> Defining Calibration Test Point Data for Equipment Categories

Define calibration test point data for equipment categories to associate calibration data at the category level to enable you to apply all equipment within a specified category. For example, define calibration test points for all pressure indicators rather than for a specific pressure indicator.

Defining calibration test points at the equipment category level also enables you to associate test points with similar instruments quickly.

Follow these steps to define calibration test point data for equipment categories.

  1. Open the Categories of equipment form (OMCATG).

  2. Query for the equipment category for which to define test point data.

  3. Click the Calibration tab. Datastream 7i displays the Calibration page.

  4. Test point UOM—Click to select the unit of measure for the test point.

  5. Output UOM—Click to select the unit of measure for the test point output.

  6. P&ID No—Enter the process and instrument diagram number.

  7. P&ID drawing—Enter the process and instrument diagram drawing number.

  8. Precision—Enter the precision of the instrument. The precision indicates the maximum number of decimals you can enter to the right of the decimal point for a reading. However, you can enter a number with fewer than the maximum number of decimals allowed to the right of the decimal point and Datastream 7i assumes that there are zeros at the end of the specified number. For example, if you specify a precision of 3 and you enter a device reading of 10.1234, then Datastream 7i displays an error message. If you enter a reading of 10.12, Datastream 7i assumes the value is 10.120.

  9. Service %—Enter the service percentage of the instrument. If you specify a service percentage, Datastream 7i changes the passing status to Recalibrate if the deviation is greater than the percentage specified as the allowable tolerance. For example, the standard you are applying to the test point is 100, the from Process tolerance is 10%, the to Process tolerance is 20% and the Service % is 75%. A reading below 90 or above 120 will result in a calibration status of Fail for the test point. To pass the test point, you must recalibrate using the following ranges: 90-92.4 and 116-120. Datastream 7i assigns a calibration status of Pass to the test point based on a device reading that falls between 92.5 and 115. The passing reading is calculated using the following formula:

{100 + [(120 - 100) x 75/100)}= 115

  1. Increment—Enter the minimum increment that the instrument can read. If you enter an Increment for a test point, you must enter a Device reading that is a multiple of the specified Increment when entering calibration results. For example, if you enter an Increment of 5, you must enter a Device reading that is evenly divisible by 5. If you enter a Device reading of 23 for the test point, Datastream 7i displays an error message. You must enter a Device reading that is a multiple of 5, such as 5, 10, 15, 20, 25, etc.

  2. S.O.P.—Enter the standard operating procedure for calibration.

  3. Device tolerance—Enter numeric values identifying the acceptable range of the device tolerance, e.g., 10 to 20. The values entered indicate the desired range for the calibration measurement and can be either an absolute or a percentage.

  4. Choose one of the following options to indicate the type of value for the specified tolerances:

  1. Device range—Enter numeric values indicating the potential range for the device, e.g., 250 to 450.

  2. Output range—Enter numeric values indicating the potential range of the test point output, e.g., 200 to 500.

  3. Process tolerance—Enter the range of the process tolerance, e.g., 10 to 20.

  4. Process range—Enter the range of the process, e.g., 150 to 600.

  5. Instrument—Select to indicate that the equipment is an instrument.

  6. Instrument type—Choose one of the following options:

  1. Loop—Select to indicate that the equipment is a loop. A loop is a series of one or more instruments requiring and/or used for calibration that are linked together in some manner.

  2. Default set—Enter a name or value identifying the calibration data and test points as the default set of test points for the category. Some equipment may have more than one set of test points. Designate the set of test points as the default set to indicate which set of test point to copy to regular calibration and PM work orders created/generated for the equipment.

  3. Choose File | Save. Datastream 7i saves the information to the database and creates a record in Test Point Details.

Complete the following steps in Test Point Details to create the actual test points for the calibration.

  1. Set—Enter a name or value to identify the test point set. When entering a new set of test point data, Datastream 7i automatically populates Set with an asterisk (*).

  2. Sequence—Enter a name or value identifying the sequence in which the test point is calibrated.

  3. Test point—Enter a value identifying the point at which to test.

  4. UOM—Enter the unit of measure for the test point. Datastream 7i automatically populates UOM with the unit of measure specified for the test point in the calibration header; however, you can modify the unit of measure for the actual test point as necessary.

  5. Output—Enter the test point output if testing is performed for dual units of measure.

  6. UOM—Enter the unit of measure for the test point output. Datastream 7i automatically populates the test point output UOM with the unit of measure specified for the test point output in the calibration header; however, you can modify the unit of measure for the actual test point as necessary.

  7. Tol. from—Enter the minimum value that defines the lower range of tolerance for the test point, e.g., 10. The value entered indicates the range at or above which the reading for the calibration measurement must fall to be within the appropriate level of tolerance for the device to pass.

  8. Tol. to—Enter the maximum value that defines the upper range of the tolerance for the test point, e.g., 20. The value entered indicates the range at or below which the reading for the calibration measurement must fall to be within the appropriate level of tolerance for the device to pass.

  9. Comments—Enter any comments for the test point as necessary.

  Enter comments directly into Comments, or double-click in Comments, and Datastream 7i displays an editor enabling you to enter or update comments using the editor.

  1. Choose File | Save. Datastream 7i saves the information to the database. Enter additional test points as necessary.