> Generating Calibration Reports

Datastream 7i enables you to generate a number of reports related to calibration data.

Refer to the following table when generating calibration reports:

Report

Steps

Report Information

Calibration analysis report (WRCALA)

Click to select a Department, a System, a piece of Equipment, a Class, a Category, and a Criticality code as necessary.

Min # of calibrations—Enter the minimum number of work orders to retrieve for each piece of equipment based on the selection criteria.

Select one or more of the following options:

Keep Values—Select to print established values.

Non consecutive—Select to print a list of all calibration work orders. If Non consecutive is unselected, Datastream 7i only prints a list of consecutive work orders meeting the specified criteria.
Include pass with fail—Select to include all work orders with a status of Pass, fail exists (PF).
Include pass with recal—Select to include all work orders with a status of Pass, recal exists (PR).
Include incomplete—Select to include all work orders with a status of incomplete.
Print test point comments—Select to print comments entered for test points in the report output.

Choose one of these options for Calibration status:

Pass—Select to include only work orders with a status of Pass (P).
Fail—Select to include only work orders with a status of Fail (F).

Organization?Enter the organization for which to retrieve data if you are using multi-organization security.

Start date and End date?Enter the starting and ending date by which to retrieve data.

Datastream 7i prints a list of completed calibration work orders by department that have resulted in the specified minimum number of consecutive or non-consecutive calibration statuses of pass or fail.

Datastream 7i also enables you to identify patterns in the results of calibration work orders to determine whether the frequency of calibration PMs should be adjusted, whether the equipment should be replaced, etc.

The value entered for Min # of calibrations indicates the minimum number of work orders to evaluate based on the information entered for the other selection parameters. Using this number, Datastream 7i determines the actual number of completed calibration work orders to retrieve for the report and then assigns an internal sequence number to each of the work orders, beginning with the most recent work order. If the actual number of completed calibration work orders is less than the value specified for Min # of calibrations, Datastream 7i does not display any results. However, if the number of completed work orders is greater than or equal to the value of Min # of calibrations, Datastream 7i displays all of the work orders.

Calibration work orders are considered consecutive if there are no other work orders for the equipment containing test points that were completed between the work orders in question.

Calibration due report (WRCALD)

Click to select a Department, a System, a piece of Equipment, a Class, a Category, a Criticality code, and/or the person responsible for completing the calibration for Assigned to as necessary.

Select one of the following options:

Keep Values—Select to print established values.

No backlog—Select not to print work orders whose planned completion date is less than today’s date.

Sort by—Choose to sort the report by Planned comp date or by Equipment.

Datastream 7i generates a list of all open calibration work orders containing test points for which the planned completion date is less than or equal to the Due by date. Datastream 7i automatically populates Due by with today’s date.

Datastream 7i calculates the planned completion date of a work order using the following formula:

Planned completion date = (Target date + Duration) - 1

If you selected to include backlogged work orders, Datastream 7i displays the number of days late for each work order in the report output. Datastream 7i calculates the number of days late using the following formula:

Days late = System date – Planned completion date

The System field in the report output displays all of the systems above the selected System/Equipment in an equipment hierarchy. If the selected System/Equipment has more than one parent in a hierarchy, Datastream 7i displays each parent and separates each code with a forward slash (/), e.g., SYS1/SYS2/SYS3.

Calibration equipment report (ORCAEQ)

Click to select a Department, a System, a Class, a Category, Criticality code, and/or a Status as necessary.

Select one or more of the following options:

Keep Values—Select to print established values.

Include in service—Select to print a list of all calibration equipment that is currently in service.
Include out of service—Select to print a list of all calibration equipment that is currently out of service.
Include withdrawn—Select to print a list of calibration equipment that is withdrawn.
Include calibration specifications—Select to print the calibration specifications entered for each piece of calibration equipment on the Calibration page of the Objects form (OMOBJC).

Order by—Choose to sort the report by Department or by Equipment.

Datastream 7i prints a list of all equipment that requires calibration and has been configured for calibration. The report includes all equipment that is defined as a loop, instrument, or standard if any one of these requires calibration.

Note: Standards are either parts tracked by asset or parts tracked by lot. Datastream 7i only prints part standards that are tracked by asset, because you do not have to associate a piece of equipment with parts tracked by lot.

Additionally, if the equipment tolerance is a percentage rather than an absolute, Datastream 7i designates the tolerance as a percentage by printing a percent sign (%) following the devices to and from tolerance.

Calibration history report (ORCAHI)

Click to select a piece of Equipment, a Department, a System, a Class, a Category, and/or a Criticality code as necessary.

Keep Values—Select to print established values.

Start date and End date?Enter the starting and ending date by which to retrieve data. Datastream 7i automatically populates End date with today’s date. You can modify End date as necessary; however, End date is required.

Datastream 7i prints a list of calibration work order results for calibration work orders for which the completion date falls within the specified start and end date. Datastream 7i sorts the report in ascending order based on the work order completion date.

Additionally, if more than one standard is used for the work order, Datastream 7i prints each standard and its due date on a separate line.

Calibration record report (WRCALR)

Click to select a Work order, Department, PM Schedule, Equipment, Type, Equipment Criticality, Location, System, Trade, Status, Assigned to, Scheduling group, and Person responsible as necessary.

Select one or more of the following options:

Keep Values—Select to print established values.
Scheduled date range—Select to print a list of all calibration equipment for a scheduled date range.

Reprint—Select to reprint a list of all calibration equipment that has already been printed.
Include Activities—Select to include all work order activities for all the work orders included in the report output.
Work order custom fields—Select to include all work order custom fields for all the work orders included in the report output.
Equipment custom fields—Select to include all equipment custom fields for all the equipment on the work orders included in the report output.
Print attachments—Select to print any attachments for work orders included in the report output
By responsible person—Select to sort the report output by the person responsible.

Start date and End date?Enter the starting and ending date by which to retrieve data.

Datastream 7i prints a calibration record. The calibration record includes calibration header information, such as the work order and equipment. The body of the report is printed in a tabular format that includes the loop instruments, test points, standards used, potential standards, work order comments and custom fields, and any equipment custom fields for the calibration work order.

Note: You can also generate a calibration record report from the Calibration tab of the Work orders form (WMJOBS).

The report enables you to print a document to serve as a guide for the technician performing the calibration and also as a document on which to record the actual results of the calibration process. The report also provides an area on which to record performed by and approved by signatures.

After completing the calibration, transfer the information recorded on the document during the calibration process into Datastream 7i to maintain an electronic record of the calibration, and then store the printed document in a secure location to

keep a printed record of the equipment calibration.

Calibration reverse traceability (WRCART)

Click to select a piece of Equipment, a Part, a Lot, a Department, Deviation, and a UOM for the deviation as necessary.

Keep Values—Select to print established values.

Datastream 7i prints a list of calibration work orders, including all test points on the work order, for which a selected standard has been used to calibrate a piece of equipment. The completion date of the work orders must fall within the specified start and end date.

When the standard used for calibration is out of tolerance, it is necessary to identify the equipment that has been calibrated with the out of tolerance standard.

Datastream 7i also enables you to print work orders for which test point deviations are greater than or equal to the specified deviation.

Datastream 7i sorts the report in descending order based on the work order completion date.