Creating data sheets

A data sheet is a template that defines the specifications of an asset for the calibration process. Data sheets give a technician the information necessary to calibrate an analog or discrete asset function.

About this task

When you create a data sheet, the status default value is draft.

If you enter a value for an asset function using the comma as the thousand separator, the value becomes a decimal number. For example, if you enter 1,000 and your minimum field resolution is 3, then the value converts to 1.000 (one). If you enter 1000 and your minimum field resolution is 3, then the value converts to 1000.000 (one thousand).

Procedure

  1. In the Data Sheet Template application, click New Data Sheet and specify a data sheet name.
  2. Create an asset function and specify the type of asset function.
  3. Specify whether the asset function is a calibration point, a functional check point, or a dynamic check point.
  4. Optional: To allow a field technician to add calibration point rows to a work order data sheet while performing a calibration, select the Technician Insert Points check box.
  5. Specify the asset function information.
  6. Specify either the calibration point information, the functional check point information, or the dynamic check point information of the asset function.
    This checkpoint information is according to the business rules for your company.
  7. Save the data sheet.

What to do next

Change the status of the data sheet to approved to add it to a work asset. You can then associate the data sheet to a job plan or to a work order.