Steps to Configure the Measurement Forms.


Accessing Measurement Forms

  • Navigate to ADMINISTRATION > Service Capability.
  • Select the desired Service Capability.
  • Click on the "Measurement Forms" tab.


Adding Measurement Parameters

  • Click the "Add" button at the bottom of the page.
  • Fill out the Measurement Name (must match the Parameter name in the specification test point).
  • Adjust measurement parameters as needed.


Editing Measurement Parameters

  • Navigate to the Measurements tab.
  • Adjust the number of measurement points.
  • Add additional measurement points per service level.
  • Select the measurement's quantity and unit.
  • Set a standard number of Measurement Points.
  • Add a Technique.
  • Name the measurement points (names will override test point names in the specification).


Editing Readings/Tools

  • Navigate to the Readings/Tools tab.
  • Adjust the number of readings and channels.
  • Set displayed or expected values per service level.
  • Set the standard number of readings and channels.
  • Define reading logic and the number of tools used.


Conversion and Rounding

  • Navigate to "Conversion & Rounding Formulas" tab.
  • Options for the default decimal places drop down can be selected.
  • Complete the configuration and click OK.


Setting Display/Acceptance Criteria

  • Navigate to the Display/Acceptance tab.
  • Define which measurement readings will be displayed in the service order.
  • Set Pass/Fail Criteria.
  • Set Accuracy / Tolerance
  • Set Precision / Variation
  • Define Uncertainties/Guard banding.


Defining Environmental Conditions

  • Navigate to the Environment tab.
  • Set the environmental conditions to be recorded during service.
  • Set the acclimation time required before calibration (as per ISO 17025 requirements).
    • Click Environment.
    • Select Capture Acclimation Time.
    • Define the Acclimation Time.
    • Click OK.


Custom Fields

  • Click OK after completing the above steps to activate the Custom Fields tab.
  • Enter text for the form description.
  • Select if the information should be displayed in the Pass/Fail Selector.
  • Add new fields by clicking "Add new field".
  • Create custom areas for additional information.
  • Link custom fields to attributes.
    • The attribute value will be shown as default in a work order.
    • Upon work order completion, the linked asset attribute will be updated.


Additional Information

1. (2.9.8 Major Release) Environment Tracking per Reading and Fluctuation Criteria

2. (2.9.8 Major Release) Required Checklist Tasks
3. Referencing Readings in Custom Fields

4. How to Set Up Pass/Fail Measurements and Custom Fields in Qualer