Introduction

In Qualer, "tools" are defined as assets integral to calibration and maintenance processes. These tools include reference standards, environmental sensors, controlled environments, and scientific instruments. Unlike generic tools, Qualer's tool roles serve specific functions in calibration and measurement workflows, providing enhanced management and integration.


Tool Roles Overview

Assigning the correct role to each asset is essential to optimize Qualer's asset management capabilities.


Tool Roles and Descriptions

  • Reference Standard

    • Used as benchmarks in calibration events, offering certified measurement accuracy.
    • Ideal for tools that are essential in calibrating other equipment.
    • Maintains high measurement integrity, helping to set and verify calibration standards.

  • Environmental Sensor

    • Monitors environmental factors such as temperature, humidity, and pressure during calibration events.
    • Ensures that environmental variables affecting calibration are recorded.
    • Best suited for assets that capture environmental data impacting calibration accuracy.

  • Controlled Environment

    • Includes assets like refrigerators or climate-controlled rooms that maintain specific conditions.
    • Essential for storing sensitive materials under regulated environments, particularly in research and healthcare.
    • Helps preserve the integrity of assets that require controlled storage conditions.

  • Scientific Instrument

    • For assets with measurement ranges that are not used as reference standards.
    • Configurable with ranges and uncertainties but does not appear as a "tool" in the asset manager or work orders.
    • Ideal for scientific equipment that requires specific range settings without being used for direct calibration.


By categorizing assets with the correct role, users can leverage Qualer's system to its fullest potential, ensuring precision and reliability in calibration processes.


Registering Assets as Tools

  • Navigate to the Asset Manager.
  • Find the asset you want to register as a reference standard and click its serial number.
  • Go to the Role tab and click Register As.
  • Assign the appropriate Measurement Quantity.
  • After registration, you will be redirected to the Tool Configuration screen for further setup.

Tool Configuration

  • Name and Description: Update the Name and Description fields as needed.
  • Navigate to the Compliance tab, fill in the applicable fields, and click Update.


Tool Ranges

  • Select the Tool Range tab.
  • Click Add Range/Mode to add a new tool range.
  • Complete the required fields in the Tool Range/Mode pop-up dialog.
  • Click OKto add the range:
    • Selecting/Unselecting Ranges: Ranges are pre-selected (indicated by a green check mark). To unselect, click the green check mark to turn it grey.
    • Deleting Ranges: To delete a range, click the red X on the right side of the window.

Note: When using this tool in a work order, the system will automatically apply the correct uncertainty based on measurement values and range requirements.


Setting Reference Values in Tool Ranges

  • The Reference Value can automatically set the expected value during measurement form creation.


Removing Roles from Tools

  • Go to Administration > Sites.
  • Select the site where the tool is located.
  • Click Tools.
  • Click the X to the right of the tool role you wish to remove.


Setting Resolutions in Tool Ranges

  • In Tool Configuration, open the reference standard's Tool Range.
  • Click on the N/A value in the Resolution column.
  • In the Edit Tool Range/Mode pop-up, enter the desired Resolution value (e.g., .0001 for measurements to the fourth decimal point).
  • Click OK to save the resolution to the Tool Range table.

Note: Setting a resolution will impact reading displays in the fulfillment interface, applying the set resolution to measurement specifications and readings in work orders.