How to record a calibration and attach a certificate

Record a completed calibration

1. Open Calibration queueChoose the instrument from the register.
2. Enter the performed dateUse the date the calibration was completed, not the date the certificate was emailed.
3. Choose the resultSelect Pass or Fail / out of tolerance. A failed result marks the instrument out of service.
4. Set the next due dateUse the date required by your calibration procedure or approved interval decision.
5. Add provider and certificateEnter the provider, certificate number, notes, and PDF or image certificate when available.
6. Save the recordThe calibration history is updated and the instrument’s next due date is refreshed.

What happens after a failed result

A failed or out-of-tolerance result marks the instrument out of service so it remains visible as an exception. Follow your organization’s procedure for evaluation, repair, recall, and disposition; the software does not make that quality decision for you.

Make the record audit-friendly

• Use the provider’s certificate number when one exists.
• Add notes about the procedure, findings, or corrective action.
• Attach the certificate at the time you record the event.
• Keep the next due date consistent with the approved interval decision.