Planning of the Calibration Inspection  

Purpose

A calibration inspection provides you with an enhanced measured value function for inspection results, with which you can monitor test equipment defined as pieces of equipment. This is advisable if you:

Prerequisites

The following prerequisites must be fulfilled so that the system automatically generates an inspection lot when the maintenance order is released:

Prerequisites at Customizing Level

In the Customizing of Quality Management, your system administration has defined an inspection type for Plant Maintenance which allows task list usage from Plant Maintenance under Quality Inspection ® Inspection Lot Processing ® Inspection Lot Creation ® Maintain inspection types.

In the Customizing of Quality Management, your system administration has defined the inspection point of the category Equipment under Quality Planning ® Inspection Planning ® General ® Define identification for inspection points.

In the standard system, inspection point "300" is defined for this.

In the Customizing of Quality Management, your system administration has defined the parameters for the inspection type which allows an inspection origin "Plant Maintenance" under Quality Inspection ® Inspection Lot Processing ® Inspection Lot Creation ® Define default values for inspection types.

In the standard system, inspection type "14" is defined for this.

In the Customizing of Plant Maintenance, your system administration has defined an order type for the PM/QM coupling, this means the calibration inspection which generates maintenance orders as a maintenance call object, under Maintenance Order Management ® Maintenance Orders and Service Orders ® Functions and Settings for Order Types ® Configure order types. The indicator Release immediately is set for the order.

In the standard system, order type "PM05" is defined for this.

In the Customizing of Plant Maintenance, your system administration has assigned a QM inspection type to the order type, under Maintenance Order Management ® Maintenance Orders and Service Orders ® Functions and Settings for Order Types ® Assign inspection types to maintenance/service order types.

In the standard system, inspection type "14" is assigned to order type PM05 (calibration inspection).

Prerequisites at Application Level

This section describes the exact prerequisites that you must note when creating a calibration task list. There is a short summarized process flow at the end of this section.

You have created master inspection characteristics in Quality Management (QM). For more information, see Master Inspection Characteristics in the Quality Management component.

The definition of master inspection characteristics is only a prerequisite if you want to update measurement documents in Plant Maintenance (PM) as a follow-up action for the inspection lot.

If you do not want to use this function, you can also work with task list inspection characteristics.

For more information about follow-up actions, see Usage Decision for Inspection Lot

You have created a piece of equipment as test equipment.

If you want to update the measurement documents automatically as a follow-up action for the inspection lot, you must assign a measuring point/counter to the equipment, and the characteristic of the measuring point/counter must have been created with reference to a class characteristic.

You have created a task list and

You have created a maintenance plan and

You can create the maintenance plan with and without a maintenance strategy. The maintenance strategy is not a prerequisite for the calibration inspection.

If you want to work without a maintenance plan, when creating an order, enter an order type which is linked to a QM inspection type and thereby allows orders and inspection lots to be generated.

Process Flow

  1. You create master data in Plant Maintenance.
  2. You create master inspection characteristics in Quality Management (QM). For more information, see Master Inspection Characteristics in the Quality Management component.
  3. You create a task list.
  4. You assign master inspection characteristics in the task list to the individual operations, or maintain inspection characteristics in the task list. In addition, you enter the necessary QM data.
  5. You create a maintenance plan for the equipment and

You can assign other pieces of equipment to the maintenance plan if necessary using the object .
  1. You schedule the maintenance plan. For more information about scheduling, see Rescheduling a maintenance plan.

There are two options for the maintenance calls generated:

If the maintenance call is released automatically, the system automatically generates both an order and an inspection lot, and copies the information about the procedure for the inspection and inspection characteristics (for example, diameter, color) from the assigned task list.

Inspection characteristics from other task lists that you have assigned before releasing the maintenance order, are likewise copied into the inspection lot. Inspection characteristics from other task lists that you have assigned after the release of the maintenance order (and therefore after the inspection lot has been generated), are not copied into the inspection lot.

For more information, see Generating an Order and Inspection Lot from a Maintenance Call.
  1. You edit the order if you want to enter or schedule costs, or monitor capacities.
  2. You perform a calibration inspection.