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 Creation of a Calibration Order


You create a creation order if you want to check the accuracy of a piece of test equipment or a technical object.

  • If you want to do this regularly (= planned), you use a maintenance plan which regularly generates calibration orders.

Example Example

To ensure that a caliper gauge measures exactly, you create it in the system as a piece of equipment, and create a maintenance plan for it, which regularly generates calibration orders for the caliper gauge.

End of the example.
  • If you do not want to do this regularly (= spontaneously), you create a calibration order directly.

Example Example

You determine that a caliper gauge is no longer measuring exactly. It must be recalibrated. For this, you create a calibration order.

End of the example.


The calibration inspection combines functions from the Plant Maintenance (PM) and Quality Management (QM) application components.


  • You must define an internal order type for calibration orders in your system using the Customizing function.

In the standard system, the order type PM05 (calibration order) is used for this.

  • The equipment, for which you want to create a calibration order, must be created as a piece of test equipment. To do this, you must define a special equipment category for test equipment in your system using the Customizing function.

In the standard system, the equipment category Q (test equipment) is used for this.

  • If you want to update the measurement documents as an automatic follow-up action for the inspection lot:

  • The characteristic entered in the measuring point/counter must have been created using the classification system

  • The measuring point/counter and the master characteristic must both be created with reference to the same general characteristic from the classification system

  • You must continue to use the Customizing functions for Quality Management to create the following prerequisites in your system:

  • An inspection type for Plant Maintenance must be defined. This inspection type must be created for origin 14 (Plant Maintenance). In the standard system, inspection type 14 (inspection for Plant Maintenance) is used for this.

The inspection type must be assigned to the order type for calibration orders (order type PM05 in the standard system) using the Customizing functions.

  • An inspection point from the category Equipment must be defined.


Order Generation

A calibration order can be created in two different ways:

  • Automatically using a maintenance plan (calibration plan)

You use a maintenance plan to control how often the accuracy of a calibration device or technical object should be checked. If the maintenance plan is due, the system automatically generates an order (calibration order).

  • By direct input

For this, you use the functions for creating an order.

Inspection Lot Generation

When the order is released, the system generates an inspection lot. The inspection lot appears in the worklist for the results recording in Quality Management.

Results Recording

The results recording and usage decision for the test equipment are made using the functions in Quality Management.

Enhanced Measurement Reading Functions

The calibration inspection provides you with an enhanced measurement reading function, with which you can monitor test equipment created as equipment.

The objective is to enter inspection results in addition to maintenance or calibration. You can also enter the values using measuring points and counters in Plant Maintenance, but processing from Quality Management using inspection characteristics offers additional functions for planning and entering measurement results. For example, you can:

  • Enter specification limits for upper and lower tolerances

  • Perform classified results recording

  • Confirm multiple measurements for a characteristic

  • Specify samples

  • Enter control charts

Definition of Follow-Up Actions

Start of the navigation path As soon as you have made the usage decision, the system automatically executes follow-up actions, for example, status change of the test equipment ("Ready for use" Next navigation step "Not ready for use") or updating measurement readings. End of the navigation path

See also:

Maintenance Planning

Test Equipment Management