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:
Maintain equipment for which entries for measured values are important (for example, for spraying equipment, if you want to check whether the colors in the products were sprayed are included in the defined color palette)
Want to monitor the accuracy calibration devices (for example, if you want to check the accuracy of measurements by a measuring device)
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
Definition of inspection type
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
Definition of inspection points
In the Customizing of Quality Management, your system administration has defined the inspection point of the category
Equipment
under
.
In the standard system, inspection point "300" is defined for this.
Definition of default values for the inspection type
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
In the standard system, inspection type "14" is defined for this.
Definition of order type
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
Release immediately
is set for the order
.
In the standard system, order type "PM05" is defined for this.
Assigning inspection types to the order type
In the Customizing of Plant Maintenance, your system administration has assigned a QM inspection type to the order type, under
.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.
Creating master inspection characteristics
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
Creating equipment
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.
Creating task lists
You have created a task list and
Maintained the QM data at header and operation level
Assigned inspection characteristics to the operations (for example, color, diameter)
Creating maintenance plans
You have created a maintenance plan and
Assigned a task list
Specified an order type which is linked to a QM inspection type, and thereby allows orders and inspection lots to be generated
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.
You create master data in Plant Maintenance .
You create master inspection characteristics in Quality Management (QM). For more information, see
Master Inspection Characteristics
in the Quality Management component.
You create a task list .
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.
You create a maintenance plan for the equipment and
Specify an order type which is coupled with QM
You can assign other pieces of equipment to the maintenance plan if necessary using the object .
You schedule the maintenance plan . For more information about scheduling, see Rescheduling a maintenance plan .
There are two options for the maintenance calls generated:
The system releases the maintenance call automatically depending on the settings for the scheduling parameters.
You release the maintenance call manually .
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.
Note
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 .
You edit the order if you want to enter or schedule costs, or monitor capacities.
You perform a calibration inspection .