Equipment & Calibration

The Equipment module tracks your organization's equipment, tools, and measuring instruments. It manages calibration schedules, records calibration results, and stores calibration certificates.

Sidebar location: Compliance > Equipment

View all equipment with calibration status indicators and next calibration dates.

Equipment List

A data table showing all equipment with columns for name, type, manufacturer/model, status, calibration status, and next calibration date.

Calibration Status Indicators:

• OK (green) — Calibration is current
• Due (yellow) — Calibration is due soon
• Overdue (red) — Calibration is past due

Creating New Equipment

1. Click "New Equipment"
2. Fill in the form:

Field	Description	Required
Name	Equipment name (e.g., "Digital Caliper #1")	Yes
Type	Equipment type (configurable: e.g., Measuring, Monitoring, Testing)	No
Status	Active, Inactive, Maintenance, or Retired	No
Manufacturer	Equipment manufacturer	No
Model	Model number	No
Serial Number	Unique serial number	No
Location	Where the equipment is located	No
Department	Which department uses it	No
Calibration Frequency (Days)	How often calibration is required (in days)	No
Acceptance Criteria	Measurement criteria for passing calibration	No
Notes	Additional notes	No

3. Click "Create" to save

Equipment Detail Page

Tab	Content
Overview	Basic info, current calibration status, next calibration date
Calibration History	Log of all calibration events — date, result (pass/fail), measured values, calibrating organization
Calibration Evidence	Uploaded calibration certificates and reports
Calendar	Visual calendar showing scheduled calibrations
Audit Trail	Complete change history

Recording a Calibration

1. Open the equipment detail page
2. Go to the Calibration History tab
3. Click "Add Calibration Record"
4. Enter:
   • Calibration date
   • Measured results
   • Pass/Fail determination (compared against acceptance criteria)
   • Calibrating organization/lab
   • Notes
5. Upload the calibration certificate in the Evidence tab
6. The next calibration date is automatically calculated based on the frequency setting