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Calibration Management · Available now

Know which instruments can be used and why.

Keep instrument identity, calibration schedules and measurement evidence together. Calibration Management gives metrology and quality teams a shared record of what is due, what was measured, who reviewed the evidence and which restrictions remain open.

  • No per-user fees
  • Manual work is free
  • Configure it in Proto
OverviewCalibration Schedule
Calibration Management · Calibration orders

Calibration Schedule

Calibration orders in one list

New calibration order
Calibration orders in view
6
Scheduled
3
In progress
3
Scheduled3
Torque wrench, assembly bay 3CO-90726
03 Nov
Temperature probe, cold roomCO-58135
17 Oct
Pressure gauge, mixing line 2CO-85967
25 Oct
Add
In progress3
Torque wrench, assembly bay 3CO-36628
19 Oct
Pressure gauge, mixing line 2CO-86678
27 Oct
Pipette, microbiology bench 2CO-86630
21 Oct
Add
Torque wrench, assembly bay 3Calibration orders · CO-90726
Scheduled
Assigned toElena Petrova
Start date03 Nov
End date11 Nov
Approve planCO-90726 · Torque wrench, assembly bay 3

An independent Metrology Reviewer approves the proposed technical plan and interval.

Waiting for Metrology Reviewer
ApproveReturn
Example screen with sample data
Tables, ready to use
24
Saved views
16
Roles with set permissions
7
Reports and dashboards
8
Features

Control the instrument fleet

Every feature works on the same records. Pick one to see the screen your team works in.

Instrument Register

Identify each instrument, range, custodian and permitted use.

  • Start with the physical instrument
  • Keep custody and measurement scope together
  • Make availability an evidence-based state
  • Instruments
  • Instrument ranges
  • Locations
  • Users
Explore instrument register
OverviewInstrument Register
Calibration Management · Instrument Register

Instrument Register

Instruments

New
Pending qualification3
Pressure gauge, mixing line 2North metrology lab
04 Nov
Temperature probe, cold roomMicrobiology lab
26 Oct
Humidity logger, storage roomElectrical test lab
19 Oct
Add
Available2
Analytical balance, lab bench 4Microbiology lab
01 Nov
Torque wrench, assembly bay 3Cold storage room
25 Oct
Add
On hold1
Flow meter, water loopAssembly bay 3
27 Oct
Add
Example screen with sample data
Process

From instrument registration to approved use

Instrument to approved use ships ready to use. 4 steps need a named approval before the work moves on: Approve plan (Metrology Reviewer), Review certificate (Metrology Reviewer), Resolve impact (Quality Manager) and Release for use (Quality Manager).

Drag a card to another stage, or focus it and use the arrow keys. It updates to match the stage.

  1. Register instrument

    Identify the instrument, its measurement range and accountable custodian.

    Torque wrench, assembly bay 3CO-90726 · Calibration Coordinator
    Register instrumentBy Calibration Coordinator
  2. Approve plan

    Review the method, decision rule and interval before scheduling controlled work.

    Torque wrench, assembly bay 3CO-90726 · Calibration Coordinator
    Approve planBy Calibration Coordinator
    ApprovalAn independent Metrology Reviewer approves the proposed technical plan and interval.
  3. Perform calibration

    Preserve observations, reference evidence and conditions before and after adjustment.

    Torque wrench, assembly bay 3CO-90726 · Calibration Technician
    Perform calibrationBy Calibration Technician
  4. Review certificate

    Independently check the calibration report and its supporting evidence.

    Torque wrench, assembly bay 3CO-90726 · Metrology Reviewer
    Review certificateBy Metrology Reviewer
    ApprovalAn independent Metrology Reviewer accepts or rejects the evidence without granting instrument release.
  5. Resolve impact

    Assess earlier use and document the treatment of uncertain or affected work.

    Torque wrench, assembly bay 3CO-90726 · Quality Manager
    Resolve impactBy Quality Manager
    ApprovalA Quality Manager who did not prepare the assessment approves the historical impact decision.
  6. Release for use

    Resolve the specific hold only when current evidence supports return to service.

    Torque wrench, assembly bay 3CO-90726 · Calibration Coordinator
    Release for useBy Calibration Coordinator
    ApprovalA Quality Manager independent of the requester authorizes release of the named hold against current evidence.
Inside a record

Connect measurements with their evidence

Open any calibration order to see its measurement results, the roles that work on it, its process stages and its approvals on one page.

  1. 1
    Record details

    Assigned to, Start date and End date.

  2. 2
    Measurement results

    Each line is linked to this calibration order.

  3. 3
    Who works on it

    Calibration Coordinator, Calibration Technician and Metrology Reviewer, each with their own permissions.

  4. 4
    Process stages

    Schedule and receive and Review certificate, with the role that acts.

  5. 5
    Approvals

    Approve plan and Review certificate, with who decides.

Calibration ScheduleTorque wrench, assembly bay 3
Calibration Management · Calibration orders

Torque wrench, assembly bay 3

Scheduled

Log activity
1
Record details
Assigned toElena Petrova
Start date03 Nov
End date11 Nov
2
Measurement results

Torque wrench, assembly bay 3

OrderPointPhase
Voltage meter bench calibrationTorque at 50 NmAs found
Pressure gauge annual calibrationPressure at 5 barAs left
Torque wrench six-month calibrationTemperature at 0 CAs found
Measurement results
6
Total indicated value
2,860
3

Who works on it

  • Calibration CoordinatorManage Instruments, instrument ranges, calibration plans…
  • Calibration TechnicianView Instruments, instrument ranges, calibration plans…
  • Metrology ReviewerView Instruments, calibration orders, measurement results…
4

Process stages

  • Schedule and receiveCalibration Coordinator
  • Review certificateMetrology Reviewer
5

Approvals

  • Approve planMetrology Reviewer
    Approved
  • Review certificateMetrology Reviewer
    Waiting
Example screen with sample data
Approvals

Keep technical and quality decisions independent

OverviewApprovals
Calibration Management · Overview

Approvals

Signed in as Metrology Reviewer

Waiting for you

4 To review1 Overdue2 Decided todayOnly mine
0 selectedApproveReturn
  • CRT-85435Pressure gauge annual calibration
    Requested by Daniel Ruiz
    Pass2dActions
  • CRT-87758Flow meter field calibration
    Requested by Elena Petrova
    Fail1dActions
  • CRT-88904Pressure gauge annual calibration
    Requested by Kwame Mensah
    Indeterminate4dActions
  • CRT-37005Torque wrench six-month calibration
    Requested by Elena Petrova
    Pass5dActions

Who approves what

DecisionApprover
Approve planReview the method, decision rule and interval before scheduling controlled work.Metrology Reviewer
Review certificateIndependently check the calibration report and its supporting evidence.Metrology Reviewer
Resolve impactAssess earlier use and document the treatment of uncertain or affected work.Quality Manager
Release for useResolve the specific hold only when current evidence supports return to service.Quality Manager
Approve calibration methods, decision rules, calibration plans, Certificates, interval reviewsMetrology Reviewer
Review service providersMetrology Reviewer
6 approval rules · set per role in Proto
Example screen with sample data
Roles

A workspace for each role

Everyone opens Calibration Management to the work that is theirs. Pick a role to see what it starts with.

Calibration Coordinator

Owns the instrument register, due queue and external laboratory coordination within assigned locations.

This is the first screen this role sees.

OverviewCalibration Schedule

Calibration Schedule

Calibration orders · Calibration Coordinator

Scheduled3
Torque wrench, assembly bay 3CO-90726
03 Nov
Temperature probe, cold roomCO-58135
17 Oct
Pressure gauge, mixing line 2CO-85967
25 Oct
Add
In progress3
Torque wrench, assembly bay 3CO-36628
19 Oct
Pressure gauge, mixing line 2CO-86678
27 Oct
Pipette, microbiology bench 2CO-86630
21 Oct
Add
Example screen with sample data
Reports

See due work and unresolved exposure

Operational reports that retain measurement context and unresolved exceptions.

Overview
Calibration Management · Overview

Calibration Management dashboard

This quarter

Certificates in view
6
Pass
2
Fail
2
Indeterminate
2

Calibration orders by status

How far records got this quarter

StageReachedStep
Draft39
Scheduled2051%
In progress1470%
Submitted857%

Number of calibration orders by status

Sample counts per stage

1000
80Draft
90Scheduled
100In progress
100Submitted
100Reviewed
Example screen with sample data
  1. 01Calibration Due Exposure

    Review current obligations by location and criticality, including overdue instruments and unresolved holds.

  2. 02As-Found Drift History

    Compare like points and units while retaining method changes and uncertainty context.

  3. 03Certificate Review Backlog

    Find submitted evidence awaiting a technical decision and rejected documents awaiting correction.

  4. 04Reference Standard Usage

    Locate dependent jobs when reference evidence needs investigation.

  5. 05Historical Impact Exposure

    Review candidate uses, uncertain populations and external dispositions without labelling every candidate a confirmed defective product.

  6. 06Hold and Release History

    Explain which restriction was released, who authorized it and what remained unresolved.

  7. 07Interval Decision History

    Follow the evidence, effective date and plan revision behind each cadence change.

  8. 08Integration Reconciliation

    Compare incoming events with applied records and external acknowledgements.

Controls

Keep holds and evidence gaps visible

Each stage of instrument to approved use names the role that acts and the status it records, so a change is never anonymous.

OverviewInstrument to approved use
Calibration Management · Process

Instrument to approved use

Each stage, the role that acts and the status it records

Process stages
11
Approval steps
4
Roles involved
5
Tables touched
18
Define controlled methodApproval
Calibration Technician, Metrology Reviewer
StatusSubmitted → Approved
RecordsCalibration methods, Decision rules, Method points
Approve planApproval
Calibration Coordinator, Metrology Reviewer
StatusSubmitted → Approved
RecordsCalibration plans, Instruments
Schedule and receive
Calibration Coordinator
StatusDraft → Scheduled → in progress
RecordsCalibration orders, Hold records
Instrument to approved use
  1. Start
    Define controlled methodSubmitted → Approved
    Calibration methods
  2. Approval
    Approve planSubmitted → Approved
    Calibration plans
  3. Step
    Schedule and receiveDraft → Scheduled → in progress
    Calibration orders
  4. Step
    Perform calibrationIn progress → Submitted
    Environmental readings
  5. Approval
    Review certificateSubmitted → Accepted
    Calibration orders
Example screen with sample data
AI agent

Prepare evidence with agent assistance

Assistance for scheduling, evidence preparation and exception review within human authority.

It can

    Stays with a person

    • An assistant cannot invent measurement results, uncertainty values or missing use history.
    • It cannot approve its principal's own preparation, assert accreditation, release a held instrument or issue a product recall.
    • Human decisions must use authenticated authority and the server-enforced controls specified for the application.
    Integrations

    Connects to the tools you use

    Set up connections through ERP.AI and Proto workflows, with every change logged.

    • Calibration Management
    • Inspection and test records
    • Instrument availability
    • Laboratory documents
    • Quality case handoff
    Data model

    Your data, in tables you can change

    Every record lives in a table you can see, extend and export. Add fields or whole tables in Proto.

    Browse all 24 tables
    24tables
    • Instrument Register4
    • Calibration Planning5
    • Calibration Execution3
    • Standards and Traceability3
    • Certificate Review1
    • Impact and Hold Control5
    • Operations and Evidence3
    Implementation

    Roll out one team at a time

    Start with one team and one process, then add the rest once the basics are running.

    1. Define intended use

      Identify the instrument fleet, locations, measurement ranges and responsible custodians. Technical owners supply approved methods, decision rules and uncertainty evidence.

    2. Reconcile the register

      Resolve duplicate identities and missing serials. Preserve historical status and distinguish missing evidence from an established passing result.

    3. Configure independent decisions

      Assign preparation, technical review and quality release responsibilities. Test identity-based separation, tenant scope, file access and export authority through the API.

    4. Pilot a complete calibration

      Schedule a real-shaped test case, retain as-found observations, submit a certificate and independently review it. Include a failure that triggers historical impact and a separate release request.

    5. Test operational failures

      Exercise overdue date boundaries, stale approvals, concurrent holds, corrected certificates, duplicate imports and absent external acknowledgements.

    Pricing

    $0per user

    The base account and everyday work in the ERP.AI app are free, for every user.

    • No per-user or per-seat fees
    • Viewing, editing, approving and exporting records in the app is free
    • Pay only for machine work: API calls, imports, workflows and AI agents
    • Prepaid credits from $5. Purchased credits never expire

    Pricing details

    Machine work rate card Included per $1 of credit

    Machine work rate card
    UsagePer $1
    Record reads (list, filter, get)20,000
    Search or aggregate queries4,000
    Record writes4,000
    Imported or synced records200,000
    Workflow runs2,000
    AI agent runs2,000
    Scheduled jobs or webhooks20,000
    File uploads (MB)2,000
    CSV or PDF exports100
    FAQ

    Questions, answered

    Scope, rollout and pricing for Calibration Management.

    All questions
    How do I get started?

    Click Get started, then use Proto to configure Calibration Management for your business. Bring the instrument register, approved methods, current certificates and named decision owners. Choose the first instrument group and configure the approval steps around the way your team works.

    How does it connect the calibration record?

    Follow an instrument from its approved method and due date through original measurements, certificate review and release history. When a result raises a concern, connect the investigation to earlier use records and the quality decisions that follow.

    Does accepting a certificate release the instrument?

    Certificate acceptance records the Metrology Reviewer's assessment of the evidence. A correctly reported failure can be accepted while the instrument remains held. Quality Manager release is a separate decision against the current evidence and every unresolved restriction.

    Can we use our external calibration laboratory?

    Bring external laboratory certificates into the same review process as internal work. Keep the provider, service scope and original evidence together, with file or portal connections configured for your laboratory.

    Does the system choose our calibration interval?

    The coordinator proposes an interval with evidence, and the independent Metrology Reviewer approves it. There is no universal default claimed as a NIST requirement. Changes apply prospectively and retain previous obligations.

    What happens when as-found results fail?

    The instrument remains restricted and the quality team assesses potentially affected historical use. A later satisfactory result does not close that investigation by itself. Missing use history must receive explicit treatment.

    Can measurements be corrected?

    Corrections append a linked record with a reason and preserve the original observation. Submitted evidence and accepted certificate files cannot be silently overwritten. A revised certificate may require dependent decisions to be reviewed again.

    Who owns technical and quality decisions?

    Your qualified reviewers select the applicable methods, assess measurement evidence and authorise release. Calibration Management keeps those decisions connected to their supporting records. Laboratory accreditation and regulatory obligations remain with your organisation and its service providers.

    Can an agent approve a hold release?

    An assistant can prepare evidence for review. It cannot bypass the independent Quality Manager decision, make up missing evidence or use administrative access as approval authority.

    Does an impact assessment automatically issue a recall?

    The assessment identifies potentially affected use and records its disposition or escalation. Product withdrawal, customer notification and recall execution remain in the customer's authorized quality process. The calibration app tracks evidence and acknowledgements.

    Set up Calibration Management your way.

    Start free, then use Proto to change fields, steps and approvals before your team goes live.

    How to get started

    A personal agent for your business

    Get started with Proto

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