Certificate Review Backlog
Identifies submitted evidence awaiting independent technical review and rejected documents awaiting correction.
Calibrate and Review
Preserve original observations and independently review the resulting certificate.
5 stages · 1 approval
Roles and responsibilities
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Step 1Verify readiness
Order NumberInstrumentStart DateEnd Date
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Step 5Review the reporting
Certificate NumberOrderIssued DateResult SummaryFail
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Verify readiness
Calibration Technician confirms the instrument, approved method, competence evidence and reference eligibility. An unresolved reference scope or missing prerequisite prevents normal completion and remains visible as an exception.
Record as-found observations
Calibration Technician captures the required points before adjustment, with units, times, reference values and uncertainty evidence. Conditions relevant to the method are recorded alongside the measurement set.
Record adjustment and final evidence
Calibration Technician records any adjustment and the required as-left observations. Original readings remain intact. A transcription correction appends a linked record with a reason rather than replacing the first observation.
Submit the certificate package
Calibration Technician assembles the evidence and submits the order and certificate. The coordinator can prepare an external provider's submission. Uploaded documents retain their issuer, date, version and digest, including explicit limitations where source data is absent.
Approval required
Review the reporting
An independent Metrology Reviewer checks coverage, identity, conditions, uncertainty and reference evidence. Acceptance confirms the report is usable evidence; a correctly documented failure can be accepted while the instrument stays held.
Approvals and exception handling
1 approval required in this process
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Review the reporting
Metrology Reviewer signs · closes the process
Certificates, HoldRecords - Do not substitute a passing summary for missing required measurements.
- Keep AsFound and AsLeft distinctIncluding when adjustment changes the outcome.
- Require a validated calculation implementation before using automatic evaluation.
- Deny approval to the preparer or performer even if their role changes.
- Preserve rejected certificatesLink corrections to their predecessors.
When the process needs attention
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exception
Verify readiness
An unresolved reference scope or missing prerequisite prevents normal completion and remains visible as an exception.
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reject
Review the reporting
Acceptance confirms the report is usable evidence; a correctly documented failure can be accepted while the instrument stays held.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Verify readiness | CalibrationOrdersOrderStandards | Confirm method and reference prerequisites |
| 2 Record as-found observations | MeasurementResultsEnvironmentalReadings | Preserve the arriving condition |
| 3 Record adjustment and final evidence | CalibrationOrdersMeasurementResults | Add final evidence without overwriting history |
| 4 Submit the certificate package | CertificatesCalibrationOrders | Freeze a reviewable evidence set |
| 5 Review the reporting | CertificatesHoldRecords | Accept or reject evidence independently |
Process reports
All reportsHold and Release History
Shows every instrument hold, request, decision owner and residual restriction after individual releases.
Interval Decision History
Links approved or rejected cadence changes to evidence, effective dates and superseding plans.
Run by an agent
Agent support
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.
# Example after configuration
curl -fsSL https://www.erp.ai/skill.md
# Paste the output into your agent
calibrate and review · verify readiness on CalibrationOrders, OrderStandards
Calibration Technician confirms the instrument, approved method, competence evidence and reference eligibility.
calibrate and review · record as-found observations on MeasurementResults, EnvironmentalReadings
Calibration Technician captures the required points before adjustment, with units, times, reference values and uncertainty evidence.
calibrate and review · record adjustment and final evidence on CalibrationOrders, MeasurementResults
Calibration Technician records any adjustment and the required as-left observations.
calibrate and review · submit the certificate package on Certificates, CalibrationOrders
Calibration Technician assembles the evidence and submits the order and certificate.
calibrate and review · review the reporting on Certificates, HoldRecords
approval · waiting for the metrology reviewer
Other processes
4 morePlan and Recall
Approve calibration obligations and arrange the instrument return before its due date.
5 stages · 1 approval
Assess Out-of-Tolerance Impact
Investigate potentially affected use and record an independent quality disposition.
5 stages · 1 approval
Release an Instrument
Resolve an individual hold against current evidence before returning an instrument to use.
5 stages · 1 approval
Review Calibration Intervals
Change future calibration timing using reviewed evidence while preserving earlier obligations.
5 stages · 1 approval