Plan and Recall
Approve calibration obligations and arrange the instrument return before its due date.
5 stages · 1 approval
Roles and responsibilities
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Step 1Register the instrument
Instrument NumberNameLocationCustodian
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Step 3Approve the obligation
Plan NumberInstrumentMethodDecision Rule
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Step 4Schedule and recall
Order NumberInstrumentAssigned ToStart Date
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Step 5Receive and restrict
Hold NumberInstrumentReasonOpened AtCalibration In Progress
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Register the instrument
Calibration Coordinator records identity, range and custody. Pending qualification remains visible until the required evidence is reviewed. Reused legacy numbers or uncertain serial matches go through reconciliation before they become operating identities.
Prepare the plan
Calibration Coordinator selects an approved method and decision rule, records an interval rationale and identifies the service arrangement. External work must fit the provider's reviewed services; internal work needs the method's competence prerequisites.
Approval required
Approve the obligation
An independent Metrology Reviewer approves the plan revision, interval and intended scope. The decision preserves earlier versions. An incomplete plan returns for preparation without granting temporary availability.
Schedule and recall
Calibration Coordinator books the job and agrees start and return dates with the custodian. Calibration Schedule exposes the scheduled downtime. Reminder delivery is operational assistance; the current plan remains authoritative if a message is missed.
Receive and restrict
Calibration Technician checks physical identity and condition at receipt, starts the order and records the calibration hold. If the due date has already passed, the overdue hold remains separately visible and any intervening use needs assessment.
Approvals and exception handling
1 approval required in this process
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Approve the obligation
Metrology Reviewer signs · schedule and recall waits
CalibrationPlans
When the process needs attention
- exception An appointment date is mistakenly treated as a new calibration due date.
- exception An external provider is selected without checking the requested measurement scope.
- exception A shared instrument has no custodian who can arrange its physical return.
- change A plan revision hides that the instrument was already overdue under the previous obligation.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Register the instrument | InstrumentsInstrumentRanges | Establish identity and pending qualification |
| 2 Prepare the plan | CalibrationPlansServiceProviders | Create a proposed obligation |
| 3 Approve the obligation | CalibrationPlans | Authorize an exact plan revision |
| 4 Schedule and recall | CalibrationOrders | Book work without extending due date |
| 5 Receive and restrict | CalibrationOrdersHoldRecords | Prevent use while calibration is in progress |
Process reports
All reportsCalibration Due Exposure
Groups current approved plans by location and criticality, showing overdue instruments and unresolved holds without counting superseded 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
plan and recall · register the instrument on Instruments, InstrumentRanges
Calibration Coordinator records identity, range and custody.
plan and recall · prepare the plan on CalibrationPlans, ServiceProviders
Calibration Coordinator selects an approved method and decision rule, records an interval rationale and identifies the service arrangement.
plan and recall · approve the obligation on CalibrationPlans
approval · waiting for the metrology reviewer
# 2 more stages after approval: schedule and recall, receive and restrict
Other processes
4 moreCalibrate and Review
Preserve original observations and independently review the resulting certificate.
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