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DPCTrack2

Users Manual

15-18

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Содержание

Dpctrack2 1
Dpctrack2 users manual 1
Warranty 2
Table of contents 3
Chapter 1 introduction 11
Introduction 11
Introduction 13
Chapter 2 15
Installing dpctrack2 15
Dpctrack2 installation 17
Licensing 17
Procedures 17
System requirements 17
Dpctrack2 18
Chapter 3 21
Getting started 21
Logging onto the system 23
Security 23
Starting the program 23
About the sample records 24
Import dpc track data 24
Predefined user groups user ids and passwords 24
Common usage scenario 25
Creating instrument records in dpctrack2 25
Instrument record creation revision retirement 25
Retiring an instrument 25
Revising a master record 25
Test instrument record creation revision retirement 25
Upload download 25
Use of your company s calibration program 25
Downloading tasks 26
Reports 26
Uploading results 26
Chapter 4 27
Home screen 27
File menu 29
Menu toolbar 29
Using the home screen 29
Change password 30
Change user 30
Employee records 30
Exit dpctrack2 30
Group records 30
System options 30
User administration 30
User logoff 30
User logon 30
Backup database 31
Change company name 31
Import dpctrack data 31
Required fields 31
Tools menu 31
User defined labels 31
User defined lists 31
User defined variables 31
Help menu 34
Lists menu 34
Records menu 34
Reports menu 34
Main toolbar 35
Navigation toolbar 35
Work area 35
Chapter 5 37
Overview of standard screens 37
Standard screens 39
Add new record 40
Cancel changes 40
Close form 40
Copy current record 40
Data fields lists menu 40
Find record 40
List records 40
Overview of buttons 40
Preview master report 40
Print master report 40
Save record 40
Show work history 40
Edit menu 41
File menu 41
Reports menu 41
Chapter 6 43
User administration and levels of access 43
Employee record screen 45
General info tab 45
Additional info 46
Administration privileges 46
Password activation expiry 46
Force log off user 47
Group membership tab 47
Group type 47
User groups screen 47
Access levels tab 48
Customized record access 48
Members tab 48
Reminder options tab 49
User administration screen 50
Chapter 7 51
System options 51
Database name 53
System options 53
Last date the system database was backed up 54
Minimum password length 54
Number of days before user s password expires 54
Number of days between backup warnings 54
Number of logons before disabling 0 never disable 54
Number of passwords to remember 54
System settings tab 54
Allow user skin override 55
Default skin 55
Explorer display format 55
Minimum password age to allow change days 55
Number of minutes before time out 55
System date format 55
System decimal number format 55
Load dpctrack explorer on startup 56
Warn on overdue test instruments during cal entry 56
Chapter 8 57
User defined labels 57
Column descriptions 59
User defined labels 59
Modifying field labels 60
Chapter 9 61
Company record screen 61
Address lines 1 2 city state zip country 63
Company records 63
Contact phone email 63
General info tab 63
Tabbed notebook section 63
Force calibration failure 64
Options tab 64
Other addresses tab 64
Prevent duplicate ids across all record types 64
Users cannot finalize calibrations they entered 64
Allow the user to finalize incomplete calibrations 65
Allow warn or restrict if calibrated item is not approved 65
Allow warn or restrict on use of an unapproved test instrument 65
Font colors 65
Only show active test instruments 65
Prevent accuracy modifications during calibration 65
Require reason for failure on a failed calibration 65
Default values 66
Statuses 66
Change company name 67
Default reports tab 67
Chapter 10 69
User defined variables and user defined lists 69
Adding user defined variables 71
Selecting a file type 71
User defined options required fields 71
Decimal 72
Entering the variable name 72
Integer 72
Selecting the field data type 72
Signature 72
Deleting a user defined variable 73
Reordering user defined variables 73
Creating a new list type 74
Creating list entries for new list types 74
User defined lists 74
Configuring required fields 75
Chapter 11 77
Reminders 77
Reminders 79
Printing reminders 80
Chapter 12 81
Standard lists 81
Calibration frequency 83
List screens 83
Standard lists 83
Frequencies based on months or years 84
Frequencies based on weeks 84
Status 84
Department 85
Locations 85
Manufacturer 85
Signal type 85
Instrument type 86
Responsible technician 86
Vendors 86
0 calibration type 87
1 classification 87
2 document type 87
3 equipment type 88
Chapter 13 89
Document records screen 89
Document records 91
Active 92
Document type 92
Effective date expiration date date active date inactive 92
General info tab 92
Linked file 92
Location building 92
Physical location 92
Sop type 92
Tabbed notebook section 92
File menu options 93
Find recordctrl f 93
List records 93
New recordctrl n 93
Print preview 93
Print recordctrl p 93
Procedure tab 93
Review frequency review date last review date next review date 93
Save recordctrl s 93
Signatures tab 93
Close form 94
Delete record 94
Exit dpctrack2 94
Chapter 14 95
Equipment record screen 95
Equipment records 97
Equipment type 97
General info tab 97
Location building 97
Manufacture 97
Model number serial number 97
Tabbed notebook section 97
Additional info tab 98
Department 98
Instruments loops tab 98
P id number p id revision number 98
Status 98
User defined tab 98
Delete record 99
File menu options 99
Find recordctrl f 99
List records 99
New recordctrl n 99
Notes tab 99
Save recordctrl s 99
Close form 100
Exit dpctrack2 100
Chapter 15 101
Instrument record screen 101
General info tab 103
Instrument records 103
Manufacture 103
Model number serial number 103
Tabbed notebook section 103
0 first cal date last cal date next cal date 104
1 keep on schedule 104
Calibration frequency 104
Classification 104
Department 104
Document id 104
Equipment id 104
Instrument type 104
Status status modification date 104
2 approved by approved on 105
3 associated loops 105
Calibration points tab 105
Test type 106
Fluke switch test 107
Instrument record screen 107
This test type allows users to perform a switch test via the dpc or via manual entry on the calibration screen with one or two set points and an optional reset point check see figure 15 107
Cal points 108
Show dpc settings 109
Input signal information 111
Output signal information 112
Stated accuracy 112
Entering data and calculating limits in the calibration specifications grid 113
Modifying data in the calibration specifications grid 114
Test point groups 115
Additional info tab 116
Location building 116
Responsible technician 116
Warranty exp date exp man hrs 116
Copy record ctrl y 117
Delete record 117
File menu options 117
Find record ctrl f 117
List records ctrl l 117
New record ctrl n 117
Notes tab 117
P id number p id revision number 117
Save record ctrl s 117
Show work history ctrl k 117
User defined tab 117
Vendors 117
Close form 118
Exit dpctrack2 118
Chapter 16 119
Loop record screen 119
Loop records 121
Tabbed notebook section 121
0 keep on schedule 122
Calibration frequency 122
Classification 122
Department 122
Document id 122
Equipment id 122
First cal date last cal date next cal date 122
General info tab 122
Location building 122
Responsible technician 122
Status 122
1 approved by approved on 123
Additional info tab 123
Calibration points tab 123
Expected man hours 123
P id number p id revision number 123
Copy recordctrl y 124
File menu options 124
New recordctrl n 124
Notes tab 124
User defined tab 124
Close form 125
Delete record 125
Exit dpctrack2 125
Find recordctrl f 125
List recordsctrl l 125
Save recordctrl s 125
Show work historyctrl k 125
Chapter 17 127
Test instrument record screen 127
General info tab 129
Manufacture 129
Model number serial number 129
Tabbed notebook section 129
Test instrument records 129
Calibration frequency 130
Document id 130
First cal date last cal date next cal date 130
Keep on schedule 130
Status status modification date 130
Use this test instrument when calibrating the following instrument type 130
0 approved by approved on 131
Additional info tab 131
Calibration points tab 131
Copy recordctrl y 131
Date sent for cal date returned 131
File menu options 131
Find recordctrl f 131
New recordctrl n 131
Notes tab 131
Save recordctrl s 131
User defined tab 131
Close form 132
Delete record 132
Exit dpctrack2 132
List recordsctrl l 132
Show work historyctrl k 132
Chapter 18 133
Upload download screen 133
Downloading refers to the transferring of one or more items as tasks to the calibrator uploading pertains to copying of the calibration results and logged data to dpctrack2 as calibration records figure 18 shows the upload download screen 135
Getting started 135
Upload download screen 135
Clear calibrator memory 136
Close form 136
Exit dpctrack2 136
Features 136
File menu options 136
Initiate download upload 136
Default loop power 137
Download options 137
Options 137
Set calibrator date time to current date time 137
User entered values uev 137
View edit session log 137
View number of test results 137
Default temperature standard 138
Fluke options 138
Setup wrapup messages 138
Add note to all calibrations indicating make model and serial of device if available 139
By cals due 139
Download by 139
Downloading calibration items as tasks 139
Important 139
Update item s status on failure or success 139
Upload options 139
By configuration 140
By query 140
Tag list operations 141
Tag list edit functions 142
Tag list information functions 142
Adding to the tag list 143
Removing items from the tag list 143
Tag construction 143
Assign technician to calibrations 144
Chapter 19 144
Uploading results as calibrations 144
Who calibrated 144
A not found if the test instrument is not found in the database this type of warning may occur b out of calibration if the test instrument is not found in the database but the next calibration date is before today s date this type of warning may occur c not approved if the test instrument is found in the database but is not currently approved this type of warning may occur 145
Default calibration type for uploaded calibrations 145
Default test instrument warning options 145
Initiate upload 145
Options 145
Result duplicates 146
Calibration record authorizing 147
Test instrument recognition 148
Calibration screen 149
Chapter 19 149
Calibration records 151
Header fields 151
Item id 151
Item type 151
Tabbed notebook section 151
Automatic date rolling functionality 152
Cal frequency 152
Calibrated scheduled dates 152
Calibration id 152
Calibration type 152
Certificate 152
Finalized finalized by date finalized 152
General calibration info 152
Item info as of calibration record entry date 152
Man hours 152
Of cal points 152
Reason for failure 152
Temperature humidity 152
Who calibrated 152
Test point groups 153
Test results tab 153
Modifying calibration specifications 154
Separate as found as left inputs 154
Classifying the result of a calibration 155
Automatic warnings and messages 156
Force calibration failure 157
Users cannot finalize calibration they entered 157
Warn restrict allow if calibrated item is not approved 157
Warnings and messages that may appear as a result of options and default settings 157
Allow the user to finalize incomplete calibrations 158
Allow warn or restrict on use of an unapproved test instrument 158
Entering calibrations in multi mode 158
Only show active test instruments 158
Require reason for failure on a failed calibration 158
Test instruments tab 159
How instrument types affect the available test instrument list 160
Show all 160
Sop tab 160
User defined tab 160
Notes tab 161
Chapter 20 163
Import dpctrack data 163
Import dpctrack data 165
Field mapping 166
Frequency mapping 166
Compatibility limitations 167
Limitations for history imports 167
Limitations for instrument imports 167
Possible errors warnings 167
Advanced queries 169
Chapter 21 169
Advanced queries 171
Creating new advanced queries and modifying existing queries 171
Running previously saved advanced queries 171
Display fields section 172
Selection criteria section 173
Sort fields section 173
Wildcard characters matching parts of strings using like and not like 174
Using date field key words 176
Action button sets 177
Action buttons set 1 shown beside the selection criteria during query execution box 177
Action buttons set 2 shown below the selection criteria during query execution box 178
Navigating between records included in an advanced query list 178
Printing lists and saving them to external files 179
Using advanced queries in other parts of the program 179
Chapter 22 181
Dpctrack explorer 181
Dpctrack explorer 183
Grouping 184
Pop up menu options 184
Displaying additional information 185
Resetting the tree 185
Status indicator icons 185
Chapter 23 187
Reporting system 187
Report parameters tab 189
Reports 189
Advanced selection tab 190
Other options available on the reports menu 191
Set report directory 191
Custom reports 192
Printing 192
Report maintenance 192
Setting up new reports 192
General info tab 193
Report maintenance 193
Report parameters tab 194
Adding new reports from scripts 195
Deleting reports 196
Chapter 24 197
The logged data screen 197
What is logged data 199
Selecting port 200
Uploading logged data 200
Upload logs button 201
Data log id 202
Item id 202
Item type 202
Log record 202
Logged by 202
Manufacturer 202
Model number 202
Show logged data button 202
Tag id 202
0 values 203
1 values req 203
2 source value 203
3 time interval 203
4 min value 203
5 max value 203
6 date entered 203
7 entered by 203
Serial number 203
Start time 203
Stop time 203
Viewing log records 204
Listing log records 205
Navigating log records 205
Viewing logged data report 206
Backing up and restoring data 207
Chapter 25 207
Backing up 209
Restore from backup 210
Chapter 26 211
Troubleshooting 211
Troubleshooting device communication 213
Troubleshooting downloading instruments as tasks 213
Troubleshooting uploading results 214
A report descriptions listed by groups 215
Alert group 215
Appendices 215
Appendix a 215
Calibration alert report 215
Calibration bar code label 215
Calibration group 215
Calibration label 215
Failed calibrations report 215
Instrument calibration report spec summary 215
Instrument calibration report specs test point 215
Report descriptions listed by groups 215
Instrument test point analysis 216
Instrument test point trend 216
Loop calibration report spec summary 216
Loop calibration report specs test point 216
Loop test point analysis 216
Loop test point trend 216
Test instrument calibration spec summary 216
Test instrument calibration specs test point 216
Company group 217
Document group 217
Document report 217
Documents due report 217
Equipment bar code label 217
Equipment group 217
Events due this company 217
Instrument bar code label 217
Instrument group 217
Instrument master spec summary 217
Instrument master specs test point 217
Test instrument test point analysis 217
Test instrument test point trend 217
Data log report 218
Instrument due report 218
Instrument inventory 218
Instrument worksheet spec summary 218
Instrument worksheet spec test point 218
Inventory group 218
Logged data group 218
Loop bar code label 218
Loop group 218
Loop inventory 218
Loop master spec summary 218
Test instrument inventory 218
Loop master spec test point 219
Loop worksheet spec summary 219
Loop worksheet specs test point 219
Loops due report 219
Test instrument bar code label 219
Test instrument group 219
Test instrument master spec summary 219
Test instrument master specs test point 219
Test instrument reverse traceability 219
Test instrument worksheet spec summary 219
Test instrument worksheet specs test point 219
Active users report 220
Security log report 220
Test instrument due report 220
User group 220
Appendix b 221
B frequently asked questions 221
Frequently asked questions 221
Frequently asked questions list 221

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