ProCalX provides the following lists for quick data entry, dropdowns, and fixed values. These lists can be managed by selecting Administration and then expanding Lists.
Actions
| Column Name | Description | Note |
| Name | The name of the action. | Required Field. |
| Category |
The sub-category where the action will show up in the dropdown.
|
Required Field. |
Asset Statuses
| Column Name | Description | Note |
| Name | The name of the asset status. | Required Field. |
| Index Visibility |
This toggle controls if assets with this asset status assigned will appear on the index pages (assets/results).
|
Required Field. (T/F) |
| Dashboard Visibility |
This toggle controls if assets with this asset status assigned will appear on the dashboard.
|
Required Field. (T/F) |
| Report Visibility |
This toggle controls if assets with this asset status assigned will appear on reports.
|
Required Field. (T/F) |
| Test Standard Visibility |
This toggle controls if assets with this asset status assigned will be available to select as a test standard used on a calibration.
|
Required Field. (T/F) |
Classifications
| Column Name | Description | Note |
| Name | The name of the classification. | Required Field. |
| Category |
The sub-category for the classification.
|
Required Field. |
Departments
| Column Name | Description | Note |
| Name | The name of the department. | Required Field. |
Frequencies
| Column Name | Description | Note |
| Name | The name of the frequency. | Required Field. |
| Unit |
The unit of the frequency. E.g. days, weeks, months, years
|
Required Field. |
| Amount | The amount of the frequency period. | Required Field. |
| Push to End of Month |
Applies to monthly or yearly frequencies. Checking this option will automatically push the next calibration date to the end of the month.
Help Article: https://helpcenter.primetechpa.com/hc/en-us/articles/35708241512717-Updated-April-2025-End-of-Month-Frequency-Settings
|
Manufacturers
| Column Name | Description | Note |
| Name | The name of the manufacturer. | Required Field. |
Physical Locations
| Column Name | Description | Note |
| Name | The name of the physical location. | Required Field. |
| Building | There can be multiple buildings added to any given physical location. E.g. Physical location called ‘Campus’ could have “Lab 1” and “Lab 2” added as Buildings. |
Procedures
| Column Name | Description | Note |
| Title | The name of the procedure. | Required Field. |
| Code |
The code of the procedure.
|
Required Field. |
| Effective Date | The date the procedure becomes active. | MM/DD/YYYY |
| Expiration Date | The date the procedure expires. | MM/DD/YYYY |
| Issue Date | The date the procedure was issued. | MM/DD/YYYY |
| Retention Note | Specifies document retention or compliance requirements. | |
| Revision | The revision number of the procedure. | |
| Remarks | Additional notes about the procedure. |
Result Statuses
| Column Name | Description | Note |
| Name | The name of the result status. | Required Field. |
| Display Order | The order the result status will appear in the dropdown. | Required Field. |
| Draft | Result statuses with draft enabled will not appear on reports as it is essentially an incomplete calibration. | Required Field. T/F |
Units
| Column Name | Description | Note |
| Short Name | The abrieviated name of the unit. | Required Field. |
| Full Name | The full name of the unit. | Required Field. |
| Parent Unit | The base unit specification. If none of the predefined apply then leave as ‘N/A’. | Required Field. |
| Multiplier | The multiplier of the base unit. Defaults to 1. | Required Field. |
Vendors
| Column Name | Description | Note |
| Name | The name of the vendor organization. | Required Field |
| Contact Name | Primary contact person at the vendor. | |
| Address | Street address of the vendor. | |
| City | City of the vendor location. | |
| State | State or region of the vendor. | |
| Postal Code | ZIP or postal code. | |
| Country | Country of the vendor. | |
| Office Phone | Primary office phone number. | |
| Mobile Phone | Mobile contact number. | |
| Fax Phone | Fax number (if applicable). | |
| Vendor contact email address. | Requires a valid email address. | |
| Certification Type | Type of certification held by vendor. | |
| Certification Number | Certification identifier number. | |
| Certification Expiration Date | Expiration date of certification. | |
| Remarks | Additional notes about the vendor. |