Creating an Asset

The ProCalX + New button listed at the top left corner is contextual to whatever screen you are currently on.  From the Dashboard page, clicking + New will show you a dropdown of the asset types you can create in the system e.g. Instrument, Test Standard, Loop, and Equipment.  From the dropdown you will select the asset type you are looking to create.

 

 

From here the asset create page will load and you will have the details tab open.  Next you can populate the basic details of the asset such as general information (manufacturer, model number, serial number, etc) as well as the calibration schedule and any remarks/comments about the new asset.

 

Asset
Column NameDescriptionNote
Asset IDUnique identifier used to distinguish the asset within ProCalX.  E.g. Instrument ID, Test Standard ID, Loop ID, or Equipment ID.Required Field.
NameUser-friendly name or description of the asset.Required Field
ManufacturerThe company that produced the asset. 
Asset StatusCurrent lifecycle status of the asset. 
ModelThe model number or designation of the asset. 
Physical LocationThe primary physical location where the asset resides.  
SerialThe manufacturer-issued serial number for the asset. 
Functional LocationLogical or operational grouping of the asset (e.g. system, process, or function). 
ClassificationCategorize the asset using predefined or custom tags. 
DepartmentThe department responsible for or associated with the asset. 
ProcedureIdentifies the primary calibration or maintenance procedure assigned to the asset. 
Next Calibration DateThe next scheduled calibration date for the asset.MM/DD/YYYY
FrequencyThe calibration frequency for the asset. 
RemarksAdditional notes or comments related to the asset. 
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