Calibration of Measurement Instruments (PM/QM) 

Purpose
In this process, you create an equipment master record for a measurement instrument. When you schedule a
maintenance plan, you create a maintenance order and an inspection lot for the calibration of the
measurement instrument. Your measurement results are recorded in the inspection lot. The system proposes
the status "unrestricted-use" for the measuring instrument because the test results lie within the tolerance
range. You can accept this proposal when entering the usage decision.
Process Flow
You can find the data for this process under

 Creating the Maintenance Plan

 Assigning and Displaying the Task List
 Scheduling the Maintenance Plan
 Displaying the Calibration Order and Inspection Lot
 Entering Characteristic Values
 Entering the Usage Decision

Creating the Maintenance Plan 

Use
We have already created an analog measuring instrument as a piece of equipment. This needs to be checked
every 30 days. You now create a maintenance plan for this purpose.
Procedure
 Use the following procedure to call the transaction:
Menu Path Logistics
® Plant Maintenance ® Preventive Maintenance ® Maintenance Planning ®
Maintenance Plans ® Create ® Strategy Plan
Transaction IP42
Code
 Enter the following data:
Field Data Description
Maint. plan cat. Plant maintenance  
Strategy B Key date scheduling
 Choose .
The Create Maintenance Plan: Strategy plan screen appears.
 Enter the following data:
Field Data Description
Maintenance plan text Calibrate multimeter  
Equipment 10003540 Multimeter, analog
Order type PM06 Calibration order
 Choose .
 Choose the Maintenance plan scheduling parameters tab page.
 Enter the following data:
Field Data Description
Call horizon 90 Determines when the PM order should be generated for the maintenance
(%) call.
Scheduling 365 The scheduling period during which the system generates maintenance
period calls.
Start of cycle One month The system generates a maintenance order from the maintenance plan
before today’s every 30 days, so you set the cycle start one month in the past. This
date ensures that an order is available after scheduling.
 Choose .
 Do not leave this screen.

Assigning and Displaying the Task List 

Use
You now assign a maintenance task list to the maintenance plan.
Procedure
 Enter the following data:
Field Data
Cat A
TL group 30
GrpCr 1
 Choose .
 Choose .
You now see the operations for the task list.
 Choose Header.
The Display General Task List: Header General View screen appears.

 Choose .

 Choose .
You can see the number of your maintenance plan in the status bar. Make a note of your maintenance plan
number.
 Choose to return to the overview tree.

Scheduling the Maintenance Plan 

Use
To ensure that a maintenance order is generated at regular intervals, you need to schedule individual
maintenance plan calls.
Procedure
 Use the following procedure to call the transaction:
Menu Path From the Maintenance Planning node, choose Scheduling for Maintenance Plans ®
Schedule
Transaction IP10
Code
The system defaults the number of the last maintenance plan you processed.

 Choose .
 Choose Start.
In the Start of cycle field, you see the date you entered while maintaining the scheduling parameters. In this
case, one month ago today.
 Choose .
The first scheduled call has the status New start, save to call.

When you save the maintenance plan scheduling, the system generates the first maintenance order.

 Choose .

 Choose .

Displaying the Calibration Order and the Inspection Lot 

Use
The maintenance plan now generates a maintenance order every 30 days. You already created the first
calibration order by setting the start date one month in the past. The system released the calibration order
immediately. This immediate release generates an inspection lot.
Procedure
 Use the following procedure to call the transaction:
Menu Path From the Plant Maintenance node, choose Maintenance Processing ®
Order ® Order List ® Display.
Transaction Code IW39
 Enter the following data:
Field Data Description
In process Select  
Period 1 month before today’s date  
to Today's date  
 Choose .

If there are already several orders In process, the Display PM Orders: List of Orders screen appears. In this
list, select your order Calibrate multimeter, then choose Order.
If there is only one order satisfying your selection criteria, the Display Calibration Order ® Central
Header screen appears.
Note the order number.
 Choose .
In the Inspection lot field, you see the number of the inspection lot. Note the number.
 On the Display Usage Decision: Characteristic Overview screen, choose .
You now see the two characteristics to be checked: The characteristic Variance from zero and
characteristic Display at end of scale.

6. Choose until the overview tree appears.

Entering Characteristic Values 

Use
You enter the measurement values for the quality characteristics.
Procedure
 Use the following procedure to call the transaction:
Menu Path Logistics
® Quality Management ® Quality Inspection ® Work List ® Results Recording
Transaction Code QE51N
 Enter the following data:
Field Data Description
Insp. lot origin 14 Plant maintenance
 Choose .
 Select the characteristics 0010 Variance from zero and 0020 Display at end of scale, then choose .
In the Record Results for 000001: Characteristic Single Screen you see the target value, the upper limit and
the lower limit.
The status is 0 Can be processed.
 Enter the following data:
Field Data Description
Mean -0,4 The mean average of valid measurement values. In this case, however, only enter one
value measurement value.
 Choose .
In the status bar, the system informs you that Characteristic 10 has been closed: Valuation accepted.
The status of the characteristic is now 5 Processing is closed.
 Choose .
 Enter the following data:
Field Data Description
Mean value 100,2  
 Choose .
In the status bar, the system informs you that Characteristic 20 has been closed: Valuation accepted.

 Choose .
On the Record Results: Characteristic Overview screen, you see a green checkmark in the Valuation
column, and that the Accept indicator has been selected.

 Choose .
In the Valuation dialog box, you see that the equipment is rated as Usable with standard follow-up action.
 Choose .

 Choose to return to the overview tree.

 In the dialog box, choose Yes.

Entering the Usage Decision 

 Use the following procedure to call the transaction:
Menu Path From the Quality Inspection node, choose Inspection Lot ® Usage Decision ®
Record
Transaction Code QA11
 Choose Lots w/o UD.
 Enter the following data:
Field Data Description
Insp. lot origin 14 Plant maintenance
Plant 1000 Plant - Hamburg
 Choose .
The system displays a list of inspection lots.
 Select your inspection lot number, then choose .
The Record Usage Decision: Characteristic Overview screen appears.
 Choose .
In the Nonconforming column, you see that zero sample units do not conform to the standard. In the Share
of scrap column, you see that the percentage of units not conforming to the standard is also zero.
 Enter the following data:
Field Data Description
UD Code A1/14 Usable with standard follow-up action
 Choose .
The values of the other fields are updated.

 Choose .
Choose to skip the information dialog box.
Your inspection lot is still displayed.
 Choose .
The screen is refreshed. The number of your inspection lot is no longer displayed, because you have
recorded the usage decision.

You have now determined that the multimeter can continue to be used as a measuring instrument.

 Choose .