Checking and Approving/Rejecting A Certificate

Select the certificate to be reviewed for approval from the left panel. The right panel will be populated with information related to the calibration job:

The following information will be displayed:

• System ID: The system ID of the instrument that has been calibrated
• Item: The manufacturer and model number of the instrument that has been calibrated
• Cert No: The certificate number of the certificate that is awaiting approval
• Job No: The job number of the certificate that is awaiting approval
• Customer: The customer that the instrument has been calibrated for
• Cal Type: The calibration type - one of:
  • Accredited
  • Traceable
  • Certificate of Conformance
  • Electrical Safety Test
  • Test Report
• Cal Date: The date of the calibration
• Cal By: The user that performed the calibration in ProCal
• Report Name: The name of the report file to be used to generate the certificate. This will be automatically picked based on one of the below criteria, but can be changed by the user before viewing the certificate:
  • Template that was set at the point of booking-in ie with advanced book-in controls
  • Template that was set to the procedure used in ProCal
  • Template that is set as default in certificate approval app settings
• Warning: appears only if there are failed or probable failed tests on the certificate that have not been resolved by a passing test on after adjustment results

Once the certificate information has been checked, the user has two options:

• View Order: view the scanned order PDF (if one exists) linked to the wider order that this calibration is part of. This allows the signatory to check that the correct calibration type has been used, for example
  • Note: the order PDF will be opened in the program set on the user's PC as the default for opening PDF files. It will not be opened within the certificate approval app
• View Certificate: loads the certificate on screen for checking, using the template selected under the "report name" dropdown

Certificate Screen

The certificate screen shows a digital version of the certificate generated into the selected template, along with controls to help the user check the certificate and then either approve or reject the calibration. 

• Zoom
  • Use the zoom dropdown box to select the zoom level of the report on screen. The user can either select one of the values already populated in the box, or the user can free type a zoom value

• Page select
  • Use the page select buttons and dropdown to browse through all pages of the report. The buttons in order from left to right perform the following functions:
    • Skip to first page
    • Move to previous page (relative to current page)
    • Move to next page (relative to current page)
    • Skip to last page
  • The drop down box will display all available pages. Selecting a page number will take the user directly to that page

• Close
  
  • Clicking this button will close the report viewer without making a "reject" or "approve" decision

• Reject
  
  • Clicking the "reject" button will start the process of rejecting the calibration. Once clicked the "rejection panel" will be shown
  • The rejection process can be cancelled at this point by clicking the "cancel" button
  • To confirm the rejection, enter a rejection reason in the text box, then click "ok". The rejection reason will be saved and the instrument will remain in status "M: Awaiting Paperwork". The users should then follow internal processes to decide on next steps for the instrument calibration
    
  • The user will be returned to the main screen, and the certificates awaiting approval list will be refreshed. The rejected certificate will remain in the list. When selected, the rejection reason will be displayed

• Approve
  • To approve the certificate and allow the instrument to be processed and/or dispatched, click the "approve" button
  • A confirmation message will be shown with the signatory name
  • Click "ok" to clear the message
  • The instrument will now be in either status "M: Awaiting Paperwork" or status "N: In Dispatch" depending on the configuration in the app settings. 
    • The instrument is now available to move through processing/dispatch in ProCal-