Requirements and templates pin an exact approved revision. Later procedure approvals never alter active work silently.
After approving a new procedure revision, Use this revision in a requirement opens the equipment register. Select the equipment, add or edit its requirement, and choose the approved code and revision in the controlled-procedure selector.
- Create or edit a requirement or requirement template.
- Confirm the procedure policy permitted for its calibration type and accreditation route.
- For internal calibration, verification, or a functional check, open Controlled procedure revision and select the approved code, title, and revision required for the work.
- For external calibration, retain the external provider method or specification reference, or link an independently reviewed provider and retain certificate/service provenance. The method reference may be omitted for that reviewed-provider route. No controlled revision is selected.
- Save the requirement or template revision.
- Review the displayed policy, pinned revision identity, or external method before activation or assignment.
Eligible non-accredited verification or functional checks can instead select Defined acceptance criteria without a controlled procedure. Record meaningful Procedure policy justification and the requirement's acceptance criteria. This route does not remove other technical evidence requirements and cannot provide the controlled revision needed for group procedure execution. Internal calibration still requires a controlled procedure. See Create a calibration requirement for the permitted routes.
When a newer procedure revision is approved, review its impact and create a controlled requirement revision to adopt it. Existing events remain pinned to the revision selected when they started.
Prepare compatible requirements for a group
For group calibration, pin every participating equipment requirement to the same exact approved, effective revision with Allow group execution enabled. Using the same procedure title or template is insufficient if the requirements point to different revisions. Activate the requirements and review the assigned evidence controls before selecting them in Start group calibration.
If an approved procedure is not group-enabled, an authorised author must prepare and approve a new revision. Assign that revision deliberately to the relevant requirements; an existing event cannot be moved to the new method by changing its requirement.
Next steps
- Create a calibration requirement
- Execute a calibration procedure
- Calibrate a group of devices
- Calibration work overview
Use Search approved procedures to narrow the dropdown. All pages of approved procedures are included. After creating and approving a prerequisite in another tab, choose Refresh choices; your other form entries and selected revision are retained. A partial loading error leaves the available choices visible and can be retried.