Calibration work starts with an active requirement, continues through a resumable calibration event, and ends with independent review. The event hub is read-only and sends you to focused task pages for each evidence step.
Choose individual or group work
- For one equipment requirement, choose Record calibration work and follow Record calibration work.
- For several devices using one exact approved group-enabled procedure revision, choose Start group calibration from Calibration work or the relevant work order. Use the session for actual shared operations and each device's readings, then finish and submit devices independently. Follow Calibrate a group of devices.
- To return to an existing session, choose Resume a group calibration session from Calibration work, then open the saved session. Its device links lead to the individual evidence and review pages.
If the method has not yet been prepared for shared work, Prepare a procedure for multiple devices explains the controlled authoring and approval prerequisites. Starting a group does not combine results, approvals or certificates.
Before calibration
- Register the equipment.
- Assign it through a time-bounded deployment when it is installed at a client, site, or location.
- Create or assign a calibration requirement.
- Confirm the method and the measurement, reference-standard, uncertainty and decision-rule controls required by this requirement.
Calculated uncertainty needs structured measurements. Internal calibration requires an approved controlled procedure revision. Verification and functional checks can use an approved procedure, or defined acceptance criteria with a meaningful justification when the requirement permits this and makes no accreditation claim. Provider work retains its external method and required documentary evidence. Follow Create a calibration requirement for the controls that apply to each route.
Guided calibration order
Metra shows your progress, blockers, warnings, and one recommended next action. The work plan presents the evidence areas in this order:
- Select reference standards when required.
- Start or resume the controlled procedure when required.
- Record structured measurements when required.
- Calculate or record uncertainty when required.
- Calculate conformity when required.
- Complete the result summary.
- Upload an external certificate or prepare a generated certificate, according to the requirement route.
- Review readiness and submit.
Continue calibration still follows the Metra-recommended next action, which may differ from this visible order when prerequisites, saved progress, or required evidence dictate another task.
The event overview is for status and navigation, not editing. Use its links to open the dedicated procedure, standard, measurement, uncertainty, conformity, certificate, summary, and review pages.
Navigate between work and evidence
Use Calibration work to find an event and open its Work plan. The work plan shows its status and links to each evidence task. Task-page breadcrumbs follow Calibration work → event work plan → current task; the equipment record is available through a separate contextual link.
The event section menu wraps on wider screens and becomes a section picker on mobile. The current section is identified in the menu. Use Work plan to return to the overview, or Return to procedure step when you opened evidence from a specific step.
Long-running work
Before starting controlled execution, review the Actual place of work, Work site and relevant environmental, transport and stabilisation evidence. Creating a draft does not start its controlled procedure; the actual work context freezes when guided execution starts. See Prepare and perform on-site work. The internal work and reports guide explains internal recipients and departments without requiring a customer workflow.
Each completed step is saved immediately as a fixed execution revision. If you leave and return, Metra resumes at the first required step still open.
Submission and review
Readiness and submission use the same checks. A component is not complete if submission would reject the current evidence. Submitting freezes the exact evidence revisions and current external certificate version.
For generated certificate routes, approval also reserves the next number and saves the final issuance snapshot before PDF generation continues.
A different authorised person must perform independent approval. Failed or indeterminate approved work, including failed as-found evidence, retains its result and can open an out-of-tolerance investigation.
Equipment movement and certificates
Current placement is derived from the open equipment deployment. Historical reporting uses deployment overlap, so moving or unassigning equipment does not erase its site history. Certificate storage is tied to the calibration event, allowing upload or replacement after movement or unassignment.
Related guides
- Record calibration work
- Calibrate a group of devices
- Execute a calibration procedure
- Select reference standards
- Record measurement results
- Calculate measurement uncertainty
- Calculate conformity decisions
- Upload a calibration certificate
- Generate a calibration certificate
- Review procedure execution
- Out-of-tolerance workflow