Complete your organisation setup

Use the setup progress bar below the organisation navigation to see configuration and orientation tasks suited to your membership. The journey is guidance: it is not a compliance score, an approval record or proof that your organisation is accredited or ready for an audit.

Every task is optional. You can defer an item or continue to another area at any time. While relevant assigned work remains, a compact setup progress bar appears below the organisation navigation on every organisation page. Completed work and deferred tasks are shown separately. When you opened a workspace from a setup task, Return to setup brings you back to that task even after its work is completed.

For help getting started, select Book an Onboarding Call at the top of the setup page. The onboarding booking page opens in a new tab so you can keep your setup workspace open.

Organisation contact information

Open Organisation → Contact details and enter the organisation’s postal address, contact email and telephone. These details identify the organisation in its records and reports. Complete the issuer details before issuing new certificates when your workflow generates them. Select the country by name, such as United Kingdom, Ireland or United States. Existing organisations can still sign in and view historical certificates while completing these details. Set up a client and its site when planning customer work; internal work does not require a client. A registered calibration location with an effective address is required for Metra-issued outputs, rather than for every work order. Checklist deferral does not bypass certificate readiness checks.

You can replace saved contact details and clear optional address fields. If another user has saved changes since you opened the form, reload the latest details before saving again. Issued certificate information remains frozen; changes apply to future certificates.

The setup progress area keeps page actions in place while guidance loads, including on narrow screens and when you return to a task. After resolving all tasks, Review setup remains available. Open Current setup task and next steps for the task explanation, prerequisites, Refresh setup after saving and the next action. Expanded guidance stays readable as it grows.

Understand your journey

Your journey depends on your role and effective permissions in the selected organisation:

• Owners focus on initial members, delegation, structure and individual organisation settings.
• Organisation administrators focus on membership, structure, assets, imports and permitted operational settings.
• Quality managers focus on controlled procedures, quality policies, uncertainty, decision rules, personnel authorisations and audit evidence.
• Calibration managers focus on requirements, standards, technical-authorisation coverage, teams, due work and work orders.
• Calibration engineers focus on personal readiness, assigned work, controlled execution, measurements, certificates and submission for independent review.

Tasks that you cannot perform under your current effective permissions are not presented as actions. Changing a checklist assignment never grants permission or technical authorisation.

Owner and administrator setup

Review members and permissions, organisation contact details and sites and locations. Delegate shared work to eligible colleagues and use setup imports when you have the required access. Administrative access does not grant technical approval or allow someone to approve their own work.

Quality manager setup

Review controlled procedures, uncertainty evidence and independent measurement review. Check the current permissions and technical authorisation for each action. Independent review and controlled release remain separate from checklist progress.

Calibration manager setup

Prepare calibration requirements, confirm the available methods and standards, then plan assigned work using work orders. Drafting and coordinating work do not grant independent approval authority.

Calibration engineer setup

Start with recording calibration work and measurement results. Check your assigned equipment, applicable method and current authorisation before starting. Save the required evidence and submit it for independent review. Ask the setup manager to handle imports or configuration that your membership cannot perform.

Tailor setup to your organisation

Members with setup-management permission start with How will your organisation use Metra? Other members can review the saved operating model and work through their permitted tasks. Select all activities you carry out: customer calibration services, internal calibration, external providers, verification checks and equipment supporting testing. These are capabilities you can combine, rather than industry labels. Say whether accreditation covers all, some or no applicable work; choose Not sure yet when unknown. Unknown answers never authorise accredited claims.

Choose whether you mainly retain external evidence, record measurements and assess results, or do both. Certificate output options lets you explicitly include Metra-issued certificates when needed. The review shows Selected — generate certificates in Metra or Not selected from your saved answer; providing customer calibration services does not select output or grant issuance authority. Select Preview setup changes, check Check your setup answers and use its Change links before selecting Confirm and personalise checklist. Use Change setup answers to revise a confirmed model later. Only confirmation saves the answers on the server; unsaved changes can be restored explicitly in the same browser tab. Changing the model does not delete records, assignments, completed evidence or task history.

If you leave before confirming, return to Setup and explicitly restore any available unsaved answers; preview their impact again before confirming. Each answer, including certificate generation, has a Change link. Unsaved recovery retains the version you originally edited. If someone saved newer answers, your restored edits stay visible while the version-conflict message lets you load the latest saved answers for review. Check those answers before confirming or changing them. Older browser drafts without a recorded version cannot be restored safely; discard them explicitly and start from the saved answers.

An external equipment owner can begin with equipment, placement and active requirements to track due dates. Internal uncertainty budgets, procedures and accreditation profiles are not compulsory setup for that path. Testing laboratories can control equipment without configuring a customer calibration service. Verification work may retain defined acceptance criteria and results without a certificate. Technical evidence is decided by each requirement and method, including applicable uncertainty and conformity rules for non-accredited work.

Metra recognises saved configuration automatically, including complete contact details and applicable sites, equipment, requirements and technical records. Configured describes these live records; Reviewed describes an acknowledgement. Missing fields link to the relevant editor. Archived or invalidated records can make setup incomplete again, while the existing assignment and task history remain. Deferred and not-applicable tasks remain available and are not evidence of approval. Start using due tracking when the checklist says it is available; controlled work still passes its own evidence and approval checks.

Use Accreditation by activity (optional) to distinguish calibration, verification and testing. An unspecified activity does not acquire an accreditation claim from another activity's answer. Do external providers calibrate your reference or check standards? (optional) keeps relevant standard-calibration guidance available for internal work. Does your organisation perform work on-site? (optional) offers Yes, No or Not specified and keeps field-work guidance relevant to your activities. Older unset answers show Not specified in review. Every saved answer has a change link. These answers guide setup; they do not approve a procedure's place-of-work scope or grant technical authorisation. See Prepare and perform on-site work.

Use Assign on shared tasks to select an eligible active member, including yourself, or leave the task unassigned. Ineligible members show the reason. Assignment does not grant permissions or approval authority. Personal tasks explain why they cannot be delegated. My tasks contains work assigned to you, while managers can filter All setup tasks by assignee, status or unassigned work. If a member leaves or loses permission, review the warning and reassign the work. Invite links appear only for members authorised to invite.

Procedures, decision rules and uncertainty budgets count as configured only when their current revision belongs to the same record and organisation, is approved and is currently effective. The first-equipment path requires an active category, a valid active site placement that has already begun, and an active requirement with a due date. A future placement, archived category or expired method leaves setup incomplete; restore or replace the live record without resetting the task history.

Reviewed choices prioritise relevant tasks. You can reveal other setup tasks when needed. Saved draft answers need review before they personalise the checklist.

Follow the recommended next action

The setup page highlights one next action based on your permitted tasks and the available prerequisites. Needed to get started prioritises equipment categories, equipment, sites and calibration requirements. Configure when needed contains later options such as clients, templates, signatures, branding and integrations; these do not hold up the starter progress indicator. Open a task to work in the relevant workspace section. Setup counts refresh automatically after successful saves or reviews in this organisation. You can also use Refresh setup after saving, Continue setup or Return to setup below the organisation navigation. If a colleague needs to perform a step, coordinate with them instead of treating the checklist as an approval.

The equipment path connects five stages:

1. Site: establish where equipment is held or used.
2. Equipment: register the first equipment item and review its identity, placement and lifecycle.
3. Site deployment: assign this equipment to a current site deployment. If a site exists but the item remains unassigned, this step links directly to its equipment record.
4. Requirement: add a calibration requirement to that same equipment item and complete the normal method, due-date and activation steps.
5. Evidence: record calibration work for the requirement, retain the required certificate and follow the usual review workflow.

Use Choose equipment to follow to search for a pilot instrument. Select it under Equipment for setup guidance, then choose Follow selected equipment. Retired and archived items are excluded and Metra checks access to the selected record. Your selection is remembered for this membership and organisation in the current browser tab; it does not change anyone else's journey. If the saved record is no longer accessible, choose another item.

The path uses existing records, so you can leave and return without starting from scratch. A draft calibration event alone is not completed evidence. Route configuration checks show the server's current checks for the selected equipment and every active requirement, including applicable method, source, uncertainty, authorisation and output checks. An external route does not require an internal calculation budget merely because another requirement uses one. Action needed describes a definite blocker; Check for this work means information such as source range or the particular work's scope still needs assessment. Permitted remedies link to the relevant record; otherwise coordinate with an authorised colleague. These indicators do not approve work, establish accreditation or authorise equipment use. Refresh after changing records.

For explanations of the fields, see Calibration and traceability, Accreditation and scopes, and Measurement uncertainty.

Choose the setup steps your workflow needs

Tasks follow a suggested order. Before you begin explains dependencies and the circumstances in which they apply in both My tasks and All setup tasks. Availability badges check for existing active or approved records in this organisation. Needs setup before starting identifies a missing required prerequisite; Review prerequisites for your workflow includes optional or unverified dependencies. Configured or reviewed tasks say Configuration or review recorded; check the requirements for this work. Ready to start on unfinished setup does not certify that a record covers your particular calibration. Deferring or completing a checklist item never substitutes for a live record. Select Refresh setup after creating or approving related records. Links appear only when you have the permissions for that destination; otherwise coordinate with the responsible colleague.

1. People and structure: invite colleagues and delegate the organisation settings below. Create an active equipment category, then register equipment or use Data Import. Equipment can be registered in rotation before site placement. Add clients first when creating client-owned sites; internal sites do not need a client. Assign equipment to a site before adding calibration requirements so its schedule has a timezone. Locations are optional equipment placement detail.
2. Controlled calibration: where you perform controlled work, establish the decision rules, procedures, reference standards and uncertainty budgets the work will use. Approve controlled records through their normal workflows. Confirm personnel's technical authorisations against the relevant procedures and activities.
3. Accreditation, when required: create or import the profile, check its scopes and versioned seal, and obtain independent approval before selecting it in a requirement template. Templates that do not need accreditation can use Not required.
4. Templates and assignments: create reusable templates with the appropriate approved procedure and accreditation profile where applicable, activate them, and assign them to equipment. Equipment without an assigned requirement will not acquire a due calibration simply because a template exists. A requirement can also be created directly on equipment.
5. Generated certificates, when used: review report branding and certificate numbering before issuance. An accredited generated certificate also needs the selected profile's approved seal and matching scope coverage. External certificate uploads do not require Metra's generated-certificate setup.
6. Operational work: use assigned requirements to plan the first work order, allocate eligible personnel and complete work through its normal review workflow.

For production or other internal work, follow Plan internal work and reports. For field work, review site contacts and access notes, identify portable equipment and standards, then reserve portable equipment when planning a work order. A booking does not move equipment or establish its fitness for calibration.

There is no need to create a requirement template or accreditation profile before authoring a procedure. Certificate outputs describe the evidence the procedure produces; they do not require a profile. If a profile scope needs a specific procedure, approve that procedure first and select its revision from the scope dropdown. Site and procedure scope links are optional, so they do not block profiles that do not need those restrictions.

Reference standards are registered against existing equipment. Register the equipment first, then its reference-standard record. Equipment creation does not require a reference standard. Standards become required evidence only when the chosen calibration policy requires them.

Creation pages block actions when a known required dependency is missing and explain how to resolve it. Missing data, loading and failed checks have separate states. Where setup links open another tab, keep the original form open and refresh its choices after setup to preserve entered information. Checklist completion and deferred tasks never replace actual active or approved records.

External calibration with uploaded certificates does not require all the controlled-calibration or generated-certificate setup above. Reading an orientation guide can happen at any time. Deferring a setup item never bypasses the validation, approvals, scope checks or permissions enforced in the destination workflow.

Review organisation settings separately

Organisation configuration is divided into focused, independently assignable tasks. Each task opens its own settings page so you can review, complete or skip it separately:

• Electronic signature policy: choose when controlled actions require a signature and the recent-authentication window. See Sign controlled approvals. This organisation policy is separate from each member's Configure your signature task.
• Public asset QR verification: decide whether equipment QR labels can expose a restricted public calibration summary and which fields are disclosed. See Configure public asset verification. Each equipment item still needs its own opt-in; completing setup does not enable public access.
• Calibration notifications: review reminder types, delivery channels, repeat cadence and evaluation time. See Configure calibration notifications. Requirements and responsible members can be configured separately before reminders are needed.

Report branding and Certificate numbering remain separate tasks for organisations issuing Metra-generated certificates. Only tasks permitted for your role and effective permissions are offered. Use the page's save action to apply settings, then mark the setup task complete after reviewing the saved configuration. You can keep an optional feature disabled and complete its review without enabling it.

The former Confirm organisation details task is retired. Existing completed or skipped history is retained; unfinished copies become No longer applicable. Its previous status does not automatically complete the new settings tasks.

Work through your tasks

The My tasks view groups work by setup area and identifies each task's purpose, current status and assignee. Use the destination action to perform the real configuration in its authoritative workspace. Owners and administrators can move between My tasks and All setup tasks with the arrow keys; Home selects the first view and End the last. Tab moves into the selected panel.

Each task has one primary status. Configured means live configuration is available; Reviewed means the review was acknowledged. These cards are collapsed in both My tasks and All setup tasks, with their title and status visible. Expanded explanations retain the recorded task review and assignment history separately from live configuration. Select the task heading or Show details and options to reveal its description, prerequisites and permitted actions, including Reopen where available. You can also focus the heading and use Enter or Space to expand or collapse it. Deferred tasks remain expanded with Deferred, even when some records exist. If previously completed configuration becomes invalid or cannot be checked, the task shows Needs attention or Not checked and stays expanded so you can resolve it. Reopening records a new outstanding review without removing valid underlying records.

Expanded task headings, the selected view, management filters and page are remembered for this membership and organisation in the current browser tab. Refreshing setup keeps the workspace open and preserves unsaved workflow choices. These display preferences are guidance only; the server rechecks permissions and task versions for every action.

• Choose Mark as in progress when you want to show that an item is under way. Use the destination link separately to open the task.
• Choose Mark as reviewed only for an orientation or review item.
• Review locations can be acknowledged in either task view when you are permitted to review it. Site-level placement may be sufficient; acknowledgement does not require creating an unnecessary location hierarchy. Management views expose the same backend-permitted review actions, while another member's personal orientation remains private.
• A Configured item records successful underlying configuration. After reopening Create or review sites, review existing sites and choose Confirm sites are configured; at least one active site must exist. Review locations is a separate manual task, so saving a site does not claim its locations were reviewed.
• Choose Defer when an item is not useful now.
• Choose Reopen to return a completed or deferred item to the outstanding list.

Your progress counts the recommended tasks in My tasks, plus explicitly assigned or delegated shared work even when outside the selected workflow. Completed in the totals means Configured plus Reviewed; deferred work remains separate and does not increase completed progress. Other optional tasks can be revealed without changing that denominator. Progress for these filters in All setup tasks counts every matching task across all pages, with other members' private personal tasks excluded. Filter by Task status for the live primary state or Recorded review status for stored review history. Changing filters resets the page and clears the old results until you select Apply filters. If totals shrink, the page is clamped to the remaining results.

Configured records that lose validity count as Needs attention or Not checked, rather than completed. Assignments and prior acknowledgements remain in history. Deferring a quality or calibration item does not create a controlled record, approve evidence or bypass a normal requirement.

Delegate shared setup work

Owners and organisation administrators can use All setup tasks to review shared work and assign, reassign or unassign it. Filter by Assignee using member names or Unassigned to find work needing an owner; no membership identifier needs to be entered.

1. Open the shared task.
2. Select Assign or Reassign.
3. Review each member's eligibility message.
4. Select an eligible active member and confirm.

Metra checks that the member belongs to the same organisation and has the destination permissions required by the task. Ineligible people remain explained rather than silently disappearing. Assignment coordinates responsibility only; it does not change a role, grant access or certify competence.

Assigned cards retain the assigner and assignment time. Shared work remains visible to its assignee and delegator, including off-model work. A Setup task assigned notification opens that exact task; reading the message does not complete it. Pending delivery is rechecked against the current assignment, membership, task state and preferences. Starting the task does not invalidate the assignment; reassignment or withdrawal stops stale pending delivery while notification history remains.

Personal tasks, including a member's own signature or orientation, cannot be delegated or completed by a manager on that person's behalf.

Reviewer guidance checks that another active member has the applicable review permissions. Where independent approval or technical authorisation is required, the controlled workflow still verifies the actual reviewer for that record; the existence of another member alone is insufficient.

Leave or dismiss the journey

Select Continue to dashboard whenever you are ready to use the rest of Metra. Dismissing the journey records that preference but does not complete or skip its tasks. The compact progress bar remains available while work is outstanding. Setup also remains in organisation navigation after every task has been completed or deferred, after dismissal, and when the progress service is temporarily unavailable. Return there to review or reopen tasks; signing in does not force you back through the journey.

Defer my remaining personal tasks first shows the exact assigned tasks to defer, including any currently hidden by workflow tailoring. Choose Keep working to cancel or confirm the displayed count. Completed tasks remain unchanged. If a task changes in another session, Metra stops and shows how many changes succeeded. Undo last deferral reopens only tasks successfully changed by that action, using their saved versions; it does not overwrite later changes. The undo list is remembered in the current tab so you can resume after leaving Setup. Reopened tasks return to the outstanding list rather than restoring their earlier in-progress status.

If your role changes, Metra preserves completed and skipped history, withdraws unfinished tasks that no longer apply and adds relevant tasks for the new role. Returning to a previous role restores its unfinished personal tasks using their existing records. Ownership transfer updates both members' journeys. Suspended or revoked members cannot update setup. Shared work assigned to them remains visible to owners and administrators for reassignment.

Owners and administrators can reopen a shared task from All setup tasks, including a task assigned to another member. Personal tasks remain self-only. Running setup backfill adds missing tasks and reconciles role changes while preserving deliberate unassignment, completed work and deferrals. Repeating it does not reset progress.

If an update fails

• Refresh after a version-conflict message, review the latest task state and retry your intended change.
• Confirm that you are working in the correct organisation and that your membership is active.
• Ask an owner or organisation administrator to review an unavailable shared assignment.
• Follow the linked workflow's own validation when the destination action fails; deferring its setup task does not bypass that validation.

For access problems, see Troubleshoot access and missing actions. For initial structure and bulk records, see Choose a setup import.

Defer shared work with a planned review

Use Defer on an organisation task, record the reason and review date, and select Confirm deferral. The task shows the recorded deferral and can be reopened when work resumes. Deferral does not complete missing configuration or waive approval controls.

Open Deferral history on a task to review retained reasons, review dates, actors and recording times. Reopening clears the current deferral without erasing that history. History follows the same organisation and task visibility checks as the task itself; another person's private personal task does not become available through history. Assignment cards show the assignee, assigning member and time when that information is available.

Defer my remaining personal tasks covers your personal orientation tasks. Shared setup work is reviewed and deferred individually so colleagues can see its reason and planned review. Assignment still requires the actual action permission; an owner coordinating a task may see why its workspace is unavailable and a hand-off destination.

For technical competence records, open Calibration > Technical authorisations. For pending independent review, open Calibration > Approvals inbox. Reading a notification does not mark the underlying review complete.

Accreditation imports when applicable

If your work uses a UKAS schedule, open Data Import or Accreditation profiles and choose Import UKAS Schedule. Importing does not establish an approved accreditation claim. See Import a UKAS calibration schedule.

Preserve unfinished work

Save before leaving an editor. Warnings let you stay, and supported drafts can be restored explicitly in the same tab. Confirmed sign-out clears recoverable drafts. See Save edits and sign out safely.

Understand recalculated progress

Personalising the operating model changes which tasks apply. The total and completed count are recalculated for that scope; a smaller count does not delete prior completion, deferral or assignment history. Compare the same organisation, membership and filters. Configured, reviewed, deferred, in-progress and no-longer-applicable work remain distinct. Assignment shows the actor and time, and authorised colleagues can reassign shared work without rewriting controlled evidence.

Preview operating model changes

Choose the activities, accreditation arrangements, field work, regulated or quality-system work and multiple-site options that describe your organisation. Keep optional answers Not specified when you have not reviewed them. Select Preview setup changes to see the server's changed task applicability, reasons and recommendations for new drafts. This preview does not save answers.

The review and saved summary include Regulated or quality-system work and Multiple sites, each with Yes, No or Not specified and a separate Change link. Check these answers alongside field work before confirming the recommendations.

Use Change answers to refine the proposal or Cancel changes to return to saved answers without writing. Confirm and personalise checklist saves the reviewed answers against their observed version. Existing requirements, historical evidence, membership permissions and accredited authority are unchanged. A conflict retains your answers for comparison with the latest saved version.