For manual work, enter Search equipment text and select Find equipment to find an active asset by its asset ID, manufacturer, model or serial number. The choices also show equipment descriptions where recorded. Page through the server's matching choices before choosing its active requirement. Changing the search or page retains your selected equipment and work already added to the order.
A work order plans calibration work. It records what needs doing, who or which team is expected to do it, and when it is due. Measurements, certificates and approval evidence remain in the linked calibration event.
Choose the work recipient
In Work recipient, choose Internal work — our organisation for internal work, or Customer work, then a client and one of that client's sites. Internal work can include an optional Internal requester, Internal recipient and Department without creating a client. Add the internal work reference or customer order reference when supplied. New calibration drafts inherit these details. Changes to an order apply to future work; review existing drafts separately. Submitted evidence is retained. See Plan internal work and reports.
Record where the calibration actually took place in the calibration's result summary. This may be a different location from the customer site.
Create a manual order
Before creating an order, register draft or active equipment and save at least one draft or active calibration requirement. Metra disables creation until you add a requirement to a manual order or select a candidate from a due preview. If the selected equipment has no draft or active requirements, follow Add a calibration requirement, then return and select Refresh requirements. If you cannot maintain equipment or requirements, ask a colleague with the relevant equipment or calibration permissions to complete that step.
Failed option requests show a retry action separately from empty results. Retrying requirements or locations preserves the order details and requirements already added. An empty due preview means no requirements match the filters; adjust the dates or statuses and preview again. Include No completed calibration when planning newly configured requirements.
- Open Work orders, select Create work order, then choose Select specific requirements. This option lets you pick the exact equipment and draft or active requirement for each work-order item.
- Enter a clear title, optional description, planned start date and due date.
- Add one or more draft or active calibration requirements. An equipment item can contribute more than one requirement.
- Choose an eligible person, team, or both as the default assignment.
- Add a person override only where one item needs a different performer.
- Review the eligibility labels and create the draft.
- Schedule the order when every active item has an eligible assignment.
Metra prevents the same requirement from appearing in another active work order. Moving equipment later does not rewrite its planned placement; the order highlights the difference for review.
Resume unfinished planning
Metra retains unfinished inputs and selected work in the current browser tab, scoped to the organisation and your membership. Leaving edited inputs prompts you to confirm. On returning or reloading, select Restore unsaved form to review the plan, or Discard unsaved form to start again. This is browser-tab recovery, not a saved work order available on another device; keep the tab open until you save.
Restoring checks the equipment, draft or active requirements and assignments again. Ineligible work items are removed with an explanation; if the checks fail, use Retry restored work before creating the order. A recovered due-work form always needs a fresh preview and review so creation uses current versions. Successful creation clears recovery; a rejected submission retains it.
Planning is not evidence
Creating or assigning an order does not prove the work was performed and does not grant approval authority. Starting an item opens the normal calibration workflow, where evidence and independent review remain controlled.
Related guides
Field and internal work
Optional internal requester, recipient and department fields support internal reports. Choose the planned place of work separately from the recipient site. See internal work and reports and portable equipment reservations.
Review commissioning blockers while planning
Select a requirement to see Requirement readiness and evidence before adding it. A draft requirement can be planned while its method, authority or other prerequisites remain incomplete. Saved work-order items expose Review requirement prerequisites to refresh these checks. This planning record does not authorise execution: starting controlled work rechecks the active requirement and current evidence.
A planned person or portable-equipment reservation does not establish method authority, reference date/range/site suitability or operational release. Review these work-specific checks in the controlled calibration workflow before executing measurements. References still need applicable approved calibration even when their initial due dates are in the future.
Review the recipient and engineer job sheet
Selecting equipment can fill an otherwise blank recipient from the backend's current permanent-ownership suggestion. The form explains that suggestion. Unknown or ineligible ownership requires explicit review; a temporary location never transfers ownership. Change the recipient for this job when appropriate. Organisation-owned work remains Internal, with Internal recipient and Internal department; do not create a fake client to represent an internal department. Once entered, recipient choices are not overwritten by selecting another asset.
After saving, open Engineer job sheet on the work-order detail page. This private, authorised view shows the actual work site's contact, timezone and access notes alongside equipment and requirements. A missing site is shown explicitly. Refresh it before travelling. Job-sheet access does not add private access notes to certificates or public verification.