Equipment status reference

Equipment status is a persisted lifecycle value. It describes whether the physical asset is being prepared, operational, restricted, ended, or retained as history.

It is separate from:

• calibration requirement lifecycle and due status;
• current client, site, or location assignment; and
• deployment reasons such as rotation or maintenance.

Implemented values

Permitted transitions

Every other direct transition is blocked. For example, an active item cannot be archived directly, and a retired or archived item cannot be returned to active through the normal lifecycle.

The ordinary low- or medium-criticality draft to active transition does not require a reason. High- or critical-equipment release and other implemented status transitions require a reason and are retained in status history.

Activation prerequisites

Activating draft equipment, or restoring eligible equipment to active, checks:

• the equipment category is active;
• any current site belongs to the organisation and is active;
• any current location belongs to that site and it and its ancestors are operationally available; and
• the commissioned date, when present, is not in the future.

An unassigned item can pass destination validation because its current site and location are null. Activation does not assign equipment, create calibration requirements, or prove that calibration is current.

High or critical equipment also requires out-of-tolerance approve and close permissions, at least one applicable requirement, and every draft, active or suspended requirement to be active. Each requirement needs current approved acceptable evidence covering its current revision. Both the evidence-derived due date and requirement due date must be after the site's current date. Registration and controlled calibration work can proceed while the equipment remains draft or contained.

Quarantine and restoration caveats

Restoration is the transition from quarantined or out_of_service to active.

Every activation or restoration is blocked while the equipment has an open calibration concern or active out-of-tolerance investigation. Closing a concern or investigation does not restore equipment automatically; an authorised user must still review the asset and use the explicit release action.

Saving failed or indeterminate results or measurements creates a provisional stop-use concern for any criticality. Operational equipment is quarantined. Equipment that has never been released stays draft, with release blocked by its open concern. Correcting the evidence preserves the concern and failed history. Open Calibration concerns and stop use on equipment details or the measurement workspace to record a reasoned manual concern or, when eligible, an independent quality review. Review never releases equipment.

Restoration requires status and out-of-tolerance approve and close permissionss, a reason, and a reviewer independent of containment and investigation contributors. A reasoned quarantine action can stop use while equipment is draft, active or out of service. Holds persist across placement changes. Severity, investigator and deadline remain explicit quality decisions.

Restoration also reruns the category, destination, location-hierarchy, and commissioned-date checks. Fix the underlying record rather than changing status merely to bypass a validation failure.

Retirement and archival blocks

Retirement requires:

• a retirement date that is not in the future;
• no draft, active, or suspended calibration requirements; and
• no calibration event awaiting approval.

Archival is allowed only from draft or retired and is blocked while any non-archived calibration requirement remains.

Retirement and archival preserve status history and regulatory records. They are not deletion actions and are not reversible through the ordinary workflow.

Concise examples

Related documentation

• Equipment and rotation
• Register equipment
• Calibration status reference
• Deployment reference