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Data Import

Import calibration requirement templates

Create reusable draft calibration policies after their controlled dependencies are ready.

Data Import For Owner, Administrator, Quality manager About 2 minutes to read

Before this guide: Resolve setup import dependencies

Choose Calibration requirement templates to create reusable draft policies for external calibration, internal calibration, verification or functional checks.

Map the template name, calibration type, interval value and calendar unit, warning period, accreditation, certificate route, procedure policy, evidence policies and risk. Optional references must identify exact eligible approved procedure, uncertainty-budget and decision-rule revisions.

Metra applies the same policy matrices as manual template authoring. Internal work cannot use an unresolved controlled procedure; external calibration requires its external method reference. Calculated uncertainty and reference-standard requirements must remain consistent with measurement evidence.

Map the source's Uncertainty policy justification (template.uncertainty_policy_justification) when choosing None. None is restricted to non-accredited verification or functional checks with an explicit reason and a method that does not require uncertainty. Map Procedure policy justification (template.procedure_policy_justification) and explicit acceptance criteria when using a permitted check without a controlled procedure. The importer retains both reasons on the draft and its revision history; importing a reason does not create a policy exemption or approve the work.

Imported templates remain drafts. Import never activates them, assigns them to equipment or calculates live due dates. Review and activate each template through its normal workflow after resolving all controlled dependencies.