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Guides
Learn calibration terminology, then follow practical guidance for setting up your workspace, keeping records current and preparing reliable audit evidence.
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Search by topic or task, or choose Calibration concepts for plain-language explanations.
121 guides found
Reference and support
Reference and support
Discard an unwanted draft
Remove an unused draft from active work while retaining its reason and history.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Reference and support
Use the read-only integration API
Connect an external system to Metra safely using the read-only API.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Start here
Getting started
Get started with Metra
Set up your organisation and follow the core equipment, calibration, and audit-evidence workflow.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Getting started
Join an organisation from an invitation
Respond safely whether you already have a Metra account or need to create and verify one.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration concepts
Calibration concepts
Calibration and traceability explained
Learn the difference between calibration, adjustment and verification, and how reference standards support trustworthy results.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration concepts
Accreditation profiles and scopes explained
Understand what a scope covers, how one profile can hold several capabilities, and what a CMC means.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration concepts
Measurement uncertainty explained
Understand uncertainty, error, resolution, uncertainty budgets, CMCs and coverage factors with a simple example.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration concepts
Tolerances and decision rules explained
Learn how tolerance, uncertainty, acceptance limits and guard bands contribute to a pass or fail decision.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration concepts
How to read a calibration certificate
Understand certificate identity, results, uncertainty, accreditation and review status before using the evidence.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Your account
Organisation setup
Manage your name and password
Update your personal details and change the password for your Metra account.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Organisation setup
Manage your electronic signature
Upload a signature image or securely draw one on a phone or tablet.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Organisation setup
Organisation setup
Complete your organisation setup
Tailor setup to your calibration workflow, follow the recommended next action, and guide your first equipment item through to evidence.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Organisation setup
Invite people to an organisation
Send, monitor, correct, resend, and cancel organisation invitations without granting premature access.
For Owner, Administrator
Read guide ->Organisation setup
Roles and permissions
Understand organisation roles, invite members, and control access safely.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Organisation setup
Configure report branding
Upload the organisation logo and manage named seals, stamps, and watermarks for generated PDFs.
For Owner, Administrator
Read guide ->Organisation setup
Configure certificate numbering
Configure the active certificate series, roll over to a new year, and review retained numbering periods.
For Owner, Administrator
Read guide ->Organisation setup
Manage accreditation profiles
Control accreditation claims, scope, marks, validity, and approval independently from ordinary branding.
For Owner, Administrator
Read guide ->Organisation setup
Configure public asset verification
Choose whether equipment QR labels can show a restricted public calibration summary and control the fields disclosed.
For Owner, Administrator
Read guide ->Organisation setup
Import a UKAS calibration schedule
Create source-linked accreditation drafts, scope and selected laboratory setup from your own UKAS schedule.
For Owner, Administrator
Read guide ->Organisation setup
Manage organisation billing
Complete subscription setup, manage payment details, schedule billing-frequency changes, and understand access after cancellation.
For Owner, Administrator
Read guide ->Organisation setup
Manage integration API keys
Create, store, rotate, inspect and revoke organisation API keys safely.
For Owner, Administrator
Read guide ->Organisation setup
Create sites and location hierarchies
Set up client or internal sites, timezones, and nested operational locations.
For Owner, Administrator
Read guide ->Organisation setup
Manage signed webhooks
Register, verify, monitor, rotate and safely retire organisation webhook endpoints.
For Owner, Administrator
Read guide ->Equipment
Equipment management
Equipment and rotation
Register, assign, swap, and return equipment while preserving its deployment history.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Equipment management
Register equipment
Create a traceable draft equipment record at a site or in the rotation pool.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Equipment management
Import historical equipment evidence
Create a dated pre-Metra evidence pack, attach several classified documents, and complete the required verification route.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Equipment management
Reference standards overview
Understand equipment-backed standards, eligibility, and metrological traceability in Obsidian Metra.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Equipment management
Print an equipment QR label
Enable public verification for an equipment item and copy, download, or print its permanent QR label.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Equipment management
Register a reference standard
Give an existing equipment record a governed reference-standard profile.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Equipment management
Define reference-standard capabilities and restrictions
Record exact ranges, uncertainty, intended use, environments, and enforced limitations.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Equipment management
Record accreditation and traceability evidence
Understand how approved calibrations and retained certificates support a standard.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Data Import
Data Import
Choose a setup import
Select the right import type and follow the recommended new-system setup order.
For Owner, Administrator, Quality manager
Read guide ->Data Import
Import organisation structure
Create clients, sites with timezones, and hierarchical locations before equipment setup.
For Owner, Administrator
Read guide ->Data Import
Import equipment categories
Establish the category catalogue required before importing or registering equipment.
For Owner, Administrator
Read guide ->Data Import
Prepare an asset register for import
Choose a supported file and understand what Metra can discover automatically.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Data Import
Review a scanned PDF import
Understand OCR progress and safely resolve uncertain recognised values.
For Owner, Administrator, Quality manager
Read guide ->Data Import
Map an asset register
Review detected tables and map source columns to Metra fields.
For Owner, Administrator, Quality manager
Read guide ->Data Import
Import calibration procedures as drafts
Convert existing tabular methods into controlled Metra procedure drafts with ordered steps.
For Owner, Administrator, Quality manager
Read guide ->Data Import
Resolve asset import errors
Read the proposed actions, fix invalid rows and safely confirm an import.
For Owner, Administrator, Quality manager
Read guide ->Data Import
Review imported controlled templates
Verify grouped drafts, ordered steps, provenance and controlled status before execution.
For Owner, Administrator, Quality manager
Read guide ->Data Import
Resolve setup import dependencies
Match exact controlled revisions and revalidate when a prerequisite changes.
For Owner, Administrator, Quality manager
Read guide ->Data Import
Understand asset import AI assistance
Learn when bounded OpenAI assistance is offered and what data it receives.
For Owner, Administrator, Quality manager
Read guide ->Data Import
Import calibration requirement templates
Create reusable draft calibration policies after their controlled dependencies are ready.
For Owner, Administrator, Quality manager
Read guide ->Data Import
Reuse a typed import profile
Apply a saved mapping only to a compatible import type and target-schema version.
For Owner, Administrator, Quality manager
Read guide ->Data Import
Save and reuse an asset import profile
Reuse an approved source structure without skipping validation.
For Owner, Administrator, Quality manager
Read guide ->Calibration planning
Calibration planning
Create a calibration requirement
Define, review, and activate a recurring calibration schedule for an equipment item.
For Owner, Administrator, Quality manager
Read guide ->Calibration planning
Create and revise requirement templates
Maintain reusable, revisioned calibration policies without changing requirements already assigned to equipment.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Calibration planning
Assign a requirement template to equipment
Bulk-create independent equipment requirements from an active template and interpret every assignment outcome.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Calibration planning
Author a calibration procedure
Create an ordered, controlled procedure for guided calibration work.
For Owner, Administrator, Quality manager
Read guide ->Calibration planning
Review and approve a calibration procedure
Independently review a controlled procedure revision before use.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Calibration planning
Assign a procedure to calibration work
Pin an exact approved procedure revision to a requirement or reusable template.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Calibration planning
Use the calibration dashboard
Review official due counts, filter the requirement work queue, and move safely into operational work.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration planning
Manage procedure revisions
Revise, supersede, withdraw, retire and retain controlled procedure history.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Calibration planning
Author an uncertainty budget
Define a controlled, versioned model for calculating measurement uncertainty.
For Owner, Administrator, Quality manager
Read guide ->Calibration planning
Understand due status
Learn how lifecycle, approved due dates, warning periods, and site-local dates produce official calibration states.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Calibration planning
Review and approve an uncertainty budget
Independently review component assumptions before releasing a controlled revision.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Calibration planning
Configure calibration notifications
Set the organisation policy for due-soon, due-today, and overdue calibration reminders.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Calibration planning
Understand uncertainty-budget revisions
Understand fixed controlled revisions and the lifecycle currently available in Metra.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Calibration planning
Assign an uncertainty budget
Pin an exact approved budget revision to a requirement or procedure calculation step.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Calibration planning
Decision rules and guard bands
Understand how Metra records the controlled reason behind a conformity result.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Calibration planning
Author and approve a decision rule
Create a precise controlled rule and complete independent approval.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Calibration planning
Assign a decision rule
Pin an exact approved rule revision to requirements and controlled procedures.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Calibration planning
Create a work order
Group calibration requirements into a dated, traceable plan without creating calibration evidence.
For Owner, Administrator, Quality manager
Read guide ->Calibration planning
Use the notification centre
Review calibration reminders, follow them to current work, and manage your in-app read state.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Calibration planning
Create from due calibrations
Review a deterministic due-work preview and turn selected requirements into one work order.
For Owner, Administrator, Quality manager
Read guide ->Calibration planning
Assign work orders
Choose eligible people and teams, understand authorisation warnings, and use item overrides safely.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Calibration work
Calibration work
Claim and start work-order items
Claim eligible team work and start the linked calibration workflow safely.
For Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration work
Track work-order progress
Read authoritative item progress, handle exceptions, and follow linked calibration evidence.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration work
Calibration work
Plan, perform, independently review, and retain evidence for the complete calibration workflow.
For Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration work
Record calibration work
Create a draft, follow the guided work plan, and submit complete calibration evidence.
For Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration work
Execute a calibration procedure
Save controlled procedure steps as work progresses and resume safely later.
For Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration work
Calculate conformity decisions
Apply the frozen decision rule to current measurement and uncertainty evidence.
For Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration work
Select reference standards
Record the standards used and review their eligibility for the calibration date.
For Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration work
Review measurement evidence
Review frozen measurement revisions, exceptions, adjustments and result overrides before approval.
For Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration work
Review procedure execution evidence
Review the frozen procedure revision, responses, deviations and linked calibration evidence.
For Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration work
Record measurement results
Save structured measurement sets and points as fixed evidence revisions.
For Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration work
Calculate measurement uncertainty
Calculate or record uncertainty evidence against the current measurement revision.
For Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration work
Record repeated observations
Capture the raw readings used to derive a Type A repeatability contribution.
For Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration work
Resolve reference-standard warnings and exceptions
Respond safely to ineligible, expired, restricted, or incomplete standards.
For Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration work
Resolve uncertainty warnings
Review findings and manage controlled warning acknowledgements.
For Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration work
Review uncertainty calculation evidence
Review frozen results, findings, acknowledgements, and integrity hashes.
For Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration work
Generate a calibration certificate
Resolve certificate readiness, approve complete calibration work, and download the frozen issued PDF.
For Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration work
Upload a calibration certificate
Attach, replace, and preserve certificate evidence for a calibration event.
For Quality manager, Calibration manager, Calibration engineer
Read guide ->Calibration work
Amend or void a generated certificate
Correct an issued certificate without replacing or erasing its controlled history.
For Quality manager, Calibration manager, Calibration engineer
Read guide ->Nonconforming work
Quality and audits
Audit readiness
Understand signed approvals
Understand what Metra freezes when a supported controlled action is signed.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Audit readiness
Verify a generated certificate
Use the public verification reference to confirm certificate identity, revision, checksum, and status.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Audit readiness
Review a traceability chain
Read the accessible chain, evidence table, status, and reason-coded findings.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Audit readiness
ISO 17025 dossiers
Build, review, generate, and retain audit evidence packages for ISO 17025 readiness.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Audit readiness
Search the audit trail
Filter significant organisation activity and interpret safe audit-event changes without exposing sensitive data.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Audit readiness
Create a compliance export
Request, monitor, and download point-in-time export files from frozen filters.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Audit readiness
Generate an equipment evidence pack
Build a verified ZIP package for selected equipment, check certificate integrity, and verify the checksum manifest.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Audit readiness
Set up the ISO 17025 audit profile
Declare the organisation's audit scope, management-system route, accreditation references, and default period.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Audit readiness
Manage the controlled evidence library
Upload, approve, revise, and link organisation-supplied PDF evidence while retaining document history.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Audit readiness
Record personnel technical authorisations
Control a member's authorised activities, scope, limits, supporting evidence, and validity period.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Audit readiness
Review ISO 17025 audit readiness
Review neutral evidence-health reasons, applicability decisions, ownership, and outstanding audit preparation work.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Audit readiness
Select dossier scope
Select client-backed or internal sites, an inclusive period, and the historical equipment population for an audit dossier.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Audit readiness
Create and submit a dossier
Prepare a validated draft, choose its evidence mode, and freeze it for independent review.
For Owner, Administrator, Quality manager
Read guide ->Audit readiness
Review and approve a dossier
Independently review a frozen dossier selection and record an approval decision.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Audit readiness
Generate and download a dossier
Turn an approved dossier into a private ZIP and download it safely.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Audit readiness
Reference standards in ISO 17025 dossiers
Understand frozen usage, chain summaries, findings, certificates, and generated traceability files.
For Owner, Administrator, Quality manager, Calibration manager
Read guide ->Reference
Reference and support
Conformity decision status reference
Interpret pass, fail, indeterminate, and not-evaluated outcomes safely.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Reference and support
Equipment deployment reference
Understand assignment, movement history, and time-bounded equipment placement.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Reference and support
Dossier reference
Understand dossier scope, evidence modes, revisions, and generated evidence.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Reference and support
Equipment status reference
Reference the persisted equipment lifecycle, permitted transitions, activation checks, and restoration constraints.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Reference and support
Calibration status reference
Distinguish persisted calibration requirement lifecycle from Metra-derived due states and date sources.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Reference and support
Calibration event status reference
Plain-language guide to event lifecycle, allowed moves, and correction paths.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Reference and support
Out-of-tolerance status reference
Exact investigation states, legal transitions, closure checks, and equipment restoration implications.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Reference and support
Dates, timezones, and timestamps
Practical guide to site dates, UTC timestamps, calendar periods, and dossier boundaries.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Reference and support
Evidence and download retention
A simple guide to official records, superseded versions, checksums, and temporary downloads.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Reference and support
Glossary
Plain-language definitions for scopes, uncertainty, traceability, tolerance, calibration and the records used in Metra.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Reference and support
Type A and Type B uncertainty components
Understand statistical and non-statistical uncertainty evaluations in Metra.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Reference and support
Distributions and divisors
Reference the supported probability distributions and standard-uncertainty divisors.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Reference and support
Coverage factors and degrees of freedom
Understand combined uncertainty, effective degrees of freedom, and expanded uncertainty.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Reference and support
Uncertainty calculation status reference
Interpret calculation lifecycle states and frozen point results.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Troubleshooting
Reference and support
Troubleshoot access and missing actions
Resolve organisation access, membership, permission, and non-disclosing not-found symptoms safely.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Reference and support
Troubleshoot unavailable selections
Resolve missing sites, locations, equipment, categories, and responsible members without bypassing relationship checks.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Reference and support
Troubleshoot update conflicts
Resolve stale-version and domain-state conflicts by safely reloading, comparing, and retrying current records.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Reference and support
Troubleshoot calibration notifications
Diagnose missing, delayed, unexpected, or unread calibration reminders using checks available in the application.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Reference and support
Troubleshoot calibration certificates
Fix certificate upload, replacement, review, and download problems in a safe order.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->Reference and support
Troubleshoot ISO 17025 dossiers
Resolve dossier preparation, review, generation, and download issues without changing frozen evidence.
For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer
Read guide ->