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Calibration planning

Review and approve a calibration procedure

Independently review a controlled procedure revision before use.

Calibration planning For Owner, Administrator, Quality manager, Calibration manager

Review and approve a calibration procedure

Only approved, currently effective revisions on an active procedure can be assigned to new requirements and calibration work.

Submit a review-ready revision

  1. Open the procedure and inspect its code, revision, purpose, scope and change summary.
  2. Review every ordered step, required response and permitted not-applicable choice.
  3. Confirm measurement points, units, reference-standard needs and evidence requirements are appropriate.
  4. Resolve every blocking item in the Pre-review checklist.
  5. Save the draft and select Submit for review.

Complete the independent hand-off

After submission, the workspace shows Awaiting independent review. It explains who can act and why the current user may be unable to approve:

Procedure revision awaiting independent review with approval eligibility and blocked-work explanations
  • Procedure approval requires an active member with calibration-procedure:approve; Organisation Owners and Quality Managers normally hold it.
  • The revision author cannot approve their own revision, even when their role otherwise permits approval.
  • A member without the effective approval permission cannot approve or reject it.
  • A revision outside in_review cannot receive an approval decision.

While review is pending, the revision cannot be edited, assigned to a new requirement, or used to start new calibration work. The reviewer either approves it or rejects it with a reason so the author can correct a new draft revision.

The author cannot approve their own revision. An approved revision is fixed and has a content hash. Rejection and withdrawal retain history and require a reason.

Use the approved revision

When the revision is approved, active, effective, and unexpired, select Use this revision in a requirement. Choose the equipment and create or update its requirement with the recognizable procedure code and revision.

A future-effective revision remains unavailable until its effective date. An expired revision or a revision on a non-active procedure cannot be newly assigned. Approval never silently moves existing requirements to the new revision; update each affected requirement deliberately after impact review.