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Calibration planning

Assign work orders

Choose eligible people and teams, understand authorisation warnings, and use item overrides safely.

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

Before this guide: Create a work order

Assign work orders

An order can have a default person, an operational team, or both. An item-level person overrides the default for that item. Team membership supports planning and claiming; it does not grant permissions or prove technical competence.

Metra checks each candidate against active membership, permission to perform calibration work and an exact technical-authorisation activity reference.

  • Authorised — eligible for the planned start date.
  • Expires before due — may be assigned, but the authorisation needs attention before the due date and is checked again when work starts.
  • Not yet effective, Not authorised, Inactive member, or Cannot perform — cannot be selected for that work and date.

Narrative scope and limits are shown for a qualified planner to review. Metra does not claim to machine-approve free-text scope.

Reassigning unstarted work changes its effective assignment. A linked calibration event retains its own controlled assignment and lifecycle rules.