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Calibration status reference

Distinguish persisted calibration requirement lifecycle from Metra-derived due states and date sources.

Reference and support For Owner, Administrator, Quality manager, Calibration manager, Calibration engineer

Calibration status reference

A calibration requirement exposes two different kinds of status:

  • status is the persisted requirement lifecycle; and
  • due_status is a derived read state calculated by the Metra.

Do not use one as a substitute for the other. An active requirement can be current, due soon, due, or overdue.

Persisted requirement lifecycle

ValueMeaningDue-state effect
draftThe recurring obligation is being preparednot_applicable
activeThe schedule is live and requires an official next due dateDerived as current, due_soon, due, or overdue
suspendedThe schedule is deliberately paused without resetting its next due datesuspended
retiredThe obligation no longer appliesnot_applicable
archivedThe terminal record is retained as historynot_applicable

Permitted lifecycle transitions

FromPermitted target values
draftactive, archived
activesuspended, retired
suspendedactive, retired
retiredarchived
archivedNone

Initial activation does not require a reason. Suspension, resumption, retirement, and archival require a reason. Retired and archived requirements cannot be updated or restored through the normal workflow.

Retirement or archival is blocked while the requirement has open calibration events.

Requirement activation prerequisites

Activating a draft requirement requires:

  • an explicit initial due date;
  • equipment with persisted status active, quarantined, or out_of_service;
  • an active responsible member in the same organisation when one is selected;
  • the required change-status permission and current record version.

Equipment in draft, retired, or archived cannot support requirement activation. Activation copies the initial due date into the live next-due-date schedule and records initial_due_date as its source.

Resuming a suspended requirement keeps its existing schedule; it is not a new initial activation.

Derived due states

ValueExact implemented meaning
currentActive, with the site-local date before the warning window
due_soonActive, with the site-local date on or after next_due_date - warning_period_days, but before the due date
dueActive, with next_due_date equal to the current site-local date
overdueActive, with next_due_date before the current site-local date
suspendedThe persisted requirement lifecycle is suspended
not_applicableThe persisted lifecycle is draft, retired, or archived

The dashboard work queue contains active and suspended requirements and therefore filters on current, due_soon, due, overdue, and suspended. not_applicable remains available in equipment requirement views.

An active requirement without a next due date is invalid persisted state and produces an integrity error. It is not treated as current.

Site-local official calculation

The Metra uses one UTC clock instant per request and converts it into the current equipment site's stored IANA timezone. It then compares date-only values using that site's local calendar date.

For example, at one UTC instant:

Site contextLocal dateDue dateResult
Site A, before local midnight2030-03-302030-03-31due_soon or current, depending on warning period
Site B, after local midnight2030-03-312030-03-31due

The user's browser timezone does not override this calculation. Due status is derived rather than persisted because it can change when a site's local date crosses midnight even when no record is edited.

Next-due-date sources

next_due_date_source is persisted and has these implemented values:

ValueMeaning
initial_due_dateThe activation baseline is still official
manual_adjustmentAn authorised user adjusted the due date with a reason
approved_calibration_eventAn approved acceptable calibration event advanced the schedule

Changing interval or warning settings does not silently replace an already approved next due date. Due-date adjustment is available only for active or suspended requirements and is a controlled revision.