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Blue Mountain Regulatory Asset Manager (Blue Mountain RAM) can:

  • Accept the designation of certain equipment to act as calibration Standards
  • Monitor condition as Overdue (for calibration) or Failed (most recent calibration)
  • Offer appropriate Standards for assets under calibration, by presenting Standards of the same Standard Class as listed on the asset (“Standard Class” is a categorization of what the Standard measures, ie. pressure, flow, pH, etc.)
  • Offer appropriate Standards for assets under calibration, by presenting Standards of the same Measurement Class as listed on the asset (“Measurement Class” is a categorization plus Test Accuracy Ratio (TAR). TAR represents how many times more accurate the standard must be than the asset, for it to be acceptable for use with that asset.)
  • Warn or prevent intended use of Overdue or Failed Standard
  • Provide a Reverse Trace (This is a list of the calibration work records that cite a specific Standard as a “Standard Used” within a definable date range.)

Designating a Standard

Only Equipment Assets can be Standards. An Equipment Asset must have a Calibration Event with a future date scheduled and historical passing Calibration Work in order for it to be designated as a Standard.

Equipment/Standards must have the “Standard Properties” window completed:

  • Standard Name – Here, you can give the Standard a unique name. (This name does not have to match the Equipment record’s Asset ID.)
  • Event Name– This identifies the Calibration Event used for tracking the condition of the Standard.
  • Uncertainty– This field is optional. Here, you can list the uncertainty value for a Standard.
  • Mode – A Standard is only usable when in the “Active” Mode.
  • Assignable – A Standard is only usable when it is Assignable (when the Assignable checkbox is checked).
  • Standard Class Members – This field is optional. These are categorizations used to match Standards to assets (listing a requirement for Standards holding a specific class membership).

How to Control the Use of Overdue or Failed Standards

These setting are chosen at the time of installation and configuration of a new system. NOTE: Changing Standards settings affects the behavior of all Standards in all Datasets of the Site and may jeopardize the status of a validated system. Please consult with your Quality/Validation Department.

  • Allow Failed Standards – By checking this box, users are able to choose to employ failed Standards in the calibration of other assets. NOTE: Users will receive a warning stating that the Standard failed its own calibration. Additionally, it will ask them to confirm that they are sure they still wish to use it. Uncheck this box to have the system prevent users from employing failed Standards.
  • Allow Overdue Standards Checking this box allows users to choose to employ overdue Standards in the calibration of other assets. NOTE: Users will receive a warning that the Standard is overdue for its calibration. Additionally, it will ask them to confirm that they are sure they still wish to use it. Uncheck this box to have the system prevent users from employing overdue Standards.
  • Allow Failed TAR – This option applies if the site uses Measurement Classes TAR to build lists of suitable Standards for assets being calibrated. If this is the case, checking this box allows users to choose to employ a Standard that does not meet the Measurement Class TAR of the asset being calibrated. NOTE: Users will receive a warning that the Standard does not meet the TAR. Additionally, it will ask them to confirm that they are sure they still wish to use it. Uncheck this box to have the system prevent users from employing Standards that do not meet the TAR of the asset being calibrated.
  • Required TAR – Here, you can enter the most common TAR value for calibrated assets. This number will be automatically entered as a default value for TAR on all calibrated assets. This number can subsequently be edited on an asset.

How to Track Standards (Where They Have Been Employed)

There will be times when you wish to see where a Standard has been employed. The Where Used feature displays Reverse Traceability information for Standards. There are two ways to access this:

  1. Navigate to the “View” Menu of a Standard > select “Reverse Traceability”
  2. In a query table view, right-click a Standard > select “Where Used” from the right-click menu

Both of these actions open the Where Used Window which contains the “Standard Reverse Trace” Tab:

  • File Menu – This contains the “Close” command to close the Where Used window.
  • Asset ID – This displays the Standard’s Asset ID.
  • Start Date –  Here, you can enter the start date of a search range to find the Standard’s use.
  • End Date – Here, you can enter the end date of a search range to find the Standard’s use.

NOTE: Because Standards are available site-wide, all datasets of the site are searched. When the Start Date & End Date are left blank, all references – regardless of date – are found.

  •  Information – Click here to view a count of the records in the table view.
  •  Quick Find – Click here to view/use Quick Find to filter results.
  •  Open – Click here to open a highlighted table view item.
  •  Refresh Click here to refresh the result list.

Whenever you have questions, consult your Blue Mountain RAM User and Administrator Manuals. If necessary, please contact our friendly Software Support Analysts at techsupport@coolblue.com with questions. Also, please enjoy calling and speaking with your Regional Sales Manager (RSM) at  800-982-2388 if you are interested in Blue Mountain RAM ideas, training, or services.