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Instruments

The Instruments page manages the laboratory's analytical instruments, with calibration, intermediate-check and maintenance tracking (EN ISO/IEC 17025:2017 §6.4, §6.5).

Found under: Analysis Configuration → Equipment → Instruments.

Toolbar

ButtonAction
Add — Create a new record
Columns — Show/hide table columns
Filters — Open/close the filter panel. A red dot indicates active filters
Export CSV — Download table data as a CSV file
Orientation — Toggle between portrait and landscape printing
Print — Generate a PDF of the current view
Help — Open the help dialog
Search — Quick search through table data

Record Actions

Clicking the icon on each row shows:

  • Edit — Open the edit form
  • Preview — View record as PDF
  • Download PDF — Download the record as a PDF file
  • Send Email — Send the record as a PDF attachment via email
  • Delete — Delete the record (with confirmation)

Fields

FieldDescription
NameInstrument name (up to 100 characters)
ModelManufacturer model
Serial No.Instrument serial number
ManufacturerManufacturer name (distinct from model, ISO 17025 §6.4.13(b))
Firmware VersionInstrument software/firmware version (ISO 17025 §6.4.13(a))
LocationPhysical location in the lab (ISO 17025 §6.4.13(d))
Last CalibrationDate of last calibration
Next CalibrationDate of next calibration
StatusAuto-calculated: Calibrated, Soon, Overdue, Out of Service, Under Repair or Awaiting Verification — colour-coded
Requires CalibrationWhether the instrument is subject to formal calibration (hidden column)
SealPhysical seal status of the instrument: N/A, Intact or Broken (hidden column)
NotesAdditional remarks (hidden column)
ActiveWhether the instrument is in use (Yes/No)

Record Actions

In addition to the standard row-menu (⋮) actions, each row also has:

  • Calibration Request (CRF) — generates a calibration request form addressed to the provider (ISO 17025 §6.6.3). If no recorded calibration has a linked provider yet, you are prompted to pick a calibration provider.
  • Equipment Audit Pack (ISO 17025) — the "instrument file" as a single PDF, see below

The instrument's card

Clicking an instrument opens its own page, with four tabs. The last three stay disabled while the instrument is unsaved.

TabWhat it holds
InfoIdentity, location, accuracy, uncertainty, calibration programme, seal
CalibrationsThe calibration history with its metrological fields — see below
Maintenance§6.4.3 — the date, type and performer of each maintenance
Intermediate Checks§6.4.10 — the checks that hold confidence between two calibrations

Each tab has its own Columns button, whose display and print settings apply both on screen and in the PDF.

Calibration: the metrological fields

FieldDescription
Calibration Date · Next DateWhen it is done and when it lapses
Certificate #The certificate's number
Traceability Statement (§6.5.2)What the measurement is traceable to — the chain back to the SI
Calibration providerChosen from the approved suppliers of calibration type
Calibration Interval (days)The recalibration interval
Expanded Uncertainty U (§7.6.2) · Coverage Factor kThe certificate's uncertainty and its k
As-found error · Tolerance limit (±)What the provider found, and what your limit is
Within tolerance · Deviation NotesYour own judgement and its justification

The fitness verdict (§6.4.5)

As soon as all three are filled in — as-found error, expanded uncertainty and tolerance limit — a verdict appears below the fields: Fit for use with U or Not fit for use with U, in green or red. The rule is explicit: |error| + U ≤ tolerance limit.

You do not type it and you cannot override it: it is derived, and the server derives it again by the same rule when you save. What the screen shows is exactly what gets written. An instrument inside tolerance but whose uncertainty pushes it out is not fit for use, and that is why U belongs in the rule.

Out of tolerance: what happens by itself

Save a calibration marked out of tolerance and a deviation opens automatically, with source "Calibration" and classification "Significant", naming the instrument, the certificate, the date and your notes. Three things are worth knowing:

  • One deviation per calibration. A second save of the same out-of-tolerance record does not raise a second one.
  • The check reads the saved row, not what you sent — so a re-save that omits the field counts too.
  • The deviation is where you scan which results were affected by the lapsed or out-of-tolerance calibration. See Deviations.

Equipment Audit Pack

The "instrument file" an assessor asks for, as one PDF in one click:

SectionWhat it shows
§6.4.7The calibration programme
§6.5Calibration history and metrological traceability
§6.4.10Intermediate checks
§6.4.3Maintenance history
§6.4.4Verification before use (IQ / OQ / PQ)
§6.4.9Service state and affected analyses
§7.11.3Audit trail

Like the analysis pack, it needs a permission and follows the toolbar's orientation.

Connects to

Points at — this page does not stand without these:

Used by — a change here shows up in these:

If this is missing

🔴 This page has three silent escape hatches. The check that stops an unfit instrument being

used (assertInstrumentCalibrated) returns immediately when:

What is missingWhat happens
No instrument recorded on the measurementNo verification at all. The measurement passes with no instrument checked.
Next calibration date emptyThe instrument is never locked out, however old its calibration is.
"Requires calibration" set to NoA deliberate exemption (§6.4.6) for glassware and manual tools. Correct — but not for a spectrophotometer.

The dangerous one is the middle: you see no error, you see success. An empty field looks like

"I have not filled this in yet" and behaves like "turn the check off".

By contrast an inactive instrument, or one out of service, blocks the measurement with a

message — those failures are loud and harmless.

Notes