Transacting Gages between Storage, The Floor and Calibration

1.0 Gage Transactions

Gage transactions are a crucial part of maintaining accurate quality control and ensuring that your measurement tools are properly accounted for and calibrated. Our system simplifies this process by organizing your gages into easily accessible lists.

To begin working with gage transactions, you'll start by clicking on the purple Gages tile. This central hub provides access to four key lists:

1. All
2. Storage
3. Floor
4. At Cal.

Gage transactions will take place within the Storage, Floor, and At Cal. lists. These lists allow you to efficiently manage the movement and status of your gages throughout your facility and calibration process.

In the following sections, we'll guide you through the specific steps for various gage transactions, helping you maintain an accurate and up-to-date inventory of your measurement tools.

1.1 Making a Transaction

To conduct a transaction for a gage from one of the three lists mentioned above, simply utilize the Multi-select feature located to the left of the gage ID to choose the desired gage(s). After selecting the gages, click on the "New transaction" button, and the chosen gages will automatically appear in the slide out. From here, the user can opt to send the selected gage(s) to a Location, User, or Calibration.

• To Storage: Gages will be moved to their designated storage location as specified on the Gage Facts page by the "Default Storage Location" and "Default Owner".
• To Floor: Gages will be moved to a Location (from List of Values) AND OR a User, with the option to identify a Job & operation number.
• To Calibration: Gages will be moved into the Calibration process with a status of either "Waiting" or "Out for Calibration". 

IMPORTANT NOTE: If you wish to Transact Gages to a "User", the Gage Setting "Allow "to User" in gage transaction MUST be set to Yes.

The following example illustrates a user utilizing the multi-select feature to effortlessly transact gages from the Storage list to a location on the Floor list.

1.2 All List: 

The All Gages list provides a comprehensive view of every gage in the system, regardless of its current transaction status. This list is sorted by the Calibration date by default, but can also be sorted by Gage ID (A-Z) & Creation Date. Any Filter & or Search applied on this list will be applied to the Storage, Floor & At Cal. lists. The below example show the All list filtered for Expired gages and how many gages meet the criteria across all four gage lists.   

Note: Transactions cannot be performed directly from the All Gages list. This list serves as a reference for the complete gage inventory.

1.3 Storage: 

In this list, you'll find gages that are currently not checked out to a Location, User, or At Calibration. From here, gages can be transferred to the Floor or At Cal. lists. Additionally, users can utilize the available filters or search box to easily narrow down to a specific gage. 

1.4 Floor: 

In this list, you'll find gages that are currently checked out to a Location or User. From here, gages can be transacted to the Storage or At Cal. lists. Additionally, users can utilize the available filters or search box to easily narrow down to a specific gage. 

1.5 At Cal: 

Gages which are currently in the calibration process can be found on this list. The list is broken out into two Calibration Phases Waiting & Out For Calibration.

• Waiting: Gages with this status have been removed from the "On Floor" or "In Storage" lists to ensure they are not used and are awaiting to be sent to a calibration vendor or queued for internal calibration.
• Out For Calibration: Gages with this status have been removed from the "On Floor" or "In Storage" lists to ensure they are not used and have been sent to a Calibration Vendor for calibration. 

Note: We recommend including a Default Calibration Vendor such as "In House Calibration" to easily distinguish between gages requiring internal calibration and those that are sent out.