DPCTrack2 TM Calibration Management Software Users Manual August 2011 © 2011 Fluke Corporation. All rights reserved. All product names are trademarks of their respective companies.
License Agreement This software and accompanying documentation are protected by United States copyright law and also International Treaty provisions. Any use of this software in violation of copyright law or the terms of this agreement will be prosecuted fully. DPCTrack2 is copyright © 2011 by the Fluke Corporation, all rights reserved. Fluke authorizes you to make archival copies of this software for the sole purpose of backing up and protecting your investment from loss.
Table of Contents Chapter Title 1 Introduction Page ......................................................................................... 1-1 1.1 Introduction..................................................................................................1-3 2 Installing DPCTrack2 .......................................................................... 2-1 2.1 DPCTrack2 Installation ...............................................................................2-3 2.2 System Requirements ....
DPCTrack2 Users Manual 4.4 Navigation Toolbar ......................................................................................4-9 4.5 Work Area....................................................................................................4-9 5 Overview of Standard Screens........................................................... 5-1 5.1 Standard Screens..........................................................................................5-3 5.2 Overview of Buttons..........................
Contents (continued) 8 User Defined Labels ............................................................................ 8-1 8.1 User Defined Labels ....................................................................................8-3 8.2 Column Descriptions ...................................................................................8-3 8.3 Modifying Field Labels ...............................................................................8-4 9 Company Record Screen............................
DPCTrack2 Users Manual 13 Document Records Screen................................................................. 13-1 13.1 Document Records.....................................................................................13-3 13.2 Tabbed Notebook Section..........................................................................13-4 13.2.1 General Info Tab.................................................................................13-4 13.2.2 Signatures Tab .........................................
Contents (continued) 16 Loop Record Screen ........................................................................... 16-1 16.1 Loop Records.............................................................................................16-3 16.2 Tabbed Notebook Section..........................................................................16-3 16.2.1 General Info Tab.................................................................................16-4 16.2.2 Calibration Points Tab .........................
DPCTrack2 Users Manual 18.7 Downloading Calibration Items as Tasks ..................................................18-7 18.7.1 Download By......................................................................................18-7 18.7.2 Tag List Operations ............................................................................18-9 18.7.3 Tag List Edit Functions ......................................................................18-10 18.7.4 Tag List Information Functions............................
Contents (continued) 22 DPCTrack Explorer.............................................................................. 22-1 22.1 DPCTrack Explorer ...................................................................................22-3 22.1.1 Grouping.............................................................................................22-4 22.1.2 Pop-up Menu Options ....................................................................22-4 22.1.3 Status Indicator Icons ..............................
DPCTrack2 Users Manual Instrument Test Point Analysis......................................................................A-2 Instrument Test Point Trend ..........................................................................A-2 Loop Calibration Report (Spec Summary) ....................................................A-2 Loop Calibration Report (Specs/Test Point) .................................................A-2 Loop Test Point Analysis ..............................................................
Chapter 1 Introduction Title 1.1 Page Introduction.............................................................................................
DPCTrack2 Users Manual 1-2
Introduction 1.1 Introduction 1 1.1 Introduction This manual has been designed to fit the way users say they work. It is set up logically, focusing on different areas of the program in the order that they will most likely be used. The emphasis is on getting the job done in the easiest and most efficient way possible. This manual was also written under the assumption that the DPCTrack2 program being used is a full program, including all calibration and system security features.
DPCTrack2 Users Manual 1-4
Chapter 2 Installing DPCTrack2 Title 2.1 2.2 2.3 2.4 Page DPCTrack2 Installation .......................................................................... 2-3 System Requirements ......................................................................... 2-3 Procedures .......................................................................................... 2-3 Licensing ............................................................................................
DPCTrack2 Users Manual 2-2
Installing DPCTrack2 2.1 DPCTrack2 Installation 2 2.1 DPCTrack2 Installation 2.2 System Requirements To use the DPCTrack2, it is recommended that you have the following hardware and software: • A Pentium class 667 MHz or higher computer with a minimum of 256 MB of RAM (512 MB or more recommended) • Windows XP or later operating system versions • A hard disk with at least 500 MB of free space 2.3 Procedures Single-User License: • Insert the DPCTrack2 CD into your computer’s CD-ROM drive.
DPCTrack2 Users Manual Figure 2.1 Figure 2.
Installing DPCTrack2 2.1 DPCTrack2 Installation • 2 Notes The installation directory [INSTALLDIR] defaults to: “C:\DPCTrack2”. This can be overridden during the installation process. • The data directory [DATADIR] defaults to: “C:\ DPCTrack2\Data”. This can also be overridden during the installation process. The data directory can be on a shared network storage device but only this version of DPCTrack2 that is currently being installed will be able to access it.
DPCTrack2 Users Manual 2-6
Chapter 3 Getting Started Title 3.1 3.2 3.3 3.4 3.5 3.6 3.7 3.7.1 3.7.1.1 3.7.1.2 3.7.1.3 3.7.2 3.7.3. 3.7.4 3.7.4.1 3.7.4.2 3.7.5 Starting the Program................................................................................ Logging Onto the System ........................................................................ Security.................................................................................................... Predefined User Groups, User IDs and Passwords.........................
DPCTrack2 Users Manual 3-2
Getting Started 3.1 Starting the Program 3 3.1 Starting the Program To start DPCTRACK2, double-click on the DPCTrack2 icon located in the DPCTrack2 Group. (Multiple instances of DPCTrack2 may not be run concurrently on the same machine.) 3.2 Logging onto the System Upon starting DPCTrack2, you will receive a login screen. Login the first time using the default Admin credentials given below in the Admin user group description section.
DPCTrack2 Users Manual 3.4 Predefined User Groups, User IDs and Passwords DPCTRACK2 includes three (3) predefined User Access Groups with Users assigned to them and one (1) Technician Group with one Technician assigned. The predefined User Groups are: ADMIN, USER, and READONLY. The Technician Group is TECH. All DPC/Track users must be assigned to one of the predefined User Access Groups.
Getting Started 3.7 Common Usage Scenario 3 3.7 Common Usage Scenario This scenario applies to the activities performed by personnel supporting the DPCTrack2 database such as for instrument calibrations maintained in the DPCTrack2 database and/or instrument creation/revision/retirement. 3.7.
DPCTrack2 Users Manual 3.7.4.1 Downloading Tasks There are several methods to choose from to generate a list of Tags to download. Before initiating the download, connect the calibrator to the serial port and turn the calibrator on. Your calibrator information should display in the “Calibrator Info” section of the Upload/Download screen. If the information is not displayed, click the Refresh button. See Figure 3.2. Select the tags you wish to download and then select the “Initiate Download” button.
Chapter 4 Home Screen Title 4.1 4.2 4.2.1 4.2.1.1 4.2.1.1 4.2.1.2 4.2.1.3 4.2.1.4 4.2.1.5 4.2.1.6 4.2.1.7 4.2.1.8 4.2.2 4.2.2.1 4.2.2.2 4.2.2.3 4.2.2.4 4.2.2.5 4.2.2.6 4.2.2.7 4.2.3 4.2.4 4.2.5 4.2.6 4.3 4.4 4.5 Page Using the Home Screen .......................................................................... 4-3 Menu Toolbar ......................................................................................... 4-3 File Menu .........................................................................
DPCTrack2 Users Manual 4-2
Home Screen 4.1 Using the Home Screen 4 4.1 Using the Home Screen Figure 4.1 below, is the system’s HOME SCREEN. This is the main screen you work from when you are using DPCTrack2. It has the buttons and menu items used to activate every other branch and/or function of the system. Keep in mind that the buttons and menu items that are available to a user at any given time are strictly dependent upon the level of system access that they have been granted.
DPCTrack2 Users Manual 4.2.1.1 User Logon This option will be grayed out unless there is not a User logged on. If there is no User logged on this option and Exit DPCTrack2 will be the only accessible choices. Selecting this option with no User logged on, will bring up the DPCTrack2 logon screen. 4.2.1.1 User Logoff This will logoff the current user but will not close DPCTrack2 4.2.1.2 Change Password This will open a new screen requiring the current user to change their password 4.2.1.
Home Screen 4.2 Menu Toolbar 4 4.2.2 Tools Menu The Tools menu (See Figure 4.3 above) provides a drop down with the following: 4.2.2.1 Backup Database This is a shortcut to the Backup utility (See Chapter 25) 4.2.2.2 User Defined Variables This screen allows users to create, modify and delete fields that will be displayed in the appropriate User Defined tabs on the Item screens (See Chapter 10) 4.2.2.
DPCTrack2 Users Manual Figure 4.4 4.2.2.7.1 File Location Before you start the Import process, it is recommended that you perform a Backup of your DPCTrack2 database, (refer to Section 4.2.2.1 above) and an Export of your Instruments, History & Procedures in DPC/Track to make sure that you have the most up to date records. Refer to the DPC/Track User Manual for more information. If you know the location for the files you can type the path or select the “Find” button.
Home Screen 4.2 Menu Toolbar 4 4.2.2.7.2 Field Mapping The “Field Mapping” section allows you to set the “Status”. The dropdown will contain a list of existing Statuses in the system. The screen allows you to map the Location, Responsible & Area fields of DPC/Track to new or different fields in DPCTrack2. The “Frequency Mapping” section allows you to attempt to map your frequencies from DPC/Track format to DPCTrack2 format. 4.2.2.7.
DPCTrack2 Users Manual 4.2.3 Records Menu The Records menu provides you with access to the main screens that also may be accessed through the Records Toolbar. See Figure 4.6 below. Figure 4.6 Figure 4.7 Figure 4.8 Figure 4.9 4.2.4 Reports Menu The Reports menu (See Figure 4.7) provides you with access to all areas of the program’s Reporting System, including all standard reports and the REPORT MAINTENANCE SCREEN, which is used to add new reports to the system.
Home Screen 4.3 Main Toolbar 4 4.3 Main Toolbar The Main Toolbar, found at the top of your HOME SCREEN contains the company. This toolbar also contains two (2) action buttons, which provide quick access to View Reminders or the DPCTrack Explorer. • View Reminders – Selecting this button will open the Reminders screen. The information provided, depends on your group associations and the reminder options selected for each group. For more information on Reminders see Chapter 11.
DPCTrack2 Users Manual 4-10
Chapter 5 Overview of Standard Screens Title 5.1 5.2 5.2.1 5.2.2 5.2.3 5.2.4 5.2.5 5.2.6 5.2.7 5.2.8 5.2.9 5.2.10 5.2.11 5.3 5.4 5.5 5.6 Page Standard Screens..................................................................................... 5-3 Overview of Buttons............................................................................... 5-4 Add New Record ................................................................................ 5-4 Save Record..............................................
DPCTrack2 Users Manual 5-2
Overview of Standard Screens 5.1 Standard Screens 5 5.1 Standard Screens Each of the eight (8) screens available from the HOME SCREEN’S Navigation Toolbar has similar features. This enables you to quickly become familiar with DPCTrack2. With a single click of the mouse, you can easily move in and out of different records, preview reports, print reports, save records, add new ones and access the program’s help system. The screen shown below is the MASTER INSTRUMENT RECORD.
DPCTrack2 Users Manual 5.2 Overview of Buttons 5.2.1 Add New Record This button will create a new Record. If you have made any changes, you will be prompted to save your work. 5.2.2 Save Record This button will Save any changes you have made to the record. 5.2.3 Copy Current Record This button will create a Copy of the current record. All fields will be copied except: ID, Serial Number, First & Last Cal dates, Approved by, Notes and any User Defined Signatures 5.2.
Overview of Standard Screens 5.4 File Menu 5 Note DPCTrack2 offers a “quick-typing” feature that enables you to insert a selection from a drop-down list by typing the first few letters. Using this feature is a convenient way to save time when entering data. 5.4 File Menu When a standard screen is open, the File menu changes to offer you similar options to that of the sub-category Toolbar shown in Figure 5.1 on the previous page.
DPCTrack2 Users Manual 5-6
Chapter 6 User Administration and Levels of Access Title Page 6.1 Employee Record Screen........................................................................ 6-3 6.1.1 General Info Tab................................................................................. 6-3 6.1.1.1 Password Activation/Expiry........................................................... 6-4 6.1.1.2 Additional Info ............................................................................... 6-4 6.1.1.
DPCTrack2 Users Manual 6-2
User Administration and Levels of Access 6.1 Employee Record Screen 6 6.1 Employee Record Screen DPCTrack2 is equipped to handle multiple users. The EMPLOYEE RECORD screen is accessed from the File menu at the top left corner of the Home Screen. This screen (Figure 6.1 below) is used to create employee records for users of the system. Once an employee record has been established, it may then be assigned to one or more User Groups. Access to the database is controlled at the Group level.
DPCTrack2 Users Manual 6.1.1.1 Password Activation/Expiry The Activation Date is the date a user’s current password became effective and the Password Expires On field shows the date that the user’s password will expire. This date is determined by the system in accordance with the value entered into the field for Number Of Days Before User’s Password Expires in the SYSTEM OPTIONS screen.
User Administration and Levels of Access 6.2 User Groups Screen 6 6.1.2 Group Membership Tab This tab (shown in Figure 6.2) is used to assign the employee to one or more user groups that have already been established. You may move groups back and forth between the two boxes by using the center arrow buttons. All of the groups that currently exist in the system will be listed by their group ID and description in the Available Groups box.
DPCTrack2 Users Manual means that their name will appear on drop-down lists for fields like Who Calibrated and Responsible Technician found on various screens throughout the program. For an employee to have the ability to log onto DPCTrack2, they must also be assigned to at least one “User Access” group. If you are viewing one of the User Access Groups, the Access Levels and Reminder Options tabs will remain on the screen, enabling you to variably set the group’s access to records, system options, etc.
User Administration and Levels of Access 6.2 User Groups Screen 6 Figure 6.4 6.2.4 Reminder Options Tab This tab (shown in Figure 6.5) is used to determine when and what reminders will appear on the screen when a member of the current group is logged onto the system. Place check marks in the boxes that you which to receive reminders for. You can configure the REMINDERS screen to automatically appear At Startup. To select this option, place a check mark in the box. Figure 6.
DPCTrack2 Users Manual DPCTrack2 also gives you the ability to view reminders for calibrations that are coming due within a specified time period. To turn on this feature place a check in the box and select an amount of days and save. 6.3 User Administration Screen The USER ADMINISTRATION screen (Figure 6.6) may be used as a quick-reference screen for all employee and group records.
Chapter 7 System Options Title Page 7.1 System Options ....................................................................................... 7-3 7.1.1 Database Name................................................................................... 7-3 7.2 System Settings Tab................................................................................ 7-4 7.2 System Settings Tab................................................................................ 7-4 7.2.
DPCTrack2 Users Manual 7-2
System Options 7.1 System Options 7 7.1 System Options The SYSTEM OPTIONS screen is accessed from the File menu at the top left corner of the Home Screen. When performing the initial setup of DPCTrack2, it is recommended that you begin by setting the “System Settings”. The SYSTEM OPTIONS screen is used to establish various settings that will affect the entire system as a whole. Only users whose groups have been given access to “System Options” can modify these settings.
DPCTrack2 Users Manual 7.2 System Settings Tab This page (Figure 7.1) is used to establish many different settings, all of which affect the entire system as a whole. 7.2.1 Last Date The System Database Was Backed Up This field is used to record the last date that your DPCTrack2 database was backed up. While running an Access version of DPCTrack2, it is very important for your program administrator to backup your database files on a regular basis.
System Options 7.2 System Settings Tab 7 of 99. Entering a value greater than zero prevents users from continually using the same password over and over. The higher the number used, the greater your system security will be. For example, if you enter “1”, then when a user’s password expires, the system will remember the last password the individual used, and force them to enter a different password before they can use their original one again. 7.2.
DPCTrack2 Users Manual 7.2.14 Load DPCTrack Explorer on Startup If this is checked, DPCTrack Explorer will load during startup. If this option is unchecked DPC/Track Explorer will not load on startup, allowing for the system to load quicker. The User will still be able to select the DPCTrack Explorer button and navigate as usual. Customers with large databases may wish to check this option, so DPCTrack2 will load quicker. 7.2.
Chapter 8 User Defined Labels Title 8.1 8.2 8.3 Page User Defined Labels ............................................................................... 8-3 Column Descriptions .............................................................................. 8-3 Modifying Field Labels ..........................................................................
DPCTrack2 Users Manual 8-2
User Defined Labels 8.1 User Defined Labels 8 8.1 User Defined Labels The USER DEFINED LABELS DEFINITION screen can be accessed by selecting the “User Defined Labels” option on the Tools menu located on the top left of your Home Screen. DPCTrack2 gives you the ability to customize the program in many ways. One of the easiest ways to configure your system to meet your needs is to change field label names.
DPCTrack2 Users Manual 8.3 Modifying Field Labels The Current Label and Short Label columns, which are the only ones that contain modifiable text, show the current labels of all fields both in the program and on reports. These are the columns actually used to make changes. To modify any field label, page down to the field whose label you want to change, delete the current name, type in the new label name and tab off the cell. To save your changes, click the Save button on the screen’s toolbar.
Chapter 9 Company Record Screen Title Page 9.1 Company Records................................................................................... 9-3 9.2 Tabbed Notebook Section....................................................................... 9-3 9.2.1 General Info Tab................................................................................. 9-3 9.2.1.1 Address Lines 1 & 2, City, State, Zip & Country .......................... 9-3 9.2.1.2 Contact, Phone & Email..............................
DPCTrack2 Users Manual 9-2
Company Record Screen 9.1 Company Records 9 9.1 Company Records DPCTrack2 has the ability to store and track data for one company in the system. Your company’s record must be established before you can enter any device information. You will be required to enter a Company name during installation. To view or modify an existing company record, select the speed button labeled “Company” from the Record Toolbar, this action will invoke the COMPANY RECORD screen shown in Figure 9.1 below. 9.
DPCTrack2 Users Manual 9.2.2 Other Addresses Tab This tab page is used to document additional addresses for the company such as Shipping Address and Billing Address. For your convenience, this screen contains “Copy” buttons that may be used when all or some of the company’s addresses are the same. To copy addresses from another section, click the appropriate button with your mouse. 9.2.3 Options Tab This tab (Figure 9.2) contains some important data entry options that will affect master records. Figure 9.
Company Record Screen 9.2 Tabbed Notebook Section 9 9.2.3.4 [Allow, Warn, or Restrict] If Calibrated Item Is Not Approved This setting is used to manage the entry of calibration records for approved and unapproved item Master Records (Master Records for Instruments, Loops and Test Instruments).
DPCTrack2 Users Manual 9.2.3.11 Default Values 9.2.3.11.1 Stay On Schedule This default value affects Instrument, Loop and Test Instrument records. Even though you may activate this feature here, the check box also exists (Labeled Keep On Schedule) in the MASTER INSTRUMENT, LOOP and TEST INSTRUMENT screens. Therefore, you can override it as needed, in those areas of the program. For more information see Chapter 15. 9.2.3.11.
Company Record Screen 9.3 Change Company Name 9 9.2.3.12.1 Calibration Passed Status This field is used to declare the status that an item (Instrument, Loop or Test Instrument) should change to if it passes calibration. When the passed calibration is entered, upon saving, a message will appear asking if you would like the system to automatically update the item’s status. A few examples of statuses that would make sense for this field are “In Service” or “Active”. 9.2.3.12.
DPCTrack2 Users Manual 9-8
Chapter 10 User Defined Variables and User Defined Lists Title Page 10.1 User Defined Options & Required Fields............................................... 10-3 10.2 Adding User Defined Variables.............................................................. 10-3 10.2.1 Selecting a File Type .......................................................................... 10-3 10.2.2 Entering the Variable Name ............................................................... 10-4 10.2.
DPCTrack2 Users Manual 10-2
10 User Defined Variables and User Defined Lists 10.1 User Defined Options & Required Fields 10.1 User Defined Options & Required Fields Because DPCTrack2 is used in such a wide variety of industries, it is impossible to create a program that will accommodate individual needs and requirements. Therefore, DPCTrack2 enables you to add an unlimited amount of user defined variables (or new fields) to the program. In addition, you may specify what kind of data your users must enter into the new fields.
DPCTrack2 Users Manual 10.2.2 Entering the Variable Name Once you have selected the file type that you would like to work with, you may proceed to add the fields. To begin, you must click the Add New Variable button. You will see a new row appear on the screen. You can enter the title of the new field in the Name field. This is alpha/numeric text field with a field length of thirty five characters. 10.2.
10 User Defined Variables and User Defined Lists 10.2 Adding User Defined Variables Once you have completed all of the steps required for creating the new field, you may click the Save Variable button to move onto another file type or click the Add New Variable button again to add another field to the file type currently displayed. 10.2.
DPCTrack2 Users Manual 10.3 User Defined Lists 10.3.1 Creating a New List Type DPCTrack2 already comes equipped with many standard lists that may have entries added to them via the Lists menu or New buttons found throughout the program. However, the program also gives you the ability to create your own lists that may be applied to the user defined variables that you have created. To do this, from the Tools menu while the Home Screen is open, you must first select “User Defined Lists”, “Edit List Types”.
10 User Defined Variables and User Defined Lists 10.4 Configuring Required Fields click OK, then click the Delete button. The list entry will be removed from the system and will no longer appear on the drop-down lists of any fields that are using its list type. If however, the selection has already been used somewhere, you will not be allowed to delete it. 10.
DPCTrack2 Users Manual field name from a Required box eliminates completion of that field as a requirement for save, approval or finalization of a record in the screen in which it resides. Note User defined variables that are of an “Integer” or “Decimal” type cannot be required for a record since a value of “0” may denote a real or null value. Therefore any user defined variables of these types will not be listed in Required Fields screen.
Chapter 11 Reminders Title 11.1 11.2 Page Reminders ............................................................................................... 11-3 Printing Reminders .................................................................................
DPCTrack 2 Users Manual 11-2
Reminders 11.1 Reminders 11 11.1 Reminders DPCTrack2 comes equipped with a reminder system, whereby overdue calibrations and alerts will appear on the REMINDERS screen. There are many different types of reminders that may appear in this screen ranging from Late Calibrations to Show Incomplete Calibrations. The REMINDERS screen may be invoked manually by selecting “View Reminders” from the Main Toolbar when the Home Screen is open.
DPCTrack 2 Users Manual 11.2 Printing Reminders Not only may records shown in the REMINDERS screen be accessed by double clicking them one at a time with your mouse, but you may also print the entire list in any format that you choose. To customize your printer setup, click the Print Setup button. Your screen will look like that shown in Figure 11.2. Figure 11.
Chapter 12 Standard Lists Title Page 12.1 Standard Lists ......................................................................................... 12-3 12.2 List Screens............................................................................................. 12-3 12.2.1 Calibration Frequency ........................................................................ 12-3 12.2.1.1 Frequencies Based on “Months” or “Years”.................................. 12-4 12.2.1.2 Frequencies Based on “Weeks” ......
DPCTrack2 Users Manual 12-2
Standard Lists 12.1 Standard Lists 12 12.1 Standard Lists Many of the standard fields in DPCTrack2 have drop-down lists that are user defined. This gives you the ability to customize many areas of the program to meet your needs. All of the standard user defined lists can be accessed from the Lists menu at the top of the HOME SCREEN.
DPCTrack2 Users Manual 12.2.1.1 Frequencies Based on “Months” or “Years” For frequencies based upon “Months” or “Years” (“Months” or “Years” is selected from the screen’s drop-down list), the Keep On End of Month box will be available. Checking the Keep On End of Month box for a calibration frequency will instruct the system, when calculating a due date based upon the frequency, to always use the last day of the month that the item will be due for calibration as its actual due date.
Standard Lists 12.2 List Screens 12 When entering a new status you must first decide if it is an active status, the Indicates an Active Status box is checked. Marking this box instructs the system to show items that have been given this status on calibration scheduling reports like “Events Due” and “Calibration Worksheets” and in the REMINDERS screen.
DPCTrack2 Users Manual 12.2.7 Vendors This list option allows you to enter the person or company that sells or services your instruments. The VENDOR screen provides you with fields in which to enter a vendor’s name, address, phone number, fax number and contact person, however only the vendor’s name is required to save a new record. You are limited to 50 characters in this field.
Standard Lists 12.2 List Screens 12 When the screen initially opens (see figure 12.2) the Employees Not in this Group box shows all employees that have been entered into the system and the Current Members of this Group box shows the names of all employees who belong to the “Technician” group in the system If you need to add one or more existing employees to the current group, highlight the names in the Employees Not in this Group box and click the Assign button.
DPCTrack2 Users Manual 12.2.13 Equipment Type This list option allows you to create system types such as “Pump” or “Tank”. Entries made in this screen will appear on the Equipment Type drop down list in the EQUIPMENT RECORD screen. You may add equipment types by using this menu option, or you can add them by clicking the New button next to the Equipment Type field on the EQUIPMENT RECORD screen. You are limited to 50 characters in this field.
Chapter 13 Document Records Screen Title Page 13.1 Document Records.................................................................................. 13-3 13.2 Tabbed Notebook Section....................................................................... 13-4 13.2.1 General Info Tab................................................................................. 13-4 13.2.1.1 Document Type.............................................................................. 13-4 13.2.1.
DPCTrack2 Users Manual 13-2
Document Records Screen 13.1 Document Records 13 13.1 Document Records Document records are required for most quality assurance programs. The DOCUMENT RECORDS screen is accessed by clicking the speed button labeled “Documents” on the Record Toolbar. DPCTrack2 gives you the ability to create, manage and link many different types of documents to other types of records in the system. The DOCUMENT RECORDS screen is used to add, display, modify and, if necessary, delete document records.
DPCTrack2 Users Manual 13.2 Tabbed Notebook Section The tabbed notebook section of the DOCUMENT RECORDS screen contains a total of three (3) different sub-screens or “pages” available for data entry. To open a page, click its tab with your mouse. Each page and its associated fields are described below. 13.2.1 General Info Tab The General Info tab (shown in Figure 13.1) allows you to enter general information about the document like its Type, Physical Location, Active Date, etc.
Document Records Screen 13.3 File Menu Options 13 13.2.1.7.3 Clear Link Selecting this option will clear the Linked File. 13.2.1.7.4 Open Link This option will open the Link. You may also double click the link to open it. 13.2.1.8 Review Frequency, Review Date, Last Review Date, Next Review Date These fields are to help you manage your Document Records. The frequency and date fields have to be filled in manually. This is optional. 13.2.
DPCTrack2 Users Manual 13.3.7 Delete Record Use this option to Delete a Document Record. In order to be able to Delete a Document you must be a member of a Group that has Delete access to Document records and the Document is not associated with any records. 13.3.8 Close Form Closes the Document screen. 13.3.9 Exit DPCTrack2 Use this option to close DPCTrack2. You will be prompted to save any work before DPCTrack2 closes.
Chapter 14 Equipment Record Screen Title Page 14.1 Equipment Records................................................................................. 14-3 14.2 Tabbed Notebook Section....................................................................... 14-3 14.2.1 General Info Tab................................................................................. 14-3 14.2.1.1 Location, & Building ..................................................................... 14-3 14.2.1.2 Equipment Type .........
DPCTrack2 Users Manual 14-2
14 Equipment Record Screen 14.1 Equipment Records 14.1 Equipment Records In DPCTrack2, “Equipment” is defined as a unit that does not get calibrated, but consists of one or more Instruments and/or Loops that do. Equipment may be control panels, vessels, machinery, etc. Although it is not necessary to create Equipment records or use this section of the program, associating Instruments and Loops with Equipment is a good way to create more detailed records.
DPCTrack2 Users Manual 14.2.1.5 Status This field can be populated either be selecting from the drop down list or creating a new Status. For more information see Chapter 1214.2.1.6 Classification. This field may be filled in from the drop down list. For more information see Chapter 12. 14.2.2 Additional Info Tab The Additional Info tab contains three (3) additional fields.
14 Equipment Record Screen 14.3 File Menu Options 14.2.5 Notes Tab This tab page is used to enter and/or view notes for the Equipment record. To enter a new note, click the Add a Note button. Type text into the field provided and click the Save Record button on the screen’s toolbar. Once a note is entered and saved for the record it cannot be modified or deleted. As new notes are added, they will be inserted at the top of those listed (most recent notes first).
DPCTrack2 Users Manual 14.3.6 Close Form Closes the Equipment screen. 14.3.7 Exit DPCTrack2 Use this option to close DPCTrack2. You will be prompted to save any work before DPCTrack2 closes.
Chapter 15 Instrument Record Screen Title Page 15.1 Instrument Records ................................................................................. 15-3 15.2 Tabbed Notebook Section....................................................................... 15-3 15.2.1 General Info Tab................................................................................. 15-3 15.2.1.1 Manufacture ................................................................................... 15-3 15.2.1.
DPCTrack2 Users Manual 15.3.3 15.3.4 15.3.5 15.3.6 15.3.7 15.3.8 15.3.9 15-2 Save Record [Ctrl + S] ....................................................................... 15-17 Find Record [Ctrl + F]........................................................................ 15-17 List Records [Ctrl + L] ....................................................................... 15-17 Show Work History [Ctrl + K]........................................................... 15-17 Delete Record ....................
Instrument Record Screen 15.1 Instrument Records 15 15.1 Instrument Records The INSTRUMENT RECORD screen is used to add, display, modify and, if necessary, delete Instrument records. This screen is where you enter all of the Instrument’s information that will remain constant, such as model number and serial number. The Instrument records that you enter will act as the templates for creating calibration records for those Instruments.
DPCTrack2 Users Manual 15.2.1.3 Status, & Status Modification Date This field may be populated by either selecting from the drop down menu or entering a new Status. See Chapter 12 for more information. Upon saving the record the Status Modification Date field will be filled in. This field will also change if the Status is changed from the Calibration screen. 15.2.1.4 Department This field may be populated by either selecting from the drop down menu or entering a new Department.
Instrument Record Screen 15.2 Tabbed Notebook Section 15 15.2.1.12 Approved By, & Approved On When this box is checked and saved, the fields will be filled in with the user and a date & time when it was approved. (Please note that if you have not been granted approval power for Instruments, the Approved by box will be grayed out and inaccessible.) 15.2.1.13 Associated Loops If the Instrument has been associated with any Loops, then that information will also be displayed in the Associated Loops box.
DPCTrack2 Users Manual To begin adding this information, you must first click the Add Group button, which will bring up blank calibration specification fields and a blank grid. Your screen will look similar to that in Figure 15.2 just without any data. You may enter any Group Name you like (up to 50 characters) and continue through the rest of the fields. The information entered for each group will remain unique to that group.
Instrument Record Screen 15.2 Tabbed Notebook Section 15 Figure 15.3 15.2.2.1.2 Fluke Switch Test This Test Type allows users to perform a Switch test via the DPC or via manual entry on the Calibration screen with one or two set points and an optional reset point check. See Figure 15.4 Figure 15.
DPCTrack2 Users Manual Test Setup • # of Set Points - Choice of One or Two. • Input Type - The list of Signal Types is available for selection. This is the engineering unit used to drive the switch to its Set or Reset State • Resolution - Select up to eight decimal places (0.00000001) • Trip Function o Trip Continuity o Trip DCV o Trip ACV • Step Size – To set the increment used with the up/down arrow keys on the DPC unit during a manual switch test execution.
Instrument Record Screen 15.2 Tabbed Notebook Section 15 would like a new point added and select “Edit” & “Insert Before Current Test Point”. To delete a specific point, click anywhere on that line and select “Edit” & “Delete Current Test Point”. You will NOT receive a warning. To undo your changes, click on the red X to cancel your changes. 15.2.2.3 Show DPC Settings Clicking the Show DPC Settings button will allow you to configure your Source Mode and Measure Mode.
DPCTrack2 Users Manual When the following SOURCE MODES are selected, these additional selections will be available: Frequency • Wave Form – for more information see your Fluke Documenting Process Calibrator Users Manual Sine Square • Amplitude – Manually entered numeric value RTD - Resistance Temperature Detectors • Probe Type RTD Cu 10, a =0.004270 RTD Ni 120, a=0.006720 RTD Pt 100, a=0.003850 RTD Pt 100, a=0.003916 RTD Pt 100, a=0.003926 (IPTS-68) RTD Pt 1000, a=0.003850 RTD Pt 200, a=0.
Instrument Record Screen 15.2 Tabbed Notebook Section 15 15.2.2.3.1 Measure Mode Options Depending on the Measure Mode that you select from the dropdown, different options will appear: (not all options will be available for all Measure Modes) The following options are available on all MEASURE MODE selections.
DPCTrack2 Users Manual 15.2.2.5 Output Signal Information 15.2.2.5.1 Output Type Entering the Instrument’s Output Type is done in the same manner that you selected the Input Type. Both the Input and Output Type drop-down lists will contain the same selections. If the signal type needed is not yet on the list, you can add it through the “Lists” menu. You may enter up to 50 characters in this field. 15.2.2.5.
Instrument Record Screen 15.2 Tabbed Notebook Section 15 15.2.2.6.4 Plus or Minus Selecting “Plus/Minus” will instruct the system to calculate the high and low limits for each test point as plus or minus a discreet value. For example, +/- 3 mV at a test point of 100 mV would result in a low limit of 97 mV and a high limit of 103 mV. 15.2.2.6.
DPCTrack2 Users Manual Its is important to note that if you elect to enforce a linear or square root relationship between input and output values on an item’s record, that you are electing to do so in any calibration records entered for the item as well.
Instrument Record Screen 15.2 Tabbed Notebook Section 15 15.2.2.9 Test Point Groups To add additional test point groups to an Instrument record click the Add Group button for every new group needed. This will add a new group below the last one. To delete a test point group from the record, display the group to be deleted by using the Next Group and Previous Group buttons as needed, then click the Delete Group button.
DPCTrack2 Users Manual You also have the ability within a single test point group to insert a test point or delete one from those shown. To insert a new test point, place your cursor somewhere within the row before which you would like the new test point to be placed, then select “Insert Before Current Test Point” from the Edit menu. To insert a new test point at the bottom of those shown, increase the “# of Cal Pts” to the number needed.
Instrument Record Screen 15.3 File Menu Options 15 15.2.3.4 P+ID Number & P+ID Revision Number These fields are optional. Each field can hold up to 100 characters. (Process & Instrumentation Diagram or Piping & Instrumentation Diagram) 15.2.3.5 Vendors In this field you can also note the Vendors Which Sell or Service the Instrument. To do this highlight the vendor(s) desired, and click the appropriate arrow button between the two list boxes. (For more information on adding Vendors see Chapter 12) 15.2.
DPCTrack2 Users Manual 15.3.8 Close Form Closes the Instrument screen. 15.3.9 Exit DPCTrack2 This option will close DPCTrack2. If you have any unsaved work on any screens you will be prompted to Save before DPCTrack2 closes.
Chapter 16 Loop Record Screen Title Page 16.1 Loop Records.......................................................................................... 16-3 16.2 Tabbed Notebook Section....................................................................... 16-3 16.2.1 General Info Tab................................................................................. 16-4 16.2.1.1 Location & Building ...................................................................... 16-4 16.2.1.2 Responsible Technician ..
DPCTrack2 Users Manual 16-2
Loop Record Screen 16.1 Loop Records 16 16.1 Loop Records As with the equipment section, it is sometimes useful to associate Instruments with Loops and even to provide separate calibration certificates for each Loop. DPCTrack2 gives you the ability to manage Loop information. Just like the INSTRUMENT RECORD screen, the MASTER LOOP RECORD screen is used to enter all of the Loop’s information that will remain constant, such as classification and department.
DPCTrack2 Users Manual 16.2.1 General Info Tab This page (Figure 16.1) allows you to enter general information about the Loop. 16.2.1.1 Location & Building These fields may be filled in from the drop down lists or you may select New. For more information see Chapter 12. 16.2.1.2 Responsible Technician This field can be populated either be selecting from the drop down list or select New. For more information see Chapter 12. 16.2.1.
Loop Record Screen 16.2 Tabbed Notebook Section 16 16.2.1.11 Approved By & Approved On When this box is checked and saved, the fields will be filled in with the user and a date & time when it was approved. (Please note that if you have not been granted approval rights for Loops, the Approved by box will be grayed out and inaccessible.) 16.2.
DPCTrack2 Users Manual Figure 16.2 16.2.4 User Defined Tab This tab page contains all user defined variables (fields) that have been set up for the MASTER LOOP RECORD screen. (See Chapter 8 for instructions about how to set up user defined variables.) 16.2.5 Notes Tab This tab page is used to enter and/or view notes for the Loop record. To enter a new note, click the Add a Note button. Type text into the field provided and click the Save Record button on the screen’s toolbar.
Loop Record Screen 16.3 File Menu Options 16 16.3.3 Save Record[Ctrl + S] Selecting this option will save Master Loop data. 16.3.4 Find Record[Ctrl + F] Selecting this option will open the Find Master Loop screen allowing searches by Master Loop ID or Serial Number. 16.3.5 List Records[Ctrl + L] Selecting this button will open the list screen, where all records are listed. On this screen you have the option to scroll through the field or activate an Advanced Query. 16.3.
DPCTrack2 Users Manual 16-8
Chapter 17 Test Instrument Record Screen Title Page 17.1 Test Instrument Records ......................................................................... 17-3 17.2 Tabbed Notebook Section....................................................................... 17-3 17.2.1 General Info Tab................................................................................. 17-3 17.2.1.1 Manufacture ................................................................................... 17-3 17.2.1.
DPCTrack2 Users Manual 17-2
Test Instrument Record Screen 17.1 Test Instrument Records 17 17.1 Test Instrument Records For a variety of reasons relating to quality control and record-keeping issues, DPCTrack2 stores data for Test Instruments separately. This screen is used to add, display, modify, and if necessary delete Test Instrument records. In this section, you may add your company’s test equipment. The TEST INSTRUMENT RECORD screen is accessed by clicking the speed button labeled “Test Instruments” on the Record Toolbar. 17.
DPCTrack2 Users Manual 17.2.1.3 Document ID This field can filled in from the drop down list. For more information see Chapter 13 17.2.1.4 Status, & Status Modification Date This field may be populated by either selecting from the drop down menu or entering a new Status. See Chapter 12 for more information. Upon saving the record the Status Modification Date field will be filled in. This field will also change if the Status is changed from the Calibration screen. 17.2.1.
Test Instrument Record Screen 17.3 File Menu Options 17 17.2.1.1.9 Date Sent for Cal & Date Returned These fields are to be filled in manually and are optional. 17.2.1.10 Approved By, & Approved On When this box is checked and saved, the fields will be filled in with the user and a date & time when it was approved. (Please note that if you have not been granted approval power for Test Instruments, the Approved by box will be grayed out and inaccessible.) 17.2.
DPCTrack2 Users Manual 17.3.5 List Records[Ctrl + L] Selecting this button will open the list screen, where all records are listed. On this screen you have the option to scroll through the field or activate an Advanced Query. 17.3.6 Show Work History[Ctrl + K] This button will open a new screen that will display all the work history (if the record has no history, the screen will not open). Double clicking on a listed record will open that record. 17.3.
Chapter 18 Upload/Download Screen Title Page 18.1 Getting Started ........................................................................................ 18-3 18.2 File Menu Options .................................................................................. 18-4 18.2.1 Initiate Download/Upload .................................................................. 18-4 18.2.2 Close Form ......................................................................................... 18-4 18.2.
DPCTrack2 Users Manual 18.8.2 Default Calibration Type for Uploaded Calibrations ......................... 18-13 18.8.3 Default Test Instrument Warning Options ......................................... 18-13 18.8.4 Initiate Upload .................................................................................... 18-13 18.8.4.1 Result Duplicates ........................................................................... 18-14 18.8.4.2 Calibration Record: Authorizing........................................
18 Upload/Download Screen 18.1 Getting Started 18.1 Getting Started Downloading refers to the transferring of one or more items as tasks to the Calibrator. Uploading pertains to copying of the calibration results and logged data to DPCTrack2 as calibration records. Figure 18.1 shows the Upload/Download screen. Figure 18.
DPCTrack2 Users Manual 18.2 File Menu Options With the Upload/Download screen open, the following File menu options are available. Figure 18.2 18.2.1 Initiate Download/Upload Selecting this option will begin the download/upload process. 18.2.2 Close Form Selecting this option will close the Upload/Download screen 18.2.3 Exit DPCTrack2 Selecting this option will close entire application 18.3 Features This menu contains the following features: 18.3.
18 Upload/Download Screen 18.4 Lists 18.3.2 Set Calibrator Date/Time to Current Date/Time If supported, this menu item will call a function which resets the internal clock of the calibrator device to your PC's current system date and time. 18.3.3 View Number of Test Results If supported, a message will appear indicating the number of calibration results that are contained within the calibrator's memory. 18.3.
DPCTrack2 Users Manual 18.6.1.3 Setup/Wrapup Messages You can make messages display on the calibrator before and/or after the calibration procedure. The following options are available for message prompts: None First Note No Message Displays the first Note that was added to the Instrument or Loop. Most Recent Note Displays the Note that was added most recently to the Instrument or Loop.
18 Upload/Download Screen 18.7 Downloading Calibration Items as Tasks 18.6.1.5.3 Preserve Memory for Results: Every calibrator has a certain amount of memory, which is broken up into tasks and results, somehow. By downloading, we erase the results memory and replace the tasks memory with our newly created procedures. This option allows the tester to save a defined percentage of the memory for calibration results. 18.6.
DPCTrack2 Users Manual Click Refresh List if you change the due date entered and want to reload the list. Use the Backspace key to remove the Due Date value. 18.7.1.2 By Query This option allows you to use an Instrument or Loop advanced query to add or remove Tags from the list of Tags to be Downloaded. Each query tab has the same functions: New Query: Clicking the New button brings up the Advanced Query screen, with which you can build a new query for the selected record type.
18 Upload/Download Screen 18.7 Downloading Calibration Items as Tasks Upon completion of a successful download, a message appears which reads "# procedure(s) downloaded successfully", where '#' is the number of procedures downloaded without error. If all selected instruments cause irreconcilable errors, the message "Download Aborted. No procedures downloaded." will appear. After either of these messages occurs, you can disconnect your calibrator and begin using any successfully downloaded procedures. 18.
DPCTrack2 Users Manual 18.7.3 Tag List Edit Functions These functions are available from the Options popup menu and by right-clicking on the list itself. Clear All - Clears all Tags from the list. Clear Instruments - Clears all Instrument Tags from the list. Clear Loops - Clears all Loop Tags from the list. Remove Selected and All Related Tags - If the currently selected Tag is an Instrument or a Loop, all other related Tags. Figure 18.4 18.7.
18 Upload/Download Screen 18.7 Downloading Calibration Items as Tasks Figure 18.5 18.7.5 Adding to the Tag List See 18.7 Downloading Calibration Items as Tasks for more on selecting Instruments and/or Loops to add to the Tag list. If a tag could not be added to the list, a reason will be displayed in a message prompt. 18.7.
DPCTrack2 Users Manual 18.8 Uploading Results as Calibrations You can use DPCTrack2 to Upload Calibration results as new calibration records (See Figure 18.6 below). For more information about calibration records, see Chapter 19 Calibration Records. Figure 18.6 1. Make sure your calibrator and PC are connected. See Setting Up Communications for more info. 2. Check the desired options for uploading calibrations. See chapter 18.6.2 above. 18.8.1 Assign Technician to Calibrations 18.8.1.
18 Upload/Download Screen 18.8 Uploading Results as Calibrations 18.8.1.2 Options A. Assign Technician to All Uploaded Calibrations (Ignore Uploaded ID) This option will assign the selected Technician (or blank option) to every uploaded calibration record, no matter what ID is sent back from the connected device. B. Assign Technician to Calibrations with Unassigned or Unknown Technicians This option will first check to see if the User ID uploaded from the calibrator matches an available Technician.
DPCTrack2 Users Manual Authorize Calibration Screen. See Test Instrument Recognition in Chapter 18.9 for more information. 6. Process all test points and readings according to the item's default test point groups if found, or it will generate default information for those test points and groups that are not found in the database. 7. Build a new Calibration record and display the Authorize Calibration Screen, for verification of all processed and uploaded data. 8.
18 Upload/Download Screen 18.8 Uploading Results as Calibrations 18.8.4.2 Calibration Record: Authorizing DPCTrack2 contains a special feature that allows you to Authorize or Skip each Calibration result record uploaded from the device. It does this function via the Authorize Calibration Screen (Shown in Figure 18.7). Figure 18.7 (Authorize Calibration Screen) 18.8.4.2.
DPCTrack2 Users Manual "Messages" This read-only tree view box will display messages similar to the following as they apply to the current calibration record: "This Calibration has Failed." "This Calibration has been Found Out of Spec." This list will contain warnings for out of spec As Found and As Left results, as well as warnings for Incomplete Calibrations.
Chapter 19 Calibration Screen Title Page 19.1 Calibration Records ................................................................................ 19-3 19.2 Tabbed Notebook Section....................................................................... 19-3 19.2.1 Header Fields...................................................................................... 19-3 19.2.1.1 Item Type ....................................................................................... 19-3 19.2.1.2 Item ID ..........
DPCTrack2 Users Manual 19.4.2 Show All............................................................................................. 19-12 19.5 SOP Tab.................................................................................................. 19-12 19.6 User Defined Tab.................................................................................... 19-12 19.7 Notes Tab................................................................................................
19 Calibration Screen 19.1 Calibration Records 19.1 Calibration Records This screen is used to add, display, modify and if necessary, delete the results of an Instrument, Loop, Test Instrument or System calibration. Once you have entered Master Instrument, Loop and Test Instrument records, you may create calibration records based upon the data you already established in the database. The CALIBRATION screen is accessed by clicking the speed button labeled “Calibrations” on the Record Toolbar. Figure 19.
DPCTrack2 Users Manual 19.2.1.3 Calibration ID When a new calibration record is saved, the System assigns it a unique number, which then appears in this field indefinitely. 19.2.1.4 Calibrated & Scheduled Dates DPCTrack2 automatically inserts today’s date into the Calibrated field, but this date can be modified by typing a new one into the field. The date in the Scheduled Date would be the date that the item is actually due for the calibration. 19.2.1.
19 Calibration Screen 19.3 Test Results Tab entering a calibration, if the date calibrated is within the period of the current frequency, a checkbox will appear in the Roll Dates and/or Close These Items On Calibration Completion box on the Calibration Information tab (for more information on configuring frequencies see Chapter 12). The text of the checkbox indicates the current due date and the next scheduled date that will be applied to the item upon a successful calibration.
DPCTrack2 Users Manual If you are not utilizing Separate As Found/As Left Inputs and the left as value for a test point is the same as the found as value, then you can enter the Fnd As value, click on the Lft As cell, and just hit the equal (=) key on your keyboard to automatically transfer the same value to the Lft As cell. (This will only work if the Lft As value is blank.
19 Calibration Screen 19.3 Test Results Tab you have finished making modifications, you may click the Protect Specs button to shield the columns again from accidental modification. The Protect Specs button appears when you click the Modify Specs button, see Figure 19.3 for an example. Figure 19.3 There are several important things to remember when you elect to modify the calibration specifications for an item when entering its calibration record.
DPCTrack2 Users Manual 19.3.5 Automatic Warnings and Messages There are several automatic warnings and messages that may appear on your screen as you save a new calibration record. In this case the term “automatic” refers to the fact that the appearance of these warnings and messages does not hinge upon the selection of any Company options or default settings that may have been established in the database. Figure 19.4 1.
19 Calibration Screen 19.3 Test Results Tab For example, imagine that you are in the process of saving a calibration record that failed. If the item’s current status is “In Service”, but the Calibration Failed Status that was declared in its COMPANY RECORD was “Needs Repair”, then a message will appear asking if you would like to have the item’s status changed from “In Service” to “Needs Repair”.
DPCTrack2 Users Manual 19.3.6.4 Require Reason For Failure On A Failed Calibration This is an option that when selected will not allow you to save a failed calibration record unless the Reason for Failure field has been completed.
19 Calibration Screen 19.4 Test Instruments Tab Once a calibration record is completed and saved, the text on its button will turn black and its ID will no longer contain the word “New” next to it. (Note: Each calibration record must be saved individually. Calibration records cannot be saved as a group.) Figure 19.5 Calibrations may be dropped from the current group at any time regardless of whether or not they have been saved.
DPCTrack2 Users Manual 19.4.1 How Instrument Types Affect the Available Test Instrument List If you have entered a calibration for an Instrument that has been assigned an Instrument Type, (see Chapter 17) then only the Test Instruments that were set to calibrate that Instrument type will be listed in the Available Test Instruments box. If the Instrument Type field on the Instrument’s master record was left blank, then all Test Instruments will be displayed in the Available Test Instruments box.
19 Calibration Screen 19.7 Notes Tab 19.7 Notes Tab This tab page is used to enter and/or view notes for the calibration record. To enter a new note, click the Add a Note button. Type text into the field provided and click the Save Record button on the screen’s toolbar. Once a note is entered and saved for the record it cannot be modified or deleted. As new notes are added, they will be inserted at the top of those listed (most recent notes first).
DPCTrack2 Users Manual 19-14
Chapter 20 Import DPCTrack Data Title Page 20.1 Import DPCTrack Data ........................................................................... 20-3 20.1.1 Field Mapping .................................................................................... 20-4 20.1.2 Frequency Mapping............................................................................ 20-4 20.2 Possible Errors/Warnings ....................................................................... 20-5 20.3 Compatibility Limitations....
DPCTrack2 Users Manual 20-2
Import DPCTrack Data 20.1 Import DPCTrack Data 20 20.1 Import DPCTrack Data DPCTrack2 allows the ability to move data from DPC/Track to the new DPCTrack2 database. Before you can perform the Import, you will need to perform an Export of your History, Instruments and Procedures from DPC/Track, to ensure that you have the most up-to-date records. For more information about Exporting records from your DPC/Track database, refer to your DPC/Track User Manual.
DPCTrack2 Users Manual 20.1.1 Field Mapping The second section shows you how your old DPC/Track data will be mapped into DPCTrack2. The Status field will default to the first status defined e.g ”In Service” in the list, “Responsible” in DPC/Track will be mapped to “Responsible Technician” in DPCTrack2, “Location” will be mapped to “Location”, “Area” in DPC/Track will be mapped to “Building” in DPCTrack2. See 20.3.1 Limitations For Instrument Imports for further explanation.
Import DPCTrack Data 20.2 Possible Errors/Warnings 20 20.2 Possible Errors/Warnings • Duplicate ID – If the ID already exists for the same Item Type in the database, the record will not be imported. • Duplicate ID’s for different Item Types – If the Company setting for “Prevent Duplicate ID’s Across All Record Types” is checked, then the record will Not be imported if a record already exists with the same ID.
DPCTrack2 Users Manual Example: An Import is performed that creates 40 Instruments each with 3 calibration results. Your log file indicates that 3 calibration results for the same Instrument ID were not imported because the “ID Does Not Exist in the Database”. If you manually create the Instrument ID and run the import again, there will be no change to the previously imported Instrument records but 3 additional calibration results will be created for the original Instruments.
Chapter 21 Advanced Queries Title Page 21.1 Advanced Queries................................................................................... 21-3 21.1.1 Running Previously Saved Advanced Queries ................................... 21-3 21.1.2 Creating New Advanced Queries and Modifying Existing Queries... 21-3 21.1.2.1 Display Fields Section.................................................................... 21-4 21.1.2.2 Sort Fields Section ...........................................................
DPCTrack2 Users Manual 21-2
Advanced Queries 21.1 Advanced Queries 21 21.1 Advanced Queries In each of the main screens in DPCTrack2, (except the Company screen) you have the option of listing all of the records that have been entered into the system for the company. This option is available from either the File menu or the sub-category toolbar in each of those screens (see Chapter 5).
DPCTrack2 Users Manual The ADVANCED QUERY screen (shown in Figure 21.2) has several different sections, each of which is described below. To build an advanced query you can define criteria in each of the sections or any combination of the sections. The selection options for each area of the screen are comprised of every field in the record type you are currently working in. This includes any user defined variables added to the record type.
Advanced Queries 21.1 Advanced Queries 21 21.1.2.2 Sort Fields Section This section lets you determine how the advanced query records should be sorted. For example, you might want to generate a query list in which the instrument records shown are sorted by Department. Sorting by one or more fields is not necessary, however it will make your advanced query listings more organized. To select a field to sort by, highlight it in the Available Fields box and click the Add button.
DPCTrack2 Users Manual Figure 21.3 21.1.2.4 Wildcard Characters (Matching Parts of Strings using “LIKE” and “NOT LIKE”) In addition to building queries for an, exact selection criteria, you may also build queries using wildcard characters to match a likeness. For example, you can build a query that generates a list of all instruments whose description is “LIKE” (or contains the words), “pressure” and “valve”.
Advanced Queries 21.1 Advanced Queries 21 Figure 21.4 In this example, you use the percent (%) wildcard since you are not sure how many characters are in the missing parts of the description. Conversely, if you wanted to pull up a query list showing every instrument that did not have “pressure” and “valve” in its description, then you would perform the same steps, but instead you would insert “NOT LIKE” into the Operation field. An example where the _ wildcard would be useful is as follows: 1.
DPCTrack2 Users Manual Figure 21.5 21.1.2.5 Using Date Field Key Words You also have the ability to use date field key words in advanced queries. Date field key words like “End of week”, “End of month”, “End of year”, “Today” and “Tomorrow” are useful for queries involving dates, that may be used on a regular basis. Using this functionality, you could build an advanced query to show all instruments that are due for calibration by the “End of month” date, then save and execute it on a monthly basis.
Advanced Queries 21.1 Advanced Queries 21 Figure 21.6 21.1.3 Action Button Sets 21.1.3.1 Action Buttons Set 1 (shown beside the Selection Criteria During Query Execution box) 21.1.3.1.1 Remove To remove selection criteria from the Selection Criteria During Query Execution box, select any portion of the line of text with your mouse and click the Remove button. 21.1.3.1.
DPCTrack2 Users Manual 21.1.3.1.3 Ungroup All To ungroup two or more sets of selection criteria, highlight them with your mouse and click the Ungroup All button. You will notice when you do this that the extra parentheses disappear. 21.1.3.1.4 Move Up or Move Down You may also change the order of two or more sets of selection criteria in your query. To do this highlight the one(s) you want to move and click the appropriate button, Move Up or Move Down. 21.1.3.
Advanced Queries 21.1 Advanced Queries 21 To return to the full list of instruments in the database, you must perform the following steps: 1. Return to the ADVANCED QUERY screen. 2. Once in the ADVANCED QUERY screen, click the Reset button. 3. Once the query details are cleared from the screen, click the Execute button. The list generated will once again include all records in the system for the company. Another option is to exit out of the screen and reopen the screen. 21.1.
DPCTrack2 Users Manual 21-12
Chapter 22 DPCTrack Explorer Title Page 22.1 DPCTrack Explorer ................................................................................ 22-3 22.1.1 Grouping............................................................................................. 22-4 22.1.2 Pop-up Menu Options .................................................................... 22-4 22.1.3 Status Indicator Icons ......................................................................... 22-5 22.1.4 Resetting the Tree..........
DPCTrack2 Users Manual 22-2
DPCTrack Explorer 22.1 DPCTrack Explorer 22 22.1 DPCTrack Explorer DPCTrack Explorer allows you to quickly view all of the company’s records, as well as their relationships to one another. This tool (shown in Figure 22.1) may be accessed by selecting “DPCTrack Explorer” from the Main Toolbar on the Home Screen. Figure 22.1 By default, the box on the left side of the screen lists each item type individually along with all of the records of that item type that currently exist for the company.
DPCTrack2 Users Manual 22.1.1 Grouping Another useful tool found in this screen is the ability to group the list of items that appear on the tree by different fields: Item Type, Classification, Department, Frequency, Location, Manufacturer, Responsible Technician, Scheduled, Work Due by Department and Work Due by Location. . Grouping the tree grants you faster access to the category of your choice.
DPCTrack Explorer 22.1 DPCTrack Explorer 22 screen is already open, it will attempt to navigate to the selected record. Note You can also open the selected item if it has no sub-items by doubleclicking the item. • “Enter Calibration Record” - This option opens the Calibration Record screen and automatically chooses the current item as the basis for a new calibration history record. 22.1.3 Status Indicator Icons All items are indicated by an icon that is the same as their Records Toolbar button icon.
DPCTrack2 Users Manual 22-6
Chapter 23 Reporting System Title Page 23.1 Reports.................................................................................................... 23-3 23.1.1 Report Parameters Tab ....................................................................... 23-3 23.1.2 Advanced Selection Tab..................................................................... 23-4 23.2 Other Options Available on the Reports Menu....................................... 23-5 23.2.1 Set Report Directory.....................
DPCTrack2 Users Manual 23-2
Reporting System 23.1 Reports 23 23.1 Reports DPCTrack2 comes equipped with many standard reports, all of which were designed with Business Object’s Crystal Reports™. Reports in DPCTrack2 may be accessed from the Reports menu in the Home Screen. This menu lists every report group already established in the system. To use an individual report, highlight its group, then select it from the full list of reports in that group.
DPCTrack2 Users Manual 23.1.2 Advanced Selection Tab DPCTrack2’s reporting system helps you run more specific reports by allowing you to use advanced queries you have saved, if the report supports it. The Advanced Selection tab (shown in Figure 23.2) is used to select a query to apply to the selected report. To use an advanced query in a report you must perform the following steps: 1. Select the desired report from the Reports menu. 2.
Reporting System 23.2 Other Options Available on the Reports Menu 23 From the Advanced Selection tab, you may also create a new advanced query or modify an existing query by choosing the New or Modify buttons located to the right of the Choose Existing Selection field. Both of these buttons will invoke the ADVANCED QUERY screen. To modify an existing query, you must first select it from the Choose Existing Selection field’s drop-down list and then click the Modify button.
DPCTrack2 Users Manual Figure 23.3 23.2.2 Report Maintenance Selecting “Report Maintenance” from the Reports menu invokes the REPORT MAINTENANCE screen. This screen is used to install new reports into your DPCTrack2 system or modify the setup of existing reports. 23.3 Printing Once you have selected to print, click the Print button and proceed as you normally would when printing a report from the program. The associated worksheets will be printed in order and grouped together. 23.
Reporting System 23.4 Setting Up New Reports 23 23.4.2 Report Maintenance To install a new or modified an existing report, you must first select “Report Maintenance” from the Reports menu that is available when the Home Screen is open. This will invoke the REPORT MAINTENANCE screen shown in Figure 23.4. Figure 23.4 23.4.2.1 General Info Tab This tab page is used to enter the general information about the new report.
DPCTrack2 Users Manual Finally, the Report Group field is used to designate the report group that the new report should be included in. To choose an existing report group for the new report to reside in, select one from the field’s drop-down list. If the report group desired is not listed, click the New button next to the field to add it to the system. 23.4.2.2 Report Parameters Tab This tab page (Figure 23.5) is used to establish the parameters that will be required to run the new report.
Reporting System 23.5 Adding New Reports from Scripts 23 Once you have completed both tab pages for the new report you must save the record. This will make it a selection under its “Report Group” on the Reports menu when the Home Screen is open. 23.5 Adding New Reports from Scripts Another method by which a new report may be added to the database is to select “Add New From Script…” from the File menu.
DPCTrack2 Users Manual 23.6 Deleting Reports The deletion of a report from your database is also done through the REPORT MAINTENANCE screen and is accomplished by performing the following steps: 1. With the REPORT MAINTENANCE screen open, click the List Records button on the sub-category toolbar. 2. While in the list screen, select the report you would like to delete and click OK so that the record is displayed on the screen. 3. From the screen’s File menu, select “Delete Report”. 4.
Chapter 24 The Logged Data Screen Title Page 24.1 What is Logged Data?............................................................................. 24-3 24.2 Uploading Logged Data.......................................................................... 24-4 24.2.1 Selecting Port ..................................................................................... 24-4 24.2.2 Upload Logs Button ........................................................................... 24-5 24.2.
DPCTrack2 Users Manual 24-2
The Logged Data Screen 24.1 What is Logged Data? 24 24.1 What is Logged Data? Among the many features of DPCTrack2 is the Logged Data screen See Figure 24.1 below. Fluke Documenting Process Calibrators allow users to log and capture data over time to help spot, diagnose and prevent intermittent problems or anomalies that can cause facility down time. Figure 24.1 The Logged Data screen allows users to import recorded data from the Fluke calibrator directly to the DPCTrack2 database.
DPCTrack2 Users Manual 24.2 Uploading Logged Data To upload Logged Data from the Fluke calibrator to the DPCTrack2 database, first plug the calibrator into the appropriate port on your workstation, turn the calibrator on, and select the Upload Logged Data button at the top of the screen. 24.2.1 Selecting Port Select the appropriate port in the Ports section, and click Calibrator Info below to verify the application is recognizing the calibrator correctly. Figure 24.2 shows the calibrator info.
The Logged Data Screen 24.2 Uploading Logged Data 24 24.2.2 Upload Logs Button Next, click the Upload Logs button see Figure 24.3 below, the application will automatically upload all logs present on the calibrator to the DPCTrack2 database. Figure 24.
DPCTrack2 Users Manual 24.2.3 Show Logged Data Button After the Upload is complete, click the Show Logged Data button to navigate to the Logged Data record you just uploaded. See Figure 24.4 below. Figure 24.4 24.2.4 Log Record Upon navigating to the record you just uploaded, several automatically populated fields are visible. This portion of the page contains information pulled from the logged record and the Tag ID. These fields are not modifiable. They include: 24.2.4.
The Logged Data Screen 24.2 Uploading Logged Data 24 24.2.4.7 Serial Number This field displays the serial number for the Instrument or Loop ID associated with the Tag ID. 24.2.4.8 Start Time A Time/Date Stamp is visible reflecting when the Logging for this Log record began. 24.2.4.9 Stop Time A Time/Date Stamp is visible reflecting when the Logging for this Log record ended. 24.2.4.10 # Values This field displays the number of readings actually taken for this Log record. 24.2.4.
DPCTrack2 Users Manual 24.3 Viewing Log Records After uploading Logged Data from the calibrator, individual logs are saved to the DPCTrack2 database and assigned a unique Log ID. If you attached a Tag ID to the log on the calibrator, the upload will automatically attach applicable item information to the log record. See 24.5 below. Figure 24.
The Logged Data Screen 24.3 Viewing Log Records 24 24.3.1 Listing Log Records To access a list of all uploaded Logged Data records click the List button (folder icon) on the Logged Data screen’s toolbar or select File List Records. Figure 24.6 shows the list of uploaded Log records. Figure 24.6 24.3.2 Navigating Log Records Like other record types in DPCTrack2, users may navigate between Logged Data records by using the green navigation arrows at the top of the screen.
DPCTrack2 Users Manual 24.4 Viewing Logged Data Report DPCTrack2 comes with several standard reports, including the Data Log Trend report. To view this report, simply click the Report Preview button. See Figure 24.7 below. Figure 24.7 The report may be printed from either the Logged Data screen or the Report Preview screen by clicking the Print Report button on the top toolbar.
Chapter 25 Backing Up and Restoring Data Title 25.1 25.2 Page Backing Up ............................................................................................. 25-3 Restore From Backup .............................................................................
DPCTrack2 Users Manual 25-2
Backing Up and Restoring Data 25.1 Backing Up 25 25.1 Backing Up Since you are running a Microsoft® Access version of DPCTrack2, it is recommended that you back up your database files on a regular basis. Backing up your data regularly is your insurance policy that information will never be lost. Selecting “Backup Database” from the Tools menu at the top of the Home Screen provides you with an easy way to do this.
DPCTrack2 Users Manual When the reminder appears on your screen you may proceed with the automatic backup. Once the backup has finished, the date shown in the field for Last date the system database was backed up, which is also located on the SYSTEM OPTIONS screen, will be changed to the current date. When the reminder message appears, you inform the system that the files have already been backed up, then you will be asked if you would like the date reset.
Chapter 26 Troubleshooting Title 26.1 26.2 26.3 Page Troubleshooting - Downloading Instruments as Tasks........................... 26-3 Troubleshooting - Device Communication............................................. 26-3 Troubleshooting - Uploading Results .....................................................
DPCTrack2 Users Manual 26-2
Troubleshooting 26.1 Troubleshooting - Downloading Instruments as Tasks 26 26.1 Troubleshooting - Downloading Instruments as Tasks Possible problems: • Make sure the test point groups you are attempting to download have ALL of the following: Input Signal Type, Output Signal Type, Input High Limit, Input Low Limit, Output High Limit, Input Low Limit, and Specification and Limit In and Out values for each test point.
DPCTrack2 Users Manual 26.3 Troubleshooting - Uploading Results Possible uploading problems: 26-4 • If the Tag used for a result stored on the calibrator is not found in the Instrument or Loop screens, the user will be prompted to save the result to a file. To avoid this, create an Instrument or Loop record with an ID matching the Tag entered on the Calibrator before uploading.
Appendix A Report Descriptions Listed by Groups Alert Group Calibration Alert Report This report shows all Instruments, Test Instruments and Loops, calibrated within a specified period of time that had at least one “As-Found” value that was outside of its high or low spec limit. Failed Calibrations Report This report shows all Instruments, Test Instruments and Loops that failed calibration within a specified period of time.
DPCTrack2 Users Manual other calibration report, but instead of summarizing the stated accuracy, accuracy percentage and resolution at the top of the report, it displays this information for each test point individually. Instrument Test Point Analysis This report shows an analysis of a single Instrument calibration. A line graph is included so that you may easily compare the expected, As-Found, and As-Left values for the calibration.
Report Descriptions Listed by Groups Company Group A Test Instrument Test Point Analysis This report shows an analysis of a single Test Instrument calibration. A line graph is included so that you may easily compare the expected, As-Found and As-Left values for the calibration. Test Instrument Test Point Trend This report allows you to trend a Test Instrument’s maximum deviation over a specified period of time. A line graph is included so that you may easily view this information.
DPCTrack2 Users Manual Instrument Worksheet (Spec Summary) This report looks similar to the Instrument Calibration Report (Spec Summary) except for the fact that it has blank lines on which to write the “As-Found” and “As-Left” values for the Instrument’s calibration. It also has an area in which to document the Test Instrument(s) used, comments and whether the Instrument passed or failed.
Report Descriptions Listed by Groups Test Instrument Group A Loop Master (Spec/Test Point) This is also a report that shows all of the master information for a Loop, however it is more detailed in that the stated accuracy, accuracy percentage and resolution information are displayed for each test point individually.
DPCTrack2 Users Manual the Test Instrument(s) used, comments, and whether the Test Instrument passed or failed. It has blanks lines to record the stated accuracy, accuracy percentage and resolution for each individual test point. Test Instrument Due Report This report lists all Test Instruments that will be due for calibration within a specified date range. User Group Active Users Report This report shows the User IDs and Names of all users who are currently logged onto DPCTrack2.
Appendix B Frequently Asked Questions Frequently Asked Questions List Q. I get an error message, “Error 114”, when attempting to preview or print a report. A. The report directory is not set correctly. To set it correctly, go to the Reports menu then select “Set Report Directory”. Please Note: When you initially install DPCTrack2 the standard report files will automatically be located in the subdirectory labeled “Reports” (Access program).
DPCTrack2 Users Manual Q. How come my Document ID’s are not showing up on the “Document ID” dropdown lists? A. The SOP Type assigned to those documents do not have the Make Available as an SOP box marked. Q. One of my Calibration Frequencies is misspelled, how do I change that? A. The first step is to go to the Lists menu and select “Calibration Frequency”. Then in the CALIBRATION FREQUENCY screen, add the new calibration frequency with the correct spelling, and save the record.
Frequently Asked Questions Frequently Asked Questions List B Document ID and Revision Number are necessary for saving a new record. You will be warned by the system if you have not completed all the fields required to save a particular record. Q. I attempted to set up a chronological numbering system for my instruments, but the order is still incorrect. What did I do wrong? A.
DPCTrack2 Users Manual (Type “Page Down” again and the date will change to the last day of the next year) • “Home” = First day of the current month. (Type “Home” again and the date will change to the first date of the previous month) • “End” = Last day of the current month. (Type “End” again and the date will change to the last day of the next month) B-4 Q. Must I enter both “Found As” and “Left As” Values if the values are the same when entering a calibration record? A. Not always.
Frequently Asked Questions Frequently Asked Questions List Q. If I modify an existing master record, will my changes affect calibration records previously entered for that item? A. Making modifications to an existing master Instrument, Loop or Test Instrument record will not affect the calibration records previously entered for that item.
DPCTrack2 Users Manual B-6