How To Add Documents to an Instrument

Modified on Wed, 03 Mar 2021 at 09:58 AM

Quite often instruments will have documents associated with them, such as drift charts, operation manuals (for one off or special instruments), Warranties etc.

ProCal-Track allows these documents to be stored along side the instrument for viewing at any time.

To add a document to an instrument, open the Job Sheet using the 'View / Edit Instrument' function and navigate to the Job Sheet for the instrument that you wish to link a document to.

If your document has been scanned (for example a letter from a manufacturer, or written test instructions), click the 'Add Scan' button.

A prompt will appear asking you to re-name the file (if required), and then informing the user where it will be copied to.

Clicking 'OK' will copy the file to the document storage location and will then be linked to the instrument.

To view the folder in which all documents are stored for an instrument, click the 'View Docs' button.

This will open (or create if needed) the folder in which all documents are stored. Files can be dragged/dropped into this folder as needed.

Transmille recommend that this folder is used for documents such as drift charts, manufacturers data etc, especially for laboratories running to ISO 17025 or similar as this assists with record keeping rather than having to maintain a separate document storage solution.

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