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Quick Start

In the following practical example, you will be guided step by step through a typical workflow. You will learn how to create a new customer, register a device, assign a category, and document calibrations and repairs.

Create a Customer

Procedure:

  • Open module: Navigate to the Customers section in the main menu.
  • Create record: Click on New or Create Customer and fill in the following fields:
    • Name: "Muster GmbH"
    • Customer number: "K-1001"
    • Address: "Hauptstrasse 123, 12345 Musterstadt"
  • Save: Confirm your entries so that the customer is created.

Register a Device and Create a Type

Procedure:

  • Open module: Navigate to the Inventories or Devices section.
  • Create device: Click on Create New and enter the following details:
    • Inventory ID: "I-2025"
    • Manufacturer: "TechPro"
    • Serial number: "S-987654"
    • Customer assignment: Select "Muster GmbH (K-1001)"
  • Add type: Under "Type", create a new entry if necessary, e.g., Digital Multimeter.
  • Save: The device is registered and assigned to the customer.

Create a Category and Define a Required Field

Procedure:

  • Create category: Go to the category management and create the category "Laboratory Devices" via New Category.
  • Set required field: In the category settings, assign the existing field "SGLNR" (displayed as "Inspection Seal Number" in the interface) as a required field.
  • Assign device: Open the detail view of device "I-2025", select the category "Laboratory Devices", and enter a value in the required field, e.g., "PS-2025-ABC".
  • Save: Confirm the changes.

Document a Calibration

Procedure:

  • Open calibration section: Navigate to the Calibrations module or the corresponding tab in the device detail view.
  • Create calibration: Click on Create Calibration.
  • Enter data: Record:
    • Date: 15.03.2025
    • Inspector: "Johanna Mess"
    • Optional: Additional details such as test results or document attachments.
  • Save: The calibration is assigned to device "I-2025".

Record a Repair (Battery Replacement)

Procedure:

  • Open repair section: In the device detail view, navigate to the Repairs or Maintenance section.
  • Create repair entry: Click on Create Repair.
  • Enter data: Record:
    • Date: 20.03.2025
    • Action: "Battery Replacement"
    • Optional: Additional details, e.g., battery type or costs.
  • Save: The repair is documented.

Note

To make the most of calServer after this practical example, proceed to the next section (Basic Setup) to configure some basic administrative settings. This ensures that all necessary structures and processes are in place.