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Procedure Templates

Procedure templates enable the management and versioning of calibration instructions. They ensure that calibration processes are carried out uniformly and in a version-safe manner.

Procedure Templates

Columns

No. Column Description
Name Designation of the procedure to which the template belongs (e.g., device model or functional area).
File Name File name of the procedure template, usually stored as a ZIP archive.
File Type File format of the template (typically ZIP).
Major Version Major version number -- indicates larger functional changes.
Minor Version Minor version -- incremented for smaller adjustments or bug fixes.
Released Indicates whether the version is officially released or still in draft stage.
Actions Action menu for editing, releasing, duplicating, or deleting the template.

Typical Workflows

  • Upload New Templates: New ZIP files containing calibration instructions (e.g., MET/CAL) are uploaded via a separate form.
  • Version Control: Through the combination of Major and Minor Version, every change to a template can be traced.
  • Release Management: Templates are only used in production after explicit release. This prevents accidental use of unreviewed files.
  • Association with Procedures: The name indicates which device category or function the template is assigned to.

Technical Notes

  • An increase of the Major Version is intended for structural or logical changes; the Minor Version for corrections or documentation adjustments.
  • Only templates with status Released should be used in daily operations.
  • The action menu allows templates to be released, edited, compared, or rolled back.
  • The list provides filtering and sorting options to maintain an overview when many versions exist.