How to Add Documents to an Instrument

Fabrice Roberts
9 steps

ProCal-Track Instrument Tracking & Laboratory Management System

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 instruments 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.

Click 'Edit Instrument'

This will open the 'Instrument Information' window, click 'Add Scan to Instrument'.

The document you wish to link will need to be placed in the "C:\\ScanTemp" folder for ProCal-Track to find it. A prompt will appear asking you to re-name the file (if required), and then informing the user where the document will be copied to.

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

Once all documents have been linked to the instrument click 'Save and Close'.

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

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.