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Handbooks: CheckStation

Prepare and independently approve an instrument

Retain actual qualification for the exact method, unit, range and validity.

Review edition · 25 October 2026 · For Author, Reviewer, Supervisor, Operator, Viewer

On this page

A reviewed instrument reference records suitability for an exact approved method, range and unit, backed by actual qualification evidence. It is different from entering an instrument code on a reading.

Prepare the reference

An Author opens Instruments and chooses Prepare instrument reference. Supply the exact code and revision, unit, decimal scale, lower and upper range, approved methods, validity and evidence reference. Choose Actual qualification evidence and prepare it through the offered inspection path.

Check the prepared preview and source before handing it over. The preparation has a displayed expiry. A preparation is not yet available for measurements. Unsupported or unsafe files and unavailable inspection services must be resolved rather than bypassed.

Approve independently

A Reviewer different from the preparer opens Awaiting independent review and uses Read uploaded qualification evidence. Confirm the actual method references, exact unit, range, validity and source. A typed serial number or expiry date alone is not qualification.

Enter Reviewer decision and reason and use Approve instrument reference after the required authentication. The server checks that the preparation is current and the actor is independent. Holding Author and Reviewer roles does not allow the preparer to approve their own preparation.

Inspect the retained reference and its reviewed status after approval. Keep its revision and evidence identity available when arranging station work.

Use the actual instrument

For a check requiring an instrument, the Operator or Supervisor selects the reviewed reference actually used. Its exact method, unit, range and current qualification are checked. A wrong or expired instrument cannot be made acceptable by choosing a similar name.

If the reading is outside the instrument's approved range, stop and obtain the appropriate method and instrument. Do not change units or round to evade the check.

Revoke and review affected work

A Reviewer or Supervisor can use Revoke instrument reference with a reason. Revocation prevents further use and retains the reference and affected inspection history for review. Affected units can need holds and a fresh full inspection; merely clearing a warning does not make invalid earlier evidence releasable.

Read failures and release and full retests. A downloadable qualification file remains evidence of the reviewed source, not a claim that this handbook or the software calibrated your physical instrument.