Authorized Persons and Authorized Gages
GAGEtrak's Authorization feature allows you to assign a gage or restrict its issue to specific staff members. You can use this feature even if you don't use the issue/return feature.
The Authorization feature can also be used in conjunction with email events, i.e., notification of authorized persons when a calibration is due, when the gage is issued or returned, or when the gage is found out of tolerance. This will be covered in a future tech tip.
Here are a few common examples of how the Authorization feature could be used:
- Allow only qualified people to be issued a particular gage (using issue/return)
- Employee-owned gage: notify the employee that his/her gage is due for calibration or restrict issue of that gage to that employee
- Notify a supervisor of gages being due for calibration in his/her department (no issue/return)
To set global policy, enable the Authorization feature. Navigate to the
Setup -> Settings -> Security tab and check the
Restrict Issue to Authorized Users checkbox.
To assign an authorized person to a gage, navigate to
Gages, use the Quick Filter to find the appropriate gage record and then go to the
Auth. Persons and Events tab. If the
Restrict Issue field is left blank or if Program Default is selected, GAGEtrak will defer to the status of the
Restrict Issue to Authorized Users checkbox in
Settings. In the
Authorized Persons pane, make a selection from the
Name drop-down list. As a selection is made, another row appears, allowing you to add another authorized person.
To assign a gage or gages to a particular staff member, navigate to the
Staff -> Authorized Gages tab. You can use the Quick Filter to locate the appropriate staff record and then select the appropriate
Gage ID from the drop-down list. This is a list of all the gages that the staff member is authorized to use.
To run a report of authorized users, navigate to
Reports -> Report Viewer. Either click the Caliper icon (upper left corner of the program window) and then navigate to
Open -> Reports or click the
Home tab ->
Open Select; the
Report Selector window appears. In the
All Reports tab, select the
Gage Authorized User report. You can run the report for all staff members or filter by a specific Employee ID or Gage ID.
Using the Authorized Gages and Authorized Persons features in GAGEtrak will help focus your Automatic Email notifications regarding specific gages under your surveillance, assuring the correct individuals or department heads are notified when their gages come due. When used in conjunction with the Issue/Return capabilities in GAGEtrak, this feature can also restrict the issue of certain gages to only properly trained personnel, for example, or perhaps ensure employee-owned gages are issued only to their owners, etc.
We encourage you to explore the GAGEtrak Support Portal and as always, keep an eye out for future Tech Tips.