Quick Tip: Adding and Linking a New Procedure

Procedures are used during the calibration process and outline the steps required to calibrate a tool. In GAGEtrak, procedures can be entered directly as text or uploaded as a reference document. Below are the basic steps to add and link a procedure.

To add a procedure:

  1. Open GAGEtrak and click the Configuration menu in the bottom-left corner.

  2. From the left-hand menu, select Procedures to view existing procedures.

  3. Click the + icon at the bottom of the screen to create a new procedure.

  4. In the Create Procedure window, enter the procedure name, author, revision number, and revision date.

  5. Add the procedure content using one of the following options:

    • Paste the procedure text into the large text box on the right and format it as needed.

    • Or select the Procedure Attachments tab, click the + icon, and upload a document. The file can be embedded in the database, linked from a local location, or linked via a URL.

To link the procedure to a gage:

  1. After adding the procedure text or attachment, select the Gage Link tab.

  2. Click the + icon to create a new link.

  3. Search for and select the tool or tools you want to associate with the procedure.

  4. Click OK to save the link.

Awesome! Thank you!

Kind Regards,

Kelly Boddie

Calibration Tech II

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