®

7
The World’s #1 Calibration Management Software Solution

User Guide

®
 User Guide
Calibration Management Software Version 7

CyberMetrics Corporation
1523 West Whispering Wind Drive, Suite 100
Phoenix, Arizona 85085
USA

Toll-free: 1-800-776-3090 (USA)

Phone: 480-295-3465
Fax: 480-922-7400

www.cybermetrics.com

Entire Contents Copyright 1988-2016, CyberMetrics Corporation All Rights Reserved Worldwide. GT7.0.4-06172016
U.S. GOVERNMENT RESTRICTED RIGHTS
This software and documentation are provided with RESTRICTED RIGHTS. Use, duplication, or disclosure by the Government
is subject to restrictions as set forth in subdivision (b)(3)(ii) of The Rights in Technical Data and Computer Software clause at
252.227-7013. Contractor/manufacturer is CyberMetrics Corporation.

QUESTIONS
Should you have any questions concerning this agreement, or if you wish to contact CyberMetrics Corporation for any reason,
please contact us at:

CyberMetrics Corporation
1523 W. Whispering Wind Dr., Suite 100
Phoenix, Arizona 85085 USA
Toll-free: 1-800-777-7020 (USA) Direct: (480) 922-7300 Fax: (480) 922-7400
www.cybermetrics.com

TECHNICAL SUPPORT
Technical support is available during normal business hours, Mountain Standard Time:
1-800-777-7020 ext. 363
[email protected]
www.cybermetrics.com

Note: technical support cannot be provided unless the user has a current maintenance agreement.

TRADEMARK ACKNOWLEDGMENTS
All CyberMetrics Corporation products are trademarks or registered trademarks of CyberMetrics Corporation.
All other brand and product names are trademarks or registered trademarks of their respective holders.

SINGLE USER SOFTWARE LICENSE AGREEMENT

This is a legal agreement between you, the end user and CyberMetrics Corporation (“CyberMetrics”). BY USING THIS
SOFTWARE, YOU ARE AGREEING TO BE BOUND BY THE TERMS OF THIS AGREEMENT. IF YOU DO NOT AGREE TO THE
TERMS OF THE AGREEMENT, PROMPTLY RETURN THE SOFTWARE AND THE ACCOMPANYING ITEMS (including written
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SOFTWARE LICENSE

1. GRANT OF LICENSE. CyberMetrics grants to you the right to use one copy of the enclosed software program (the
“SOFTWARE”) on a single computer. If you wish to put the SOFTWARE on a network server, you must purchase the same
number of copies as computers attached to the network that use the SOFTWARE.

2. COPYRIGHT. The SOFTWARE is owned by CyberMetrics or its suppliers and is protected by United States copyright laws
and international treaty provisions. Therefore, you must treat the SOFTWARE like any other copyrighted material (e.g., a book
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transfer the software to hard disks provided that only one copy of the SOFTWARE is used at any time. You MAY NOT COPY the
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3. OTHER RESTRICTIONS. You may not rent or lease the SOFTWARE, but you may transfer the SOFTWARE and accompanying
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LIMITED WARRANTY. CyberMetrics warrants that you may return the SOFTWARE and all accompanying written materials, for
any reason, for a full refund, for a period of 30 days from the date of receipt.

CUSTOMER REMEDIES. CyberMetrics’ entire liability and your exclusive remedy shall be, at CyberMetrics’ option, either (a) return
of the price paid or (b) repair or replacement of the SOFTWARE that does not meet CyberMetrics Limited Warranty and which
is returned to CyberMetrics with a copy of your invoice or receipt. This Limited Warranty is void if failure of the SOFTWARE
has resulted from accident, abuse or misapplication. Any replacement SOFTWARE will be warranted for the remainder of the
original warranty period or 30 days, whichever is longer.

NO OTHER WARRANTIES. CyberMetrics DISCLAIMS ALL OTHER WARRANTIES, EITHER EXPRESSED OR IMPLIED, INCLUDING
BUT NOT LIMITED TO IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE, WITH
RESPECT TO THE SOFTWARE, THE ACCOMPANYING WRITTEN MATERIALS and ANY ACCOMPANYING HARDWARE. THIS
LIMITED WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS; YOU MAY HAVE OTHERS WHICH VARY FROM STATE TO STATE.

NO LIABILITY FROM CONSEQUENTIAL DAMAGES. In no event shall CyberMetrics, its distributors, its representatives or its
suppliers be liable for any damages whatsoever (including, without limitation, damages for the loss of business profits, business
interruption, loss of business information or other pecuniary loss) arising out of the use or inability to use this CyberMetrics
product, even if CyberMetrics has been advised of the possibility of such damages. Because some states do not allow the
exclusion or limitation of liability for consequential or incidental damages, the above limitation may not apply to you.
Table of Contents
User Guide Chapter One: Running GAGEtrak 15
Launching GAGEtrak............................................................................................................ 15
First-time Login................................................................................................................... 15
Changing Your Password....................................................................................................... 16
Serial Number..................................................................................................................... 17

User Guide Chapter Two: Program Conventions 18

Dashboard and Navigation Menu........................................................................................... 19
Dashboard – Calibrations Due Tab......................................................................................................... 19
Dashboard – Additional Schedules Due Tab.......................................................................................... 19
Navigation Menu................................................................................................................................... 20
Master Tabs........................................................................................................................ 21
Search Box Navigation Tool and Text Filters............................................................................ 22
Help Menu.......................................................................................................................... 23
Change Database Menu........................................................................................................ 23
Profile Settings Menu........................................................................................................... 25
Ribbon .............................................................................................................................. 26
Pop-Up Calendar for Date Fields............................................................................................ 28
Record Navigation Bar.......................................................................................................... 28
Tabs................................................................................................................................... 29
Minimize/Maximize/Restore/Close Buttons.............................................................................. 29
Drop-down Lists.................................................................................................................. 29
Form View of Records........................................................................................................... 30
Elements of a Record in Form View....................................................................................................... 31
Datasheet View of Records.................................................................................................... 32
Elements of a Record in Datasheet View................................................................................................ 33
Record Expand/Contract Symbol Field......................................................................................... 34
 Column Header........................................................................................................................... 34
Changing the Row Height............................................................................................................ 34
Changing the Column Width........................................................................................................ 35
Saving Changes in Datasheet View.............................................................................................. 35
Filters................................................................................................................................. 35
Quick Filter........................................................................................................................................... 35
Quick Filter Example................................................................................................................... 35
Advanced Filter..................................................................................................................................... 37
Advanced Filter Example............................................................................................................. 37
Supported Wildcard Characters in Search Fields................................................................................... 40
Field Filter............................................................................................................................................. 40
Removing Filters................................................................................................................................... 42
Adding New Records............................................................................................................ 42
Deleting Records................................................................................................................. 43
Undo Changes to Fields and Records..................................................................................... 43
Saving Records.................................................................................................................... 43
Editing and Shortcut Keys..................................................................................................... 44
Keyboard Shortcuts – General............................................................................................................... 44
Field Editing and Selection Keys............................................................................................................ 44
Datasheet (Table) Keyboard Shortcuts................................................................................................... 45

User Guide Chapter Three: Gage Records 46

Gages – Information Tab....................................................................................................... 46
Gages – Buttons.................................................................................................................. 48
Issue/Return Button.............................................................................................................................. 48
Pop-Up Issue Information........................................................................................................... 51
Issue History Button............................................................................................................................. 51
Clone Gage Button................................................................................................................................ 52
Graph Button........................................................................................................................................ 53
Calibration Button................................................................................................................................. 53
Gages – Schedule Tab.......................................................................................................... 54
Gages – Test Points Tab........................................................................................................ 57
Attribute Gages..................................................................................................................................... 59
Reference Standards............................................................................................................................. 60
Attach Test Points Button...................................................................................................................... 60
Prefill Button......................................................................................................................................... 61
Gages – History Tab............................................................................................................. 62
Gages – Procedures Tab....................................................................................................... 63
Procedure Text Sub-tab........................................................................................................................ 64
Procedure Image Sub-tab..................................................................................................................... 65
Procedure Attachment Sub-tab............................................................................................................. 66
Adding Procedures..................................................................................................................... 66
Gages – Parts Tab................................................................................................................ 67
Gages – User Defined and Attachments Tab ........................................................................... 68
 Gages – Authorized Persons and Events Tab............................................................................ 69
Gages – Additional Schedules Tab......................................................................................... 70
Attach Schedule Button........................................................................................................................ 72

User Guide Chapter Four: Part Records 73

User Guide Chapter Five: Procedure Records 75

Procedures – Procedure Text Tab........................................................................................... 75
Cloning Procedures.............................................................................................................. 77
Copying Procedures from another Windows Application............................................................ 77
CalPro Calibration Procedures............................................................................................... 77
Procedures – Procedure Image Tab........................................................................................ 78
Procedures – Attachments Tab.............................................................................................. 79
Procedures – Gage List Tab................................................................................................... 80

User Guide Chapter Six: Service Requests 81

User Guide Chapter Seven: Supplier Records 83

User Guide Chapter Eight: Calibration Utilities 85

Calibration Status................................................................................................................ 85
Gage Frequency Adjusting Interval ........................................................................................ 86
Method A3 Formulas............................................................................................................................ 88
Extrapolation Formulas.......................................................................................................................... 88
Additional Schedules............................................................................................................ 89
Test Point Group.................................................................................................................. 90
Test Point Group – Test Point Group Tab................................................................................................ 90
Test Point Group – Gage List Tab .......................................................................................................... 91
Calibration Calendar............................................................................................................. 92
Formulas............................................................................................................................. 93

User Guide Chapter Nine: Crib Management 94

Gage Issue and Return (Batch Mode)..................................................................................... 94
Issue Gages.......................................................................................................................................... 95
Return Gages........................................................................................................................................ 96
Gage Kitting........................................................................................................................ 97
Gage Kitting – Information Tab.............................................................................................................. 97
Issuing a Kit................................................................................................................................ 98
Returning a Kit............................................................................................................................ 99
 Gage Kitting – Required Gage Types Tab............................................................................................. 100
Gage Kitting – Required Gages Tab..................................................................................................... 101
Scenarios.................................................................................................................................. 101
Gage Kitting – History Tab................................................................................................................... 102

User Guide Chapter Ten: Calibration Records 103

Calibrations – Calibration Tab.............................................................................................. 103
Calibration Timer Button..................................................................................................................... 105
Select Uncertainty Method / Budget.................................................................................................... 106
Select Label Design............................................................................................................................ 106
Calibrations – Measurements Tab ....................................................................................... 107
Calibration Formula Listing.................................................................................................................. 109
Calibrations – Procedures Tab............................................................................................. 109
Calibrations – Signature and Scans Tab.................................................................................110
Calibration Scans.................................................................................................................................111
Calibrations – User Defined and Attachments Tab...................................................................112

User Guide Chapter Eleven: MSA Suite 113

Overview............................................................................................................................113
About the Manual, Software and Technical Support................................................................113
Validating the Software........................................................................................................114
Terms and Definitions..........................................................................................................114
Bias.....................................................................................................................................................114
Linearity...............................................................................................................................................115
Precision and Accuracy........................................................................................................................115
Repeatability (Equipment Variation)......................................................................................................115
Reproducibility (Appraiser Variation).....................................................................................................116
Appraiser × Part Interaction.................................................................................................................116
Stability................................................................................................................................................116
Consistency.........................................................................................................................................116
Variation Components..........................................................................................................................117
Illustration of Gage Errors.....................................................................................................................117
MSA Menu.........................................................................................................................118
Gage R&R..........................................................................................................................118
Study Types........................................................................................................................................ 118
Analysis of Variance (ANOVA).................................................................................................... 118
Nested ANOVA Option.............................................................................................................. 118
Gage R&R Method (Long-AIAG)................................................................................................ 118
Range Method (Short-AIAG)...................................................................................................... 119
Information Tab................................................................................................................................... 119
GRR Study Screens............................................................................................................................ 120
Interpreting GRR%.............................................................................................................................. 122
Interpreting Number of Distinct Categories........................................................................................... 122
Printing the Study...................................................................................................................... 123
 Generating Charts............................................................................................................................... 124
Printing or Sending Charts......................................................................................................... 124
Range Chart by Appraiser/Part (and by Part/Appraiser)........................................................................ 125
Range Chart Interpretation........................................................................................................ 125
Error Chart.......................................................................................................................................... 125
Run Chart and Average Chart.............................................................................................................. 126
Run Chart by Part..................................................................................................................... 126
Average Chart by Part............................................................................................................... 127
Normalized Individuals Chart (by Part/Appraiser and by Appraiser/Part)............................................... 127
Whiskers Chart................................................................................................................................... 128
X–Y Plot of Averages by Size................................................................................................................ 128
Comparison X–Y Plots......................................................................................................................... 129
Scatter Plot......................................................................................................................................... 129
Repeatability Range Control Chart....................................................................................................... 130
Repeatability Range Chart Interpretation.................................................................................... 130
Part Appraiser Average Control Chart.................................................................................................. 130
Residual Plot by Size .......................................................................................................................... 131
Gage R&R Formulas........................................................................................................................... 131
Range (Short Form) Method...................................................................................................... 131
AIAG Gage R&R Method (Long Form)........................................................................................ 132
ANOVA Formulas................................................................................................................................ 134
Sample ANOVA Study......................................................................................................................... 136
Readings................................................................................................................................... 136
Legend..................................................................................................................................... 137
Study Values............................................................................................................................. 138
Correction Factor for ANOVA..................................................................................................... 138
Appraiser Sum Square.............................................................................................................. 138
Appraiser Mean Square............................................................................................................. 138
Parts Sum Square..................................................................................................................... 139
Parts Mean Square................................................................................................................... 139
App. x Parts Sum Square.......................................................................................................... 139
App. x Parts Mean Square........................................................................................................ 139
Gage Error Sum Square............................................................................................................. 139
Gage Error Mean Square........................................................................................................... 139
ANOVA Table............................................................................................................................ 140
Components of Variance........................................................................................................... 140
Linearity, Bias and Uncertainty............................................................................................ 142
Linearity & Bias Study......................................................................................................................... 142
Bias Only Study.................................................................................................................................. 142
Linearity ............................................................................................................................................. 143
Trials Tab............................................................................................................................................ 144
Linearity Analysis Fields............................................................................................................. 145
Printing the Linearity Study........................................................................................................ 146
Viewing, Printing, and Sending Charts....................................................................................... 146
Linearity Chart.......................................................................................................................... 146
Histogram................................................................................................................................. 146
Linearity Study Interpretation............................................................................................................... 147
Bias Tab........................................................................................................................... 148
Histogram................................................................................................................................. 149
Interpretation of Bias Tab........................................................................................................... 149
Uncertainty Tab................................................................................................................. 149
Uncertainty of Calibration (Type A)...................................................................................................... 150
Uncertainty of Measurement (Type A)................................................................................................. 150
General Uncertainty Contributors (Type B).......................................................................................... 150
Uncertainty Setup Sub-tab.................................................................................................................. 151
Uncertainty Budget Sub-tab................................................................................................................ 153
Background on Probability Distributions.............................................................................................. 154
Normal Distribution................................................................................................................... 154
Rectangular Distribution............................................................................................................ 154
Triangular Distribution............................................................................................................... 154
U-Shaped Distribution............................................................................................................... 154
Background on Uncertainty Contributors............................................................................................. 155
Uncertainty of Calibration (Type A)............................................................................................ 155
Uncertainty of Measurement (Type A)....................................................................................... 155
General Uncertainty Contributors (Type B)................................................................................. 156
More Information on Uncertainty............................................................................................... 156
Linearity Formulas............................................................................................................................... 156
Bias Formulas..................................................................................................................................... 158
Uncertainty Formulas.......................................................................................................................... 159
Stability (and Bias)............................................................................................................. 160
Information Tab................................................................................................................................... 160
Data Tab............................................................................................................................................. 163
Printing the Stability Study......................................................................................................... 164
Viewing Stability Control Charts.................................................................................................. 164
Printing or Sending Charts......................................................................................................... 164
X bar & R Charts (Gage R&R Charts) ........................................................................................ 165
X bar & s Charts (Average and Standard Deviation Charts)......................................................... 165
X & MR Charts (Individual and Moving Range Charts)................................................................ 165
Histogram................................................................................................................................. 166
Control Chart Formulas....................................................................................................................... 166
Attribute Risk Analysis........................................................................................................ 169
Information Tab................................................................................................................................... 170
Input Tab............................................................................................................................................ 171
Crosstabs Tab..................................................................................................................................... 172
Appraiser vs. Appraiser............................................................................................................. 172
Appraiser vs. Ref. Value............................................................................................................. 172
Effectiveness Tab................................................................................................................................ 173
Miss Rate Analysis Tab.........................................................................................................................174
Miss Rate per Trial.....................................................................................................................174
Miss Rate Per Part.................................................................................................................... 175
Study Effectiveness Summary................................................................................................... 175
Signal Detection Tab........................................................................................................................... 176
Crosstabulation Formulas.......................................................................................................... 177
Attribute Analytic............................................................................................................... 177
 Information Tab................................................................................................................................... 178
Lower Specification Tab...................................................................................................................... 179
Upper Specification Tab...................................................................................................................... 180
Gage Performance Curve.......................................................................................................... 181
Performance Curve Probability Plots.......................................................................................... 181
Attribute Analytic Formulas........................................................................................................ 182
Adjustment for Discrete Data..................................................................................................... 182
Table of Counts, Probabilities and Normal scores....................................................................... 182
MSA v2 studies................................................................................................................. 183
Other Techniques/References.............................................................................................. 183

User Guide Chapter Twelve: Reports 185

Report Viewer.................................................................................................................... 185
Application Icon.................................................................................................................................. 185
The Ribbon ........................................................................................................................................ 190
Open Reports..................................................................................................................................... 192
Report Filters...................................................................................................................................... 193
Quick Filter............................................................................................................................... 193
Advanced Filter......................................................................................................................... 194
Viewing Reports.................................................................................................................................. 195
Report Descriptions............................................................................................................................ 196
Previewing or Printing Reports – Error Message................................................................................... 198
Report Designer................................................................................................................. 199
Application Icon.................................................................................................................................. 199
The Ribbon.........................................................................................................................................200
Modify an Existing Report................................................................................................................... 202
Label Viewer..................................................................................................................... 206

User Guide Chapter Thirteen: Calibration Label Kit 207

Installing the Label Printer and Windows Software................................................................. 207
Printing Calibration Labels.................................................................................................. 207
Printing Labels from Calibration Entry..................................................................................................208
Batch Label Printing............................................................................................................................209

User Guide Chapter Fourteen: Gage Calibration and Control 211

Purpose of Calibration.........................................................................................................211
Calibration Terminology.......................................................................................................211
Calibration...........................................................................................................................................211
Purchased Precision Standards........................................................................................................... 212
Purchased Working Standards............................................................................................................ 212
Test Equipment................................................................................................................................... 212
Test Materials...................................................................................................................................... 212
Gages (or Gauges).............................................................................................................................. 212
 Inventory and Classification................................................................................................................. 212
Calibration Schedules.......................................................................................................................... 213
Calibration Practice............................................................................................................................. 213
References.........................................................................................................................214
Resources for Books, Publications, and Reference Materials....................................................214

Admin Guide Chapter One: Installation 215

System Requirements..........................................................................................................215
Recommended Hardware & OS Requirements.................................................................................... 215
Network Requirements (Optional)........................................................................................................ 215
Client/Server Database Requirements (Optional).................................................................................. 216
Installation.........................................................................................................................216
Files .................................................................................................................................................. 216
Installation Options.................................................................................................................... 216
After You Install GAGEtrak.................................................................................................. 221
If Installation Fails............................................................................................................. 221
Removing GAGEtrak from Your PC Workstation...................................................................... 222
Removing the Core Application............................................................................................................ 222
GAGEtrak 7.0 Directory.............................................................................................................. 222
GAGEtrak 7.0 Program Group.................................................................................................... 222
Third-party Feature Removal............................................................................................................... 223
Demo Versions and Software Updates................................................................................................. 223

Admin Guide Chapter Two: Data Utility 224

New Starter Database......................................................................................................... 225
New Sample Database........................................................................................................ 226
Upgrade Database............................................................................................................. 227
Update / Add Reports......................................................................................................... 228

Admin Guide Chapter Three: Setting Up GAGEtrak 229

Settings............................................................................................................................ 229
Settings – User Info Tab...................................................................................................................... 229
Settings – General Tab........................................................................................................................ 230
Settings – Cal. Options Tab.................................................................................................................. 232
Settings – Calendar Tab...................................................................................................................... 234
Date Formats............................................................................................................................ 235
Settings – Security Tab ....................................................................................................... 235
Settings – Automatic Numbering Tab................................................................................................... 237
Settings – Interface Tab....................................................................................................................... 238
Custom Labels Sub-tab............................................................................................................. 238
Gage Custom Sub-tab .............................................................................................................. 239
Calibration Custom Sub-tab ...................................................................................................... 240
Form Captions Sub-tab ............................................................................................................ 240
 Form Tabs Sub-tab................................................................................................................... 240
Main Menu Sub-tab...................................................................................................................241
Menu Bar Sub-tab.................................................................................................................... 242
Messages Sub-tab.................................................................................................................... 242
Setup – Security................................................................................................................ 243
Security – Users Tab........................................................................................................................... 243
Security – Groups Tab......................................................................................................................... 244
Security – Group Permissions Tab....................................................................................................... 245
Security – Object Permissions Tab....................................................................................................... 246
Security – Status Tab.......................................................................................................................... 246
Setup – Setup CA/Service Request...................................................................................... 247
Setup – Gage Events.......................................................................................................... 248
Setup – Auto Email Header................................................................................................. 249
Setup – Drop-down List Management................................................................................... 250
Setup – Status IDs..............................................................................................................251
Setup – Report Control IDs ................................................................................................ 252
Setup – Report Designer..................................................................................................... 252
Setup – Label Designer...................................................................................................... 252

Admin Guide Chapter Four: Staff Records 254

Staff – Information Tab....................................................................................................... 254
Staff – Training Tab............................................................................................................ 256
Training History................................................................................................................................... 256
Staff – Photo Tab............................................................................................................... 257
Staff – Authorized Gages Tab.............................................................................................. 257
Staff – Issued Gages Tab.................................................................................................... 258

Admin Guide Chapter Five: Database Utilities 259

Archive/Un-archive............................................................................................................. 259
Audit Log.......................................................................................................................... 261
Backup/Restore................................................................................................................. 262
Backup/Restore – Manual Tab............................................................................................................ 262
Manual Backup......................................................................................................................... 262
Manual Restore......................................................................................................................... 263
Backup/Restore – Automatic Tab........................................................................................................264
Automatic Backup.....................................................................................................................264
Automatic Restore.....................................................................................................................264
Backup/Restore – Create Calendar Event Tab...................................................................................... 265
Reset Messages................................................................................................................. 266
Calculate All Due Dates...................................................................................................... 267
Fill Accuracy History and Fill Projected Schedule.................................................................. 267
Remove Spaces from Gage IDs............................................................................................ 267
 Reset Gage Issue Status..................................................................................................... 268
Set Format of Standards..................................................................................................... 268
Set Status of Gages........................................................................................................... 269

Admin Guide Chapter Six: System Maintenance 270

Maintaining Your Hard Drive................................................................................................ 270
Maximizing Performance..................................................................................................... 270
User Guide Chapter One
Running GAGEtrak
Once you have installed GAGEtrak, it’s time to launch it.

Launching GAGEtrak
To launch GAGEtrak, double-click on the GAGEtrak shortcut icon that was placed on your desktop during installation or click the
Windows Start button and navigate to All Programs -> GAGEtrak 7.0 program group -> GAGEtrak 7.0.

First-time Login
GAGEtrak requires users to log in if you have installed the Standard Edition and activated security through Settings -> Security
or if you have installed the FDA Edition. The Login window shown below will appear:

Enter your User ID and Password and click OK. The default login for the FDA Edition is Default/1234.

15 User Guide Chapter One Running GAGEtrak GAGEtrak 7 User Guide

 Changing Your Password
When you want to change your password, click the Change Password checkbox:

Enter your User ID. GAGEtrak will require you to enter your old password and then enter and confirm your new password. Click
OK. You will receive a message that your password has been successfully entered and you’ll be logged into GAGEtrak.

GAGEtrak 7 User Guide User Guide Chapter One Running GAGEtrak 16

Serial Number
If the serial number was not entered during the installation process, click the application icon , go to Help -> About.

In this window, you can enter or edit your serial number which is located within your product packaging. If you can’t find your
serial number, contact Technical Support at 1-800-777-7020 or [email protected].

17 User Guide Chapter One Running GAGEtrak GAGEtrak 7 User Guide

User Guide Chapter Two
Program Conventions
To save time and ensure consistency, GAGEtrak uses a set of program conventions, which are standard commands and design
elements that make the different windows and forms operate in the same way. You can use these conventions to navigate
through, add, edit and delete records. Other conventions help you retrieve and print records. Shortcut keys help you save data
entry time and avoid mistakes. You should become familiar with these conventions before you begin using GAGEtrak.

Rather than repeating the same information in every section of this manual, we discuss these conventions only in this section.
You’ll find record-specific information, such as each record’s individual purpose, fields and special buttons in the parts of this
manual that discuss specific record types.

GAGEtrak 7 User Guide User Guide Chapter Two Program Conventions 18

Dashboard and Navigation Menu
GAGEtrak 7 offers a dashboard system that organizes and presents information in an easy-to-read format. The new graphing
shows you the Top 5 Gage Status counts in your system and provides a graphical presentation of gages due versus not due.
The Calibrations Due and Additional Schedules Due tabs in the lower half of the dashboard essentially replace the Automatic
Calibration Due Listing from previous versions of GAGEtrak and are available for printing and interactive record navigation. If you
close the Dashboard, it can be reopened from the Navigation menu -> Main Records -> Dashboard.

Dashboard – Calibrations Due Tab

In the lower portion of the Dashboard, the Calibrations Due tab (pictured above) shows a list of all calibrations past due (shown
in red) and due in the near future (shown in black). Click any column header to sort the data by that field. To create a calibration
record directly from this list, click the Select checkbox associated with the gage and click the Create New Calibrations button;
the Calibrations window will open. To set the time frame for your due gages list and whether or not you want to include past due
gages in the list, navigate to the Setup -> Settings -> General tab and enter your preferences in the Dashboard Due List pane.

Dashboard – Additional Schedules Due Tab

The Additional Schedules feature gives you the ability to schedule additional due dates for your gage records such as a
maintenance date or the date on which you would like to send the gage to a calibration provider. Each Additional Schedule is
user-defined, so it can be used for virtually any scheduling need.

19 User Guide Chapter Two Program Conventions GAGEtrak 7 User Guide

 In the lower portion of the Dashboard, click the Additional Schedules Due tab to view the list of gages due. Click any column
header to sort the data by that field. Click the Select checkbox associated with a gage and click the View Gages button to go
directly to that gage record.

Navigation Menu
The new menu system provides hierarchical access to each category in the GAGEtrak 7 Navigation Bar. The Navigation Bar can
stay visible at all times or it can be Undocked (as seen below by clicking the pushpin icon) to access it only when needed,
which opens up more workspace. This menu system gives you the flexibility to quickly navigate to each area of the application
without the need to close out previously opened forms or losing your place while seeking information from other areas.

GAGEtrak 7 User Guide User Guide Chapter Two Program Conventions 20

Master Tabs
A Master Tab feature has been implemented that permits multiple forms to be open simultaneously, permitting access to other
areas of the program without needing to close other open forms.

21 User Guide Chapter Two Program Conventions GAGEtrak 7 User Guide

 Search Box Navigation Tool and Text Filters
The search box navigation tool permits quicker access to specific records in the system without requiring field selection. Simply
type the value you would like to find in the text box at the bottom of the window, and you will be taken to the first occurrence of
that value in your current record set. This does not filter your records like a Quick or Advanced Filter; it is simply a quick way to
find data within the records.

The text filters in the column controls in datasheet view increase search and sorting capabilities. In datasheet view, right-click a
column header and you’ll be presented with various filter options for that column of data. If you select Field Filter, you will be
presented with the filter window shown below.

Please note that if you are using an SQL database, the text filter screen(s) you see may differ from those above.

GAGEtrak 7 User Guide User Guide Chapter Two Program Conventions 22

Help Menu
Click the application icon in the upper left corner of the window and then click Help. The following options are available:

Help Icon Function

Select About if you want to see information about the program, such as technical support contacts, software version
number and database and license and system information.
View GAGEtrak’s Help System (administrator and user guides). Use the Search tab to find a specific term, select a
topic from the Contents tab or browse an alphabetical list of topics in the Index tab.
Click the bottom of the Screen Capture icon and select either Capture to File or Capture to Clipboard. Capturing to
a file allows you to save the screen image to your workstation; capturing to the clipboard copies the screen image
allowing you to paste the image into another document.

Change Database Menu

Click the application icon in the upper left corner of the window and then click Change Database. The following options
are available:

Icon Function
Click the Current Connection icon to view or edit the current database connection information. After filling out the
necessary information, click Save.

23 User Guide Chapter Two Program Conventions GAGEtrak 7 User Guide

 GAGEtrak provides an enhanced data connection tool that allows you to save and edit several connections (to utilize
multiple databases), making it much simpler to connect to another GAGEtrak data source without having to re-enter
the connection information. Click the New Connection icon to create and save a new database connection. After
filling out the necessary information, click Save.

To switch back and forth between multiple saved connections, you would go to Saved Connections to select the
desired database. If you are connecting to a GAGEtrak database that has security enabled, you will need to log in
with your User ID and Password associated with that database.

GAGEtrak 7 User Guide User Guide Chapter Two Program Conventions 24

Profile Settings Menu
Click the application icon in the upper left corner of the window and then click Profile Settings.

Icon Function
Click the Email Settings icon; in the Email Settings window, enter the following information:
Email Method – select protocol for sending email between servers
SMTP Server – insert name of server
From Email – insert your email address
Remote Port – check with your System Administrator for an acceptable port number
Use Authentication – this is the process of identifying an individual, usually based on a User Name and Password
Test Settings to Email – performs validity of information entered in email setup; enter an email address and then click
the Send Test Email button.
Once your settings are complete, click OK to save the settings and close the window.

Click the Auto Cal Due Settings icon; in the ensuing window, configure auto email settings for the calibration due
listing report. When finished, click OK. These settings pertain to the Automatic Calibration Due Listing email event in
Setup -> Auto Email Header.

25 User Guide Chapter Two Program Conventions GAGEtrak 7 User Guide

 Ribbon
In GAGEtrak, you can access common program functions from a toolbar called the Ribbon which appears in all entry screens.
By default, the toolbar is minimized. Right-click in the grey bar toward the top of the GAGEtrak window and deselect Minimize
the Ribbon:

This makes the ribbon visible:

Tool Icon Function

Save record modifications.

Add a new record.

Refresh Dashboard information.

Undo all unsaved changes made to the current record.

Remove or delete a record(s). GAGEtrak asks for a confirmation to make sure you really want to delete the record(s).

Cut your selection when editing field entries and store that text on the clipboard.

Copy your selection when editing field entries and store that text on the clipboard.

Paste text from the clipboard into the active field.

Display your records in Form View (the default presentation of your records). In Form View, you can see all of the
fields for a record, but you can see only one record at a time.
Display your records in Datasheet View (a tabular format). Datasheet View allows you to view many records at a time
(available only in certain record entry screens).
Show or hide selected column(s) of data in datasheet view.

GAGEtrak 7 User Guide User Guide Chapter Two Program Conventions 26

 Freeze selected column(s) in datasheet view to keep the column(s) on screen while scrolling.

Unfreeze selected column(s) that is/are currently frozen.

Place your cursor in the field by which you want to filter records and then click this icon. You can select an existing
value or go into Text Filters to specify criteria, such as “begins with” CAL, contains “micrometer”, etc.
Use the Quick Filter to quickly find records based on a simple search.

Use the Advanced Filter to search for a group of records that match specific criteria. You can save and name the
search criteria for later use; click Open Search to open a saved search.
Click the Show All Records icon to clear any filter and show all records.

Sort all of your records in ascending order (numbers show before letters).

Sort all of your records in descending order (numbers show after letters).

Output Icon Function

Output selected data to an Excel file. This is the best option to select when you wish to export records created from
Datasheet View.
Output selected data to rich text format. If you save a record in .RTF format and then open that record file in a word
processing application, such as Microsoft Word, your data will have the appearance and formatting of the GAGEtrak
datasheet that you exported.
Output selected data to a simple text file. If you output to a text file, all of the data will be present, but the formatting
will be lost.
Print.

This option allows you to send selected data via email in a variety of file types to Microsoft Outlook (or any MAPI
compatible mail program). The output includes sub-forms and sub-reports. The file format and appearances are the
same as those described above for the Output commands.

27 User Guide Chapter Two Program Conventions GAGEtrak 7 User Guide

Pop-Up Calendar for Date Fields
You can enter dates by choosing them from a pop-up calendar instead of manually typing them. Whenever you’re entering
information in a filter or data entry screen, click in a date field to view the calendar icon and then click the
calendar icon or double-click in the date field to open the calendar:

If the date field is blank when the calendar is opened, then the date on the calendar will be the current date. If there is a date in
the field, the calendar will show that date. To select today’s date, click Today. To select another date, click the left or right arrow
buttons to scroll to the desired month and year and then click the day of the month. The selected date will populate the date field.

Record Navigation Bar

Use the navigation buttons (located at the bottom left corner of the form) to move through your records. Each button has an
arrow on it that indicates its navigation direction.

Go to the first record

Go to the previous record
Go to particular record; type in the number of the record. For example, if you have 250 records and you want to go
to the sixteenth record, enter 16 in the Record box and then press ENTER to go to that record.
Go to the next record
Go to the last record
Create a new record

GAGEtrak 7 User Guide User Guide Chapter Two Program Conventions 28

Tabs
Each tab contains an entry screen that stores a specific category of information. In each tab, you can edit or view information
for the current record. The tabs shown here are available in Gages:

Minimize/Maximize/Restore/Close Buttons
Use these buttons, located in the upper right corner of the application window, to maximize the window’s size to the largest size
allowed or to minimize the window to an icon. If you maximize the window, then the Maximize button changes to the Restore
button. Click this button to return the window to its original size.

Minimize, Maximize, Close

Restore, Maximize, Close

Drop-down Lists
Drop-down list buttons indicate that a field has a list of items available from which you can choose. When you click the button,
it presents the list in a scrollable box. Click on any item in the list to select it. There are two types of drop-down lists: self-
building lists and value lists.

A self-building drop-down list allows you to manually enter a new value which is automatically added to the list for future
selection. This type of drop-down list has only one column of data:

29 User Guide Chapter Two Program Conventions GAGEtrak 7 User Guide

A value list contains data that is entered only via the main data entry point. This type of list typically contains two columns of
data. For example, within Gage Entry, the Supplier Code drop-down list is a value list. You cannot enter new data in this field.
Instead, you must navigate to Supplier Entry from the main menu and enter a new supplier record. The new Supplier Code will
now be available in the Supplier Code drop-down list within Gage Entry.

For instructions on how to alter drop-down list contents, please see Dropdown List Management.

Form View of Records

Form View is the default presentation of your data (use the toolbar or the View menu to switch between Form and Datasheet
Views). Form View displays only one record at a time, while Datasheet (table) View displays many records at a time (each row
represents a record and many rows (records) are displayed at once).

Sample Form View of a Gage Record:

GAGEtrak 7 User Guide User Guide Chapter Two Program Conventions 30

Elements of a Record in Form View
All record forms have the following elements:

Form Tab: Located at the top of each form, the form tab shows the form’s name (Gages in the above example).

Record Selector Bar: You can use the record selector bar, a tall rectangular bar located on the left side of the form, to select the
entire record for copying or deletion.

No record changes have been made; record is not selected for copying or deletion:

Record has been selected for copying or deletion:

If a record has been modified, a pencil icon appears on the bar:

Click on the bar to save your changes.

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 Datasheet View of Records
Datasheet View (table view) allows you to see many records at once. Because of this, they can be a more efficient interface for
adding or modifying your records. Datasheet View operates like a spreadsheet program. Each row represents a record and each
column represents a field. In Datasheet View, you can add, change and view records. This format offers more flexibility in that
you can resize column widths and row heights, rearrange column positions and even hide columns.

Since the program automatically presents records in Form View, you must manually switch to Datasheet View by clicking the
toolbar icon .

Sample Datasheet View of Gage Records:

GAGEtrak 7 User Guide User Guide Chapter Two Program Conventions 32

Elements of a Record in Datasheet View
All Datasheet View windows have the following elements:

Form Tab: Located at the top of each form, the form tab shows the form’s name (Gages in the above example).

Record Selector Buttons: Record selector buttons are small rectangular buttons located on the far left side of each row. Use
them to select the entire record (row) for copying or deletion (the row will be highlighted in yellow when selected). You can also
use them to store any changes made to the record; if you change any fields, an icon of a pencil will appear on the button; click
on the button to write your changes to the database.

You can select multiple records by clicking and dragging your mouse pointer over the desired records. To select all records
between two records, first click on the first record, then hold the SHIFT key while you click on the last record. This operation
selects all records between the first and last records.

A selector button that has an asterisk (*) on it indicates that a row is a new record position (it will always be located at the
bottom of the table):

All Records Selection Button: This small square button is located on the upper left portion of the table, just below the control
menu icon. Click it to select all records in the table.

33 User Guide Chapter Two Program Conventions GAGEtrak 7 User Guide

 Record Expand/Contract Symbol Field
The expand/contract icon expands or contracts a record row to show other related tables. Click to expand a record; the
symbol changes to . Click to contract the record.

Column Header
Each column header contains the name of the field that it represents (Gage ID and Description in the example below). When you
click on a column header, you select the entire column, i.e., the Description column shown here:

You can then work with it as a whole. For example, click the column header to select a column that you want to move or hide.
You cannot move the contents of one column to another column.

Changing the Row Height

To adjust the height of all rows in a table, click and drag a row gridline.

GAGEtrak 7 User Guide User Guide Chapter Two Program Conventions 34

 Changing the Column Width
To change the width of a column in a table, click a column gridline and drag it to the desired width.

Saving Changes in Datasheet View

Any changes made to a Datasheet View, such as column widths, displayed/hidden columns, column locations, gridlines
and fonts, will be saved when you close the screen. Datasheet formatting is retained within the program file in the current
application installation; new application installations show the default datasheet layout.

Filters
Filters allow you to select a subset of records that match the criteria you enter. This may not seem useful at first, but you will
appreciate this feature later when you have hundreds or thousands of records from which to select. GAGEtrak’s Quick Filter and
Advanced Filter commands may be used to find a subset (dynaset) of records that match the criteria you enter.

Quick Filter
Use the Quick Filter command when you need to quickly find records based on a simple search. Quick Filter is accessible from
Tools toolbar.

Quick Filter Example

To access gage records that have descriptions exactly equal to Caliper, you would access the Quick Filter from within the Gages
screen, enter Caliper in the Description field of the filter window and then click Find.

35 User Guide Chapter Two Program Conventions GAGEtrak 7 User Guide

If you want to find gage records with descriptions that start with Caliper, such as Caliper 6-inch and Caliper Digital, then enter
Caliper* in the Description field of the Quick Filter. The asterisk (*) is a wildcard character that indicates, in this example, that
you want all gage records that have a description starting with the word Caliper.

Likewise, if you enter *Caliper, it tells the program that you want all gage records with descriptions ending in the word Caliper,
such as 4-inch Caliper. Furthermore, if you enter *Caliper*, it tells the program that you want all gage records with descriptions
containing the word Caliper, such as 4-inch Caliper and Caliper Digital.

You can specify as many filter fields as you need, depending on how selective you want to be. After you enter any filter values,
click the Find button to view the filtered record set. To remove any filter information, click the Clear Filter button.

GAGEtrak 7 User Guide User Guide Chapter Two Program Conventions 36

Advanced Filter
Use the Advanced Filter command when you need to find a particular record or group of records. This command allows you
to set up customized search filters for your records, searching by any or all fields in the form. You can even save search criteria
so that you don’t have to set up the same searches repeatedly. An unlimited number of frequently used searches can be saved
and retrieved. The Advanced Filter is accessible from Tools toolbar.

Advanced Filter Example

To set up a criterion, select values for the Field, Condition and Value fields (make sure you select the […] radio button for the
first criterion) and then click Add to List. The criterion is then shown in the upper portion of the window:

37 User Guide Chapter Two Program Conventions GAGEtrak 7 User Guide

 You can add unlimited criteria by selecting the appropriate join condition of And or Or. You can edit directly in the criteria field,
provided you know the right syntax.

GAGEtrak 7 User Guide User Guide Chapter Two Program Conventions 38

After entering all criteria, click the Find button and your records will be displayed. Notice at the bottom of the window shown
here that the record navigation bar shows that this is record 1 of 4 (Filtered). This means that there are four records that match
the criteria entered in the advanced filter.

To access a saved search, click the Advanced Filter icon and click Open Search. A list of your saved searches will be displayed.
Click the name of the search you want to open and click Select. Your filtered records will be displayed.

39 User Guide Chapter Two Program Conventions GAGEtrak 7 User Guide

 Supported Wildcard Characters in Search Fields
The asterisk (*), question mark (?), number sign (#), exclamation point (!), hyphen (-) and brackets ([ ]) are all wildcard
characters. You can use them in the Quick and Advanced filters to include all records that begin with specific characters or
match a certain pattern.

Character If You Enter GAGEtrak Finds

* wh* what, white, and why; works like MS-DOS commands
* *at cat, bat, and what
? b?ll ball, bell, and bill; ? matches any single character
# 1#3 103, 113, 123; matches any single digit (not for use with date fields – use asterisk (*) instead)
[] b[ae]ll ball and bell, but not bill; matches any single character within the brackets
! b[!ae]ll bill and bull, but not bell; matches any character not in the list between the brackets
- b[a-c]d bad, bbd, and bcd; matches any one of a range of characters

Tip: Because GAGEtrak allows a literal search on these characters, to find Machine #1, for instance, you would enter Machine [#]1.

Field Filter
While you’re in Form View or Datasheet View, you can place your cursor in the field by which you want to filter records and then
click the Field Filter icon to search through your records for specific information.

For example, you could search the database for gages located in a certain department or for gages you purchased last year.
You can search for any text string, including a phrase, a word or part of a word, dates within certain time periods and much
more.

The Field Filter allows you to filter your records by any field in the software, whereas the Quick Filter provides a limited number
of pre-defined fields. The Field Filter also allows for more detailed searches similar to the Advanced Filter, but is less complex.

To find data:

1. Display the table or form for the records you want to search.
2. Place your cursor in the field (or column) in which you want to search.

GAGEtrak 7 User Guide User Guide Chapter Two Program Conventions 40

 3. Click the Field Filter icon in the Ribbon. In the example below, the Field Filter icon is clicked while in the Description
field of Gages. Every gage Description is listed; click the Select All checkbox to either select or deselect all descriptions
or select a particular description (by checking the checkbox) to view all records that contain that value. You can also
select more than one value at a time.

For a more detailed filter, deselect all values and then click Text Filters; the following options appear:

You can, for example, search for all gage records that have a Description that contains the word Micrometer. In this
instance, you would click Contains; the following window opens. Enter the value you want to find and click OK.

4. GAGEtrak displays the filtered gage records.

41 User Guide Chapter Two Program Conventions GAGEtrak 7 User Guide

 You can also use this filter to find records based on a specific date or date range. For example, place your cursor in the
Purchase Date field and click the Field Filter icon. Several options for date filtering are available:

Removing Filters
After using the Quick, Advanced or Field Filters, click the Show All Records icon to undo the filter and view all of your records.

Adding New Records

To add new records in Form View, do one of the following:

1. Click the New Record icon in the toolbar .

2. Click the New Record navigation button .
3. Use the keyboard shortcut, CTRL +.

Enter the information into the record and then repeat any of the above steps to add another new record.

GAGEtrak 7 User Guide User Guide Chapter Two Program Conventions 42

To add new records in Datasheet View, do one of the following:

1. Click the New Record icon in the toolbar .

2. Click the New Record navigation button .
3. Use the keyboard shortcut, CTRL +.
4. Scroll to the bottom (empty) row.

Each of the above options takes you to the bottom of the datasheet and activates the last row, which is always present for the
addition of a new record. This blank row is marked with an asterisk:

Enter the information into the record; repeat these steps to add another new record.

Deleting Records
In Form View, go to the record you want to delete and click the Delete icon . GAGEtrak will ask you to confirm the deletion.

In Datasheet View, you can delete multiple records at once. Use the record selector buttons to select all the records that you
want to delete and then click the Delete icon . GAGEtrak will ask you to confirm the deletion of each record.

Undo Changes to Fields and Records

If you want to undo changes to a field (and you haven’t left the field), either press the ESC key, click the Undo icon in the
toolbar or use the Ctrl + Z keyboard shortcut.

If you change more than one field on a record and want to remove all unsaved changes, click the Undo icon in the toolbar.
This will undo all changes made to the entire record.

Saving Records
GAGEtrak automatically saves records whenever you go to a different record or close the window, but you can manually save
records by clicking the record selector bar (or selector button in Datasheet View). You can also click the Save icon in the
Output toolbar to save your records.

43 User Guide Chapter Two Program Conventions GAGEtrak 7 User Guide

Editing and Shortcut Keys
You can use these keyboard shortcuts to save time when you’re entering records.

Note: Where indicated by CTRL, press the CTRL key while pressing the other key.

Keyboard Shortcuts – General

Key(s) Function
PAGE DOWN Go to next record in Form view (next page of records in Table view)
PAGE UP Go to prior record in Form view (prior page of records in Table view)
CTRL PAGE In Datasheet View, advance to the right, several columns at a time.
DOWN
CTRL PAGE UP In Datasheet View, advance to the left, several columns at a time.
CTRL ‘ Copy field data from the prior record’s field
CTRL ; Insert the current date
CTRL : Insert the current time
CTRL + Add a new record
SHIFT ENTER Save changes to the current record
CTRL - Delete the current record
CTRL ENTER Add a new line to a memo field
F2 Switch between field editing and navigation modes
F5 Refresh the current view
SHIFT SPACE Select the current record

Field Editing and Selection Keys

Key(s) Function
SHIFT RGT Extend the selection or deselect one character to the right
ARROW
CTRL SHIFT Extend the selection or deselect one word to the right
RGT ARROW
SHIFT LFT Extend the selection or deselect one character to the left
ARROW
CTRL SHIFT LFT Extend the selection or deselect one word to the left
ARROW
CTRL C or CTRL Copy the selection into Windows Clipboard
INSERT
CTRL V or SHIFT Paste text from Windows Clipboard
INSERT
Datasheet (Table) Keyboard Shortcuts
Key(s) Function
TAB, ENTER or Move to the next field
RGT ARROW
END Move to the last field in the current record (Table view)
SHIFT TAB or Move to the previous field
LFT ARROW
HOME Move to the first field in the current record (Table view)
DN ARROW Move to the current field in the next record
CTRL DN Move to the current field in the last record
ARROW
CTRL END Move to the last field in the last record
UP ARROW Move to the current field in the previous record
CTRL UP Move to the current field in the first record
ARROW
CTRL HOME Move to the first field in the first record

45 User Guide Chapter Two Program Conventions GAGEtrak 7 User Guide

User Guide Chapter Three
Gage Records
To begin entering your gage records, select Gages from the Main Records menu.

Gages – Information Tab

GAGEtrak 7 User Guide User Guide Chapter Three Gage Records 46

To enter a new gage record, click the New Record icon in the toolbar or the New Record button toward the bottom of the
screen in the record navigation bar.

Use your mouse cursor (or tab key) to move between the available fields in the gage record window.

This window contains the following fields:

Field/Button Description
Gage ID In this field, enter a unique alphanumeric identification code for each gage. In order to save the gage record, you
must enter an ID. For consistency and efficiency, you’ll need to develop your own gage ID numbering system.
Tip: Avoid using the characters #, *, ! and ? in your gage IDs or other fields, as these are considered wildcard
characters in GAGEtrak. It is also recommended that you do not use “ or ‘, for gage IDs. If you must use these
characters, such as in “Gage #1”, then you must place brackets around the wildcard character whenever you want to
search or filter your records; for example, you would enter Gage [#]1.
For more information about wildcards, please see Program Conventions.
Status Use the list box to pick from your available choices (for example, 1–Active). This field is required. To add more
choices to the Status field, go to the Setup menu and select Status ID Entry (see the System Administrator’s Guide
for more information).
Ref. Standard Check this box to indicate that the record is for a calibration reference standard (such as a gage block or reference
weight), not a gage.
NIST No. For reference standards only, enter the number that NIST (National Institute of Standards and Technology) provides
for traceability purposes. If it’s not marked on the reference standard, ask your supplier for the number.
Gage S/N Enter the actual gage manufacturer’s serial number (found on most gages).
Asset No. In this field, enter the gage’s asset number (usually issued by your accounting department).
Model No. Use this field to store the model number of this gage.
Type This field is a list box field from which you can choose or enter a classification of the type of gage (such as Variable,
Attribute, Dial, Vernier, Hard, Digital, or SPC).
Unit of Meas. Enter the actual units that the gage measures in (such as In, mm, N, LBf, LBm, Ohms, or mA). This field is a list box
in which more choices will be available as you add them for other gage records.
Drawing No. and If applicable, enter the gage drawing number and date of the original drawing (usually for custom-designed gages,
Drawing Date fixtures, or templates). Otherwise, use this field to store other information.
Change Level Enter the current change level ID of the current gage drawing and the date of the most recent drawing change level.
and Change Date
Notes Use this field to store any comments about the gage.
Description Enter a brief, but informative, description of the gage.
Storage Location Enter the gage’s storage or usual location (for example, Tool Crib–Bin 12).
Current Location This field contains the gage’s current location (such as Assembly Dept.).
Service Date Enter the date on which you first started using the gage.
Retirement Date In this field, enter the expected or actual date on which you stop using the gage. Usually this date is at the end of the
gage’s useful service life (typically 5-10 years) or at the expected date of major overhaul or maintenance.
Supplier Code This field contains the supplier code or name of the gage supplier. If you plan to use GAGEtrak’s supplier records,
enter the supplier ID code in this field – not the supplier name. The drop-down list box for this field contains
information that you entered in Supplier Entry.
Cost Enter the actual purchase price or build cost of the gage.
Purchase Date In this field, enter the date on which you purchased or first used the gage.
User Defined This field stores any other data you need to track.
Manufacturer Select or enter the manufacturer of the gage (this field creates its own list as you enter different manufacturers, so
you can later just select from the list).
Owner This field also creates its own list as you enter different gage owners.

47 User Guide Chapter Three Gage Records GAGEtrak 7 User Guide

 Gages – Buttons
The following buttons can be accessed from any tab within Gages.

Issue/Return Button
When you need to issue a gage to a different location or department, you can record the issue in GAGEtrak. This feature is
particularly useful in a gage crib situation, where gages and inspection equipment are loaned out and then returned for storage
and safe keeping. By tracking this information, you’ll know which gages your company uses most often and which employees or
departments use them.

To issue or return a gage, click the Issue/Return button at the bottom of any of the tabs within Gages. The Issue Gages screen
will open.

Note: You can also issue and return gages by selecting Issue Gages or Return Gages from the Crib Management menu.
However, Issue Gages and Return Gages are designed for consecutive gage issues or returns (for large batches of gages) and to
facilitate bar coded data entry. Issue Tracking is designed for issuing or returning a single gage.

When you issue a gage, GAGEtrak inserts the current date and time as the Issue Date and Issue Time. It also changes the gage’s
Current Location field to a description that consists of Issued To plus Issued Dept., for example, Joe Jones/Assembly.

GAGEtrak 7 User Guide User Guide Chapter Three Gage Records 48

The Return fields are inactive during the issuance process, as shown above. After entering the issuance information, click Issue
Gage. GAGEtrak will prompt you to print an issue label; make your selection.

When the gage is returned, click the Issue/Return button. GAGEtrak assumes you want to return the gage if its current record is
incomplete; the form now allows for return information to be entered:

Received Date and Received Time are automatically populated with the current date and time, though these values can be
changed. After entering any other pertinent return information, click Return Gage. GAGEtrak changes the gage’s Current Location
field to its storage location.

You must use these issue tracking records for any gage whose calibration schedule is based on usage or cycles instead of
elapsed calendar days. These records track usage days and operating cycles; they also update the next due date and or
estimated due date of gages with these frequencies.

If you consistently use the Part No field, you’ll create manufacturing traceability. For example, if you find that a gage is out of
tolerance, you can immediately generate a part recall report that lists all parts that you might have measured incorrectly.

49 User Guide Chapter Three Gage Records GAGEtrak 7 User Guide

 The table below explains the fields and buttons in the Issue Gages and Return Gages screens:

Field/Button Description
Issue Date and These fields track the date and time at which you issue the gage; the current date and time prefill the fields and can
Issue Time be edited.
Type Select the reason for issue; this field creates its own list from your entries.
Issued To Enter the name (or select it from the drop-down list) of the person to whom the gage is being issued. The names
available for selection in this field will be dependent upon the selection(s) made within the Gage Entry -> Auth.
Persons tab. For more information, see Restrict Issue under the Gage Entry -> Auth. Persons tab.
Issued Dept Select or enter the department that will use the gage.
Part No. Use this field to track the part or group of parts that the gage will measure.
PO No. You can enter a Purchase Order number if you’re sending the gage out to a supplier for repair or calibration or are
manufacturing parts for a customer.
Promised Date Enter the date on which you expect the gage to be returned.
Issue Gage After entering issuance information, click the Issue Gage button to issue the gage and save the record.
Button
Issue Label Note: A label printer must be installed to use this feature.
Button
Click on this button to print an issue label for the gage being issued. When you click Issue Label, the Select Label
Type window will appear. Select an appropriate label size for the gage being issued. When you click the View button,
you will be prompted to select a label printer; once you have done so, the Custom Report Editor will open to show
you a preview of the selected label. Close the Custom Report Editor to return to Select Label Type; click Print to print
the issue label or Close to close the window and return to Issue Label.
The printed label shows the predicted Next Due Date for the gage based on the frequency, unless the frequency was
set to Usage or Cycles, in which case the Est Due date will appear on the label.
Received Date These fields track the date and time at which the gage was returned. Click the small button next to Received Date to
and Received insert the current date and time.
Time
Received From In this field, enter the name of the person who returned the gage.
Cycles Enter the number of cycles performed by the gage (usually 1). GAGEtrak adds this number to any previous cycles for
the gage. It uses that number to calculate the Next Due Date for gages that calibrated according to cycles.
Use Left The value in the Use Left field is a decreasing value based on how many times you have left to use the gage before it
is due for calibration.
Notes Use this field for important comments, such as damages or malfunctions.
Return Gage After entering any pertinent return information, click the Return Gage button to complete and save the record.
Button

GAGEtrak 7 User Guide User Guide Chapter Three Gage Records 50

 Pop-Up Issue Information
In the Gages -> Information tab, the Current Location field turns yellow to show that the gage is currently issued out:

Double-click on this field to open a pop-up window that shows you the date, time, person, department and part information
from Issue Tracking.

Issue History Button

Click this button (at the bottom of any tab within Gages) to open the Issue Tracking form which displays a record for each past
issuance and return of the gage. This form will not display data until the record is complete, i.e., the gage has been both issued
and returned.

51 User Guide Chapter Three Gage Records GAGEtrak 7 User Guide

 Clone Gage Button
If you want to copy a particular gage record, including its set of calibration test points, procedures and parts, click the Clone
Gage button (located at the bottom of the Gages window). The Clone Gage window will appear:

Enter a new Gage ID directly into the New Gage ID field or select a gage numbering scheme from the drop-down list. If you
select a gage numbering scheme, GAGEtrak will automatically input the next subsequent ID for the New Gage ID based on the
numbering scheme in the Setup -> Settings -> Automatic Numbering tab. Click Clone. Click OK on the confirmation window. To
create an additional clone, click Clone again.

When you’re finished cloning, GAGEtrak will display the last cloned record that you created and you can enter each clone’s
unique information.

GAGEtrak 7 User Guide User Guide Chapter Three Gage Records 52

Graph Button
To generate an accuracy chart for the current gage record, click the Graph button in the Gages -> Information screen. By default,
the program charts the entire calibration history for the first calibration standard. You can specify a time frame by entering
beginning and ending dates in the From Calibration Date and Through Calibration Date fields.

Remember, you can generate this chart only after you’ve entered some calibration and measurement records (see the next
chapter for more information on calibration records). As you can see in the image above, the chart plots before and after values
and nominal, minimum and maximum allowable limits. Click the Print button to print the graph.

Calibration Button
This button will take you directly to Calibrations (the calibration entry screen). When you go to Calibrations from Gages in this
manner, the records are filtered to show the historical calibration records for only the selected gage. If you choose to add a new
calibration record while in this filtered view, you must reselect the Gage ID from the drop-down list.

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 Gages – Schedule Tab
In this screen, you’ll set up the calibration schedules for each gage.

If Usage or Cycles is selected for Calib Freq the calibration schedule changes slightly, as shown below:

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 Field/Button Description
Gage ID The ID of the selected gage will appear in this field.
Description The description of the selected gage will appear in this field.
Calibrator Enter the code (or select the code from the drop-down list) of the supplier that normally calibrates the gage (the
calibration service supplier). You can also set this field to In-House, a department or a technician’s name, if
calibrated within your own facility (simply type the information into this field). Later, you can use this information to
select a group of gages due for calibration by that calibrator.
Note: If you have the GAGEtrak Portable Calibration Module, you must enter a calibrator, since the module
downloads calibrations by this field.
Last Calibrated The name of the user who last calibrated the gage appears in this field.
By
Calib Freq Enter how often the gage should be calibrated such as 45 DAYS. When GAGEtrak calculates the next calibration
due date, it uses this value.
The unlabeled field located just to the right of the Calib Freq field is the Frequency Units field. Use the drop-down
list to choose the calibration schedule type. You can choose from these types:
Days – the most common units; schedule is based on elapsed calendar days.
Weeks – each week equals seven days; schedule is based on elapsed calendar weeks.
Months – this option bases the schedule on months.
DOM (Day of Month) – this frequency unit allows you to set a day of the month on which the calibration will typically
be due. Set the calibration frequency to the number of months from the date of the last calibration. When you set
the frequency unit to DOM, an unlabeled field will appear, allowing you to enter the desired day of the month. For
example, if you want the calibration to be due on the 10th of the month, six months from the time it was last
calibrated, you would set the calibration frequency to 6, the unit of measure to DOM and the day to 10.
Note: DOM uses the skip dates and skip days features, so the gage may not always be due exactly on the day set.
If you enter a day that is not in every month, such as 31, then the application will use the last day of the month for
months with only 30 days.
EOM (End of Month) – The next due date will be the last day of the appropriate month, based on the frequency unit.
For example, 6 EOM means every 6 months, but the program extends the Next Due Date to the end of the sixth
month. If you’re using skip dates, GAGEtrak schedules the Next Due Date on the last working day of the month.
Years – each year equals 365 days; schedule is based on elapsed calendar years.
Each Use – select this option if you calibrate the gage before or after each use; you must manually enter your due dates.
Usage – when using this schedule, the program won’t create a next due date for calibration. It will however, create
an estimated due date based on the gage usage, even if you enter a calibration record for the gage. When you issue
the gage, GAGEtrak predicts a due date based on the remaining number of usage days. You must use the Issue
Tracking records for this to work.
Cycles – similar in principle to the usage days method, but schedules calibration only when the total number of
cycles equals or exceeds the Frequency value (“cycles” means either the number of parts measured or number of
cycles operated). You must use Issue Tracking records in order for this schedule type to work.
Note: When calibration frequency is set to either Usage or Cycles, the Calibration Schedule form changes
appearance in order to accommodate Average Cycles/Usages Per Day and Estimated Due Date fields.
Bef. Use – select this option when you must calibrate the gage before every use. GAGEtrak will not automatically
calculate calibration due dates for this frequency; you must manually enter your due dates.
Aft. Use – select this option when you must calibrate the gage after each use. GAGEtrak will not automatically
calculate calibration due dates for this frequency; you must manually enter the due dates.
Average Cycles/ This field is used for Cycle gages only. It is used to calculate the due date based on Issue/Return.
Usage Per Day

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 Skip Direction If the calibration date falls on a skip date, this determines whether to move the calibration date forward or backward.
Select the default Skip Date Direction within the Setup -> Settings -> Calendar tab.
Gage Frequency If you want GAGEtrak to change this gage’s calibration frequency according to its as-found condition before
Adjusting Interval calibration, make a selection from the Gage Frequency Adjusting Interval field. Based on your selection, GAGEtrak
will automatically adjust calibration frequencies based on the A1 or A3 method whenever you enter a new
calibration record, according to the rules you defined in the Adjustment Calibration Frequency Setting tables. Please
see the Administrator Guide for more information.
Tip: Do not make an adjusting method selection unless you fully understand this feature and decide that you want
GAGEtrak to automatically adjust your calibration frequencies.
Minimum This is the minimum value that GAGEtrak can recommend for a calibration frequency interval. The default is 1, but
Frequency you can change it according to the type of units you use, for example: perhaps 1 year is too long to be used as a
minimum, and 1 day is too short.
Maximum This is the maximum value that GAGEtrak can recommend for a calibration frequency interval. The default is 123,
Frequency but you can change it according to the type of units you use, for example: 123 years is a long time.
Last Cal Date When you first enter the gage record, enter the gage’s last calibration date. Later, the program will automatically
update this field whenever you add a new calibration record for the gage.
Next Due Date This field shows the next calibration due date. It’s automatically updated whenever you add a new calibration record
for the gage (Next Due Date = Calibration Date + Freq). You can also manually enter any date into this field. If the
current date is past the next due date, you’ll see the message Past Due on the right of this date.
Tip: To calculate this date immediately, click the Next Calib button (only if you’ve entered a calibration frequency
and last calibration date). Using this button, you can calculate the next due date even if you don’t enter a calibration
record for the gage.
Estimated Due Calculation of an estimated due date is based on calibration frequency, average cycles per day, issue/return and
Date calibration history. When the Next Due Date is estimated based on these factors, the Estimated Due Date checkbox
is automatically checked.
Initial Times Used GAGEtrak counts how many Issue Tracking records the gage has and adds it to this field. The total is displayed as
Cumulative Times Used at the top of the Issue Tracking Entry screen.
Use Left This field displays the amount of usage or cycles remaining before this gage will be due for calibration. This field is
only used if the gage has a Usage or Cycles calibration frequency and is not editable.
Use Used This field displays the amount of usage or cycles that have been used since the last calibration of this gage. This
field is only used if the gage has a Usage or Cycles calibration frequency and is not editable.
Projected To the right of the calibration schedule, you’ll see the next three anticipated calibration dates, which GAGEtrak
Calibration calculates when you click Next Calib. When you add a new calibration record for the gage, GAGEtrak automatically
Schedule updates these dates, based on the current frequency.
Note: If you’re using the Auto Adjustment of Calibration Frequency feature, be aware that these dates do not take
into account future adjustments of the calibration frequency (since GAGEtrak can’t predict if future calibrations will
pass or fail).
Calibration Hours Enter the actual (or estimated) time it takes to calibrate the gage.
Est Calibration Enter an estimated calibration cost as to labor and other resources that will be used.
Cost
R&R Freq. and Enter the frequency of gage R&R studies, such as 6 MONTHS. When the software calculates the next gage R&R
R&R Freq. Units study date, it uses this value.
Use the field located on the right of the R&R Frequency field to select the Frequency Units (schedule type). Choose
from these options:
Days – the most common units; schedule is based on elapsed calendar days.
Weeks – each week equals seven days; schedule is based on elapsed calendar weeks.
Months – the schedule is based on months.
Years – each year equals 365 days; the schedule is based on elapsed calendar years.

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 R&R Skip If the gage R&R date falls on a skip date, this determines whether to move the schedule date forward or backward.
Direction Default Skip will move the schedule date forward.
Last R&R Date When you first enter the gage record, enter the gage’s last R&R study date. As you add new R&R records for the
gage, as long as you use an R&R Frequency value other than zero, GAGEtrak will automatically update this field.
Last R&R Result This field shows the last gage R&R study results (usually this is the gage error GRR expressed as either a
percentage of TV or a percentage of tolerance). Later, it will be automatically updated as you add new R&R records
for the gage, as long as you enter an R&R Frequency value other than zero.
Next R&R Due This field tracks the next gage R&R due date. GAGEtrak automatically updates it whenever you add a new R&R
Date record for the gage or you can manually enter a date into this field. If the today’s date is past the next due date,
you’ll see a Past Due message.
Tip: To calculate this date immediately, click the Next R&R button (only if you’ve entered an R&R frequency and a
last R&R date).
Next R&R Button Click this button to calculate the Next R&R Date and three future R&R dates. You can use this button to calculate
the Next R&R Date even if you don’t enter an R&R study record for the gage.
Projected To the right of the Gage R&R fields, you can see the next three projected R&R dates. GAGEtrak calculates these
R&R Schedule dates when you click the Next R&R button, then updates them when you add a new R&R record for the gage.

Gages – Test Points Tab

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 Use these records to define the list of standards or test parameters that are measured when this gage is calibrated. Later, when you
enter a calibration record for the gage, GAGEtrak automatically copies this list to the calibration record. It sorts and displays your
calibration test points in ascending order, based on the test point IDs. You can enter as many calibration test points as you need.

Note: If you have gage families that share the same test points for calibration, it is recommended that you review the section
on Test Point Groups found later in this guide as you can pre-define test points for the family and simply attach them to those
gages to save data entry time.

The Test Points tab contains these fields:

Field/Button Description
Gage ID The ID of the selected gage will appear in this field.
Resolution Use this field to store the resolution of the gage. This is the smallest (or least count) unit of motion that the gage is
capable of measuring and displaying. For example, 0.001 is the resolution on a typical dial caliper.
Uncertainty This field holds the uncertainty value; use it only if this record is for a reference standard. You can obtain this value
from the manufacturer. It’s expressed in units, such as percentage (0.5%), proportion (0.005) or measurement units
(0.0001 inch).
Operating Range Enter the gage’s allowable operating range as to the minimum and maximum size it could measure.
Description The description of the selected gage will appear in this field.
+ Tolerance Use this field to store the upper tolerance for the gage, as published by the manufacturer. GAGEtrak later uses this
information to calculate the maximum value for calibration test points. To enter this value as a percentage of the
nominal, enter the value followed by the percentage sign (for example, enter 1%).
Tip: Check the placement of decimal points; for example, 1% equals one percent and .1% equals one-tenth of a percent.
- Tolerance Enter the lower tolerance for this gage, as published by the manufacturer (use a positive value). GAGEtrak later uses
this information to calculate the minimum value for calibration test points. To enter this value as a percentage of the
nominal, enter the value followed by the percentage sign (for example, enter 1%).
Tip: Check the placement of decimal points; for example, 1% equals one percent and .1% equals one-tenth of a
percent.
Test Point Group This field contains the group of standards that the Gage uses. It helps to update standards for a number of gages at
once as well as fill in standards for common gages. The standard also includes resolution, precision and plus/minus
tolerance values.
Test Point ID Enter a meaningful test point description, for example, Outside Diameter Check. Each Test Point ID that you enter for
the gage must be unique. If you need to use the same name for multiple test points, number or letter each name.
For example, if you’re using CMM Check in more than one Test Point ID, number the name for each standard. Your
IDs would look like this: 01. CMM Check, 02. CMM Check, 03. CMM Check. This numbering also lets you control
the list’s sort order (the program automatically keeps the list in alphabetical order by the Test Point ID value).
Type Two types are available: Variable or Attribute. Select Variable for those test points that have a value that you actually
measure (such as 0.502 inches). Select Attribute for pass/fail or visual types of checks. Selecting Attribute does not
calculate accuracy of particular test points.
Units Indicate the units being measured, such as inches, mm or degrees.
Minimum When you enter the nominal measurement, GAGEtrak automatically calculates the minimum measurement, based
on the gage’s –tolerance. This value is the minimum acceptable value for the gage when you measure this test point
(for example, 0.999).
Nominal Enter the nominal value for the gage when you measure this test point (for example, 1.000).
Maximum When you enter the nominal measurement, GAGEtrak automatically calculates the maximum measurement, based
on the gage’s +tolerance. This value is the maximum acceptable value for the gage when you measure this test point
(such as 1.001).
Ref Type Select the type of Reference Standard that will be used for this test point. This list box will show the Gage Type of
every reference standard in the database.

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 Gage ID of Select from a list of available Test Point IDs. The list is limited by the Ref Type field. An empty Ref Type field would
Standard show all available IDs.
Format Select numerical format for measurement appearance on reports.
Note: The format does not affect how measurements are shown in forms, only in reports.
Attach Test See below.
Points Button
Prefill Button See below.
Datasheet Click this button to see the test point information in datasheet view.
Button

Attribute Gages
Attribute gages typically have a pass or fail result and do not require that you document a measured result. GAGEtrak supports
entries for attribute gages by simply changing the Type for each Test Point record from V to A. By doing so, the form will change
to a format allowing for Pass/Fail values to be selected later in Calibration Measurements.

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 Reference Standards
Reference Standards listed on each test point help to establish traceability for each measurement and it is recommended that
you enter records in GAGEtrak that are specified as Reference Standards (by checking the Ref. Standard checkbox on the
Information tab in Gages) so that they can be included on relevant test points. Some test points may require you to use more
than one reference master; for this reason, GAGEtrak supports the selection of multiple master standards on a single test point
to insure accurate traceability in those cases.

Attach Test Points Button

The Attach Test Points button allows the user to attach a test point to a gage type for every gage of that type. If there is an
existing type already assigned to the gage and you try to attach a new test point group to this gage record, it will replace any
previously attached test points that have the same Test Point ID as the new test point. For safety measures, GAGEtrak will
question whether you wish to continue with the new standard attachment.

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Prefill Button
Clicking the Prefill button opens the Test Points Prefill form. Use this form to save time when you have multiple calibration standards
and their nominal values are evenly spaced (for example, if you have a group of standards with the values 1, 2, 3, 4, 5 and 6).

Field/Button Description
Gage ID The ID of the selected gage will appear in this field.
Number of Test In this field, enter the number of standards.
Points
Start Value Enter the smallest nominal value for the similar test point.
Increment Value You can enter the difference between the sizes of the nominal values of the test points in this field, such as .5 or .005.
Test Point Enter the portion of the name that will be the same for all of them. For example, let’s say that you’ve entered 6 as your
Names Number of Test Points and 1 as the Start Value. Also, you’ve chosen an Increment Value of 1, with Inch as your Unit
of Measure. If you enter Gage Block in this field, the resulting names for your standards will be 1. Gage Block (1 Inch)
and 2. Gage Block (2 Inch).
Tip: If your number of test points is between one and nine, your Test Point ID names will be numbered like this:
1.Name, 2.Name. If you have from ten to 99 standards, their names will look like this: 01.Name, 02.Name.
Type Select the type of test point: Variable or Attribute. Select Variable for those standards that have a value that you
actually measure (such as 0.502 inches). Select Attribute for pass/fail or visual types of checks.
Ref Type Select the type of Reference Standard that will be used for this test point. This list box will show the Gage Type of
every reference standard in the database.
Gage ID of Select from a list of available Test Point IDs. The list is limited by the Ref Type field. An empty Ref Type field would
Standard show all available IDs.
Units In this field, enter the unit of measure that the test points share.

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 Test Point Select the numerical format that measurements will appear in on reports.
Format
Note: The format does not affect how measurements are shown in forms, only in reports.
End Value GAGEtrak calculates the end value for you, depending on the Number of Test Points, the Start Value and the
Increment Value.
Fill Button After you’ve entered the information, click the Fill button and GAGEtrak will fill in the information. The Minimum and
Maximum values will be calculated from the -Tolerance and +Tolerance values.

Gages – History Tab

The History tab displays all calibration history for the selected Gage ID. These records are sorted by date in descending order;
the most recent calibrations are at the top of the list. GAGEtrak pulls this information from the data you record in Calibrations.

Field/Button Description
Gage ID The ID of the selected gage will appear in this field.
Description The description of the selected gage will appear in this field.
Date This field shows the date for each calibration record.
By In this field, you’ll see the name of the user who performed the calibration.
Results Any additional results recorded about the calibration will appear in this field.

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 As Found Condition The field displays the condition of the gage before calibration or adjustment. In for in-tolerance, Out for out-of-
tolerance or New for a new instrument that has not yet been calibrated.
Account No An account number or other tracking number associated with the cost (examples include a job, purchase order,
invoice or customer number).
Drilldown Button […] Click this button to view the calibrations for this gage.
Pass This field tells you whether or not the calibration was successful.
Type A description of the type of calibration performed will appear in this field.
Action Required Any action that may be required, such as “send out for repair.”
Calibration Status The final calibration status: Passed, Failed, Repaired or Limited.
Certificate No The certificate number issued by the outside calibration provider or your company.

Gages – Procedures Tab

In this screen, you can link calibration procedures to each gage.

Field/Button Description
Gage ID The ID of the selected gage will appear in this field.
Description The description of the selected gage will appear in this field.
View/Print Button The procedure text and the attached OLE image will open up in a new window for viewing/printing.
Delete Button Click this button to remove the procedure from this gage. When you click this button, a dialog window will appear
to tell you that, in this screen you can only remove the procedure from the current gage record. To remove the
procedure, click Yes. If you want to delete or remove a procedure from all gages, you must do so in Procedures.
Attach The Attach Procedures button allows you to attach a procedure to every gage of a particular gage type. For safety
Procedures measures, GAGEtrak will display a confirmation message; click Yes to proceed.
Button

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 Procedure Text Sub-tab
The Procedure Text sub-tab displays the text of the attached procedure and looks similar to the following:

The table below describes the fields in this area:

Field/Button Description
Procedure Name To link a calibration procedure to the current gage, select the procedure name from this list box.
Procedure In this section, you’ll see either the procedure text or any attached pictures.

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Procedure Image Sub-tab
The Procedure Image sub-tab displays any images associated with the procedure:

The table below describes the fields in this area:

Field/Button Description
Procedure Name To link a calibration procedure to the current gage, select the procedure name from this list box.
OLE The image associated with the procedure is displayed in this field.

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 Procedure Attachment Sub-tab
The Procedure Attachment sub-tab displays any files attached to the procedure only for viewing and printing purposes. Please
note that you will not be able to add any attachments to procedures in this tab. Attaching or editing already attached files can
only be done in Procedures.

The table below describes the fields in this area:

Field/Button Description
Procedure Name To link a calibration procedure to the current gage, select the procedure name from this list box.
File This is the path of file attachment.
Note: When this procedure record was initially entered into Procedures, it should have been verified that all users of
this application have the ability to view the contents of this file; this includes both access to the directory where this
file is stored and having sufficient network security rights to open this file.
File Description Description of the type of file attached. For example, if the attached file is a Microsoft Word document the
Description field will contain Microsoft Word Document.

Adding Procedures
To link another calibration procedure to this gage, use the record navigation buttons at the bottom of the Procedures tab to add
a new procedure record. Again, select the name of the procedure from the drop-down list.

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Gages – Parts Tab
Use these records to define the parts and operations for which you’ll use the gage. By linking this information to each gage,
you’re facilitating manufacturing traceability. Before you can link a part to a gage, you must enter the part’s record in Main
Records -> Parts.

The table below describes the field in this area:

Field/Button Description
Gage ID The ID of the selected gage will appear in this field.
Description The description of the selected gage will appear in this field.
Part No. Select the part’s ID number; the remaining associated fields will auto-fill with information from the part record. This
information is read-only within this screen.

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 Gages – User Defined and Attachments Tab

The table below describes the field in this area:

Field/Button Description
Gage ID The ID of the selected gage will appear in this field.
Description The description of the selected gage will appear in this field.
User Defined These fields can be used to store additional information; the label names and data types can be customized within
the Setup -> Settings -> Interface tab -> Gage Custom sub-tab.
File This is the path of the file attachment. Selection of files is made easier by selecting the drilldown button […] to the
right of the file field that brings up a Locate File To Attach dialog box for file selection.
Note: Verify that all users of this application have the ability to view the contents of attached files; this includes both
access to the directory where this file is stored and having sufficient network security rights to open this file.
File Description Description of attached file type. For example, if the attached file is a Microsoft Word document the Description field
will contain Microsoft Word Document.
Delete button Highlight the record indicator to the left of the File name and or place the cursor in the File name field and select
Delete from the Ribbon to remove the attachment from the gage record.
View/Print Button Select this button to open the selected file with that file type application.

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Gages – Authorized Persons and Events Tab

The upper portion of this form can be used to record any authorized persons that are associated with a gage record.

Individual gages can have specific triggering events, for example, sending a Gage Issuing Email or running an external
application if a calibration has failed. An external application could be an AutoCAD drawing or a Microsoft Excel spreadsheet.

Field/Button Description
Gage ID The ID of the selected gage will appear in this field.
Description The description of the selected gage will appear in this field.
Restrict Issue The options in this drop-down list are Program Default, Restricted and Not Restricted and control the persons
authorized to issue gages.
If Program Default is selected, the application will check whether or not the Restrict Issue to Authorized Users
checkbox is checked within the Settings -> Security tab. If it is, the Issued To drop-down list in Issue Gages will list
only the authorized users entered into the Gages -> Auth. Persons and Events tab -> Authorized Persons pane. If the
Restrict Issue to Authorized Users checkbox is not checked, all staff will be listed in the Issue To drop-down list in
the Issue Gages form.
If Restricted is selected, it will override the program default and the Issued To drop-down list in Issue Gages will be
restricted to the authorized persons for that specific gage. You will not be able to select this option until Authorized
Persons have been added to the list.
If Not Restricted is selected, it will override the program default and the Issued To drop-down list in Issue Gages will
be populated with the staff list.

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 Print Issue Label Selecting Always Print, Never Print or Ask To Print will override the program default in the Settings -> Cal. Options
When Issuing tab. Selecting Program Default will use the default selection made in the Settings -> Cal. Options tab.
Gage
Name Authorized person’s User ID.
Note Information regarding the person’s use of the gage.
Event Events are actions taken within the system that trigger an occurrence; for example, receipt of an email when a gage
status has changed.
Parameter If an email Event is selected, a recipient email address needs to be included in the parameter field. Replace send_
to_email_address_here with a valid email address. The phrases following the email address are defaults for the email
subject and body identification, respectively. To include a revised subject and body identifier for the email, follow the
email address with a semicolon (;) and an email subject description.
Additional gage events can be established in Setup -> Gage Events.
Application The Application drill down button […] can be used to load a file that needs to be run when an event is triggered.
For example, a review of a comprehensive Microsoft Word document on a specific Calibration Procedure can be
reviewed if a gage failed calibration.

Gages – Additional Schedules Tab

The Additional Schedules tab gives you the ability to schedule additional due dates for your gage records such as a maintenance
date or the date on which you would like to send the gage to a calibration provider. Each additional schedule is user-defined, so
it can be used for virtually any scheduling need.

If you create a schedule here, it will only be available for this particular gage. To create a universal additional schedule that can
be used for multiple gages, go to Calibration Utilities -> Additional Schedules.

Define the schedule information in the upper portion of the form (or if you have defined schedules from within Calibration
Utilities -> Additional Schedules, you can select an existing schedule from the Schedule Name drop-down list and the associated
information will auto-fill; any changes you then make to the schedule will be specific to this gage).

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When you are ready to create a work record, click the Create New Work Record button; this populates the lower portion of the
form.

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 Enter Actual Hours, Findings, etc. and then click the Schedule Item Done checkbox. The Next Due Date is updated accordingly:

To create another schedule for the same gage, click the New Record icon in the upper record navigation bar.

Attach Schedule Button

To attach a defined schedule to all gages of a certain type, click the Attach Schedule button; the following form opens:

After selecting the Gage Type and Schedule Name, click Attach. GAGEtrak will prompt you to confirm your action.

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User Guide Chapter Four
Part Records
Use Parts to track parts and set up lists of gage requirements (lists of gages that you need to use to inspect parts as you
produce them). From the Main Records menu, select Parts.

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 Field/Button Description
Part No. In this field, enter the number of the part (use either the customer’s number or your internal part number).
Description Enter either the name of the part or a description that includes the name.
Operation Use this field to track the production operation or work center description that uses or installs the part (such as
Stamping or Machine 13).
Part User1 Use these fields to track additional information on the part.
and PartUser2
Drawing No. Use these fields to record the blueprint drawing number and drawing date.
and Drawing Date
Change Level In these fields, enter the blueprint change level (also called engineering change level) and the change date.
and Change Date
Inspection Procedure Enter instructions for checking the part.

Gage Requirements:

Field/Button Description
Gage ID Select the Gage ID of the gage you will use to inspect the part.
Description GAGEtrak will automatically enter the description of the gage you selected in the Gage ID field.
Method Enter the control method, such as Inspection Sheet or Control Chart.
Dimension In this field, enter the dimension or characteristic that you will check with the gage.
Comments Record any notes about the dimension or characteristic that you’re checking.
Freq. Specify frequency in which the part will be inspected with this gage (such as 5 per Shift or 10 per Day).

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User Guide Chapter Five
Procedure Records
Select Procedures from the Main Records menu.

Procedures – Procedure Text Tab

In this screen, you can copy or enter the text of each procedure. If Maintain Calibration Procedure History is set to true
(checked within the Setup -> Settings -> Cal. Options tab), then the text of a specific procedure can only be edited until it is
used in a calibration record. Once it is added to a calibration record, the procedure is locked down so no changes can be
made to it. If Maintain Calibration Procedure History is set to false (unchecked), then edits can be made at any time even if the
procedure is used in a calibration.

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 This screen contains the following fields:

Field/Button Description
Procedure Name Enter a unique title for each procedure. If you try to create two procedures with the same name, GAGEtrak prompts
you that you can’t have duplicate index values. If this happens, click Undo and enter a unique procedure name.
Procedure In this field, enter the text of the procedure. For text formatting options, click the Open Editor button.
Remove Button If you want to keep the procedure in your database but remove it from your gages, click Remove. This action
removes the procedure from all attached gages, but keeps it in Procedure Entry for your reference. If you want to
remove a procedure only from a particular gage, do so within Main Records -> Gages.
Open Editor Opens an external text editor program for editing/formatting procedure text.
Button
Clone Procedure Opens the Clone Procedure dialog to allow for making a clone of the current procedure.
Button

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Cloning Procedures
Click Clone Procedure to open this window in which a copy of the existing procedure can be made.

Enter a New Procedure Name and click Clone. A confirmation message will appear giving you an opportunity to change any
gages that referenced the original source procedure to reference the new procedure. Note: This change cannot be reversed, so
be sure this is desired before clicking the Yes button.

Field/Button Description
Source Procedure This read-only field displays the name of the procedure that will be cloned.
Name
New Procedure Name Enter the name for the new procedure.
Clone button Click this button to create a clone of the source procedure.
Close button Clicking this will close the dialog without making a clone.

Copying Procedures from another Windows Application

You can use Windows Clipboard to copy procedures from other programs. If you want to paste a procedure from the Clipboard, do
the following:

1. Open the program that contains the procedure you want to copy.
2. Highlight the text, and then press Ctrl-C to copy it to Windows Clipboard.
3. In the Procedures -> Procedure Text tab, enter a Procedure Name.
4. Place your cursor in the Procedure textbox.
5. Press Ctrl-V to paste the procedure.

CalPro Calibration Procedures

To help save time when you’re entering procedures, CyberMetrics offers an optional add-on product called CalPro. CalPro is a
database of complete step-by-step calibration procedures, covering everything from gage blocks to micrometers and calipers.
CalPro procedures are industry-proven, editable procedures that you can automatically import into your GAGEtrak database or
use separately as documents. For information about purchasing CalPro, please contact CyberMetrics at 1-800-777-7020 or
[email protected] or contact your distributor.

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 Procedures – Procedure Image Tab
In the Procedure Image tab, you can attach a picture or map to each procedure. To do so, double-click in the OLE box. OLE
stands for Object Linking and Embedding. This means that you can link any valid Windows object (such as a graph, picture or
digitized movie) into this field. When you double-click in the OLE field, the following window appears. The list of object types
varies, depending on the programs installed on your computer.

Select the type of object you want associated with the procedure and then click OK. When you select an object type, the
program in which you created the object opens so that you can edit the image (if necessary). When you’re finished, just click
inside the OLE object box which links the object to the associated procedure and returns you to the Procedure Image tab.

You can also paste an image into this field from your clipboard.

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Procedures – Attachments Tab
In the Attachments tab, you can attach additional information related to the specific procedure name, for example an
amendment to the existing procedure explaining revised processes.

This screen contains the following fields:

Field/Button Description
File The File field can accept manual input of a file path or you can click the drilldown button […] to the right of the File
field to browse to and select a file.
Note: Verify that all users have the ability to view the contents of this file. This includes both access to the directory
where this file is stored and having sufficient network security rights to open this file.
File Description When a file path is manually typed, you have the opportunity to enter a File Description. If the file was automatically
inserted with the aid of the drilldown button […], the format of the selected file attachment will be displayed in the
File Description field; for example, a file created with Microsoft Word will have a File Description of Microsoft Word
Document.
View Button Click this button to activate the registered application associated to the file extension, for example Microsoft Word.

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 Procedures – Gage List Tab
The Gage List screen lists all gages affiliated with the procedure. At a glance, you can see what gages will be effected when a
particular procedure is altered. This form is read-only.

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User Guide Chapter Six
Service Requests
Use Service Requests to track and print service requests both in-house and for outside service providers. More importantly, you
can use it to document, track and report on corrective actions that you’ve issued for failed or malfunctioning gages.

Select Service Requests from the Main Records menu and the main entry screen will appear:

Field/Button Description
CA/Request No. Upon selection of a Letter Type, this field automatically generates a number to track your requests. Define automatic
numbering in Setup using your own format.
Request Date Enter the date or click the small button on the right of this field to automatically enter today’s date.

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 Requester Select or enter the name of person requesting service.
Insurance Amt This field displays the sum of all insurance amounts from the gages listed below it. (auto-filled by the Cost field in
(upper portion of Gages). The field on this form is not editable, but original amounts can be modified in the lower portion of the screen
screen) for insurance purposes.
Letter Type Select the type of the document to use (such as Calibration, Repair, Calibration & Repair or Corrective Action
Notice). If the application is set to change the status of a gage when that gage is added to a Service Request, Type
is used to determine the new status of that gage. Refer to the Setup -> Setup CA / Service Request section for more
information.
Service Supplier Select the supplier code of the service provider (this might also be a department within your own company).
Status This field lets you close the service request whether the status of the individual gages listed below is Open or Closed.
Closing a service request will also close any open gages attached to that service request.
Completion Date After service on all gages listed has been completed, use this field to set the completion date for the entire service
request. Enter the date or click the small button on the right of this field to automatically enter today’s date.
Comments In this field, enter any notes about this request.
Gage ID Choose the ID of the first gage for which you need service.
Next Due Date The gage’s next due date is displayed here.
Completion Date Each gage has a completion date for the service request.
Insurance Amt Accept the original cost from Gages or enter a new amount for which you want to insure the device (use for return
(lower portion of freight insurance if you’re sending the device out for repair or calibration).
screen)
Status Mark the service status for each gage as Open or Closed. If the application is set to change the status of a gage
when it is returned from a service request, that status change will be done when the gage’s Status is set to Closed.
View To view the letter currently linked to this record, click View. To view all available Service Request letters, navigate to
Setup -> Setup CA / Service Requests.
Print Click Print to print the letter associated with this record.

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User Guide Chapter Seven
Supplier Records
To begin entering supplier records, navigate to Main Records -> Suppliers.

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 Each supplier record contains the following fields:

Field/Button Description
Supplier Code Enter a unique supplier ID or code for each supplier.
Supplier Name Enter the company name of the supplier.
Supplier Type Use this field to categorize your suppliers by the type(s) of goods sold.
Contact Person Enter the name of the contact person for this supplier company.
Salutation Enter a salutation for the company contact to be used for written correspondence (such as Mr., Ms., or Mrs.). Leave
this field blank if you don’t want to use a salutation (i.e., Joe Smith vs. Mr. Joe Smith).
Address, City, Enter the supplier’s contact information.
State, Zip,
Country, Phone,
Fax and E-mail
Last Review Enter the date of the last quality review and last quality rating for this supplier.
and Last Rating
Last Received Enter the date on which you last received a shipment from this supplier and the date on which you last rejected a
and Last shipment from this supplier.
Rejected
Enabled Check this box to indicate that the supplier is currently active and approved.
User Defined 1 Enter any other information that you wish to track on this supplier. Be sure to use these fields consistently throughout
and 2 your supplier records.
Gages This table lists all gages obtained from this supplier. This table is not editable; if you need to edit the gage information
shown in this table, you must do so within the gage record.

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User Guide Chapter Eight
Calibration Utilities
Calibration Status
GAGEtrak’s Calibration Status window gives you a quick view of your work status. At a glance, the number of Past Due and Not
Due calibrations, R&R studies and Open and Closed Service Requests can be viewed. The window also displays the Total Cost
of gage inventory by Gage Type. To view the most current information, click the Refresh button.

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 Gage Frequency Adjusting Interval
This module applies only to gages for which method A3 has been specified for the Gage Frequency Adjusting Interval (this is
specified in Gages on the Schedule tab). GAGEtrak also offers method A1. These terms refer to methods that are outlined in
Recommended Practice RP-1 “Establishment and Adjustment of Calibration Intervals” (3/96). RP-1 is a publication of NCSL
International, a professional organization for standards labs. See www.ncsli.org.

Method A3 lets you specify a reliability target and requires a low risk of making unnecessary changes, before recommending
that a change in calibration frequency is necessary. Reliability is defined as the probability that a gage will still be “in” tolerance
at the end of the calibration interval. GAGEtrak estimates the current reliability by combining the calibration histories of all
gages with the same gage type and same calibration frequency. Then, based on the reliability target, GAGEtrak calculates the
probability that a change is not needed (called significance). If significance is below the significance threshold then GAGEtrak
suggests a recommended change. When a change is found to be necessary, method A3 uses formulas that optimize the
calibration frequency in fewer steps than Method A1.

When Method A1 is chosen as opposed to Method A3, the calibration frequency usually changes every time you calibrate, even
after the calibration frequency has achieved high end-of-period reliability. Most users will prefer less frequent changes and may
not want the short calibration intervals that go with “high” reliability. Method A1 is included for users who are familiar with it and
wish to continue using it. Method A1 does not make use of the module we are discussing, but does use parameters that can be
changed in Setup -> Settings -> Cal. Options -> A1 Adjusting Calibration Frequency Setting.

In Gages, on the Schedule tab, you may specify a Minimum Frequency, a Maximum Frequency or both. Method A3 or A1 will
notify you in the event that a recommended change is being overridden by these specifications.

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 Field/Button Description
This is the desired end-of-period reliability, i.e., the desired probability that the as-found condition of the gage will
be “in tolerance” at the end of the calibration period (after the optimum calibration frequency has been achieved).
Reliability Target
GAGEtrak will recommend changes to the calibration frequency until the specified reliability is obtained. The default
Reliability Target is 80%. Specifying higher reliability will result in more frequent calibration. You can’t change this
here. To change this, go to Setup -> Settings -> Cal. Options -> A3 Adjusting Calibration Frequency Setting.
Number Format Choose the number of decimal places you want to be displayed.
Significance This is the maximum amount of risk GAGEtrak will take in recommending a change, i.e., the risk that a
Threshold recommended change will turn out not to have been necessary. The default is 0.3. Specifying lower significance
will increase the number of calibrations required to make a decision. You can’t change this here. To change
this, go to Setup -> Settings -> Cal. Options -> A3 Adjusting Calibration Frequency Setting. Significance must be
between 0 (never change) and 1 (always change).
Type Gage Types listed here have one or more gages specified in Gage Entry to use method A3. If a Gage Type has
more than one Calibration Frequency in use, it may appear more than once.
Calibration Calibration Frequencies that were used to calculate a current due date are listed here for each listed Gage Type.
Frequency
Recommended This is a new calibration frequency to be used for the next due date. GAGEtrak will recommend a change if the
Change Significance is below the Significance Threshold.
Significance Level The risk (probability) that the Recommended Change will turn out not to have been necessary.
Pre-approved Check this checkbox if you want to change the Calibration Frequencies in Gages effective immediately. This will
not change the current due dates, but will affect future due dates starting with the next calibration. Since currently
scheduled calibrations will continue at the old calibration frequency, the Recommended Change will be updated
in the future and could possibly revert to “no change.” If that happens, you will be asked during each calibration
to approve the latest recommended change on a gage-by-gage basis. You will also be asked in the event that you
have not checked Pre-approved. If there are multiple recommended changes (because more than one frequency
is in use), you will be asked to confirm that GAGEtrak is suggesting the right one. When you are asked, you will
also have the opportunity to manually enter a calibration frequency.

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 Method A3 Formulas
a = significance at I0

g = number in tolerance at I0

n = number calibrated at I0

I0 = existing interval

I1 = new interval

R0 = reliability at existing interval

R = reliability target

R0 = g/n

g
n!
α = 2∑ R k (1 − R ) n − k
If R0 < R , k =0 k ! ( n − k )!

n
n!
α = 2∑ R k (1 − R ) n − k
If R0 ³ R, k=g k!(n − k )!

a will not be allowed to exceed 1.

Use the following formulas if a £ Significance Threshold

Extrapolation Formulas
I1 = ln R/ln R0 for 0 > R0 < 1

I1 = (1 + 1/R)I0 for R0 = 1

I1 = (1 + R/2)I0 for R0 = 0

Interpolation formulas (Used when a change(s) has already been made, that has proved to be excessively large):

I2 = (I0 + I1)/2

Each subsequent increment of change is reduced by half.

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Additional Schedules
GAGEtrak allows you to schedule additional due dates for your gage records such as a maintenance date or the date on which
you would like to send the gage to a calibration provider. Each additional schedule is user-defined, so it can be used for virtually
any scheduling need.

If you create a schedule here, it will be available for any gage (as opposed to creating a schedule in the Gages -> Additional
Schedules tab). After creating a schedule, you can go to the Gages -> Additional Schedules tab and associate the schedule to
the gage. After doing so, that gage’s information will appear in the lower portion of this screen.

If you make any changes to the information here and want those changes to be applied to every gage that uses the schedule,
click the Update button.

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 Test Point Group

Test Point Group – Test Point Group Tab

Test point groups are defined here within Calibration Utilities. This is the basis of the drop-down list for Test Point Group in the
Gages -> Test Points tab.

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 Field/Button Description
Test Point Group Enter the name of the test point group you wish to define.
Resolution Enter the resolution of the gage. This is the smallest (or least count) unit of motion that the gage is capable of
measuring and displaying.
Operating Range Enter the operation range for this gage.
Group Description Enter a description for the group.
+ Tolerance Enter the Plus Tolerance for this test point group.
- Tolerance Enter the Minus Tolerance for this test point group.
Prefill Button If most of your measurements begin with the same numbers (such as 1.1651, 1.1650 and 1.1658), you can
save time by pre-filling the measurements with those digits. See the Gages -> Test Points tab -> Prefill Button
section of this guide for instructions.
Update Button After making changes to the group, click the Update button to push the changes to all associated gages. Using
the Update button will overwrite current test points but will not affect history.
Datasheet Button Click the Datasheet button to toggle between datasheet view and form view of the test points within the group.

All criteria related to developing test points are the same as what is documented in the Calibrations -> Measurements tab.

Test Point Group – Gage List Tab

Click on the Gage List tab to see a listing of all gages that use the test point group. You can use this listing to determine which
gages will be affected if you modify the test point group. This list is not editable.

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 Calibration Calendar
Use the calendar to view monthly calibration schedules in a single form. Specify the month and year and go directly to a specific
date to view the calibration schedule for the day.

Click on any date to view an itemized list of the day’s jobs:

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Formulas
Navigate to Calibration Utilities -> Formulas. GAGEtrak has included a formula calculator with two (2) predefined formulas for
your use. Additional formulas can be added and tested using the calculator, but Formulas only works with Calibrations.

Each formula consists of simple mathematical expressions using the given variables enclosed in square brackets, arithmetic
operators, etc. After entering a formula, click the Test button and you’ll be prompted to enter a value for the variable (in this
example, enter a value for Celsius to calculate Fahrenheit:

Click OK and GAGEtrak displays the result of the test:

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User Guide Chapter Nine
Crib Management
Gage Issue and Return (Batch Mode)
For higher-volume, batch-mode processing of gage issue/return, use Issue Gages and Return Gages from within the Crib
Management menu. Intended for use in a gage or tool crib, this feature was designed for bar-coded data entry, but will also work
with manual keyboard entry. You can issue and return gages one at a time via Gages (click the Issue/Return button to open
Issue Tracking Entry).

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Issue Gages

The Issue Gages fields are as follows:

Field/Button Description
Gage ID Select the Gage ID of a gage available for issuance. A non-selectable button labeled Past Due! appears to the right of
the Gage ID field if you have selected a gage with a calibration schedule already past due.
Next Due Date Issue Gages will generate the Next Due Date when you issue out a gage with a frequency UOM other than Usage
and or Cycles, unless Usage and or Cycles is due for calibration, then a Next Due Date will be generated. If the gage
is due for calibration, a message stating so will appear when the past due gage is selected.
Issue Date These fields track the gage issuance date and time; the fields are prefilled with the current date and time, but are
and Issue Time editable.
Type Choose the type of issuance; this field creates a self-building list as you enter different descriptions.
Issued To Enter or select the person to whom you issue the gage; however, the name selection for this field may be dependent
on the Gages -> Auth. Persons and Events -> Restrict Issue selection. For more information, see Restrict Issue.
Issued Dept. Select or enter the department or job number that will use the gage.
Part No. Use this field to track the part or group of parts that the gage will measure.
PO No. You can enter a Purchase Order number if you’re sending the gage out to a supplier for repair or calibration or are
manufacturing parts for a customer.
Promised Date Enter the date on which you expect the gage to be returned to you.
Storage Location This field shows where the gage is stored when not in use. You cannot edit this field.
Current Location Show the current location of the gage. You cannot edit this field.
Clear Form This button clears all fields in the form.
Issue Gage Click this button to issue the gage; the form will then be cleared allowing for the issuance of the next gage. GAGEtrak
changes the gage’s Current Location field to a description that consists of Issued To plus Issued Dept., for example,
675/Job 7512 Final Assy.

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 Issue Label Print a select a label type for the gage being issued. (A label printer must be installed to accommodate this request.)
The printed label shows the predicted Next Due date for a gage based on the frequency set for the gage, unless the
frequency was set to Usage or Cycles and the gage is not ready for calibration, then the Est Due date will appear on
the label.

Return Gages

The Return Gages form displays the issuance information at the top of the form; the return information fields are:

Field/Button Description
Gage ID Select the gage ID to return. The list is limited to issued gages only.
Received Date These fields show the date and time at which you received the gage; they’re prefilled with the current date and time.
& Received Time
Received From In this field, enter or select the name of the person that returned the gage.
Cycles Enter the number of cycles used or parts measured by the gage. GAGEtrak adds this value to any previous cycles for
the gage and then uses that value to calculate the Next Due Date for gages that you calibrate according to cycles.
Notes Document any important comments, such as damages or malfunctions.
Clear Form This button clears all fields in the form.
Button
Return Gage Click this button to complete the record; a new blank form appears to return another gage. After you save the record,
Button GAGEtrak changes the gage’s Current Location field to its Storage Location.

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Gage Kitting
A kit is a collection of gages or accessories used to measure a specific part. Gages or accessories comprising a kit may be
issued individually, but a kit can only be issued if gages or accessories are complete. To assist you in tracking all of your gages
and measurements for every specific part, GAGEtrak provides a Kitting feature. With this valuable feature, you can create a kit,
assign gages to the kit and even track the issuance and return of kits. Also, GAGEtrak allows you to automatically identify gages
that can be used to measure a specific part. You can create a kit manually by entering all of the gages and other information
required into the Kitting window. You can also create a kit by cloning an existing kit and editing the information to make it
unique. Navigate to Crib Management -> Gage Kitting.

Gage Kitting – Information Tab

Field/Button Description
Kit ID Enter a unique identifier for the Kit.
Kit Description Enter a detailed description of the contents of the kit.
Storage Location The location in which the kit is typically stored when not in use.
Current Location When the kit is issued, this field displays the Issued To / Issued Department information and the Issued button will
be inactive.
Available for If all Required Gage Types and Required Gages are available allowing the kit to be issued, GAGEtrak automatically
Issue checks this checkbox.
Procedure Identify the procedure that describes how to use the gages in the kit with the parts they are measuring.

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 Issuing a Kit
Click the Issue button on the Gage Kitting -> Information tab. A kit can only be issued if complete, i.e., all gages or accessories
are available. GAGEtrak, with its kitting feature, provides several advantages by allowing you to:

• Issue all gages in a kit

• Issue gages based on several selected criteria and established rules
• Identify gages that are not issued
• Detect gages with up-to-date calibration.

Field/Button Description
Issue Date and These fields are prefilled with the current date and time, but are editable fields.
Issue Time
Type This is the type of issuance, i.e., the reason for which the kit is being issued. This is a self-building list.
Issued To Enter the name (or select the name from the drop-down list) of the person to whom the kit is being issued.
Issued Depart Enter the department to which the kit is being issued (or select the department from the drop-down list).
Promised Date Enter the date on which you expect the kit to be returned.

Selection Criteria for Automatic Gage Selection

Field/Button Description
Manufacturer Gages will be selected based on specific Manufacturer criteria.
Storage Location Gages will be selected based on specific Storage Location criteria.
Current Location Gages will be selected based on specific Current Location criteria.
Exclude Gages With No Calibration or Study Schedule Check the checkboxes if you want to exclude such gages.

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GAGEtrak will disallow the issuance of a specific kit when gages that comprise it are not complete or the gage belonging to the
kit is presently issued to somebody else. If a gage cannot be issued in a kit, you will be prompted with the following message:
None of the gages in this Kit could be issued at this time. Do you want to see a list of the gages that could not be issued as part of
this kit? If you select Yes, you will be presented with information similar to the following:

Returning a Kit
A kit must have been issued before you can check it in. Click the Return button on the Gage Kitting -> Information tab. If a kit is
currently issued, clicking the Return button shows it as an open issue record allowing for the received date, time, etc. to be entered.
After completing the return record, GAGEtrak changes the kit’s Current Location to its Storage Location.

Field/Button Description
Received Date and These fields are prefilled with the current date and time, but are editable fields.
Received Time
Received From Enter or select a name from the drop-down list box of the person returning the kit.
Cycles For any gage in the kit that has a Cycles calibration frequency, enter the number of cycles that the gage used in the
kit’s return record. Usage Used, Usage Left and Estimated or Actual Due Date for each gage will be calculated and
reflected under the schedule in Gages.
Notes Document any important comments, such as damages or malfunctions.

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 Gage Kitting – Required Gage Types Tab
When selecting a Required Gage Type, it is not necessary to select gages of that particular gage type under Required Gages
because when a gage type is selected under Required Gage Types you are essentially telling the application that the kit will
include one or more gages of that type. Likewise, when you select a gage in Required Gages, you are telling the application that
that kit will include that exact gage. So there is no need to pick a specific gage when you have already specified that a gage of
that type would be included in the kit.

Enter the following information about the gages and parts to be measured.

Field/Button Description
Gage Type Select the types of gages that are used in the kit. These fields can contain an unlimited number of gages types, units
of measure and size.
Quantity Total per Gage Type.
Parts Measured Select the parts that will be measured with each gage type. Using this feature helps you keep track of gages and
with Gage Type parts by automatically linking parts to gages when a kit is checked-out. The information in these fields is optional,
and you only need to use this feature if your company is required to keep track of all parts that are measured by your
gages. Note that when your curser is in a Gage Type field, the Parts Measured with Gage Type pane is specific to the
active Gage Type.
Part No / Part identification.
Description

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Gage Kitting – Required Gages Tab
On this tab, select the specific gages to be used in this kit.

Scenarios
Gage ID Gage Type
A001 Type A
A002 Type A
A003 Type A

• If you want to issue Gage ID A001, select the Required Gages tab and select Gage ID A001. When this kit is issued
you will be issuing Gage ID A001.
• If you want to issue Gage ID A001, A002 or A003, select the Required Gage Types tab and select Gage Type: Type A.
When this kit is issued, you will be issuing Gage ID A001, A002 or A003.
• If you want to issue more than one gage of a gage type, select the Required Gage Types tab and select Gage Type:
Type A and enter a quantity of two (2). When issuing this kit, you will be issuing any combination of two of the follow-
ing gages: A001, A002 and A003; for example, A001 and A002 or A001 and A003, etc.

Example: Create a kit and select a gage type of Caliper. If you were then to pick gage Caliper-001, then the issue of the kit
would include two gages, Caliper-001 (to satisfy the Required Gage list) and a second caliper (to satisfy the Required Gage Type
List). Since it is unlikely that this is the way a kit would be issued, gages that match the type listed in Required Gage Types are
hidden in the Required Gage list. This makes it so the user cannot accidentally select that a kit will include two gages.

Note: If you really do want to issue Caliper-001 plus a gage of type Caliper, select the Gage ID first and then select the Gage Type. 

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 Gage Kitting – History Tab
Select the History tab to view all gages that were previously issued and returned with a particular kit. To view previous kit issue/
return records, first find the appropriate kit record.

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User Guide Chapter Ten
Calibration Records
Calibrations – Calibration Tab
To enter calibration records, select Calibrations from the Main Records menu. When you first open this screen, GAGEtrak
displays the most recent calibration record. If you filter for a group of gages, the most recent record for the first gage in the
group will appear.

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 To create a new calibration record, click one of the new record buttons and then select the desired gage record from the
Gage ID drop-down. After you save the record by entering information into this screen (such as your department), GAGEtrak
automatically retrieves any standards you set up for the gage.

Each calibration record contains the following fields:

Field/Button Description
Gage ID Use the drop-down list to select from a list of available Gage IDs.
Tip: Once you’ve selected a gage to calibrate, do not change this field. After you save the calibration record, you
can’t edit this field. If you want to enter another calibration record for this gage or for another gage, click the New
Record button first.
Status The indicated status of the gage at the time of calibration will reflect as 1-Active, 2-In-Active, 3-Out for Repair, 4-In
Calibration, 5-Lost.
Note: The calibration Status field will disappear and cannot be edited once the calibration record has been passed.
Description GAGEtrak looks up the gage’s description from its Gage record and displays it here (you can’t edit it in this screen).
Gage S/N This field displays the gage’s serial number; you can’t change it here.
Calib Freq After you mark the gage as having passed calibration, GAGEtrak displays the calibration frequency that you entered
in Gages. If you need to edit this value, do so in Gages.
Calibration frequencies are stored with the calibration record. This allows you to maintain a complete history of
calibration frequencies and how they might change over time.
Note: If you made a selection from the Gage Frequency Adjusting Interval section for this gage, whenever you enter
a new calibration record, GAGEtrak will automatically adjust the Calibration Frequency, according to the rules you
defined in the Adjusting Calibration Frequency Settings table. Please see the Administrator Guide for details.
Next Due This field stores the next due date for calibration, based on the calibration frequency. You must check the Pass
checkbox in order for GAGEtrak to show the next due date.
Note: If a gage has a calibration frequency of Usage or Cycles and the gage is not past due for calibration, you will
not be presented with a Next Due date – this field will remain blank until the gage needs to be calibrated.
Calibration Date Use this field to store the date of the calibration; it’s automatically set to the current date. You can change it until the
calibration record is saved.
Time Like the Date field, this field automatically displays the current time. If you change the time, enter it in this format:
HH:MM. This field is required.
Department In this field, select or enter the name of the department that used the gage before calibration.
By Select or enter the name of the person who calibrated the gage. This field automatically displays the name of the
current user, but you can change it.
Calibration Type In this field, enter the type of work being performed, such as calibration, repair or rebuild.
Results Enter any results or comments (typically used for attribute-type gaging or dimensional layouts). Enter calibration
measurements into the Measurements table (see below).
Action Required Enter any action that may be required, such as Send out for Repair.
As Found Choose the condition of the gage before calibration or adjustment. Select In for in-tolerance, Out for out-of-tolerance
Condition or New for a new instrument that has not yet been calibrated. Prior to calibration, all test points of the instrument
must be within tolerance to have the As Found Condition field set to In. You need this information only if you’ve
chosen Auto Adjust Calibration Frequency for this gage (see the Administrator Guide for details).
Calibration Status Select the final calibration status: Passed, Failed, Repaired or Limited.
Interval This is a non-editable field based on the Gage Frequency Adjusting Interval selection made for this record in the
Adjustment Gages -> Schedule tab.
Method

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 Pass You must check this box in order for the program to automatically calculate the next calibration due date (Calibration
Frequency + Calibration Date).
Note: The calibration Status field will disappear and cannot be edited once the calibration record has been passed.
Findings Use this memo field to describe any other pertinent information, such as visual inspection notes. You can scroll
through this field if you need more room for text.
Note: Your certificates of calibration will include this field.
Est Costs Projected calibration cost.
Cost To track your costs, enter any expenses related to this calibration (such as internal labor/material costs or outside
calibration service costs).
Hours There are two fields for hours. The gray Hours field will display the estimated hours that you entered for this gage in
Gage Entry. The white Hours field applies to this particular calibration. Enter the actual amount of time the calibration
required, or click the Start button to use the built-in calibration timer (see below).
Account No. Enter an account number or other tracking number associated with the cost (examples include a job, purchase
order, invoice or customer number).
Certificate No. Record the certificate number issued by the outside calibration provider or your company. You can use this field in
one of two ways: you can type in any alpha-numeric information you wish or you may use automatic numbering.
If you want to use automatic numbering, you must first set up your numbering in Setup -> Settings -> Automatic
Numbering. You can specify a numbering format and view the last number used.
Uncertainty This field is for the Uncertainty sum – input by user.
Coverage Factor k This multiplier is used to convert Combined Uncertainty to Expanded Uncertainty.
Deg of Freedom This is also called Effective Degrees of Freedom. If input on the Calibration form, this value will appear on the
Certificate of Calibration and on the Failure Notice reports.
Temperature, Enter the relevant environmental conditions for the calibration: Humidity, Temperature, Pressure or any other factor
Humidity, that may affect results. If you have an appropriate USB temperature and humidity sensor, you can double-click in
Pressure and the Temperature or Humidity controls to have the application read these values from the sensor.
Other
Select Label Design Choose the label design to print out the calibration record.
MSA Button To enter a study for the current gage, click the MSA button (MSA studies are explained in MSA Studies).
Graph Button To view an accuracy chart, click the Graph button.
Certificate Button If a calibration has been passed, select this button to view a summary or a detailed Certificate of Calibration report.
If the calibration record has not been passed, in essence the calibration has failed, you will be notified as such and
will be given the opportunity to print a Calibration Failure Notice report.
Gage Entry Button Use this button to switch to the Gage Entry record for the current gage.
View Label Button Generates the label based on the label design selected.
Print Label Button Sends the selected design for the label directly to the printer.

Calibration Timer Button

The Start button next to the Hours field times your calibration works like a stopwatch. When you’re ready to calibrate, just click
the Start button. Its name will change to Stop. When you’re finished, click Stop and GAGEtrak will automatically calculate the
hours for you. The timer is cumulative. This allows you to temporarily stop the timer and do something else. Just click the Stop
button to stop the timer and when you’re ready to resume, click the Start button again. The time is expressed in decimal hours
(the smallest unit of time is 0.01 hours, which equals 36 seconds):

Example 1: 0.25 hours = 0.25 x 65 minutes = 15 minutes

Example 2: 0.01 hours = 0.01 x 65 minutes = 0.6 minutes

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 Select Uncertainty Method / Budget
The Select Uncertainty Method / Budget form allows for the user to choose between using the Root Sum Uncertainty method,
choosing an existing Uncertainty Budget or to enter a value manually to determine how the Uncertainty in calculated for a
particular calibration. Simply click the […] button to the right of the Uncertainty field to bring up the Select Uncertainty Method /
Budget form and then follow the instructions within the form.

Field/Button Description
Calc Button To use the Root Sum of Squares method, click on the Calc button.
Clear Button If values need to be entered manually, click the Clear button. This will set the values in Uncertainty, Coverage factor
k, an d Degrees of Freedom controls to null and enable them, allowing user to enter values.
Select To the right of each Uncertainty Study listed is an unlabeled button allowing the user to choose that study for
Uncertainty calculating Uncertainty, Coverage Factor k and Degrees of Freedom. The values in the selected study will be used to
Study Button calculate each of the values. Note: An Uncertainty Budget must be created to utilize this function.

Select Label Design

Using the Select Label Design drop-down list, you can select and print a calibration label for the current record. You can use this
feature only if you’ve installed the optional GAGEtrak Calibration Label Kit printer and software.

The Calibration Label Kit prints durable, laminated, cut-to-length calibration labels. It includes a printer that attaches to your
PC’s serial or USB port so it won’t interfere with your default printer (available in desktop and network versions). It also includes
label design software, fonts, clip art and bar codes – features that let you use it for many other quality control and production
labeling applications. For more information about the kit, please contact CyberMetrics Corporation or your distributor.

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Calibrations – Measurements Tab

GAGEtrak supports multiple reference standards on each Test Point, so that measurements that utilize a combination of master
standards can be accurately documented, and also supports multiple tolerances within a single calibration. This permits
accurate tolerance recordings for gages or instruments that support multiple plus and minus tolerances.

You can use this screen to compare the actual before and after measurements of the gage with the standards that you use to
calibrate the gage.

Field/Button Description
Test Point ID GAGEtrak copies the Test Point IDs from the gage record.
Type Two types of calibration standards available: Variable ‘V’ or Attribute ‘A’. Select Variable for those standards that
have a value that you actually measure (such as 0.502 inches). Select Attribute for pass/fail or visual types of
checks. Selecting Attribute does not calculate accuracy of particular standard. GAGEtrak copies it from the gage
record, if entered, or you can select it here.
Units The program also copies the units of measurement from the gage record.
Minimum, GAGEtrak copies the Minimum, Nominal and Maximum values from the gage record.
Nominal, and
Maximum
Format Specify the format for the numeric display.
Before Enter the actual measurement observed before you adjust the gage. The button to the right of this field brings up
the Calibration Formula Listing; for more information, see Calibration Formula Listing.
After Next, enter the actual measurement observed after you adjust the gage. The button to the right of this field brings
up the Calibration Formula Listing; for more information, see Calibration Formula Listing.

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 Accuracy This field shows the accuracy value based on the before measurement (Before minus Nominal).
(Before)
Accuracy (After) In this field, you’ll see the accuracy value based on the after measurement (After minus Nominal).
Limited Use Based on the gage’s accuracy compared to its calibration standard, use this box to restrict the gage to limited use,
meaning that it shouldn’t be used for measurement of this particular range.
Reference This field stores the Gage ID of the reference standard, which is important for traceability back to a specific
Standard standard. You can manually enter the standard’s gage ID or select from a list of available standards (shown below)
by clicking the Edit Reference Standards button.

The list only lists gages that have an X in the Ref. Standard checkbox within the Gages -> Information tab.
A gage cannot be selected if a Reference Standard is past due for calibration. Gage ID of Standard is limited to
Reference Standards with no Due Date or Next Date Due in the future.
Next Due Date The reference standard’s next due date.
Uncertainty If you select the reference standard from the list, the uncertainty value will automatically display.
If you manually enter the standard, then enter its uncertainty value here. You can obtain this value from the
manufacturer; it’s expressed in units, such as percentage (0.5%), proportion (0.005), or measurement (0.0001
inch). You must enter units of the same value; otherwise, the calculated Uncertainty will be wrong.
NIST No The reference standard’s NIST number.

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Calibration Formula Listing
Use the Formula buttons next to the Before and After fields to help calculate a Before or After value if there is not a calibration
reading for the selected standard. The Calibration Formula Listing works like a calculator based on predefined or user defined
formulas, originally set in Calibration Utilities -> Formulas.

Select a predefined formula from the drop-down list. You will notice that the value present in the field is retained from the last
input for the selected formula calculation. Either retain the value or input a new value and click OK; the formula computes. You
will be reverted back to the Measurements form and the newly calculated value will have populated the field, which in turn helps
in computing the accuracy values. This value is editable. If the Add New button is clicked, the Formulas entry screen will open
for your use. Refer to Calibration Utilities -> Formulas for more information.

Calibrations – Procedures Tab

In this screen, you can see any calibration procedures that are attached to the gage record. Procedures are read-only in this
area. To edit procedures, go to Main Records -> Procedures.

The following table describes the fields in this area:

Field/Button Description
Gage ID The ID of the selected gage will appear in this field.
Description The description of the selected gage will appear in this field.
View/Print Button This button opens the procedure listing in Report Viewer; the report can be printed or exported.

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 Calibrations – Signature and Scans Tab
If your system administrator has enabled security, calibrations can be electronically signed or unsigned. If you are using the FDA
Edition of GAGEtrak, security is permanently enabled. Signatures are drawn from the User ID listing in the Setup -> Security ->
Users tab.

To sign a record, click the Sign button in the Calibrated By pane and then enter your User ID and Password; GAGEtrak will save
the signature and stamp it with the current date and time. The Approved By pane is signed in the same manner.

After signing is complete, the Sign button is replaced with an Unsign button. Click the Unsign button and enter your login
credentials; GAGEtrak will show that the record has been unsigned and stamp the record with the current date and time.

All signatures are recorded with the name of the signer, the date and time of the signature and the signature mode (whether the
calibration was signed or unsigned).

To use electronic signatures, security must be enabled. To do this:

1. Navigate to the Setup -> Settings -> Security tab and check the Enable Security checkbox; then select Application
Logon from the Logon Method drop-down list.
2. Click the Electronic Signature Login checkbox to require each user to login with a User ID and password whenever the
Sign or Unsign buttons are clicked. This feature helps prevent unauthorized signatures; if it is not activated, GAGEtrak
will automatically record the currently logged-in user as the signer when the Sign or Unsign button is clicked.

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Calibration Scans
GAGEtrak provides the option of scanning in certificates from TWAIN-compliant scanners to store with the calibration records.

If a calibration has been signed, the calibration scan feature will be disabled and the user will not be allowed to delete, edit or
create new scans. The files of the scanned pages still exist if a scanned record is deleted and you will need to delete this file
yourself using the File Manager supplied with your operating system. The user will, however, be able to view/print scans.

To begin scanning documents, click the Scan New button at the bottom of the Calibrations -> Signature and Scans tab. The
following form will open:

Your TWAIN device needs to be set before you can use the scan feature. Click the Select Scanner Device button; the Select
Source dialog will appear. Select the scanner from the list and then click the Select button; you will be returned to the Scan
Certificate window.
Now, set the pixel type (refer to your scanner literature for more information regarding pixel types), scanner interface and file
extension preferences and then click Scan. If the scanning is successful, the scanned image will be displayed, prompting you to
save the image and include a description if necessary. Verify that all users of this application have the ability to view the contents
of the file. This includes both access to the directory where this file is stored and having sufficient network security rights to
open the file.

When you close this form, the Calibration Scans pane of the Signature and Scans tab will display the new record including the
Scan Date, Description and File Path.

If you click the […] button, the application will look for the image and open it with the application that is registered for that file
type in the workstation’s registry. If GAGEtrak cannot find the application registered for the certificate’s file type, you will be
prompted to choose a different application; select an image-viewing or image-editing application; it will launch and open your
image file.

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 Calibrations – User Defined and Attachments Tab

The User 1 – User 20 fields can be used to store additional information; the field types and names can be customized in the
Setup -> Settings -> Interface -> Gage Custom sub-tab.

The lower portion of this window allows you to attach files (in various formats) to the calibration record. Click the […] button
to locate and select the desired file; the File (path) and File Description fields will be populated. The application will use the
registered application for that extension to determine what application will open the attached file.

Note: Verify that all users of this application have the ability to view the contents of this file. This includes both access to the
directory where this file is stored and having sufficient network security rights to open this file.

To view or print an attachment, select it (by clicking the box to the left of the file path) and click the View/Print button; to delete
an attachment, select it and click the Delete button.

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User Guide Chapter Eleven
MSA Suite
Overview
With MSA, you can assess your measurement systems using the statistical test procedures of repeatability, reproducibility, bias,
stability and linearity (collectively referred to as “MSA” studies). This feature saves time and prevents the mistakes that you
can make when you manually assess your measurement systems. You’ll soon find that it’s an essential tool for analyzing and
managing your MSA studies.

This feature was designed for calibration technicians, metrologists, inspectors and other quality control professionals who need
a convenient, easy-to-use method for documenting, tracking, and performing measurement systems analysis. The software is
based primarily on the techniques described in the AIAG MSA guide and other industry publications.

Before starting SPC, capability studies or any type of repetitive measuring, use MSA to make sure that your measurement
system can give you reliable measurements. Instructions for performing studies on your measurement system are given
throughout this chapter.

About the Manual, Software and Technical Support

The purpose of this guide is to help you learn how to operate the software. It’s not meant to be an authoritative guide on
conducting, analyzing and interpreting your gage MSA studies. Although this manual describes MSA study procedures, they are
simply the views as documented by various industry publications.

The software is simply a tool used to store data, calculate results and generate printed reports and charts. It does not determine
whether a measurement system is good or bad. As the user, this determination is your sole responsibility.

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 Important: The technical support available for this software is limited strictly to the operation of the software. We cannot
provide advice or support on interpreting results or charts. If you have interpretation questions, please consult your customer, a
statistician, or other qualified professional.

Validating the Software

This software has been tested, validated, and deemed suitable for release. Calculation validation was conducted using test
data with known results. However, you should still conduct your own validation tests using data with known results - those that
you calculate by hand or proven published values. When comparing the software results to your manually calculated results,
remember that you may find differences due to rounding errors. The software uses up to 17 significant digits of precision in all
intermediate calculations, rounding only the final results.

Terms and Definitions

Before using the GRR Module, you may want to familiarize yourself with these terms.

Bias
The difference between the observed average of measurements and the reference value is known as bias (sometimes called
accuracy; however, accuracy is a qualitative term that should be avoided when referring to bias). The reference value (accepted
reference value or master value) functions as an agreed-upon reference for the measured values. You can determine a
reference value by using a higher level of measuring equipment (such as metrology lab or layout equipment) to average several
measurements.

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Linearity
Linearity is the difference in the bias (accuracy) values through the gage’s estimated operating range.

Precision and Accuracy

Below, we’ll use a bull’s-eye target to describe the difference between precision and accuracy.
Accurate but not precise. Notice the readings are fairly well centered on the
target, but there is wide scatter

Precise but not accurate. You can see that the readings are all close to each
other, but are not centered on the target.

Precise and accurate. In this, the best condition, the readings are all close to
each other and centered on the target.

Precise and accurate are general qualitative terms that are not actually used in MSA studies.

Repeatability (Equipment Variation)

Gage repeatability is the measurement variation that occurs when one appraiser uses the same gage to measure identical
characteristics of the same parts.

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 Reproducibility (Appraiser Variation)
When different appraisers use the same gage to measure identical characteristics on the same parts, unexpected variation in
the average of these measurements is known as gage reproducibility.

Appraiser × Part Interaction

When reproducibility error varies from part to part, that is called Appraiser × Part Interaction.

Stability
When using a measurement system to evaluate the same characteristic on a master or part over an extended period of time, the
maximum change in bias is known as stability uncertainty (or drift).

Consistency
When using a measurement system to evaluate the same characteristic on a master or part over an extended period of time, the
maximum change in repeatability is known as consistency uncertainty (or drift).

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Variation Components
Equipment Variation (EV): Equipment Variation is an alternate term for repeatability, used primarily when we want to refer to
repeatability by initials, (EV).

Appraiser Variation (AV): Appraiser Variation is an alternate term for reproducibility, used primarily when we want to refer
to reproducibility by initials (AV). Although appraiser usually refers to an operator or technician, it can also mean different
instruments, or different plant locations, etc., or all of the above.

Interaction (INT): Interaction is short for Appraiser × Part Interaction, used when we want to refer to it by initials. (INT)

Gage Repeatability and Reproducibility (GRR): Gage Repeatability and Reproducibility is the RSS (root-sum-square) sum of the
equipment variation, appraiser variation and interaction; it is usually referred to as GRR, GR&R or Gage R&R.

Part Variation (PV): The part variation is the part of the total GRR study error that is due to the parts being measured.

Total Variation (TV): The total variation is the RSS (root-sum-square) sum of the gage repeatability and reproducibility (including
interaction, if available) and the part variation. Total variation is an estimate of process variation that can be used when process
variation is unknown.

Illustration of Gage Errors

The chart below illustrates several terms we have discussed. The three zigzag patterns show the pattern of Part Variation (PV),
as measured by three different Appraisers. These patterns vary a lot more than the control limits, which is good (the control
limits show the variation to be expected due to Repeatability (EV), if we always measured the same part). The three patterns
are not close in height, which is an error called Reproducibility (AV). The three patterns are not close in shape, which is an error
called Appraiser × Part Interaction (INT).

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 MSA Menu
In the main menu, click MSA Suite to see the list of available studies:

You can also run MSA by clicking the MSA button in Calibrations, though this restricts you to MSA studies for only that gage.

Gage R&R
GRR studies look at the ability of a calibrated gage to measure an actual part characteristic using real operators and production
conditions. GRR studies are specific to a part characteristic and can apply to multiple gages.

Study Types

Analysis of Variance (ANOVA)

This method gives the most information. If GRR % of TV or Tol is unsatisfactory you will be able to view EV, AV, INT and PV for
clues as to what should be done. This method is usually done with 2 or 3 Trials and 2 or 3 Appraisers and 10 parts.

Nested ANOVA Option

When this option is selected the program will assume non-replicable data where repetition takes place within a single group of
parts rather than the same part, i.e., a row of trials are measurements on the same part group, but not actually the same part.
For best results, within-group variation should be small (e.g., consecutive parts) and between-group variation should be large
(e.g., different batches, lots, or time periods). INT is not calculated. If between-group (Part) variation is significant, you may be
able to use regular ANOVA (also called crossed ANOVA); try it both ways, if you wish.

Gage R&R Method (Long-AIAG)

This method is the most familiar (it became popular pre-computer, for its ease of calculation). If GRR % of TV or Tol is
unsatisfactory you will be able to view EV, AV, and PV, but not INT, for clues as to what should be done. This method also
requires 2 or 3 Trials and 2 or 3 Appraisers, and is usually done with 10 parts.

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 Range Method (Short-AIAG)
This method is quick and easy. IF GRR % of TV or Tol is unsatisfactory it provides no clues as to why not. PV and TV will be
calculated only if you provide an external estimate of 6-sigma process variation or tolerance. This method is for one trial only,
and is usually done with 5 parts and two appraisers.

Information Tab

When you are ready to start entering your R&R measurements, click the tab for Appraiser A and enter the appraiser’s name
in the Appr A field. Next, click in the first column for Part 1. After you enter the measurement, press the Tab or Enter key and
your cursor will be blinking in the area for the first measurement for Part 2. Subsequent pressing of the Tab or Enter key after
entering the measurements will advance you to all of the parts and all of the trials for Appraiser. Click the tabs for Appraiser B
and Appraiser C (if required) and follow the same procedure.

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 If most of your measurements begin with the same numbers (such as 1.1651, 1.1650 and 1.1658), you can save time by
prefilling the measurements with those digits. In this case, click the Prefill button and then enter a prefill value of 1.165. Now
you need to enter only the last digit of each measurement. Before using this feature, enter the number of trials, appraisers and
parts for the study on the Information tab.

GRR Study Screens

The table below explains each of the fields in the Gage R&R screens:

Field/Button Name Description

Study Date This field shows the date of the study (defaults to the current date).
Gage ID Using the drop-down list box, select the ID of the gage.
Gage Desc. This field shows the name of the gage or measurement device.
Appraisers Select number of appraisers to be used for Prefill.
Trials Select number of trials to be used for Prefill.
Parts Select number of parts to be used for Prefill.
Study Type Select ANOVA (preferred), Long AIAG or Short-AIAG.
MSA Version Refers to the Measurement Systems Analysis Reference Manual published by AIAG. Use Version 4
for new studies. Existing Version 3 studies may be updated for new features by changing to Version 4.
Updates are reversible.
Nested ANOVA Appears only when ANOVA study type is selected. Select if trials are non-replicable.

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 Field/Button Name Description
Approved Select when study is approved
Comments Enter any comments you wish to note.
Number Format Select the format you want for calculations.
Co. Part No. You can enter your internal company part or job number in this field.
Part No. Select a related part number, such as the customer or supplier part number.
Part Desc. The description or name of the part appears in this field.
Characteristic Enter the characteristic that you’re evaluating in the study.
Specification Limits Be sure to enter the minimum and maximum Specification Limit values; otherwise, the software can’t
calculate the %tolerance values for your study.
6-Sigma Proc. Var. If you know the 6-Sigma Process Variation of the characteristic that you’re measuring, enter it here. This
causes the program to use this value instead of estimating part variation from your sample of study parts.
If you know the standard deviation of the characteristic (from SPC or Capability studies), multiply it by six
and enter the result here. See your Process Engineer, or Quality Engineer for help.
Pp (or Ppk) Target A process capability or performance target may be entered (typically 1.33 or 1.67). GAGEtrak will use it
to reduce Tolerance to be an estimate of Process Variation.

The program calculates these fields when you click the Calc button. (Blank rows result if you used a Study Type that cannot
calculate a particular row).

Row Name Description

EV Equipment variation (Repeatability)
AV Appraiser Variation (Reproducibility)
INT Appraiser × Part Interaction
GRR Combined variation for EV, AV, and INT.
PV Part-to-part Variation will be calculated and displayed from Total Variation TV. If Specification Limits have
been entered, PV will be separately calculated for the % of Tolerance column. The latter version will
display as % of Tol only.
Number of distinct MSA 4th Edition authorizes using number of distinct categories as a substitute for GRR%. The two
categories statistics are related in the same way that Fahrenheit and Celsius are two ways of measuring the same
property. Technically, there is no reason to use both measures at the same time. See “Interpreting
number of distinct categories” below for more information on how to interpret number of distinct
categories and why some people might prefer one or the other.
R bar The overall average range (relates to repeatability)
UCL-R Upper Control Limit for the range control chart. (If the range chart is out of control there will be “flags” on
the appraiser tabs to indicate likely typos or measurement mistakes).
Study Variation Total Variation as calculated from the parts in the study. It will only match the Total Variation shown below
if there was no entry in 6-Sigma Proc Var
Total Variation (TV) If there is an entry in 6-Sigma Proc Var, it will be divided by 6 and entered here. Otherwise Study
Variation will be used here. Total Variation represents 100% in the % of TV column.
Tolerance/6 (Tol) If there is an entry in Pp Target then Tolerance will be calculated from the specification limits, divided by
6Pp, and entered here. Otherwise Tolerance will be divided by 6. Tolerance/6 represents 100% in the %
of Tol column.

Column Name Description

Standard Dev Standard deviation (1s, not 5.15s) This is used for uncertainty calculations.
% Contribution (Proportion of Total Variation)2 This helps put things in perspective.
% of TV Percent of Total Variation This is the primary comparison tool.
% of Tol Percent of part Tolerance (based on 6s, not 5.15s). An alternate comparison tool

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 Interpreting GRR%
If you tend to think of gage improvement in terms of “reduced measurement variation” (reduced uncertainty), then you may
prefer GRR% over number of distinct categories, because with GRR%, reduced numbers are better.

Most manufacturing companies follow the Automotive Industry Action Group (AIAG) rules. If GRR as a percentage of Total
Variation (or % of Tolerance, whichever is more appropriate) is:

• Under 10% - the system is acceptable.

• Between 10% and 30% - you might need to further analyze the system to find the cause of the error.
• Over 30% - the system is not acceptable. You should perform further analysis on the system to find the cause of the
error. If you use Long AIAG, you will be able to view EV, AV, and PV for clues as to what should be done. If you use
ANOVA, You will be able to view EV, AV, INT, and PV for even more clues as to what should be done. It is important to
also view the charts.

Interpreting Number of Distinct Categories

If you tend to think of gage improvement in terms of “increased precision” (increased gage capability) then you may prefer
number of distinct categories over GRR%, because with number of distinct categories increased numbers are better. Number of
distinct categories, as the name suggests, can be visualized as categories or cells of an imaginary histogram chart.

For every value of GRR%, there is a corresponding value of number of distinct categories, in a format that is roughly proportional
to the reciprocal of GRR%. Technically, there is no reason to use both measures at the same time. Whichever format you prefer
will provide equally complete information. The table below shows selected values of number of distinct categories and the
corresponding values for GRR%.

Comparing number of distinct categories to GRR%

number 4.5 5 10 14 20 28 35
of distinct
categories
GRR% 29.9% 27.1% 14.0% 10.0% 7.0% 5.0% 4.0%

Reject Limit for number of distinct categories

The usual reject limit for number of distinct categories is 5, which corresponds to 27%GRR. If you think it is important to have a
reject limit that is closer to the AIAG specification limit of 30%GRR, then use number of distinct categories = 4.5 as a minimum.

Conversion Formula for number of distinct categories

The relationship is: number of distinct categories = 1.41((100/GRR%)2 – 1)0.5

For GRR% = 30, then number of distinct categories = 1.41((100/30)2 – 1)0.5 = 4.48
Note: This conversion formula is not used in GAGEtrak, but is presented here for information. If you want to verify the formula, just
compare it to results in GAGEtrak.

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Myths about number of distinct categories

1. Myth: By using the specified number of categories you can eliminate errors in sorting situations such as making a
histogram. Fact: There is always significant probability of a one-category sorting error, because measurements and
actual values can fall on opposite sides of a boundary. However, being off by two categories is highly unlikely with
number of distinct categories. That is as good as it gets, but “error free” is an exaggeration.
2. Myth: Number of distinct categories is at 97% confidence. Fact: Number of distinct categories is not related to any
particular confidence level except when it is calculated based on tolerance. When based on tolerance/6 compared to
GRR the confidence level is 99.73%. To see where ideas about 97% confidence (and truncation) started, look at the
second part of the next paragraph.

Want to Sort with number of distinct categories?

To actually use the specified number of categories for sorting into a histogram you would need to choose a width for the
categories. Since we now can calculate number of distinct categories from tolerance, you would likely prefer to round that
value to an integer, and divide it into tolerance. The resulting category width would cover the entire tolerance. The authors that
introduced number of distinct categories chose a (typically narrower) category width by truncating number of distinct categories
to an integer, and dividing it into the equivalent of a 97% confidence interval for part variation (4.34 PV). Either category width
would be suitable for practical use.

Printing the Study

To print the study, click the Print button; the following menu opens:

To print the study report, click the This Study button that’s in the Print section. To preview the study report on-screen, click the
This Study button that’s in the View section. Use the Data Sheet buttons to print or preview a blank data collection sheet you
can use to record measurements during the study.

If you want the two-page report (the second page is an analysis report that includes more detail), check the Include Analysis
Sheet checkbox.

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 Generating Charts
The GRR Module offers an extensive variety of charts to help you determine the causes of measurement error. To generate
a chart from your Gage R&R study, click the Charts button and the Gage R&R Charts menu will appear. If you find that the
calculate Y-Axis for the chart is not ideal for graphing your data, check the Manually Enter Y-Axis Range checkbox before you
click a chart button. This will allow you to determine the range used for that chart.

Printing or Sending Charts

Each chart can be printed or sent as an attachment via email; click the Print button in the report toolbar or the Email button in
the ribbon:

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Range Chart by Appraiser/Part (and by Part/Appraiser)
Using a standard range chart, this chart plots the ranges of each appraiser’s readings, including the average range and control
limits. You can choose to plot the data grouped by part or grouped by appraiser.

Example Range Chart - Appraiser/Part

Range Chart Interpretation

The Range chart can help you determine both statistical control in regard to repeatability and homogeneity of the measurement
process among appraisers for each part. Neither chart should show patterns in the data relative to the appraisers or parts. Out
of control points on this particular chart usually indicate typos or measurement mistakes. The suspect data will be flagged on
one of the Appraiser tabs.

Error Chart
The Error chart shows the individual deviations from the accepted reference values. GAGEtrak calculates the individual deviation
or error for each part according to the following formula:

Error = Observed Value – Average Measurement of the Part

Before you do any other statistical analysis, you should thoroughly screen the deviations for clear causes of variations that you
can ascribe to specific factors.

Look for any uniform patterns in your Error chart, including the following: one appraiser’s second (or third) set of readings is
consistently higher than his first; one appraiser’s average is higher than the other appraisers’ averages; and/or one part standing
out as more difficult to measure consistently.

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 Example Error Chart

Run Chart and Average Chart

Run Chart by Part

This chart plots the averages of each appraiser’s various readings, using part number as an index. The Run chart shows part
variation and can detect reproducibility and appraiser × part interaction error.

Example Run Chart

If the patterns are not at the same height there is a reproducibility error. If the patterns are not the same shape there is an
appraiser × part interaction error

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 Average Chart by Part
The Average chart is much like the Run chart, except that it also calculates the overall average and control limits. From this
chart, you can determine the measurement system’s acceptability.

Example Average Chart

The three zigzag patterns show the pattern of Part Variation (PV), as measured by three different Appraisers. These patterns
vary a lot more than the control limits, which is good (the control limits show the variation expected due to Repeatability (EV), as
if we always measured the same part). The three patterns are not close in height, which is called Reproducibility (AV) error. The
three patterns are not close in shape, which is called Appraiser × Part Interaction (INT).

Normalized Individuals Chart (by Part/Appraiser and by Appraiser/Part)

In this chart, the plotted data consists of the individual readings minus the overall average of the readings. The normalized
data is plotted grouped by appraiser or part number. This chart can help you determine reproducibility; consistency among
appraisers; occurrences of abnormal readings; and the interaction between the parts and appraisers.

Example Normalized Individuals Chart

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 Whiskers Chart
The Whiskers chart plots and connects the high and low data values and the average by part by appraiser. This chart helps
you see consistency among appraisers; occurrences of abnormal readings; and the interaction between the parts and the
appraisers.

Example Whiskers Chart

X–Y Plot of Averages by Size

This chart plots the averages of each appraiser’s various readings for each part, using the overall part average. If the appraisers
disagree on certain parts (Appraiser × Part interaction) this can help to determine whether that depends on part size.

Example X–Y Plot - Averages by Size

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Comparison X–Y Plots
In a Comparison X–Y Plot, the averages of each appraiser’s readings on each part are plotted against each other, using appraiser
as an index. This plot compares one appraiser’s readings to those of another appraiser. If the appraisers’ readings matched
perfectly, the plotted points would form a diagonal straight line.

Example Appraiser Comparison X–Y Plots

Scatter Plot
The Scatter Plot charts individual readings by appraiser by part to help you determine consistency among appraisers;
occurrences of abnormal readings; and the interaction between the parts and appraisers.

Example Scatter Plot

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 Repeatability Range Control Chart
Using a standard range chart, this chart plots the ranges of the readings by each appraiser, for each part, including the average
range and control limits. Appraiser groups the data, and lines connect the points for each appraiser.

Repeatability Range Chart Interpretation

The Range Control chart shouldn’t show data patterns relative to the appraisers or have any out-of-control points. An in-control
Range Control chart is a sign that the appraisers use the gage in the same way.

With the Range Control chart, you can determine whether repeatability is the same for all appraisers (the numerical methods do
not answer this question).

Example Repeatability Range Control Chart

Part Appraiser Average Control Chart

Using a standard average chart, the averages of each appraiser’s readings for each part are plotted, including the overall
average and control limits. Appraiser groups the data with lines connecting each appraiser’s points.

If half or more of the points are outside of the control limits, then the measurement system should be able to detect part-to-part
variation. If less than half is outside the control limits, it might be because the measurement system isn’t able to thoroughly
distinguish differences or because the part sample doesn’t represent the expected process variation.

Example Part Appraiser Average Control Chart

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Residual Plot by Size
The averages of each appraiser’s readings for each part are subtracted from each trial, and the residuals are plotted versus the
overall part average. There should be no discernible patterns on this chart. Any visible pattern would suggest that something is
wrong with the data, or the measuring system.

Gage R&R Formulas

Range (Short Form) Method

Values of d*2 for one trial

Parts 1 2 3 4 5 6 7 8 9 10
2 Appr’s 1.41421 1.27931 1.23105 1.20621 1.19105 1.18083 1.17348 1.16794 1.16361 1.16514
3 Appr’s 1.91155 1.80538 1.76858 1.74989 1.73857 1.73099 1.72555 1.72147 1.71828 1.71573

EV = Not calculated

AV = Not calculated

GRR = 1 ÷ d *2 × R

% GRR = 100 × GRR ÷ TV

or

%GRR = 100 × GRR ÷ (TOL ÷ 6)

where TV is (6σ Process Variation) ÷ 6

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 AIAG Gage R&R Method (Long Form)
*
Note K1, K2, and K3 are all equal to 1 / d 2

Equipment Variation (EV) – Repeatability

Trials 2 3
K1 0.8862 0.5908

%EV = 100 × (EV ÷ TV)

or, if comparing to tolerance:

Appraiser Variation (AV) – Reproducibility

Appr’s 2 3
K2 0.7071 0.5231

where n = # of parts, r = # of trials

Note: If a negative value results under the square root, the AV is reported as “0”.

%AV = 100 × (AV ÷ TV)

or, if comparing to tolerance:

Repeatability & Reproducibility (R&R)

R & R = (EV2 + AV2 )

or if comparing to tolerance:

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 Part Variation (PV)

Parts 2 3 4 5 6 7 8 9 10
K3 0.7071 0.5231 0.4467 0.4030 0.3742 0.3534 0.3375 0.3249 0.3146

Rp = Max Xp - Min Xp

Xp values are the averages of each measured part

Note: If you know the 6-Sigma Process Variation (from SPC or Capability studies), enter it into the Proc. Var. field.

If entered into the Gage R&R Study form, the software will calculate TV as:

and calculate PV as:

Total Variation (TV)

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 ANOVA Formulas

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135 User Guide Chapter Eleven MSA Suite GAGEtrak 7 User Guide
 Sample ANOVA Study
This section contains data and calculations for a sample ANOVA study. You can use this sample study as a model for your own
ANOVA studies.

Readings
Appraiser A

Part Trial 1 Square Trial 2 Square Sum Sum Square

1 0.65 0.42 0.60 0.36 1.25 0.78
2 1.00 1.00 1.00 1.00 2.00 2.00
3 0.85 0.72 0.80 0.64 1.65 1.36
4 0.85 0.72 0.95 0.90 1.80 1.62
5 0.55 0.30 0.45 0.20 1.00 0.50
6 1.00 1.000 1.00 1.00 2.00 2.00
7 0.95 0.90 0.95 0.90 1.90 1.80
8 0.85 0.72 0.80 0.64 1.65 1.44
9 1.00 1.00 1.00 1.00 2.00 2.00
10 0.60 0.36 0.70 0.49 1.30 0.85
7.14 7.13

Total = 16.55
SS Total = 14.27

Appraiser B

Part Trial 1 Square Trial 2 Square Sum Sum Square

1 0.55 0.30 0.55 0.30 1.10 0.65
2 1.05 1.10 0.95 0.90 2.00 2.00
3 0.80 0.64 0.75 0.56 1.55 1.20
4 0.80 0.64 0.75 0.56 1.55 1.20
5 0.40 0.16 0.40 0.16 0.80 0.32
6 1.00 1.00 1.05 1.10 2.05 2.10
7 0.95 0.90 0.90 0.81 1.85 1.71
8 0.75 0.56 0.70 0.49 1.45 1.05
9 1.00 1.00 0.95 0.90 1.95 1.90
10 0.55 0.30 0.50 0.25 1.05 0.55
6.65 6.03

Total = 15.35
Sum Square Total = 12.63

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 Appraiser C

Part Trial 1 Square Trial 2 Square Sum Sum Square

1 0.50 0.25 0.55 0.30 1.05 0.55
2 1.05 1.10 1.00 1.00 2.05 2.10
3 0.80 0.64 0.80 0.64 1.65 1.28
4 0.80 0.64 0.80 0.64 1.65 1.28
5 0.45 0.20 0.50 0.25 0.95 0.45
6 1.00 1.00 1.05 1.10 2.05 2.10
7 0.95 0.90 0.95 0.90 1.90 1.80
8 0.80 0.64 0.80 0.64 1.65 1.28
9 1.05 1.10 1.05 1.10 2.10 2.20
10 0.85 0.72 0.80 0.64 1.65 1.36
7.19 7.21

Total = 16.55
Sum Square Total = 14.40

Legend

AV = appraiser variation k = number of appraisers

AVLCL = appraiser variation lower control limit LCL = lower control limit
AVss = appraiser variation sum square MSap = appraiser x parts mean square
AVUCL = appraiser variation upper control limit MSerr = gage error mean square
CF = correction factor MSp = parts mean square
DF = degrees of freedom n = number of parts
CHI = CHI probability distribution PC = percent contribution
CHIINV = inverse of CHI probability distribution PV = part variation
DF = degrees of freedom PVLCL = part variation lower control limit
DFap = appraiser x parts degrees of freedom PVSS = part variation sum square
DFapp = appraiser degrees of freedom PVUCL = part variation upper control limit
DFerr = gage error degrees of freedom r = number of trials
DFp = parts degrees of freedom R&R = repeatability & reproducibility
EV = equipment variation RRLCL = R&R lower control limit
EVi = inverse of equipment variation RRSS = R&R sum square
EVLCL = equipment variation lower control limit RRUCL = R&R upper control limit
EVSS = equipment variation sum square S2 = sum square
EVUCL = equipment variation upper control limit SSap = appraiser x parts sum square
FINV = inverse of F probability distribution SSapp = appraiser sum square
F = F probability distribution SSerr = gage error sum square
I = interaction SSp = parts sum square
ILCL = interaction lower control limit TV = total variation
ISS = interaction sum square TVSS = total variation sum square
IUCL = interaction upper control limit UCL = upper control limit

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 Study Values

Parts Sum Square

1 3.40 11.56
2 6.05 36.65
3 4.80 23.04
4 4.95 24.50
5 2.75 7.56
6 6.10 37.21
7 5.65 31.92
8 4.70 22.09
9 6.05 36.65
10 4.00 16.00
Totals 48.45 247.08

Correction Factor for ANOVA

Appraiser Sum Square

Appraiser Mean Square

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 Parts Sum Square

Parts Mean Square

App. x Parts Sum Square

App. x Parts Mean Square

Gage Error Sum Square

Gage Error Mean Square

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 ANOVA Table

Source DF SS MS F F0.25
Appraiser 2 0.048 0.024
Parts 9 2.057 0.2286
App. x Parts 18 0.106 0.0059 4.5385 1.310
Gage Error 30 0.039 0.0013
Total 59 2.249

Components of Variance
Most of these values are calculated using values from an F-distribution table. You can find F-tables in most statistics manuals.

Sum Squares

Table S2
AV 0.00091
PI 0.03716
I 0.00223
EV 0.00129
RR 0.00444
TV 0.04165

Study Variation

Repeatability

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 Reproducibility

Part x Appraiser

GRR

Part to Part

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 Linearity, Bias and Uncertainty

Linearity & Bias Study

Linearity studies measure multiple reference standards throughout the operating range of the gage. Typically, bias is determined
at five different reference values. Ideally, bias will appear to be slightly above or below zero at each of the five reference values.
If bias is found to vary significantly from zero, the study will tell us whether it varies in a linear way (easy to compensate for) or a
non-linear way (more difficult to compensate for). Some gages are calibrated with custom-made masters, and there are only one
or two reference standards. If you don’t have at least three reference standards, you can do the study using “calibrated” parts,
e.g., have the parts measured by a more authoritative instrument such as a coordinate measuring machine. Then each part will
have a reference value. If enough reference standards are available, it is better not to use parts.

If a linearity study is to represent an entire family of gages, you may want to use a different gage for each reference value. Then
the repeatability of calibration will actually be GRR of calibration because it will include appraiser variation. (Appraiser variation
can refer to gages, operators, or laboratories) You could even use two technicians, by letting each do half of the trials.

Bias Only Study

When you only want to check bias at a single reference value, select the Linearity tab, Bias Only for study type. (You will still be
able to do Uncertainty, except for the Linearity contribution).

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Linearity

Enter three to five reference values in the Part Ref. Values area. The smallest reference values should be entered as 1 and the
largest reference values entered as 5. Click the Trials tab to begin entering the measurements for each size. Start with Column 1.
Press the Tab or Enter key to advance to the next measurement for Column 1 until all 12 measurements have been entered.
Follow the same procedure for the rest of the columns.

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 Trials Tab

The Linearity and Trials tabs contain these fields:

Field/Button Name Description

Study Date Enter the date of the study; this field defaults to the current date.
Gage ID Select the gage ID from the drop-down list box.
Gage Desc The name of the gage or measurement device appears in this field.
NIST No A number, traceable to NIST, for the reference standards or calibrated parts to be measured.
Study Type Choose Linearity & Bias, if you have 3 to 5 reference values. If there is only one reference value, choose
Bias Only.
MSA Version Refers to the Measurement Systems Analysis Reference Manual published by AIAG. Use Version 4
for new studies. Existing Version 3 studies may be updated for new features by changing to Version 4.
Updates are reversible.
Approved Select if study is approved.
Appraiser Enter the name of the person conducting the study.
Comments Use this field to enter any comments about this study.
Co Part No. Enter your internal company reference standard, part or job number, if relevant.
Part No. Select a related reference standard or part number, such as the customer or supplier part number, if
relevant.
Part Desc This field displays the description or name of the reference standard or part.
Characteristic In this field, enter the name of the characteristic you measured.
Specification Limits Be sure to enter the minimum and maximum Specification Limit values; otherwise, the software can’t
calculate the % tolerance values for your study.

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 Field/Button Name Description
Pp (or Ppk) Target A process capability or performance target may be entered (typically 1.33 or 1.67). GAGEtrak will use it
to reduce Tolerance to be an estimate of Process Variation.
6-Sigma Proc. Var. If you know the 6-Sigma Process Variation of the characteristic that you’re measuring, enter it here. It will
be divided by 6 and used for Total Variation TV.
Use Range Method for Bias If you want this option, select Yes from the drop down list. Otherwise, GAGEtrak uses standard deviation.
Number Format Choose desired format from the drop down list.
Percentage Format Choose desired format from the drop down list.
Part Reference Values 1–5 Enter three to five Part Reference Values for Linearity & Bias. Enter one for Bias Only Studies.
(required)
Trials 1-12 or 1-60 Enter 5 to 12 for each reference value or 5 to 60 for Bias Only studies (required).
(required)

Linearity Analysis Fields

Field Name Description
Average Bias per Part Average Bias for each reference value. Click the calc button to see this.
Predicted Bias The Bias predicted by the regression line. Click the calc button to see this.
Goodness of Fit A measure of how well the regression line fits the data points, on a scale of 0 to 1. Values near 1 fit
well. Values near 0 fit poorly. (In case of poor fit, the data must be evaluated graphically rather than
numerically).
Std Error The standard deviation of the regression (not the raw data).
SE % of TV The Standard Error divided by Total Variation. If this is large it can cause false acceptance of statistical
tests.
SE % of Tol The Standard Error divided by Tolerance/6. If this is large it can cause false acceptance of statistical
tests.
Intercept A coefficient of the regression equation, equal to predicted bias when the reference value is zero
(assuming the gage were capable of measuring zero).
Slope A coefficient of the regression equation, equal to the change in bias per unit of change in reference
value.
Coefficient Both Intercept and Slope are called Coefficients of the regression equation (Predicted Bias = b + a ×
Reference Value). Where a = Slope, and b = Intercept.
DF Degrees of Freedom (sample size –2) used to determine t critical.
t Stat Each coefficient is converted to a “t Statistic” so it can be compared to t Critical.
t Critical A 95% two-sided confidence limit for the t distribution. When the absolute value of either t Statistic is
larger than t Critical, the corresponding error is not acceptable.
Upper Fitted Confidence May not be less than zero.
Limit at worst point
Lower Fitted Confidence May not be greater than zero.
Limit at worst point

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 Printing the Linearity Study

To print the study report, click the This Study button that’s in the Print section. To preview the study report on-screen, click the
This Study button that’s in the View section. Use the Data Sheet buttons to print or preview a blank data collection sheet you
can use to record measurements during the study.

Viewing, Printing, and Sending Charts

Click on the Chart button and choose Linearity Chart or Histogram. Each chart has a button for Print and a button for Send (as
an email attachment). We’ll discuss each type of chart next.

Linearity Chart
To generate a Linearity chart, click the Chart button. You’ll see a plot of individual and average Bias versus Reference Value, as
well as a best-fit linear regression line and bow-tie-shaped confidence limits. To be acceptable, the zero Bias line must fit within
the confidence limits.

Example Linearity Chart

Histogram
The Histogram is discussed under Bias tab.

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Linearity Study Interpretation
The Goodness of Fit value (R2) of the linear regression line determines whether the biases and reference values have a good
linear relationship. This value will be a number between 0 and 1; the closer it is to 1, the better the linear relationship.

You can also evaluate goodness of fit by looking at the chart. If the fit is adequate, then apply three criteria:

1. The horizontal zero bias line on the chart should fit within the confidence limits.
2. The absolute value of the t Statistic for Slope should not be larger than t Critical.
3. The absolute value of the t Statistic for Intercept should not be larger than t Critical.

If the regression line does not fit well, do not apply the above criteria. Study the chart for evidence of non-linearity. Non-linearity
can be acceptable if bias per part is always near zero.

If a measurement system has significant linearity error, look for these possible causes:

1. Gage not calibrated properly at lower and upper ends of the operating range
2. Error in the minimum or maximum master
3. Worn instrument
4. Internal instrument design characteristics
5. Mistakes in measurement or typos

If there is significant linearity error that cannot be eliminated, you may be able to use the gage by using the regression equation
to correct future measurements. In the automotive industry, this requires customer permission.

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 Bias Tab
This tab analyzes the bias for Linearity & Bias, as well as Bias Only Studies. Enter Study Type and Part Reference values on the
Linearity tab and then enter data in the Trials tab before coming to the Bias tab.

Note: Bias studies using the control chart method are part of the Stability Module and are not included in this module.

The Bias tab calculates the following fields:

Field/Button Name Description

1-12 or 1-60 Individual Bias estimates for each trial in the study. For a Linearity and Bias study they are labeled 1-12
in each of 5 columns. For a Bias Only Study they are labeled 1-60.
Avg Bias The average of all the Bias estimates.
Std Error The standard deviation of Average Bias.
Lower The Lower 95% Confidence Limit. (Must not be greater than zero).
Upper The Upper 95% Confidence Limit. (Must not be less than zero).
DF Degrees of Freedom
St Dev Standard Deviation, the variability of the individual Bias estimates.
EV % of TV Equipment Variation (Standard Deviation) divided by Total Variation. If this is large it can cause false
acceptance of statistical tests.
EV % of Tol Equipment Variation (Standard Deviation) divided by Tolerance/6. If this is large it can cause false
acceptance of statistical tests.

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 Histogram
This chart is used to show the central tendency, spread and shape of the distribution of Bias values.

Example Histogram

Interpretation of Bias Tab

To be acceptable, the lower 95% confidence limit must not be greater than zero and the upper 95% confidence limit must not
be less than zero. If not acceptable, then the Histogram may identify outliers or patterns that provide clues. Possible causes are:

1. Gage not calibrated properly at lower and upper ends of the operating range
2. Error in the minimum or maximum master
3. Worn instrument
4. Internal instrument design characteristics
5. Mistakes in measurement or typos

Uncertainty Tab
Uncertainty refers to the potential variation of gage error that accumulates in the chain of calibrations from NIST through
various intermediate calibration labs to the final calibration of a “working gage” and its use in a production environment. At
each intermediate stage of calibration, the uncertainty increases because the input uncertainty will be combined with new
uncertainty contributors to create an output uncertainty that is always larger. Each uncertainty along the way is communicated
to the next link in the chain by a calibration certificate or test report. Each certificate maintains “traceability” to the original NIST
calibration by citing the NIST number. This system of traceability is important because, without it uncertainty would inevitably
grow to the point where customers and suppliers could not trust each other’s measurements.

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 To quote from ISO17025:

Reasonable estimation [of uncertainty] shall be based on knowledge of the performance of the method and on the scope and
shall make use of, for example, previous experience and validation data. Sources contributing to the uncertainty include, but are
not necessarily limited to, the reference standards and reference materials used, methods and equipment used, environmental
conditions, properties and condition of the item being tested or calibrated, and the operator.

The uncertainty contributors to be included are selected on the basis of judgment and knowledge of the measurement method.
Items selected are designated as “Type A,” which means derived from an MSA study, or “Type B,” which means some other
source such as a certificate, or an experience-based educated guess.

Keep in mind that uncertainty is not an estimate of gage error; it is the potential variability in gage error, i.e., the extent to which
gage error is unknown.

Here are some examples of potential uncertainty contributors, and where they come from. This is not an exhaustive list.

Uncertainty of Calibration (Type A)

Uncertainty Contributors Where Available
Linearity This Module
Bias This Module or the Stability Module
Resolution This Module or the Stability Module
Repeatability or GRR This Module or the Stability Module
Stability (of the reference standard) Stability Module (if the reference standard is a variable gage)
Consistency (of the reference standard) Stability Module (if the reference standard is a variable gage)
Hysteresis This is a side study, similar to linearity, but easy to do manually.

Uncertainty of Measurement (Type A)

These apply to working use of a gage, after calibration, for variable measurements.

Uncertainty Contributors Where Available

GRR or its components EV, AV and INT GRR Module
Stability (of the gage) Stability Module
Consistency (of the gage) Stability Module

General Uncertainty Contributors (Type B)

These may apply to both uncertainty of calibration and uncertainty of measurement.

Uncertainty Contributors Based On

Reference Standard Certificate
Temperature Difference Experience
Parallax Error Experience

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Details about each of these potential uncertainty contributors are given a few paragraphs below, in Background on Uncertainty
Contributors.

The Type A or Type B classification depends on whether you do a statistical study (A) or not (B). Thus, if you estimate stability
error without doing a study, it becomes Type B instead of Type A. Likewise, if you do a statistical study to determine the
uncertainty of temperature difference, it becomes Type A instead of Type B.

The task of determining uncertainty for a calibration or a laboratory measurement involves deciding which uncertainty
contributors are to be included and listing them on a form called an Uncertainty Budget or error budget. This form combines
all the contributors for you, using RSS root-sum-square addition, and calculates Expanded Uncertainty for use on certificates or
test reports.

Uncertainty Setup Sub-tab

The function of this sub-tab is to help you make decisions about which Uncertainty Contributors to include on the Uncertainty
Budget.

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 The columns are explained in the table below.

Column Description
Uncertainty Contributor The type of measurement error variation to be considered as a contributor.
Type Everything on this sub-tab is “Type A,” meaning it was determined from observation and statistics.
Plus or Minus The amount of plus or minus variation that was observed, expressed as a maximum deviation or a
standard deviation.
Probability Distribution The assumed pattern of variation for each type of error. See Background on Probability Distributions.
Based on The information or calculation that was used to determine the Plus or Minus value.
DF Degrees of Freedom. Think of DF as the “effective sample size” of the Plus or Minus value. This will be
less than the actual sample size, depending on the method of calculation. The Uncertainty Budget will
use DF to determine a “t Statistic.”
Include Select Yes or No to determine whether an item is to be included in the Uncertainty Budget. This is the
only column you can change.

The question of when to include an Uncertainty Contributor in the Uncertainty Budget is discussed in the table below.

Row When to include

Linearity, with Linearity and If Linearity was unacceptable use this estimate. (Even if you will not actually make a correction). This
Bias corrected estimate has been corrected for systematic error. You may use this choice at all times, but the next two
choices are also available.
Linearity, with Only Bias If Linearity was acceptable, and Bias was unacceptable you may substitute this estimate for the first
corrected choice. (Even if you will not actually make a correction). This estimate has been partially corrected for
systematic error, and is more conservative than the first choice.
Linearity, Uncorrected If Linearity and Bias were both acceptable you may substitute this estimate for the first choice. This
estimate is not corrected for systematic error, and is more conservative than the first choice.
Note: If you believe Linearity error is negligible and not relevant, you may select No for all three Linearity
choices.
Bias, corrected or not Include, unless it is not relevant.
Resolution Include, unless it is not relevant.
Repeatability, or GRR Include, unless it is not relevant. This would be GRR if there is more than one appraiser. For example if
this study will apply to a family of gages you could use a different gage for each reference value. Another
example would use one technician for half the trials, and another technician for the rest.

When your choices have been made, click Update Budget. This will partially fill out the Uncertainty Budget.

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Uncertainty Budget Sub-tab

Up to four rows will already have been filled in according to the choices you made in Uncertainty Setup. You may edit these
choices here, and doing so will not change Uncertainty Setup. To enter additional Uncertainty Contributors, select from the
drop-down list in an empty row. You may add to most of the drop-down lists. Just type an entry or modify an existing entry. The
added item will appear the next time you open this module.

Column Description
Uncertainty Contributor Select the type of measurement error to be included, or type in a new one.
Type Choose Type A if the Plus or Minus value will be based on statistical observations. Choose type B if this
is based on certificates, or experience.
Plus or Minus Enter the Plus or Minus variation caused by this contributor.
Probability Distribution Select a Probability Distribution from the drop-down list or key in a new one. See Background on
Probability Distributions below.
Divisor GAGEtrak will fill this in if it recognizes the Probability Distribution. You may change it. See Background
on Probability Distributions, below.
Sensitivity Coefficient If the Plus or Minus value is in the proper units, and applies directly, then use the default value of one.
If the units must be converted, or adjusted, insert the proper multiplier here. For example, the Plus or
Minus value might be in temperature units, and you wish to use length and the coefficient of thermal
expansion for this material to convert to millimeters.
Uncertainty Contribution This is the “standard uncertainty,” or standard uncertainty times the Sensitivity Coefficient. It will appear
when you click on the Calc button. You cannot change it.
DF For Type A items, insert the Degrees of Freedom here. If unknown, you may leave it blank (blanks will
be treated as infinite). Degrees of Freedom for Type B items are Infinite by default.

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 Click on the Calc button and GAGEtrak automatically calculates these fields.

Field/Button Name Description

t for 95% Confidence This is a multiplier that could be used to convert Combined Uncertainty to a 95% confidence limit. It is
based on the DF for Combined Uncertainty. It is here for comparison to Coverage Factor k.
Coverage Factor K This multiplier is used to convert Combined Uncertainty to Expanded Uncertainty. Most, but not all,
calibration certificates use a Coverage Factor of k = 2 for “approximately 95% confidence.” You can
change Coverage Factor k if you wish. Values of 1 or 3 are sometimes used, or a value equal to t for
95% Confidence. Coverage Factor k should be stated on calibration certificates.
Combined Uncertainty This is the total of the Uncertainty Contributors, added by the RSS root-sum-square method, i.e. They
are squared, summed, and the square root is taken.
DF for Combined Uncertainty This is also called “effective degrees of freedom.” It is used to calculate t for 95% Confidence. It is a
good idea to include this DF on calibration certificates.
Expanded Uncertainty This is the value to be included on applicable calibration certificates. Coverage Factor k should also be
included. DF (of Combined Uncertainty) is good to include also.

Background on Probability Distributions

Normal Distribution
The bell-shaped probability distribution occurs so frequently that it is named “Normal.” When a quantity is influenced by a
large number of variables (as is usually true), the pattern of variation will tend to be Normal. The Plus or Minus variability of this
distribution is expressed as some multiple of the standard deviation, such as 1s, 2s or 3s. When entering these Plus or Minus
values, choose Normal (1), Normal (2) or Normal (3) and GAGEtrak will select the appropriate Divisor to be used to convert to
a standard uncertainty (1s). When you run into something different, like 1.96 s, just enter Normal for Probability Distribution
and 1.96 for Divisor. When you run into total variation like 6s or 5.15s, you can enter Normal and specify a divisor of, say, 5.15.
You could also divide by two before entering the Plus or Minus value and enter a Divisor of 2.576. Note that GAGEtrak currently
displays and prints GRR value as 1s, but other software or old printouts of GAGEtrak GRR studies may have been using 5.15s.

Rectangular Distribution
This is the distribution of choice when you have no idea what the real distribution is. This distribution occurs when something
varies between limits, from one extreme to the other. An example would be air temperature as controlled by a thermostat. Enter
the plus or minus value as one-half the difference between the extremes. GAGEtrak will select a Divisor of 3 = 1.732. Note: For
temperature of solid objects see U-shaped Distribution below.

Triangular Distribution
This distribution occurs when two Rectangular distributions combine to form a third distribution. An example would be summing
a pair of dice. Choose this distribution when you believe a distribution is “not quite Normal.” Enter the Plus or Minus value as
one-half the difference between the extremes. GAGEtrak will choose a Divisor of 6 = 2.449.

U-Shaped Distribution
Choose this when you believe that the extremes are more likely than values at the center. An example would be temperature
of solid objects when controlled by a thermostat. The variation will resemble a sine wave when viewed on a time scale and
will produce a U-shape when viewed as a distribution. Enter the Plus or Minus value as one-half the difference between the
extremes. GAGEtrak will use a Divisor of 2 = 1.414.

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Background on Uncertainty Contributors
The following are not complete lists.

Uncertainty of Calibration (Type A)

Uncertainty Contributor Details
Linearity Use the maximum residual as a Plus or Minus value. This means the maximum of (observed value
minus the reference value minus any systematic error). The Probability Distribution is Rectangular.
Bias Use the Standard Error of the Average Bias. The Probability Distribution is Normal (1).
Resolution Use the smallest increment by which a measurement with this gage could increase or decrease.
The Probability Distribution is Rectangular. If you prefer to use half of the resolution, enter a
multiplier of 0.5 in the Sensitivity column.
Repeatability or GRR For Linearity & Bias studies, use the pooled standard deviation. For Bias Only Studies, use the
Standard Deviation of Bias. The Probability Distribution is Normal (1). GRR Studies are not ordinarily
used for this, but they can be. The Probability Distribution is Normal (1) for an updated study,
otherwise use Normal with a Divisor of 5.15. Linearity & Bias studies can be designed to use
multiple gages from a gage family, in which case the result will be GRR rather than Repeatability.
Both Linearity & Bias and Bias Only can be designed to use more than one appraiser. For example
by having two appraisers do six trials each.
Hysteresis Use the maximum difference between upscale and downscale readings on the same artifacts. This
test should cover the full range of the gage. For example, gently add weights to a scale, one at a
time, until you get to the full range, then gently remove the weights one at a time. Record readings at
each step. The weights don’t have to be known values. The Probability Distribution is Rectangular.
Stability (of the reference Include this item if the reference standard is a variable gage, and if a Stability study shows instability
standard) of the X bar chart. See the next table for instructions. The Probability Distribution is Rectangular.
Consistency (of the reference Include this item if the reference standard is a variable gage, and if a Stability study shows instability
standard) of the s chart. See the next table for instructions. The Probability Distribution is Normal (1).

Uncertainty of Measurement (Type A)

These apply to working measurements made after calibration.

Uncertainty Contributor Details

GRR, or its components EV, These are available in GRR studies. In this version of GAGEtrak the Probability Distribution is Normal
AV, and INT (1). Other sources, or old printouts, may require a Divisor of 5.15.
Stability (of the gage) Include this item when a Stability study shows instability. Use the maximum shift or drift that occurs
on an X bar chart. This can be done by ignoring where the centerline of the limits is currently drawn
on the chart, and imagining the limits were centered around the variation at the beginning of the
chart. Then imagining that the limits were centered around the variation at the point of maximum shift
or drift. Use the difference between the two imaginary centerlines as the Plus or Minus value. The
Probability Distribution is Rectangular.
Consistency (of the gage) Follow the instructions for Stability, but do it with the s chart, when the s chart is unstable. The
Probability Distribution is Normal (1).

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 General Uncertainty Contributors (Type B)
These apply both to uncertainty of calibration and uncertainty of measurement.

Uncertainty Contributor Details

Reference Standard Use the Expanded Uncertainty from the reference standards’ incoming calibration certificate.
Expanded Uncertainties are usually Type B, and the Probability Distribution is usually Normal (2).
Look for the Coverage Factor k, and DF. Use k as the Divisor. If DF is furnished, enter it and consider
choosing Type A.
Temperature Difference There are multiple kinds of uncertainty that result from materials and gages not being exactly at
20°C (68°F). Estimate the Plus or Minus values based on experience, and calculate a Sensitivity
Coefficient using the length and coefficient of thermal expansion. The Probability Distribution is
usually U-shaped. (Although it was long thought to be Rectangular.)
Parallax This variable occurs when a pointer or indicator mark is not in the same plane as the dial face or
scale, and the dial face or scale is not perpendicular to the appraisers’ line of site. (Recall trying to
read a speedometer from the passenger seat). The Probability Distribution is usually Rectangular.

More Information on Uncertainty

For detailed and authoritative information about uncertainty, we recommend consulting NIST Technical Note TN1297. It meets
all applicable ISO and ANSI Standards and is more specific than the standards. Lots of examples are good too, and for that we
recommend European Accreditation publication EA-4/02. Information on how to calculate Plus or Minus values for specific
Uncertainty Contributors comes from the NIST/ SEMATECH e-Handbook of Statistical Methods. See Other Techniques/
References at the end of the MSA chapter for details on how to download or view these free publications.

Linearity Formulas
x = reference value

y = observation – x

b = intercept

a = slope

m = subgroup size

g = number of subgroups

ŷ = predicted bias
R2 = goodness of fit

SE = standard error of linearity

df = degrees of freedom

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 Bias Formulas

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Uncertainty Formulas
p = plus or minus value

d = divisor

c =sensitivity coefficient

ui = individual uncertainty contribution

dfi = individual degrees of freedom

uc = combined uncertainty

dfc = combined (effective) degrees of freedom

k = coverage factor

U = expanded uncertainty

df for uncertainty of linearity are not specified in the usual literature. GAGEtrak uses the df from d *2 row 1.1 as a reasonable
estimate. The following Weibull approximation of df from d *2 row 1.1 is used for gm > 20:

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 Stability (and Bias)
When we choose a calibration frequency of, say, every 6 months it is in the assumption, or hope, that the gage calibration
will remain stable for that length of time. A Stability Study verifies this assumption to see if it is true. Plotting a control chart of
calibration, for a particular reference standard, does this. For example, we could check a 1 inch gage block 3 times and do this
once a week for 25 weeks, or once every two weeks for 50 weeks. (Automotive requirements call for a minimum of 25 data
points to establish stability).

During the study, adjustments are not usually made unless there is an instability signal. Instability signals include 1 point out of
limits, 2 points out of 3 beyond 2/3 of a limit, or 7 points in a row on the same side of the central line (some industries use 8
or 9 points in a row). See one of the references on statistical process control (SPC) for more information. The X bar, or X, chart
detects changes in bias. If these charts are stable it means the bias did not change and GAGEtrak can calculate the bias (as
long as you are able to enter a reference value for the reference standard or retained sample that was used). If the chart shows
a shift or drift in bias, the amount of change (estimated visually) is the Stability contribution to uncertainty. Note: if bias was not
stable, the estimate of bias in this study should not be used.

The R, s and MR charts detect changes in repeatability of calibration. If the chart shows a shift or drift in repeatability, the
amount of change (estimated visually) is the Consistency contribution to uncertainty.

Information Tab

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Each of the fields in the Information tab screen is explained in the table below.

Field/Button Name Description

Study Date Enter the date of the study; this field defaults to the current date.
Gage ID Select the gage ID of the measurement device.
Gage Desc. In this field, you’ll see the name of the gage or measurement device.
Study Type GAGEtrak automatically sets this field to “Stability”.
Appraiser Enter the name of the person conducting the study.
MSA Version Refers to the Measurement Systems Analysis Reference Manual published by AIAG. Use Version 4
for new studies. Existing Version 3 studies may be updated for new features by changing to Version 4.
Updates are reversible.
Approved Select if study is approved.
Comments Use this field to enter any comments.
Co. Part No. Enter your internal company reference standard, part or job number, if relevant.
Part No. Select a related reference standard or part number, such as the customer or supplier part number, if
relevant.
Part Desc. This field displays the description or name of the reference standard or part.
Characteristic In this field, you’ll see the characteristic that you’re evaluating.
Specification Limits Be sure to enter the minimum and maximum Specification Limit values; otherwise, the software can’t
calculate the % tolerance values for your study.
Pp (or Ppk) Target A process capability or performance target may be entered (typically 1.33 or 1.67). GAGEtrak will use it
to reduce Tolerance to be an estimate of Process Variation.
6-Sigma Proc. Var. If you know the 6-Sigma Process Variation of the characteristic that you’re measuring, enter it here. It
will be divided by 6 and used for Total Variation TV.
Number Format Select the format you want for calculations.
Percentage Format Select the format you want for calculations.
Resolution Enter the resolution of the gage. This controls the minimum resolution of the Histogram chart.
Reference Value The value of the reference standard used in the study. (Used to calculate Bias).
Use Range Method If selected, bias statistics will be calculated from an R chart, otherwise the RMS standard deviation will
be used.
Use Historic? If selected, control limits will be calculated from historic values of X bar and sigma.
Historic X Bar If available, enter a known value for the grand average. (This might be known from a Linearity or Bias
study or from a previous Stability study).
Historic Sigma If available, enter a known value for the standard deviation. (This might be known from a Linearity or
Bias study or from a previous Stability study).

To see the following fields, enter data on the Data tab and click the Calculate button. These estimates should not be used
unless the control charts have been confirmed to be stable. If the charts discussed below do not appear stable, the following
estimates will be incorrect.

Field/Button Name Description

Bias, if stable The bias of the gage.
Standard Error The variability of the bias estimate.
Lower The lower 95% confidence limit of Bias. This will be unacceptable if greater than zero.
Upper The upper 95% confidence Limit for Bias. This will be unacceptable if less than zero.
df Degrees of freedom for the Standard Deviation and Standard Error.
Standard Dev Standard Deviation. The repeatability of individual measurements.

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 Creating an Uncertainty Budget for Bias by Control Chart Method

Go to the Linearity, Bias and Uncertainty module and set up the Linearity tab. Choose Study Type Bias Only and enter 0 as a
single reference value (or you can do a linearity study with real data if you prefer). Indicate in Comments that Bias values will
come from the Stability module and specify study date. Enter a column of 5 zeros in trials. Then setup an Uncertainty Budget
like this:

To complete the Uncertainty Budget, enter the following from the Stability module.

1. For Bias, enter Standard Error as the Plus or Minus value and df.
2. Enter Resolution; if you want to use half, enter 0.5 as a Sensitivity Coefficient.
3. For Repeatability, enter Standard Dev as the Plus or Minus value and df.
4. Enter any additional items you wish and press Calc.

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Data Tab
To add stability sub group measurements, click on the first row in the Sub Group table. Each sub group row represents the
values of the repeated master (or master part) measurements that you make. You must use the same number of readings for
each sub group of measurements; for example, you shouldn’t use a sample size of five repeated readings on your first sub
group and then use only three repeated readings on your second sub group. Add additional sub groups to the rows following the
first sub group row.

Note: Subgroup sizes of 3 to 5 are common for stability studies. GAGEtrak can accommodate subgroup sizes of 1 to 10.

The subgroup record fields are explained below (use the table’s horizontal scroll bar to view the fields on the right side of the
table).

Field Name Description

Sub # Use this number to identify the subgroup; usually you will start with 1, then go to 2, then 3, and keep
using consecutive numbering. However, you can also use letters, such as M-01, M-02 and M-03.
Date In this field, enter the date on which you measured the repeated readings.
1 through 10 Enter the actual measurements taken on the master (or master part). For example, if you’re taking a
sample size of three repeated readings, enter the first reading in field 1, the second in field 2, the third
in field 3. In this example, the subgroup size is five, so fields 6 through 10 remain blank.
R In this field, you’ll see the range for the sub group (the largest reading minus the smallest reading). This
value is calculated; you cannot change it.
S GAGEtrak calculates the standard deviation for the sub group (only when the sub group size is two or
more). You can’t change this value.

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 Field Name Description
Xbar ( X ) In this field, you’ll see the average (arithmetic mean) for the sub group. This value is calculated; you
can’t change it.
MR In this field you’ll see the Moving Range between this subgroup average and the previous subgroup
average. This will be blank for the first subgroup.
Notes Record any comments in this field.

Printing the Stability Study

To print the study, click the Print button and a Print menu will appear, as shown here:

To print the study report, click the This Study button that’s in the Print section. To preview the study report on-screen, click the
This Study button that’s in the View section. Use the Data Sheet buttons to print or preview a blank data collection sheet you
can use to record measurements during the study.

Viewing Stability Control Charts

To view a Stability Control chart, click the Chart button and then choose which chart you want. Each choice shows a pair
Control Charts, except for the Histogram. The top chart detects changes in bias, and the bottom chart detects changes in
repeatability. For interpretation, the program draws control limits and average lines on each chart.

Printing or Sending Charts

Each chart has a button for Print and a button for Send (as an email attachment).

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 X bar & R Charts (Gage R&R Charts)
These charts will be familiar to many users because they are used extensively in manufacturing. They work best for small
subgroup sizes, and are not recommended for subgroup sizes of 9 or 10. They do not work for a subgroup size of 1.

Example Stability Control Chart

X bar & s Charts (Average and Standard Deviation Charts)

These charts work well for subgroup sizes of 2 and up. They do not work for a subgroup size of 1.

X & MR Charts (Individual and Moving Range Charts)

These charts work for a subgroup size of 1 and up. Control Limits are based on variation between subgroups rather than variation
within subgroups. The ability to use a subgroup size of one allows use for destructive or non-replicable measurements. See
Chapter 4 of Measurement Systems Analysis, Third Edition (MSA3) for more information and other applications. For subgroups
sizes larger than 1, the other charts are usually preferred but if their limits seem too tight or too loose then use X & MR.

Note: Despite the name “Individual Chart,” when the subgroup size is greater than 1, averages are plotted).

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 Histogram
This chart is used to show the central tendency, spread, and shape of the distribution.

Example Histogram

Calculated Control Chart Fields

These are calculated from the data, unless you specified to use historic values for X bar and Sigma.

Field Name Description

UCL Upper Control Limit for mean or range, etc.
AVG Average mean, or average range, etc.
LCL Lower Control Limit for mean or range, etc.

Control Chart Formulas

m = subgroup size (number of observations in sub group)

g = number of subgroups

X = individual sample measurement

X0 = reference value

R = Range

X= subgroup average

s = subgroup standard deviation

σ̂ = repeatability standard deviation

SE = standard error of bias

A2, A3, B3, B4, C4, d2, D3, D4 = control chart constants based on value of m, as shown in the table below:

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 m A2 A3 D3 D4 c4 B3 B4
2 1.87997 2.658679 0 3.267 0.797885 0 3.267
3 1.02333 1.954410 0 2.574 0.886227 0 2.568
4 0.72865 1.628102 0 2.282 0.921318 0 2.266
5 0.57682 1.427299 0 2.115 0.939986 0 2.089
6 0.48325 1.287128 0 2.004 0.951533 0.030 1.970
7 0.41928 1.181916 0.076 1.924 0.959369 0.118 1.882
8 0.37253 1.099096 0.136 1.864 0.965030 0.185 1.815
9 0.33670 1.031661 0.184 1.816 0.969311 0.239 1.761
10 0.30826 0.975350 0.223 1.777 0.972659 0.284 1.716

m d *2 Table (g.1 row is df, g.2 row is d *2 )

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 g 2 3 4 5 6 7 8 9 10
1.1 1.0 2.0 2.9 3.8 4.7 5.5 6.3 7.0 7.7
1.2 1.41421 1.91155 2.23887 2.48124 2.67253 2.82981 2.96288 3.07794 3.179905
2.1 1.9 3.8 5.7 7.5 9.2 10.8 12.3 13.8 15.1
2.2 1.27931 1.80538 2.15069 2.40484 2.65438 2.76779 2.90562 3.02446 3.12869
3.1 2.8 5.7 8.4 11.1 13.6 16.0 18.3 20.5 22.6
3.2 1.23105 1.76858 2.12049 2.37883 2.58127 2.74681 2.88628 3.00643 3.11173
4.1 3.7 7.5 11.2 14.7 18.1 21.3 24.4 27.3 30.1
4.2 1.20621 1.74989 2.10522 2.36571 2.56964 2.73626 2.87656 2.99737 3.10321
5.1 4.6 9.3 13.9 18.4 22.6 26.6 30.4 34.0 37.5
5.2 1.19105 1.73857 2.09651 2.35781 2.56263 2.72991 2.87071 2.99192 3.09808
6.1 5.5 11.1 16.7 22.0 27.0 31.8 36.4 40.8 45.0
6.2 1.18083 1.73099 2.08985 2.35253 2.55795 2.72567 2.86680 2.98829 3.09467
7.1 6.4 12.9 19.4 25.6 31.5 37.1 42.5 47.6 52.4
7.2 1.17348 1.72555 2.08543 2.34875 2.55465 2.72263 2.86401 2.98568 3.09222
8.1 7.2 14.8 22.1 29.2 36.0 42.4 48.5 54.3 59.9
8.2 1.16794 1.72147 2.08212 2.34591 2.55208 2.72036 2.86192 2.98373 3.09039
9.1 8.1 16.6 24.9 32.9 40.4 47.7 54.5 61.1 67.3
9.2 1.16361 1.71828 2.07953 2.34370 2.55013 2.71858 2.86528 2.98221 3.08896
10.1 9.0 18.4 27.6 36.5 44.9 52.9 65.6 67.8 74.8
10.2 1.16514 1.71573 2.07746 2.34192 2.54856 2.71717 2.85898 2.98100 3.08781
11.1 9.9 20.2 30.4 40.1 49.4 58.2 66.6 74.6 82.2
11.2 1.15729 1.71363 2.07577 2.34048 2.54728 2.71650 2.85791 2.98000 3.08688
12.1 10.7 22.0 33.1 43.7 53.8 63.5 72.6 81.3 89.7
12.2 1.15490 1.71189 2.07436 2.33927 2.54621 2.71504 2.85702 2.97917 3.08610
13.1 11.6 23.8 35.8 47.3 58.3 68.7 78.6 88.1 97.1
13.2 1.15289 1.71041 2.07316 2.33824 2.54530 2.71422 2.85627 2.97847 3.08544
14.1 12.5 25.7 38.6 51.0 62.8 74.0 84.7 94.9 104.6
14.2 1.15115 1.70914 2.07213 2.33737 2.54452 2.71351 2.85562 2.97787 3.08487
15.1 13.4 27.5 41.3 54.6 67.2 79.3 90.7 101.6 112.1
15.2 1.14965 1.70804 2.07125 2.33661 2.54385 2.71290 2.85506 2.97735 3.08438
16.1 14.3 29.3 44.1 58.2 71.7 84.5 96.7 108.4 119.5
16.2 1.14833 1.70708 2.07047 2.33594 2.54326 2.71237 2.85457 2.97689 3.08395
17.1 15.1 31.1 46.8 61.8 76.2 89.8 102.8 115.1 127.0
17.2 1.14717 1.70623 2.06978 2.33535 2.54274 2.71190 2.85413 2.97649 3.08358
18.1 16.0 32.9 49.5 65.5 80.6 95.1 108.8 121.9 134.4
18.2 1.14613 1.70547 2.06917 2.33483 2.54228 2.71148 2.85375 2.97613 3.08324
19.1 16.9 34.7 52.3 69.1 85.1 100.3 114.8 128.7 141.9
19.2 1.14520 1.70480 2.06862 2.33436 2.54187 2.71111 2.85341 2.97581 3.08294
20.1 17.8 36.5 55.0 72.7 89.6 105.6 120.9 135.4 149.3
20.2 1.14437 1.70419 2.06813 2.33394 2.54149 2.71077 2.85310 2.97552 3.08267
d2 1.12838 1.69257 2.05875 2.32593 2.53441 2.70436 2.84720 2.97003 3.07751
cd 0.8765 1.8150 2.7378 3.6230 4.4658 5.2673 6.0305 6.7582 7.4539

For g > 20 use d2, and estimate df with the constant difference cd.

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Attribute Risk Analysis
Attribute gages produce binary outputs like pass or fail and zero or one. To perform this study, you need to select fifty parts
with a range of measurement values that extends all the way from out of specification at the lower specification limit to out of
specification at the upper specification limit. You will need three appraisers who check each part in random order and then
check them all again in a different random order, for a total of 3 trials per appraiser.

This procedure is similar to a study in previous versions of GAGEtrak called the Short Attribute study. The Short Attribute study
involved only twenty parts and published requirements called for perfect agreement. New requirements allow a modest amount
of disagreement within or between appraisers.

Gage theory tells us that a part made exactly on a specification limit would have a fifty-fifty chance of being accepted by
a perfect gage that has no bias. This is true for both attribute and variable gages. (For customer protection, attribute gage
manufacturers deviate from theory and shoot for slightly less than 50% acceptance at the specification limit).

Because all gages, attribute and variable, have repeatability and reproducibility problems, parts made too near a specification
limit will experience inevitable disagreements between and within appraisers.

This module will compare pairs of appraisers and perform hypothesis tests to determine if there is sufficient agreement. If a
variable gage is available that can check the same parts, GAGEtrak will compare attribute and variable decisions and calculate
gage repeatability and reproducibility (GRR) for the attribute gage. If variable measurements are not feasible, you can substitute
attribute reference values from an authoritative attribute source (the customer, perhaps).

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 Information Tab

The Information tab contains these fields and buttons:

Field/Button Name Description

Study Date This field defaults to the current date, but you can change it.
Gage ID Select the ID code for the gage you’re using in the study.
Gage Desc Once you select a gage ID, the gage’s description will appear in this field.
Study Type Risk analysis is already internal here. You can’t change it.
MSA Version Refers to the Measurement Systems Analysis Reference Manual. Use Version 4 for new studies. Existing
Version 3 studies may be updated for new features by changing to Version 4. Updates are reversible.
Pass Value Enter the code to be used for Pass (like 1 or P) letters and numbers are accepted
Fail Value Enter the code to be used for Fail (like 0 or F) letters and numbers are accepted
Number Format Select the format you want for calculations.
Comments Enter any comments, such as the Gage ID of a variable gage to be used for cross checking.
Co. Part No. Enter your internal company part or job number.
Part No. Select, or enter the number of the part used in the study.
Part Desc. After you select the part number, its part description appears in this field.
Approved Select if study is approved.
Upper Limit The upper specification limit for the part. If attribute data will be used for reference values, enter a numerical
code for Pass Value (e.g., 1), see above, and enter a slightly larger value for Upper Limit (e.g., 1.5).
Lower Limit The lower specification limit for the part. If attribute data will be used for reference values, enter a numerical
code for Pass Value (e.g., 1), see above, and enter a slightly smaller value for Lower Limit (e.g., 0.5).
Pp (or Ppk) Target If variable data will be used for reference values, a process capability or performance target may be entered
(typically 1.33 or 1.67). GAGEtrak will use it to reduce Tolerance to be an estimate of Process Variation.
6-Sigma Proc. Var. If variable data will be used for reference values, and you know the 6-Sigma Process Variation of the
characteristic that you’re measuring, enter it here. It will be divided by 6 and used for Total Variation TV.
GRR If the variable gage has a known GRR for this part characteristic, enter it here. Note: The program needs
standard deviation multiplied by 6. Do not use percent.
Percentage Format Select the format you want for calculations.

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Input Tab

The Input tab contains these fields and buttons:

Field/Button Name Description

Appraiser A, B and C In these fields, enter the name of each appraiser.
Appraiser 1-50 Enter the appraiser’s measurement results in these fields.
Decision 1-50 The Pass or Fail Decision made by the Reference Value will appear after you click the Calc button.
Reference Value 1-50 Enter measurements from a variable gage or rating system. If variable measurements are not feasible
you may substitute numerical codes (like 0 and 1) from attribute decisions by an authority (the
customer, for example).
Code 1-50 If GRR was entered for the variable gage, parts too close to the limit for consistent decisions are coded
“near limit,” after you click on the Calc button.
Appraiser Signal Parts that appraisers made mixed decisions about are coded “mixed” after you click on the Calc button.
Prefill You can use the Prefill feature to fill all measurements with the code for Pass (or Fail) if convenient.
Calc After you enter all of the measurements, click this button to see the results of your study.
Print If you want to print the study, click this button.

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 Crosstabs Tab

Appraiser vs. Appraiser

In the upper set of sub-tabs, the tables compare appraisers to each other two at a time, using a method called Crosstabulation.

Appraiser vs. Ref. Value

In the lower set of sub-tabs, the tables compare each appraiser to the variable gage.

The Crosstabs tab has these fields and buttons:

Field/Button Description
A*( ) Crosstabulation Select which pair of Appraisers you want to evaluate.
Count The number of times the two selected Appraisers voted a particular way. For example, suppose there
were 6 times A said Fail and B said Pass.
Expected The number of times we would expect a particular vote combination to occur based on the totals.
Totals The totals for each column and row.
Kappa The Kappa statistic measures agreement, on a scale of zero to one. Over 0.75 is considered good,
under 0.40 is considered poor.

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Effectiveness Tab

The following fields and buttons are available; and apply to each column in which they appear. There are comparisons of each
appraiser to themselves, each other, and the reference values from the variable gage.

Field/Button Description
Total Inspected Number of parts inspected.
# Matched Number of parts with consistent ratings.
False Negative Number of parts that were consistently rejected by the appraiser and accepted by the variable gage.
False Positive Number of parts that were consistently accepted by the appraiser and rejected by the variable gage.
Mixed Number of parts where an appraiser had inconsistent results.
95% UCL A 95% Upper Confidence Limit for the Effectiveness score.
Effectiveness Percent of parts that consistently matched. This number should be within the confidence bounds for
the other appraisers.
95% LCL A 95% Lower Confidence Limit for the Effectiveness score.

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 Miss Rate Analysis Tab

The following fields compare each appraiser to the reference value from a variable gage. The system column compares the
appraisers, as a group, to the reference values from the variable gage.

Miss Rate per Trial

Field/Button Description
Effectiveness per trial The percent of trials that agreed with the variable gage.
False Negative The percent of trials that rejected when the variable gage accepted.
False Positive The percent of trials that accepted when the variable gage rejected.
Total All the percentages add up to 100%.

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 Miss Rate Per Part
Field/Button Description
Effectiveness per part The percent of parts that consistently matched the variable gage.
False Alarm Rate The percent of parts that were accepted by the variable gage and had at least one rejection by the
appraisers.
Miss Rate per Part The percent of parts that were rejected by the variable gage and had at least one acceptance by the
appraiser(s).
Total The percentages add up to 100%.

Study Effectiveness Summary

Field/Button Description
Effectiveness per Part The percent of parts that consistently matched the variable gage.
False Alarm Rate per trial of The percent of parts that were accepted by the variable gage and were rejected by the appraisers.
acceptable parts
Miss Rate per trial of The percent of parts that were rejected by the variable gage and were accepted by the appraisers.
unacceptable parts

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 Signal Detection Tab
If reference values are available from a variable gage, this tab estimates Gage Repeatability (GRR) for the attribute gage.

Field/Button Description
GRR for Attribute Gage GRR is estimated as the range from consistently “out” to consistently “in”. If the study includes Upper
and Lower Specification Limits GRR will be an average range, and GRR% of Tol will also be calculated.
Assuming the attribute gage is for sorting or validation, and is not used for process control, the criterion
is GRR % of Tol of 10% or less is acceptable. GRR % of Tol over 30% is unacceptable.
GRR for Variable Gage The GRR that was entered on the information tab.
% of TV GRR divided by Total Variation. Under 10% is acceptable, 10 to 30% may need improvement, over
30% is not acceptable.
% of Tol GRR divided by Tolerance. Under 10% is acceptable, 10 to 30% may need improvement, over 30% is
not acceptable.
1-50 The Reference Values from the variable gage sorted in ascending order, and the corresponding
Appraisal Signal.

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 Crosstabulation Formulas
OC = observed count

EC = expected count

Attribute Analytic
Gage theory tells us that a gage with no bias should have a fifty-fifty probability of accepting a part that was made exactly
on a specification limit. That is true of both attribute and variable gages. It is also true for both types of gages, that because
of repeatability problems, parts just inside the limit will have a probability of acceptance that gradually increases to 100%,
and parts just outside the limits will have a probability of acceptance that gradually decreases to 0%. A chart called a Gage
Performance Curve shows how this works for both attribute and variable gages:

The chart shows how the probability of acceptance gradually changes in an ∫ curve near the Specification Limits. The horizontal
width of the ∫ curve is about six times the Repeatability, and the horizontal distance between a specification limit and the
50% point on the curve is Bias. With the data for making this chart GAGEtrak is able to calculate Repeatability and Bias for an
attribute gage.

To plot this chart for attribute gages we need parts that are made near, and on both sides of, a specification limit. The study can
be done at either specification limit, or at both limits. We need variable measurements in addition to attribute data for each part
used in the study. Only eight parts are needed for the study, but since we need to find parts that meet certain criteria we often
have to check more than eight parts. The attribute data consists of checking each part twenty times and recording how many
times the part is accepted. We do this until we have found at least one part that is accepted zero times, at least one part that is
accepted twenty times, and at least six parts with acceptance counts that can be anywhere from one to nineteen. In case there
are extra parts, GAGEtrak will allow up to three entries for each acceptance count. (In case there are more than three parts for a
certain acceptance count, there are instructions on how to choose which three to include).

When you click the Calc button, GAGEtrak adjusts the percent accepted for each part and converts it to a “normal score” which
makes the ∫ curves plot as diagonal straight lines. GAGEtrak then uses linear regression to calculate repeatability and bias.

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 Information Tab

Field/Button Name Description

Study Date This field defaults to the current date, but you can change it.
Gage ID Select the ID code for the gage you’re using in the study.
Gage Desc Once you select a gage ID, the gage’s description will appear in this field.
Study Type Analytic is the only type in this module.
MSA Version Refers to the Measurement Systems Analysis Reference Manual. Use Version 4 for new studies. Existing
Version 3 studies may be updated for new features by changing to Version 4. Updates are reversible.
Approved Select if study is approved.
Comments Enter any comments, such as the Gage ID of a variable gage to be used for cross checking.
Co Part No Enter your internal company part or job number, if relevant.
Part No Select a related part number, such as the customer or supplier part number, if relevant.
Part Desc This field displays the description or name of the part, if relevant.
Characteristic In this field, you’ll see the characteristic that you are evaluating.
Specification Limits Be sure to enter the minimum and maximum Specification Limit values; otherwise, the software can’t
calculate the % tolerance values for your study.
Pp (or Ppk) Target A process capability or performance target may be entered (typically 1.33 or 1.67). GAGEtrak will use it
to reduce Tolerance to be an estimate of Process Variation.
6-Sigma Proc. Var. If you know the 6-Sigma Process Variation of the characteristic that you’re measuring, enter it here. It
will be divided by 6 and used for Total Variation TV.
Percentage Format Select the format you want for calculations.
Number Format Select the format you want for calculations.

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Lower Specification Tab

Field/Button Name Description

LSL BIAS Bias for the Lower Specification Limit. LSL Bias will appear after you enter LSL data and click on Calc.
t Stat The Bias number is converted to a t-Statistic. The absolute value should be smaller than t-Critical.
t Critical A 95% confidence limit for t-Stat.
LSL GRR Gage Repeatability and Reproducibility (GRR) for the Lower Specification Limit. LSL GRR will appear
after you enter LSL data and click on Calc.
% TV Percent of Total Variation.
% Tol Percent of Tolerance.
LSL Lower Specification Limit.
0 (zero) Enter a variable measurement for at least one part that was accepted zero times out of twenty. If you
have more than three such parts enter the three largest.
1-19 Enter variable measurements for six or more parts with acceptance counts between one and 19, out of
twenty. If you have more than three parts with the same acceptance count, then enter them randomly.
20 Enter a variable measurement for at least one part that was accepted twenty times out of twenty. If you
have more than three such parts enter the three smallest.

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 Upper Specification Tab

Field/Button Name Description

USL Enter the Upper Specification Limit.
USL GRR Gage Repeatability and Reproducibility (GRR) for the Upper Specification Limit. (Attribute Gages may
use different methods for upper and lower specification limits. Therefore each has its own GRR). This
will appear after you enter data and click on Calc.
USL Bias Bias for the Upper Specification Limit. This will appear after you enter data and click on Calc.
0 (zero) Enter a variable measurement for at least one part that was accepted zero times out of twenty. If you
have more than three such parts enter the three smallest.
1-19 Enter variable measurements for six or more parts with acceptance counts between one and 19 out of
twenty. If you have more than three parts with the same acceptance count then enter them randomly.
20 Enter a variable measurement for at least one part that was accepted twenty times out of twenty. If you
have more than three such parts enter the three largest.

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 Gage Performance Curve
This chart shows how the probability of acceptance gradually changes in an ∫ curve near the Specification Limits. The horizontal
width of the ∫ curve is about six times the repeatability, and the horizontal distance between a specification limit and the 50%
point on the curve is bias. The repeatability and bias are not necessarily the same at both specification limits.

Performance Curve Probability Plots

This chart uses a special scale that makes the Gage Performance Curve look like a series of straight lines. The horizontal width
of the diagonal line is 5.15 times the Repeatability, and the horizontal distance between a specification limit and the 50% point
on the corresponding diagonal line is Bias. The repeatability and bias are not necessarily the same at both specification limits.

This chart shows how the probability of acceptance gradually changes in an ∫ curve near the Specification Limits. The horizontal
width of the ∫ curve is about six times the Repeatability, and the horizontal distance between a specification limit and the 50%
point on the curve is Bias.

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 Attribute Analytic Formulas
C = acceptance count

P = probability of a particular acceptance count

x = normal score (plots on vertical scale, in this case)

y = variable measurement (plots on horizontal scale, in this case)

ŷ = predicted variable measurement

b = intercept

a = slope (horizontal/vertical, in this case)

n = sample size

Adjustment for Discrete Data

Adding or subtracting 0.5, to make the number closer to 10, adjusts each acceptance count to calculate P values that
convert well to normal scores. For example, P(0) = (0 + 0.5)/20 = 0.025. A table of the normal distribution will show that the
corresponding normal score is –1.96.

Table of Counts, Probabilities and Normal scores

C 0 1 2 3 4 5 6 7 8 9
P 0.025 0.075 0.125 0.175 0.225 0.275 0.325 0.375 0.425 0.475
x -1.96 -1.44 -1.15 -0.93 -0.76 -0.65 -0.45 -0.32 -0.19 -0.06

C 10 11 12 13 14 15 16 17 18 19 20
P 0.5 0.525 0.575 0.625 0.675 0.725 0.775 0.825 0.875 0.925 0.975
x 0.00 0.06 0.19 0.32 0.45 0.65 0.76 0.93 1.15 1.44 1.96

Note: When there are multiple parts with a count of zero (or twenty), only the one closest to the average will be used in the linear
regression. The extra parts will be plotted on the charts, but will not affect calculations.

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Separate linear regressions are done for upper and lower specification limits. The custom for these charts is opposite of the
usual practice: x, or P, will plot on the vertical scale, and y will plot on the horizontal scale.

Bias = Specification Limit – b

The 1.08 empirical correction factor compensates for the adjustment that was made above to the P values. On the probability
plot, the regression line ends at ± 2.576/1.08.

MSA v2 studies
For customers coming to the current versions of GAGEtrak from earlier versions, the MSA v2 are provided for backward
compatibility so that users can view older records created in those versions. Hence, they cannot be used for new records. There
are five options for MSA v2 studies; namely, MSA2 Gage R&R, MSA2 Linearity, MSA2 Stability, MSA2 Attribute and MSA2
ANOVA. Please refer to the older manuals for a description of these options.

Other Techniques/References
GAGEtrak includes the basic measurement system analysis (MSA) techniques. These rely on proven statistical tools such as
Confidence Interval Determination, Control Charting, Performance Curve Plotting, and ANOVA. For more information on how the
tools work, see, especially NIST/SEMATECH, Duncan, or Box in the list below. To view the studies in GAGEtrak see AIAG chapter
3. To see alternative or special purpose applications for MSA, see AIAG, or NIST/SEMATECH. For examples using uncertainty to
summarize MSA studies, see EA-4/02 and NIST/SEMATECH (where websites are referenced, the publications can be freely viewed
online, downloaded, or both).

We used the following publications as references in developing MSA studies; we recommend them to expand your understanding
of measurement system analysis: AIAG, MSA Measurement Systems Analysis Reference Manual, Forth Ed., Chrysler Group, Ford,
General Motors, 2010 (highly recommended—to order a copy, call AIAG at (248) 358-3570 and ask for document number “MSA”).

183 User Guide Chapter Eleven MSA Suite GAGEtrak 7 User Guide
 AIAG, MSA Measurement Systems Analysis Reference Manual, Third Ed., Daimler Chrysler, Ford, General Motors, 2002 (highly
recommended—to order a copy, call AIAG at (248) 358-3570 and ask for document number “MSA”).

ASTM, Special Technical Publication 15D, Manual on Presentation of Data and Control Chart Analysis, 1976.

BOX, G. E. P., Hunter, W. G., Hunter J. S., Statistics for Experimenters, John Wiley & Sons, New York, 1978.

DUNCAN, A.J., Quality Control and Industrial Statistics, Fourth Ed., Richard D. Irwin, Inc., Homewood, Illinois, 1974.

EA-4/02, Expression of the Uncertainty of Measurement in Calibration, 1999, www.european-accreditation.org/pdf/EA-4-02ny.pdf.

GRUBBS, F. E., “Errors of Measurement, Precision, Accuracy and the Statistical Comparison of Measuring Instruments,
Technometrics”, Vol. 15, February 1973.

HICKS, C. R., Fundamental Concepts in the Design of Experiments, Holt, Rinehart and Winston, New York, 1973.

ILAC, G17:2002, Introducing the Concept of Uncertainty of Measurement in Testing in Association with the Application of the
Standard ISO/IEC 17025, 2002, www.ilac.org.

ISO, Guide to the Expression of Uncertainty in Measurement, 1993, (Revised 1995).

NIST, TN 1297, Guidelines for Evaluating and Expressing the Uncertainty of NIST Measurement Results, 1994, www.nist.gov/
public_affairs/pubs.htm

NIST/SEMATECH, e-Handbook of Statistical Methods, www.itl.nist.gov/div898/handbook/

WESTERN ELECTRIC, AT&T Statistical Quality Control Handbook, Charlotte, NC, Delmar Printing Company, 1984.

GAGEtrak 7 User Guide User Guide Chapter Eleven MSA Suite 184
User Guide Chapter Twelve
Reports
Report Viewer
GAGEtrak includes a large variety of standard reports. The Report Viewer runs separately from GAGEtrak, so you can view a
report while simultaneously accessing records in GAGEtrak to search for and verify records. To generate reports, from the main
menu, navigate to Reports -> Report Viewer.

Application Icon
Click the application icon in the upper left corner of the Report Viewer window for a menu of options; most of these
options are also available from the Ribbon.

Option Description
Open a report; clicking the Report icon displays the Report Selector window.

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 In the Profile Settings menu, click the Email Settings icon; in the Email Settings window, enter the
following information:
Email Method – select protocol for sending email between servers
SMTP Server – insert name of server
From Email – insert your email address
Remote Port – check with your System Administrator for an acceptable port number
Use Authentication – this is the process of identifying an individual, usually based on a User Name
and Password
Test Settings to Email – performs validity of information entered in email setup; enter an email address
and then click the Send Test Email button.

Once your settings are complete, click OK to save the settings and close the window.

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 OUTPUT TO
If you select Output To, the following window opens to specify file format and path:

The Output To command allows you to transmit reports to Rich Text Format (*.rtf), Portable Document
Format (*.pdf), Microsoft Excel (*.xls) and Tagged Image Format (*.tif). If you save a file in .rtf format
and then open that file in a word processing application, such as Microsoft Word, your data will have the
appearance and formatting of the GAGEtrak report that you exported. Output to an Excel spreadsheet is
the best option to select when you wish to export a report. Choose Portable Document Format to create
a report that appears identical to the report you see in GAGEtrak; others will be able to print (but not edit)
this report even if they do not have GAGEtrak, as long as they have the free Adobe Reader.

EMAIL REPORT
Selecting Email Report will open this window, allowing you to specify file format and email text:

Staff email addresses will appear in the drop-down list in the Enter Email Addresses field. Select
multiple addresses from the list or manually enter addresses; multiples must be separated by a
semicolon.

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 Export or Import GAGEtrak reports from other versions of GAGEtrak or other GAGEtrak databases.

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 HELP MENU

ABOUT
Open the About window to see general, database, license and system information:

HELP
Click Help to view Report Viewer’s Help System. The Help System can be browsed by the table of
contents or index or a broad search can be done. The contents of the Help System are identical to that
of the User Guide PDF file.

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 CAPTURE
Click the tiny arrow at the bottom of the Capture icon; two options are displayed.

Capture to File: Clicking this option will take a screen shot of the current Report Viewer window
and save it to a file in Bin folder of the Report Viewer installation files. The default file path is: C:/
ProgramData/CyberMetrics Corporation/GAGEtrak 7.0 Report Viewer/bin. The file name of the screen
shot is shown in the bottom left corner of the Report Viewer widow after the screen shot is taken:

Capture to Clipboard: Clicking this option copies the current Report Viewer window to the Windows
clipboard, allowing you to paste (Ctrl V) the image into, for instance, an email or a Word document.

The Ribbon
Access program functions from the toolbar called the Ribbon. By default, the toolbar is minimized. Right-click the grey bar
toward the top of the application window and deselect Minimize the Ribbon:

This makes the ribbon visible:

To hide the ribbon, right-click the grey bar again and click Minimize the Ribbon.

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 Icon Function
Open a report; clicking this button displays the Report Selector window.

Output the report to a file or send the report via email. If you select Output Report to, the following window opens
to specify file format and path:

Import GAGEtrak reports from other versions of GAGEtrak or other GAGEtrak databases.

Export reports to be used by other GAGEtrak databases.

This option allows you to send selected data via email in a variety of file types. The output includes sub-forms and
sub-reports. The file format and appearances are the same as those described above for the Output commands.

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 Open Reports
Either click the application icon and then navigate to Open -> Reports or click the Open icon in the Ribbon; the Report Selector
window appears:

The Report Browser tab is active by default. This tab shows the most commonly used reports. Access the All Reports tab to
view all reports.

In the Report Browser tab, click on the desired Report Group in the left pane, click the name of the report you’d like to view in
the Report pane and then click OK. The window will display a blank report page and a report filter. The report filter may be
minimized like this:

Click Report Filter and then click the pushpin icon to keep the report filter open.

The report filter allows you to select a specific group of records for the report. There are a few reports, such as the Calibration
Due Listing report, that are time-based; which allow you specify a From and To date range for selected criteria. All reports were
designed using standard Windows True Type fonts.

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Report Filters
The Report Filter (displayed to the left of the report) offers both a quick filter and an advanced filter. The Report Filter pane can
be docked to enlarge the space available for the report. To dock this pane, click the pushpin icon .

Quick Filter
The available fields in a Quick Filter vary depending on which report has been selected:

Enter or select the desired criteria by which to filter your report and then click Run Report. The image above shows that a report
will be run for all active digital calipers 0-6.

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 Advanced Filter
Access the Advanced Filter tab of the Report Filter pane; the options available depend on which report has been selected:

In the example above, the report will show every gage with a Description that contains the word Caliper that is manufactured by
Starrett.

The asterisk (*) is a wildcard character that indicates, in this example, that you want all gage records that have a description that
includes the word Caliper. If you enter *Caliper, it tells the program that you want all gage records with descriptions ending in
the word Caliper, such as 4-inch Caliper. Likewise, if you enter Caliper*, it tells the program that you want all gage records with
descriptions that begin with the word Caliper, such as Caliper Digital.

Use the Condition fields to select search operators such as >, <, =, etc., to include records that are greater than, less than, equal
to or similar to the value you’ve specified.

After entering the desired criteria, click Run Report.

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Viewing Reports

After the report appears, you can use the vertical and horizontal scroll bars to view different parts of the report, or use the page
navigation buttons to view multiple pages of the report. Use the Zoom buttons on the menu to view more or less of the report.

GAGEtrak’s report toolbar contains common commands that you can use for reports. Each toolbar button is described below,
pictured from left to right here:

Field/Button Description
Toggle Sidebar Open a side bar showing page thumbnails.
Print Print the report.
Copy Copy the current report as formatted text.
Find Find specific text within the report; clicking Find will open a Find window.
Zoom Buttons Zoom out, zoom in or zoom to a specified percentage.
Fit Width Zoom into the report to fit the width of the window.
Fit Page Zoom out of the report to see a whole page at a time.

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 Single Page View View a single page at a time or multiple pages at once.
and Multiple Page
View
Continuous View Scroll from page to page within the report without having to use the Page Up or Page Down buttons.
First Page, Previous Navigate through the pages of the report.
Page, Next
Page, Last Page,
Backward, Forward
Refresh Refresh the report view.
Pan Mode Pan through the report; if you are in Continuous View, you can pan through all pages.
Selection Mode This option allows you to select text from the report for the sake of copy/paste.
Snapshot Mode This option allows you to take screenshots of the report.

Report Descriptions
These tables contain descriptions of the most commonly used reports, including special filtering options.

GAGE REPORTS
Report Description
Gage Detail Report Use this report to see a comprehensive gage report, including record details.
Gage Issue For a complete list of gage issue history, use this report.
History Report
Gage Listing by… Select a report “by” specific report for viewing / printing specific information.

OPEN CALIBRATION REPORTS

Report Description
Calibration Select a report “by” specific report for viewing / printing specific Calibration Due Listing
Due Listing by… information. You can sort the list by several different fields, such as Gage ID.
Important: The Calibration Due Listing report lists only gages that you assigned as Active
(status ID 1) in Gage Entry. Also, reports with a calibration frequency of Usage or Cycles that
are not past due for calibration will present an asterisks “ * “ to the right the Next Due Date
denoting the date as an Estimated Due Date.
Calibration Listing with Use this report to see a list of all gages that do not currently have calibration due dates.
Blank Due Date
Calibration Use these forms to gather calibration data and document work assignments for your
Work Order... personnel.
Gage Schedule Due Listing These reports list gages’ additional schedules by current location, storage location or due
by... date.

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 CALIBRATION HISTORY REPORTS
Report Description
Certificate of Calibration Calibration certificates prove that you’ve performed the proper calibrations and that the
procedures used meet/exceed certain minimum requirements.
GAGEtrak retrieves the certificate information from Calibration Entry. You can update only
three fields in the report screen: Customer Information, Statement, and Uncertainty Format.
If you need to add or edit other information, go to Calibration Entry.
Customer Information – Enter what you want to print on the certificate. This might include
the customer’s company name, contact name, address, telephone number, or other
important information.
Statement – You can edit the calibration statement for each certificate. Any changes you make
to the calibration statement apply only to that record. If you want to change all future calibration
statements, go to Settings – Calibration Options (see the System Administrator’s Guide).
Uncertainty Format – Use the drop-down list box to select the number format for the sum of
uncertainty standards that you used to calibrate the gage.
You can view or print certificates for the most recent calibration or for all calibrations by
using the View/Print Current or View/Print All buttons at the bottom of the window. The
Quick Filter or Advanced Filter can be used to select the certificates to print.
Calibration History To see a list of calibration history, select this report. Enter the dates for the time frame in
question along with any other filters. Check the Calibration Meas. box to include the table of
calibration measurements used for each calibration.
Standards Traceability Use this report to provide traceability for your calibration and reference standards.
Calibration Failure Notice The Calibration failure notice can be used as part of a corrective action notification or limited
use report. The notice provides displays details for each test point; including specific points
or ranges that caused the failed calibration.
Calibration Performance The calibration performance reports provide critical feedback regarding the performance
of gage families and can help companies demonstrate a successful calibration system.
A summary is provided demonstrating the percentage of gages in the family that passed
or failed calibration as well as other details of calibration such as the percentage found in
or out of tolerance and the number of days between the calibration due date and date of
calibration.

PART REPORTS
Report Description
Gage Requirements by This report prints gage requirement sheets.
Part
Part Listing... These reports list parts, including descriptions and uses.

R&R REPORTS
Report Description
R&R Due Listing by… Select a report “by” specific report for viewing / printing specific R&R Due Listing
information. These reports list gages that are due for R&R studies. Reports for each R&R
study may be printed from Gage R&R.
MSA Summary Summary completed MSA studies performed for gages in the GAGEtrak database.

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 MISCELLANEOUS REPORTS
Report Description
Audit Log Detail Lists all user activity, including audit ID, date / time, user, object action, data key and field
old and new values.
Supplier Listings List each supplier and all gages they supply to your company.
Procedure Listing Basic listings of procedures and associated gages, sorted either by gage ID or procedure
Summary by... name.
Corrective Action/ Service Use this report for a list of open or closed corrective action or service requests. For each
Requests request, the report lists the date, supplier, requester, gage ID, type of request and status.
Group Permissions and This report prints a complete listing of group permissions and users and their access
Users permission on the forms, reports and controls of the program. Access to this and all other
reports can be limited through Security.

STAFF REPORTS
Report Description
Gage Authorized Users This report lists each staff member and the gages each person is authorized to use.
Gage Staff Issue History Provides a summary of gages issued to staff members (sorted by staff member name.
Gage Staff Issued to List Provides a summary of gages issued to authorized users of gages (issue control mechanism
using staff members and sorted by staff member name).

KITTING REPORTS
Report Description
Kit Listing... Lists all or one specified kit, and its associated Required Gage Types and Required Gage
information.
Kit Entry History Provides a kit issue history summary with gage issue details for each kit listed.

Previewing or Printing Reports – Error Message

If you have installed the GAGEtrak Calibration Label Kit and have assigned the P-Touch label printer as the default Windows
printer, you may see an error message stating “The sum of the margins and the height of the page footer is greater than
the length of the page you are printing on.” To eliminate this error, select your report printer as the default Windows printer.
GAGEtrak is designed so that calibration labels are printed to the P-Touch printer as a specific printer.

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Report Designer
Use Report Designer to modify existing reports and create your own custom reports. Within the main GAGEtrak program,
navigate to Setup -> Report Designer. The Report Designer window opens:

Application Icon
Click the application icon in the upper left corner of the window. This menu contains many of the same functions as
Report Viewer; please see the Program Conventions chapter of this guide for detailed explanations of Open, Output, Export/
Import and Help.

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 The Ribbon
As is the case in Report Viewer, the Ribbon in Report Designer can be minimized to open up more workspace. Please see the
Program Conventions chapter for more detail. The Report Designer Ribbon contains the following options:

Icon Function
Create a new report; click this icon to select the report type and name it:

Open an existing report in order to modify it; clicking this button displays the Report Selector window. Select the
group, select the report and then click OK.

Save all changes to the current report.

Save the report with a new name.

Import GAGEtrak reports from other versions of GAGEtrak or other GAGEtrak databases.

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 Export reports to be used by other GAGEtrak databases.

Undo the most recent change.

Delete the selected object(s).

Cut your selection when editing field entries and store that text on the clipboard.

Copy your selection when editing field entries and store that text on the clipboard.

Paste text from the clipboard into the active field.

Click this icon to open the SQL Editor and modify the SQL statement of a report.

Click this icon to view your report in Report Viewer.

Select a sub-report and then click this icon in order to edit the field by which the main report and sub-report are
linked, i.e., the parent-child relationship between the two reports.

Select a sub-report and then click this icon; the sub-report will open in a separate tab of Report Editor, allowing
for modifications.

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 Modify an Existing Report
To begin modifying an existing report, click the Open icon in the Ribbon and select the desired report from the Report Selector
window. The report will be displayed:

The center portion of the screen is the designer canvas which presents label fields and text fields. A label field appears exactly
as-is when you run the report; a text field pulls data from your database. In the image below, Gage ID: is the label field and
Gage_ID is the text field.

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Click on any field in the report and in the upper right pane of the window, you will see that the field is noted as either label or text.

To modify a label field, simply overwrite the contents of that field with your desired label. For example, select the Asset No: label
field:

Then, overwrite Asset No: with Asset Number:

If after modifying a label field, the change you made is not displaying correctly when you run the report, then that label field’s
contents might be dictated by tables in the database. If that’s the case, you can delete such a label field and create a new one.
After deleting the field, click Label in the Report Toolbar:

Then, in the canvas area, click and drag a rectangle to create your new field. Label the field as desired and then modify the
properties in the in the lower right pane of the Report Designer window, such as font size and color, etc.

You can also delete, add and move fields. In this example, we will remove the Gage SN fields. Select both the label field and the
text field and then either right-click and delete or simply click the Delete icon in the Ribbon .

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 This Gage Detail report already includes Calibration Frequency, but it’s split onto two lines. Let’s say you want to retain
that information, but make it appear on one line. When using Calibration Frequency in a report, you’ll want to include both
Calibration Frequency and Calibration Frequency UOM text fields; however, you will only need a single label field.

To simplify your efforts, you can copy and paste existing label/text field groups so that you don’t have to modify each field’s
properties, such as font and alignment.

After copying/pasting, select one of the new text fields; in the lower right pane of the window, locate the DataField row. This
row displays the name of the data source that gets pulled into that field. If, for instance, you copy/paste the Gage ID fields and
overwrite the field contents in the canvas, the DataField area will still show Gage_ID. You would need to modify that value.

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You can resize fields as necessary by selecting the field and then clicking and dragging one of the open squares along the
perimeter of the field:

Since this particular report already contains Calibration Frequency further down the report, we will delete those fields and move
the remaining fields upward.

Delete the fields:

Move remaining fields upward:

Click and drag your mouse over all desired fields and then either drag them into place or use the arrow keys on your keyboard.

Now that we have altered the report, we need to save it. If you click the Save icon, you will overwrite the existing report. If you
want to save your new report with a new name, click the Save As icon; the following window opens, allowing you to name your
new report. Enter the new name and click OK.

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 Click the Preview Report icon ; Report Viewer opens. Click the Open icon; the Report Selector window is displayed:

Select your newly created report and then click OK. You can specify filter criteria, if you like, or you can simply click the Run
Report button in the filter pane.

Label Viewer
Navigate to Reports -> Label Viewer to see a list of available labels for your gages and parts. To print labels, you must have the
GAGEtrak Calibration Label Kit. See the following chapter for more detailed information.

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User Guide Chapter Thirteen
Calibration Label Kit
The following instructions will help you install and set up the optional GAGEtrak Calibration Label Kit. You can use the kit to
print durable, oil-resistant, adhesive-backed calibration labels for your gages, test equipment and calibration standards. The
kit includes a dedicated Brother P-Touch PC label printer, cables, black-on-white tape cartridge and software drivers. If you
ordered extra tape cartridges, they are enclosed with your kit.

Installing the Label Printer and Windows Software

First, attach the Brother P-Touch PC printer’s serial port and cables and then put the tape cartridge into the printer. Next, install
the P-Touch PC Editor software. See the Brother booklets included in the product package for more detailed instructions.

Printing Calibration Labels

GAGEtrak can print standard calibration labels in widths of 1½”, 1”, ½” and ¼”. Lengths are 1”, 1½”, 2” and 3”. A sample label
is shown below (1-inch W x 1-inch L):

Note: The label generator in GAGEtrak can generate custom size labels, but not all printers can support custom label sizes so it is
highly recommended to consult your printer guide prior to proceeding.

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 Printing Labels from Calibration Entry
You can print individual calibration labels directly from the Calibrations -> Calibration tab:

To print a label, select the desired label from the Select Label Design drop-down list and then click the Print Label button. This
will automatically send the label to the printer. The height of the selected label must match the height of the tape currently
installed in your label printer.

Note: The P-Touch Label Printer ejects and cuts off a strip of blank label material approximately 1” long before printing. This is a
direct result of the design of these label printers. The diagram below illustrates the mechanics of the P-Touch printer.

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At point A in the diagram, the print head transfers ink from the ink strip to the back of the clear laminate. Rollers bond the color
substrate and the clear laminate together at point B. The laminated tape is then fed out until it reaches the cutter at point C.
The cutter is approximately one inch beyond the print head along the path of the tape; therefore, at the beginning of the printing
process, about one inch of blank tape has already advanced past the print head. This problem cannot be eliminated; however,
it can be mitigated by printing labels in batches rather than individually, since the printer will feed a blank strip only at the
beginning of each batch of labels.

To preview a label, click the View Label button. The View Label button will open the report editor, allowing for viewing or editing
of the label prior to printing.

Batch Label Printing

To print labels in a batch, navigate from the main menu to Reports -> Label Viewer. A list of labels will be displayed:

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 Click the desired label and a filter window similar to the one below will appear:

You can use this window to filter for a group of calibration labels based on Gage ID, Location, Description, etc. for any calibration
record that exists in the database.

Below are brief descriptions of the fields and buttons in the filter windows; not all fields are available in all filters:

Field/Button Description
From and To Inclusive calibration dates.
Date Done
From and To Inclusive calibration times.
Time Done
By Name of calibrator.
Gage ID ID of specific gage. This will limit your label to one – for the specific gage ID only.
Description Enter a description for the gage.
Current Location The current location of the set of gages to be selected.
Storage Location The storage location of the set of gages to be selected.
Type The type of the set of gages to be selected
Select Label This drop-down list will contain the names of any P-Touch label printer driver(s) installed on your workstation; select
Printer the desired label printer from the list.
View Button To see how your label will appear before you print it, click on this button.
Print Button Prints labels
Clear Filter Clears all filter entries
Button
Close Button Aborts label printing and goes back to the Custom Label Menu
Advanced Filter Use this button to open the Advanced Filter window. You can then filter for a group of records that match the criteria
Button you enter. You can also open previously saved criteria for use and create and save new criteria.
Add to Queue Add filter file to printing queue. You can view and print the file from the Report Queue
Button
Fill From Queue Copy filter information from a saved file in the Report Queue
Button

When you have finished entering your filter parameters, click View to see a preview of your label. Make sure that the height of the
tape cartridge in your label printer matches the height of the selected label and then click the Print button to print your labels.

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User Guide Chapter Fourteen
Gage Calibration and Control
This chapter discusses the basics of gage calibration and control; it’s intended for users with limited experience, but it also
serves as a review for more experienced users. A list of references is at the end of this section.

Purpose of Calibration
Gages, test equipment, and measurement standards are all susceptible to deterioration in accuracy during use and storage. To
maintain accuracy in your measurements, you need an ongoing calibration system.

Calibration Terminology

Calibration
Unfortunately, the terminology associated with calibration control is not universally standardized. Typically, the term calibration
means placing a gage, measurement standard or test instrument into a state of accuracy. Calibration is also called re-calibration
or reconditioning.

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 Purchased Precision Standards
Companies buy these high accuracy measurement standards, such as gage blocks or standard load cells, from outside sources.
These standards represent the highest degree of accuracy in a company. Usually, your only form of calibration control on one
of these standards is your supplier’s certification that the standard is traceable to the U.S. Department of Commerce’s National
Institute of Standards and Technology (NIST – formerly the National Bureau of Standards). Your supplier, an independent
laboratory, or the NIST must perform any subsequent calibrations on these standards.

Purchased Working Standards

These standards aren’t as accurate as the precision standards – they usually don’t cost as much, either. You use them to check
calibration internally before using gages or test equipment. You might calibrate these standards in-house, but more often you
send them to an outside source for calibration.

Test Equipment
The term “test equipment” covers a variety of measuring equipment, sometimes including working standards. You use this
equipment to check your products and manufacturing processes. Check test equipment for calibration before you use it, even if
it’s brand new.

Test Materials
This term refers to all consumable standards, such as films or liquids, used in calibrating test equipment. Since variability in
these materials can affect your measurements and calibrations, suppliers often give you data on the test material’s variation.

Gages (or Gauges)

This term applies to many measurement inspection devices, including fixed-limit (attribute or go/no-go) and variable (actual
numeric measurement) gages. Usually, your company calibrates this type of equipment internally, using either working or
precision standards. You can calibrate fixed-limit gages by using working standards or dimensional layout. For simplicity
throughout this manual, we use the term “gage” to refer to all measurement equipment.

Inventory and Classification

To begin your gage control system, take an inventory of your gages. During this initial inventory (usually the most difficult),
determine origins, locations, types, and calibration schedules, then assign identification numbers and collect additional
information to classify your gages. In the past, companies manually recorded this information on gage record cards – that’s
where GAGEtrak comes in. Instead of sifting through hundreds of cards to find gages due for calibration, GAGEtrak automates
the task, letting you selectively create a list of these gages.

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Calibration Schedules
You usually determine calibration schedules by the gage’s classification. You can establish initial calibration schedules by
expected usage, engineering judgment, and bargaining. As you gather actual calibration information, you might need to adjust
the schedules. The primary intent of a calibration schedule is to detect accuracy deterioration prior to intolerable levels of
accuracy. Accuracy deterioration usually results from gage usage; less often, it results from the passage of time.

The most common methods for determining calibration schedules are:

• Elapsed calendar time – the most popular method, it establishes a fixed calendar time, such as 90 days, as a check-
ing interval
• Actual amount of usage (time and cycles) – based on counting the number of days (or operating cycles) for which
the gage was used (you can keep this count manually or automatically)
• Actual operating time – an excellent method for electrically driven gages (a device used for measuring actual operat-
ing time is called a “coulometer”)

Calibration Practice
To ensure consistency in your calibration techniques, develop procedure manuals of calibration practices. At minimum, include
tolerances for accuracy; standards; temperature and humidity controls (if needed); time cycles; human technique; and other
important factors.

After calibration, make the equipment tamper-proof (if possible) with sealed adjusting screws, lead-sealed lock wires, stamps,
and other devices.

Record the results of your calibration checks and any required adjustments or repairs. At minimum, record the following
information:

• Date on which calibration was checked

• Person that checked calibration
• Any deficiencies seen in the equipment
• Accuracy data (if able to measure accuracy)
• Causes for out-of-calibration conditions
• Repair time and calibration time

Review this information periodically to see if you should reduce checks on stable equipment; increase checks on unstable
equipment; or redesign/replace the measurement equipment.

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 References
The following books and publications discuss gage calibration and control:

JURAN, J.M., Juran’s Quality Control Handbook, Fourth Ed., 1988.

JURAN, J.M., Quality Planning and Analysis, Second Ed., 1980.

FARAGO, Francis T., Handbook of Dimensional Measurement, Second Ed., 1982.

National Conference of Standards Laboratories (NCSL), Establishment and Adjustment of Calibration Intervals (RP-1),
Second Ed., 1989.

U.S. Dept. of Defense, MIL-STD-45662A, Calibration System Requirements, 1988.

Resources for Books, Publications, and Reference Materials

American Society for Quality Control (ASQC)

Phone numbers: (800) 248-1946 (North America only) or (414) 272-8575

National Conference of Standards Laboratories (NCSL)

Phone number: (303) 440-3339

National Institute of Standards and Technology (NIST)

Phone: (301) 975-NIST (6478)

American National Standards Institute (ANSI)

Phone: (212) 642-4900

American Society for Testing and Materials (ASTM)

Phone: (610) 832-9585

The Naval Publications and Forms Center

5801 Tabor Ave., Philadelphia, PA 19120

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Admin Guide Chapter One
Installation
You can use GAGEtrak on a single workstation, on a network or in a client/server environment; installation will vary slightly for
each of these options. This chapter gives you general installation instructions for all options.

System Requirements

Recommended Hardware & OS Requirements

• Windows Vista, 7, 8 or 10 (32 Bit or 64 Bit)
• Hard disk with 350 MB of free space for program files and 200-500 MB of free space for a typical database
• 4 GB RAM required; 8 GB recommended
• Pentium 2.0 GHz CPU required; 3.00 GHz or higher recommended
• Display: 1440 x 900 (16:9 widescreen) for optimal presentation or 1152 x 864 (4:3) minimum
• Mouse or compatible pointing device
• Ink-jet or laser printer for printing reports (reports can also be emailed as PDF files)

Network Requirements (Optional)

(Only for multi-user networking)

• Local Area Network at 100Mbit or higher speed

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 Client/Server Database Requirements (Optional)
• Microsoft SQL Server 2012 (32 Bit or 64 Bit)
• Microsoft SQL Server 2008 (32 Bit or 64 Bit)

Installation
Note: We recommend that you install GAGEtrak under the Windows user profile that will be utilizing the software. The setup will
prompt you for administrative credentials to complete the installation.

Files
The root directory of the GAGEtrak media contains all the files required to run GAGEtrak.

Installation Options
You can use GAGEtrak as a client/server program, with one centralized, dedicated computer hosting the database and one or
more user workstations accessing the database from that server. You can also choose to install and use GAGEtrak on only one
PC (a single-user setup).

If you have a multi-user license of GAGEtrak, you and your other GAGEtrak users can install the program from the supplied
media or from a network location. If you want your users to install from a network location, copy all of the files in the root
directory of the supplied media to the same network location and then instruct users to run SETUP.EXE from that location.

To install GAGEtrak, follow these instructions:

1. To begin installation, double-click the SETUP.EXE file; the Welcome screen will appear. Please note that the version
number shown in the lower left corner of the window will vary depending on the version you are installing.

Close any other Windows programs that are running and click Next.

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 2. Now, enter the Serial Number of your software; this number can be found within your product packaging. If you are
using the software only as a trial version, you may leave this field empty for now and just click Next.

3. Now you will choose the location for the program on your hard drive. Since this location is specific to each
workstation, do not select a network location. We recommend using the default directory, C:\ProgramData\
CyberMetrics Corporation\GAGEtrak 7.0. After selection, click Next.

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 4. In the Select User Profile window, select Common Users Group to make GAGEtrak accessible to all users of the
workstation. If you want only the current user to be able to access GAGEtrak, select Current User Only. Click Next.

5. In this screen, you can enter a new program group name, though we recommend keeping the default, GAGEtrak 7.0;
click Next.

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 6. You are now ready to install GAGEtrak; click Next.

7. Choose the appropriate type of database connection for GAGEtrak, per the on-screen instructions and then click Next.

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 8. The Data Utility window will open, requiring information for the type of database selected in the previous step; enter
the information and click Next. After receiving confirmation of successful database creation/connection/upgrade, the
Data Utility window can be closed.

9. Back on the GAGEtrak installation screen, successful installation of GAGEtrak will be confirmed; click Finish to exit the
installer.

Please note that Technical Support is not available for the creation of a client/server database.

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After You Install GAGEtrak
If you’re upgrading from a previous version of GAGEtrak, you will need to run the Data Utility before you begin using the
program. Please see Data Utility for complete instructions.

If Installation Fails
If, for any reason, you can’t install your software or you receive any error messages during installation, try reinstalling. If
installation fails again, please write down any error messages and call Technical Support at 1-800-777-7020 for further
instructions.

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 Removing GAGEtrak from Your PC Workstation
GAGEtrak 7 is a full-featured software application with many components to deliver automated email, editable procedures and
customizable calibration labels and reports. To provide optimal capabilities from third-party vendors, the GAGEtrak 7 installation
places an API driver from Brother Industries, a Microsoft Access 2010-2016 Runtime file (depending on release version - see
version references under Third-party Feature Removal) and a Total Access Memo application.

Removing the Core Application

GAGEtrak 7 does not make any entries to the Windows Registry that require removal and all of the .dll(s) and dependency files
are installed to the GAGEtrak “bin” directory. Therefore, the removal of GAGEtrak 7 software only requires you to delete the
application directory and the program group from the Windows Start menu. Before you can delete the GAGEtrak 7 directory,
you may need to ensure the GAGEtrak Server service is stopped in your Windows Services (this feature provides Auto Email
capabilities.)

GAGEtrak 7.0 Directory

Windows 7 and Windows 8 users: GAGEtrak installs in C:\ProgramData\CyberMetrics Corporation\GT7... by default.

The install directory can be modified during installation, so a different destination directory may have been selected.

GAGEtrak 7.0 Program Group

Click the Windows Start button and click All Programs. Right click the GAGEtrak 7.0 program group and select Delete.

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Third-party Feature Removal
Using the Uninstall or Change Program option in the Windows Control Panel, remove the three installed components outlined
below:

1. Brother Label API: uninstall the “b-PAC3 Client Component”

2. Total Access Memo: uninstall the “Total Access Memo 2007 Runtime”
3. Access Runtime:
• GAGEtrak v7.0.1 - 7.0.3: uninstall “Microsoft Access 2010 Runtime”
• GAGEtrak v7.0.4: uninstall “Microsoft Access 2013 Runtime”

Note: If the Microsoft Access full application version is installed as part of Office Professional Suite, the Runtime will not be
installed for GAGEtrak 7, so the items listed above may not be present for removal.

Once you have deleted the GAGEtrak 7 program group and install directory, as well as the third-party supporting applications,
GAGEtrak 7 will have been completely removed from your computer.

Demo Versions and Software Updates

If you are running GAGEtrak 7 in the 30-day demo mode and wish to purchase the software, you will not need to remove
GAGEtrak 7 to start using your purchased product; you will only need to enter your new Serial Number in the About window and
provide the online trigger to register you software.

If you are an existing customer who wishes to install one of our regular software updates to your version, you only need to obtain
the new update version setup and install it into your existing GAGEtrak 7 directory.

An uninstall is not necessary in either of the above cases.

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Admin Guide Chapter Two
Data Utility
To run the Data Utility, click the Windows Start button, select All Programs, select the GAGEtrak 7.0 program group and click
Data Utility.

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New Starter Database
To create a new, blank database in either MS Access or SQL Server, click the New Starter Database radio button and then click
Next. Follow the on-screen instructions.

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 New Sample Database
To create a new database in either MS Access or SQL Server that contains sample records, click the New Sample Database
radio button and then click Next. Follow the on-screen instructions.

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Upgrade Database
To migrate data from GAGEtrak version 6.0 or greater, click the Upgrade Database radio button and then click Next. Follow the
on-screen instructions.

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 Update / Add Reports
To update GAGEtrak standard reports or to replace damaged reports, click the Update/Add Reports radio button and then click
Next. Follow the on-screen instructions. Please note that this utility will not backup copies of custom reports or modified
standard reports.

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Admin Guide Chapter Three
Setting Up GAGEtrak
Before you begin entering records, we recommend that you configure your GAGEtrak program. From the main menu, navigate
to Setup -> Settings.

Settings

Settings – User Info Tab

Enter your company information here.

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 The table below describes the fields on this form:

Field/Button Description
Company Enter your company information. The two lines for your company name and logo will appear at the top of all reports.
Information
Paste Logo and To enter your company logo, use the Insert Object or Paste Logo buttons.
Insert Object
Use Insert Object if you already have a logo file or want to create the logo in a graphics program and link it to
GAGEtrak. Use the Paste button if you’ve copied the logo to Windows Clipboard.
Try to insert a logo graphic about the same size as the logo region shown; 400x180 pixels. To avoid wasting memory,
don’t use a logo with more colors than your printer can print.
You can use a scanner to obtain your logo, but scanners are often set for more resolution or colors than your printer
can support. A logo created this way becomes a huge file that uses an excessive amount of memory. To conserve
memory, paste your logo into GAGEtrak as a .BMP file, even if you created it in a graphics program. Pasting your
logo as a bitmap image uses less memory. If you can view your logo in the Settings window, but it doesn’t appear on
your reports, you don’t have enough memory for the logo size (in bytes) that you’ve used.
Tip: Generation of reports that contain a company logo will generate more efficiently if the logo size is within the 1KB
range.

Settings – General Tab

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The table below describes the fields on this form:

Field/Button Description
Dashboard Due The Dashboard Due List shows gage IDs that are due or past due (if you check the Include Past Due checkbox). Set
List your preferred number of days for GAGEtrak to display in the list.
Start Frequency This field sets the start date of the Dashboard Due List. The start day will be calculated to before the current date
using this frequency. So, if this frequency is 7 days and the current date is 10/8/2013, then the start date will be
10/1/2013. Usually this will be 0 Days, since you want to show all the calibrations due starting from today.
End Frequency This field sets the end date of the Dashboard Due List. If you want to know what calibrations are due for the next
month, select 1 Month.
Include Past Due Check this checkbox if you want to show calibrations that are past due. This will show every calibration due until the
end frequency.
Change Gage When a gage is attached to a Service Request, the application can automatically change that gage’s Status ID based
Status when on the Type selection for the Service Request. Choose Do Not Change to prevent such changes, Automatically
Gage is sent Change to have the change made without user intervention, and Ask To Change to ask the user if such a change
should be made.
Change Gage When a gage attached to a Service Request has been returned from the Service Supplier and its Gage Service
Status when Request Status is set to Closed, the application can set the status of that gage back to Active. This change will also
Gage is Returned be done if the Status for the entire Service Request is set to Closed.
Automatically The application has the ability to read ambient temperature and humidity from a variety of USB sensors (like the
Read GAGEtrak CyberSensor) and enter that information into a Calibration record. Check this box to have the application
Temperature and automatically read these values when a Calibration is passed. The user can also manually read these values from the
Humidity From sensor by double-clicking in the appropriate field in Calibrations.
Sensor
Read Use this option to tell the application if the temperature reading for the USB sensor will be read in degrees Celsius or
Temperature In: degrees Fahrenheit. This setting applies to the automatic and manual temperature readings.
Sensor Serial Entering the Sensor Serial Number is optional. If you have more than one CyberSensor and you want to make sure
Number that you always use the same one at a particular PC, you can enter the serial number and then check the Confirm
and Sensor Serial Number before taking reading checkbox. This confirms that the serial number of the CyberSensor
currently attached to the PC matches the serial number entered here.
Confirm Sensor
Serial Number
before taking
reading
Temperature Enter sensor correction values, if necessary. For instance, if you enter 2 in the Temperature Correction field, when
Correction the CyberSensor takes a reading it will add 2 degrees to the current reading.
and
Humidity
Correction

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 Settings – Cal. Options Tab

The table below describes the fields on this form:

Field/Button Description
A1 Adjusting Method A1 usually changes the calibration frequency every time you calibrate, even after the calibration frequency
Calibration has achieved high end-of-period reliability. Most users will prefer less frequent changes and may not want the short
Frequency calibration intervals that go with high reliability. Method A1 is included for users who are familiar with it and wish to
Setting continue using it.
If you select Method A1 in the Gages -> Schedule tab for any gage, whenever you enter a new calibration record for
it, GAGEtrak automatically adjusts its calibration frequency according to the rules you define in the Gage Frequency
Adjusting Interval table.
This table is preset to use the NCSL RP-1 Method A1. This method increases the existing calibration frequency by
10% if the as-found condition of the gage is in tolerance (multiplied by 1.1). If the as-found condition of the gage is
out of tolerance, then it reduces the interval by 55% of the existing frequency (multiplied by .45). If the gage is new
and you’ve never calibrated it, then the interval remains the same (multiplied by 1).
Simulation studies show that you achieve measurement reliability target of 95% EOP using this approach. “EOP”
stands for “End Of Period” – it refers to the reliability of a gage at the end of its calibration interval. You can change
the table to use different factors if you need to use another frequency adjustment method.
Example: If the frequency is 30 days and the as-found condition before calibration is in tolerance, then the frequency
would be set to 33 days (1.1 x 30 = 33 days). If the as-found condition was out of tolerance, the frequency would be
automatically reduced to 13.5 days (.45 x 30 = 13.5 days).
A3 Adjusting Method A3 lets you specify a Reliability Target and requires a certain amount of statistical confidence before
Calibration deciding that a change is necessary. Method A3 tends to eliminate unnecessary changes. When a change is found
Frequency to be necessary, method A3 uses formulas that optimize the Calibration Frequency in fewer steps than Method A1.
Setting
Method A3’s recommendation is available even for gages that do not have Method A3 selected (in the Gages ->
Schedule tab). To see these recommendations, click on Gage Frequency Adjusting Interval in Calibration Utilities.

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 Reliability Target This is the desired end-of-period reliability, for example: the desired probability that the as-found condition of the
gage will be in tolerance at the end of the calibration period (after the optimum calibration frequency has been
achieved). GAGEtrak will recommend changes to the calibration frequency until the specified reliability is obtained.
The default Reliability Target is 80%, but you can change it. Specifying higher reliability will result in more frequent
calibration.
Significance This is the maximum amount of risk GAGEtrak will take in recommending a change, i.e., the risk that a
Threshold recommended change will turn out not to have been necessary. The default is 0.3. Specifying lower significance will
increase the number of calibrations required to make a decision. Significance must be between 0 (never change)
and 1 (always change).
Maintain Checking this will enable Procedure History to be recorded. In a Standard installation, this will be unchecked by
Calibration default. For a 21 CFR install, this will be checked and locked.
Procedure
History
Print Issue Label Default print label selection for label issuance.
When Issuing
Gage
Certificate of This statement is included in the Certificate of Calibration document. This field scrolls up and down to allow for
Calibration longer statements.
Statement
Failure Notice This statement is included in the Calibration Failure Notice document. This field scrolls up and down to allow for
Statement longer statements.
Default Select a default calibration label.
Calibration Label
Calibration ( ) Before, After, and Comments
Measurement
[Tab] key or [Enter] key goes to each of these three fields for each measurement.
Tab Stop
Behavior
( ) Before and After
[Tab] key or [Enter] key goes to Before and After fields for each measurement.

( ) Selected Control
[Tab] key or [Enter] key goes to one field of your choice in the Calibration Measurements window. To use this option
when you are calibrating a gage, place your cursor in the field of your choice, for example, Before. The [Tab] key or
[Enter] key will go to the Before field for the next measurement. If, instead, you place your cursor into the After field,
the [Tab] key or [Enter] key will go to the After field for the next measurement. This option is useful when only one
measurement for the standard is required. Some tools or items are adjustable and can be calibrated to a different
measurement; these tools would have different Before and After measurements.

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 Settings – Calendar Tab

The table below describes the fields on this form:

Field/Button Description
Skip Dates GAGEtrak lets you define dates that you want skipped when it calculates calibration due dates. These days, called
and Skip Date skip dates or skip days, might include holidays, vacation periods or plant shutdown periods. Enter as many skip
Direction dates as necessary. To delete a skip date, click on the record selector box (on the left of each date) and click the
Delete icon in the toolbar. To skip days of the week (like weekends), check the box next to each day of the week you
want to skip.
If a calculated calibration due date falls on a skip date, GAGEtrak schedules it on the following day or the previous day,
depending on the Skip Forward and Skip Backward set for each gage. Select Skip Forward or Skip Backward in this
window to set the default. If you manually enter a calibration due date, GAGEtrak won’t apply your skip dates to it.
Calendar Color- Four different colors are used to display the number of hours shown on the Calibration Calendar. You can set
Coding Intervals the hour duration range for each color according to the staffing level available on a daily basis. The colors on the
calendar will show at a glance which days are overstaffed or understaffed.
Calendar Range Enter the number of months into the future for the calendar to display. If you want to put large numbers here,
experiment with them. The larger the number of months, the longer it will take to calculate next due dates and
generate the Calibration Calendar. For faster operation, you may want to set the Calendar Range from 3-6 months.
Calendar Refresh Use this field to modify the interval at which GAGEtrak automatically updates the calibration data shown in the
Rate calibration schedule calendar. Refreshing the calendar ensures that the data accurately reflects current data in the
database; you may wish to modify the refresh rate according to how busy your calibration lab is.
Select Start of The day of week selected will dictate how the calendar is presented to the user, for example select Monday as the
Week start of the week, and then double click in a date field. You’ll notice the day of the week begins with Monday and
ends with Sunday in the Choose a Date popup calendar.

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 Date Formats
GAGEtrak supports all of the available numeric date formats within Windows. For example, you can represent the date of
November 1, 2008 as 11/1/08, 11/01/08, 11/1/2008, 08/11/1, 08/1/11, or 2008/11/1. Because GAGEtrak’s reports use
only numeric dates, you can select only numeric date formats. Therefore, you can’t use dates like “November 1, 2008” or “1
November 2008.”

As a precaution, you may want to verify your date settings in Windows Control Panel. Click the Windows Start button and then
select Control Panel. Run the Regional and Language Options. In the Regional Options tab, click the Customize button. The
Customize Regional Options window will open. The date formats that you enter into GAGEtrak must match the Windows date
setting; otherwise, errors will occur while you’re running the program.

Settings – Security Tab

The Security tab contains controls for the security features of GAGEtrak. Security parameters are set in within Setup -> Security.

The FDA Edition of GAGEtrak permanently enables its security, advanced audit trail and electronic signature features. Therefore,
if you have installed the FDA Edition, the Enable Security, Audit Trail and Electronic Signature fields show at all times that these
options are active. These fields are grayed out and cannot be changed.

The table below describes the fields on this form:

Field/Button Description
Enable Security Check this box if you want to use system security with GAGEtrak. If you have installed the FDA Edition of GAGEtrak,
security is automatically permanently enabled; this option is grayed out to show that you cannot change it.
If Enable Security is checked under a Standard Installation of the application, you will be required to create at least
one Admin user prior to enabling this feature. You can create user security groups and assign group permissions in
the Security utility.
Enable Security If you check this box, GAGEtrak will display warning messages if users try to perform actions, such as deleting
Messages records, for which they do not have permissions. If you leave this box unchecked, users won’t see messages, but will
still be unable to do anything they don’t have permission to do.

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 Logon Method GAGEtrak allows you to choose from two types of system security:
Windows Logon–uses security from your Windows operating system; when users login to Windows, they can access
GAGEtrak
Application Logon–uses security specific to the GAGEtrak program; you must set up user IDs and passwords in
Security.
Require Check this checkbox to require users to change their logon passwords at intervals chosen by the administrator. When
Password this option is selected, you may select any Number of Days Before Password Change. The default interval is 14 days.
Changes
Minimum Enter the minimum number of characters GAGEtrak will allow for user-defined passwords.
Password Length
User Login Enter the number of minutes of inactivity GAGEtrak will allow before automatically logging out a user. This feature is
Timeout Period only available if Enable Security is activated.
Note: When the time period is changed, you will have to restart the program before the change in duration of
inactivity period will take effect. When the time has been exceeded and there has been no activity in the current
session, the user will be prompted to log back into the application. For an FDA Edition installation, only a non-zero
whole number can be entered for the User Login Timeout Period. For a Standard Installation, a zero value can be
entered to disable the login prompt, but still maintaining security.
Email the ff. Enter a list of e-mail addresses (separated by semicolons) that will receive an automatic e-mail notification when the
recipients… number of Unsuccessful Login Attempts has been reached.
Restrict Issue To If the Restricted Issue To Authorized Users checkbox is checked, the application will control the persons authorized
Authorized Users to Issue gages.
If the Gages -> Auth. Persons and Events tab -> Restrict Issue field is blank or if Program Default is selected, the
application will check whether or not Restrict Issue to Authorized Users is checked in Settings (installation default for
this feature is unchecked).
If Restrict Issue to Authorized Users is checked, the Issued To field in Issue Gages will list only the authorized
persons that were entered on the Gages -> Auth. Persons and Events tab for that gage.
If Restrict Issue to Authorized Users is not checked, all staff will be listed in the Issue To in Issue Gages form.
Enable Audit Trail GAGEtrak will record all actions made within the program, such as record modifications and deletions. The Basic
Audit Trail lists basic user and action information. The Advanced Audit Trail lists basic user, action and Old and New
Value information. To view the Audit Log, navigate to Data Utilities -> Audit Log.
The Advance Audit Trail is automatically and permanently enabled if you have installed the FDA Edition of GAGEtrak.
Remove Audit Enter how many days’ worth of audit trail records you want to keep. GAGEtrak will automatically delete actions
Trail records after older than this value. For example, enter 7 to keep a week’s worth of Audit Trail data. Enter 0 if you want to keep a
this many days comprehensive audit trail record.
If you have installed the FDA Edition of GAGEtrak, all audit trail records are retained permanently; in this case this
option is grayed out to show that you cannot change it.
Electronic Check this checkbox to require users to log in before signing any record.
Signature Login
If you have installed the FDA Edition of GAGEtrak, electronic signatures are automatically permanently enabled; this
option is grayed out to show that you cannot change it.
Do Not Archive The selection of these options dictates how calibrations are to be archived.
Unsigned or
If the Do Not Archive Unsigned Calibration checkbox is NOT checked, then the Do Not Archive Unapproved
Unapproved
Calibration checkbox should not be checked. You can, however, just archive unsigned calibrations.
Calibration
Likewise, if the Do Not Archive Unapproved Calibration checkbox is checked, the Do Not Archive Unsigned
Calibration checkbox should be checked; an approved calibration can only be archived if the Calibrated By and
Approved By Signatures have been created for that calibration entry.

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Settings – Automatic Numbering Tab
GAGEtrak can automatically generate a number sequence for your Calibration Certificates, Service Requests, Gage IDs,
Calibration Scan File Names and Gage Numbering Schemes for cloning records. Use this screen to set the desired format.

The table below describes the fields on this form:

Field/Button Description
Format The format that will be used to create numbers for new records. Use ‘?’ for incremental letters; ‘#’ for incremental
digits; enter text in all capitals. Leave field blank to use the default.
Last Number This field contains the last number issued. You can modify this number but be sure you enter the values correctly or
Issued there may be duplicates.
Test Select this button to view next formatted number of the sequence.
File Path Select the drill down button to the right of the file path field to access the Browse For Folder dialog box to select
location for stored files.
Numbering Allows for custom numbering conventions for Number Fields and Request Types. If the numbering format does
Schemes not fall within the numbering convention in Numbering Schemes it will default to the format defined in Settings ->
Automatic Numbering.
The Number Fields and the Calibration Type drop-down lists contain predefined lists of fields that can be affected by
the defined criteria in the Numbering Schemes section.
Enable If this checkbox were checked, then the automatic numbering of new gage records would proceed exactly as it does
Automatic Gage in the current build. If the checkbox were unchecked, then all automatic numbering of new gages would be disabled.
Numbering This would include gage numbering by the gage type and the basic gage numbering as defined to the left of this
form. Typical functionality for Calibration Certificate and Service Request Numbering.

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 Settings – Interface Tab
Use the Interface tab to customize GAGEtrak to use terminology your company prefers.

Custom Labels Sub-tab

This screen lets you modify the text labels of fields.

The table below describes the fields on this form:

Field/Button Description
Field Name This is the default text used to describe the field in GAGEtrak.
Label Text Enter your preferred label for the field.
Default Label If a field is to have a value at all times, this is the value to which the system will default.
Text
Normal or Bold The weight appearance of the font.
Report Label Select Open Normally to show the user-defined label text and use Open with Default Label Text to show the default
Options label text.

The field names are in alphabetical order. Scroll down the list to find the field name you want to change. If, for example, you
wanted to make the Model No. field say Tool No., you would replace Model No. with Tool No. in the Label Text area. When you
change a field name here, it will be changed on all entry screens, filters and reports.

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 Gage Custom Sub-tab
The Gage Custom sub-tab allows you to customize the types and names of the user-defined fields in the Gages -> User Def and
Attachments tab.

The table below describes the fields on this form:

Field/Button Description
Tab Caption In Gages, the tab currently titled User Defined can be edited to reflect a client specific title, for example
Characteristics.
Item Item number that corresponds with the User 1-20 label.
Field Type Use the drop-down list to select Text, Date or List (the default is Text).
If you select Date, the customized field will show a pop-up calendar and will only accept dates in the proper format.
If you select List, the following form will appear:

To build your list from scratch, click the Custom List radio button, enter the list values separated by colons (i.e.,
Type01;Type02;Type03) and then close the form.
To use a list that already exists in the program, click the From Table radio button, select the table and field in which
the list exists and then close the form. Use the Add Items to list field to enter additional list items.
Field Attribute Click the […] button to the right of the Field Attribute to update custom lists.
Label Text Enter a custom field name.
Default Label The text that will appear on the form if no modifications were made to the label.
Text
Normal or Bold The font weight of the field label.

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 Calibration Custom Sub-tab
The Calibration Custom sub-tab allows you to customize the types and names of the user-defined fields in the Calibrations ->
User Def and Attachments tab. See the section about the Gage Custom sub-tab for instructions on how to alter these fields.

Form Captions Sub-tab

The Form Captions sub-tab is for customers who have upgraded from previous versions of GAGEtrak; it is not for use in
GAGEtrak 7.

Form Tabs Sub-tab

In this screen, you can customize the names of the main entry screen tabs.

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The table below describes the fields on this form:

Field/Button Description
Form Name Use the Form Name drop-down list to select a record entry point; the Tab Name and Tab Caption fields will be
populated appropriately, depending on your Form Name selection.
Tab Name This is the default name of the tab.
Tab Caption Enter the custom name as you want it to appear in the program.

Main Menu Sub-tab

In this screen, you can customize the names of the main menu items. The Menu Name is the default; enter custom text in the
Custom Menu Name column.

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 Menu Bar Sub-tab
The Menu Bar sub-tab is for customers who have upgraded from previous versions of GAGEtrak; it is not for use in GAGEtrak 7.

Messages Sub-tab
This tab is used to customize GAGEtrak’s program messages.

The table below describes the fields on this form:

Field/Button Description
Message Text Input text to collectively explain the need for the message.
Message Title Select a simple title that explains at a glance what the message is, for example: “Cannot open file,” briefly expresses
the message, “Unable to View/Print the selected File. Please make sure that the file exist or is not corrupt.”

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Setup – Security
Within Security, you can assign rights to the program for each user. Each user belongs to one or more groups and inherits the
security rights of the group(s). Begin by creating users.

Security – Users Tab

Add and remove application users using this screen.

The table below describes the fields on this form:

Field/Button Description
User ID Select the user you wish to view or enter a new user name. User IDs cannot be duplicated; even if an ID has been
retired, it cannot be reused.
Name Full name of the user.
Open Form From the drop-down list, select the form that you want this user to see when the application starts.
Add Button After entering a User ID and Name, click the Add button to complete the addition of the user.
Delete Button Select a user from the User ID drop-down list and click the Delete button to delete the user.
Note: If you installed the 21 CFR 11 version of the program and the Default account with Administrative rights is
deleted, a new Default User will be created upon re-login. If you installed the Standard version of the program and
Enable Security was enabled after an Admin user was added and then deleted, the application will automatically
open without login restrictions and Enable Security will still be activated.
Password Button Click this button to add or change the selected user’s password.
All Groups List When a User ID is entered in the User ID field, all available group names are shown in the All Groups pane. Click on
Box the name of the group to which the new user should belong and then click the Add>> button; the group to which the
user belongs will then appear in the Member Of pane.
Add>> Button Select the group (to which the user should belong) from the All Groups list and click this button; the group will
appear in the Member Of pane.
Remove<< If a user should no longer be part of a particular group, select that group name from the Member Of pane and click
Button the Remove<< button. This removes the user from this group.
Members Of List The group(s) to which the user belongs will appear in this pane.
Box

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 Security – Groups Tab
Add or remove user groups and group members using this screen.

It is easiest to set up security on the group level. GAGEtrak has five default groups: Admin, Calibration, Guest, Issue and User
(you can add more groups as needed). When you add a new group, you can copy the permissions from an existing group and
then go to the Group Permissions tab for the new group and make necessary permissions changes.

The table below describes the fields on this form:

Field/Button Description
Group From the drop-down list, select the group view or enter a new group name and click Add.
Add Button After entering a new group name in the Groups field, click the Add button to create the group.
Delete Button To delete a group, select the group from the Group drop-down list and then click the Delete button.
All Users Pane Any user added in the Security -> Users tab will be listed in this pane.
Add>> Button Select a user from the All Users pane and click the Add>> button; this displays the user in the Group Members
pane, making that user a member of the selected group.
Remove<< Select a group member or members from the Group Members field and click the Remove<< button to remove the
Button selected groups from the list box.
Group Members Once a group name is selected from the Group drop-down list or entered into the Group field, this pane will display
Pane all of the users assigned to that group.

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Security – Group Permissions Tab
In this screen, modify group permissions to the different forms and reports of the program.

The table below describes the fields on this form:

Field/Button Description
Group Select the group for which you want to establish permissions.
Select Object Select the type of object for which you want to set permissions. If you select Form Control (which is a field within a
form), you will have to select a form and select the control (a Select Control field will appear).
Select Form, Depending on what you select in the Select Object pane, one or more drop-down lists will be displayed to the right of
Select Report, that pane; you will need to make selections from each of the displayed lists.
Select Control
Suppose you want to hide the Cost field in the Gage -> Information tab from the Calibration group. You would select
and Select
Calibration from the Group drop-down list. Then, in the Select Object pane, click the Form Control radio button;
Function
two fields appear to the right: Select Form and Select Control. In Select Form, choose Calibration Entry. In Select
Control, choose Cost. In the Permissions pane, click the No Access radio button. This hides the Cost field from every
member of the Calibration group.
Permissions Select the permission to be assigned to the object. Available permissions will vary depending on the selection made
in the Select Object pane.

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 Security – Object Permissions Tab
This form is used to view a comprehensive list of objects and permissions for a selected form, report, control or function.

The table below describes the fields on this form:

Field/Button Description
Select Object Select the type of object for which you would like to view permissions.
Select Form, Depending on the selection made in the Select Object pane, a field will appear to the right of that pane.
Select Report,
For example, selecting Form will require you to select a form from the drop-down list. When the form is selected, a
Select Report
comprehensive list of all Control Names and Types, Groups and Permissions are available for viewing in the lower
Control and
portion of the form.
Select Function

Security – Status Tab

This screen displays the current security status of GAGEtrak; the data here is not editable.

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Setup – Setup CA/Service Request
To set up service request letters or corrective action request notices, Navigate to Setup -> Setup CA/Service Request. This form
contains pre-defined letters and allows for the addition of new letters. To enter a new letter, click the new record button and
enter the necessary information.

The table below describes the fields on this form:

Field/Button Description
Letter Type Name of the letter (must be unique name).
Date Authored Date letter was written.
Authored by Name of person who developed the letter.
Body Body of the letter.
Open Editor Click this button to open the letter contents in the .RTF editor. This editor supports rich text; therefore, text defined in
another word editor such as MS Word can be copied and pasted into this editor.
Gage Status Make a selection from the drop-down list to change the status of a gage when the letter is generated; for instance,
when sent when a Calibration Request is sent, the Status of the gage could be changed to Out for Calibration.
Gage Status Make a selection from the drop-down list to change the status of a gage when the request has been completed; for
when returned instance, when a gage is returned from a passed calibration, the Status of the gage could be changed to Active.

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 Setup – Gage Events
Use this screen to define triggers and actions for various changes made to records, such as the passing of a calibration or the
deletion of a gage record.

When an event is triggered, an action can be performed such as running an external application like opening up a Microsoft
Word document or initiating the transmission of an email.

Note: As a user, you can add additional Gage Events that will be triggered by one of the available selections listed under Trigger.
The Trigger list is predefined and is non-editable, as are Actions.

The table below describes the fields on this form:

Field/Button Description
Event This field displays the title of the event. Events are also listed in the Event drop-down list of the Gages -> Auth.
Persons and Events tab.
Trigger What causes the action to initiate?
Description A more descriptive version of the Trigger.
Action This is the action that will be taken when the Trigger occurs.

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Setup – Auto Email Header
The Auto Email Header function allows plain text emails to be sent automatically from the program based on the Email Event.
The Email Event list is predefined and entries cannot be added to or deleted.

The table below describes the fields on this form:

Field/Button Description
Email Event Select the event you would like to modify. The predefined email events are:
• Gage Issued Out – when a gage is being issued from within Gage Entry -> Issue / Return or the Issue
Gages form.
• Gage Returned – when a gage is being returned from within Gage Entry -> Issue / Return or the Return
Gages form.
• Automatic Calibration Due Listing – automatically sends an email when the application is opened. The list of
calibrations due is based on the filter criteria created on the automatic calibration due listing report.
• Cal Due Listing – will be sent from the Calibration Due report.
• Gage Added to Service Request – will be sent when a gage is added in Service Request Entry.
• Gage Status Closed – sends when a gage status is changed to Closed in Service Request Entry.
• Service Request Closed – will be sent when the Service Request Status has been changed to Closed in
Service Request Entry.
• Calibration Passed – is generated when the checkbox in Calibration Entry is checked.
• Gage Limited – will send when the Calibration Status in Calibration Entry is set to Limited.
• As Found Condition Out – will send when the As Found Condition in Calibration Entry is set to Out.
• Calibration Status Change – will send when the Calibration Status in Calibration Entry is set to anything
other than Passed.

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 Email Selection The following selection will provide the following results:
• Send List / Send Issued To – when selected, a list of all gages that have a due date on or before the current
date will be created and included in the email body.
• Send List: will send list of due gages to the employees selected under Employee ID column.
• Send Issued To: if any of the gages on the list is currently issued, a notification will be sent to the Issued To
person.
• Send Auth. Persons – an email will be sent to the list of people in the Gage Entry -> Auth. Persons form, if
the Restrict Issue is set to either Not Restricted or Program Default.
• Send Gage Info After Email Body – if selected, the Email Text will display at the beginning of the body of the
email followed by the list of gages.
Email Text Content included in the body of the email transmission.
Employee ID Select personnel from the drop-down list as recipients of the email transmission.

Setup – Drop-down List Management

Use this form to edit the built-in drop-down lists. For example: In the Gages -> Schedule tab, you will notice that for Calib Freq,
the user has the opportunity to select a predefined unit of time from the drop-down list.

If the user would prefer Days to display as No. of Days, this is the module that will allow you to make that revision. Simply
overwrite the existing text with your preferred text:

Changing the text does not affect how the program uses this field. It merely changes what the user sees on the screen and any
changes made to the text fields will appear throughout the program.

GAGEtrak 7 User Guide Admin Guide Chapter Three Setting Up GAGEtrak 250
The table below describes the fields on this form:

Field/Button Description
Combination Name This is the name of the field that contains the editable drop-down list.
Item This is the text that is currently displayed; overwrite this text with your preference
Active Checkbox If this checkbox is checked, that item is currently available for selection in the specified drop-down list. Uncheck
the Active checkbox to disallow that item’s future selection.
AddItemBehaviour This option is not available for all drop-down lists. This field lets the Administrator determine the way in which
users may add new items to a drop-down list.
• Automatically add means that the user can type any value into a field that contains a drop-down list
and that value will be added to the list for future selection by other users.
• Cannot add items means that users may not enter new data; they may only select from the items
already in the list.
• Ask to add means that the user may enter new text into a field that contains a list and the program will
ask for confirmation of the addition of the item.

If a value list contains unwanted data, such as Supplier Code, you can navigate to Supplier Entry and uncheck the Enabled
checkbox. This makes the supplier inactive which removes the supplier from the Supplier Code drop-down list for future gage
entries.

Setup – Status IDs

Enhanced gage status monitoring allows you to select multiple status indicators for due listings and scheduling, whereas past
versions of GAGEtrak only took active status gages into account.

Select this utility to enter the descriptions you want to appear in the Status drop-down list in Gages. Click the Include in lists of
due gages checkbox to include all gages of that status in reports and on the dashboard.

The default descriptions are Active, In-Active, Out for Repair, In Calibration and Lost. You can change these descriptions or add
additional ones as required by your company; for example, you may need to add Retired, Sealed or Loaned Out.

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 Setup – Report Control IDs
If your company must follow Document Identification and Control requirements, you can identify each GAGEtrak report with a
unique document control number. To set up this feature, navigate to Setup -> Report Control IDs and enter a new record or edit
the existing entries. The Control Text that you enter will appear at the bottom of reports.

Tip: If your company does not require a form number on reports, you can use this area for your company’s address and telephone
numbers.

Setup – Report Designer

Please see the Reports chapter for information about Report Designer.

Setup – Label Designer

The Label Designer is for use with Brother label printers as part of the GAGEtrak Calibration Label Kit; the labels are edited
within the Brother P-touch Editor software:

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The Create/Edit Report tab displays a list of all available labels. The Delete Report tab will show a list of deleted labels; only labels
that you create or import can be deleted; the default labels shown here cannot.

Use the Import/Export tab to import labels received from Technical Support or other GAGEtrak users or to export to other
GAGEtrak users.

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Admin Guide Chapter Four
Staff Records
From the Main Records menu, select Staff to enter and view detailed employee records for your staff, including information like
training, ID photo, what gages they’re authorized to use and whether a gage has been issued to them.

Staff – Information Tab

GAGEtrak 7 User Guide Admin Guide Chapter Four Staff Records 254
The following table explains each of the fields and buttons in this screen:

Field/Button Description
Employee ID Enter a unique alphanumeric identifier for each employee.
Name In this field, enter the employee’s full name.
Active Check this box to show that the employee is currently active. If you don’t mark the employee as active, his or her
name won’t appear on reports that list available employees.
Address, City, Enter the employee’s full address.
State and Zip
E-Mail Enter the employee’s e-mail address.
Home/Pager and Enter the employee’s phone numbers.
Work Phone/Ext.
Emergency Enter a person’s name and phone number to contact in case of emergency.
Contact Name
and Phone
Craft Use this field to categorize your workers by profession. You can use a description, such as welder or electrical
engineer; a code, like MIG-3; or a union number combined with a classification, such as 786-Journeyman or
786-Apprentice.
Rate Enter the employee’s hourly rate.
Seniority Enter the seniority or other work status of the employee. You could use this field to store the date that determines
seniority.
Skill Level Using either an internal or external classification system, assign a skill level to each employee. You could also use this
field to indicate multiple skills for your employees, assigning letters or numbers for different skills.
SS No. Enter the employee’s social security number.
Job Title Enter the employee’s official job title.
DOB Enter the employee’s date of birth.
Date Hired and Enter the date on which you hired the employee and the date on which the employee started his or her current
Date in Job position.
Department Enter the primary department in which the employee works.
Supervisor Enter the name of the employee’s direct supervisor.
Shift Indicate the shift(s) for which this employee is available.
Crew Use this field to track the name of the crew(s) to which this employee either belongs or is qualified to belong.
Staff User 1 and Use these two fields to store any additional employee related information.
Staff User 2

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 Staff – Training Tab
Use this form to keep track of the employee’s current and continuing education.

The table below describes the fields in this screen:

Field/Button Description
Education Give a basic description of the employee’s education; for example, BS – Mechanical Engineering.
Industry Enter the employee’s work experience; for example, 6 years Inspection Technician, Grade II.
Experience
Related Use this field to track any other useful experience, such as AutoCAD 3-dimensional wire diagramming.
Experience
Management Enter any management experience that the employee has; for example, Supervised Calibration Inspection Dept. in
Experience 2008.

Training History
In this section, you can track classes or certifications that each employee has completed. Use the scroll bar at the bottom of the
screen to see the different fields.

Field/Button Description
Description Enter a brief description of the training.
Start/End Dates Beginning and end dates of the training.
School Enter the name of the school at which the employee attended training.
Cost Enter the cost of the class.
Status Use this field to indicate whether or not the employee has finished this particular class.
Certification If this training was for a particular certification, enter the type of certificate.
Cert. Expiration If the certification is good for only a specified length of time, enter the expiration date in this field.
Date
Hours Enter how many hours the training was worth or how long it lasted.
CEUs CEUs are Continuing Education Units. In this field, enter the number of credit units earned for the training.
Comments Enter any other relevant information for this training or certification.

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Staff – Photo Tab
Use this form to attach a personnel photo. If the photo is already saved as a file (.jpeg, etc.), click Insert Object, click the Create
from File radio button and then browse to and select the photo file. If you have copied a logo image from another program into
the Windows clipboard, click in the photo box and then click Paste Photo.

Staff – Authorized Gages Tab

In this screen, enter a list of gages that the employee is authorized to use; use the Gage ID drop-down list to select a gage. Once
a selection is made, the Description, Type and Model No. fields will automatically populate with information from the gage
record. The Note field can be used to document special instructions, etc.

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 Staff – Issued Gages Tab
In this screen, you can view (but not edit) the list of gages that are currently checked out to this employee.

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Admin Guide Chapter Five
Database Utilities
In addition to setup features, the Database Utilities menu also contain functions that help you maintain your program and
database. In this chapter, we’ll discuss these utilities, including archiving or un-archiving records, backing up your data and
exporting or importing records.

Archive/Un-archive
Important: Always make a backup copy of your database file before you archive.

Use the Archive/Un-archive utility to archive or un-archive your calibration and gage issue records. Archive moves your records
from the current group and puts them in a storage location within the database. This makes your current group of records
smaller and your database faster. An archive is not the same as a backup.

When you select this feature, the following filter will appear:

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 You can archive your calibration or gage issue records by Gage ID or by From Date and To Date. To archive by date, enter the
beginning date in the From Date field and the ending date in the To Date field.

When all criteria have been entered, you can view the records first by clicking the View Records button (or the View Cal Meas
button) or you can immediately archive them by clicking the Archive button. After archival, you can still click the View Records
button to view the archived records:

To put archived records back into the current record group, set up the criteria in this screen and click the Un-Archive button.

In the Setup -> Settings -> Security tab, you can disallow the archival of unsigned and/or unapproved calibrations.

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Audit Log
Select Audit Log from the Database Utilities menu to view a detailed log of all changes made to the database. Place your cursor
in any row and the details (before and after values, etc.) for that row will be displayed at the bottom of the form:

There are two ways to enable the Audit Trail in order to view the Audit Log:

1. If the FDA Edition of GAGEtrak was installed, security and the Advanced Audit Log are automatically and permanently
enabled and the audit log records are retained indefinitely.
2. In the standard version of GAGEtrak, you would need to enable the Audit Trail in the Setup -> Settings -> Security tab.
Here, you can select your preference for audit trail tracking: Advanced Audit Log, Basic Audit Log or No Audit Log. If
No Audit Log is selected in the Enable Audit Trail field, attempting to open Audit Log from the Database Utilities menu
will display a message stating so. Click OK on the message and the Advanced Audit Log form will be displayed for your
reference, but the system will NOT be tracking any records until an audit trail has been selected.

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 Backup/Restore
Navigate to Database Utilities and select Backup/Restore.

Backup/Restore – Manual Tab

You should periodically back up your database file (we suggest that you do so every day). We recommend that you use
GAGEtrak’s built-in Backup/Restore function for this task; however, if you have a specialized backup product (such as Colorado
Backup, Zip Drive or another network backup utility), you can use that product instead.

GAGEtrak’s Backup/Restore utility works only with MS Access databases. If you are using MS SQL, you must use backup and
restore utilities designed for SQL. See your system administrator, as these are not included with GAGEtrak.

Manual Backup
Choose Manual Backup if you wish to specify the name of your backup file or to back up a database other than the one you are
currently using. To start the backup procedure, click the Manual Backup button.

You will be prompted to choose a name for the zip file. Select the drive and enter a name for the backup ZIP file. For example, if
you’re saving a backup file on March 17, 2015, you could name it Backup03172015.ZIP.

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After naming the file, click the Open button.

In the next window, browse to and select the database file that you want to back up and then click the Open button.

If your database is on your server, you must change the drive letter to your network drive and select the appropriate folders, then
highlight the database file. If you aren’t sure where your database is located, see Change Database -> Current Connection. If you
use more than one database with GAGEtrak, back up each one of your databases separately.

When the backup is finished, you will receive a confirmation message saying that the operation was completed successfully.

The resulting backup file is compressed in the industry standard ZIP format. This means that you can use other utilities, such
as PKZIP, PC-Tools, WinZip or Norton to restore your backup file.

Manual Restore
When you restore your database, restore it to a location different from that of your current database. The Restore utility contains
a safeguard that prevents you from overwriting your current database, even if you try to do so. This safeguard lets you alternately
open your restored and current databases to compare them in case you suspect that you’ve lost data because of a corrupt
database. We recommend creating a folder named BACKUP to use as the location for your restored database(s).

To restore your database file, click the Manual Restore button in the Manual tab of the Backup/Restore window.

A dialog box will appear; highlight the .zip file you want to restore (unzip) and click Open.

In the next window, choose the drive and directory to which you want to restore the backup file and then click OK.

When the backup is finished, you will receive a confirmation message saying that the operation was completed successfully.

If you’ve replaced your hard drive or are installing the software to another computer, re-install GAGEtrak first, then restore your
backup database file.

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 Backup/Restore – Automatic Tab

Automatic Backup
If a manual backup has been done in the past, then the file resulting from the automatic backup will be placed in the same
location as that manual backup file. If a manual backup has not been done in the past, then the file resulting from the
automatic backup will be stored in the same location as the database. The application does not backup SQL databases.

To start the backup procedure, click the Automatic Backup button. When the backup is finished, you will see a confirmation
message saying that the operation was successfully completed.

Your data is now backed up. The resulting backup files will be compressed in the industry standard ZIP format. This means that
you can use other utilities such as PKZIP, PC-Tools, WinZip or Norton to restore your files. The backup file will have the same
name as the database file (but will have a .zip extension) and it will be placed in a folder named with the current date, i.e., the
folder will be called 03172015 if the backup is performed on March 17, 2015. You can rename the folder and/or the .zip file.

Automatic Restore
To restore your database file, click the Automatic Restore button in the Automatic tab of the Backup/Restore window.

If a database file exists with the same name as the database file you are restoring, you will be prompted to rename the file you
are restoring:

Click Rename; enter a new name for the file in the dialog box that appears and click OK to complete the restoration of the file.
Once complete, you must connect to your restored, renamed database. See Change Database -> Current Connection.

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Backup/Restore – Create Calendar Event Tab
Within the Backup/Restore window, click the Create Calendar Event tab. Here, you can create a backup reminder event for your
electronic calendar application. This utility will not perform the backup of the database. All it does it create a reminder to perform
the backup. It is the administrator’s responsibility to insure that the correct database is being backed up on a regular basis.

Field/Button Description
Select Calendar Select the file format that the calendar event will use. iCalendar is a multi-platform standard used with newer
File Format electronic calendar applications and allows more functionality like Recurrence and Alarms. vCalendar is an older
standard that does not support Recurrence or Alarms.
Select Schedule the alarm for Every Day of the week or only for Active Days. Active Days are the days that are not set to be
Recurrence skipped (determined within Setup -> Settings -> Calendar tab -> Skip Date Entry.
Start Time Select the time of the day at which the alarm should be scheduled.
Include Check this box to include an electronic reminder when the event is due. The nature of the alarm depends on the
Reminder / nature and configuration of the electronic calendar application.
Alarm
Create Event Click this button to create the event based on the settings in this form and export it to the electronic calendar
application. If you wish to email this event to another user, the event can be found in the default application directory:
C:\Program Data\CyberMetrics Corporation\GAGEtrak 7.0\AppFiles\BackupEvent.ics.

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 Reset Messages
This utility could potentially cause undesirable effects to the data within the application if used without a full understanding of its
use. Please consult your systems administrator and call CyberMetrics Technical Support prior proceeding. The Reset Messages
utility resets the program messages back to their default values.

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Calculate All Due Dates
Use this utility to recalculate calibration due dates. For example, if you change the calibration frequencies on all of your
micrometers from 65 Days to 90 Days and you have 50 micrometer records, it’s easier to run this utility than to manually click
the Next Calib button for each of those 50 records. You’ll see the following confirmation when you select this utility:

Click Yes to have GAGEtrak calculate the Next Due Date for every gage record, based on Calibration Frequency and Last Due
Date. It deletes or overwrites any manually entered dates, and dates calculated by issue tracking.

Fill Accuracy History and Fill Projected Schedule

To improve performance, GAGEtrak 7 calculates and stores due date schedules and accuracy values differently from earlier
versions. If you have upgraded from version 6.x to 7, you will need to run these two utilities in order for GAGEtrak 7 to correctly
calculate and store these values. As there are many complex calculations to perform, this process can take a while, but each
utility needs to be done only once per database. If you have not transferred data from an earlier version of GAGEtrak, you do not
need to run these utilities.

Remove Spaces from Gage IDs

Run this utility once after you’ve imported data from any other gage management program. This utility removes any
unnecessary trailing spaces that your old program used and that were in any databases that you imported into GAGEtrak. It also
rounds your calibration measurements to six decimal places, removing any extraneous digits added or transferred during the
import process. Depending on how many records you have, this process can take from one to ten minutes. Upon selecting
Remove Spaces from Gage IDs from the Database Utilities menu, the following message opens:

To proceed, click Yes and when the operation is complete, click OK on the confirmation message.

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 Reset Gage Issue Status
This utility goes through each gage record in the database and to see if a gage has been issued and not returned. All of the
currently issued gages are flagged as issued. Use this utility if any issue tracking records have been deleted.

To proceed, click Yes and when the operation is complete, click OK on the confirmation messaage.

Set Format of Standards

Use this utility if you have upgraded from any previous version of GAGEtrak. It sets the number of significant decimals for the
calibration standards for each gage according to each gage’s most precise tolerance or resolution. Upon selecting this utility, the
following window opens:

Click Yes to continue and then click OK on the confirmation message.

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Set Status of Gages
Use this utility only if you’re upgrading from a 1.x version of GAGEtrak or if you imported data from another program or file
format. If you’re upgrading from a 1.x version of GAGEtrak, run this utility after the Data Utility.

This procedure updates changes all empty gage Status fields to status 1 (Active). This utility won’t change the any gage records
that already have a specified Status.

Select Set Status of Gages from the Database Utilities menu; the following window opens:

Click Yes to continue and then click OK on the confirmation message.

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Admin Guide Chapter Six
System Maintenance
Maintaining Your Hard Drive
We highly recommend that you run the Windows ScanDisk and Disk Defragmenter utilities to keep your hard disk running
smoothly. Run ScanDisk each week to clean up cross-linked files and other problems. Next, run Disk Defragmenter to
reorganize your files (this keeps your files from being spread out in pieces all over the hard drive). Your disk accesses will
run somewhat faster and your hard drive will be less prone to problems. To run these utilities, check the Start button, select
Programs, then choose Accessories. Highlight System Tools, then select the utility and follow the directions on your screen.

Please check with your IT department or whoever is responsible for maintaining your computer before running these utilities.

We also recommend making sure you have a current backup of your GAGEtrak data before performing any hard drive maintenance.

Maximizing Performance
We recommend that you keep a large amount of empty hard drive space for your operating system’s virtual memory
management. If you have limited resources and GAGEtrak runs slowly, try closing all other applications to devote all available
system resources to GAGEtrak.

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Index
A
Acct. No. 105
Accuracy 108, 114, 115, 211, 212, 213
Accuracy Chart 53
Action Required 104
Advanced Filter 37, 194
After 53
ANOVA
ANOVA Components of Variance 140
ANOVA Correction Factor 138
ANOVA Formulas 134
ANOVA Sample Study 136
Appraiser Variation (AV) 117
Archive/Un-Archive 259
As Found Condition 104
Asset Number 47
Audit Trail 236
Automatic Adjustment of Calibration Frequency 232
Average and Range Method 118

B
Backup 262
Backup Automatic 264
Backup Manual 262, 265
Backup/Restore 262
Batch
Batch Issue and Return 94
Before 53

C
Calculate All Due Dates 267
Calendar
Calendar Settings 234
Pop-up Calendar 28
 Calibration
Calibration Purpose 211
Calibration Terminology 211
Calibration Entry 107, 109
Calibration Entry From Gage Entry 53
Calibration Frequency 55, 104
Calibration Frequency After Use 55
Calibration Frequency Before Use 55
Calibration Frequency Cycles 55
Calibration Frequency Days 55
Calibration Frequency Months 55, 56
Calibration Frequency Weeks 55, 56
Calibration Frequency Years 55, 56
Calibration History 62
Calibration Hours 56
Calibration Labels
Calibration Labels Calibration Label Kit 106
Calibration Standard 58, 61
Calibration Status 104
Calibration Timer 105
Calibrator 55
CalPro (Calibration Procedures) 77
Certificate No. 105
Certificates of Calibration 105, 233
Change Database 23
Change Field Name 203
Change Level 47, 74
Charts. See  specific chart titles.
Cloning Gage Records 52
Comments
Gage Entry 47
Copy
Copy Procedures 77
Correction Factor (ANOVA) 138
Corrective Action 81, 82
Current Location 47, 48, 51, 95
Cycles 55, 213

D
Dashboard 19
Additional Schedules Due Tab 19
Calibrations Due Tab 19
Dashboard Due List 230
 Database
Change 23
Data Field 202
Date
Next Calibration Due Date 56
Next R&R Due Date 57
Purchase Date 47
Retirement Date 47
Service Date 47
Date Formats 235
Delete Field 203
Department 95, 104
Description
Description Gage 47
Designer Canvas 202
Drawing Number 47, 74

E
Email Report 191
Employee ID
Employee ID Creating 255, 265
Environmental Conditions 105
Equipment Variation (EV) 117
Error Chart 125
Error Message
Error Message Duplicate Value in Index 198

F
Filter
Advanced Filter 37
Filter Archive/Un-Archive 259
Filter Calibration Entry 103
Quick Filter 35
Search Box Navigation Tool 22

G
Gage Frequency Adjusting Interval 86
Gage ID
Archiving by 260
Calibration Entry 104
History 62
 Issue Tracking 95
Removing Spaces from 267
Return 96
Gage Records
Cloning 52
Gage Requirements 73
Gage Serial Number 47, 104
Graph 53, 105

H
Hours 56, 105
Humidity 105

I
Import Report 191
Insert Object 230
Inspection Frequency 74
Issue Date 50, 95
Issued Department 48, 95
Issued To 48, 50, 95
Issue Time 50, 95
Issue Tracking 55, 56
Issue Tracking Batch Mode 94

L
Last Rating 84
Last Received 84
Last Reject 84
Last Review 84
Limited Use 108
Linearity 113, 115, 147
Location
Current Location 47, 48, 51, 95
Storage Location 47
Logo 230
Logon
Logon Select Method 236
M
Master Tabs 21
Maximizing Your Performance 270
Maximum 58, 62, 107
Minimum 58, 62, 107
Minus Tolerance 58
Model Number 47
Modify Existing Report 202
Moving Fields 205
MSA 113
From Calibration Entry 118

N
Navigation Menu 19
Undock 20
New Report 200
Next Due Date 55, 56, 57, 104, 105
NIST Number 47
Nominal 61, 107, 108
Normalized Individuals Chart 127

O
Object Insert 230
Open Report 191
Output Report 191

P
Part Appraiser Average Control Chart 130
Part Control Method 74
Part Entry 73
Part Number 50, 67, 74, 95
Part Variation (PV) 117
Performance. See  Maximizing Performance
Personnel 254
Plus Tolerance 58
Pop-up Calendar 28
Precision 115
Pressure 105
 Preview Report 206
Procedure 66, 213
Copying 77
Inspection Procedure for Parts 74
Procedure Entry 75
Procedure Name 66
Purchase Date 47
Purchase Order Number 50, 95

Q
Quick Filter 35

R
Range Chart 125
Range Method 119
Received Date 50, 96
Received From 50, 96
Received Time 50
Records
Calibration Records 53, 56, 58, 103, 104, 232, 259
Gage Records 105
Reference Standard 47
Remove Spaces from Gage IDs 267
Repeatability 115
Repeatability Range Control Chart 130
Report - Email 191
Report - Import 191
Report - Modify Existing 202
Report - Open 191
Report - Output 191
Report - Preview 206
Reports 185
Reproducibility 116
Reset Gage Issue Status 268
Restore 262
Automatic 264
Manual 263
Retirement Date 47
R&R 56, 57, 105
Charts 124
R&R Frequency 56
 Run Chart and Average Chart 126

S
Scatter Plot 129
Schedule
Calibration Schedule 55, 213
Gage R&R Schedule 69
Search Box Navigation Tool 22
Security
Enable 235
Messages 235
Serial Number 17
Service Date 47
Service Request 81, 247
Set Status of Gages 269
Settings 104, 235
Short Method. See  Range Method
Skip Dates 55, 234
Stability 113, 116, 163
Stability Control Charts 164
Staff Entry 254
Standard ID 58, 107
Status
Calibration 104
Service Request 82
Status ID 269
Status ID Gage Entry 47
Storage Location 47
Supplier Code 47, 84
System Maintenance 270

T
Technical Support 17
Text Field 202
Total Variation (TV) 117
Training
Staff Records 256
Type
Calibration 63
Calibration Type 104
Gage 47, 212
 Gage R&R Study 120, 161
Issue 50, 95
Service Request 82
Standard 58, 61, 107
Supplier 84

U
Uncertainty 58, 105
Unit of Measure
Gage Entry 47
Usage 213
User Defined 68

W
Whiskers Chart 128

X
X - Y Plot of Averages by Size 128

Z
Zip File 262, 263
 It gets even better.
This line of additional products is yet another reason
GAGEtrak is the #1 calibration management software solution in the world.
Streamline your workflow, improve productivity and reduce costs - contact us today to place your order.

Report Viewer is an easy-to-use desktop utility that connects to your GAGEtrak database(s), allowing you to
generate thorough reports to analyze and stay ahead of trends, forecast workloads, improve efficiency and minimize
costs. Report Viewer offers the convenience and simplicity of accessing only the information you need, allowing you
to have more control over your quality management program. Ask about Report Viewer Pro for custom reporting.

The Calibration Label Kit lets you create bar-coded labels for all of your equipment directly out of
GAGEtrak. This compact Brother ® printer comes complete with cables, label design software and everything
else you’ll need to get started. The harsh-environment labels are resistant to moisture, temperature extremes,
industrial chemicals, UV and abrasion and are available in a variety of sizes and colors.

CyberSensor is an automated ambient temperature and humidity sensor that communicates with GAGEtrak
via a USB connection. When a calibration is passed, the Temperature and Humidity fields within the GAGEtrak
calibration record are automatically populated with CyberSensor data, making your calibration documentation
even more complete. Improve efficiency and the reliability of your calibrations with CyberSensor’s accurate
temperature and relative humidity monitoring.

GAGEtrak’s Total Calibration Solution (TCS) includes everything else you need for ISO 9000 and
ISO/TS 16949 calibration compliance at a special package price. TCS includes GAGEtrak Software, a Calibration
Label Kit, CalPro Calibration Procedures and an Annual Maintenance and Support Agreement (MA). Double your
efficiency with TCS+ which includes all of the contents of TCS plus an additional GAGEtrak license and MA.

CalPro, an indispensable asset for any calibration department, is a database of step-by-step calibration
procedures for more than sixty commonly used inspection gages, instruments and reference standards. Any or
all CalPro procedures can be imported into GAGEtrak using the import utility provided or printed as hard copy
from the DOC files included on the CalPro CD.

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