Legacy Export/Import Utility - Export to Customer

To export equipment to customers, select Utilities: Export Information: To IndySoft Customer... or Utilities: Export Information: To EnGage! Customer... and follow the steps through the wizard.

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Select Equipment for Export

The first step is to select the equipment you want to send to the lab. In this case, TESTING sends caliper 0001's information to a lab. Select the equipment, as usual, using any of the Equipment Finder methods and click the 'Add' button.

The second step is to specify what additional information will be exported. This includes who exported it, a required description, and comments.

Export Options

In addition, if you press the 'Options...' button, you can automatically create Cal. In/Out events and specify which events should be performed. This can be useful for tracking the fact that the calibration was performed off-site.

Export to Customer - Step 2

Finally, specify the folder to save to or select 'E-mail File' if you want to send the export data as an attachment to your lab. After performing the export event, your customer should have the following information from your database: the fact that a calibration was performed (not viewable) and the cert generated by the event. |