Purpose #

Purpose of This Guide:

1. Provide clear instructions for account setup, navigation, and feature use.
2. Ensure users understand the differences between account types and subscription plans.
3. Support compliance, traceability, and efficient use of the platform for all user roles.

Who Should Use This Guide #

This guide is intended for all users of the Calitrak platform, including both professionals and clients, to help them understand how to effectively navigate, set up, and use the system.

Overview #

Calitrak is a comprehensive platform designed to help companies, professionals and their clients efficiently manage equipment, maintenance, calibration, and compliance records. The system provides clear visibility into equipment status, ensures proper recordkeeping, and enables streamlined operations for both service providers and end users.

1. Key Benefits
   • Efficient Equipment Management: Track calibration, maintenance, and inspection status in one place.
   • Professional-Client Collaboration: Professionals can manage accounts for their clients while clients can access and monitor their own data.
   • Automated Documentation: Premium clients can generate auto-filled certificates, reports, and forms, reduce manual work and improve accuracy.
   • Compliance and Traceability: Maintain reliable records for audits and regulatory requirements.
   • Flexible Access: Supports multiple account types (Calitrak Pro, Client account, Managed account) to suit different workflows.
2. Intended Users
   • Calitrak is ideal for:
     • Equipment service providers and maintenance companies
     • Organizations that require accurate tracking of equipment calibration and maintenance
     • Clients who need easy access to their records and compliance documentation

System Requirement #

To ensure optimal performance and a smooth user experience, Calitrak should be accessed using the following recommended system configuration.

1. Supported Platforms
   • Calitrak is a web-based application and can be accessed on:
     • Desktop computers (Windows, macOS, Linux
     • Tablets
     • Mobile devices (limited functionality depending on screen size)
2. Web Browser Requirements
   • For best performance, use the latest version of one of the following browsers:
     • Google Chrome
     • Mozilla Firefox
     • Microsoft Edge
     • Safari
   • ⚠️NOTE: It is recommended to keep your browser up to date to ensure security, compatibility, and access to all features.
3. Internet Connection
   • A stable internet connection is required
   • For best performance, use the latest version of one of the following browsers:
   • Higher speeds may be required for uploading/downloading large documents
4. Display Requirements
   • Minimum resolution: 1280 × 720
   • Recommended resolution: 1920 × 1080 or higher
   • For optimal experience, use a desktop or laptop screen.
5. File Support
   • PDF (certificates, reports, forms)
   • Images (JPG)
   • CSV (data export)
6. User Permissions
   • JavaScript must be enabled in the browser
   • Cookies must be enabled for session management
7. Optional Requirements
   • For full functionality (especially for Calitrak Pro):
     • PDF reader (for viewing generated documents)
     • Spreadsheet software (for CSV file handling)
8. Performance Recommendations
   • For best results:
     • Use a modern device with updated operating system
     • Avoid running too many applications simultaneously
     • Ensure sufficient storage space for downloaded files