Calibration Customer Portal: Certificates at Your Customer's Fingertips

The KALDATA Customer Portal is a web-based portal that a calibration laboratory opens to its customers. Your customer signs in with their own user name and password and reaches their certificates, quotations, surveys and account without calling the laboratory or waiting for e-mails. Because the portal uses the same data as KALDATA, every certificate completed in the laboratory appears in the portal at once.

The home page shows the customer's total certificates, surveys awaiting an answer, quotations awaiting approval and the balance for the year in summary cards; each card leads to the related screen in one click.

The customer follows the calibration status of every device sent to the laboratory in a single list. Each row shows the acceptance and calibration dates, certificate number, device, measuring range, serial and device number, calibration interval, next calibration date and days remaining.

• Filtering by date range and period
• Separate lists for accredited, non-accredited and nonconforming certificates
• Viewing a certificate in the portal and downloading it as PDF
• Bulk download of several certificates
• Viewed and downloaded certificates marked with colours
• Export of the list to Excel

Devices whose calibration date is approaching stand out with the days remaining, so the customer sees for themselves which devices are due before an audit.

When a certificate contains information that needs correcting, the customer sends a revision request from the portal with the reason. The request reaches the laboratory on record and can be cancelled by the customer if needed, which reduces phone and e-mail traffic.

The customer can also update the calibration interval of their own devices in the portal. The next calibration date and days remaining are tracked according to that interval.

Quotations sent by the laboratory are listed in the portal. Quotations awaiting approval sit in a separate tab, showing the quotation number, date, validity, total amount and status. A quotation can be viewed in the portal or opened in a new tab.

Customer satisfaction surveys sent by the laboratory are listed in the portal as pending and completed, and the customer answers them directly in the portal. Customer feedback required by the quality system is collected regularly.

The account statement screen shows the customer's invoice and payment transactions with debit, credit and balance totals, filtered by date range.

Each customer user sees only their own company's records. For customers with several companies, more than one company can be linked to a user and the user switches between them in the portal.

• Certificate, quotation, survey and account screens enabled or disabled per user
• Password change and forgotten password flow
• Periodic password renewal reminder
• Certificate files served only to authorised users
• User profile

• Less time spent sending certificates
• The question "Where is my certificate?" answered by itself
• Upcoming calibrations followed by customers too, bringing repeat business
• Revision and interval requests kept on record
• Customer satisfaction surveys collected regularly
• A corporate, transparent service in the eyes of the customer

The Customer Portal works together with KALDATA Calibration Laboratory Management Software. The KalData Saha mobile app for field teams uses the same data. For testing laboratories, the customer portal is part of the Testing Laboratory Software.

Does the customer need to install a program?
No. The portal is web-based and is accessed from a browser with a user name and password.

Are certificates uploaded to the portal separately?
No. The portal uses the same data as KALDATA; a completed certificate appears in the portal automatically.

Can a customer see other companies' records?
No. Each user sees only the records of the companies linked to them.

Can several certificates be downloaded at once?
Yes. Certificates can be downloaded in bulk and the list can be exported to Excel.

Can a customer ask for a correction on a certificate?
Yes. They send a revision request from the portal with the reason.

Can I limit which screens are visible?
Yes. Certificate, quotation, survey and account screens can be enabled or disabled per user.