Terms used across HTM 01-05, PSSR 2000, PUWER 1998 and manufacturer documentation

Validation, calibration and servicing: what each word means

Servicing, validation, calibration, statutory examination and functional checks are different activities, carried out by different people and producing different records. They are often confused, and the confusion causes real problems: a practice believes a duty has been met when the document it holds does not show that.

Jurisdiction
England
Last verified
9 September 2026
Next review
9 March 2027
Version
1

In plain English

Servicing, validation, calibration, statutory examination and functional checks are different activities, carried out by different people and producing different records. They are often confused, and the confusion causes real problems: a practice believes a duty has been met when the document it holds does not show that.

Servicing is planned maintenance to the manufacturer's schedule to keep equipment working: replacing wearing parts, cleaning, adjusting and testing operation. It produces a service report. Validation is documented proof that a process consistently achieves what it is meant to; for decontamination equipment under HTM 01-05 that means installation, operational and performance qualification followed by periodic tests, producing validation and test records. Calibration compares an instrument's reading against a reference of known accuracy and adjusts it if necessary; it produces a calibration certificate traceable to a standard. A statutory examination, such as the PSSR examination of a pressure system, is an independent check by a competent person against a written scheme; it produces a report of examination. A functional check confirms that something operates; it says nothing about accuracy.

Dynamo Dental carries out servicing, repair and installation, and records functional checks. It does not validate, calibrate or examine, and a service report from us should never be read as a certificate of any of those things.

Who does what

Your responsibility as the provider

  • Knowing which of these activities each item of equipment needs, from the manufacturer's instructions and the applicable regulation or guidance
  • Engaging the right person for each: a service engineer for servicing, a decontamination engineer for validation, a calibration laboratory for calibration, a competent person for statutory examination
  • Filing each type of record separately and being able to say which document proves which activity
  • Not accepting one document as evidence of another

What Dynamo Dental delivers directly

  • Servicing: planned maintenance of chairs and treatment units, compressors, suction systems and amalgam separators to the manufacturer's schedule, with a service report
  • Repair and installation, with a report for each
  • Functional checks recorded during servicing (for example that a pressure switch operates, a chair reaches its positions, suction reaches the manufacturer's stated performance); these are recorded as functional checks, not as calibration
  • Recording on the asset register which validation, calibration and examination records the practice holds and when they are next due, using dates the practice supplies
  • Saying clearly, in reports and quotations, which of these activities is included

Verified specialist competence, or a specialist partner

  • Validation and periodic testing of decontamination equipment: a competent decontamination engineer under HTM 01-05
  • Calibration of instruments where a traceable reading matters (for example test gauges, thermometers, radiation dosemeters): a calibration laboratory, normally with accreditation the practice can check
  • Statutory examination of pressure systems: a competent person under PSSR
  • Critical examination, acceptance testing and QA of X-ray equipment: an X-ray engineer with the RPA and MPE
  • Electrical installation inspection and testing: a qualified electrician

Outside our scope

  • Validation, calibration or statutory examination of any equipment
  • Issuing certificates
  • Describing a service report as evidence of validation, calibration, examination or compliance

Questions

Questions on this topic

Our engineer 'tested' the compressor. Is that calibration?

Almost certainly a functional check: confirming that the compressor builds pressure, the pressure switch cuts in and out and the safety devices operate. Calibration means comparing an instrument against a traceable reference and issuing a certificate. If a document does not name the reference and show the results against it, it is not a calibration certificate.

Can a service report be used as a compliance certificate?

No. A service report is evidence that maintenance was carried out on a date and what was found. It is not a certificate of validation, calibration, statutory examination or regulatory compliance, and Dynamo Dental does not issue such certificates. Keep the specialist documents for those.

Not sure what records you should have?

The Practice Engineering Survey establishes what exists and what is missing, without claiming to be an audit.