Add New Datasheets

New datasheets can be created from the Datasheets List, Loads List and Supplies List, as follows:

• To add a new Datasheet from the Datasheets list, click New in the Records section of the Home tab. The Add Datasheet window is displayed

• To add a new Datasheet from the Loads or Supplies list, either click the button that appears when the mouse is hovered over the Datasheet No cell, or on the Detail tab - Datasheet sub-tab of the Load Detail or Supply Detail window for equipment, click the button next to the Datasheet No field.

  If the equipment has not been assigned to a datasheet, the Add Datasheet for: window is displayed (if it has been assigned, the datasheet will be opened in the Datasheet Data Entry window).

The Add a new Datasheet window and the Add Datasheet for: window are very similar. The differences are that the Add Datasheet for: window only lists datasheet form types relevant to the type of the equipment, and that the equipment type and the area of the equipment are displayed in the window.

Enter details for the new datasheet as follows:

1. Enter a datasheet number in the Datasheet No field.

   Note:
   The number will be used as the document number, as appearing on the printed datasheet form, and as the file name used by the Excel spreadsheet.

2. Enter a sheet or page number in the Sheet/Page No field, unless the Use Next Sheet No checkbox is checked.

   If the Use Next Sheet No checkbox is checked, AVEVA Electrical will automatically use the next available sheet number by searching for all other datasheets with the same Datasheet No and using next highest sheet number. If none are found then AVEVA Electrical uses '1'.

   Note:
   The document number is made up of: 'Data Sheet No' + '-' + 'Sheet/Page No'. When the new datasheet is saved, AVEVA Electrical will check that this document number is unique. If the combination of Datasheet No and Sheet/Page No has been used before, an error message is displayed. A different combination must then be entered.

3. If required, filter the list of forms displayed in the window by selecting a form type (Datasheet or Other) from the Form Type list.

   Note:
   Equipment items can be only be assigned a Datasheet type form once. They may be assigned Other type forms as many times as required.

4. Select the required datasheet form from the list provided (from the Datasheet Form Catalogue Grid).

5. Click Next > to create the new datasheet. The new, blank, datasheet is then added to the Datasheet List and the Add a New Datasheet window is displayed, used to assign tag(s) to the datasheet and to add of other information relevant to the new datasheet.

6. The window then changes to display more facilities for entering datasheet information:

   

7. The datasheet number and sheet number are displayed.

8. If the window was accessed from the Add Datasheet for: window, the plant area will be completed with that of the equipment. A different plant area may be selected if required.

   If the window was accessed from the Add a new Datasheet window, a plant area must be selected from the Plant Area list.

9. Complete the Contract No., Requisition No. and Purchase Order fields as required.

10. The lower part of the window includes five tabs: Tags, Revisions, Notes, User Fields and Others.

Tags Tab

• If the window was accessed from the Add Datasheet for: window, the tag number of the equipment will already be assigned to the datasheet and displayed in this tab.

• If the window was accessed from the Add a new Datasheet window a tag number (or multiple tag numbers if the catalogue datasheet was designed to allow for multiple tags) must now be assigned.

• Double-click on any empty Tag Number record to display the Select Tag(s) to Assign to Datasheet window (refer to Assign Tags To Datasheets for details) listing all tags that have not already been assigned to a datasheet.

  Note:
  The number of tags that can be assigned to a datasheet is defined in the Datasheet Form Catalogue for the current form type.

• Double-clicking on a tag record, or selecting it and clicking Open will open as appropriate the Load Detail window or the Supply Detail window, in which the tag may be edited. Refer to Edit a Tag in the Loads List and Edit a Tag in the Supplies List.

Revisions Tab

The Revision Tab displays the revision history for the selected datasheet. The number of revisions displayed and the column descriptions can be changed using the Options window. For further information, refer to Options.

Use the following buttons to add, edit and delete revisions:

Notes Tab

Used to add notes regarding the datasheet.

User Fields Tab

Used to add data in user-defined fields.

Others Tab

Used to enter additional details of the datasheet.

When all required details have been entered, click Save to save the new datasheet and exit the window.