Create Equipment Form

This form lets you select any standard equipment item from the range of parameterized design templates available to you.

1. If you want to name the equipment, either enter a Name explicitly, or (if autonaming rules have been set up) use the Autoname option.

   If the project has been configured with User Defined Element Types based on Equipment, they will appear in the User Defined Element Type list. When the equipment element is created, it will be created as the User Defined Type selected from this list. Selecting a User Defined Element Type may change the content of the Selection Table if the table has been configured to filter on element type.

   

2. Standard equipment may be selected from a Specification or from a Selection Table as configured in the Equipment catalogue.

   If equipment is selected from a Specification, a question-and-answer sequence is used to navigate down through the selection hierarchy until a unique design item is specified.

   

3. From the Specification options, select the overall category of equipment from which you want to select.

4. Use the Sort Specification drop down list to sort the specification by database order or by name.

   The Current Selection list (initially empty) shows your current level of selection detail, while the lower list (whose title changes to reflect its content) shows the options available from the current level.

5. Select an item from the lower list to move down to the next selection level, repeating this process until you have fully specified a component.

   When you reach this stage, the title of the (empty) lower list will say Selection complete and the Current Selection list will show all details of the selected equipment item.

6. If you set Auto Select to On, selection will be made automatically when there is only one available choice at any particular level.

   If equipment is selected from a Selection Table, a table of available components is shown. This table can be sorted and filtered to restrict the number of components displayed for selection.

   

7. From the Selection Table options, select the overall category of equipment from which you want to select.

8. The Selection Table is dived into sub-categories which can be selected from the Type list.

9. A component in the table can be selected by clicking on a row in the table.

10. The Properties option, which was greyed out during the selection process, is now active so that you can confirm the selection.

11. When you click this, you will see a Modify Properties form on which to set any parameterized data relevant to the selected equipment. (If you do not set these, default values will be applied.)

    The Plotfile option will display a diagram of the equipment if one has been provided with the component definition. This diagram may also form part of the Modify Properties form (depending on your current Properties Settings).

12. When you have fully specified the equipment, click Apply.

    You will now see a Positioning Control form, showing that you are in event-driven graphics mode.

13. Use the facilities provided by this form to pick the position of the equipment’s origin and complete the creation process.