Manually Add New Process Equipment or Process Lines

To manually add new Process Equipment or Lines to a project, with the appropriate grid open, select New in the Records section of the Home tab to display the Process Equipment Tag or Process Line Tag window:

This window is used to specify the tag of the new equipment or line.

The Class list consists of all classes to which tag formats have been assigned (see Class Definitions for more information on classes and tag format allocation).

Select the required Class.

The Tag Format list is populated with all the tag formats that have been assigned to the selected class (the class designated the primary class is automatically pre-selected).

Select the required Tag Format from the list.

The fields displayed under the Tag Format list will depend on the fields that the selected tag format consist of (see Tag Formats). If a different tag format from that displayed above is selected, the displayed fields will change to reflect this. For example:

Note that any delimiters defined for tag format are displayed after the fields they follow.

Complete the fields as required. Note that if the tag format includes Type, the list of available functions will be restricted to those associated with the selected class (see Process Equipment Type Catalog).

The entered tag number is displayed at the bottom of the window. For example:

When the required tag data has been entered, select OK to display the New Process Equipment or New Process Line window:

To change the tag number, select the arrow next to the Tag No field to display the Process Equipment Tag, or Process Line Tag window again (see above).

If the selected tag format for the item includes Area, the Area No field displays the plant area that the equipment or line is in and cannot be changed. If the tag format does not include the plant area, select it within this field.

The Area Path displays the parent area(s) of the selected plant area (that is, if there are any).

Complete the other item details as required:

1. Enter basic project and meta-data in the fields below the tag fields.

2. Enter general engineering data in the General tab.

3. Enter dimension, HAZOP, and test data for equipment in the Dimensions, HAZOP, and Test Data tabs:

   

Enter further attribute data within the Properties tab:

Select the appropriate Select Properties Type option and enter or edit values as required.

Note: Properties are setup from the Property Definitions option on the Project tab ( see Property Definitions).