Feature Overview for AVEVA Instrumentation Engineer

The Instrumentation Engineer provides a number of features, such as instrument index data entry, change tracking, Instrument index type reports, definition of Instrument datasheet (specification sheet) layouts, and generation of datasheets including document management.

The Instrumentation Engineer features are detailed below.

Instrument List (Instrument Index)

• User-definable Instrument List Grid Views (viewable columns, captions, default column widths, default sort order and data filters).

• Adding/editing of Instruments and maintenance of Instrument list data including DCS/PLC I/O information.

• Catalog of Instrument definitions for use when creating new Instruments.

• Printing, sorting and filtering lists continuously.

• Export of Grid Views to Excel.

• Imports from Excel.

• Attaching of external documents/files to Instrument tags (PDF, Word, Excel, various picture formats etc.) and view these documents.

• Support for multiple tag formats (e.g 021-FT-800, FT-800, FT-021-800, 21-FC-800-T etc., all with or without delimiters, for example '-').

• Opening of datasheets directly from the Instrument List or Instrument edit form.

• Datasheet document numbers can be updated from Datasheet list.

• Loop drawing numbers can be updated from Instrumentation Designer application.

• Hook-up (installation detail) document numbers can be updated from Instrumentation Designer.

• Change management: Report all tags added, deleted and renamed. Report detail changes in each field (for example, Ex Rating. now: Exi was Exd:, DCS I/O now: AI was: etc.).

• Integration facilities for transferring and comparing data from other AVEVA products and Excel.

• Export of Instrument data to AVEVA Asset Information Management.

Loop List

• Creation of new loops using the advanced User interface (picklists, auto tag build, add from Instrument index etc.).

• Assigning of instruments to loops (from Instrument List or create new tags on the fly).

• Editing of instrument data of any instrument assigned to a loop (in other words, access Instrument List data from loop).

• Definition of wiring rules for each loop tag and generate all field cables, equipment terminals and wire terminations in Instrument Wiring Manager.
  For more information, refer to Instrument and Loop Wiring.

  Note: A Instrument Wiring Manager license is required to access Wiring Rules.

• Database (DB) fields are automatically transferred to Instrumentation Designer's Drawing List (creates new drawings, if required, and updates loop number, service etc.).

• Loop Wiring check enables printing and previewing loop wiring without CAD.

• Change management: Report all loops added, deleted and renamed. Report detail changes in each field (for example, Loop No. now ABC was XYZ).

• Export of loop data to AVEVA AIM.

Datasheets (Specifications)

• Assigning of instruments to datasheets (supports multiple tags per datasheet).

• Control of the printing and updating of datasheets in 'batch' mode.

• Document management - control document revisions etc.

• Datasheets use Microsoft Excel spreadsheets to define form layout for: Data Entry (if fields are not updated from Instrument List, Document List or Process Data list).

• Formatting/printing (User defined format).

• Datasheets are stand-alone documents (Excel spreadsheets) for easy exchange with third parties.

• Importing and exporting of data from spreadsheets completed by vendor or client etc., highlight changes, accept and reject etc.

• Fully User-definable datasheet design (form layout and cell/DB mapping and User table design).

• Copy datasheet design (form layout/setup, etc.) from other AVEVA Instrumentation Projects.

• Tools to copy data from other tags and/or datasheets.

• Auto-input default Process Units (User-definable).

• Import/export of Process Data from/to Excel (highlight changes, accept/reject etc.).

• Viewing/editing of Process Data in a grid for easier management of process data across multiple datasheets and tags.

• Viewing/editing of all Datasheet data by form type in a grid for easier management of all data across multiple datasheets and tags.

• Change Management: Highlight changes between Issues (revisions) for example, Pressure Max now: 2000 kPa.

• Viewing of previous Issues.

• Printing of datasheets to PDF format files.

• Merging of multiple datasheets into single documents for joint publication. Documents are accessible from the Documents grid.

• Export of datasheet data to AVEVA AIM.

Change Management

• Report all instruments/datasheets added, deleted and renamed.

• Report detail changes in each field (for example, Model No. now XXXX was YYYY).

• Log changes for future reporting (for example, Tag FT-600 changed: Model No. 1234 was 4567 etc.).

• The Audit Manager enables Users to view changes by object type. For more information, refer to Audit Manager.

Reports

Instrumentation Engineer supports the following User-definable reports:

• Instrument List (or Instrument Index), DCS I/O, PLC/ESD I/O etc.

• Loop List.

• Datasheet List (Document List).

• Process Data List.

• Data by form type (for example, Report all tag data on all Orifice Plates datasheets).

• Tags assigned to Datasheets.

• DB changes between Revisions.

• Reports and associated data can be exported to AVEVA AIM.

User Security Rights

An AVEVA Instrumentation administrator can set security rights for Users to enable/disable access to AVEVA Instrumentation functionality including:

• Access to AVEVA Instrumentation application modules. Users can be restricted from using any module (license).

• Access to AVEVA Instrumentation objects can be restricted to read-only (a user cannot add/edit a datasheets) or no access (a user cannot view an instrument, etc.).

Instrumentation Engineer objects include Project entities such as cables, instruments, datasheets etc., and catalogs, the importing of data, etc.

By default, all new Projects have the Security Rights features disabled for backward compatibility with earlier versions of AVEVA Instrumentation. If security is required it must be turned on using the AVEVA Instrumentation Security Manager. Users must then be allocated to Security Groups such as Engineers and Designers, Read-Only Users etc. For more information, refer to the AVEVA Instrumentation Security Manager User Guide.