Manually Add a Tag to the Instrument List

To manually add a new Instrument tag to a Project:

1. With the Instrument List open, click New in the Records section of the Home tab to display the Instrument Tag window:

   

   This window is used to specify the tag of the new instrument.

   Note: Instrument tags must be unique, either across the entire Project, or within their Project location (as selected from the Location Code field in the Add New Tag window - see below).
   For duplicate tags to be permitted in different locations, the Allow Duplicate Instrument Tags in different locations checkbox on the Instruments tab of the Preferences window must be checked (refer to Instrument Engineer Options for details).
   If a tag number is not unique within the Project or location, when you attempt to save the instrument, a warning message will be displayed to alert you of this, and the save will not take place.

   • The Class list consists of all classes to which tag formats have been assigned (refer to Class Definitions for details of classes and tag format allocation). Select the required class.

   • The Tag Format list is then 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 this list.

   • The fields displayed under the Tag Format list will depend on the fields that the selected tag format consist of (refer to Tag Formats for details). For example, 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.

2. Complete the fields as required. Note that if the tag format includes "Function", the list of available functions will be restricted to those associated with the selected class (refer to Instrument Type Catalog for details).

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

   

3. When the required tag data has been entered, click OK to display the Add New Tag window:

   

   Note: If required, this window can be set to use the same User-definable names for fields that are used in the Instrument List grid. This option is set using the Preferences window. For more information refer to Instrument Engineer Options. By default, this option is turned off.

4. To change the tag number, click the button next to the Tag No field to display the Instrument Tag window again (see above).

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

6. Enter or select the basic details of the tag as required.

   • Loop Order is used to sort instruments within a loop. It has no other purpose.

   • Loop Number and Loop Service are not editable fields. These fields are populated by data from the loop to which the instruments is assigned. For more information, refer to Assign Instrument Tags to Loops.

   • The Project Status, Location and Description PickLists are created from all previously entered values for each respective field in the current Project combined with all descriptions entered in the PickList Manager (for Project Status and Location) or ISA Tag Catalog (for Description) for the Project.

   • PickLists (pull downs) can be updated with new values to choose from by selecting the button to the right of most pull-down options. Exceptions are: Area (based on Project Areas defined), Description (based on the ISA Tag Catalog and any previous value entered for Description), Wiring Config (based on Project Wiring Rules).

   • Data on several of the fields in this window can be shared with a datasheet defined in the Datasheet Catalog for the Project.