Add New Datasheets

New datasheets can be created from the Datasheets List, Instrument List and Instrument Catalog, 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 Instrument List or Instrument Catalog, either click the button that appears when the mouse is hovered over the Datasheet No cell, or on the Datasheet tab of the Edit window for an instrument or Catalog instrument, click the button next to the Datasheet No field.

  If the instrument 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 instrument and that the instrument type and the area of the instrument 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 No or Page No field, unless the Use Next Sheet No checkbox is checked.

   If the Use Next Sheet No checkbox is checked, AVEVA Instrumentation 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 Instrumentation uses '1'.

   Note: The document number is made up of: 'Datasheet No' + '-' + 'Sheet/Page No'. When the new datasheet is saved, AVEVA Instrumentation 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 Catalog Grid).

   Note: If further datasheets are added during the current session, Instrumentation Engineer will remember the last Plant Area, Datasheet No and Form Type, pre-filling those values in this form.

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 tags to the datasheet and to add of other information relevant to the new datasheet.

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

   

6. The datasheet and sheet numbers are displayed. These may be changed if required (remember the combination of these two numbers must be unique for the Project).

7. 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.

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

9. If required, enter or change the Plant Area and the Contract No., Requisition No. and Purchase Order number of the datasheet.

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 listing all tags or catalog instruments in the Project Instrument List that have not already been assigned to a datasheet. For further information, refer to Assign Tags To Datasheets.

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

• A double-click on any Tag Number already assigned to a datasheet, or selecting it or clicking Open displays the Edit window used for viewing/editing of detailed data as required. For further information, refer to Edit a Tag in the Instrument List.

  Note: In the case of catalog instruments, only a single catalog instrument may be assigned to the datasheet. In other words, before assigning a different catalog instrument to a datasheet, the catalog instrument currently assigned must first be unassigned (see below).

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 Preferences window. For more information, refer to Instrument Engineer Options and Setup.

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.