General tour options

The General tab contains the following tour options. An option that is enabled is displayed in blue text and the Enabled value is set to true.

Note: Options indicated with an asterisk (*) are recognized by PI Manual Logger Web.

• Default current comment to last entered comments: Select for the comments for the current tag value to default to the last available comment for that tag saved in PI Data Archive.

• Write comments to both annotation and comment tag (if configured): Select for PI Manual Logger to record comments in the annotation and comment tag, if the comment tag is configured. If set to False, comments are only written to annotations. For details, see Comments.

• Manual data must be submitted for approval*: Select for users in the Data Entry Group associated with a tour to be able to submit manual data for later approval before it is sent to PI Data Archive.

• Confirm work request generation before saving: Select for PI Manual Logger to require confirmation from the user before creating a work request in response to a limit violation.

• Display confirmation after sending to PI: Select for PI Manual Logger to display a confirmation window showing the number of tags that were sent to PI Data Archive.

• Default current tag value to last entered value: Select for the current tag value to default to the last available value for the tag saved in PI Data Archive.

• Warn if tour run is incomplete*: Select for PI Manual Logger to issue a warning when users close an incomplete tour run.

• Data Entry Only Group can send data to PI*: Select to enable users in the Data Entry Group (in the Tour Info pane) to send collected data to PI tags. Such users cannot perform other tasks only permitted to members in the Full Access Group, such as managing tours or users. For details about setting user group permissions, see Associate a tour with a user group.

  Note: If the Data Entry Group and Full Access Group selections are identical, this option has no effect. You must disable this option for the Manual Data must be submitted for approval option to be effective.

• Create annotation to record user name when sending data to PI*: Select for PI Manual Logger to create an annotation together with the PI tag value when sending manual data to PI Data Archive. After the annotation and tag value are sent to PI Data Archive, you can view them with the built-in Annotation viewer inside PI Manual Logger, in addition to the PI Manual Logger Trend control. You can also use PI ProcessBook, PI DataLink, or other PI client tools to retrieve and view the recorded user name.

• Prompt before sending data to PI: Select for PI Manual Logger to prompt users for confirmation before sending data to PI Data Archive.

• Overwrite existing PI data instead of insert duplicates*: Select for PI Manual Logger to overwrite existing PI data at the same timestamp. Deselect for PI Manual Logger to insert the new value with the same timestamp, causing multiple events with the same timestamp in PI data. OSIsoft recommends that you choose to overwrite existing PI data.

• Auto Send Data to PI*: Select for manually entered data to be sent to PI Data Archive when a tour run is created and closed. For mobile devices, any data in tour runs is sent to PI Data Archive after the tour runs are transferred from the devices to the host.

  Note: If you have selected the Manual Data must be submitted for approval option, only tours that are in Approved status will be automatically sent to PI Data Archive.

• Manage tag order sequence manually: Select to allow manual reordering of tags as they appear in the Tag List View independent of membership in tag groups. This allows operators to take readings in a certain walking sequence based on the order in which the tags appear on the mobile device. For a PI Manual Logger 1.4x tour that has been migrated with the Keep tag sequence order and disregard group order Migration Tool check box selected, the Tour Option ‘Manage Tag Order Sequence manually option is automatically set to True allowing users to manually sequence tags. See Tour migration from PI Manual Logger 1.x for details about migrating tours.

• Signature required for each tour run save (on mobile device): Select to require users entering data in mobile devices to provide a handwritten signature when closing and saving a tour run. Handwritten signatures then appear in the Tour Run History window after they are transferred into the master SQL database.

• Display previous values in data entry dropdown (on mobile device): Select for all previous values cached on the hand-held device to be added into the data entry drop-down list on the device so that the user can select them.

• Navigate through due tags only (on mobile device): Select for the navigation tools to display only the tags that are due for collection. As operators navigate through tags to enter data during a tour run, only those tags that are due for collection are listed. Operators can also press Enter after entering a value to advance to the next due tag. If operators need to see a tag that is not due, they must click the Group tab, select the tag, and click Go.

• Automatic pop-up display of Operator Instructions before data entry (on mobile device): Select for operator instructions to open automatically when a tag is accessed on a mobile device.