Enter tour run data on Data Entry Form

Use the Data Entry Form tab to enter and edit tag events, where an event is defined as the combination of assigning a value, comment, and a timestamp for a tag. Depending on how the tour was configured, tag data may need to be submitted for approval before it can be sent to PI Data Archive.

Note: If the Data Entry Only Group can send data to PI and Auto Send Data to PI tour options are both set to True, you can send the data you collected to PI when you save and close a tour run. However, if Data Entry Only Group can send data to PI is set to True and Auto Send Data to PI is set to False, you need to click to send data to PI.

1. Review any instructions that may be displayed in Operator Instructions.

2. In the Tag Value field, choose one of the following methods to enter or edit a valid tag value.

   To ...	Do this ...
   Enter a value	Type a tag value. Refer to the attributes displayed in the Tag Info tab to ensure you type a valid entry. For example, check the data entry format and the validation limit values.
   Enter a digital state (if configured)	Select a digital state from the drop-down list.
   Enter a previous value	In the Tag Info pane, click the Previous Values tab. In the Previous Values list, right-click a previously collected tag event. From the menu, choose: Use Selected Value to select the value only. Use Selected Comment and Value to select both the value and the comment.

   In the Tag List pane, is displayed beside a valid tag value.

   If you enter a tag value that violates a limit, depending on how limit violations are configured for the tour, you may see:

   • A warning. You need to click OK and enter a valid value.

   • A requirement that a comment be entered.

   • In the Tag List pane, is displayed if the limit violation is accepted.

   • In the Tag List pane, is displayed if the limit violation is rejected. You need to locate the tag and enter an acceptable value.

3. In the Value Comments field, choose one of the following methods to enter or edit a comment.

   To ...	Do this ...
   Enter text	Type a comment of up to 4,000 alphanumeric characters.
   Enter text from a predefined comment template	Click . In the Comment/Log Entry window, type a comment of up to 4,000 alphanumeric characters in the Please enter text pane. You can also select predefined text. For more information, see Enter text from a predefined comment/log template.
   Enter text from a previously entered tag event	In the Tag Info pane, select a previous value in the Previous Values tab. Right-click and select Use Selected Comment or Use Selected Comment and Value.

4. The Tag Timestamp field displays a valid absolute PI time. If the tour was configured to allow editing of a timestamp, to set it to the current time, click . If you leave the field blank, the tour run timestamp is used when you close the data entry form or click .

   Note: You cannot use the * character in this context to denote the current time.

5. Optional. Choose from the following actions.

   To ...	Do this ...
   Add another value	Use this feature if you need to correct a spurious value but want to keep that value for the record and maintain the integrity of the previously collected values in the tour run. You can also record before and after values if corrections were made during the tour run. Click . The field is cleared and a timestamp for the current time is displayed. The original tag event is entered on the Added Values tab in the Tag Info pane. For more information, see Review additional tag values. In the Tag Value field, type a new value. Alternatively, to enter a digital state, choose a state from the drop-down list. In the Comment field, enter a new comment, as described in step 3 above.
   Display a trend for the tag	Click . For more information, see Trending.
   View signatures for the tag	Click or move your mouse over the icon. Note: If a trigger action has been configured that requires a signature on a mobile device, this icon is displayed when the tag value has been signed. This occurs after the tour run data has been transferred to the PI Manual Logger database.

6. Choose one of the following actions to move to another tag.

   To ...	Do this ...
   Move to the next tag	Choose from these actions: Click . Press Enter. Double-click in the Current position box, enter the next number in the sequence and press Enter.
   Move to the previous tag	Click , or double-click in the Current position box, enter the previous number in the sequence, and press Enter.
   Move to the first tag	Click , or double-click in the Current position box, enter 1, and press Enter.
   Move to the last tag	Click or double-click in the Current position box, enter the last number in the sequence, and press Enter.

7. Continue entering tag values and comments until you complete the last tag in the tour run.

8. Choose from the following options.

   To ...	Do this ...
   Submit the completed tour run for supervisor's approval	Click . Note: This icon is enabled when the Manual data must be submitted for approval tour option is set to True.
   Approve the submitted tour run data and send it to PI Data Archive	Click . Note: This icon is enabled when the Manual data must be submitted for approval tour option is set to True.
   Save the tour run	Click .
   Close the tour run	Click . You can select to: Save and Close Discard Changes and Close
   Send the data to PI Data Archive	Click . Note: You must have write access to PI Data Archive and archive permissions for the tour.