The Instrument Specifications Module

At this stage, we assume that you have already entered your Instrument Index, assigned Process Data to the flow instruments, and calculated the orifice plate and control valves. In this part of the tutorial, you will: Select a specification form from the Spec Library and associate this form to instruments. Create and use form data templates. Create and use multi-tag specification formats. Customize specification forms. To start the Instrument Specifications module, do one of the following: On the main toolbar, click .

On the Module menu, click Spec Sheets.

Task 1: Viewing Specification Sheets

View, Edit, and Save Specification Sheets for Flow Element and Flow Control Valve
1. Click on the module toolbar.

2. In the Open Instrument Specification dialog box, do the following:

a) Place the cursor in the Tag number field and click Find. The Find Tag dialog box opens. b) Click Find.

INtools 6.0 Tutorial Instrument Specifications

The Find Tag dialog box shows the following search results:

98

Note

A form number already exists for certain of the tags where you defined that form number in the Instrument Index instrument type profile.

c) Highlight tag 101-FE-100 and click OK. INtools shows the Open Instrument Specification dialog box again. 3. In the Form number field, type 11. The information is now displayed as follows.

INtools 6.0 Tutorial Instrument Specifications

4. Click OK. The New Instrument Specification dialog box opens.

99

5. Enter the information as shown above and click OK. The Instrument Specifications window opens for the selected instrument tag.

6. View the data by scrolling down and across the specification sheet. Note that this spec sheet already contains data (Service, Line Number, flow conditions, etc.) derived from the Instrument Index, Process Data, and Calculation modules.

INtools 6.0 Tutorial Instrument Specifications

7. Type some additional data in the Orifice Plate and Orifice Flanges section as shown.

100

8. Enter the page and drawing numbers at the bottom of the spec sheet. 9. Type the following text in the specification sheet Notes field: 1. Orifice flange assembly to be provided by piping by doing one of the following: Type the text directly in the Notes field. Click the Notes tab to open the Notes page and type the text (this method is recommended for longer notes), then click the Page 1 tab to return to the specification sheet. to save the specification sheet.

10. Click

to close this spec sheet to return the Instrument Specifications Module 11. Click window. 12. Repeat steps 1 and 2 to select tag 101-FV-100. The Open Instrument Specification dialog box appears as follows.

INtools 6.0 Tutorial Instrument Specifications

101

Note

The form number (1) has already been selected because you already defined it in the Instrument Index instrument type profile.

13. Click OK. The spec sheet appears as follows.

14. Click

to close the specification sheet.

Task 2: Create a Specification Form Data Template

The specification sheets you have viewed so far contain specific data relating to each instrument. If you have a large number of instruments of the same type with common data, you can create a form data template and enter the data in it. You can then copy this default data and use it for all instruments of the same type. Caution

Copying defaults may overwrite fields in the destination spec sheet, if their matching default fields are blank. To prevent this from happening you can define - in the specification data dictionary - which spec sheet fields can be overwritten.

INtools 6.0 Tutorial Instrument Specifications Create a Form Data Template for a Flow Transmitter
1. In the Instrument Specification Module window, on the View menu, click From Template Editor. 2. In the Select Specification Form dialog box, type 56 in the Find form number box.

102

Form number 56, Diff. Pressure Instr. (flow) is selected. 3. Click OK to open the Select Form Data Template dialog box. 4. Type D/P XMTR TYPE 1 as your spec default name.

INtools 6.0 Tutorial Instrument Specifications

103

Note

Each form may have more than one default configuration, for examples: ROSEMOUNT XMTR, FOXBORO XMTR, FUJI XMTR, and so forth.

5. Click OK. The default form opens. 6. In the Select Fluid State dialog box, select Liquid and click OK. 7. Enter the data as shown in the following three screen shots. Note

The fields shown in gray cannot contain default data. These are instrumentspecific fields and the values they contain will differ from tag to tag.

INtools 6.0 Tutorial Instrument Specifications

104

8. Click

when completed.

INtools 6.0 Tutorial Instrument Specifications

9. On the main toolbar, click to close the Form Data Template Editor.

105

Create a Specification Data Filter

To prevent undesired overwriting of data fields, you need to set a form-level specification data filter. This is done before you copy data from the active form data template to the current instrument specification. 1. In the Instrument Specifications Module window, click Dictionary. to open the Spec Data

2. In the Select Specification Form dialog box, type 56 in the Find form number box, and click OK. 3. In the Edit Headers pop-up window, clear the following check boxes in the upper data window under Default: Tag Number Manufacturer Model P&ID No.

Clearing these check boxes prevent the software from overwriting the above data fields. 4. On the module toolbar, click 5. Click 6. Click .

to close the Browse Format dialog box. to close the Spec Data Dictionary.

Copy Data from a Form Data Template to an Instrument Specification

Now you will learn how to automate entry of common data to your instrument specification by using a form data template that you created for the form upon which the current instrument specification is based. 1. Click on the module toolbar.

2. In the Open Instrument Specification dialog box, do the following: Under Tag number, type 101-FT-100. Under Form number, type 56. Click OK.

The Instrument Specification window displaying the specification for Tag 101-FT-100 3. In the Select Fluid State dialog box, select Liquid and click OK. 4. On the Action menu, click Copy from Template. The Select Form Data Template dialog box opens.

INtools 6.0 Tutorial Instrument Specifications

5. Highlight the new data template D/P XMTR TYPE 1 you created. 6. Click OK. The default data is loaded into the specification sheet.

106

Note

The specification sheet now contains both default and tag-specific data. Default data will not overwrite any existing data that you specified in the Specification Data Filter.

7. Enter additional data on the form as required. 8. Click when completed. to close the spec sheet.

9. On the main toolbar, click

Task 3: Creating and Using a Multi-Tag (See-List) Spec Sheet

In the previous tasks, you assigned one single tag to one specification sheet. Oftentimes, however, there are cases when one common specification sheet may serve several tags. This spec sheet is comprised of one common first page and an additional page or pages for each tag. Your task, this time, is to create such a multi-tag spec sheet (called a format in INtools) using the forms available in the form library.

Create a New Multi-Tag (See-List) Spec Sheet

1. With the Instrument Specifications Module window open, on the module toolbar, click . The Format Editor opens. 2. Click to open the Select Specification Form dialog box.

INtools 6.0 Tutorial Instrument Specifications

3. Select Form number 8 and click OK. The Select Format dialog box opens ready for you to type in a new format name. 4. Type Demo Pressure Gage See List as shown.

107

Note

A particular form may have more than one format.

5. Click OK when done.

INtools 6.0 Tutorial Instrument Specifications

The Format Editor opens, on top of which INtools displays the Edit Headers pop-up window.

108

Notes

INtools displays the column headers on the left side of the Format Editor, and the field selections on the right side of the window. The Edit Headers window displays all the headers that you select in the Format Editor, and enables you to modify the sequence of the headers and their labels.

6. Do the following to assign the Tag Number, Service, Min.Range, Max.Range, and Range UOM fields (note that Tag Number has already been assigned to the first field): a) Drag the Edit Headers pop-up window to the bottom of the Format Editor (or some other place) so that you can see the most part of the Format Editor window. b) Point the cursor to the Service field (#2 on the format list). The cursor changes its shape to .

c) Double-click in the field selection of the Service field. In the Edit Headers dialog box Header field, the text General Service appears. Edit this text to read Service.

INtools 6.0 Tutorial Instrument Specifications

109

Note

A magenta background indicates the currently selected field. A turquoise background indicates a field that is included in the selection.

d) Point the cursor to the Calibration Range header (line #13) and click in its leftmost field selection to assign the Minimum Range field. The field changes its color and appears in the Header field. e) Point the cursor to the Range header and click in its second from left field selection to assign the Minimum Range UOM field. The field changes its color and appears in the Header field. f) Point the cursor to the Range header and click in its fourth from left field selection to assign the Maximum Range field. The field changes its color and appears in the Header field.

g) Point the cursor to the Range header and click in its fifth from left field selection to assign the Maximum Range UOM field. The field changes its color and appears in the Header field. h) Edit the header names in the Edit Headers dialog box as follows.

Note

If you make a mistake, you can cancel the field assignment by highlighting the selection in the Edit Headers dialog box Header field and clicking Delete.

INtools 6.0 Tutorial Instrument Specifications

7. When done, click on the lower toolbar to display the Format pop-up window where you can view and customize the layout of the second page of your multi-spec sheet format.

110

8. You can now do the following: Change the field order by dragging a header to the right or to the left. Modify the header size by dragging the border between headers to the right or to the left. Preview the layout design by selecting either Portrait or Landscape in the Print preview group box. Save the layout as an external file by clicking Save As. to save the Multi-Tag Tag List Format. .

9. Click

10. When done, on the main toolbar click

You have now successfully created your multi-tag (see-list) spec sheet form, which you will use for your pressure gauges.

Assign a Tag Number to a Multi-Tag Spec

You are now going to assign a tag number to a multi-tag specification sheet and then enter some data. Note

If you want the master tag name to appear on the multi-tag specification sheet, click the File menu and select Preferences. Then, on the General page of the Instrument Specification preferences, select the Show master tag check box.

1. Click

on the module toolbar.

2. In the Open Instrument Specification dialog box, do the following: Under Tag number, type 101-PI-100. Under Form number, type 8. Click OK.

INtools 6.0 Tutorial Instrument Specifications

The New Specification Sheet dialog box opens. 3. Select the Create new multiple item specification sheet option. 4. In the Drawing number field, type 101-21-100001. 5. From the Format name list, select Demo Pressure Gage See List. The New Specification Sheet dialog box should look as follows:

111

6. Click OK to open the specification sheet. The first page of the multi-tag spec sheet opens. 7. If the Select Fluid Phase dialog box is displayed, select Liquid and click OK.

INtools 6.0 Tutorial Instrument Specifications

8. Type the values in the spec sheet fields as shown.

112

Clicking in certain fields opens a drop-down list. Clicking in a Pressure UOM field opens up a dialog box. 9. Select the units of pressure as follows.

Notes

The fields that you selected to appear on the following page will be marked as SEE LIST. The first tag of the list also appears in parentheses on the first line. If required, add a note by clicking the Notes tab.

You will now associate additional tags to this spec sheet. 10. Click on the lower toolbar or click the Multi-Tag List tab to display the multi-tag page.

INtools 6.0 Tutorial Instrument Specifications

11. Enter the following information: a) In the Service column, type Heat exchanger inlet. b) In the Max. Pressure column, type 14. c) In the Oper. Pressure column, type 13. d) In the Units columns, select bar as the unit from the list. 12. Associate another tag with this multi-tag spec by clicking The Add Tag Number dialog box opens. 13. Do one of the following: Type 101-PI-101 and click OK. Click Find to open the Find Tag dialog box where you can find the required tags. (You can select more than one tag to be associated with this spec by holding down Ctrl and clicking the required tags in the search result window.) on the lower toolbar.

113

14. In the Multi-tag Spec Sheet, enter the specific data and ranges for the additional tag.

15. Click

to return to the first page of the Multi-Tag Spec Sheet.

16. Click to revise the specification sheet (for details, see Task 5: Specification Sheet Revisions on page 118). 17. Click to save the specification. .

18. When done, on the main toolbar click

Task 4: Creating a Customized Specification Sheet

Now you will learn how to modify and customize your specification sheets to suit your needs. Note that you will not be using InfoMaker to do this.

Create a Customized Page

You will now customize a new page called Modified Flow Element, change and move some headers and their associated data fields. You will switch the location of two fields: Line Size and Line Schedule. 1. On the module toolbar, click the Page Editor icon .

INtools 6.0 Tutorial Instrument Specifications

2. On the module toolbar, click the Open Page icon .

114

3. Under Specification Page, select Orifice Plate and click OK. 4. On the Action menu, click Edit Columns and Headers or click toolbar. on the module

5. To open the Edit Text dialog box, double-click the Line Size header. 6. Under Name, highlight Line Size and type Line Schedule over the displayed text.

7. Click OK. 8. Repeat steps 4 through 7 to swap the text of headers Line Size and Line Schedule. on the floating toolbar to display the actual data fields that are associated with 9. Click the headers on the left side of the spec form. 10. Switch the data fields belonging to Line Size and Line Schedule as follows: a) Drag the Edit Columns and Headers floating toolbar to a place on the screen so that you can see most of the screen. b) Click on the line_size data field. c) Drag the line_size data field to another place on the form. d) Do the same with the line_uom data field. e) Drag the line_sched data field to the left and position it so that it takes the former position of line_size data field. Do not bother with exact positioning.

INtools 6.0 Tutorial Instrument Specifications

f) Drag the line_size data field and place where the line_sched data field was before you moved it.

115

g) Drag the line_uom data field to the right of the line_size data field. h) Click on the line_sched data field again and then click Headers floating toolbar. The Column Position pop-up window opens. on the Edit Columns and

i) j)

Use the spinners or type the required values to position the line_sched data field so that it fits exactly in the spec form. Repeat the same procedures for the line_size and the line_uom data fields. again to close the Column Position pop-up window.

k) When done, click 11. Click 12. Click 13. Click

to close the Edit Columns and Headers floating toolbar. on the lower toolbar to exit the edit mode. on the lower toolbar to save the modified page.

14. In the Save Specification Page dialog box, click New to open the new page definition window, and type the following.

15. Click OK to create the new page. 16. Click OK in the Save Specification Page dialog box.

INtools 6.0 Tutorial Instrument Specifications Create a Form Containing the Modified Flow Element Page
1. Switch to the Instrument Specifications Module window. 2. Click the Form Editor icon or select Form Editor on the Custom menu. .

116

3. On the Form Editor toolbar, click the New Form icon

4. In the Select Specification Page dialog box, highlight the Modified Flow Element page and click OK. 5. Click the Save as Form icon .

6. In the Edit Spec Form dialog box, enter the following information:

7. Click OK to save the new form.

Create and Print a Specification Sheet for Flow Orifices Based on Your Custom Form
1. Click on the module toolbar.

2. In the Open Instrument Specification dialog box, do the following: Under Tag number, type 101- FE-201. Under Form number, type 71. Click OK.

INtools 6.0 Tutorial Instrument Specifications

The New Instrument Specification dialog box opens:

117

3. In the Drawing Number text box, type 101-FE-201, then click OK. 4. In the Select Fluid State dialog box, select Liquid and click OK. The specification sheet opens. 5. Edit the specification sheet data as required. Note the positions of the Line Sched. and Line Size fields. 6. Click 7. Click when completed. to send a printout of the specification sheet to your printer. to close the specification sheet.

8. When done, on the main toolbar click

INtools 6.0 Tutorial Instrument Specifications

118

Task 5: Instrument Specification Sheet Revisions

During the life-cycle of a plant, you will probably make changes to specification sheets for any one of a number of reasons: for example, an instrument manufacturer may change some of the characteristics of an instrument, the process conditions may change, or you may just want to add a note explaining the conditions under which the instrument will operate. The revision feature is used to keep track of these changes. Note

You can view previous versions of the specification sheets that were revised. Prior to this, you must activate the revision archiving option in the Administration module. With this option, you can save the specification sheets with associated data to the database or to an external file. For complete instructions on how to set up and view revision archives, refer to Instrument Specifications Module chapter of the Users Guide.

Add Revision Data to Instrument Specification Sheets

1. Open the specification sheet for tag 101-FT-100. 2. Click to open the Revisions dialog box.

3. Enter revision data as follows: a) Select Revision method 0,1,2 and click New .

Note

When you first select a revision numbering method, several options are available to you, including preliminary revisions (designated by P0, P1, P2). Once you select one of the other revision methods, you will not be able to return to the preliminary revision method and this option will be disabled.

b) In the By field, type your initials. c) In the Description field, type For Design.

INtools 6.0 Tutorial Instrument Specifications

4. Complete the revision information as shown, for example.

119

5. If necessary, delete any previous revisions that are no longer needed as follows: a) Select the revision you want to delete. b) Click Delete. c) Repeat steps a) and b) for each revision you want to delete. 6. When completed, click OK. You are returned to the specification sheet. 7. Make changes as required to the specification sheet, and repeat steps 2 4 to add another revision. 8. Click OK to close the dialog box. 9. Click .

10. Repeat the above procedure to create revisions for the specification sheets for tags 101FE-100 and 101-FV-100, so that on completion, the last revisions for each specification sheet are as follows: Tag 101-FE-100 101-FT-100 101-FV-100 Revision method P0, P1, P2 0, 1, 2 A, B, C Last revision P0 1 A

INtools 6.0 Tutorial Instrument Specifications Add Revisions Globally

Sometimes, you will make a change in the specification sheet of a particular instrument and will want to create a formal revision indicating when the change was made, who made the change, and who approved it. In other cases, the specifications of a whole class of instruments may have changed. When this happens, you will probably want to revise a complete set of specification sheets. For this purpose, the global revisions option is available. 1. With the Instrument Specifications Module window displayed, on the Tools menu, click Global Revisions.

120

2. To add revisions to specification sheets according to defined criteria, on the Settings tab, from the Activity list, select Upgrade revision. 3. Enter the required revision numbering criteria to be used as the default in all the newly created revisions as follows: a) From the Initial revision numbering method list, select method P0 (preliminary revision numbering). This method will be used for specification sheets that have no previous revisions. b) Select the options to change the revision numbering type for all selected specification sheets that have preliminary revisions (revision numbering P1, P2, etc.). To do this: i) ii) Select the Switch to another numbering method check box. From the Continue numbering using list, select method A (alphabetic revision numbering).

Note

Revision numbering for other specification sheets will be based on the existing numbering method, and will be incremented from the previous revision.

4. Complete the information for the other fields on the screen (Revised by, Revision Date, etc.) as required.

INtools 6.0 Tutorial Instrument Specifications

The Settings tab should appear with the following data.

121

5. Click the Specifications tab. 6. Click the Show option Per Unit to display all the specification sheets in the current unit.

INtools 6.0 Tutorial Instrument Specifications

The list of tag specification sheets reflects the selection.

122

7. Select the following specification sheets (while holding down Ctrl): 101-FE-100 (last revision number: P0). 101-FT-100 (last revision number: 1). 101-FV-100 (last revision number: A). 101-FE-201 (no last revision).

8. Click Apply. The revision is applied to the selected specification sheets. A progress bar indicates the percentage completion of the process. 9. Click Close. 10. In the Filter group box, click Refresh to update the data. Note the new revision numbers for the selected specification sheets: 101-FE-100 (last revision number: P0; new revision number: A). 101-FT-100 (last revision number: 1; new revision number: 2). 101-FV-100 (last revision number: A; new revision number: B). 101-FE-201 (no last revision; new revision number: P0).

INtools 6.0 Tutorial Instrument Specifications

11. Repeat steps 7 9 twice for the same four specification sheets. The following revision numbers should appear for the two revisions: 101-FE-100 (last revision A; new revisions B, C). 101-FT-100 (last revision 2; new revisions 3, 4). 101-FV-100 (last revision B; new revisions C, D). 101-FE-201 (last revision P0; new revisions A, B).

123

Now try some examples for yourself for other single-item specifications using different revision numbering criteria (see the procedure in step 3 above).

Delete Revisions Globally

You can delete revisions for selected specification sheets. Two global deletion options are available: deletion of all revisions or deletion of the last revision for the selection. 1. On the Tools menu, select Global Revisions. 2. In the Global Revisions dialog box, on the Settings tab, from the Activity list, select Delete revisions to delete all the revisions for the selected specification sheets. 3. Click the Specifications tab. 4. To display all the specification sheets in the current unit, under Filter, select Per Unit. The list of tag specification sheets reflects the selection. 5. Select specification sheet 101-FV-100. 6. Click Apply. 7. Click Yes when prompted to continue with the deletion. A progress bar indicates the percentage completion of the deletion. 8. Click Refresh to update the screen. Note that all revisions have been deleted from specification sheet 101-FV-100 (the Last Rev. field is empty). 9. Click the Settings tab. 10. Click Delete last revision to delete only the last revision for each of the selected specification sheets. 11. Repeat steps 3 8 for specification sheet 101-FE-201. The value A should appear in the Last Rev. field. 12. Repeat steps 3 8 again for specification sheet 101-FE-201. The value P0 should now appear in the Last Rev. field.

INtools 6.0 Tutorial Instrument Specifications

124