Sets options for general properties that identify and characterize an instrument. An asterisk beside a property name indicates required data.
Item tag
Identifies the instrument. The tag is the name that appears beside the instrument
in the Electrical Index or the Reference Data Explorer. In the Reference Data Explorer, you must enter a string in this box. In the Electrical Index, the item tag matches the naming convention for the instrument. Select the ellipsis
button 
to open a dialog where you can modify the item tag segments that are editable.
The tag property Comply with Naming Convention determines the behavior of an item tag name. When the property is set to True, the protection masks and segment properties behave according to the settings for
the item naming convention in the Options Manager. When the property is set to False, you can edit the tag name value freely. Whether you set this property to True or False, the software ensures compliance with uniqueness if you set the Is Unique parameter to True in the Item Type Properties option of the Options Manager.
Description
Allows you to type a description of the instrument, for information only.
Manufacturer
Allows you to select a manufacturer for the instrument. You can define and customize manufacturers in the Data Dictionary Manager.
Model
Allows you to select an instrument model. The available models are specific to the manufacturer. You can select a model without selecting a manufacturer. The software then selects the appropriate manufacturer automatically according to the selected model. You can define and customize models in the Data Dictionary Manager.
Item status
Allows you to select an appropriate status of the equipment indicating whether the item is active or deleted.
Type
Allows you to select an instrument type such as I/P TRANSDUCER or D/P TYPE FLOW TRANSMITTER. The available instrument types depend on the selected process function. The software uses this value in filters and reports and when specifying data for import or export.
Process function
Allows you to select a process function such as flow, level, relief valve, and so forth.
Criticality
Allows you to select the required instrument criticality, which is used for classifying instruments for maintenance purposes. The software uses this value in filters and reports and when specifying data for import or export.
System I/O type
Allows you to select an instrument system I/O type such as AO (analog output) or PI (pulse input).
Reference loop number
Allows you to type the number of a control loop to which the instrument belongs, if appropriate.
Last applied typical I/O set
Indicates the last typical I/O set of signals that you applied to the instrument, if appropriate. This information is read-only and appears only if you apply a typical I/O set by dragging it from the Reference Data Explorer to the instrument.
Notes
Allows you to enter text, for example, if you want to provide additional information about the instrument.
Manage Operating Cases
Opens the Manage Operating Cases dialog where you can add, edit, or delete property values specific to various plant operating cases that exist for the current plant item.