Edit a Loop from the Domain Explorer or a Typical Loop from the Reference Explorer - Intergraph Smart Instrumentation - Help

Intergraph Smart Instrumentation Help

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Smart Instrumentation Version
13.1

This procedure allows you to edit loop details from the Domain or typical loop details from the Reference Explorers using the Loop Number Properties dialog.

  1. On the Domain Explorer or on the Reference Explorer right-click the loop or loops and, from the short-cut menu, select and then select Properties.

    Optional, hold down CTRL and select on several loops in the tree view to edit multiple loops.

  2. On the Loop Number Properties dialog, edit the loop properties by entering values or selecting values from the lists. If needed, select beside an appropriate list arrow to open the pertinent supporting table where you can rename a loop number, add, edit, or delete an item on the list.

    • Select Display old loop number automatically under Preferences > Instrument Index > Rename, for the Old loop number field to automatically display the old loop number when renaming a loop.

    • You can define a functional requirement (the Func Req button) while creating a new loop. For details, see Define a Preventive Maintenance Attachment.

  3. Select Apply P&ID drawing to tags to apply the P&ID drawing number data to any new tag numbers that will be subsequently associated with this loop. Then, in the Query Builder > Loop Drawing Query, generate an EDE View.

  4. Open the Loop Drawing EDE View, and from the EDE Actions, select and drag Loop > Identification > P&ID Drawing to the grid.

  5. From the P&ID Drawing column, you can select a different drawing number (if available, from the drop down list) and propagate it to all tag numbers associated with this loop. If you are editing an existing loop that is already associated with a P&ID drawing number, selecting this option replaces the existing drawing number values with the new drawing number that you enter in the P&ID drawing field.

    This check box is not active for typical loops editing.

  6. Select the Apply service to tags check box to download the loop service to any new tag numbers that will be subsequently associated with the current loop. If you are editing an existing loop that is already associated with tag numbers, selecting this option replaces the existing tag service values with the new loop service that you type in the Loop service field.

  7. Select Apply equipment to tags to apply the equipment data to any new tag numbers to be subsequently associated with this loop.

    This check box is not active for typical loops editing.

    • If you clear the Apply P&ID drawing to tags check box, you will still be able to define a P&ID drawing reference for subsequently associated new tag numbers by selecting a required drawing number from the P&ID list in the Tag Number Properties dialog.

    • If the loop you are editing already contains associated equipment, selecting this option replaces the existing equipment values with the new equipment that you type in the Loop equipment field.

  8. Select the Update document number check box to update the document number of the associated loop drawing.

    SHARED Tip A document number naming convention can contain segments that represent loop number properties. Therefore, if you select this check box, changing a loop number property that is used in the document number segment also changes the document numbers in accordance with this change. After you select this check box, the software updates numbers of all documents containing the current loop number. For the current loop number, the software overrides the default or user-defined numbers of all the documents that appear in the Loop Drawing List dialog of the Loop Drawings module. For details on document number naming conventions, see Document Number Naming Convention Examples in the Administration Module help.

    This check box is not active for typical loops editing.

  9. You can add a note in the Note field.

  10. Select Next to edit the following loop, when selecting multiple loops, or Previous to return to the former listed loop.

  11. Select OK.

  12. At the prompt, select Yes to edit the tag numbers associated with the current loop. Select No to close the Loop Number Properties dialog and save new loop number values without editing the associated tag numbers.

When upgrading from Service Pack 2, typical loop numbers may change their format. This can happen if the existing typical loop number character number and structure from Service Pack 2, do not match the Service Pack 3 typical loop number convention, for example, when a loop number length exceeds 13 characters. To fix the format, do the following:

  1. Select the loop or hold down CTRL while selecting several loops.

  2. Right-click the first typical loop and select Properties.

  3. Select the Loop Number ellipsis button and on the Rename Loop Number dialog select OK to confirm the Service Pack 3 loop number adjustment.