Additional tag information to provide in a data sheet - SmartPlant Foundation - Help

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To provide additional information for a tag, such as the type of document with which it is associated, asset information, and hierarchical enumerated lists used by attributes of the tag, refer to the information in the following sections:

Documents

If you want to associate a document to a tag through a Microsoft Excel data sheet, you must select a value for the Document Type property and enter a value for the Document Number property. When you import the data, if the document attribute values you provided are not available in the SmartPlant Master Tag Registry, a new document is created and is associated to that tag. If the document attribute values are available in the SmartPlant Master Tag Registry, a relationship with the existing document is created for that tag. The value provided for the Document Number property will be used as the name of the document.

For example, if you want to create an Equipment Datasheet document to associate with your new tag, you must select a value from the list box for Equipment Datasheet Type and enter a value for the Datasheet Number.

  • You can associate a document to multiple tags.

  • Either both related property values must be blank or both must contain data, otherwise you cannot import the data sheet.

  • For the document type property, the column header indicates which document type you should select from the list. For example, if the column header is PO Type, you must select PO from the list box for that property.

To create documents of the following types and associate them to a tag using a data sheet, you must provide values for the corresponding attributes, such as document type and document number. These document types are provided with the software in the data list.

Documents

Document attributes in data sheet

Electrical Raceway Nodal Isometric

Electrical Raceway Nodal Isometric Type, Nodal Diagram Reference

Equipment Datasheet

Equipment Datasheet Type, Datasheet Number

Equipment Location Plan

Equipment Location Plan Type, Location Plan Document Number

Instrument Enclosure Detail

Instrument Enclosure Detail Type, Instrument Enclosure Detail Number

Instrument Heat Tracing Detail

Instrument Heat Tracing Detail Type, Instrument Heat Tracing Detail Number

Instrument Installation Detail

Mounting Detail Type, Mounting Detail

Instrument Location Plan

Instrument Location Plan Type, Instrument Location Plan Number

Instrument Pneumatic Detail

Instrument Pneumatic Detail Type, Instrument Pneumatic Detail Number

Instrument specification

Instrument Specification Type, Datasheet Number

Loop Drawings

Loop Drawings Type, Loop Drawings Number

Motor Schematic

Motor Schematic Type, Motor Schematic

P&ID

PID Type, PID Number

PO

PO Type, PO Number

Piping Isometric

Piping Isometric Type, Piping Isometric Number

Piping Speciality Datasheet

Piping Speciality Datasheet Type, Piping Speciality Datasheet Number

Pneumatic Location Plan

Pneumatic Location Plan Type, Pneumatic Location Plan Number

Process Hookup

Process Hookup Type, Process Hookup Number

Single Line Diagram

Single Line Diagram Type, Single Line Diagram

Spare Parts

Spare Parts Document Type, Spare Parts Document Number

Warranty

Warranty Document Type, Warranty Document Number

Asset information

An asset is one of the objects that has relationship with a tag. An asset represents what is purchased and assembled to construct a plant. If you want to associate an asset to a tag through a Microsoft Excel data sheet, you must provide a value for the Asset Name property. When you import the data, a new asset is created in the SmartPlant Master Tag Registry and is associated to that tag. The value provided for the Asset Name property will be the name of the newly created asset.

Other attributes in the data sheet also describe the asset, such as the following:

  • Asset Classification

  • Asset Name

  • Serial Number

  • Cost

  • Currency

  • An asset can be related to only one tag.

  • In a data sheet generated with tags that are already associated with assets, if you change the existing asset name for any tag and import the data sheet into SmartPlant Master Tag Registry, a new asset is created and associated to the tag. As a result, multiple assets are associated to the tag. You cannot edit the asset details of tags associated to multiple assets using a data sheet.

    If you want to modify asset details for the tag, you must first terminate the relationship between the tag and the asset that is no longer required. Then you can generate a data sheet for the tag or tags, and edit the asset details. For more information about terminating the relationship between a tag and an asset, see Terminate authored tag relationships.

  • If you provide a value for Asset Name property, you must also provide the appropriate value for the Asset Classification property. Otherwise, you will not be able to import the data for that tag.

  • When you create a new row in the data sheet, the Asset Classification property value is Material types, by default. Do not change or remove that value, or you will not be able to import the data for that tag.

  • If the data sheet is generated with tags and those tags are not associated with any asset, the Asset Classification property is blank. So, if you want to associate that tag to an asset, you must set the value to Material types manually, and provide a value for the Asset Name property, or you will not be able to import the data for that tag.

Cable run information

A cable run is one of the objects that has relationship with a cable tag. Cable run is used to interconnect the electrical equipment in a plant. If you want to associate a cable run to a cable tag through a Microsoft Excel data sheet, you must provide a value for the Cable Run property. When you import the data, a new cable run is created in the SmartPlant Master Tag Registry and is associated to that cable tag.

Other attributes in the data sheet also describe the cable run, such as the following:

  • Voltage

  • Cable Specification Code

Hierarchical enumerated list

The data sheet may contain properties that have hierarchical enumerated lists, meaning that the value you select for one property will determine the option available for another property.

For example, in the Instrument data sheet, the value you select for the Instrument Process Function property determines the values available for the Instrument Type property. If you select Flow Instrument as the value for the Instrument Process Function, then you must select the corresponding Instrument Type.

If a selected value for one property is available in multiple cells (in that column), then its dependent property values can be dragged to the preceding rows in the dependent property column. .

For example, in the following instrument datasheet, Flow Instrument is selected as the property in the Instrument Process Function column, and FE is selected as the dependent value for Flow Instrument in the Instrument Type column. If you want the dependent property value FE in other appropriate cells, you can drag the value FE onto the preceding cells in that column. Then the value FE is displayed in the cells next to the value wherever Flow Instrument is available.

The following screen shot shows the displayed values after dragging:

The following table provides the list of hierarchical enumerated lists in data sheets.

Data Sheet

Hierarchical enumerated properties list

Cable

Electrical Insulation Standard > Cable Color

ElectricalEquipment

Must be Electrical Equipment > Equip Type Level 1 > Equip Type Level 2 > Equip Type Level 3

Ingression Protection 1 > Ingression Protection 2

Equipment

Equip Type Level 0 > Equip Type Level 1 > Equip Type Level 2 > Equip Type Level 3 > Equip Type Level 4 > Equip Type Level 5 > Equip Type Level 6 > Equip Type Level 7

Insulation Purpose 1 > Insulation Purpose 2 > Insulation Purpose 3

Instrument

Instrument Process Function > Instrument Type

Ingression Protection 1 > Ingression Protection 2

PipingSpecialty

Piping Component Type 1 > Piping Component Type 2 > Piping Component Type 3

Valve

Must be Valves > Piping Component Type 2 > Piping Component Type 3

Must be Valve Type Option > Option Code

Operator Class > Operator Type