TM-6102 AVEVA Instrumentation (12 1) Engineer Rev 6 0

AVEVA Instrumentation
(12.1)
Engineer
TM-6102
www.aveva.com
AVEVA Instrumentation™ (12.1)
Instrumentation Engineer (TM-6102)
Copyright © 2014.
AVEVA Solutions Limited and its subsidiaries.
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All rights reserved.
Revision Log
Date Revision Description of Revision Author Reviewed Approved
Approved for Training AVEVA
24/02/2014 3.0 TG/SR TG/KH GC
Instrumentation 12.1.SP2
Approved for AVEVA Instrumentation
10/10/2014 4.0 GO TG GC
Training 12.1.SP3
Updated for AVEVA Instrumentation Training
20/03/2015 5.0 GO TG GC
12.1.SP3.Fix4
Approved for AVEVA Instrumentation
30/03/2016 6.0 FF GO GC
Training 12.1.SP4
Updates
All headings containing updated or new material will be highlighted.
Suggestion / Problems
If you have a suggestion about this manual or the system to which it refers please report it to the AVEVA
Training & Product Support at tps@aveva.com
This manual provides documentation relating to products to which you may not have access or which may
not be licensed to you. For further information on which products are licensed to you please refer to your
licence conditions.
Visit our website at www.aveva.com
Disclaimer
AVEVA Instrumentation provides instrument sizing calculations for estimation purposes only, end users of
the software should not rely on the calculations produced by the software for design purposes. End users
should seek the advice of certified equipment suppliers prior to specifying or purchasing equipment.
To the fullest extent permissible at law:
a) AVEVA does not warrant that the use of the AVEVA software will be uninterrupted, error-free or free from
viruses;
b) AVEVA shall not be liable for: loss of profits; loss of business; depletion of goodwill and/or similar losses;
loss of anticipated savings; loss of goods; loss of contract; loss of use; loss or corruption of data or
information; any special, indirect, consequential or pure economic loss, costs, damages, charges or
expenses which may be suffered by the customer, including any loss suffered by the customer resulting
from the inaccuracy or invalidity of any data created by the AVEVA software, irrespective of whether such
losses are suffered directly or indirectly, or arise in contract, tort (including negligence) or otherwise;
c) AVEVA's total liability in contract, tort (including negligence), or otherwise, arising in connection with the
performance of the AVEVA software shall be limited to 100% of the licence fees paid in the year in which the
customer's claim is brought.
In the event of any conflict between the above clauses and the analogous clauses in the software licence
under which the AVEVA software was purchased, the clauses in the software licence shall take precedence.
Copyright © 2014.
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Copyright Notice
All intellectual property rights, including but not limited to, copyright in this Training Guide and the associated
documentation belongs to or is licensed to AVEVA Solutions Limited or its affiliates.
All rights are reserved to AVEVA Solutions Limited and its affiliates companies. The information contained in
this Training Guide and associated documentation is commercially sensitive, and shall not be adapted,
copied, reproduced, stored in a retrieval system, or transmitted in any form or medium by any means
(including photocopying or electronic means) without the prior written permission of AVEVA Solutions
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Licenses issued by the Copyright Licensing Agency or any other reproduction rights organisation do not
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may be made and or criminal prosecution may result.
AVEVA Solutions Limited and its affiliate companies shall not be liable for any breach or infringement of a
third party's intellectual property rights arising from the use of this Training Guide and associated
documentation.
@AVEVA Solutions Limited 2016
Trademark Notice
AVEVA™, AVEVA Instrumentation™, Tribon and all AVEVA product and service names are trademarks of
AVEVA Group plc or its subsidiaries.
Use of these trademarks, product and service names belonging to AVEVA Group plc or its subsidiaries is
strictly forbidden, without the prior written permission of AVEVA Group plc or AVEVA Solutions Limited. Any
unauthorised use may result in a legal claim being made against you.
Fluent is a trade mark of Microsoft Corporation. The Fluent user interface is licensed from Microsoft
Corporation by AVEVA and use of the Fluent trademark is strictly forbidden.
All other trademarks belong to their respective owners and cannot be used without the permission of the
owner.
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Contents
1 Introduction .............................................................................................................................................. 7
1.1 Aim..................................................................................................................................................... 7
1.2 Objectives ......................................................................................................................................... 7
1.3 Prerequisites .................................................................................................................................... 7
1.4 Course Structure.............................................................................................................................. 8
1.5 Using this guide ............................................................................................................................... 8
2 AVEVA Instrumentation Training Workflow.......................................................................................... 9
2.1 AVEVA Instrumentation Administration Training Guide Workflow .......................................... 10
2.2 AVEVA Instrumentation Engineer Training Guide Workflow .................................................... 11
2.3 AVEVA Instrumentation Wiring Manager Training Guide Workflow ........................................ 11
2.4 AVEVA Instrumentation Designer Training Guide Workflow .................................................... 11
2.5 AVEVA Instrumentation Process Engineer Training Guide Workflow ..................................... 11
3 Instruments and Loops ......................................................................................................................... 13
3.1 Starting AVEVA Instrumentation Engineer ................................................................................. 13
3.2 Instruments List ............................................................................................................................. 14
3.2.1 Add an Instrument Tag (Worked Example).............................................................................. 15
3.2.2 Edit Instrument Tag Details ...................................................................................................... 20
3.3 Loops List ....................................................................................................................................... 21
3.3.1 Add a Process Loop (Worked Example) .................................................................................. 21
3.3.2 Assign Instrument Tag(s) to a Loop ......................................................................................... 23
3.4 Instruments Loads (Worked Example) ........................................................................................ 26
3.5 Import Instrument & Loop List using Excel (Worked Example)................................................ 27
3.5.1 Import Loop List using Excel .................................................................................................... 27
3.5.2 Import Instruments list using Excel .......................................................................................... 30
3.6 Edit Multiple Tags (Bulk Edit) ....................................................................................................... 32
3.7 Instrument Copy Wizard (Worked Example) ............................................................................... 33
Exercise 1 – Duplicate Instrument Tags in Different Project Locations .................................................. 35
3.8 Attach Documents (Worked Example)......................................................................................... 36
3.8.1 Changing the Document folder ................................................................................................ 37
3.9 Manage Grids ................................................................................................................................. 39
3.9.1 Create a New Grid View (Worked Example)............................................................................ 39
3.9.2 Changing Caption (Worked Example)...................................................................................... 41
4 Datasheets.............................................................................................................................................. 43
4.1 Generate a Datasheet (Worked Example).................................................................................... 46
Exercise 2 – Assign Instrument Tag to Datasheet ..................................................................................... 48
4.2 Datasheet Data Entry (Worked Example) .................................................................................... 49
4.3 Issue Datasheets (Worked Example) ........................................................................................... 51
4.4 Import Datasheet (Worked Example) ........................................................................................... 53
4.4.1 Highlight Documents for Reissue............................................................................................. 55
4.5 Export Datasheets.......................................................................................................................... 57
4.5.1 Export Datasheet(s) to a Folder ............................................................................................... 57
4.5.2 Export Datasheets to Pre-defined Folder................................................................................. 58
4.6 Document List (Worked Example)................................................................................................ 59
4.7 Process Data .................................................................................................................................. 63
4.7.1 Process Data Grid .................................................................................................................... 63
4.7.2 Edit Data for Multiple Tags....................................................................................................... 64
4.8 Instrument Sizing Calculation ...................................................................................................... 67
4.8.1 Control Valve Sizing (Worked Example) .................................................................................. 67
4.8.2 Flow Element Sizing (Worked Example).................................................................................. 72
4.9 Browse Data by Form Type........................................................................................................... 75
5 Report Manager...................................................................................................................................... 77
5.1 Report Types .................................................................................................................................. 77
5.2 Preferences..................................................................................................................................... 78
5.3 Create a Report (Worked Example).............................................................................................. 79
5.4 Issue Reports (Worked Example)................................................................................................ 90
5.5 Export the Report........................................................................................................................... 91
5.6 Custom Reports ............................................................................................................................. 94
5.7 Report Template............................................................................................................................. 96
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Instrumentation Administration (TM-6101)
5.7.1 Export Reports Template (Worked Example) .......................................................................... 96

Exercise 3 – Import Report Template .......................................................................................................... 98
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CHAPTER 1
1 Introduction
This training guide has been developed for the instrumentation engineer user who will be responsible for the
instrument tags creation and specification. The sections covered within this guide attempts to describe all
the relevant activities required in AVEVA Instrumentation Engineer Module.
1.1 Aim
The AVEVA Instrumentation Engineer Training Manual will show the user how to perform tasks typically
handled by Instrument Engineers during a project life cycle using the Instrumentation Engineer module of
AVEVA Instrumentation.
1.2 Objectives
At the end of this training course, the user(s) will be able to:
 Create and manage Instrument and Loops
 Generate Datasheets
 Perform Instrument Sizing Calculations
 Generate customized Reports
1.3 Prerequisites
The following are some basic prerequisites for Trainees attending the Training Course in AVEVA
Instrumentation 12.1:
 Familiar with Instrumentation and Process engineering data.
 Familiar with Instrumentation from a design or operations perspective, which includes various types
of Instruments, Cabling and basic knowledge of Process Control System (PLC/DCS).
 Well versed with using Microsoft® Excel.
 Refer the AVEVA Instrumentation Installation User Guide for the system requirements both
hardware and software.
AVEVA Instrumentation has been installed on the Trainee’s computers that they will be using for the duration
of this training course.
Microsoft Office 2007, 2010, 2013 and 365 (Excel) has been installed on the Trainee’s computers that they
will be using for the duration of this training course.
Enterprise, Standard or Express versions of Microsoft SQL Server 2008 R2 (SP3) or 2012 (SP3) or 2014
(SP3) must be installed on each Trainee’s computer, or each Trainee must have access to an instance of
Microsoft SQL Server installed elsewhere on the network the Trainees might be connected to.
The name of the instance of Microsoft SQL Server that the Trainee has access to must be known to each
Trainee.
AutoCAD 2014, 2015 or 2016 is a prerequisite for this training course.
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 If training isto b e conducte d i n a stand-alone e nvi ronm e nt, th e n allfourof th e AVEVA Instrum e ntati on
m odule sare to b e i nstalle d on e ach m ach i
ne . Th iswi llinclude Se curi ty Manage r. Each trai ne e isto
h ave re ad and wri te acce ssto th e i nstance of th e SQL se rve ruse d fortrai ni ng, and h ave p e rm issions
se t to b e ab le to cre ate datab ase son th e instance of th e SQL se rve ruse d fortrai ning.
 If training isto b e conducte d i n an adm i ni strati
ve e nvironm e nt, th e n allfourof th e AVEVA
Instrum e ntati on Module sare to b e i nstalle d on th e AVEVA Instrum e ntati on p roje ct adm i
nistrators
m ach i ne . Th i swi llinclude Se curi ty Manage r. Th e AVEVA Instrum e ntati on p roje ct adm i
nistratoristo
h ave re ad and wri te acce ssto th e instance of th e SQL se rve ruse d fortrai ning, and h ave p e rm issi
ons
se t to b e ab le to cre ate datab ase son th e i nstance of th e SQL se rve ruse d fortrai ning.
 Forany de tai lsab out th e h ardware and software re quire m e nt and assi
stance wi
th SQL Se rve r
i
nstallati
on p le ase re fe rto th e AVEVA Instrum e ntati
on Installation gui
de .
1.4 Course Structure
Training will consist of oral and visual presentations, demonstrations and set exercises. Each workstation will
have a training project and supporting material. These will be used by the trainees to practice their methods,
and complete the set exercises.
1.5 Using this guide
Certain text styles are used to indicate special situations throughout this document, here is a summary;
Menu pull downs and button press actions are indicated by bold dark turquoise text.
Information the trainees has to key-in will be in bold, red text.
Annotation for trainees benefit:
 Addi
ti
onali
nform ati
on
 Re fe rto oth e rdocum e ntati
on
System prompts will be bold italic and in inverted commas i.e. 'Choose function'
Example files or inputs will be in the courier new font.
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CHAPTER 2
2 AVEVA Instrumentation Training Workflow
The AVEVA Instrumentation product suite consists of five modules:

 AVEVA Instrumentation Engineer
 AVEVA Instrumentation Process Engineer
 AVEVA Instrumentation Wiring Manager
 AVEVA Instrumentation Designer
 AVEVA Instrumentation Security Manager
The AVEVA Instrumentation Training Manuals give an overview to the user on how to setup and, configure a
project; create and manipulate engineering data and generate project deliverables during a project life cycle
using AVEVA Instrumentation.
AVEVA Instrumentation (12.1) training has been designed to be presented to four different groups and
follows the workflow shown below:
 AVEVA Instrumentation Administration (TM-6101): Project Administrators
 AVEVA Instrumentation Engineer (TM-6102): Instrumentation Engineers
 AVEVA Instrumentation Wiring Manager (TM-6103): Instrumentation Designers
 AVEVA Instrumentation Designer (TM-6104): Instrumentation Designers and CAD operators
 AVEVA Instrumentation Process Engineer (TM-6106): Process Engineers
 Th e AVEVA Instrumentation Process Engineer Trai

ning can b e run afte rAVEVA Instrumentation
Administrator Trai
ning i
fiti
sre qui
re d.
 AVEVA Instrumentation Process Engineer Trai ni
ng Manuali snot p art of th e m ain workflow of th is
trai
ning course . He nce , th e AVEVA Instrum e ntati
on Proce ssEngi
ne e rdata wi llnot b e i
nclude d i
n th e
m ain trai
ning p roje ct.
The Trainee is recommended to refer the flowchart while working through the Training Manual(s).
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2.1 AVEVA Instrumentation Administration Training Guide Workflow
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2.2 AVEVA Instrumentation Engineer Training Guide Workflow
2.3 AVEVA Instrumentation Wiring Manager Training Guide Workflow
2.4 AVEVA Instrumentation Designer Training Guide Workflow
2.5 AVEVA Instrumentation Process Engineer Training Guide Workflow
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This page is intentionally left blank
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CHAPTER 3
3 Instruments and Loops
3.1 Starting AVEVA Instrumentation Engineer
AVEVA Instrumentation Engineer can be started from the windows desktop:
Start Menu > All Programs > AVEVA > Engineer > AVEVA Instrumentation 12.1.4 > Instrumentation
Engineer 12.1.SP4.
Select Project TM6101_01_XX (where XX are

the trainee’s initials).
Click Select
The AVEVA Instrumentation Engineer Application Window opens.
 AVEVA Instrum e ntati

on Engi
ne e rcan also b e starte d b y doub le cli
cki
ng on th e Plant Engi
ne e ri
con on
th e wi
ndowsde sktop .
 De tai lof allof th e fe ature savai lab le i
n AVEVA Instrum e ntati on Engine e rwi
llnot b e gi
ve n i
n th i
s
trai ning guide . Fora de tai le d e x p lanati
on of allof th e fe ature sof AVEVA Instrum e ntation Engi ne e r,
p le ase consult th e AVEVA Instrum e ntati on Engi ne e ruse rgui de .
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3.2 Instruments List
The Instruments List (or Instrument Index) is the main window for adding/editing the alphanumeric listing of
all tag-marked components of the project. Each Instrument tag will reference the relevant P&ID,
Specification Form (Datasheet), Installation (Hookup) Detail and Loop drawings.
Instruments grid view is customisable using the Manage option (Grid Manager).
 Forde tai le d i
nform ati
on ab out th e Mi
crosoft® Offi
ce Flue nt™ use ri
nte rface , p le ase re fe rto AVEVA
Instrum e ntation Com m on Functi onali
ty Use rGuide .
To access the Instruments list: Home > Select > Instruments (under Lists).
This opens the Instruments list with a default grid view comprising of multiple Fields (Columns).
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3.2.1 Add an Instrument Tag (Worked Example)
The user can either add an Instrument tag one by one or import the Instrument list using a standard
Microsoft Excel spreadsheet.
To add an Instrument tag: Click the New button under the Records pane.
The Add New Tag form opens along with Instrument Tag Dialogue.
Select Class: INS
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The tag format ISA (delimiters) was selected as

the primary tag and is made available as the
default, selecting the arrow will open a pick list,
which will contain all other tags that were assigned,
in this example only the two that were assigned are
displayed.
Selecting the pick list of the function text box will

display the instrument type functions assigned to
the INS Class.
Select Function: TT
Enter Number: 103
Click OK to close the form.
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The Tag No is populated in the window.
To change the tag number, click the

button next to the Tag No field to display
the Instrument Tag window again.
Selecting the Plant Area pick list will reveal the areas created earlier. To display the child areas of the
parent Area 10 expand it.
Select Plant Area: A01

Enter the following information for Instrument tag TT-103 on the Add New Tag form:
Project Status: New

Instrument Service: Temperature: Boiler D-1201
On the General tab:

P&ID Dwg No: A0-01-2012-0002
Instr. Range: Low: -200, High: 850, Units: °C
Select the Detail tab:

Signal Type: Analog
Signal Volts Level: 24V DC
Power Supply: 24V DC
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Click on the Copy from Catalogue button.
The Copy data form opens containing the Existing Value and Proposed Value.
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Click the drop down list of Select a Catalogue Instrument to Copy from and select Temperature Transmitter.
Check the Show Instrument Properties check box.
Check the check box for the following fields:
 Manufacturer
 ModelNo
 Supplier
 LoopDwgCode
 TrnProperty
Click the Save button to close the form.
Click the OK button on the Add New Tag form.
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3.2.2 Edit Instrument Tag Details
The user can edit most column (field) data directly on the Grid by selecting (double click) within the cell and
enter/edit the value. Columns with yellow coloured background are not editable directly on the Grid.
1. Grid Method:
Select the operating principle type as Temperature Element for the Instrument Tag TT-103 by using the
pull down list under OperatingPrinc Column.
2. Edit Form Method:
The user can edit the details of the Instrument tag by either double click on the Instrument record or click
the Edit button on the user interface. This opens the TT-103 Edit form.
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3.3 Loops List
The Loops list is the main window for adding/editing process loops of the project. The user can assign an
Instrument tag to a process loop from the Instrument list or directly from within the Loop list.
Open the Loops grid selecting Home > Select > Loops, the loops grid will open.
The Loop List consists of two grids. The main, upper grid displays details of the loops in the project. The
lower grid displays details of any instruments assigned to the loop currently selected in the upper grid.
Cells that are coloured yellow cannot be edited directly in the grid. Cells that are not coloured yellow can be
edited directly from the grid.
3.3.1 Add a Process Loop (Worked Example)
To add a Process Loop: Select New on the Loop List tab.
This opens the Add New Loop form. Enter the following details on the forms:
Class: ILP
Tag Format: ISA (delimiters)
Loop Type: Temperature
Number: 103
Plant Area: A01

Project Status: New
Loop Service: Temperature: Reflux Boiler D1201
By default, the Drawing Required Check box is checked.
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Click the OK button and the Loop is added to the Loops grid.
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3.3.2 Assign Instrument Tag(s) to a Loop
There are two methods to assign an Instrument tag to a Process Loop.
1. To assign an Instrument tag to a Loop: Select the Loop T-103 and Click the Edit button under the
Records pane.
This opens the Loop T-103 Loop Edit form; click the Add Tag button on the form.
This opens the Add Instruments to Loop form and the user can select either to assign tags from the
Instrument List or create new Instrument tags before assigning them to the Loop.
Click the From Instrument List button, and this

opens the Select Instrument to add to Loop
window.
Use the pull down list Display by Area and filter by

number using the Match Number Check box.
Check the TT-103 Tag Number check box and click on the
Assign button.
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Instrument tag (TT-103) is now listed under the

Tag Assigned column.
Click the OK button and Instrument tag TT-103 is

assigned to Loop T-113.
The assigned Instrument Tag (TT-103)

appears under the heading Loop
Instruments.
Click the OK button on the form.
2. On the Instrument List grid: Click the command button on the LoopNo field for the Instrument
Tag.
This opens the Assign Tag to Loop form.
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Select the Process Loop T-103 and click the Assign button.
Once assigned, the updated Instruments grid appears as below:
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3.4 Instruments Loads (Worked Example)
Instruments tag can be created with Power requirements in AVEVA Instrumentation which can be viewed in
a separate list.
To include Power supply details to an instrument Double click (or use the Edit button from Microsoft® Office
Fluent™ user interface) the Instrument Tag (TT-103) from the Instruments grid and select the Power
Supply tab
Check the Requires Power Supply to activate the Electrical

rated values for the instrument:
Voltage: 24V DC
Power: 2
Click OK to close the edit form.
To view the Instrument Loads grid select Home > Select > Instrument Loads,
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3.5 Import Instrument & Loop List using Excel (Worked Example)
AVEVA Instrumentation facilitates the user with populating the project database by importing the
Instrument and Loop List using Microsoft® Excel.
 Th e use rm ust i
m p ort th e Loop li
st fi
rst p ri
orto i
m p orti
ng th e Instrum e nt Li
st.
3.5.1 Import Loop List using Excel
On the Loops grid, select the Manage tab and click the From Excel button under the Import pane.
This opens the Select excel workbook to import window. Browse to the location, where the excel files
provided by the Trainer are stored.
Select the file: Loop List – Training Project and click the Open button.
AVEVA Instrumentation will scan the first row of the excel file (Loop List) and list the headings of the
columns on the left hand side of the Import Fields form as Excel Column Name. The right hand side
column will list the AVEVA Instrumentation Field, which will be mapped with the fields on Excel Column
Name.
AVEVA Instrumentation Engineer will attempt to automatically map the first row of the Excel column
headers to AVEVA Instrumentation Field Captions if the names appear to be a logical match.
 Th e m andatory fi e ldsm ust b e m ap p e d to fi

ve fi
e ldsi
n th e sp re ad sh e e t th at i
sto b e i
m p orte d for th e
im p ort to b e succe ssful: AreaNo, AreaPath, ClassName, FormatName, LoopNo and Tag codes (In
th i
se x am p le : LoopPV, LNo and LoopSuffix).
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Use the pull down list for each field under AVEVA Instrumentation Field column to map the corresponding
field on the Excel Column Name.
Click the Import button once all the mappings

are complete.
 Ensure th at th e Ex ce lcolum nsnam e s

m ap p e d fordata im p ort do not contai
n
le adi
ng ortrai ling sp ace s.
An Import Options confirmation form appears, and the user may either process import of Loops individually
or in a batch mode.
Click the Batch Process all Records link label.
This opens the Import Differences grid. Check the Accept All check box and click the Save button.
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A log file (.csv) is created and opened automatically in Microsoft Excel, which contains the imported status
for all the items.
 Th e log fi
le i
scre ate d wi
th ti
m e and date fi
le nam e , and save d i
n th e sam e i
m p orte d fi
le folde r.
 Afte ran i m p ort fi
nish e sAVEVA Instrum e ntation just de le gate sth e re sp onsi
bili
ty of op e ni ng .csvfile to
th e Op e rati
ng Sy ste m and asi n m ost case s.csvfi le isattach e d to Mi crosoft Ex ce l, so Ex ce lstartsup .
If use rassoci ate sanoth e rsoftware wi th .csvfi
le sth e n OS wi llalway sop e n csvfi le in th at software .
The imported Process Loops are available on the Loops grid.
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3.5.2 Import Instruments list using Excel
Similarly, select the Instruments tab to import the Instrument List. Select the Manage tab and click the
From Excel button under the Import pane.
This opens the Select excel workbook to import window. Browse to the location where the excel files
provided by the Trainer are stored.
C:\AVEVA_InstrumentationTraining\ExcelFiles\ Instrument List – Training Project.xls
Click the Open button on the Select Import File form.
This opens the Worksheet form, click the Instruments link label.
 Th e m andatory fi e ldsm ust b e m ap p e d to fi

ve fi
e ldsi
n th e sp re ad sh e e t th at i
sto b e i
m p orte d for th e
im p ort to b e succe ssful: AreaNo, AreaPath, ClassName, FormatName, TagNo and Tag codes (In
th i
se x am p le : ISAFunc, LNumber, Suffix and LoopFunc).
Use the pull down list for each field under AVEVA Instrumentation Field column to map the corresponding
field on the Excel Column Name.
Click the Import button once all the

mappings are complete.
 Som e of th e AVEVA Instrum e ntati on

Fie ldswe re m ap p e d m anually to e ach
Ex ce lFi
e ld Nam e .
 Th e fi e ld ‘Loop Se rvi ce ’ i s not

avai lab le for m ap p ing unde r AVEVA
Instrum e ntation Fi e ld Nam e h e adi
ng.
 ‘Proce ss Equi p m e nt’ and ‘ Proce ss

Li ne s’are not re qui re d i
n th e m ap p i
ng
as th e AVEVA Instrum e ntati on
Proce ss Engi ne e r Trai ning data i s
not i nclude d in th e m ai n workflow of
th i
strai ning course .
 Ensure th at th e Ex ce lcolum nsnam e s

m ap p e d fordata i
m p ort do not
contai n le adi
ng ortrai li
ng sp ace s.
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An Import Options confirmation form appears, and the user may either process the import of Instrument
tags individually or in a batch mode.
Click the Batch Process all Tags and Show Differences at

end link label.
This opens the Import Differences form. Check the Accept All check box and click the Save button.
A log file (.csv) is created and opened automatically in Microsoft Excel which confirms the Import was
successful.
The imported Instrument tags are available on the Instruments grid under their respective Process Loops.
 Th e use rcan associ ate an Instrum e nt Tag(s) to Proce ssEqui p m e nt and/orProce ssLi ne using th e
e x ce lim p ort functi
onality m ap p i
ng th e ProcessEquipment and/orProcessLines attri b ute s
re sp e cti
ve ly orm anually b y se le cti
ng th e Instrum e nt Tag and clicking th e op ti
onson th e Instrum e nt tab .
 Forde tai
le d i
nform ati
on on Associ
ati
ons, p le ase re fe rto AVEVA Instrum e ntati
on Use rGui
de .
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3.6 Edit Multiple Tags (Bulk Edit)
AVEVA Instrumentation supports editing of multiple Instrument tags. From the Instruments grid, select
multiple Instrument Tags (using the mouse cursor) and click the Edit button under the Records pane.
Check the Select check box for the field Status.
Using the pull down list under the column Value for Status
select the New option.
Click the Save button and the status for the selected Instrument
Tags will be changed to New from Existing.
Edited information on the grid will appear with a Cyan coloured background.
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3.7 Instrument Copy Wizard (Worked Example)
AVEVA Instrumentation Engineer supports the copying of existing Instruments to create new Tags.
Select an existing Tag record (PT-103) in the Instrument list, Select Copy Selected from the pull down
menu under New or Right Click (the record) and select Copy Selected from the context sensitive menu.
The Instruments Copy alert form is displayed.
The user can either select Yes or No from the

Instrument Copy alert form.
If the user clicks the Yes button this initiates the

copy wizard.
The Copy Wizard is displayed.
Expand the FormatName: ISA (delimiters) view and select the loop P-104 from the list under field Loop No
and change the number value under the Number field from 103 to 104. Also, change the description under
Instrument Service field to Discharge Pressure: Pump P1502B and click the Next > button.
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The Copy Wizard lists the valid

components to be copied.
Click the Copy button.
A Copy alert form is displayed to confirm the copy of the tag.
Click the OK button on the alert form and click the Close button to exit the
Instrument Copy Wizard.
OR
If the user clicks the No button on the

Instrument Copy alert form then the Add
New Tag form is displayed.
The Add New Tag form contains the details

copied of Instrument tag PT-103. Edit the
tag number sequence from 103 to 104 and
change the description under Instrument
Service from P1502A to P1502B.
Click the OK button to save and exit the form.

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Exercise 1 – Duplicate Instrument Tags in Different Project Locations
Open the Instruments grid and using the Copy Wizard functionality (as shown before for loops), create the
following instruments.
Tag Location
ZSH-115 DCS
ZSL-115 DCS
ZSH-117 DCS
ZSL-117 DCS
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3.8 Attach Documents (Worked Example)
The Facilities for attaching any Windows supported documents/files in AVEVA Instrumentation is made
available to users. These external documents might contain extra information related to the instrument tag
such as vendor data, catalogue data, calibration certificates, hazardous area certificates, photographs etc.
Two methods are available for attaching a document to an instrument tag
1. In the Instruments tab click Open For Selected in the Attached Documents section
The Attached Documents window is displayed. Click New to include a document.
OR
2. In the Instrument list window Select and Edit the instrument PT-103. Click Attached Documents
link in the General tab
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This opens the Attached Document Details form as shown below.
Click the Browse button and select the PressTransmitter PNG image from the folder below
C:\AVEVA_InstrumentationTraining\Projects\TM6101_01_XX\Attachments
Enter the details as shown:
Click the OK button to save the data and exit

the form.
The new item is now listed on the Attached Documents list.
Click the Close button to exit the form.
3.8.1 Changing the Document folder
To change the folder of the Document attached, select Change Folder in the Attached Documents section
from the Instruments tab
Click the Browse button in the New Folder Path to assign a new path for the document.
Browse to the folder C:\AVEVA_InstrumentationTraining and create a new folder called Attachments
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Click OK to include the change.
An Attached Document form appears to confirm the changes. Click Yes to confirm the change.
This opens the Browse For Folder window:
Select the folder to which the datasheets are to be exported and click OK.
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3.9 Manage Grids
The user can manage their Grid views by defining their own sets of data fields (columns), default column
order; default sorting and predefined data filters for most data grids available in AVEVA Instrumentation.
The Grid views are currently available in the following data grids in Instrumentation Engineer.
Data Grid Description

Instrument List Instrument Index
Datasheet List Datasheet Documents List
Loops Loops Index
Process Data Process Data List
Document List Document List
Instrument Loads Instrument Loads List
Process Equipment Process Equipment List
Process Lines Process Line List
Reports Reports Documents List
Instrument Catalogue Instrument Catalogue List
This feature enables the user to only have access to those fields that are required for their current task. The
user can create multiple views and easily change between the views within the modules in AVEVA
Instrumentation.
3.9.1 Create a New Grid View (Worked Example)
To create a new user defined View: Select Home, and click the Manage button.
 Th e ne w use rde fi
ne d Gri
d Vi
e w wi
llb e b ase d on th e Instrum e nt Li
st data gri
d.
The Grid Views form is displayed with a default view.
Click the New button and enter the

details on each tab as specified below on
the List Manager form.
On the View tab:
View Name text box: Training View
Description text box: Project –

Instruments List
Check the Public check box: doing so

allows other users to use or manipulate
the view or data set.
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Select the Fields tab and check the check boxes under the Select column to select the following Field
Names:
Table (Source) Field Name Caption

Area AreaPath Area Path
Area AreaNo Area
InstrumentList TagNo TagNo
InstrumentList Description Instrument Description
InstrumentList OperatingPrinc OperatingPrinc
InstrumentList IService1 Instrument Service
LoopList LoopNo Loop No
LoopList LService1 Loop Service
InstrumentList ISALocation Loc
InstrumentList ProjectStatus Status
InstrumentList DataSheetNo DataSheetNo
InstrumentList PIDNo P&ID No
InstrumentList PlantConnection Assoc Equip
InstrumentList DCSIO DCS I/O
InstrumentData TrnProperty Training Property
Select the Layout tab, and this gives the user a preview of the new grid.
 Use r m ay ch e ck th e
Change Grid column
orientation to Vertical
ch e ckb ox to assi
st
re arrange m e nt.
Select the Sorting tab and Check the

Show Used Only check box.
Select the following fields under the View

Fields column to sort the grid view:
 AreaPath
 AreaNo
 TagNo
 LoopNo
The value list should look as shown on the

left.
 Doub le click to Add or Re m ove Fi

e lds
from th e Vie w Fi
e ldscolum n.
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3.9.2 Changing Caption (Worked Example)
Attributes names cannot be changed, but attributes captions can be updated.
Select the Fields tab and select ProjectStatus under Field Name column:
Change the caption for “Instrument

Status” as shown on the left.
Ignore the Filtering tab and click the Save button on the menu.
The new grid view called Training

View is now listed on the Grid
Views form.
Select the new grid view and click

the Apply button on the menu.
This displays the new View (Training) for the Instruments grid.
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CHAPTER 4
4 Datasheets
The user can generate a datasheet for Instrument Tag using one of the four methods:
1. From the Instruments grid:
Select Home > Select > Instruments (under Lists) to display the Instruments grid.
Move the mouse pointer next to the blank cell under Datasheet No of the Instrument Tag that
requires a datasheet.
Click the command button.
This opens the Add Datasheet for: PT-103 form.
2. From the Instrument Tag Edit form:
Double click (or use the Edit button from Microsoft® Office Fluent™ user interface) an Instrument
Tag (PT-103) from the Instruments grid and select the Datasheet tab.
Click the arrow command button at

the end of Datasheet No: text box, this
opens the Add Datasheet for: form,
similar to the one above.
Click the Yes button on the alert form.
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This opens the Add Datasheet for: PT-103 form.
3. From the Datasheets grid:
To access the Datasheets grid: Select Home > Select > Datasheets (under Lists).
This opens an empty datasheet grid and adds a

contextual tab Datasheets.
Select the Datasheets tab; Click the New button from

the Records pane.
This opens the Add a New Datasheet form which is similar to the one opened before.
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4. From the Datasheets grid:
Click the Batch Assign Tags button from the Tools pane.
This opens the Batch Assign Tags to Datasheets form.
For example:
Select from type datasheet and then select the S20.40 from the Catalogue Form pull down list.
By using the filters provided, type the function PT on the Tag No text box.
Click the Select all button check box for the Instrument Tags which will be assigned to the selected
Catalogue Form.
Check the Use Tag Number check box and type DST- in the Prefix: text box.
Click the Create button to create Datasheets for the checked Instrument Tags.
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4.1 Generate a Datasheet (Worked Example)
Generate a Datasheet for Instrument Tag PT-103 using Method 1.
Give the Instruments grid the focus by selecting the Instruments tab and click the command button in
the DatasheetNo cell. This opens the Add Datasheet for: PT-103 form.
Type: DST-PT-103 in the

Datasheet No: text box.
Using the scrollable list,

Browse to the Form Type
S20.40 – Pressure
Transmitter
Click the Next > button.
Complete the Add Datasheet for: PT-103 form as shown below:
Select the Revisions tab and click on the Add button to open the Revision Entry form.
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Complete the form as shown below:
Click the Save button.
The user is encouraged to view the contents of the other tabs: Notes, User Fields and Others.
On the Others tab, set the Design Status: to Awaiting Checking by using the combo box.
Click on the OK button to close the Add Datasheet for: PT-103 form.
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Exercise 2 – Assign Instrument Tag to Datasheet
Assign the following Instrument Tags to a Datasheet using Method 1 (Grid Approach):
Tag Datasheet No Form Name

FE-115 DST-FE-115
FE-117 DST-FE-117 S20.21
FE-222 DST-FE-222
PT-104 DST-PT-104 S20.40
Assign the following Instrument Tags to a Datasheet using Method 4 (Batch Assign): Select from type
datasheet

FV-113 DST-FV-113
FV-115 DST-FV-115
S20.50B
FV-117 DST-FV-117
FV-222 DST-FV-222
Assign the following Instrument Tags to a Datasheet using Method 4 (Batch Assign): Select from type Other

FV-113 CST-FV-113
FV-115 CST-FV-115
Calibration Sheet
FV-117 CST-FV-117
FV-222 CST-FV-222
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4.2 Datasheet Data Entry (Worked Example)
The user can access the data entry window for the selected Datasheet, which looks just like a Microsoft
Excel spread sheet by clicking the button in the DatasheetNo cell on the Instruments grid.
This opens the Datasheet for Tag PT-103:
To enter data directly on a cell, double click with the mouse cursor and type in the desired information or
select a value from the pull down list (if available).
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Check the Apply Default Units checkbox on the DST-PT103-1 datasheet form.
Enter some basic specifications on the spread sheet corresponding to each field and change the process
units where necessary (This option is available in the right click context menu on the required value cell).
PRESSURE TRANSMITTER:
Area Classification: Zone 1, Gr IIC, T2
Ingress Protection: IP66
PROCESS CONDITIONS:
Fluid: Hydrocarbon
State: Liquid
Normal Pressure: 200 kPa(g)
Max Pressure: 750 kPag
Normal Temperature: 32°C
Max Temperature: 70°C
Design Pressure Max: 3500 kPa(g)
Design Temperature Max: 135°C
TRANSMITTER:
Calibrated Range: LRV: 175, URV: 550, Units: kPa(g)
Accuracy: ± 0.075 % (use right click context menu to insert the special character)
Output Signal Type: 4-20 mA
Protocol: HART
Click the Save & Exit button to save the changes and exit the data entry
form.
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4.3 Issue Datasheets (Worked Example)
Once the technical specifications have been updated on the spread sheets, the user must now issue these
Specification Sheets (Datasheet), which are time stamped and linked to a Revision. If the Datasheet has
previously been issued, then the user will have to create a new revision before issuing again.
To issue a Datasheet: Select Home > Select > Datasheets (under Lists). Give focus to the Datasheets
contextual tab, select the Datasheet DST-FV-222 and click the Issue button under the Actions pane.
A dialog box appears informing the user that there are no revisions for the current datasheet.
Click the OK button.
A Revision Entry form is displayed.
Enter the details as on the form (left) and

click the Save button.
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AVEVA Instrumentation Engineer performs the initialization process and issues the Datasheet with a time
stamp (date) and Revision.
AVEVA Instrumentation Engineer saves all previous Issues of Datasheets, which enables the user to
access any previously issued Datasheet for information or reference.
To access previous issues of Datasheet: Select the Datasheet DST-FV-222 from the Datasheet List grid.
Give focus to the Datasheet tab and Click Open Issues for Selected button from the Actions pane.
This opens the Issues window, which lists the different issues for the Datasheet.
Hence, the user can view/delete any issue of the Datasheet using the options available on the toolbar.
 Th e use rcan se le ct Open Issues For All to di

sp lay a li
st of allth e datash e e tsth at h ave b e e n i
ssue d:
 Forde tai
le d i
nform ati
on ab out Datash e e t Issue s, p le ase re fe rto Se cti
on 8.9 (Datash e e t Issue s) i
n
AVEVA Instrum e ntation Engi ne e rUse rGui de .
Click the Close button from the menu.
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4.4 Import Datasheet (Worked Example)
Consider a situation when a Datasheet is issued and exported for a Vendor to include the specifications of
the Instrument (Manufacturer, Model No, etc.) and the updated Datasheet should be imported back and
issued again. AVEVA Instrumentation Engineer will alert the user about the changes made to the Datasheet
and assign a new Revision prior to issuing the datasheet.
Open the Datasheet DST-FV-222-1 from the folder Datasheets
(C:\AVEVA_InstrumentationTraining\Projects\ TM6101_01_XX\Datasheets\Documents) and include some

technical details under the heading TRIM.
Type text box: Standard Plug/Ball/Disk Material text box: SS316
Style text box: Balanced Seat Material text box: PTFE
No. of Seats text box: 1 Leakage Class text box: IV
Once updated save and close the Datasheet.
To Import the modified Datasheet: On the Datasheets grid, select the Manage tab and click the From Excel
button under the Import pane.
The Datasheet(s) Import form is displayed. Click the Browse button and select the Datasheets folder on
the Browse For Folder window.
Once selected the Datasheet is displayed on the grid. Check the Datasheet DST-FV-222-1 check box under
the Import column.
Click the Import button.
 Th e Datash e e t wi ll only ap p e ar on
th e gri
d i f th e Docum e nt No of th e
Datash e e t isunalte re d and re m ai ns
th e sam e asth e Docum e nt No of th e
Datash e e t from th e p roje ct datab ase .
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Check the Accept all check box and click the Import button on the Datasheet(s) Import form.
An Import log is displayed with the details updated.
Click the Close button.
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4.4.1 Highlight Documents for Reissue
Select the Datasheets contextual tab and select all records. Click the Highlight Documents for Reissue
button under the Actions pane.
The revision field will be updated with an * for the records that have been updated since last revision.
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Select the record DST-FV-222. Click the Issue button under the Actions pane to reissue the modified
Datasheet.
An Issue for: DST-FV-222-1 alert form is displayed.
Click OK to add a new revision to the

document.
The Revision Entry form is displayed with the next Revision No. Edit the Description text box and enter
ISSUED WITH VENDOR INFORMATION.
Click the Save button on the Revision

Entry form.
The Datasheet DST-FV-222 for the

Control Valve is now updated with the
new Revision ‘B’.
Close the Datasheets grid.
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4.5 Export Datasheets
The user can export the selected datasheet files (.xls format) in the Datasheet list grid to:
 A specified folder with file names formed from the document number (Datasheet No.)
 A pre-defined folder(s) with file names in a pre-defined, user defined format.
4.5.1 Export Datasheet(s) to a Folder
On the Datasheets tab, select the Datasheet DST-FV-222 from the Datasheets list grid and under the
Export pane click the Selected Datasheets menu and select Copy\Archive to a Folder.
If the user would like to see the changes highlighted then select Copy\Archive to a Folder with Changes.
This opens the Browse For Folder window:
Select the folder to which the datasheets are to be

exported and click OK.
 Click th e Make New Folder b utton to cre ate a

ne w folde rto e x p ort th e Datash e e t(s).
An Export alert form appears when the export is completed.
Click the OK button to accept the export.
4.5.2
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4.5.2 Export Datasheets to Pre-defined Folder
Select the Datasheet DST-FV-222 from the Datasheets list grid. Under the Export pane, click the Selected
Datasheets menu and select Copy to User Defined Names.
But, if the user would like to see the changes highlighted on the Datasheets, then select Copy to User
Defined Names with Changes.
A Progress window appears while the export process is

under progress.
An Export alert form appears once the export is completed.
Click the OK button to accept the export.
The datasheet has been exported to the folder previously configured by the administrator.
To confirm the export, browse to the specified (defined) Folder (AI Datasheets) and locate the File Name.
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4.6 Document List (Worked Example)
AVEVA Instrumentation allows the creation of a single document containing several Datasheet. This
document can contain a front, Index and Summary Sheet for easy classification.
To create a Document List select Home > Select > Document List (under Lists).
The default grid view is displayed with the Document List fields. Select New.
The Document Information form opens. Input DST-FV-001 into the Document Number field.
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The file path holding the document will automatically be mapped and shown in the Document Publishing
File Path.
Using the pull down list option of Format select Excel
Click the Select button on the Front Page
This opens the Datasheet Catalogue form for the Front Sheet Catalogue Type.
Give the Front Sheet the focus by selecting it and click the Save button which closes the form.
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The Index Sheet is created automatically. Click the Create button and this creates an Index Sheet using the
Document Number and a Suffix name of Index.
Click the Assign DataSheet button to assign Datasheets to this Document.
This opens the list of available Datasheets. From the list, select multiple Datasheets and click the Select
button.
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The Document Information form should look like the window below.
Click on the OK button to close the form.
Select the Document List tab, under Actions click Update
A form warning that running the operation might

update existing documents. Click Yes
To view the Document, click on the button in the Publishing path Colum.
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4.7 Process Data
The Process Data grid allows the user to view and edit the process engineering data for each Instrument
Tag. The user can access this grid either through the Instrumentation Engineer module or the Instrument
Process Engineer.
4.7.1 Process Data Grid
AVEVA Instrumentation Engineer module allows the user to view and edit process engineering data for
Instrument Tag(s) in a grid format.
To access the Process Data grid, select Home > Select > Process Data
 Forde tai li nform ati

on ab out th e Proce ssData gri
d,
p le ase re fe rAVEVA Instrum e ntati on Engine e rUse r
Gui de .
The Process Data grid is displayed and a contextual Process Data tab is added to the user interface
 Th e Proce ssData gri

d wi
llonly di
sp lay Instrum e nt Tagswh i
ch h ave a Datash e e t assi
gne d to th e m .
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Fields with a yellow background are non-editable but the user may edit the Instrument data by clicking on
the command button that appears in the Tag No cell.
 Any ch ange sm ade to data i n th e Proce ssData gri disnot up date d onto th e re sp e cti
ve datash e e t unti
l
th e Datash e e t i
sop e ne d and up date d from th e Datash e e t Li
st.
4.7.2 Edit Data for Multiple Tags
Process Data grid supports editing of multiple tags from a single multi-editing window allowing easy bulk
editing of multiple tags.
Click the Select All Rows button on the Home tab to select the records.
Click the Edit button from the Records pane.
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The Edit alert form is displayed.
Click the Yes button, to proceed with Bulk

editing.
On the Multi Field Edit (Bulk Edit) form, Check the FluidState
check box and select the Value Liquid from the pull down list
combo box.
The field Fluid state is updated on the Process Data grid for
each Instrument Tag.
Similarly, perform a Bulk edit and update the field Fluid Name with Hydrocarbon as the value for all the
Instrument Tags
The updated Process Data grid should appear as below:
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4.8 Instrument Sizing Calculation
AVEVA Instrumentation Engineer supports the following Instrument sizing calculations:
 Control Valve Sizing

 Flow Element Sizing
 Thermowell Vibrations
 Relief Valve Sizing
4.8.1 Control Valve Sizing (Worked Example)
The Control Valve sizing is performed according to ANSI/ISA S75.01 – 1995 standard.
Give the Process Data grid the focus by selecting the Process Data tab.
Select the Instrument Tag FV-222 and click Sizing Calculation from the Actions pane.
This opens the Select a Calculation Type form.
Click the Control Valve Sizing link label.
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Enter the following specifications onto the Control Valve

Sizing form:
Nominal Pipe Size: 100 (Upstream) 100 (Downstream)

Pressure: 2500 (Upstream) 2100 (Downstream)
Valve Body Size: 80
Valve FL Coeff: 0.9 (Contoured Plug, Flow to Open)
No. of Ports: 1
Flow Rate: 45000
Density: 770
Vapour Pressure: 30
Critical Pressure: 21000
Viscosity: 3.2
Click the Valve Size button, and the software calculates

the CV (flow coefficient) for the Control Valve as 29.74 and
Reynolds Number as 206982.
Similarly, the Sizing Calculation form for calculating CV at

Maximum Flow should appear as below:
Nominal Pipe Size: 100 (Upstream) 100 (Downstream)

Pressure: 2500 (Upstream) 2100 (Downstream)
Valve Body Size: 80
Valve FL Coeff: 0.9 (Contoured Plug, Flow to Open)
No. of Ports: 1
Flow Rate: 95000
Density: 770
Vapour Pressure: 30
Critical Pressure: 21000
Viscosity: 3.2
Click the Valve Size button, and the software calculates

the CV (flow coefficient) for the Control Valve as 62.99 and
Reynolds Number as 302350.
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4.8.1.1 Calculate Differential Pressure (ΔP) across Valve
The user can calculate the differential pressure (Δp) across the valve at constant CV but varying Flow Rate.
For example: edit the value in field Flow Rate from 95000 kg/h to 55000 kg/h and remove the value in field
Downstream Pressure.9500
Click the Calc. DP button on the Control Valve

Sizing Form.
This calculates the Downstream pressure of the

Control Valve as 2365 kPa(a) and Reynolds Number
as 175056.
4.8.1.2 Update the Process Data grid
Select the Instrument Tag (FV-222) and Click the Edit button under Records pane to enter the calculated
values.
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This opens the Editing data for: FV-222 form:
Check the Select check box for each field under the field
Column and enter the data in cells under the Value column.
Once done, Click the Save button to update the fields on the
process data grid..
4.8.1.3 Update the Datasheet
To update the Datasheet: Select Home > Select > Datasheets (under Lists) and this opens the contextual
tab Datasheets.
Give focus to the Datasheets tab, Select the Datasheet DST-FV222 for Control Valve FV-222 and click
Update with Changes from the Actions pane.
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A Progress window appears which indicates that

the changes are now updated to the Datasheet.
Once completed, Click the Open button under the Actions pane to view the updated Datasheet. Check the
Apply Default Units check box and select each cell to update the default units.
The user can also enter data directly into the Datasheet by entering values directly into each cell.
4.8.1.4 Conversion of Process Units
AVEVA Instrumentation Engineer supports

conversion of process units.
To convert process units, select the field Vapour

Pressure and right click to display the context
sensitive menu.
Select bar from the menu list under Change Process

Units.
This changes the units from kPa(a) to bar.
Click the Save & Exit button on the top left of the Datasheet to save the changes and exit the form.
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4.8.2 Flow Element Sizing (Worked Example)
The Flow Element Sizing is performed according to ISO 5167 Parts 1, 2, 3 and 4 – 2003 Standard.
To perform sizing calculation for a Flow Element (Orifice Plate), give the Process Data grid the focus by
selecting the Process Data contextual tab.
Select the Instrument Tag FE-222 and click Sizing Calculation.
This opens the Select a Calculation Type form.
Click the Flow Element Sizing link label.
The Flow Element Sizing form will require a given flow rate and differential pressure to calculate the β
(beta) factor of the flow element (orifice).
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Enter the following specifications onto the Flow

Element Sizing form:
Element Type: Square Edge Orifice Flange Taps

Pipe ID: 102.26
Pipe Thermal Exp Coeff.: Steel, Carbon
Element Thermal Exp Coeff.: Steel, Stainless
Flowing Temperature: 32
Upstream Pressure: 2650
Fluid Density: 770
Viscosity: 3.2
Ratio of Specific Heats: 0 (Liquids)
Minimun Flow Rate: 25000
Normal Flow Rate: 70000
Maximun Flow Rate: 95000
Diff. Pressure @ Normal Flow:150
Initially, enter 0 in the Beta Factor text box before
proceeding with the sizing.
Click the Calc. Size button on the Flow Element Sizing

form.
The calculated values are displayed below:
Beta Factor: 0.49855
Expansion Coeff. Y: 1
Discharge Coeff. C: 0.60682
Reynolds Number: 75644
Bore Diameter: 50.99
Permanent Pressure Loss: 109.99
Min Diff. Pressure: 18.89
Max Diff. Pressure: 276.27
Click the Save button on the Flow Element Sizing

form.
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4.8.2.1 Update the Datasheet
Another method of updating the project database with the calculated values is to enter the calculated data
on the Datasheet for Flow Element FE-222. These values are simultaneously updated on the Process Data
grid.
To update the Datasheet: Select Home > Select > Datasheets (under Lists) and this opens the contextual
tab Datasheets.
Give focus to the Datasheets tab, Select the Datasheet DST-FE-222 for Orifice Plates FE-222 and click
Open from the Actions pane.
Once opened, enter the Sizing consideration values and calculated values on the spread sheet.
Click the Save & Exit button to save the modifications and exit the Datasheet form.
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4.9 Browse Data by Form Type
Datasheets are defined by a specific Principle of Operation (Form Type) such as Temperature Element,
Level, Pressure etc. which best describes the type of Instrument assigned to it. This Operating Principle is
used to automatically match instruments from the Instrument List with the form type definition.
To filter for a Datasheet form type: Select Home > Select > Browse Data by Form Type (under Lists)
Click the Datasheet Form Type in the Actions section. Select S20.40 Pressure Transmitter from the
dropdown list
A list of Instrument tags assigned to the datasheet form type is shown below. The grid shows the Datasheet
List, Process Properties, Instrument list and Instruments Properties information. The user is encouraged to
explore all of the Form Type Column.
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CHAPTER 5
5 Report Manager
AVEVA Instrumentation has an in-built reporting tool called Reports that enables users to format report data
which can be created and modified in various report types. The Report tool is available for creating reports
within each AVEVA Instrumentation module. The tool offers various reports to facilitate the creation of
specific types.
5.1 Report Types
AVEVA Instrumentation supports the following Report Types:
 Basic Report: This is used to create and modify user-created reports. The report data available for
this reports limited to a specific Database source and its related source field in each module.
 Fixed Report: Displays the list of “fixed” non-user generated reports supplied with the AVEVA
Instrumentation for the particular module.
 Custom Report: This provides the same facilities as the other two non-custom reports, as
described previously, except that it gives the user access to every available database source across
the entire application.
Open the Reports by selecting Home > Select > Reports, the reports grid will open.
This shows multiple AVEVA Reports on the grid consisting of various Report Types. The user can run those
reports by either Double clicking on the report record or Selecting a specific report and then click the Open
button found in the Actions section on the Reports tab. This opens the Report view.
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5.2 Preferences
Give the Home tab focus by clicking Select > Reports from the Lists and Schedules pane. This opens the
Reports grid together with the contextual tab Reports.
The preference can be used to Configure each report type specifc text characters and typeface and other to
give the desired Font.
To open the report preference, select Preferences from the Reports contextual tab. This opens the Report
Type list.
Select the InstrumentList and click the OK button.
This opens the Report Preferences window:
Click the Save button to close the window.
5.3
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5.3 Create a Report (Worked Example)
Click the New button from the menu to create a new report. This opens the AVEVA Instrumentation Report
form with five tabs: View, Fields, Sorting, Filtering and Revisions.
On the View tab, enter the following details:
Area dropdown list: Default

Document No. text box: INDEX-001
Description text box: Field Instrument Index
Check the Public check box
Title1 text box: TRAINING PROJECT – 1234
Title2 text box: MASTER INSTRUMENT INDEX
Select the Fields tab and check the required field name check boxes from the Select column.
Select the following Field names:
 AreaNo
 AreaPath
 TagNo
 LoopNo
 LService1
 PIDNo
 TrnProperty
 Th e use rm ust m ake sure to follow a se que nce wh i

le se le cti
ng th e fi
e ld nam e s.
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Select the Sorting tab; firstly by double clicking on the field names already in the Value column, remove all
field names from here and select the following fields under the View Fields column to sort the grid view:
 Area (first instance in the list)

 InstrumentList
The Value list should look as shown on

the left.
 Doub le click to Add or Re m ove

Fie lds from th e Vi e w Fi e lds
colum n.
Ignore the Filtering tab.
Select the Revisions tab and click the Add button to enter a new revision entry to the report.
Enter the details as per the Revision

Entry form (left) and click the Save
button.
The updated AVEVA Instrumentation Report form will appear as shown below:
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Reopen the Report: Select the Report and click the Edit button on the menu on Reports tab.
Select the Revisions tab and click the Create Revisions Sub Report button on the form to create a sub
report of the revision history.
The user can view the revision history in a sub-report by clicking View Revisions Sub Reports to display
the Custom Report window.
Click the Save button to save and exit the Report form.
Select the INDEX-001 Report Document and click the Open button in the Reports Tab
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The Report INDEX-001 is generated and displayed:
Click the Edit Layout button and this opens the Report Designer:
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Using the scroll bar on report Header section, drag to expand (using the mouse cursor) the height of the
section and add a page break at the end of the section using the option from the toolbar on the left.
Select the INDEX-001 text label and using the mouse cursor drag it across to the centre (vertically) of the
section or use the alignment options from the toolbar menu. Adjust the length of the label to fit
inside the margin of the report.
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Click the Picture Box button on the toolbar and insert it on the top of the section.
Click the Picture Box link button , and click the browse button under Image for the AVEVA.bmp file
provided by the Trainer.
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Select Zoom Image from the Sizing combo box:
Adjust the width of INDEX-001 text label using the mouse cursor and arrange the text label below the image.
Click the Label button on the toolbar menu (left) and add two text labels below INDEX-001.
Click the SubReport option from the bottom of the toolbar menu (left) and insert it at the end
of the section (below text label6).
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Click the SubReport link button and select INDEX_001Rev_Custom from Report Source combo box.
Click the link button for text label7 and from Data Binding combo box select TITLE2 under Report Data.
To include a text in the label, from Format String combo box click
on the Button
In the Standard Types tab type from the General

Category type TITLE 2 : in the Prefix field.
Click OK
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Similarly, select text label6 and change the Data Binding and Format String as shown below
Select the INDEX-001 text label and change the text alignment from
Top Left to Middle Centre under the section Appearance in the
Properties form.
Change the colour of text label INDEX-001 from Black to Red

from the option under Foreground Color.
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Change the text alignment for TITLE1 and TITLE2 to Middle Centre.
Click the Preview button to generate and view the report INDEX-001.
Front Sheet:
Use the scroll bar to view the pages of the report.
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Click the Save button to save the report and select Exit on Report Designer. The report INDEX-001 is now
made available.
Close the Form by To return back to the Grid list view click the button.
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5.4 Issue Reports (Worked Example)
To issue a Report: Select Home > Select > Reports (under Lists). Give focus to the Reports contextual
tab, select the Report INDEX-001 and click the Issue button under the Records pane.
A dialog box appears informing the user that there are

no revisions for the current report.
AVEVA Instrumentation will issue the Report and assign it to the current Revision.
All previous issues of Report are saved and can be accessed by the user for information or reference.
Select the Report INDEX-001 from the Reports grid. Give focus to the Reports tab and Click Open Issues
for Selected button from the Actions pane.
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This opens the Issues window, which shows the issue for the Reports:
Hence, the user can view/delete any issue of the Report using the options available on the toolbar.
Click the Close button from the menu.
5.5 Export the Report
Once issued, the user can now export the Report to HTML, PDF, Excel, etc. formats.
Click the Export Document button and select the PDF File option from the menu.
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This opens the PDF Export Options form.
Keep the default settings and click the OK button on the form.
The Save As window is displayed. Include INDEX-001 in the File Name text box and select a suitable folder
and click the Save button to export the Report.
An Export alert form is displayed.
Click Yes to open the Report.
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The report INDEX-001 is generated in PDF format.
Click the Close button to exit the Report.
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5.6 Custom Reports
The Customer Report provides a wider array of data for the user to access from AVEVA Instrumentation
database. SQL queries can be created and edited that define custom reports using the SQL Query Maker
interface.
Customer Reports can be created from scratch just as the Basic reports example shown above or by
converting an already defined Basic report into a custom report.
To convert to a Custom Report type select any Basic report and click the Edit button.
Select the Edit Query to open the Custom Report Editor.
Click Yes on the Edit Query window.
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To add a new SQL query click the Add Query button or to

edit an existing query, select any query from the list
available and click the Edit Query button.
After performing any of the above action the SQL Query Maker is then displayed.
A short demo shows how to add grouped objects in the dbo Schema by selecting on the desired object and
using the drag and drop function to place it in the main window interface.
Click the Get Sql button to return to the Custom Report Editor and click Save to save any changes.
 Fori nform ati
on on h ow to use th e SQL Que ry m ake r, re fe rto th e Acti
ve Que ry Bui
lde rUse rGui
de or
vi
sit www.acti ve que ry b ui
lde r.
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5.7 Report Template
AVEVA Instrumentation provides the option of Importing and Exporting Reports as a TPL file extension for a
template. The template includes the layout and database source to create a new report.
5.7.1 Export Reports Template (Worked Example)
Select the Report INDEX-001 from the Reports list grid. Under the Export pane in the Reports Contextual
tab, click the Export to Template button
The Save As window is displayed. Include Instrument Index 001 in the File Name text box and select a
suitable folder and click the Save button to export the Report.
A dialogue box appears informing the user about exporting the Sub Report.
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The Save As form is displayed. Enter Instrument Index 001 Sub Report in the File name and click the
Save button to export the Report.
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Exercise 3 – Import Report Template
Create a New Report using the previously created Instrument Index 001 template by using Import From
Template functionality and selecting the Layout and Datasource radio button option.
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5.7.1 Export Reports Template (Worked Example) .......................................................................... 96

AutoCAD 2014, 2015 or 2016 is a prerequisite for this training course.

1.4 Course Structure

1.5 Using this guide

Information the trainees has to key-in will be in bold, red text.

Annotation for trainees benefit:

Example files or inputs will be in the courier new font.

2 AVEVA Instrumentation Training Workflow

The AVEVA Instrumentation product suite consists of five modules:

 Th e AVEVA Instrumentation Process Engineer Trai

2.1 AVEVA Instrumentation Administration Training Guide Workflow

2.2 AVEVA Instrumentation Engineer Training Guide Workflow

2.3 AVEVA Instrumentation Wiring Manager Training Guide Workflow

2.4 AVEVA Instrumentation Designer Training Guide Workflow

2.5 AVEVA Instrumentation Process Engineer Training Guide Workflow

This page is intentionally left blank

3 Instruments and Loops

3.1 Starting AVEVA Instrumentation Engineer

AVEVA Instrumentation Engineer can be started from the windows desktop:

Select Project TM6101_01_XX (where XX are

The AVEVA Instrumentation Engineer Application Window opens.

 AVEVA Instrum e ntati

3.2 Instruments List

3.2.1 Add an Instrument Tag (Worked Example)

Select Class: INS

The tag format ISA (delimiters) was selected as

Selecting the pick list of the function text box will

Enter Number: 103

Click OK to close the form.

The Tag No is populated in the window.

To change the tag number, click the

Select Plant Area: A01

Project Status: New

On the General tab:

Select the Detail tab:

Click on the Copy from Catalogue button.

Check the Show Instrument Properties check box.

Check the check box for the following fields:

Click the Save button to close the form.

Click the OK button on the Add New Tag form.

3.2.2 Edit Instrument Tag Details

2. Edit Form Method:

3.3 Loops List

3.3.1 Add a Process Loop (Worked Example)

To add a Process Loop: Select New on the Loop List tab.

Plant Area: A01

By default, the Drawing Required Check box is checked.

3.3.2 Assign Instrument Tag(s) to a Loop

There are two methods to assign an Instrument tag to a Process Loop.

Click the From Instrument List button, and this

Use the pull down list Display by Area and filter by

Instrument tag (TT-103) is now listed under the

Click the OK button and Instrument tag TT-103 is

The assigned Instrument Tag (TT-103)

Click the OK button on the form.

This opens the Assign Tag to Loop form.

Once assigned, the updated Instruments grid appears as below:

3.4 Instruments Loads (Worked Example)

Check the Requires Power Supply to activate the Electrical

Click OK to close the edit form.

3.5.1 Import Loop List using Excel