Status Control Configuration

Schematic Model Manager User Guide

Appendices : Appendix F: P&ID Status Control in Schematic Data Model Management : Status Control Configuration

Give the Status World a meaningful name and description in the Current Element Editor.

Right-click on the new Status World in the Explorer and select New Status Definition can (Status Groups to contain Status Definitions can also be created). Enter a Name and Description in the Editor (these will typically be similar, but the description can include spaces and will be used in the Status Controller if it is set).

Select the controllable element that status definitions are to be applied to. In this example the P&ID status will be managed, so the corresponding schematic element is SCDIAG.

Now right-click on the Status Definition in the Explorer and select New Status Value. Enter a Name, Description and Numerical value in the Current Element Editor (entry of a numerical value is optional and may be a percentage or a simple value).

Create the Rev B and Rev 0 status.

The valid transition for each Status Value may now be set. Click on the selection option to show the Select valid status transitions dialog.

From Rev A a P&ID may only transition to Rev B. Set the transition accordingly.

Rev A is the start of the P&ID Management process so may only be moved up through this process from Rev A to Rev B. Set the Promote value to Rev B, and leave the Demote value blank.

For Rev B the valid transitions promotion to Rev 0 and demotion to Rev A. Set the transitions accordingly.

Then set the Promote and Demote values for Rev B.

The final step in this simplified example P&ID status control lifecycle is Rev 0. All changes to the P&ID from that point must be tracked and documented and for the purposes of this simplified example it is assumed that the status control example ends here. There are therefore no transitions from Rev 0.