Setting up Template or Checklist (Tag / Tag Group) and CAG - Tag Management

Tag Management

• Transforms check list / log sheet into Tag & Tag Group format
• Systematic hierarchy / grouping and user friendly tag management tools
• Supports analog and message data types
• Tag Import / Export utility tool in Excel to allow batch of tag creation or modification

 

Tag Terms & Definitions (1)

A Tag represents a data collection / measurement point where user will record and store the data in the system.

• • Examples: Eng Fuel Temp, Vent Fan Status, etc

A Tag Group Tag Group is a group of tags, which can be referred as an inspection task, particular area, sections, equipment or component of your plant

• • Example:  SMP-A à COTP-801à Gas Engine

 

Data collection route in ODM is classified with reference to Tag Group, where all data collection point (Tag) is grouped and its logging sequence is defined.

All the tags, that are defined under one Tag Group (whether it is under the sub groups or parent of the group), is considered as a Data Collection Route in ODM System. Whenever a tag in different groups is triggered in the system, the particular data collection route is started.

 

 

Tag Terms & Definitions (2)

ODM supports two types of tag:

• • Analog Tag

It is used to represent numeric type data input such as reading of temperature, pressure, flow rate, etc (e.g. 40 DegC and 10 bar).

• • Message Tag

 

Tag Management Page

Tag Management page provides a quick view of all tags in a table grid display, where user can search and edit the tag properties easily and quickly.

Tag searching can be performed at the search section, by inputting the filtering criteria such as tag name, tag Group, Location / Equipment and Tag Type. Alternatively, user can perform the filtering from the table column respectively.

 

Tag Management Page - Create Tag

The figure above illustrates the STEPS to create a tag. In order to create a new tag:

1. 1. Click on the “+ Add New Record” button
   2. An additional row will be inserted and visible
   3. Click on each cell and fill up the information
   4. Repeat the steps above to create additional new tags
   5. Once all information is fill up completely, click on the “Save Changes” button to save all the changes

 

Tag Management Page - Edit Tag

In order to edit the tag, either:

1. 1. Click on the cell, where the field name of the tag that user would like to make changes
   2. Change the value
   3. Repeat the steps above to make other changes
   4. Once all changes is made, click on the “Save Changes” button to save all the changes

Or,

1. 1. Click on the “Edit” icon and its tag properties page will be displayed
   2. Update the information on the tag properties page
   3. Click on the “Save” button to save the changes

Tag / Group Hierarchy

 

Tag Group: Create / Edit (1)

1. 1. Right click on the Hierarchy Tree and select “Add → New Tag Group” from the right lick menu.
   2. The Tag Group Properties page will be pop up
   3. Fill in the Tag Group information as shown above
      Name: The group display name
      Remark: Long description about the group, which will appear on ODM-Mobile
      Location / Equipment: Location or asset where the group is associated to
      Parent: Parent group where the group belongs to
      Tag Group Image: Image that is attached to the group, which will appear on ODM-Mobile
      Settings: Settings that will enable / disable the functionalities on ODM-Mobile
   4. Click on the “Save” button to save the new tag group.

 

Tag Group: Create / Edit (2)

1. 1. Right click on the Hierarchy Tree and select “Add → New Tag Group” from the right lick menu.
   2. The Tag Group Properties page will be pop up
   3. Fill in the Tag Group information as shown above
      Name: The group display name
      Remark: Long description about the group, which will appear on ODM-Mobile
      Location / Equipment: Location or asset where the group is associated to
      Parent: Parent group where the group belongs to
      Tag Group Image: Image that is attached to the group, which will appear on ODM-Mobile
      Settings: Settings that will enable / disable the functionalities on ODM-Mobile
   4. Click on the “Save” button to save the new tag group.

 

Tag Group: Create / Edit (3)

1. 1. Right click on the Hierarchy Tree and select “Add → New Tag Group” from the right lick menu.
   2. The Tag Group Properties page will be pop up
   3. Fill in the Tag Group information as shown above
      Name: The group display name
      Remark: Long description about the group, which will appear on ODM-Mobile
      Location / Equipment: Location or asset where the group is associated to
      Parent: Parent group where the group belongs to
      Tag Group Image: Image that is attached to the group, which will appear on ODM-Mobile
      Settings: Settings that will enable / disable the functionalities on ODM-Mobile
   4. Click on the “Save” button to save the new tag group.

 

Tag: Create / Edit (1)

To create a new Tag :

1. 1. Right click on the Hierarchy Tree and select “Add → New Tag” from the right lick menu.
   2. The Tag Properties page will be pop up
   3. Fill in the Tag information as shown above
   4. Click on the “Save” button to save the new tag.

The tag properties under the “General” section are:

 

1. 1. Analog tag - is used to represent numeric type data input such as reading of temperature, pressure, flow rate, etc.
   2. Message tag - is normally used for inspection check list requirements where the data input text selection is pre-defined by the administrator and available for user to choose from.

Tag: Create / Edit (2) - Analog Tag

 

Analog Alarm Types

 

 

Tag: Create / Edit (3) - Message Tag

Administrator is required to define the message / text for the tag such that it is available for mobile user to choose from. User can either:

1. 1. Configure it quickly by defining the message / text at the selection 01 to 06 text box. To enable the alarm settings for message tag, user is just required to check on the “Set as Alarm” checkbox, of which the message selection will trigger the alarm.
   2. Select from pre-defined message option. Kindly refer section “Pre-set Message Option” for more information about setting up the pre-set message option and its alarm status

 

Tag: Create / Edit (4) - Message Tag (Header Info)

 

Tag: Create / Edit Tag (5) - Message Tag

* Check on “Multiple Selection” checkbox to allow mobile user to input more than one data

Input Control Type allows user to choose the preferred input control to be display on ODM-Mobile and allow mobile user to input the data easily. Above illustrates the available control.

 

Pre-set Message Options

Pre-set Message Options page enables user to pre-define the text selection option such that user able to input data faster and easier (for message tag), by selecting the available pre-set message text in ODM-Mobile, instead of typing the text manually.

 

Pre-set Message Options: Create / Edit

In order to create a new pre-set message options:

1. 1. Click on the “New” button
   2. Select Message Category or create a new Message Category
   3. Input the preset message code and its description
   4. Input “Score” value gained, if user selected this message
   5. Define it as “Alarm”, if user selected this message
   6. Click on the “Save as New” button to save it as new message

In order to modify a pre-set message options, simply click on the “Edit” icon of the message:

1. 1. Repeat the steps above to make the changes
   2. After the changes is made, click on the “Update” button to save the changes.
   3. To remove a preset message options, simply select the message and click on the “Remove” icon.

 

Edit Category Name & Re-arrange Comment Display Sequence

 

In order to edit the message category name:

1. 1. Click on the “Edit” icon and the Message Option Properties page will be pop up
   2. Click on the “Rename” button and edit the category name
   3. Click on the “Save” button to save the changes.

In order to arrange the display sequence of the messages:

1. 1. Just drag & drop to arrange the display sequence.
   2. Click on the “Save” button to save the changes.

 

Re-arrange Tag / Group Hierarchy

Re-arrange Tag / Group Hierarchy can be performed from the following:

1. 1. Hierarchy Tree’s right click menu
   2. Tag Group Properties page

The Re-Arrange Hierarchy page above will be displayed. To re-arrange or move the Tag or Group to new position, just:

1. 1. Click and select the Group or Tag
   2. Hold and drag the Group or Tag to new position 
   3. Repeat the above STEP #1 and #2, until all changes is made
   4. Click on the “Save” button and save all the changes made

 

Associate Tag / Group with Location / Equipment (1)

Once the configuration for tag / group is completed, it is recommended to associate them with the Location / Equipment hierarchy. The personnel from the management team, who will be analyzing the data will usually be more familiarize with the Location / Equipment hierarchy structure, than the tag /group hierarchy. Once there are associated, it will be easier for user to filter the data for analysis in ODM-Web by just knowing the Location / Equipment hierarchy.

To assign Tags to the Location / Equipment:

1. 1. Select Location / Equipment Hierarchy on the Hierarchy Tree
   2. Right click on the tree to display the menu
   3. Select Assign Tags and the pop up windows above will be displayed
   4. Select the tags and the target Location / Equipment
   5. Click on “Assign to Selected Location / Equipment” to assign the tags and save the changes

On the Location / Equipment tree, user can rearrange the tag location by drag and drop the tag to new Location / Equipment or position.

 

Associate Tag / Group with Location / Equipment (2)

The system allows user to assign tag groups and its tags to the Location / Equipment.

To assign Tag Groups to the Location / Equipment:

1. 1. Select Location / Equipment Hierarchy on the Hierarchy Tree
   2. Right click on the tree to display the menu
   3. Select Assign Tag Groups and the pop up windows above will be displayed
   4. Select the tag groups and the target Location / Equipment
   5. If would like to include the tags of the selected tag groups to be assigned together to the Location / Equipment, check on checkbox “Tags under the group will be assigned to the select Location/Equipment automatically”.
   6. Click on “Assign to Selected Location / Equipment” to assign the tags and save the changes

On the Location / Equipment tree, user can rearrange the tag location by drag and drop the tag to new Location / Equipment or position.

 

Document Attachment

ODM enables user to attach files or documents to a tag group or tag, which then be downloaded to ODM-Mobile devices. This features is useful to have documentation organised systematically with refer to the tag group / tag for easy references, and be accessible easily at the site via mobile devices. The documents that usually be attached are such as: 

• • User Operating Manual / User Guide
  • Datasheets
  • Certifications
  • Schematic drawing, etc

 

Supported file types are: 

• • JPEG, BMP
  • PDF
  • Word (doc, docx)
  • Excel (xls, xlsx)
  • Autocad drawing (dwg)

 

To attach new document to a tag / tag group:

1. 1. Go to “Tag Management” page
   2. Search for the Tag / Tag group and click on the “Edit” icon
   3. Click on the “Attachments” tab menu. The list of attached documents will be displayed
   4. To attach a new document, click on the “New Attachment” button
   5. Input the general document information. E.g. Name, Category and description
   6. Click on “Select File” and browse for the file
   7. Click on “Save” button to attach the file to the tag / tag group

Note: In order to have the attached documents downloaded to ODM-Mobile, please ensure the following settings (under Settings à Data Transfer) in ODM-Mobile is de-selected accordingly:

1. 1.  “Do Not Download Latest Attachment Files During Synchronization”
   2. “Do Not Notify When New Attachment Files Are Found”

 

Tag Group Image

Note: Recommended image dimension “1120 x 769”

ODM enables user to attach an image to the tag group. Usually the image of the source of information (e.g. gauges and indicators) is attached.

To attach an image to the tag group:

1. 1. Click on the Image box to Add / Change image
   2. Browse for the location of the image file. The file formats that are supported are JPEG. Recommended image dimension is “1120 x 769”
   3. Once it is selected, click on the “Save” button to save the image.

To remove the image from the tag, simply click on the “X” icon on the top right corner of the image and then save the changes by clicking on the “Save” button.

 

Tag Group Image - Tag Mapping

Note: Display option “Rectangular” will display the value input and its alarm status color on ODM-Mobile

ODM enables user to map ODM tag on to the tag group image, such that it is clickable on the image and direct to the tag data logging page.

To map the tags on the image

1. 1. Click on the Image where the position that you wish to marked
   2. Select the tag
   3. Click “+Add” button to add the tag on the image
   4. Repeat the steps for other additional tag
   5. Once it is done, click on the “Save” button to save the changes.

To remove the mapped tag, simply on the “X” icon on the selected tag name and click “Save” to save the changes

 

Analog Tag - Calculation Feature (1)

Calculation feature enables analog tag to compute the results based on the defined formulation or table reference.

1.  Formulation:

• • Configuration Format

   Math.function($TagID$,$TagID$,…..)

• • Match.Function = refer to “ODM5 Math Function Library R1.0.pdf”
  • Use “$” character at the beginning and end of the TagID.

Example:

= Math.max($TAG1$,$TAG2$,$TAG3$,$TAG4$,$TAG5$)

 

2. Table Reference

• • The results value is based on the reference table, with the defined options

 

 

2. Table Reference - Settings

 

Header Information Feature (1)

Header Information feature enables a template / checklist to be used for multiple equipment and ODM-Mobile to pre-fill the equipment properties default info when the Equipment is selected

Steps:

1. 1. Enable “Header” inside the tag group
   2. Associate the tag(s) with the Header Fieldname and Header Property

Tag which is associated with the Header Information will be pre-filled automatically when the Tag with Header Fieldname (e.g. FLID / EQID / WO) is input with new data

To enable the Header Information feature for a tag group:

1. 1. Go to “Tag Group” properties page of the selected tag group
   2. Click on the “Set this tag group as header” tab menu
   3. Click on “Save” button to save the configuration

To associate tag(s) with the Header Fieldname and Header Property:

1. 1. Go to “Tag” properties page of the selected tag
   2. Click on the “Details” tab menu
   3. Click on “Enable Header Information” checkbox
   4. Click on the “Search” icon
   5. Select “Header Fieldname” and its “Header Property”
   6. Click on “Select” button and then “Save” button to save the configuration

 

Auto Log Feature (1)

Auto Log feature enables ODM-Mobile to auto log a group of tags (within a tag group) to their respective specified default value when a specific condition is triggered.

Steps:

1. 1. Define Autolog Triggering condition inside the tag group
   2. Associate the tag(s) with the Autolog Triggering condition

Tag which is associated with the Autolog triggering condition of the tag group, will be saved to its specified default value when the autolog condition is triggered

 

Auto Log Feature (2) - Define Auto Log Triggering Condition

To create / configure an Auto Log Triggering Condition:

1. 1. Go to “Tag Group” properties page of the selected tag group
   2. Click on the “Autolog” tab menu
   3. Click on “Enable Autolog”
   4. Check “Insist alarm checking”, where alarm will be validated when the default value is saved by auto log function
   5. Click on the “Action” menu and select “Create New Autolog Trigger” and its properties page will be displayed
   6. Select the tag which will trigger auto log function
   7. Specific the triggering condition
   8. Click on “Save” button to save the configuration

 

Auto Log Feature (3) - Associate tag with Auto Log Triggering Condition

 

To associate tag(s) with the defined Auto Log Triggering Condition:

1. 1. Go to “Tag” properties page of the selected tag
   2. Click on the “Autolog” tab menu
   3. Click on “Enable Autolog”
   4. Click on the “Action” menu and select “Create New Autolog” and its properties page will be displayed
   5. Select the defined Auto Log Triggering Condition
   6. Specific the default value where it will be saved when the auto log is triggered
   7. Click on “Save” button to save the configuration

 

Scoring Feature (1) - Enabling Scoring Feature

Scoring feature is applicable to:

• • Message tag type only
  • Using Pre-set Message Option only

 

To enable scoring feature for a tag group:

1. 1. Go to “Tag Group” properties page of the selected tag group.
   2. Click on the “Enable Scoring Feature” settings.
   3. Click on the “Save” button to save the changes.

 

Scoring Feature (2) - Setting Scoring Point

To configure the scoring point for each user responses:

1. 1. Go to “Message Option” page
   2. Select the category of the pre-set message option and display the available message option
   3. Click on the “Edit” button of the selected message option
   4. Edit the SCORE value
   5. Click on the “Update” button to save the changes.

Repeat the above steps to configure the SCORE value of related responses. Once above is configured, all tags that are linked with the message option will have the score value recorded whenever user input the responses respectively and the total score counted for the tag group will be stored in the system.

 

Pre-set Alarm Comment

The common remark / comment shall be pre-set in the system by its related category. For Example: under General categories, the common remarks are such as “Leakages is found”, “sign of corrosion is found”, etc

Pre-set Alarm Comment: Create / Edit

In order to create a new pre-set alarm comment:

1. 1. Click on the “New” button
   2. Select Comment Category or create a new Comment Category
   3. Input the pre-set comment
   4. Click on the “Save as New” button to save it as new message

In order to modify a pre-set alarm comment, simply click on the “Edit” icon of the comment:

1. 1. Repeat the steps above to make the changes
   2. After the changes is made, click on the “Update” button to save the changes.
   3. To remove a preset alarm comment, simply select the comment and click on the “Remove” icon.