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INtools v13 Advanced Task Guide

INtools v13.1 is an engineering tool for managing instrumentation and control systems, featuring enhancements in Excel integration and database performance. The guide covers setting up the instrument index, creating datasheets, performing batch modifications, and troubleshooting common issues. It also includes productivity tips and a daily checklist for users to maintain efficiency and data integrity.

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simin.maleki85
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24 views2 pages

INtools v13 Advanced Task Guide

INtools v13.1 is an engineering tool for managing instrumentation and control systems, featuring enhancements in Excel integration and database performance. The guide covers setting up the instrument index, creating datasheets, performing batch modifications, and troubleshooting common issues. It also includes productivity tips and a daily checklist for users to maintain efficiency and data integrity.

Uploaded by

simin.maleki85
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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INtools v13.

1 - Advanced Task-Based & Batch Operation Guide

1. Introduction: What is SmartPlant Instrumentation (INtools) v13.1

SmartPlant Instrumentation, also known as INtools, is a powerful engineering tool used for designing,

managing, and maintaining instrumentation and control systems. Version 13.1 offers improvements in Excel

integration, database speed, and module coordination.

2. Setting Up the Instrument Index

- Open the Administration Module.

- Create or open a project.

- Navigate to the Instrument Index module.

- Define necessary fields like Tag No, Area, Service, Type, Location.

- Customize views using Filter Builder and Column Chooser.

- Use the Validation Checker to ensure data integrity.

3. Creating and Managing Datasheets

- Open the Specifications module.

- Choose the instrument type and select a template.

- Enter values for specifications such as Model, Range, Units, etc.

- Link datasheets to instruments in the index.

- Use revision control for document management.

- Generate PDF or printed versions for issue/review.

4. Excel Import and Export Workflow

- Use Tools > Export to Excel to extract current data.

- Edit the data in Excel using formulas, bulk updates.

- Save and re-import using Tools > Import from Excel.

- Map columns accurately.

- Run validation reports post-import to catch issues.

- Always backup before import.

5. Batch Modifications Across Instruments

- Use multi-select in Instrument Index to edit shared fields.

- Use Excel export/import for large-scale updates.

- In the Specifications module, assign datasheets to multiple tags.


- For loop drawings and hook-ups, use batch template assignments.

- Run audits using Validation Manager after bulk updates.

6. Daily Task Checklist for SPI Users

* Update Instrument Index for new/changed items

* Validate and revise datasheets

* Check loop diagrams and wiring updates

* Export daily report (Instrument List, Loop List)

* Sync with Excel and re-import after batch changes

* Backup database and project files

* Review task status and mark completion

7. Troubleshooting and Error Handling

- Missing data after import -> Check Excel header alignment.

- Spec sheet mismatch -> Verify library template.

- Loop error -> Use Loop Checker to identify disconnections.

- Performance lag -> Archive old projects, use DB maintenance tools.

8. Productivity Tips and Keyboard Shortcuts

* Ctrl + S - Save

* Ctrl + F - Find/Search

* Ctrl + I - Open Instrument Index

* Ctrl + Shift + S - Open Specs Module

* Ctrl + L - Open Loop Manager

* Alt + E then X - Export to Excel

* Alt + E then I - Import from Excel

* Ctrl + P - Print datasheet

- Customize views and filters to work faster.

- Use Excel formulas for quick data cleanup.

- Use Validation Manager regularly to ensure quality.

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