Integrity Framework
Fluid Library
- Open - Allows the Selected Department/User Group/User to Open the Fluid Editor
Model Library
Open
- Allows the Selected Department/User Group/User to Open the Model Builder
Data Editor Setup
Property Access Permissions
- Grant View Permission - Allows the Selected Department/User Group/User to Grant View to a Property/Group
- Revoke View Permission - Allows the Selected Department/User Group/User to Revoke View from a Property/Group
- Grant Edit Permission - Allows the Selected Department/User Group/User to Grant Edit to a Property/Group
- Revoke Edit Permission - Allows the Selected Department/User Group/User to Revoke Edit from a Property/Group
- Grant Writeback Permission - Allows the Selected Department/User Group/User to Grant Writeback to a Property/Group
- Revoke Writeback Permission - Allows the Selected Department/User Group/User to Revoke Writeback from a Property/Group
Diagnostics - Allows the Selected Department/User Group/User to Access the Data Editor Diagnostics
Views
- Advanced Filter - Allows the Selected Department/User Group/User to Access the Advanced Filter
- Column Setup
- Can View - Allows the Selected Department/User Group/User to View Column Setup
- Can View Custom Templates - Allows the Selected Department/User Group/User to View Custom Templates
- Can View Model/Group Templates - Allows the Selected Department/User Group/User to View Model/Group Templates
- Can View Rule Templates - Allows the Selected Department/User Group/User to View Rule Templates
- Can View Column Selector - Allows the Selected Department/User Group/User to View the Column Selector
- Distinct Values
- Can View - Allows the Selected Department/User Group/User to View the Distinct Values Panel
- Can Edit - Allows the Selected Department/User Group/User to Edit the Values within the Distinct Values Panel
- Equipment Filter - Allows the Selected Department/User Group/User to Access the Equipment Filter
- Linked Column Setup
- Can View - Allows the Selected Department/User Group/User to View Linked Columns
- Can View Model/Group Templates - Allows the Selected Department/User Group/User to View Model/Group Templates
- Can View Column Selector - Allows the Selected Department/User Group/User to View the Column Selector
- Project Filter
- Can View - Allows the Selected Department/User Group/User to View the Project Filter
- Can View Locked - Allows the Selected Department/User Group/User to View the Project Fitler for Locked items
- Property Filter - Allows the Selected Department/User Group/User to Acces the Property Filter
- References
- Can View - Allows the Selected Department/User Group/User to View References
- Can Add File - Allows the Selected Department/User Group/User to Add a File to References
- Can Add Link - Allows the Selected Department/User Group/User to Add a Link to References
- Can Add Note - Allows the Selected Department/User Group/User to Add a Note to References
- Can Edit Reference - Allows the Selected Department/User Group/User to Edit a Reference
- Can Hide Parent - Allows the Selected Department/User Group/User to Hide the Parent Item of a Reference
- Can Delete Reference - Allows the Selected Department/User Group/User to Delete a Reference
- Can Open Reference - Allows the Selected Department/User Group/User to Open a Reference
- Can Launch Link - Allows the Selected Department/User Group/User to Launch a Link from a Reference in their Browser
- Rule Filter - Allows the Selected Department/User Group/User to Access the Rule Filter
- Rule Results
- Can View - Allows the Selected Department/User Group/User to View the Rule Results
- Can Reject/Accept - Allows the Selected Department/User Group/User to Accept/Reject Rules
- Rule Standards - Allows the Selected Department/User Group/User to View the Rule Standards
- Linked Data (Readonly) - Allows the Selected Department/User Group/User to View the Linked Data
- Symbol Filter - Allows the Selected Department/User Group/User to Access the Symbol Filter
- Mapping - Allows the Selected Department/User Group/User to Access the Equipment Mapping
Toolstrip
- Can Activate Linked Grid - Allows the Selected Department/User Group/User to Activate the Linked Grid
- Can Promote Columns with Linked Data - Allows the Selected Department/User Group/User to Promote Columns with Linked Data between Grids
- Can Hide Duplicate Attribute Columns - Allows the Selected Department/User Group/User to Hide Columns Containing Duplicate Attributes
- Can Promote Selected to Main - Allows the Selected Department/User Group/User to Promote Columns from the Linked Grid to the Main Grid
- Can Refresh Model Tree - Allows the Selected Department/User Group/User to Refresh the Model Tree
- Can Remove Empty Columns - Allows the Selected Department/User Group/User to Remove Empty Columns in a single click
- Can Open Drawing - Allows the Selected Department/User Group/User to Open the drawing for the items selected
- Can Select in Aurelia - Allows the Selected Department/User Group/User to Select the items in the Aurelia Tool (Provided they have Permissions in the Aurelia Tool)
- Can Highlight Selected - Allows the Selected Department/User Group/User to Highlight the Selected Item
- Can Highlight Selected and Linked - Allows the Selected Department/User Group/User to Highlight the Selected Item and Items Linked to it
- Can Auto Highlight Linked - Allows the Selected Department/User Group/User to Automatically Highlight the Selected Item and Items Linked to it on click
- Can Highlight All - Allows the Selected Department/User Group/User to Highlight all items in a filter
- Can Clear Highlight - Allows the Selected Department/User Group/User to Clear Highlights
- Can Hide Non-selected - Allows the Selected Department/User Group/User to Hide Items that are not currently selected
- Can Hide Non-selected and Linked - Allows the Selected Department/User Group/User to Hide Items that are not currently selected and Items linked to them
- Can Show Related - Allows the Selected Department/User Group/User to Show Related Items
- Can Show Related and Linked - Allows the Selected Department/User Group/User to Related Items and Items linked to them
- Can Accept Related - Allows the Selected Department/User Group/User to Accept that items are related and thus create relationships
- Can Export to Excel - Allows the Selected Department/User Group/User to Export to Excel
- Can Add Action - Allows the Selected Department/User Group/User to Add Actions to Items
- Can Add Task - Allows the Selected Department/User Group/User to Add Tasks to Items
- Can Add Equipment - Allows the Selected Department/User Group/User to Add Equipment
- Can Clear Selection - Allows the Selected Department/User Group/User to Clear Selections
- Can Activate Link - Allows the Selected Department/User Group/User to Create Links between Items
- Can Remove Equipment Links - Allows the Selected Department/User Group/User to Remove Links between Items
- Can Activeate Writeback Mode - Allows the Selected Department/User Group/User to Active Writeback Mode
- Can Write Back Data - Allows the Selected Department/User Group/User toWriteback Data
- Can Edit Selected - Allows the Selected Department/User Group/User to Edit the Selected Item
- Can Edit Selected and Linked - Allows the Selected Department/User Group/User to Edit the Selected Item and its Linked Items.
Project Editor
Open
- Allows the Selected Department/User Group/User to Open the Project Editor
Create Project
- Allows the Selected Department/User Group/User to Create a Project
Delete Project
- Allows the Selected Department/User Group/User to Delete a Project
Projects
- Edit Project - Allows the Selected Department/User Group/User to Edit a Project
- Create Drawing Group - Allows the Selected Department/User Group/User to Create a Drawing Group
- Fluids and Materials - Allows the Selected Department/User Group/User to Access the Fluids and Materials Viewer
- Global Fluids - Allows the Selected Department/User Group/User to Access the Global Fluids Viewer
- Fluid Resolution - Allows the Selected Department/User Group/User to Access the Fluid Resolution Manager
- Instruments - Allows the Selected Department/User Group/User to Access the Instrument Viewer
- Instrumentation and Control Loops - Allows the Selected Department/User Group/User to Access the Instrumentation and Control Loop Viewer
- OPC Connections - Allows the Selected Department/User Group/User to Access the OPC Manager
- Contextualisation - Allows the Selected Department/User Group/User to Access the Contextualisation
- Data Editor - Allows the Selected Department/User Group/User to Access the Data Editor
- List Editor - Allows the Selected Department/User Group/User to Access the List Editor
- Units Editor - Allows the Selected Department/User Group/User to Access the Units Editor
- Edit Data in Units Editor - Allows the Selected Department/User Group/User to Edit Data in the Units Editor
- Constants Editor - Allows the Selected Department/User Group/User to Access the Constants Editor
- Edit Data in Constants Editor - Allows the Selected Department/User Group/User to Edit Data in the Constants Editor
- Function Editor - Allows the Selected Department/User Group/User to Access the Functions Editor
- Edit Data in Function Editor - Allows the Selected Department/User Group/User to Edit Data in the Functions Editor
- Edit Action Approval Order - Allows the Selected Department/User Group/User to Edit the Action Approval Order for the Selected Project
- Property Filter Editor - Allows the Selected Department/User Group/User to Access the Property Filter Editor
- Imports
- Import SPPID - Allows the Selected Department/User Group/User to Import Drawings from SPPID
- Convert from ISO 15926 XML to Hazid XML - Allows the selected Department/User Group/User to convert XMLs
- Import Hazid XML
- Import from XML - Allows the Selected Department/User Group/User to Import data from hazid XMLs
- Import from HDX - Allows the Selected Department/User Group/User to Import data from hazid HDXs
- Import Instrument Maps - Allows the Selected Department/User Group/User to Import Instrument Maps
- Import Plant Backup - Allows the Selected Department/User Group/User to Import Data from a SmartPlant Plant Backup
- Import SPEL - Allows the Selected Department/User Group/User to import SPEL data
- Import SPI - Allows the Selected Department/User Group/User to import SPI data
- Import PDS - Allows the Selected Department/User Group/User to import PDS data
- Import AutoCAD (DWG) - Allows the Selected Department/User Group/User to import AutoCAD DWG format Drawings
- Import Visio (vsdx w/svg) - Allows the Selected Department/User Group/User to import Drawings vsdx drawings
- Convert Excel to Data Intermediate - Allows the Selected Department/User Group/User to perform the process to convert Excel from unstructured to structured data
- Import Data Intermeidate - Allows the Selected Department/User Group/User to import Converted Excel data
- Import Symbols - Allows the Selected Department/User Group/User to import symbol data
- Convert SPPID Files to HDX - Allows the Selected Department/User Group/User to convert SPPID .pid files to the Hazid HDX Format for use in Aurelia
- Convet Smartsketch files to HDX - Allows the Selected Department/User Group/User to import Smartsketch files to the Hazid HDX Format for use in Aurelia
- Mappings
- Project Symbol Mapping - Allows the Selected Department/User Group/User to Access the Project Symbol Mapping Manager
- P&ID Symbol Mapping - Allows the Selected Department/User Group/User to Access the P&ID Symbol Mapping Manager
- Instrument Mapping - Allows the Selected Department/User Group/User to Access the Instrument Mapping Manager
- Property Mapping - Allows the Selected Department/User Group/User to Access the Property Mapping Manager
- Reports - Allows the Selected Department/User Group/User to Access the report system, Departments/User Groups/Users can be assigned permissions for the following actions on each individual report - 'View' allows the Department/User Group/User to view the report, 'Update' allows the Department/User Group/User to update the report data to the newest version and 'Export to' allows the Department/User Group/User to export the report to Excel/Word/PDF
- Report Version Viewer - Allows the Selected Department/User Group/User to Access Previous versions of reports.
- SPEL Reports - Allows the Selected Department/User Group/User to Access the following SPEL reports as selected in the manner outlined above
- General Scope
- Overall Compliance
- Plant Hierarchy
- Plant Setup
- Project Options Settings
- Single Line Diagrams
- SPI Reports - Allows the Selected Department/User Group/User to Access the following SPI reports as selected in the manner outlined above
- Domain
- Drawings
- General Scope
- Instrument Index
- Specifications
- Wiring
- Compliance Reports By Plant Item Type
- SPPID Reports - Allows the Selected Department/User Group/User to Access the following SPPID reports as selected in the manner outlined above
- Fluid Codes
- From-To
- General Scope
- Inconsistencies
- Instruments
- Loop tags
- Material Class Codes
- OPCs
- Overall Compliance
- Piperuns
- Plant Hierarchy
- Plant Items
- Plant Setup
- Symbols
- Save All Reports - Allows the Selected Department/User Group/User to Access the section of the menu where reports can be saved
- Export All Reports - Allows the Selected Department/User Group/User to Access the rule export functionality, rules can be set to be exported to Excel, Word and/or PDF.
- Rule Analysis Reports
- Failed Rule Results to Excel - Allows the Selected Department/User Group/User to Export a table of the Results of the Rules that have failed to Excel.
- Updates
- Update Project Symbol Mapping - Allows the Selected Department/User Group/User to Update the Project Symbol Map
- Update Drawing Symbols - Allows the Selected Department/User Group/User to Update the Symbology of a Drawing or Drawings
- Update Property Conversions - Allows the Selected Department/User Group/User to Update the values for Properties that have been converted from Text into Values of Quantity
- Update SPPID Files in project Database - Allows the Selected Department/User Group/User to Update the location of the SPPID .pid files to the project database, if they have been moved
- Update Source Connection Attributes - Allows the Selected Department/User Group/User to Update the Connections between Objects in the Framework and their source databases, if they have been moved
- Update Drawing Item Equipment - Allows the Selected Department/User Group/User to Update the Drawing Item Equipment
- Dashboard
- SPEL Dashboard - Allows the Selected Department/User Group/User to access the SPEL Dashboard
- SPPID Dashboard - Allows the Selected Department/User Group/User to access the SPPID Dashboard
- SPI Dashboard - Allows the Selected Department/User Group/User to access the SPI Dashboard
- Generate Dashboard Statistics
- Regenerate All - Allows the Selected Department/User Group/User to generate dashboard statistics
- Update Only - Allows the Selected Department/User Group/User to update only items where the dashboard statistics have changed
- Run Equations - Allows the Selected Department/User Group/User to Run the Equations for the entire project
- Update Generated Values - Allows the Selected Department/User Group/User to Update Generated Values
- Move Items
- Move Drawingss - Allows the Selected Department/User Group/User to move individual drawings to a new location in the project
- Move Drawing Groupss - Allows the Selected Department/User Group/User to move groups of drawings to a new location in the project
- Manage Locks - Allows the Selected Department/User Group/User to Manage the Read/Write Status of Configurations accessed by others
- Rescue Locks - Allows the Selected Department/User Group/User to Rescue Configurations left in the "locked" access state by themselves
Drawing Groups
- Create Drawing Group - Allows the Selected Department/User Group/User to Create a Drawing Group
- Delete Drawing Group - Allows the Selected Department/User Group/User to Delete the selected Drawing Group
- Rename Drawing Group - Allows the Selected Department/User Group/User to Rename the selected Drawing Group
- Move Drawing Group - Allows the Selected Department/User Group/User to Move the selected Drawing Group to a new location in the project tree
- Fluids and Materials - Allows the Selected Department/User Group/User to Access the Fluids and Materials Viewer for the Drawing Group
- Instrumentation and Control Loops - Allows the Selected Department/User Group/User to Access the Instrumentation and Control Loop Viewer for the Drawing Group
- Associated Instruments - Allows the Selected Department/User Group/User to Access the Associated Instruments, filtered to the Drawing Group
- Contextualisation - Allows the Selected Department/User Group/User to Access the Contextualisation, filtered to the Drawing Group
- Create new document - Allows the Selected Department/User Group/User to Create a New Document Object in the Selected Drawing Group
- Data Editor - Allows the Selected Department/User Group/User to Access the Data Editor, filtered to the Drawing Group
- Mappings
- P&ID Symbol Mapping - Allows the Selected Department/User Group/User to Access the P&ID Symbol Mapping Manager, filtered to the Drawing Group
- Reports - Allows the Selected Department/User Group/User to Access the report system, Departments/User Groups/Users can be assigned permissions for the following actions on each individual report - 'View' allows the Department/User Group/User to view the report, 'Update' allows the Department/User Group/User to update the report data to the newest version and 'Export to' allows the Department/User Group/User to export the report to Excel/Word/PDF - The Reports for SPI and SPPID are available from the Group Level
- Updates
- Update Drawings - Allows the Selected Department/User Group/User to update a drawing imported from elsewhere that has been changed in it's original authoring tool
- Update Fluid Properties - Allows the Selected Department/User Group/User to Update the Fluid Properties
- Update Drawing Symbols - Allows the Selected Department/User Group/User to Update the Symbology of a Drawing or Drawings
- Update Property Conversions - Allows the Selected Department/User Group/User to Update the values for Properties that have been converted from Text into Values of Quantity
- Update Symbol Mapping - Allows the Selected Department/User Group/User to Update the Symbol Mapping
- Update SPPID Files in Database - Allows the Selected Department/User Group/User to Update the location of the SPPID .pid files to the project database, if they have been moved
- Update Source Connection Attributes - Allows the Selected Department/User Group/User to Update the Connections between Objects in the Framework and their source databases, if they have been moved
- Update Drawing Item Equipment - Allows the Selected Department/User Group/User to Update the Drawing Item Equipment
- Exports
- Push Linked Data to SPPID - Allows the Selected Department/User Group/User to Push Data from the Items within the drawing group to SPPID (note that this will only operate if the Items came from SPPID originally)
- Automation
- Run Model Configuration Rules - Allows the Selected Department/User Group/User to run the Model Configuration Rules on the selected Drawing Group
- Run Aurelia batch operations - Allows the Selected Department/User Group/User to run the Aurelia batch operations on the selected Drawing Group
- Run multi batch operations - Allows the Selected Department/User Group/User to run the multi batch operations on the selected Drawing Group
- Dashboard
- SPPID Dashboard - Allows the Selected Department/User Group/User to access the SPPID Dashboard for the selected Drawing Group
- Domain Dashboard - Allows the Selected Department/User Group/User to access the Domain Dashboard for the selected Drawing Group
- Run Equations - Allows the Selected Department/User Group/User to Run the Equations for the selected drawing group
Drawings
- Open in Aurelia - Allows the Selected Department/User Group/User to open the selected drawing in Aurelia
- Open Drawing (Force SPPID) - Allows the Selected Department/User Group/User to open the selected drawing in SPPID (as long as its source was a SPPID database import, and the connection is present)
- Rename Drawing - Allows the Selected Department/User Group/User to rename the selected drawing
- Delete Drawing - Allows the Selected Department/User Group/User to Delete a Drawing
- Edit Drawing Source Connections - Allows the Selected Department/User Group/User to amend the source connection location for the selected Drawing
- Create Configuration - Allows the Selected Department/User Group/User to Create a Configuration
- Fluids and Materials - Allows the Selected Department/User Group/User to Access the Fluids and Materials Viewer for the Drawing
- Instrument and Control Loops - Allows the Selected Department/User Group/User to Access the Instrument and Control Loop Viewer for the Drawing
- Associated Instruments - Allows the Selected Department/User Group/User to Access the Associated Instruments, filtered to the Drawing
- Contextualisation - Allows the Selected Department/User Group/User to Access the Contextualisation, filtered to the Drawing
- Data Editor - Allows the Selected Department/User Group/User to Access the Data Editor, filtered to the Drawing
- Mappings
- PID Symbol Mapping - Allows the Selected Department/User Group/User to Access the P&ID Symbol Mapping Manager, filtered to the Drawing Group
- Export as ISO 15926 - Allows the Selected Department/User Group/User to Export the selected Drawing in the ISO 15926 xml format
- Export to SmartPlant - Allows the Selected Department/User Group/User to Export the selected Drawing in the Smartplant P&ID format
- Reports - Allows the Selected Department/User Group/User to Access the report system, Departments/User Groups/Users can be assigned permissions for the following actions on each individual report - 'View' allows the Department/User Group/User to view the report, 'Update' allows the Department/User Group/User to update the report data to the newest version and 'Export to' allows the Department/User Group/User to export the report to Excel/Word/PDF - The Reports for SPI and SPPID are available from the Drawing Level
- Updates
- Update Drawing - Allows the Selected Department/User Group/User to Update a Drawing
- Update Instrument - Allows the Selected Department/User Group/User to Update the Instrumentation for a Drawing
- Update Drawing Symbols - Allows the Selected Department/User Group/User to Update the Symbology of a Drawing or Drawings
- Update Property Conversions - Allows the Selected Department/User Group/User to Update the values for Properties that have been converted from Text into Values of Quantity
- Update SPPID location in Database - Allows the Selected Department/User Group/User to Update the location of the SPPID .pid files to the project database, if they have been moved
- Update Source Connection Attributes - Allows the Selected Department/User Group/User to Update the Connections between Objects in the Framework and their source databases, if they have been moved
- Update Drawing Item Equipment - Allows the Selected Department/User Group/User to Update the Drawing Item Equipment
- Exports
- Push Linked Data to SPPID - Allows the Selected Department/User Group/User to Push Data from the Items within the drawing to SPPID (note that this will only operate if the Items came from SPPID originally)
- Re sync Configuration - Allows the Selected Department/User Group/User to Re-synchronise a configuration to its parent Drawing
- Automation
- Run Fluidisation - Allows the Selected Department/User Group/User to Run the Fluidisation on a Drawing
- Run Model Configuration - Allows the Selected Department/User Group/User to run the Model Configuration Rules on a Drawing
- Run Port Mapper - Allows the Selected Department/User Group/User to run the Auto Port Mapper on a Drawing
- Run Aurelia batch operations - Allows the Selected Department/User Group/User to run the Aurelia batch operations on the selected Drawing
- Run multi batch operations - Allows the Selected Department/User Group/User to run the multi batch operations on the selected Drawing
- Dashboard
- SPPID Dashboard - Allows the Selected Department/User Group/User to access the SPPID Dashboard for the selected Drawing
- Domain Dashboard - Allows the Selected Department/User Group/User to access the Domain Dashboard for the selected Drawing
- Run Equations - Allows the Selected Department/User Group/User to Run the Equations for the selected drawing
- Export Drawing as Intermediate - Allows the Selected Department/User Group/User to Export the drawing as an xml intermediate
- Move to Drawing Group - Allows the Selected Department/User Group/User to move the selected drawing to a new Drawing Group
- Create New Version - Allows the Selected Department/User Group/User to create a new version of the drawing
- Create New Revision - Allows the Selected Department/User Group/User to create a new revision of hte drawing
- Version History - Allows the Selected Department/User Group/User to view the version history of the drawing
- Manage Briefcases - Allows the Selected Department/User Group/User to Open and manage the briefcase for the drawing - enabling the drawing to be remotely exported to be worked on and then seamlessly reintegrated into the project
- Compare Drawings - Allows the Selected Department/User Group/User to view a comparison id duffereent versions/revisions of the same drawing
Configurations
- Edit Drawing Configuration - Allows the Selected Department/User Group/User to edit the title of the selected configuration
- Clone Drawing Configuration - Allows the Selected Department/User Group/User to create a clone of the selected configuration
- Delete Drawing Configuration - Allows the Selected Department/User Group/User to Delete the selected configuration
- Fluids and Materials - Allows the Selected Department/User Group/User to Access the Fluids and Materials Viewer for the selected Configuration
- Contextualisation - Allows the Selected Department/User Group/User to Access the Contextualisation, filtered to the selected Configuration
- Data Editor - Allows the Selected Department/User Group/User to Access the Data Editor, filtered to the selected Configuration
- Mappings
- P&ID Symbol Mapping - Allows the Selected Department/User Group/User to Access the P&ID Symbol Mapping Manager, filtered to the selected Configuration
- Piperuns Mapping - Allows the Selected Department/User Group/User to Access the Pipe Run Mapping on the selected Configuration
- Port Mapping - Allows the Selected Department/User Group/User to Access the detailed Port Mapping on the selected Configuration
- Updates
- Update Fluid Properties - Allows the Selected Department/User Group/User to Update the Fluid Properties on the selected Configuration
- Update Property Conversions - Allows the Selected Department/User Group/User to Update the values for Properties that have been converted from Text into Values of Quantity on the selected Configuration
- Update Symbol Mapping - Allows the Selected Department/User Group/User to Update the Symbol Mapping on the selected Configuration
- Exports
- Push Linked Data to SPPID - Allows the Selected Department/User Group/User to Push Data from the Items within the configuration to SPPID (note that this will only operate if the Items came from SPPID originally)
- Automation
- Run Fluidisation - Allows the Selected Department/User Group/User to Run the Fluidisation on the selected Configuration
- Run Model Configuration - Allows the Selected Department/User Group/User to run the Model Configuration Rules on the selected Configuration
- Run Port Mapper - Allows the Selected Department/User Group/User to run the Auto Port Mapper on the selected Configuration
- Run Equations - Allows the Selected Department/User Group/User to Run the Equations on the selected Configuration