Editing Process Instructions in the PI Assistant

Use

You can use the process instruction assistant (PI assistant) to create process instructions for PI sheets . The PI assistant offers specific selection screens and prompts for every process instruction type except for type 0, Universal process instruction category , guiding you through process instruction definition.

If you are familiar with process instruction characteristics and how they are used in PI sheets, you can also maintain your process instructions on the characteristic overview (see Editing Process Instructions on the Characteristic Overview ). Process instructions for process control systems as well as process instructions of type 0, Universal process instruction category must always be maintained on the characteristic overview.

Prerequisites

You want to maintain a process instruction that is not of type 0, Universal process instruction for the PI sheet .

Process instruction categories defining the function and contents of your process instructions have been maintained in Customizing for Process Management .

Note Note

If you have made the corresponding Customizing settings for the control recipe destination, specific process instructions are automatically inserted when a control recipe is created. You need not create these process instructions in the master recipe (see Automatic Process Instruction Creation ).

End of the note.

Procedure

  1. On the operation overview, select the phase for which you want to maintain a process instruction.

  2. Choose .

  3. To create a new process instruction, enter the data on the process instruction overview and choose .

    The process instruction is created in the master recipe. The settings of the process instruction category you have entered are copied.

    Note Note

    If you change the process instruction category later, the system also deletes all the other data about the process instruction and replaces it with the Customizing settings of the new process instruction category.

    End of the note.

  4. Select the process instruction, and choose Assistant.

  5. Depending on the process instruction type, proceed as described in the following sections: