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 Recording of Actual Data in Browser-Based PI Sheets Locate this document in the navigation structure

Use

You can use the input fields displayed in your PI sheet to record actual process data. You can enter data as follows:

  • You enter individual values in input fields. In the standard layout, these fields are displayed on the right side of the PI sheet.

  • You enter several values in a table.

Prerequisites

To be able to use the PI sheet functions described below, the following requirements must be met:

  • Default value

A default value has been defined for the input field in the corresponding process instruction in the process order.

  • Input help

An input help has been defined in Customizing for the process instruction characteristic to which the input field belongs.

  • Input validation

An input validation has been defined for the input field in the corresponding process instruction in the process order. If it specifies that invalid input values may be accepted with a signature only, the type of signature has been define in Customizing for Control Recipe Destinations and in the process instruction. (see Type 0: Definition of Input Validations ).

For more information about the digital signature and the required settings, see Approval Using Digital Signatures .

Features

The following functions are available for entering data in the PI sheet:

  • Default values

In browser-based PI sheets, the default values that you have defined in the process order are already displayed in the corresponding input fields when you open the PI sheet.

You can:

  • Accept the default value by positioning the cursor on the input field and choosing Continue

  • Replace the default value by another value

  • Delete the default value

  • Input help

You can use the input help to choose values for input fields for which the corresponding Customizing settings have been made.

  • Input validation

If an input validation is defined for a value in the process order, the system checks your entries. If the value you enter is outside the defined value range, the system issues a warning.

However, you can still transfer the invalid input value to the PI sheet, if this has been specified in the process instruction. You can make the following settings:

  • Invalid values are accepted without any restrictions

  • Invalid values are not accepted

  • Invalid values are only accepted with a signature

    However, once you have entered a value that does not comply with the validation rule, you may from then on change the value assignment but may no longer delete it.

The PI sheet may request and depending on your system settings a signature without a password check, one digital signature , or several individual signatures defined in a signature strategy are required.

When you execute digital signatures, you must also enter a comment.

The signature strategies are carried out synchronously in the PI sheet. This means that the individual signatures must be executed immediately one after another. It is only then that the system saves the signatures and transfers the value.

The input value is not reported automatically when the signature is executed.

Once you've entered a deviating value, all values - this means even values that comply with the validation rule - are documented in a deviation history . However, you do not need to execute the signature again if the values are correct. The ( ) icon in the PI sheet indicates that a deviation history exists. You can display the values along with the signatures and comments in a dialog box by choosing ( ) .

  • Process message

If you have defined in the process order that a process messages is to be sent to report values entered, a corresponding process message is created once you have entered a value in the PI sheet.

Activities

If you must execute a digital signature during an input validation, you must initiate one of the following activities: