Setup
Flanges
Drawings
Register
Activities
Reporting
1 – Select Calculator Profile
1.1 – Select Calculator Profile from Project Preferences
Click the Settings icon at the top of the screen and then click Project Preferences.
In the Bolt Calculator section, click the Default Calc Profile preference and select the required profile. Click OK to close the preferences window.
All new flanges will now be created using the chosen calculation profile.
Only new flanges will be created using the selected calculator profile. Existing flanges are not affected.
1.2 – Select/Change Calculation Profile from Within the Flange Form
Some variants of Integrus Max permit users to change the calculation profile within the calculator itself. Doing this will re-calculate the bolting specification for the flange, without affecting any other flanges.
Open the calculator for a new/existing flange. Click Calc Profile and select one of the available options.
A notification dialog will display to alert the user that this action will set the specification to this new calculation profile.
Press OK to accept and proceed or press Cancel to abort the profile change. Proceed to complete the bolting specification using this new selected calculation profile and save completed spec.
2 – Create a Flange
2.1 – Autogenerated Flange Numbers
2.1.1 – Format Specified from Project Preferences
Flanges can be allocated sequential Joint ID’s by defining them in Project Preferences.
Open Project Preferences and in the Database section enter a Joint ID format as shown in the example below.
The ‘#‘ symbol will be replaced by the next number in the sequence of flanges when you create each flange.
Save this format and create a new flange. The flange numbering will begin at 1 as shown below.
2.1.2 – Save and Continue Button Increments to the Next Joint in the Series
When creating new flanges with the auto-generated joint IDs preference active, pressing the Save and Continue button will keeping the Add Flange form open and the next joint in the series will be initiated.
Clicking Save and Continue saves flange 1 and generates flange 2.
After the required number of flanges have been created click the Save button which will close the Add Flange window. All the flanges will now display in the register.
2.1.3 – Changing Autogenerated Joint Prefixes
The Autogenerate Flange No. Format preference can be changed at any time and the autonumbering will continue from the last value which was generated.
So having created 9 flanges of prefix J-ID-example-#, changing the prefix to J-ID-GasLift-#, will autogenerate the next flange at number 10.
2.1.4 – Suspend and Restart Autogenerated Flange format
The Autogenerate Flange Format preference can be suspended or stopped completely just by clearing the preference.
Reopen Project Preferences, clear the preference and click OK.
Now when the New Flange opens, the Joint ID field will always be empty and users may input a Joint ID of any format.
To re-start the auto-generated flange format again simply set the Autogenerated Flange No. Format preference again
2.2 – Joint Identification
2.2.1 – Customer and Temporary ID
In addition to Joint ID, flanges can also be identified by their Customer ID and Temporary ID.
Create a new flange and complete these fields as required.
These are standard fields in the Flange Register and so will display as shown below.
Customer Tags
Customer Tags can be used when marking up flange tags on drawings.
Temporary Tags
Temporary Tags can be used during operational activities. They can also be updated as required during activities. The joint below is being given a New Tag identification of Temp.Tag1028.
The Temporary Tag is then updated to ‘TempTag.1028’ in the register upon completion of the activity cycle.
2.2.2 – Select FM Workpack
There many be numerous workpacks in a single project and every flange must be allocated to a workpack. Workpack is therefore a mandatory field, as denoted by the asterisk symbol.
The new flange will be allocated to the selected workpack in the register.
To change the workpack, simply open the Edit Flange window, select a different workpack and Save.
2.2.3 – Joint Status
When creating a joint its status can be changed from the default status of New to any of the options in the image below.
In both the Info and History tabs on the right-hand side of the screen, the action of setting or changing the flange Status is shown as a Flange Modified activity and is displayed as below.
2.2.4 – Associate P&ID and Isometric (‘ISO’) Drawings with Flanges
When creating or editing flanges, users may ‘simply associate’ flanges with P&ID or ISO drawings by selecting them in the dropdown menus. Select drawings or use the Search function as demonstrated below in order to search large drawings lists, then click Save.
The flange will now be associated with the selected drawings. Click on the Drawings tab on the right-hand side to view associated drawings.
2.3 – Function/Location
2.3.1 – Create New FBS and PBS Nodes
New LBS nodes can be created directly from the Flange Form. To do this, the user can manually enter the names of the new nodes they wish to create and click Add New Item.
A confirmation dialog will open for the user to click OK, and the new node is saved for the flange.
Continue to create new second-level and third level nodes as required and save the changes.
Newly-created FBS and PBS node will display in the refreshed LBS hierarchy.
2.3.3 – Leak Test Method
2.3.3.1 – Test Pack options (Leak Test, Witness Joint, Reverse Integrity, Hydro Test)
This section allows users to define the leak test methodology for each flange. Some methodologies also let you associate the flange with a corresponding pack.
Where packs can be specified (Leak Test, Hydro Test packs etc.) this feature associates the Flange with the Test pack, meaning that:
• Flange FM Test Activity knows which Pack to get Test Information from;
• Flange is available within Leak Test pack as an item to be tested.
2.3.3.1.1 – Test Pack
The Test Pack option will associate the flange to a specific Leak Test Workpack.
Select ‘Test Pack’ as the method and then chose a specific pack from the Test Pack No. dropdown field beneath it.
2.3.3.1.2 – Witness Joint
Assigning a flange as a Witness Joint will result in a ticked checkbox in the ‘WJ’ column.
During certain operational activities for example Torque or Tension tighten, any flanges which have been designated as Witness Joints are required to have a Witness personnel assigned in order to complete the activity.
The joint below is being allocated a mandatory ‘Witnessed By’ technician so that the Torque activity may be completed.
2.3.3.1.3 – Reverse Integrity Gasket
Assigning a flange to the Reverse Integrity Gasket option will associate it with a particular Reverse Integrity workpack as shown below.
2.3.3.1.4 – Ops Test
Assign a flange to have Ops (Operations) Test as it’s Leak Test Method will show as below.
There is no Test Pack No. for this option.
2.3.3.1.5 – Service Test
Assign a flange as having Service Test as the Leak Test Method as below. Again, there is no requirement for a Test Pack no. for this option.
2.3.3.1.6 – Hydro Test
Assign a flange to a Hydro Test Method and select a Hydro Test Pack as an option as below.
While carrying out a Hydro Test activity on this flange, the user should select a Hydro Test workpack as shown below.
However, any Hydro Test workpack is selectable here as the flange is not exclusively linked to the specific Hydro Test pack selected in the flange form.
2.3.3.1.7 – Third Party
The final leak Test Method available in the Flange Form is Third Party. Select this option in the same way and without a required Test Pack No.
2.3.3.2 – Joint Criticality
The Criticality dropdown field can be used to identify flanges which must be in a state of Tightened or higher prior to disassembling any other flanges in the same workpack. Criticality values range from 1-5.
By default, newly created joints are allocated the mid-range Criticality value of ‘3’ as shown below.
2.3.3.2.1 – Criticality Blocks Functionality
Ensure the Criticality Blocks project preference is set to TRUE.
The workpack in the example below contains 5 flanges, of which one flange has a criticality of ‘1’.
If the user attempts to begin an activity cycle upon any other flange in this workpack, a message will inform them that a Critical Flange(s) must first be tightened.
Once all critical flanges in the workpack have been tightened however, activities may now be carried out on the other flanges in the pack.
2.4 – Additional Information
2.4.1 – Enter Information
Users can create custom fields to store custom information not recorded using the standard details fields.
In the example below, each flange form has 3 additional custom fields. Users can enter, edit and save information as required.
The fields can be given more informative labels by configuring them in Register Settings and selecting Custom Fields option.
Custom Field info will be displayed in the Info panel on the right-hand-side under the Custom Fields section.
Similarly, multiple flanges may be selected together and bulk-edited.
Select multiple flanges and click the Edit button to open the bulk editor. Select the checkboxes for any custom fields and edit and save the data.
NOTE: users must be aware that making changes to flanges using the bulk-edit form will apply the changes to all selected flanges.
2.4.2 – Work Instructions/Comments
The final sections in the flange form allow users to enter Work Instructions and general Comments relating to the flange.
Enter general Comments and any Work Instruction comments into the text boxes shown below and save the flange.
Both sets of comments are displayed at the bottom of the right-hand-side Info tab.
The General Comments are displayed if the user generates any Flange Sign-Off Register reports.
Select any of the 4 report types and the general Comments will be displayed on the far-right Comments cell.
The Work Instructions are displayed if the user generates a Work Instruction report (either the Selected or Grid options).
3 – Create/Edit Flange Specification
3.1 – Joint Specification
Open the Joint sub-section within the Specification section to display the initial fields for defining the joint. The Joint sub-section comprises the following fields:
Calc Profile: there are a selection of calculator profiles available including Standard, PCC-1 and North Sea. NOTE: these are selected from the Project Preferences, rather than from within the calculator itself.
Type: available flange types include ANSI B16.5/B16.47 Series A, B16.47 Series B, Heat Exchanger [Shell Cover/ Tube Sheet] and Special flanges.
For this manual section, ANSI B16.5/B16.47 Series A joints will be discussed.
Model: for these ANSI flanges, the model field includes the options of Standard, Wafer Check and Spade and Spacer.
Standard simply refers to a standard joint connection while Spade and Spacer should be selected if the flanged joint is fitted with a spade and spacer (sometimes referred to as spectacle blind).
Wafer Check this should be used if the flanged joint is fitted with a wafer check valve. Wafer check valves and Spade and Spacer valves have 2 gaskets.
The flange Class and Size determine the pressure rating and dimensional information of the flange.
Material: select from all of the flange materials included in the calculator. This field will defaults to “ASTM SA-105N Carbon Steel Normalised” but this default can easily be changed using User Preferences.
3.2 – Bolt Specification
After defining the flange rating and size, open the Bolt section of the calculator. This will display the bolt Size and Quantity calculated automatically from the flange size.
The ‘Use Metric’ dropdown option can be used to switch between expressing the bolt in either Metric or Imperial format. In the example below, the 5/8” bolt is now displayed as an M16 bolt.
The Size of the bolt, the Across Flats “A/F” and the Quantity will usually be generated automatically, however, there are certain cases where there may be a choice of applicable metric bolt sizes.
The example below is an ANSI Standard, 150lb ¾” flange. In this case the user has the option to select either an M12 or an M14 bolt.
Select a Bolt Material from the next drop-down menu. The material A320-L7 has been selected in the below example.
Based upon the bolt material selected, the nut material options will be filtered and may offer only one or two nut materials options as applicable.
Any coating on the bolt can be manually entered into the cell provided. Zinc has been specified in the example below.
The nut thickness will be auto-filled based on the size of the bolt selected.
If washers are required, click the Washers button.
Select a washer material and then proceed to specify the Upstream washer type and the washer ID, OD and thicknesses. The washers Material menu is populated by washers materials which are compatible with both the bolt and the nut materials.
Select the washer Type from: None, Flat, Belleville and Flat/Belleville. Then ID, OD and Thickness fields will be generated automatically. They can however be changed by the user as shown below.
3.3 – Pipe Specification
Open the Pipe section and populate the fields as required.
The Working Pressure and Test Pressure of the pipe will be auto filled based on the class of the flange selected. The user can however over-ride these values to better suit the exact specification of the flange being analysed.
Insert an Operating Temperature. This will enable the elevated temperature analysis in the Heat Analysis section of the calculator.
3.3.1 – Inner/Outer Diameter
The user can use the Diameter Specified field to select either ‘Inner Diameter’, when the inner diameter is known, or ‘Outer Diameter’, when the outer diameter is known.
In the example below, Outer Diameter has been selected.
The Outer Diameter can be edited to suit the exact specification of the flange or pipe.
Similarly, when the Inner Diameter option is selected, the Inner Diameter cell is available to edit.
Next, select the Pipe Schedule from the dropdown options as shown. Doing this will automatically calculate the pipe wall thickness as shown below. This defaults to PCC-1 however this can be changed in the Project Preferences.
The user can however also change the pipe wall thickness value manually. Editing the Wall Thickness value changes the Schedule field to ‘Project Spec’, as shown below.
3.4 – Gasket Specification
Open the Gasket specification section of the calculator.
Select the gasket Type from the drop down-menu of available options. In the example below, a Spiral Wound gasket has been selected.
Next select the gasket Material. This material list will have been automatically filtered based on the gasket Type selected.
In this example, Stainless has been selected as the gasket material.
If any additional description of the gasket is required, this can be entered into the available Description cell.
The Initial Compression field will be populated automatically with a typical value depending on the gasket selected, however, this also can be overwritten if required to better suit the gasket specification.
3.5 – Instrument Option
To specify a joint as an Instrument (e.g. gauge, sensor etc), the Instrument option must be selected for the joint in the flange form.
Now, clicking the Specification button will open the calculator with this Instrument option selected, as shown below.
Specify the Instrument’s Model, which could also be a Small Bore Tubing fitting.
Class and Size fields are not applicable to instruments and so are not selectable. However, users may specify a Material.
3.6 – Special Flanges
Non-standard flanges cover a range of configurations. Integrus Max primarily supports special flanges which have been divided into: Bolt Specification, Modified ANSI and Special Flange options.
3.6.1 – Bolt Specification
To analyse a Bolt Specification, select Special from the flange form then click the Specification button to open the calculator in Special mode.
Bolt Specification is the first available Model option for Special joints.
The Class and Size fields aren’t applicable for all Special joint types, however a Material is required for this application.
The critical Bolt section for this type of Special joint lets the users specify the Size, Quantity and Material of fasteners for the joint or bolted connection.
Select Metric or Imperial units and find the required bolt Size from the dropdown list.
Select the bolt Quantity and Material.
Bolt Coating can be specified manually by the user, while a compatible Nut Material will be automatically selected by the calculator based on the selected Bolt Material.
For some specifications there may be a choice of Nut Materials as in the example above.
The Pipe and Gasket sections for this Special flange type are populated in a similar way to standards ANSI flanges if required.
Stress Inputs
Prior to selecting the tooling for the Special flange, the user should enter the stress inputs values.
This section comprises:
• Current Bolt Stress
• Current Bolt Load
• % of SMYS (Safe Minimum Yield Stress), and
• Current Torque.
If the user enters any one of these fields, the other 3 fields will be automatically calculated.
From this point, the Tightening Method and all other tooling parameters can be selected in the same way as for normal standard ANSI flanges.
3.6.2 – Modified ANSI
Select Modified ANSI from the Model field for a new Special flange.
Specify the Class, Size and Material in the same way as for a standard ANSI flange.
Complete the Bolt, Pipe and Gasket sections as required and then navigate to the Dimensions tab.
In this Dimensions tab, click the Load Spec button which will bring in the standard dimensions for the selected joint size.
Then click the Analyse button which will analyse the joint using PCC-1 analysis. At this point, some tooling options should now be displaying.
Alternatively to pressing the Load Spec button, the user is free to enter all dimensional measurements manually if – for example – they may vary significantly from the typical values of the selected flange size.
Complete the dimensional measurements for the flange and click the Analyse button which will analyse the user-entered dimensions using PCC-1 analysis. The results will be displayed in the usual gauges
Next, return to the Analysis tab and enter the known stress value(s). The calculator will automatically populate the remaining 3 fields.
NOTE: check the Messages tab for any warnings or advisor notes as required.
Finally, the tightening method section can be completed and tooling can be selected.
Save the modified ANSI joint and it will display in the register.
3.6.3 – Special Flange
Select SPECIAL from the Model field of the Joint section and specify a flange material.
The remaining Bolt, Pipe and Gasket sections can be completed as required/applicable.
Enter the known User Specified assembly stress value(s) and select the tooling options.
The Special flange can now be saved and will appear in the flange register.
3.6.4 – Heat Exchanger 1 – Shell Cover
Integrus Max supports 2 types of Heat Exchanger specifications: Shell Cover and Tube Sheet.
Create a new flange and select ‘Heat Exchanger – Shell Cover’ as the Joint Type. Clicking the specification button now will open the correct calculator for these heat exchangers.
Select either the Male or Female Model of heat exchanger and choose a Class, Size and Material.
From this point it is best to move directly to the Dimensions tab and complete the full complement of dimensions and other parameters which describe the heat exchanger flange.
Click the Load Spec button. This button Imports the standard flange dimensions which the user then modifies.
Next, input some known stress values into the Analysis tab section.
Then click the Analyse button which will then provide the available tooling to select from.
Once the user has selected the tools, return to the Dimensions tab and click Analyse and save the specification.
The heat exchanger will then display in the flange register.
3.7 – Calculation Method
3.7.1 – Torque Specific Fields
3.7.1.1 – Long/Short Form Calculation Type
The calculator can be configured to use either the Short Form or the Long Form bolting calculation method.
The Short Form uses the K-Factor (“nut-factor”) and the Long Form uses bolt-nut Friction Coefficient ‘mu’.
Open the Project preferences and select Short Form (K Factor) as the Torque Calculation method and click OK.
Now if the user creates a new flange specification, they will see the Short Form calculation method being used to calculate bolt torque.
Alternatively, users can select the Long Form (mu) calculation method in Project Preferences.
While the Long Form selection is selected, all newly created flange specification will use this Long Form calculation method.
NOTE: existing flanges which have already been created will not be affected if the user changes the Calculation Method between Long/Short form. Only new flanges will be affected by the selected calculation method.
3.7.1.2 – Lubricant
The lubricant field will display if Torque is the tightening method. By default, the selected lubricant is Molycote 1000, but the user can change this to any of the available lubricants.
The default lubricant may be changed using the Default Lubricant Project Preference.
3.7.1.3 – Drive Type
Non-manual torque tools will require a drive type. Most tool models offer a choice the two of either Hex or Square drive type options, although some only offer one of the two options shown below.
3.7.1.4 – Pump Pressure
The pressure required from the pump will be automatically calculated based on the tool selected and on the torque requirements of the specified joint.
3.7.2 – Tension Specific Fields
3.7.2.1 – Tensioning Procedure
The number of passes which the tensioner requires to fully compress the gasket and ensure the required bolt load is applied.
The user can select between the five options: 100% (one single pass of all bolts), 50%, 33%, 25% or 20% (five passes to tighten all of the bolts).
NOTE: users should check the Messages tab for any notes regarding the tensioning procedure selected.
3.7.2.2 – Maximum Working Pressure
The Max WP (Working Pressure) field is automatically calculated based upon the bolting calculation.
3.7.2.3 – Hydraulic Pressure Area
The Hydraulic Pressure Area is also automatically calculated based on the bolting specification.
3.7.3 – Tool Selection
3.7.3.1 – Torque Tools
Ensure Torque is selected as the Tightening Method as shown below.
Select a torque tool Supplier. This list may be to display all 22 torque tool suppliers, or the list may be filtered to display only the tools which are suitable for the selected flange specification.
Select either Square or Hex as the Drive types (if both options are offered) for the selected tool.
3.7.3.2 – Tension Tools
Ensure Tension is selected as the Tightening Method as shown below.
Select a tension tool Supplier. This list may be to display all 32 tension tool suppliers, or the list may be filtered to display only the tools which are suitable for the selected flange specification.
Lastly, select the tensioner tool Model.
3.8 – Review Information
3.8.1 – Gauges
3.8.1.1 – Gasket Stress Gauges
The three Gasket Stress gauges display the stress being exerted upon the gasket under Setting, Operating and Test conditions.
The colour-coded gauges indicate when the gasket is:
– within the optimal PCC-1 range (green),
– outwith PCC-1 optimal range but still within acceptable limits/tolerances (orange),
– outwith acceptable tolerances (red).
For each of the three gauges, there is a displayed percentage of the maximum allowable stress, as stipulated by PCC-1 for the selected specification. Additionally the pressure being exerted on the gasket is displayed in PSIG.
3.8.1.2 – Flange Stress Gauges
The two Flange Stress gauges display the stress being exerted upon the flange under Setting and Operating conditions.
Similar to the gasket stresses, the colour-coded gauges indicate when the gasket is:
– within the optimal PCC-1 range (green),
– outwith PCC-1 optimal range but still within acceptable limits/tolerances (orange),
– outwith acceptable tolerances (red).
Flanges have only the upper orange and red stress regions.
3.8.1.3 – Bolt Stress Gauges
The Bolt Stress gauge is a vertical slider as opposed to the dial gauges for the flange and gasket stresses. This slider if displaying the maximum stress which the combined bolts will experience during operation.
Similar to the other component stresses, the colour-coded gauges indicate when the bolts are:
– within the optimal PCC-1 range (green),
– outwith PCC-1 optimal range but still within acceptable limits/tolerances (orange),
– outwith acceptable limits/tolerances (red).
3.8.2 – Messages, Hints and Warnings
3.8.2.1 – Messages
The Messages tab will display any messages, hints and warnings which relate to the specification the user has entered.
Below is an example of the standard message which displays if the user chooses to use their own stress values and in doing so, over-riders PCC-1 process.
Messages simply inform the user of important information which they should be aware of anyway. Messages generally don’t prohibit the user from saving the flange.
Below is an example of another message:
This message below advises the user they should use a larger model of torque tool.
3.8.2.2 – Hints
Hints display to help the user make better decisions regarding the specification they have created.
In the below example, the 150lb 60” flange is exceeding it’s maximum advisable rotation and so the user is informed of this to take into consideration.
3.8.2.3 – Warnings
Below is an example of the standard warning which displays when there is a critical problem with the flange specification the user has created.
This flange specification uses a Copper/Nickel flange material and is therefore too soft for the application.
Flange specifications which display warnings cannot be saved in their current state. The user must make changes to the flange specification in order to save it.
3.8.3 – Specify User Stress
Adjusting the bolt stress slider
The automatically-calculated bolt stress that calculator provides may not in actual fact be the best stress profile for the joint. The user can activate the User Stress slider gauge which overrides the automatic calculation.
As an example, the below specification gives an overall acceptable stress profile for the joint, however under Test conditions the gasket gauge is in the RED under-stressed region.
The user can over-ride this by clicking the User Stress checkbox and moving the slider arrow upwards in this case. NOTE: this will also make the stress fields on the right-hand side active also.
Now as shown below, the user stress has been increased and the gasket is no longer in the RED under-stressed condition.
Save the specification and upon re-opening this specification, these values will have been retained.
3.8.4 – Inputting Component Bolt Stresses and Loads Directly
The alternative to using the slider gauge is for the user to input bolt stresses directly. These four fields become editable for the user as soon as they click the User Stress checkbox.
As an example, the user has entered a %SMYS value of 60%. In doing this, the other fields (Bolt Stress, Bolt Load and Torque are calculated automatically.
The user can manually enter values into any of these four User Stress fields and the other fields will calculate.
The example below shows the user having directly entered a Torque value.
3.8.5 – Reverting to PCC-1 Calc
At any time, the user can revert the calculation back to using the PCC-1 process values by simply de-selecting the User Stress checkbox.
In the image below, the user has already entered some user values.
By de-selecting the User stress checkbox, the PCC-1 process is reinstated and the original values display.
4 – Saving Flanges
4.1 – Save and Close
If the user wishes to create only one single flange, the Save button will simply save the new flange and then close the flange form window.
Create a new flange and populate all mandatory and required fields so that the Save button becomes selectable.
The user can also enter a full flange specification before clicking the Save button, or they are free to create the flange only at this point, and user the Edit Specification button to create the joint details at a later time.
4.2 – Save and Continue
The Save and Continue button at the bottom of the flange form is useful if the user wishes to create multiple flanges in succession without opening the New Flange form for every new flange.
Create a new flange and populate all required fields so that the Save and Continue button becomes selectable.
NOTE: the user can also enter a full flange specification before clicking the Save button. Alternatively, then can create the flange only at this point, and use the Edit Specification button to create the joint specification later.
Click the Save and Continue button to save the flange. This will result in the flange saving to the register in the background. The form will also clear for the user to enter the details of another new flange.
4.2.1 – Using Save and Continue with Auto-generated Flange Format
If the user has set the Autogenerated Flange No. Format preference, each time the they click the Save and Continue button, the next flange in the series will be initiated.
Below is an example of a first flange.
With this preference set, each time the user clicks Save and Continue, the next joint in the sequence will be initiated as shown in the images below.
When the final flange in the sequence has been created click the Save button. The New Flange form will close and the new flanges will all display in the register.
5 – Add flanges to other workpacks
There is a dedicated icon for moving individual – or multiple – flanges from one workpack to another. Select a flange(s) in the register and click the Add to Pack icon.
The Select Workpack window will open, displaying all available workpacks.
Select the workpack you wish to add the flange(s) to and click Select. The window will close and the flanges will now have been transferred to the selected workpack.
6 – Bulk Edit
6.1 – Edit Flange Information of Multiple Joints
The most important fields of flange form can be edited in bulk – in one operation – which can save the user a great amount of time.
Click the left-hand side checkboxes to select multiple flanges which you wish to edit and then click the Edit Flange icon.
This will open the Bulk Edit window as shown below.
NOTE: Editing any fields within this window will affect ALL of the selected flanges.
For a field to be edited, the user must first select it’s checkbox.
As an example, to set all of the selected flanges’ Pipe Specifications click the Pipe Spec checkbox to activate the text box.
Next, input the pipe specification.
Now, when the user clicks the OK button, all of the selected flanges will have this pipe specification.
6.1.1 – Grouped Fields
Some fields are associated with each naturally and so the top-level field must therefore be activated in order to edit its child fields.
For example, to set the Module, Area and Sub-Area fields, click the Module checkbox which will activate all three PBS fields.
All three fields are now activated and to the user can select values from their dropdown options and then Save for all the selected flanges.
6.2 – Edit Custom Fields in Bulk
The bulk edit feature can also be used to edit any additional Custom Fields which the user has created.
In the example below, the fields Maximo Ref and Test Area are user-created Custom Fields. They therefore also display in the Bulk Edit form.
Click their checkboxes, input some values and save the changes.
These Custom Field values will be populated for all selected flanges, the same as with standard flange form fields.
