Individual drawing files can be uploaded to the Drawings Register which holds all the drawing files for a project.

Navigate to the Drawings Register and click the Add icon.

This will open the New Installation Drawing window.

For Projects which have multiple constituent installations, select the applicable installation from the dropdown bar.

Next click the Select File icon which will open a browser window.

Select the required drawing file which will then automatically display in the File field.

The Number, Name and Revision fields beneath it are entered manually by the user to give further details about the drawing content and its current revision.

The revision field becomes important should users need to update drawings for more current revisions.

The drawing must be identified as being either an Isometric (ISO), a P&ID or ‘Other’ in cases where the drawing is neither one of these options, for example approach drawings, routing maps or any other type of schematic.

Select one of these three drawing type options.

In the special case of uploading an Isometric drawing, the isometric drawing file can be assigned to a Parent P&ID from the Drawings register.

Select drawing type Isometric and the Parent P&ID field will become selectable, listing all available installation P&IDs.

This option to assign a parent P&ID to an isometric drawing carries some benefits within Flange Management drawing editing and for Leak Testing. For example; if a flange joint tag or item tag is marked-up on an isometric drawing, then it will automatically be linked with the parent P&ID.

Also, when a parent P&ID is used in Leak Testing, all ‘child’ isometric drawings can be listed automatically.

To import a folder of drawing files, click the Import icon within the Drawings tab:

This will open the Drawing Importer as shown below, which operates in much the same way as for importing individual drawing files.

Begin searching for drawing folders by clicking the Select Folder icon.

In the Browser window which opens, search for and select a drawing folder then click OK:

The folder’s directory location will display in the Input Directory field:

NOTE: At any time, the user can ‘re-browse’ if they wish to select a different folder, or if following one successful import, they wish to import more drawing folders within the same ‘import session’.

Select the file type [P&ID, Isometric or ‘Other’] to assign to these drawing files and click the Check Format button.

This will assign the chosen file type to all of the drawing files.

NOTE: The user may click the Check Format button any as many times as they wish, as it performs no real function beyond allowing the user to see the effect that their current Field Separators and File Type selections have on the cells in the table.

Once the user is satisfied with the format of the data in all columns, click the Import button. More detail on using the Form input options is provided in the remainder of this instruction.

Once the drawing import is complete, the Imported status will change from False to True.

Close the importer and the new files will now be visible in the Installation Drawings window.

The drawing importer uses ‘field separators’ (specified keyboard characters) to distinguish between the drawings’ unique identifying segments, ‘fields’, and their revision numbers. This becomes useful when drawings are being updated for their newer drawing revisions.

In the example below, by specifying the characters – (hyphen), _(underscore), ‘ ‘ (SPACE) and . (full stop), the importer recognises these as the field separators, and so can use them to distinguish the separate fields of the drawings’ numbers.

The fields separators in the image above will identify the separate fields of each drawing below as follows:

Consider the drawing number: CV-0006_PI-IS.3221 C1

Using all 4 separators this would split into 6 tokens: CV, 0006, PI, IS, 3221 and C1

If only ‘_’ and ‘-‘ were used there would be 4 tokens : CV, 0006, PI and IS.3221 C1

As the Revision Field Number has been identified as ‘Last’ in the screenshot image above, the importer understands that the last field in each of the drawings is therefore the revision number.

Simply as a further example, the field number 4 has been specified as the revision field below:

Assigning field separators to drawings at the import stage is extremely useful when ‘up-reving’ drawings to more current revisions.

The Drawing Importer can also be configured to assign drawing file types (ISO/PID/Other) by recognising aspects of the filenames using the From File Name options.

In the example below, the identifier of “601” denotes that the drawing file is a P&ID, and so the importer assigns this drawing type to the file and it is imported as a P&ID accordingly.

At the same time, the identifier “TLM” is denoting that all file names containing those characters are Isometrics and are allocated ISO in the Drawing Type column.

As some drawing files may be neither Isometrics or the P&ID file type, the user may select the ‘Other’ file type option for them instead.

Following the import, all three drawing file types (ISO, P&ID and Other) display in the TYPE column of the Installation Drawings register.

The Update function can be used at any time to:
– edit the details of installation drawings,
– replace a drawing file itself for an updated revision.

The ability to replace the drawing file is useful in that all drawing mark-ups will be retained while the underlaying drawing is replaced with a more recent revision of the drawing.

Select an installation drawing and click the Update icon to open the Change Installation Drawing window.

This window contains all the information specified when the drawing was uploaded.

Click the Select File icon to open a browser window and then search for the new drawing file.

In the example below, the drawing of revision C01 is being replaced by the drawing of revision C02.

The selected file will be updated in the File field as shown below. (‘C02’ has been highlighted for clarity.)

At this point the user should update all other information, for example the Revision field, and any applicable Notes.

Click Save to update the drawing in the Installation Drawings register.

Individual or multiple installation drawings can be opening in a viewing window prior to editing.

Upon selecting an installation drawing, a thumbnail preview will display in the info panel on the right-hand side.

To enlarge the drawing within the preview window, use the Zoom In/Out buttons. To return to a full-window view of the drawing, clicking the ‘Centre Drawing’ icon.

Fully open the drawing in a simple ‘Read-only’ window by selecting the Read Only option.

This is an effective way to inspect the base installation drawing, without any joint tag mark-ups. Use the mouse wheel to zoom in/out and click-and-drag the drawing using the mouse left-click. Close the viewer by clicking the top-right ‘X’.

4.1.1 – Viewing Multiple Installation Drawings

Returning to the main installations drawing grid, users can view multiple drawings together within a single pop-out drawing window.

Select any number of drawings by using the checkboxes on the left of the register, then click the Open in New Window icon.

As in the above image, thumbnails of the selected drawings can be clicked on and viewed in the main drawing pane for closer inspection. Use the scrollbar if many thumbnails are included.

To create joint tags and other mark-up items on drawings, a drawing must be opened in the v3.1 Drawing Editor. This new drawing editor has all the drawing tools as the previous GD Viewer/Editor, plus some additional new features which will be covered below.

In the drawing preview toolbar click the Edit option.

The drawing will open in the v3.1 editor.

Below are some of the top-level groups of mark-up tools.

4.2.1 – Flange Tag Mark-up Functions

Marking up joint tags on the drawing. These may be either:

– tags for flange joints currently existing in the register, or

– brand new joints that can be created within the open drawing editor window.

4.2.2 – General Mark-up Functions

The groups of icons on the left in the editor allow the user to:
– draw generic shapes (circles, squares etc),
– create text boxes which can be placed on the drawing,
– place images/photographs of various formats (png, jpeg, tiff) on the drawing.

4.2.3 – Style Icons

The toolbar at the top of the editor contains style icons which can be used to set colours, line styles (solid lines, dashed lines etc), and set the fonts and alignments of text within text boxes.

4.2.4 – Layers Selector

Within the v3.1 editor the user may turn on/off ‘layers’ of drawing mark-ups. This enables them to view all mark-ups on the drawing which have been made from within other FM workpacks, or from non-Flange Management workpacks such as Leak Test workpacks.

Joints which already exist in the joint register may be marked up on installation drawings.

Click the Add Existing Flange icon and then click on the location on the drawing where you wish to place the pointer dot of the tag.

The Select Item window will open.

The right-hand column displays the complete contents of the flange register, i.e., every flange in the installation. The left-hand column contains Pending Joints which have been explicitly linked to the currently open drawing via the Edit Flange/Specification form, but which are not yet physically marked up on the drawing.

Select a joint tag to place on the drawing

Choose the required flange joint from the list and click Select. This Select Item window will close and the joint tag will appear on the drawing in the specified location.

In the same way, users may add Pending Joint tags from the left-hand column.

Highlight the pending flange you wish to place on the drawing and click Select. The tag will then display on the drawing.

4.3.1 – Joint Tag Colours

The colour of the joint tag represents the current activity-cycle status of the joint.

An Assembled joint for example, will display with a RED tag, whereas a Leak Tested joint tags will display with a GREEN tag.

Assembled joint:

Leak Tested joint:

Joints which have a status of New are marked-up on a WHITE background:

The commonly used tag colours are as follows.

IMPORTANT: users should SAVE the drawing regularly by clicking the Save icon. This is to prevent any changes being lost, should the editor close unexpectedly for example.

4.3.2 – Installation View vs. Workpack View

The above steps explain how to mark up joint tags onto installation drawings.

After adding joint tags to an installation drawing, the tag will often disappear from view immediately upon clicking the Save icon. This is because the tag has now been added to the FM workpack version of the drawing, whereas the user is still currently viewing the drawing as an installation drawing.

To illustrate this point, this flange joint FG-05694F6AT belongs to a Flange Management workpack (“44.M978.PKTT”).

The tag firstly appears on the drawing as above, however upon pressing the Save icon, the tag disappears from view.

In order to display the joint tag, the user must now use the overlay ‘Layers’ functionality.

4.3.3 – Marker Dot Area

The user may wish to include other features surrounding the joint tag. This can be achieved by drawing a rectangular ‘envelope’ around the tag’s marker dot.

When clicking on the drawing hold down the mouse button, drag the mouse over the drawing features that are to be included, for example the pulsation dampener in the image below. A temporary dashed-line box will display as shown below.

Select the joint from the select Item window as above, and once the required flange joint has been selected, a solid-line box will surround the tag’s marker dot.

New flange joints can be created and fully specified from within the drawing editor. When the user creates new joints in this way they are marked-up on the drawing and added to the joint register at the same time.

Click the Add New Flange icon and click a location on the drawing where you wish to place the tag.

Upon clicking on the drawing the New Flange Specification form will open.

Complete the flange specification form, click the Save icon and the joint tag will immediately display on the drawing.

The user may SAVE the drawing at this point if they wish and this new joint will be visible in the joint register.

The new joint is now associated with this particular drawing (a P&ID in this above example) and this is indicated in the appropriate WAPIV column in the joint register.

The WAPIV columns in the register help display further information about the flange joints. With regards to drawings, the columns ‘P’ and ‘I’ represent P&ID drawings and Isometric drawings respectively, and they can show that:
– the flange joint is simply-associated with a drawing, and
– a joint tag for the joint is actually marked-up on that drawing.
Newly-created joints and joints with no drawing associations will have no symbols in either the P or the I columns, as shown below.

4.6.1 – Simple Joint-to-Drawing Association

By editing a joint and selecting a P&ID drawing, the ‘P’ column will display a circle which indicates that the joint is now associated with an installation P&ID.

If the user inspects the drawing using the drawing editor now, the joint will display as a Pending joint (see section 3.4.3).

Repeating this process for an Isometric drawing will similarly display a circle in the ‘I’ column.

4.6.2 – Marking Up Flange Tags on Drawings

The P and I columns also indicate if a joint’s tag is physically marked-up on a drawing.

If the user adds the joint’s tag to the associated P&ID (in this example), the ‘P’ column will display a ‘tick’ inside the circle.

Select the associated joint and save the drawing.

A tick inside the circle symbol in the P column indicates the joint is now marked up on the associated P&ID.

(Note: the register may need to be Refreshed to display the tick symbol.)

Similarly, if the joint is marked-up on an Isometric drawing, the ‘I’ column will also show this.

The different states of markup above can be changed at any point, and joint tags can be deleted from drawings, and their simple association with drawings can be cleared also. This will leave the WAPIV columns completely clear again.

To link drawings to other drawings, use the drawing editor’s PDF link feature. The linked drawing (Isometric or P&ID) could be another drawing in the same workpack which continues the pipework, or it could be a drawing in another FM or even non-FM workpack.

5.1.1 – Creating PDF Links

Open an installation drawing or a Flange Management workpack drawing in the editor and click the PDF link icon.

Click the location on the drawing where you wish to place the link and the PDF link window will open.

Select the workpack and drawing for the link should point to, enter any descriptive text and click OK to close the PDF link window.

The link will then display on the drawing. Just like other mark-ups, it can be moved around by clicking and dragging, or be re-sized using the ‘grab points’.

5.1.2 – Editing or Deleting PDF Links

The PDF link can be edited or deleted at any time within the drawing editor by selecting it and clicking the Edit/Delete icons.

When in any drawing View mode (either the right-hand side’s Drawing Preview panel or the Read-Only mode) clicking on a PDF link will open the linked drawing in a new window.

In the Drawing preview panel, the user can click the PDF link directly to open the linked drawing.

The link can also be opened via the Drawing Viewer (‘Read Only’) mode.

Clicking on the PDF link by either in the Drawing Preview or the pop-out Read-Only mode will open the linked drawing (below) in a new window.

Simple geometric shapes can be added to drawings to aid clarifications of any kind.

5.3.1 – Basic Shapes

Select the rectangle, triangle or ellipse/circle icons then click-and-drag on the drawing to create the shapes.

Use the grab points around the perimeter of the shapes to re-size and move shapes around the drawing.

5.3.2 – Polyline Tool

The polyline tool can be used to create continuous segmented lines on a drawing, and so can follow the changing directions of sections of pipeline for example.

Click the polyline tool and click on the start location of the polyline.

With each successive mouse-click, the line will drop an anchor ‘grab’ point, from where the user can change the direction of the next segment of the polyline.

When the final point is reached, double-click the mouse button to complete the polyline.

5.3.3 – Rectangle Tags and Text Boxes

Users can create specific Rectangle Tags and text boxes to describe features of interest.

Select the Rectangle Tag icon and click on the drawing to open the window. Enter some relevant text and click OK.

The rectangle tag will be placed on the drawing and both the tag and the ‘stalk’ can be re-positioned in the same way as shapes can be.

For large bodies of text which doesn’t require the ‘stalk’, select the Text Box icon and click on the drawing to open the window.

The text box can hold a maximum of 100 characters.

By default, basic shapes are styled with a red outline and with solid white fill colour.

5.4.1 – Change Shape Outline Colour

Select a markup shape, click to open the Line colour pallet and select the new line colour.

If no outline is required, select the ‘no outline’ option identified below.

5.4.2 – Change Shape Fill Colour

The fill colour for shapes and text boxes uses an identical colour pallet.

Select the shape/text box markup and choose a fill colour.

As with shape outline colours, user can select no-fill colour, which is useful if the underlying drawing needs to be visible.

5.4.3 – Shape Line Widths

Line widths of shapes and text boxes range on a scale of 1 – 10, with 10 being the thickest line width.

Select a shape and adjust the width using the Width slider as shown below.

5.4.4 – Create Custom Colours

Users may create custom colours for both the Fill and Line colour pallets.

Click the Add button in the Line/Fill menus then EITHER:

i) select colours and shade of colour using the colour ribbon and pallet, OR

ii) enter a standard hex code of a colour (reference: htmlcolourcodes.com)

and click Apply.

The colour will be saved the colour to the Fill/Line colour pallet.

Clicking Reset will restore the default colour panel.

5.4.5 – Line Styles

Lines and shape outlines are solid by default but can be changed to a selection of dotted or dashed lines as shown.

A selection of end caps – arrows, flags and circles (‘blobs’) – can be added to lines by selecting a line and assigning any of the end point styles.

Arrow at end of line:

Left flag:

End circle:

5.4.6 – Mark-up Opacity

Adjust the transparency of mark-up shapes setting their Opacity. The opacity scale ranges from 10 (virtually transparent) to 100 (solid colour) in increments of ten.

5.4.7 – Text Box Styling and Emphasis

Select the text Style and Font Size from the dropdown menus as shown.

Select from Bold, Italic or Underline options to apply emphasis to text boxes. The text below has been set to Italic with Underline.

Choose from both horizontal and vertical alignment of text.

Top and Left-aligned:

Bottom and Centre-Justified:

5.4.8 – Confirm/Reject Changes to Group-Selected Mark-up

When multiple mark-ups are group-selected (see section 3.5.6 Select Area tool), moving, re-sizing or styling them collectively will open the Confirm Transform dialog. Clicking Cancel will reject the move/re-size changes, while clicking OK will accept it.

Images can be pasted onto a drawing by clicking the Image tool which will open a browser window.

Browse and select the image file you wish to add and click OK to paste the image onto the drawing.

The image can be moved and re-sized using the grab points as with other mark-ups. The most common image file formats are supported including jpg, gif and png.

The drawing editor allows the user to group-select a number of mark-ups and manage them together.

Click the Select Area tool and using the mouse, click and drag the cursor over multiple mark-ups. Upon releasing the mouse button, all mark-ups within the area will be selected.

Group-selected mark-ups can be styled together in many ways and moved and re-sized as discussed earlier.

Clicking anywhere on the drawing outside the area will cancel this group selection.

Individual mark-up shapes, text boxes and even PDF links can be cloned exactly and distributed anywhere on a drawing. This is particularly time-saving tool if a highly styled mark-up has been created that is required in numerous locations on a drawing.

Click the Clone icon and then click on the mark-up to be cloned.

Click the drawing location you wish to create the cloned mark-up.

As mentioned above, PDF links can also be cloned. They retain the link functionality of the source PDF link and so can be used in the exact same way.

The Clone tool differs from the standard Copy and Paste tools mainly in that the clone tool allows the user to precisely choose anywhere on the drawing the duplicated mark-up will be placed. The Copy & Paste operation will only ever drop the duplicate mark-up beside the original mark-up.

Both the Drawing Preview panel and the Drawing Viewer pop-out window can zoom in to the joint tag of a currently selected flange joint. This feature saves the user having to visually scour a drawing for a particular joint tag, as some drawings may be heavily populated with flange tags and other mark-ups.

Select a joint in the flange register grid which has associated drawings.

Then select a drawing in the Drawings tab and click the Zoom to Selected icon.

Clicking this icon will zoom in closely to the joint tag which is currently selected in the register, in this case, FG-05684F6AT.

Users can perform the same zoom function in the Drawing Viewer window after opening the Open in New Window icon.

Zoom out or use the ‘Centre’ icon to view the whole drawing again.

The drawing preview window includes an Autozoom checkbox which can be toggled ON/OFF at any point.

When this is turned OFF, selecting a flange joint in the joint register and previewing any of it’s associated drawings will display the full drawing view as shown below.

If the user clicks the Autozoom checkbox to turn it ON, selecting a flange’s drawing will automatically zoom in close on the joint’s tag.

The drawing editor will also zoom in a selected joint’s tag when the user opens a drawing using the Open in New Window icon.

Installation drawings may be associated with multiple FM Workpacks, and so the feature called Overlay options or ‘Layers’ allows the user to view drawing mark-ups from other workpacks which are actually associated with the same base installation drawing.

Highlight a joint in the flange register grid and select a drawing from the Drawings tab.

Opening the Layers menu will show the Selected Flange(s) layer to be active, and so the selected joint tags (FG-05688F6AT in below example) will be displaying on the drawing.

Selecting the ‘Other’ checkbox will display any non-joint tag mark-ups, including lines, text boxes and links to other drawings, which have been added to the drawing from within the same workpack as the selected flange joint.

The exact same ‘Layers’ menu interface operates if a FM drawing is opened in the Drawing viewer.

Joint tags from multiple flange management workpacks can be viewed together on a drawing by activating their workpack layers.

The FM Workpack layer 31.019.MOBK is selected below whereby a joint tag FP-03226R5AK is now visible.

Joint tags and general mark-ups from other workpacks will always display opaquely on the drawing as can be seen with FP-03226R5AK above. This way they are easily identifiable as belonging to a different FM workpack.

This drawing below has five different FM workpack layers active, in addition to the Selected workpack.

Mark-up layers from non-FM workpacks for example Leak Testing, Hydro Testing and Purge Packs can also be turned ON.

A Hydro Test pack HT-58436/74 and Leak Test pack LT-RR1012/33 layer of mark-ups are turned ON below. Consequently, the drawing now displays a leak test envelope (yellow lines), a vent path (cyan lines) and various circle tags.

Select and de-select ALL mark-up layers for a drawing by switching ON/OFF the ‘All’ checkbox.

PDF files can be created to display any combination of drawing mark-up layers. From either the Drawing Preview window or from the pop-out View Drawing window, apply any combination of mark-up layers and then click the Export With Markup option.

The generated PDF file will display the mark-up layers in a saveable PDF file format.

Drawing Reports for individual workpack drawings can be generated either with or without markups.

Select a FM workpack which contains some drawings in the drawings tab list.

Select one of the workpack’s drawings and it will display in the drawing preview window.

8.1.1 – Generate Workpack Drawing Reports WITHOUT Drawing Markups

To export a the underlying workpack drawing only, select the ‘Without markup’ option from the reports menu.

The underlying ‘base’ drawing will be generated and can be saved as a PDF file.

8.1.2 – Generate Workpack Drawing Reports WITH Drawing Markups

Open the Layers dropdown menu and select the workpack layers of interest. The drawing markups for those workpacks will then display on the drawing.

Select the workpack drawings report With Markup option.

The drawing report generated will display the flange tags and other markups from those selected workpacks only.

The drawing report can be renamed and saved as a PDF file.