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Alarms & Audit-Trail (Tutorial) teaches you to:

  • Create alarm groups and items
  • Configure alarm conditions
  • Set up notifications
  • Enable audit trail for FDA 21 CFR Part 11 compliance

Prerequisites:

In this page:

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Alarms Tutorial | Concept | How-to Guide | FDA 21 CRF 11 | Reference



Create

Step 1: Configure Alarm Groups

  1. Navigate to Alarms → Groups
  2. Edit the groups:
CriticalWarning
  • Priority: 1
  • Acknowledgment: Required
  • Priority: 3
  • Acknowledgment: not required 
Define
  1. Verify pre-defined groups exist:


GroupAckRequiredLogEventsPriority
CriticalTrueTrueHigh
WarningFalseTrueMedium
AuditTrailFalseTrueHidden


Modify Critical group:

    • Open the ComboBox Sound field
    • Select Exclamation
    • Press Enter

Step 2: Create Alarm Items

  1. Go to Alarms → Items
  2. Create alarmsAdd high temperature alarm:
Low Level
PropertyValue
TagNameHigh TemperatureTag: Tank1_Temperature
  • Group: Critical
  • Condition: Greater than
  • Limit: 85
  • Message: Tank 1 temperature exceeds limit
    • Tag: Tank1_Level
    • Group: Warning
    • Condition: Less than
    • Limit: 10
    • Message: Tank 1 level low

    Configure Deviation Alarms

    For rate-of-change monitoring:

    • Name: Pressure_Deviation
    • Type: Deviation
    • Tag: Line_Pressure
    • Setpoint Tag: Pressure_Setpoint
    • Deviation: ±10
    • Time: 60 seconds
    .TankFarm/Tank1/Temp
    ConditionHiHi
    Limit85
    GroupCritical
    MessageTank 1 Critical Temperature: {Tag.TankFarm/Tank1/Temp}°C
    Priority100
    1. Add low level alarm:
    PropertyValue
    TagNameTag.ankFarm/Tank1/Level
    ConditionLo
    Limit20
    GroupWarning
    MessageTank 1 Low Level Warning
    Priority50

    Step 3: Configure Alarm Areas

    1. Navigate to Alarms → Areas
    2. Create hierarchy:
    • Plant
      • Production
        • Tank1
        • Tank2
      • Utilities
    1. Assign alarms to areas:
      • Return to Alarms → Items
      • Set Area = Plant.Production.Tank1 for both alarms

    Step 4: Enable

    Configure

    Audit Trail

    1. Go to Alarms → Global Settings
    2. In Audit Trail section:
      • Check Enable Audit Trail
      • Enable
    logging
      • options:
      Login/Logout: Yes
          • User Logon/Logoff
          • Tag Changes
      : Yes
    1. Alarm Acknowledgments: Yes
    2. Configuration Changes: Yes
    3. Alarm Summary Display

          • Operator Actions
          • Custom Messages
      1. Configure database retention:
        • Life Time: 2555 days (7 years for FDA compliance)

      Step 5: Create Alarm Display

      Create operator display:
      1. Navigate to
      1. Displays → New
      2. Name: AlarmMonitor
      3. Add AlarmViewer control from toolbox
      4. Configure properties:
        Show: Active alarms
          • List: OnlineAlarms
          • ShowAcknowledged: False
          • Columns: Time,
        Area
          • TagName, Message, Value
      5. ilter: By area or priority
      6. Allow: Acknowledge, silence
          • , Group
        1. Add AlarmArea control for navigation
        2. Save display

        Step 6: Test Alarms

        1. Start Runtime (Runtime → Startup)
        2. Open Alarms → Online
        3. Force tag values to trigger alarms
        4. Verify:
        5. Alarm appears in list
        6. Color coding correct
        7. Sound plays
        8. Email sent
        9. Runtime → Online Alarms
        10. Simulate alarm conditions:

        csharp

        // In Script Task or Watch Window
        @Tag.Tank1_Temp = 90;  // Triggers high temp
        @Tag.Tank1_Level = 15; // Triggers low level
        1. Verify in AlarmViewer:
          • Critical alarm shows red
          • Warning shows yellow
          • Sound plays for Critical
          • Acknowledge required for Critical
        2. Test acknowledgment:
          • Right-click Critical alarm
          • Select Acknowledge
          • Verify state change

        Step 7: Verify Audit Trail

        1. Change AlarmViewer List to AuditTrail
        2. Verify logged events:
          • User login
          • Alarm triggers
          • Acknowledgments
          • Tag changes
        3. Add custom message via script:

        csharp

        @Alarm.GlobalSettings.AuditTrail.AddCustomMessage(
            "Tutorial test completed by " + @Client.UserName
        );

        Next Steps

        • [Configure Email Notifications] - Set up SMTP
        • [Create Alarm Reports] - Historical analysis
        • [FDA Compliance Setup] - Full 21 CFR Part 11

        Step-by-step guide to configure alarm groups, conditions, notifications, and audit trail for operational monitoring and FDA compliance.


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