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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:

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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

      1. Go To Displays → List
      2. Create operator display
          • Operator Actions
          • Custom Messages
      1. Configure database retention:
        • Life Time: 2555 days (7 years for FDA compliance)

      Step 5: Create Alarm Display

      1. Navigate to Displays → New
      2. Name: AlarmMonitor
      3. Add AlarmViewer control from toolbox
      4. Configure properties:
        • List: OnlineAlarms
        • ShowAcknowledged: False
      Displays → New
    4. Add AlarmViewer control
    5. Configure:
    6. Show: Active alarms
        • Columns: Time,
      Area
        • TagName, Message, Value, 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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