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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

     Audit Trail

    1. Go to Alarms → Audit Trail
    2. Enable logging:
      • Login/Logout: Yes
      • Tag Changes: Yes
      • Alarm Acknowledgments: Yes
      • Configuration Changes: Yes

    Alarm Summary Display

    1. Go To Displays → List
    2. Create operator display
    • Displays → New
      • Add AlarmViewer control
      • Configure:
      • Show: Active alarms
      • Columns: Time, Area, Message, Value

    Test Alarms

  • Start Runtime
  • Open Alarms → Online
  • Force tag values to trigger alarms
  • Verify:
  • Alarm appears in list
  • Color coding correct
  • Sound plays
  • .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 Audit Trail

    1. Go to Alarms → Global Settings
    2. In Audit Trail section:
      • Check Enable Audit Trail
      • Enable options:
        • User Logon/Logoff
        • Tag Changes
        • Operator Actions
        • Custom Messages
    3. 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
      • Columns: Time, TagName, Message, Value, Group
    5. Add AlarmArea control for navigation
    6. Save display

    Step 6: Test Alarms

    1. Start Runtime (Runtime → Startup)
    2. Open Runtime → Online Alarms
    3. 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.

    Email sent


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