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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 alarms:
High TemperatureLow Level
  • Tag: 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
  1. Add high temperature alarm:
PropertyValue
TagNameTag.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

 Audit

Trail

  1. Go to Alarms → Global Settings
  2. In Audit Trail section:
    • Check Enable
logging
    • Audit Trail
    • Enable 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
    Displays → New
    1. Add AlarmViewer control from toolbox
    2. Configure properties:
      • List: OnlineAlarms
    Show
      • ShowAcknowledged:
    Active alarms
      • False
      • 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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