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Alarms & Audit-Trail tutorial (Tutorial) teaches how to configure alarm conditions, notifications, and audit trail for compliance. Learn to create alarm groups, define triggers, and set up logging for you to:

  • Create alarm groups and items
  • Configure alarm conditions
  • Set up notifications
  • Enable audit trail for FDA 21 CFR Part 11 compliance
.→ Tutorial | Concept | How-to Guide | Reference

Prerequisites:

In this page:

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What You'll Learn

  • Create alarm groups and items
  • Configure alarm conditions
  • Set up notifications
  • Enable audit trail

Prerequisites

  • Tags configured in UNS
  • Understanding of alarm priorities

    stylenone




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



    Step 1:

    Create

    Configure Alarm Groups

    1. Navigate to Alarms → Groups
    2. Add Verify pre-defined groups exist:


    GroupAckRequiredLogEvents

    Critical Alarms:

    • Name: Critical
    • Priority: 1
    • Acknowledgment: Required
    • Sound: Critical.wav
    • Color: Red

    Warnings:

    • Name: Warnings
    • Priority: 3
    • Acknowledgment: Optional
    • Color: Yellow
    Priority
    CriticalTrueTrueHigh
    WarningFalseTrueMedium
    AuditTrailFalseTrueHidden


    Modify Critical group:

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

    Step 2: Create

    Step 2: Define

    Alarm Items

    1. Go to Alarms → Items
    2. Create Add high temperature alarm:

    High Temperature:

    • Name: Tank1_HighTemp
    • Group: Critical
    • Tag: Tank1_Temperature
    • Condition: Greater than
    • Limit: 85
    • Message: "Tank 1 temperature exceeds limit"
    • Deadband: 2

    Low Level:

    • Name: Tank1_LowLevel
    • Group: Warnings
    • Tag: Tank1_Level
    • Condition: Less than
    • Limit: 10
    • Message: "Tank 1 level low"

    Step 3: 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

    Step 4: Set Up Email Notifications

    1. Navigate to Alarms → Groups
    2. Select group → Email settings:
    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

    Step 5: 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
        • Alarm Acknowledgments: Yes
        • Configuration Changes: Yes
      • Set storage:
        • Database: SQL Server
        • Table: AuditTrail
        • Retention: 365 days

    Step 6: Create Alarm Areas

    For plant organization:

    1. Alarms → Areas
    2. Create hierarchy:
    Plant/
      ??? Production/
      ?   ??? Line1/
      ?   ??? Line2/
      ??? Utilities/
          ??? Boilers/
          ??? Compressors/
    1. Assign alarms to areas

    Step 7: Test Alarms

    1. Start Runtime
    2. Open Alarms → Online
    3. Force tag values to trigger alarms
    4. Verify:
      • Alarm appears in list
      • Color coding correct
      • Sound plays
      • Email sent

    Step 8: Alarm Summary Display

    Create operator display:

    1. Displays → New
    2. Add AlarmViewer control
    3. Configure:
      • Show: Active alarms
      • Columns: Time, Area, Message, Value
      • Filter: By area or priority
      • Allow: Acknowledge, silence

    FDA 21 CFR Part 11 Setup

    For compliance:

    • Electronic signatures on acknowledgments
    • Audit trail cannot be disabled
    • User authentication required
    • Time synchronization enabled
    • Data integrity checksums

    Best Practices

    • Use consistent naming conventions
    • Set appropriate priorities (1-5)
    • Include clear messages
    • Test all alarm conditions
    • Document alarm philosophy
    • Regular alarm rationalization

    Next Steps

  • [Historian] - Store alarm history
  • [Reports Module] - Alarm reports
  • [Security Module] - User permissions
        • 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
      • 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.


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