The Parameter Group Import Review form is the interface to the data in the PDM (Process Data Manager) Staging table. It is a comprehensive view of parameter result data that includes:
Parameter Import Status, e.g., Pending Approval, Failed, Imported, etc.
Parameter identification details that include parameter type, unit name, parameter name, material qualifier, tag name, and material name.
Import date and time.
Parameter result information, such as the imported result, the prior result, and the deviation percentage between these two results; an indicator that shows whether the imported result has been validated and/or substituted based on rule application; override values and comments; approver ID, etc.
Data can be viewed by parameter group; several filtering options are available to display just a subset of the data. When applicable, the Parameter Group Imports Pending Approval Review and Parameter Group Imports Failed Validation Review browse views also provide access to the Parameter Group Import Review form with a subset of data based on import status. Review, override, discard, and approve pending parameter results on the form, as well as initiate the import of approved results to your Essential database or initiate the revalidation process. Comments are required when overriding a result or marking a result as missing.
For instruction on reviewing and approving parameter results, click the following links or use the scroll bar to scan the page.
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Review staging values (pending import) and parameter results (imported into Essential) in the last section on the Parameter Group Import Review form. Records are displayed in a hierarchical format with header rows for each unit and parameter included in the batch. Header rows provide record totals of current page only and expand/collapse capabilities of the current page in the hierarchical grid. Each individual parameter record is displayed as a line item. The Value field contains data that has not been imported into your Essential database yet (staging values). The Current Value field displays final parameter results already imported. One or more of the icons below identifies each record.
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Pending Approval |
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Manual Review |
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Ready For Import |
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Failed |
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Imported |
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Entity |
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Entity Material |
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Process Unit |
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Process Unit Material |
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Production Unit |
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Production Unit Material |
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Emission Unit |
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Emission Unit Material |
The icons below are also used to indicate if the parameter result is an invalid value, a substituted value, and/or a missing value.
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Invalid value |
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Substituted value |
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Missing Value |
Parameter results are flagged for review and approval when the change between the Prior Value and the Current Value is above or below the specified deviation percentage (default = 10%). The percentage value in the Deviation field is highlighted in yellow. Define deviation percentages on the Parameter Tag Mapping form.
When the Parameter Group Import Review form is opened, none of the records are automatically selected. If a record with a Failed import status is selected, the reason for the failure is also provided. The Expand All/Collapse All options are available for viewing the records listed in the selected page of hierarchical grid.
Tip: Hierarchical grid page size can be set in the application
config at: ‘ParameterGroupImportReviewGridRowsPerPage’.
Based on this value, the grid automatically limits the records displayed
per page and enables paging. For optimal performance, it is recommended
that a smaller number be specified.
Access the Parameter Group Import Review form by clicking Data Entry > Import Review and Approval > Parameter Group Import Review in the Navigation Tree and then clicking either the appropriate entity or parameter group link. The browse views for the Parameter Group Imports Pending Approval Review and Parameter Group Imports Failed Validation Review links in the Navigation Tree also provide access to the form. An option to Include Inactive imports is available on all browse views and an option to Hide Empty Batches is available on the Parameter Group Import Review browse view.
The Parameter Import Review form provides a summary of the import data for a specific parameter. The import date and time, parameter group, import status, and any override information are provided. Details about the parameter's tag mapping relationship are also included. The parameter group link provides access to the Parameter Group Import Review form. On the Parameter Import Review browse view is a total count of the values imported for the parameter.
To select a parameter result record on the Parameter Group Import Review form, click the check box adjacent to line item. Selected records are highlighted. A Select All/Select None option is available to help with the selection process. For example, to select or unselect a series of consecutive records, click the check box on the grid header.
To submit specific records for import, approval, or revalidation, the check box must be completed. Options are available to submit all records displayed in the Parameter Group Import section, which removes the need for check box completion.
Tip: To Import All Displayed Records / Submit for Approval All
Displayed Records button click will import or submit the list of records
being present only in the current page of hierarchical grid. Whereas Import
Selected Records/ Submit for Approval Selected Records will import or
submit all the selected records from all pages.
Several filtering options are available on the Parameter Group Import Review form to display a specific set of records within the selected batch. Data can be viewed for one or more of the Import Statuses:
Pending Approval
Manual Review
Ready For Import
Failed
Imported
The total number of records in the batch for each import status is displayed in parentheses following the status name when the status is selected.
The Record State options apply to the record's Current Value. One of the following option is available for filtering results:
Exclude Invalid Records
Exclude Substituted Records
Exclude Missing Values
The Existing Values options apply to the record's Current Value. One of the following options is available for filtering results:
Hide all entries with existing values
Show only entries with existing values
Do not filter on existing values (default)
One or more of the Parameter Types below can also be used to filter parameter result records.
Entity and Entity Material
Process Unit and Process Unit Material
Production Unit and Production Unit Material
Emission Unit and Emission Unit Material
Select the filtering options in the Parameter Group Filters section. The records are automatically filtered based on the selections.
For each parameter group, the Parameter Group Import Review browse view provides a count of the number of records that were successfully imported, failed the import process, are ready to be imported, are pending approval, and require manual review. Click one of the count links to open the Parameter Group Import Review form filtered to show just the records that are included in the count.
A simple line chart of the values that are included in an import batch for a specific parameter group can be viewed in the Parameter Group Chart section on the Parameter Group Import Review form. When the Parameter Group Import Review form is opened, the first drop-down item is automatically selected and charted. The parameter group drop-down list item selected is the one charted.
When the chart is displayed, move the mouse over a data point in the chart to view the actual value. All of the values for a parameter group in an import batch are plotted, regardless of any filters applied.
Tip: The Parameter Chart
analysis tool is available to plot Time Series data and/or Parameter vs.
Parameter data. A line, column, area, bubble, or point chart is available.
Click View Chart in the Parameter Group Batch Details section
to access the tool. The parameter group with the selected record is the
one charted. If records are selected in multiple parameter groups, the
last record selected determines which group is charted. Refer to Parameter
Charting for additional information.
Review, approve, override, revalidate, import, and discard parameter data residing in the PDM Staging table on the Parameter Group Import Review form. Just the reviewers authorized as an import approver for the parameter group can import results. Reviewers without approval authorization can edit the data, but must save and submit the data for approval. Refer to Parameter Group Import Approvers for additional information.
As parameter data is processed through the PDM, a Staging table record can be identified as an invalid, substituted, missing, BDL (Below Detection Limit), and/or deviation value. The following changes can be made:
An override can be made to the Current Value of a record. Enter the appropriate value in the Override Value field and enter an Override Comment to complete the override.
When the PDM Rule Engine applies rule definitions to PDM data, the Text Value field can be populated with rule-specific entries in the event defined conditions are satisfied. Edits can be made to existing entries and data can be entered into empty Text Value fields prior to import or revalidation. Any Staging table entries also populate the Comments field for data entry results when the data is imported into your Essential database.
BDL flags and values can be set when data is evaluated by the PDM Rule Engine. Changes can be made by selecting or clearing the BDL check box. An Override Comment is required to complete the BDL updates. Reviewers without approval authorization cannot enter BDL adjustments.
Tip: To edit the record in the hierarchical
grid, click 
Edit
adjacent to line item and you must click 
Save for change persistence. Click
Undo
to discard the changes.
Discard invalid data points by marking the appropriate records as Missing and revalidate the batch so substitution rules can be applied. An Override Comment is required. If no substitution rules for missing data exist, the records will remain as missing. Any records marked as missing when a batch is imported to Essential will not be imported. Reviewers without approval authorization cannot mark a record as missing.
Comments/Text Value entries, Override Comments, Data Origin values, and Reason for Change entries can be updated for multiple records at one time. Select the records and click Edit Highlighted Records in the Parameter Group Import section. The Edit Highlighted Records window is displayed with an update option for comments/text value, override comments, data origins, and reasons for change. Click the check box adjacent to the applicable update option and make the edits. When an entry already exists for at least one of the selected records, an alert is displayed; the update will replace the existing entry.
Once your review, analysis, and data adjustments have been made, it may be necessary to Revalidate the import batch. The revalidation process moves the batch data (including updates) back into the Pre-staging table where the Frequency Expansion process is initiated, rules are applied, and the Staging table is populated with the results. All of the records in the batch are revalidated regardless of import status. Override comments are maintained throughout the revalidation process. Reviewers without approval authorization cannot initiate the revalidation process.
Note: The import status Ready For Import
is not updated to Imported for
records with no changes, thereby, allowing you to track the records that
actually needed to be imported.
The Parameter Group Batch Log report is available for review by clicking the View Log button in the Parameter Group Batch Details section. Track parameter result data, including all changes, from the Pre-staging table through Essential database population. Log data can be exported to Excel.
To review, approve, and
import parameter results
Click Data
Entry > Import Review and Approval > Parameter Group Import
Review in the Navigation Tree.
The Parameter Group Import Review
list appears.
Locate the parameter group to be reviewed and click the link to open the Parameter Group Import Review form.
Filter the records displayed by selecting one or more Import Status, Record State, Existing Values, and/or Parameter Type when applicable.
Edit any existing comments or data
in the Text Value field or
add new comments when applicable. A maximum of 255 characters are
available.
When the Rule Engine applies rule definitions to PDM data, the Text Value field can be populated
with rule-specific entries in the event defined conditions are satisfied.
Any Staging table entries also populate the Comments
field for data entry results when the data is imported into your Essential
database.
Tip: To enter the same value for multiple records at
one time, select the records and click Edit
Highlighted Records in the Parameter
Group Import section. Select the check box for the update option,
enter comments/value, and click OK.
Use the following guidelines to override a result:
Enter the accurate value in the Override Value field and required comments in the Override Comment field.
To enter override comments for multiple records at one time, enter the override values, select the records, and click Edit Highlighted Records in the Parameter Group Import section. Select the Update Override Comments check box, enter your comments, and click OK.
Results that are invalid can also be imported provided an override value and override comments are entered.
Use the following guidelines to adjust BDL designations:
To designate a value as BDL, click the BDL check box for the record and enter required comments in the Override Comment field.
To remove a BDL designation, clear the BDL check box for the record and enter required comments in the Override Comment field.
If there is no default parameter detection limit unit of measure, the parameter result's unit of measure is used for the value designated as BDL.
Reviewers without approval authorization cannot enter BDL adjustments.
Use the following guidelines to mark a record as missing (i.e., discard the record):
Select the record and click the Mark Highlighted Records Missing button in the Parameter Group Import section. Enter your comments and click OK or press Enter.
To mark multiple records as missing at one time, select the records and click Mark Highlighted Records Missing in the Parameter Group Import section. Enter your comments and click OK.
Revalidate the batch so substitution rules can be applied (see step 10). If no substitution rules for missing data exist, the records will remain as missing. Any records marked as missing when a batch is imported to Essential will not be imported.
Reviewers without approval authorization cannot mark a record as missing.
Select a Data
Origin and/or Reason for Change
from the list, when applicable.
To enter a value for multiple records at one time, select the records
and click Edit Highlighted Records
in the Parameter Group Import
section. Select the check box for the appropriate update option and
select the new value from the list. Click OK
to apply the updates.
Select a Picklist Value when applicable. A picklist with picklist values must be defined for the parameter. Refer to User-Defined Picklists for additional information.
Initiate the revalidation process
for the batch by clicking the Revalidate
All Records button in the Parameter
Group Import section.
The revalidation process moves the batch data (including updates) back
into the Pre-staging table where the Frequency Expansion process is
initiated, rules are applied, and the Staging table is populated with
the results. Reviewers without approval authorization cannot initiate
the revalidation process.
Using one of the following methods, designate the records to be imported into your Essential database:
Click the Import All Displayed Records button in the Parameter Group Import section to import all the parameter result records listed. Or, for reviewers without approval authorization, click the Submit for Approval All Displayed Records button.
Click the check box adjacent to each record to be imported and then click the Import Selected Records button in the Parameter Group Import section. Or for reviewers without approval authorization, click the Submit for Approval Selected Records button. A Select All/Select None option is available in the Parameter Group Import section to help with the selection process. Refer to Selecting Records for additional information.
