On the Parameter Group form, categorize parameters to be used for:
Data Entry - establish groups of monitoring parameters whose results are commonly entered at the same time.
Process Data Manager (PDM) - establish groups of parameters that have been mapped to tags whose monitoring results are collected at the same time and imported via the Process Data Manager.
Both Data Entry and PDM
The sections displayed on the Parameter Group form are based on the option selected for the group being established. All of the sections appear when the group is designated for data entry and PDM—subject to user security; element security applies to the Contact Types, Parameter Set, and Users sections.
Tip: If the data on the Parameter
Group form is read-only for an existing parameter group, the group
may be part of a Parameter
Set.
For instruction on parameter groups, click the following links or use the scroll bar to scan the page.
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Establish groups of parameters whose monitoring results are commonly entered at the same time on the Parameter Group form. Monitoring results for parameter groups are entered on the Parameter Group Data Entry form. For each parameter group:
Monitoring parameters from any level (entity, process unit, production unit, or emission unit) can be assigned.
A frequency with a recurrence pattern can be assigned for populating the monitoring Result Date fields on the Parameter Group Data Entry form.
The specific fields to be displayed on the Parameter Group Data Entry form can be defined.
The order in which monitoring parameters are displayed within the group can be specified.
Special data entry instructions or other descriptive information to be displayed on the Parameter Group Data Entry form can be added.
To further expedite the data entry process on the Parameter Group Data Entry form, parameter groups can be assigned to parameter master groups. Refer to Parameter Master Groups for additional information.
Assign a frequency with a recurrence pattern to a parameter group to enable functionality that can improve data entry accuracy on the Parameter Group Data Entry form. The frequency is used to determine expected intervals between monitoring results based on the recurrence pattern and the date/time of the last monitoring result entered. Interval dates and times are provided as options for the Result Date fields as an alternative to manually entering the date. For example, assume it is September 12, 2011, the recurrence pattern is Monthly, and the last monitoring result was entered on April 30, 2011 at 8:23:06 a.m. The following date/time options would be available for selection:
5/30/2011 8:23:06 AM
6/30/2011 8:23:06 AM
7/30/2011 8:23:06 AM
8/30/2011 8:23:06 AM
No future dates are provided. Consider the following when assigning parameter
group frequencies:
A recurrence pattern must be defined for the group's frequency.
The group's monitoring frequency can be different than the frequencies of the parameters assigned to the group.
The group's monitoring frequency overrides the frequencies of the parameters assigned to the group (for parameter group data entry only).
The frequency assigned to ALL of the parameter groups displayed on the Parameter Group Data Entry form must be the same. Otherwise, the frequency functionality will not be available.
If one of the parameter groups displayed on the Parameter Group Data Entry form has not been assigned a frequency, the frequency functionality will not be available.
Refer to Frequencies and Parameter Group Data Entry for additional information.
Users with appropriate permissions can specify which user login accounts have access to a particular parameter group in the Users section. The logged-in user is automatically added as an approved user login account when the group is created. User login accounts without access to a parameter group or without Parameter Group Administrator/Power User authorization cannot access the group on the Parameter Group Data Entry form. Parameter Group Administrator/Power User authorization is assigned on the User Manager form. Refer to User Security Management for additional information.
User access can also be specified by contact type in the Contact Types section on the Parameter Group form. All users with a contact type that has been associated with a parameter group will have access to that parameter group. Contact types are assigned to users in the Contacts section on the Enterprise Entity form and in the Assigned Enterprise Entities section on the User Manager form.
Tip: For data entry purposes, a user needs access to the
parameter group as well as the entity associated with the parameter group.
Access to the parameter group can be granted via the Users
or Contact Types section on the
Parameter Group form or via Parameter
Group Administrator/Power User authorization on the User
Manager form. Entity access is controlled by the Entity
Access security profile assigned to the user.
On the User Setting form, a user can define one or more default groups that will be automatically displayed on the Parameter Group Data Entry form when it is opened by the user. Just the groups the user has permission to access can be specified as default groups. Refer to Identifying Default Parameter Groups for additional information.
Parameter groups apply to the following Essential modules:
Air
Air Parameter Data Entry
Water
Water Parameter Data Entry
Compliance Manager - Compliance Parameter Management
Compliance Data Entry
Tip: In addition to establishing parameter groups and assigning
monitoring parameters on the Parameter
Group form, parameter groups can be assigned to a monitoring parameter
on the Parameter Definition form.
Just the parameter groups associated with the entity assigned to the monitoring
parameter are available for selection.
To enter parameter groups for data entry
Click Data
Entry > Parameter Information > Parameter Groups in the
Navigation Tree.
The Parameter Groups list appears.
Click the New
button.
The Parameter Group form is
displayed.
Select an enterprise Entity from the list and enter a parameter Group Name. The name must be unique per entity.
Add special data entry instructions or other descriptive information to appear on the Parameter Group Data Entry form in the Group Description/Data Entry Instructions field.
Select the Data Entry Only or Both option.
Select a monitoring Frequency
from the list. If the applicable frequency is not listed, click the
Ellipsis button and add it.
Note: Based on
the recurrence pattern established for the frequency selected, the
Frequency Pattern Effective Date
field is displayed when a date is required to determine the pattern
start date. The effective date is typically needed for relative patterns,
such as "every other Tuesday". Enter the effective date
or use the Calendar button
to select the date. Refer to Frequencies
for additional information.
Click Add
Parameters in the Parameter
Assignment section and select the parameters to be included
in the group by clicking the check box adjacent to each parameter.
Authorization to access the applicable parameter level (entity, production
unit, process unit, emission unit) on the Parameter
Definition form is required to assign a parameter to a parameter
group.
Click the Add
Parameters button.
Each parameter selected is displayed as a line item in the Parameter
Assignment section. Use the Edit
button adjacent to the line item to view the Parameter
Definition form. The Tag Name
link opens the Parameter Tag Mapping
form. Click the Delete button
adjacent to the line item to remove the parameter from the group.
Use the up/down arrows at the end of the line items in the Parameter Assignment section to change the order of the parameters, when applicable. The parameters will appear on the Parameter Group Data Entry form in the order listed.
Click the check box for each field to be displayed on the Parameter Group Data Entry form in the Data Entry Grid Configuration section. The Select All and Select None options are available to expedite the selection process.
At the very least, the Value and Unit options should be selected so monitoring results can be easily entered directly on the Parameter Group Data Entry form.
The Attachments option allows document links and attachments to be added via the parameter line items on the Parameter Group Data Entry form. When displayed, a Yes/No link indicates if links/attachments exist and provides access to the Document Links section.
The Deviations option allows potential deviations to be flagged and tracked via the parameter line items on the Parameter Group Data Entry form. Users that have been granted the appropriate security privileges can enter and validate deviation information on the Deviation Details form.
The Picklist Values option allows user-defined picklist values to be selected via the parameter line items on the Parameter Group Data Entry form. If the parameter has not been associated with a picklist, no data entry field will be displayed for the parameter. If the parameter has been associated with a picklist but no values have been entered for the picklist, the field will be displayed with no list values available for selection. Refer to User-Defined Picklists for additional information.
Click Add Users in the Users section to select users with permission to access the parameter group. A line item is automatically established for the logged-in user.
Select the users with permission
to access the parameter group by clicking the check box adjacent to
each user's name and clicking the Add
Users button.
Each user selected is displayed as a line item in the Users
section. Click the Delete
button adjacent to the line item to remove the user from the group.
Click Add Contact Types in the Contact Types section to select contact types with permission to access the parameter group.
Select the contact types with permission
to access the parameter group by clicking the check box adjacent to
each type's name and clicking the Add
Contact Types button.
Each type selected is displayed as a line item in the Contact
Types section. Click the Delete
button adjacent to the line item to remove the contact type from the
group.
See To Enter Parameter Groups for PDM when the Both option has been selected to enter notification contacts. Otherwise, continue to step 16.
Click the Save button on the form.
Repeat steps 2 through 16 to add other parameter groups.
Tag values are imported based on the entity and parameter group. Establish groups of parameters that have been mapped to tags whose monitoring results are collected at the same time on the Parameter Group form. For each parameter group, monitoring parameters from any parameter level (entity, process unit, production unit, or emission unit) can be assigned.
Users with appropriate permissions can specify which user login accounts have access to a particular parameter group in the Users section. User login accounts without access to a parameter group or without Parameter Group Administrator/Power User authorization cannot access the group in PDM-related forms, browse views, and form field lists. Parameter Group Administrator / Power User authorization is assigned on the User Manager form. Refer to User Security Management for additional information. User access can also be specified by contact type in the Contact Types section on the Parameter Group form. All users with a contact type that has been associated with a parameter group will have access to that parameter group. Contact types are assigned to users in the Contacts section on the Enterprise Entity form and in the Assigned Enterprise Entities section on the User Manager form.
The Require Import Approver option is available to specify whether any parameter results imported for the group will need approval before they are actually transferred to your Essential database. Parameter group import approvers are assigned by entity and are authorized to approve pending parameter results. Approvers are also permitted to override parameter results prior to approval. A link to the Parameter Group Import Approver form is available on the Parameter Group form.
In the Notification Contacts section, identify the contacts who are to receive automatic email alerts for the parameter group. One or more contacts can be designated for each type of notification. The contact's email address provided in the contact and personnel record populates the recipient field and the email notification-related configuration file setting identifies the email sender.
Success - a notification message is sent when a manual or automatic batch import occurs.
Failed - a notification message is sent when a manual or automatic batch import has been imported with errors.
Rule Notifications - if a rule has been configured to generate an event-driven type of notification, a message is sent when an operation associated with a parameter-to-tag mapping relationship is executed during the PDM PI process.
Pending Approval - a notification message is sent when there are parameter results requiring review.
Submitted for Approval - a notification message is sent when parameter results have been submitted for approval.
A link to the Import Scheduler is available to establish a schedule of process data import jobs that run automatically according to the schedule configuration. Click the Schedule Automatic Import button. Jobs are set up based on the entity and parameter group. Refer to Process Data Manager Imports for additional information.
The Imports section provides a list of all active imports for the parameter group. The batch start and ends dates are provided along with the import date. Click the Review link to view batch records on the Parameter Group Import Review form or click the Log Report link to access the Parameter Group Log report.
To enter parameter groups for PDM
Click Data
Entry > PDM Configuration > Parameter Groups in the Navigation Tree.
The Parameter Groups list appears.
Click the New
button.
The Parameter Group form is
displayed.
Select an enterprise Entity from the list and enter a parameter Group Name. The name must be unique per entity.
Add a description in the Group Description/Data Entry Instructions field.
Select the PDM Only or Both option and select the Require Import Approver option when applicable.
Click Add
Parameters in the Parameter
Assignment section and select the parameter-to-tag mapping
relationships to be included in the group by clicking the check box
adjacent to each parameter.
Authorization to access the applicable parameter level (entity, production
unit, process unit, emission unit) on the Parameter
Definition form is required to assign a parameter to a parameter
group.
Click the Add
Parameters button.
The parameter for each mapping relationship selected is displayed as
a line item in the Parameter Assignment
section. Use the up/down arrows at the end of the line items to change
the order of the parameters, when applicable. Use the Edit
button adjacent to the line item to view the Parameter
Definition form. The Tag Name
link opens the Parameter Tag Mapping
form. Click the Delete button
adjacent to the line item to remove the parameter from the group.
Click Add Notification Contacts in the Notification Contacts section and select the contacts to receive automatic email alerts by clicking the check box adjacent to each contact.
Click the check box for each type
of notification the contact is to receive and click Add
Notification Contacts.
Each contact selected is displayed as a line item in the Notification
Contacts section. Click the Edit
button adjacent to the line item to change existing notifications.
Click the Delete button to
remove the contact.
See To Enter Parameter Groups for Data Entry when the Both option has been selected to configure the fields displayed on the Parameter Group Data Entry form. Otherwise, continue to step 11.
Click Add Users in the Users section and select the users with permission to access the parameter group by clicking the check box adjacent to each user's name.
Click the Add
Users button.
Each user selected is displayed as a line item in the Users
section. Click the Delete
button adjacent to the line item to remove the user from the group.
Click Add Contact Types in the Contact Types section and select the types with permission to access the parameter group by clicking the check box adjacent to each type's name.
Click the Add
Users button.
Each type selected is displayed as a line item in the Contact
Types section. Click the Delete
button adjacent to the line item to remove the type from the group.
Click the Save button on the form.
Repeat steps 2 through 15 to add other parameter groups.
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