User Guide

FactoryTalk® Batch View

Important User Information
Solid-state equipment has operational characteristics differing from those of electromechanical equipment. Safety Guidelines for the Application,
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WARNING: Identifies information about practices or circumstances that can cause an explosion in
a hazardous environment, which may lead to personal injury or death, property damage, or
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 Table of contents

Chapter 1

FactoryTalk Batch FactoryTalk Batch View security .......................................................................................7

View Overview Configure security for the FactoryTalk Batch View windows .............................8
Security for FactoryTalk Batch commands..............................................................8
Configure security for FactoryTalk Batch commands...................................9
Enable the FactoryTalk Batch View confirm settings................................. 11
Set the automatic logoff time period ...................................................................... 12
Change the logged-on user with your HMI .......................................................... 12
External security devices ........................................................................................... 14
Enable an external security device ................................................................... 15
Open FactoryTalk Batch View ........................................................................................ 16
Log into FactoryTalk Batch View ........................................................................... 18
FactoryTalk Batch View interface .................................................................................. 19
FactoryTalk Batch View toolbar ............................................................................. 20
FactoryTalk Batch View command buttons ......................................................... 21
FactoryTalk Batch View status bar ......................................................................... 22
Communication status for the FactoryTalk Batch Server and data servers ........... 22
View the Conversation Status of Data Servers dialog box ................................. 24
Communication status for the FactoryTalk Batch Server and Material Server .... 24
Process batches without the Material Server ........................................................ 25
Batch creation when the Material server is not communicating............... 25
Prompt to bind unit requirement ................................................................... 27
Manual unit binding .......................................................................................... 27
Prompt to bind a material phase step ............................................................. 28
Look up material information ......................................................................... 29
Phase control ....................................................................................................... 29
Reestablish communications with the Material server ....................................... 30
Held batches ........................................................................................................ 30
Reestablish communication with the Material Server on manual batches
................................................................................................................................ 30
System Configuration and Defaults dialog box ........................................................... 31
Modify the configuration of the FactoryTalk Batch View ................................ 31
System Configuration and Defaults dialog box - General tab ................... 32
System Configuration and Defaults dialog box - Signatures tab .............. 34
System Configuration and Defaults dialog box - Commands tab ............ 35
System Configuration and Defaults dialog box - Batch List tab ............... 36
System Configuration and Defaults dialog box - Hierarchical Step List
tab .......................................................................................................................... 37
System Configuration and Defaults dialog box - SFC View tab ............... 39
System Configuration and Defaults dialog box - Procedure Prompts tab
................................................................................................................................ 40
System Configuration and Defaults dialog box - Procedure Parameters
tab .......................................................................................................................... 41

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System Configuration and Defaults dialog box - Procedure Reports tab 43

System Configuration and Defaults dialog box - Procedure Binding tab 44
System Configuration and Defaults dialog box - Procedures Table tab.. 46
System Configuration and Defaults dialog box - Unit Procedures Table
tab .......................................................................................................................... 47
System Configuration and Defaults dialog box - Operations Table tab . 48
System Configuration and Defaults dialog box - Journal tab .................... 49
System Configuration and Defaults dialog box - Unacknowledged
Prompts tab ......................................................................................................... 50
System Configuration and Defaults dialog box - Alarm Summary tab ... 52
System Configuration and Defaults dialog box - Phase Control tab ....... 53
System Configuration and Defaults dialog box - Phase Summary tab .... 54
Column Display area ......................................................................................... 56
Change the selected font in the status bar ..................................................... 57
SFC Display area................................................................................................. 58
Batch List view .................................................................................................................... 58
Add a batch to the Batch List .................................................................................. 59
Remove a batch from the Batch List ...................................................................... 62
Add a comment to an electronic batch record ..................................................... 62

Chapter 2

FactoryTalk Batch Procedure as SFC window................................................................................................ 65

View windows Commands available in the Procedure as SFC window ..................................... 66
Procedural Hierarchy area ........................................................................................ 67
SFC area ....................................................................................................................... 67
Auxiliary Index view .................................................................................................. 68
Binding Requirements and Preferences view ................................................ 70
Unit requirements .............................................................................................. 70
Binding requirements ........................................................................................ 71
Binding requirement expression values.......................................................... 72
Binding preferences............................................................................................ 73
Binding preferences expression values ............................................................ 74
Procedure as Table window ............................................................................................. 75
Commands available in the Procedure as Table window ................................... 75
Recipe table area ......................................................................................................... 76
Event Journal window ....................................................................................................... 76
View the event journal after batch execution ....................................................... 77
Filter entries in an event journal.............................................................................. 77
Unacknowledged Prompts window ............................................................................... 78
Acknowledge a prompt ............................................................................................. 78
Acknowledge a material phase step prompt .......................................................... 78
Signature List window....................................................................................................... 79
Acknowledge a signature........................................................................................... 79
Set parameter signature overview ............................................................................ 80
Command signature overview ................................................................................. 81
Additional signature request types.......................................................................... 82
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Signature request cancellation ................................................................................. 83

Signoff failures............................................................................................................. 83
Phase Control window...................................................................................................... 83
Process Cell or Unit Display area ............................................................................ 85
Phase List Display area .............................................................................................. 86
Phase Specific Information Display area ............................................................... 86
Command phases in the Phase Control window................................................. 87
Acquire a phase ................................................................................................... 88
Acquire a material phase ................................................................................... 89
Start a phase ......................................................................................................... 90
Acknowledge a prompt for a phase ................................................................. 90
Reset a phase ........................................................................................................ 91
Release a phase..................................................................................................... 91
Command a phase using AUTO mode ................................................................. 92
Semi-auto processing ................................................................................................. 93
Perform semi-auto processing .......................................................................... 94
Semi-auto phase processing ...................................................................................... 95
Perform semi-auto phase processing............................................................... 95
Arbitration window ........................................................................................................... 96
Acquire and release resources ................................................................................... 96
Alarm Summary window .................................................................................................. 97
View alarm messages .................................................................................................. 97
Clear failure messages ................................................................................................ 97
Phase Summary window ................................................................................................... 98

Chapter 3

Command a batch Start a batch ......................................................................................................................... 99

Hold a batch ...................................................................................................................... 100
Restart a batch................................................................................................................... 101
Abort a batch..................................................................................................................... 101
Stop a batch ....................................................................................................................... 102
Override an expression value.......................................................................................... 102
Force a transition to fire .................................................................................................. 103
Recipe modes..................................................................................................................... 104
AUTO recipe mode ................................................................................................. 104
SEMI-AUTO recipe mode .................................................................................... 105
MANUAL recipe mode .......................................................................................... 105
Timer procedure modes .......................................................................................... 106
Place a batch in AUTO mode ....................................................................................... 107
Semi-auto processing ....................................................................................................... 108
Perform semi-auto processing ................................................................................ 108
Place a batch in MANUAL mode ................................................................................ 109
Command timer steps ..................................................................................................... 110
Reset a timer step ...................................................................................................... 110
Force a timer step to complete ............................................................................... 110
Change the setpoint of a timer step ...................................................................... 111
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Perform an active step change ........................................................................................ 111

Manual binding ................................................................................................................ 113
Perform manual binding ......................................................................................... 114
Material binding ............................................................................................................... 114
Perform material binding........................................................................................ 115
Prompted binding ............................................................................................................ 115
Perform prompted binding .................................................................................... 116
Disconnect a phase ........................................................................................................... 116
Cross invocation ............................................................................................................... 118
Perform cross invocation ........................................................................................ 119

Chapter 4

Troubleshoot batch Legal Notices ..................................................................................................................... 127

issues

Index

Legal Notices

6 Rockwell Automation Publication FactoryTalk Batch View User Guide - February 2017
 Chapter 1

FactoryTalk Batch View Overview

The FactoryTalk Batch View is used to initiate and execute FactoryTalk Batch
automation processing. The FactoryTalk Batch View secured objects are located in
the FactoryTalk Diagnostics and are modified using the FactoryTalk
Administration Console. A system administrator can customize the FactoryTalk
Batch View security to meet the needs of the facility. The FactoryTalk Batch View
is used in conjunction with a Human-Machine Interface (HMI).

See also

FactoryTalk Batch View security on page 7

Open FactoryTalk Batch View on page 16

FactoryTalk Batch View interface on page 19

System Configuration and Defaults dialog box on page 31

Batch List view on page 58

FactoryTalk Batch Security for the FactoryTalk Batch View is implemented using the FactoryTalk
Security product policy settings defined in the FactoryTalk Directory. The system
View security administrator must configure FactoryTalk Security prior to using the FactoryTalk
Batch View. Instructions for configuring security are in the FactoryTalk Batch
Administrator Guide.

Any FactoryTalk Security user with the appropriate permissions can log on or off
of the FactoryTalk Batch View. The FactoryTalk Batch View can be configured to
require user authentication each time a command is issued. Users can log on or off
of the FactoryTalk Batch View without stopping or exiting ANY application. The
FactoryTalk Batch View security can automatically log off the current user if the
FactoryTalk Batch View is inactive for a period of time. Commands sent to the
FactoryTalk Batch Server from the FactoryTalk Batch View are logged in the
electronic batch record along with the name of the user who initiated the
command.

See also

Enable the FactoryTalk Batch View confirm settings on page 10

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 Chapter 1 FactoryTalk Batch View Overview

Configure security for To tighten security for a FactoryTalk Batch View window, remove the All Users
the FactoryTalk Batch group from the corresponding product policy and then add the necessary user
accounts.
View windows
To configure security for the FactoryTalk Batch View windows:

1. Open the FactoryTalk Administration Console and log on to the

appropriate FactoryTalk Directory.

2. Expand System > Policies > Product Policies > Batch > BatchView &
ActiveX.

3. Right-click View and then select Properties.

4. Select the policy setting you want to configure and then click the
corresponding browse button.

5. In the Configure Securable Action dialog box:

• Select a user or group and then click Remove.

• Allow/deny a user or group access to the feature by selecting or clearing
the corresponding check box and then clicking OK.
Tip: Product policies do not inherit security settings. When specifying
permissions for product policies, clearing both the Allow and Deny check
boxes denies access to the product feature.

• Add a user account or user group by clicking Add. This option displays
the Select User and Computer dialog box.

6. In the Select User and Computer dialog box you can:

• Select a user, user group or computer and then click OK.

• Click Create New to create and then add a new user, user group or
computer group.

7. Click OK to close the View Properties dialog box.

Tip: Restart FactoryTalk Batch components to update changes made in the

FactoryTalk Directory.

See also

FactoryTalk Batch View security

Security for Configure FactoryTalk Security to require user confirmation for batch commands
FactoryTalk Batch and phase commands. A command that has the confirm feature enabled does not
execute until the user account is validated in the Log on to Confirm User dialog
commands box.

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To enable the Confirm feature, configure the FactoryTalk Batch product policy
for the command and then set the associated <Command> Confirm policy setting
to True. These policy settings are defined in FactoryTalk Directory for each
command button within FactoryTalk Batch View and every phase command
issued from the Phase Control window.

Tip: When the Confirm feature is enabled for a command,

only active user accounts assigned to the Command are
allowed to execute the command. Users validated in the
Log on to Confirm User dialog box are not logged on to
FactoryTalk Batch View.

The <Command> Confirm policy settings are found in the following locations:

• FactoryTalk Directory\Local | Network\

System\Policies\Product Policies\Batch\BatchView and
ActiveX\Commands

• FactoryTalk Directory\Local | Network\

System\Policies\Product Policies\Batch\BatchView and
ActiveX\Phase Commands

See also

FactoryTalk Batch View security

Configure security for FactoryTalk Batch commands on page 9

Configure security for To allow only specified users to issue commands against a batch or a phase, add
FactoryTalk Batch the appropriate users or user groups to the Command or Phase Command policy
commands setting. Then remove or restrict the All Users group.

To configure security for FactoryTalk Batch commands:

1. Open the FactoryTalk Administration Console and log on to the

appropriate FactoryTalk Directory.

2. Expand System > Policies > Product Policies > Batch > BatchView &
ActiveX.

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 Chapter 1 FactoryTalk Batch View Overview

3. Right-click Commands and then select Properties.

4. Select the policy setting to configure and then select the corresponding
browse button.

5. (optional) In the Configure Securable Action dialog box:

• Select a user or group and then select Remove.

• Allow or deny a user or group access to the feature by selecting or
clearing the corresponding check box and then selecting OK.
• Add a user account or user group by selecting Add. This option displays
the Select User and Computer dialog box.

6. (optional) In the Select User or Group dialog box:

• Select a user, user group, computer, or computer group and then select
OK.
• Select Create New to create and then add a new user, user group,
computer, or computer group.

7. Select OK to close the View Properties dialog box.

Tip: Restart all FactoryTalk Batch components to update security changes

made in the FactoryTalk Directory.

See also

Security for FactoryTalk Batch commands on page 8

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Enable the FactoryTalk If specific users and/or groups are assigned to a batch command or phase
Batch View confirm command and the corresponding Confirm policy setting is enabled, only the
settings specified users are allowed to issue the command. All commands in FactoryTalk
Batch View have a command confirmation option. If confirm is enabled for a
command, that command is not issued until a user with the appropriate
permissions is validated using the Log on to Confirm User dialog box. Users
validated in the Log on to Confirm User dialog box are not logged in to the
FactoryTalk Batch View.

To enable the FactoryTalk Batch View confirm settings:

1. Open the FactoryTalk Administration Console and log on to the

appropriate FactoryTalk Directory.

2. Expand System > Policies > Product Policies > Batch > BatchView &
ActiveX.

3. Right-click Phase Commands (or Commands) and then select Properties.

4. Scroll to the BatchView and ActiveX - Phase Commands (or

Commands) - Confirmations policy settings. Select the policy setting and
then click the corresponding drop-down list box.

5. Select True to require a user log on each time the command button is
clicked. Select False if no log on is required.

6. Click OK.

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Tip: Restart all FactoryTalk Batch components to update changes made in the
FactoryTalk Directory.

See also

Security for FactoryTalk Batch commands on page 8

Set the automatic logoff time period on page 12

Change the logged-on user with your HMI on page 12

External security devices on page 14

Set the automatic Configure a specified period of inactivity before logging off a user using
logoff time period FactoryTalk Batch View security. FactoryTalk Batch View uses the Windows
screen saver activation to send a log off message. If the Batch List window of
FactoryTalk Batch View is the top window in your system when the screen saver
activates, FactoryTalk Batch View logs off the current user, the status bar displays
No authenticated User, and FactoryTalk Batch View continues to run.

To set the automatic logoff time period:

1. Right-click the Windows desktop.

2. From the shortcut menu, select Properties.

3. From the Display Properties dialog box, click the Screen Saver tab.

4. Select a screen saver from the list, and then enter the automatic log off time
period in the Wait box.

5. Click OK to return to the desktop.

See also

Security for FactoryTalk Batch commands on page 8

Change the logged-on user with your HMI on page 12

External security devices on page 14

Change the logged-on Configure your human-machine interface (HMI) to notify FactoryTalk Batch
user with your HMI View to change the logged on user. The HMI sends a user name and password so
the FactoryTalk Batch View can attempt to log on the specified user.

A Component Object Model (COM) component was created to log on and off of
FactoryTalk Batch either programmatically, or by using an HMI. The following
example, created in Visual Basic, is one way to implement external log-ons using
the COM component.

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To change the logged-on user with your HMI:

1. In Visual Basic, create a new project and add a reference to the

BatchViewUser 1.0 Type Library.

2. Create a Visual Basic form that allows a user to enter a user name and a
password.

3. Add two Command buttons, one for user log-ons and another to log off.
Here is an example of a Visual Basic form:

4. Create a new COM object and add code to support the log on functionality.

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 Chapter 1 FactoryTalk Batch View Overview

The following code sample demonstrates how to create a COM object in

Visual Basic that is used for logging on and off of FactoryTalk Batch View.

5. Save the project and make an executable file.

6. Run the executable to log users on and off of FactoryTalk Batch View.

Tip: DDE is not a supported communication protocol with the FactoryTalk

Batch suite of products.

See also

Security for FactoryTalk Batch commands on page 8

Set the automatic logoff time period on page 12

External security devices on page 14

External security Use an external security device, such as a retinal scanner, with the FactoryTalk
devices Batch View. You must use a .dll with a function that collects the user name and
password. When the FactoryTalk Batch View security prompts the user for user
name and password, your .dll is called. Your function is expected to copy the user
name to <USERNAME> and the password to <PASSWORD>. The size limit on
each of these is 1023 bytes.

The following is an example of a function that would return the user name and
password to the FactoryTalk Batch View:

int <func>(char username, char password)

return code of 0 == SUCCESS

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 FactoryTalk Batch View Overview Chapter 1

Any value other than 0 is an error and an entry is recorded in the Batchvew.log file.
If the .dll fails to load, the function is not found in the .dll, or the function causes
an exception, the log on mechanism is disabled. The standard logon dialog box
must then be used.

The FactoryTalk Batch Equipment Editor and FactoryTalk Batch Recipe Editor
also support an external security device. The product policies used to configure an
external security device for the FactoryTalk Batch Equipment Editor and
FactoryTalk Batch Recipe Editor are created in the following FactoryTalk Local
Directory locations.

• System > Policies > Product Policies > Batch > Equipment Editor >
Configuration > Options - External Login
• System > Policies > Product Policies > Batch > Recipe Editor >
Configuration > Options - External Login

See also

Enable an external security device on page 15

Security for FactoryTalk Batch commands on page 8

Change the logged-on user with your HMI on page 12

Enable an external security Use the FactoryTalk Administration Console to modify the required security
device policy settings for enabling an external security device. These policy settings are
located in the FactoryTalk Local Directory.

To enable an external security device:

1. Run the FactoryTalk Administration Console and log on to the Local

Directory.

2. Expand System > Policies > Product Policies > Batch > BatchView &
ActiveX > Configuration.

3. Right-click Options and then select Properties.

4. Edit the following policy settings:

Enabled = True
Name of DLL=<YourDLLNameWithPath>
Name of Function=<FunctionNameInDLL>

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 Chapter 1 FactoryTalk Batch View Overview

Tip: Restart all FactoryTalk Batch components to update changes made in the
FactoryTalk Directory.

See also

External security devices on page 14

Security for FactoryTalk Batch commands on page 8

Change the logged-on user with your HMI on page 12

Open FactoryTalk The FactoryTalk Batch View Single-SignOn product policy setting created in the
FactoryTalk Local Directory is used in conjunction with the FactoryTalk Use
Batch View single sign-on System policy setting to enable or disable the FactoryTalk single
sign-on feature. Use the FactoryTalk single sign-on feature to log on just once, per
directory, on a given computer.

Once logged on to the FactoryTalk Directory, all participating FactoryTalk-

enabled products that run in that directory on that computer automatically use
the security credentials of the FactoryTalk logged on user.

Opening the FactoryTalk Batch View when Single-SignOn is Enabled and

FactoryTalk Use single sign-on is True

Opening the FactoryTalk Batch View when the Batch View Single-SignOn
product policy setting is Enabled and the FactoryTalk Use single sign-on system
policy setting is True, the following scenarios are possible:

Tip: FactoryTalk Windows-linked user: A user account

created in Windows and then added to the FactoryTalk
Directory.

• If a user is logged on to the FactoryTalk Directory, the FactoryTalk Batch

View opens using the security permissions defined for that user.
• If there is no user logged on to the FactoryTalk Directory but the current
Windows user is a FactoryTalk Windows-linked user, the FactoryTalk
Batch View opens using the security permissions defined for the current
FactoryTalk Windows-linked user. The FactoryTalk Windows-linked user
is then logged on to the FactoryTalk Directory.
• If a user is not found, the Log on to FactoryTalk dialog box opens and
remains open until a FactoryTalk user is authenticated or the Log on to
FactoryTalk dialog box Cancel button is clicked. Canceling the Log on to
FactoryTalk dialog box has the following affect:

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FactoryTalk Batch View Overview Chapter 1

• Only the currently displayed View window is accessible.

• The Login button is the only enabled option.
• The FactoryTalk Batch View status bar displays a message in the
following format: <No authenticated user>.

Opening the FactoryTalk Batch View when Single-SignOn is disabled or

FactoryTalk Use single sign-on is false

Opening the FactoryTalk Batch View when the Batch View Single-SignOn
product policy setting is Disabled or when the FactoryTalk Use single sign-on
system policy setting is False, the following scenarios are possible.

Tip: If the FactoryTalk Batch View Single-SignOn product

policy setting is disabled, users logged on to the
FactoryTalk Directory are ignored when opening the
FactoryTalk Batch View.

• If the current Windows user is a FactoryTalk Windows-linked user, the

application opens using the security permissions defined for the current
FactoryTalk Windows-linked user.
• If the current Windows user is not a FactoryTalk Windows-linked user,
then the Log on to FactoryTalk dialog box opens and remains open until a
FactoryTalk user is authenticated or the Cancel button is clicked.
Canceling the Log on to FactoryTalk dialog box has the following affect:
• Only the currently displayed View window is accessible.
• The Login button is the only enabled option.
• The status bar displays a message in the following format: <No
authenticated user>.

See also

Log into FactoryTalk Batch View on page 17

FactoryTalk Batch View security on page 7

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 Chapter 1 FactoryTalk Batch View Overview

Log into FactoryTalk Log into the FactoryTalk Batch View using the following steps.
Batch View Tip: If the Display Configuration dialog box opens, it means
that the Batch Server has been configured to allow
multiple instances of the Batch View. Select the desired
Batch View configuration file, and then click Start. (See
Running Multiple Instances of FactoryTalk Batch View in
the FactoryTalk Batch Administrator Guide for
information.)

To log into FactoryTalk Batch View:

1. With the FactoryTalk Batch Server active (and the FactoryTalk Batch
Phase Simulator, if running in Demo mode), click Start>All
Programs>Rockwell Software>FactoryTalk Batch Suite >FactoryTalk
Batch, and select View.

Tip: When the FactoryTalk Batch View connects to a running

FactoryTalk Batch Server that is an incompatible version,
the FactoryTalk Batch View displays the message:
"The Batch View is incompatible with the current Batch
Server. It is strongly recommended that you upgrade
your system before continuing."
Click OK to continue using the FactoryTalk Batch View.
When the message is acknowledged, the FactoryTalk
Batch View remains active.

2. If the Log on to FactoryTalk dialog box opens, type your user name in the
Name box and your password in the Password box. Click OK. The
authenticated user displays in the FactoryTalk Batch View status bar.

3. If you enter a user not found in the FactoryTalk Directory, a Logon

Message dialog box opens. Click OK to close the dialog box.

4. Click the Login button to open the Log on to FactoryTalk dialog box.

5. To close the Log on to FactoryTalk dialog box without logging on, click
the Cancel button.

See also

Open FactoryTalk Batch View on page 16

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FactoryTalk Batch Use the FactoryTalk Batch View to initiate and control the batch process. View a
graphical representation of a running batch and its associated data. The
View interface FactoryTalk Batch View can be resized or minimized. To disable the resize and
minimize features, use the System Configuration and Defaults dialog box.

See also

FactoryTalk Batch View toolbar on page 19

FactoryTalk Batch View command buttons on page 21

FactoryTalk Batch View status bar on page 22

System Configuration and Defaults dialog box on page 31

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 Chapter 1 FactoryTalk Batch View Overview

FactoryTalk Batch The FactoryTalk Batch View has ten different windows for viewing batch process
View toolbar and data. These windows can be accessed using the first ten buttons on the
toolbar. As you move your cursor over any of these buttons, an information tip
displays the button name.

Button Name Description

Batch List View and interact with a table of the existing
batches.

Procedure as SFC View and interact with each component of the

currently selected batch, in an SFC format.

Procedure as Table View and interact with each component of the

currently selected batch, in a table format.

Event Journal Open and view event data for batches. All
commands sent to the FactoryTalk Batch
Server are recorded in the electronic batch
record. This includes the user name who
initiated the command.
Unacknowledged View and respond to a list of prompts that
Prompts require operator input.

Signature List View and acknowledge the list of signatures

that require signoffs.

Phase Control Access all procedures and equipment for the

currently loaded area model.

Arbitration View and interact with current resource

allocations.

Alarm Summary Displays a list of alarm and failure messages

for units and phases of the current batches.

Phase Summary Lists the status of all phases in the currently

loaded area model.

The FactoryTalk Batch View toolbar also contains buttons that access
configuration information, online help, HMI, security, and that exits the
FactoryTalk Batch View.

Button Name Description

System Configuration Configure the display of each View window.
and Defaults

Help Opens online Help for the FactoryTalk Batch

View.

Go to HMI Opens a user-defined HMI (Human-Machine

Interface). If the Cross Invocation function is
enabled, this button allows context
information regarding the selected
component to be passed to an OLE
Automation Server.
Login Opens the Log on to FactoryTalk dialog
box.

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Button Name Description

Exit Closes the FactoryTalk Batch View and
returns to the Windows Desktop.

See also

FactoryTalk Batch View interface on page 19

FactoryTalk Batch View command buttons on page 21

FactoryTalk Batch View status bar on page 22

FactoryTalk Batch The buttons along the right side of the FactoryTalk Batch View windows are
View command command buttons. They represent the actions that can be performed. When
changing windows in FactoryTalk Batch View, the available command buttons
buttons change based on the selected view.

The FactoryTalk Batch View command buttons are as follows:

Button Name Description

Start Batch Begin a batch that is currently on the batch list.

Hold Batch Hold a batch that is currently running.

Stop Batch Permanently terminate the execution of a batch at the

current step. Generally used in non-emergency
situations.
Abort Batch Permanently terminate the execution of a batch at the
current step. Generally used in emergency situations.
Timer Reset Reset the ELAPSED_TIME in a timer step to 0 (if the
timer step is configured as a COUNT_DOWN timer the
REMAINING_TIME is reset to the setpoint value).
Timer Force a timer step to complete.
Complete
Manual Place a batch in this mode to control the execution of
the remaining steps in a batch.
Semi-Auto Place a batch in this mode to resume the execution of
all lower level steps in a batch.
Auto Give control of the running batch to the FactoryTalk
Batch Server.
Comment Add a comment to the electronic batch record for the
current batch.
Add Batch Add a batch to the batch list.

Bind Binds a unit procedure or operation to a particular unit.

The Bind button is only available in the Procedure as
SFC and Procedure as Table windows.
Remove Batch Remove a batch from the batch list.

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Button Name Description

Active Step Specify the next step to run in the recipe when the
Change current step is complete. The batch must be in Manual
mode. The Active Step Change button is only
available in the Procedure as SFC and Procedure as
Table windows.
Clear All Clear all failures and system-generated messages
Failures listed in the Alarm Summary window.
Disconnect Disconnect an unusable phase from the FactoryTalk
Batch Server. The Disconnect button is only available
in the Procedure as SFC, Procedure as Table and
Manual Phase Control windows.

See also

FactoryTalk Batch View interface on page 19

FactoryTalk Batch View toolbar on page 19

FactoryTalk Batch View status bar on page 22

FactoryTalk Batch The bottom line of the FactoryTalk Batch View displays status information
View status bar regarding the data server and the Material Server. The ID of the currently selected
batch is displayed to the right of the Material Server status. The current user name
and system time are also located on the status bar.

Tip: Some windows within the FactoryTalk Batch View

consist of resizable panes. To resize a pane, click the
vertical or horizontal splitter bar, which is used to
separate the panes, and drag it to a new position.

See also

FactoryTalk Batch View interface on page 19

FactoryTalk Batch View command buttons on page 21

FactoryTalk Batch View toolbar on page 19

Communication The Data Server Status indicator that is located at the bottom of each FactoryTalk
Batch View window to the right of the time display indicates the communication
status for the status of the FactoryTalk Batch Server with the FactoryTalk Batch View, its data
FactoryTalk Batch server(s), and the control system.
Server and data
servers

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The various status indicators and their meanings are as follows:

Data Server Status Color Meaning

Indicator Letter
G Green Communication is good between the
FactoryTalk Batch Server and following
components:
• FactoryTalk Batch View
• Data server(s)
• Control system
S Yellow Communication is suspect between the
FactoryTalk Batch server and the control
system. The Server and the control system
handshake with each other via the setting and
resetting of a tag in the control system called
the Watchdog (which is usually a bit or a flag).
The server sets the Watchdog and the control
system resets the Watchdog. A Suspect
indication means that communication between
the server and the control system do not
reflect that the Watchdog was reset by the
control system at least once (but less than the
maximum number of allowable times) within
the communication timeout period. The
communication timeout period defaults to ten
seconds and maximum number of allowable
failures defaults to five times, but these values
are configurable.
B Red Communication is bad between the
FactoryTalk Batch server and the control
system. A Bad indication means that
communication between the server and the
control system do not reflect that the
Watchdog was reset by the control system
within the maximum number of allowable
failures.
LOST Red Communication between the FactoryTalk
Batch server and the FactoryTalk Batch View
are lost.
L Dark Red Communication is completely lost between the
FactoryTalk Batch server and one or more of
its data servers.

The Data Server Status indicator displays the most severe conversation status of all
the data servers.

See also

View the conversation status of all data servers on page 23

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View the Conversation The Conversation Status of Data Servers displays an overview of the current
Status of Data Servers conversation status between all OPC data servers communicating with the
FactoryTalk Batch Server. The dialog box cannot be opened if conversation status
dialog box between the FactoryTalk Batch View and the server has been lost. If the
FactoryTalk Batch View loses conversation with the server while the
Conversation Status of Data Servers dialog box is open, the dialog box closes.

To view the Conversation Status of Data Servers dialog box:

1. Open FactoryTalk Batch View.

2. Double-click the Data Server Status indicator.

See also

Communication status for the FactoryTalk Batch Server and data servers
on page 22

Communication In order to run material-based recipes, the FactoryTalk Batch Server and the
FactoryTalk Batch Material Server must communicate with each other. In the
status for the FactoryTalk Batch Equipment Editor, set up how the system handles batches if
FactoryTalk Batch the Batch Server loses communication with the Material Server. You can either set
Server and Material the Batch Server to fail and hold execution of material-based recipes. Or, you can
switch to manual processing, which prompts the operator to make binding
Server decisions until communication with the Material Server is restored. See the
FactoryTalk Batch Equipment Editor User Guide for more information on setting
the Material Server communication options.

The FactoryTalk Batch View displays the communication status between the
Material Server and the FactoryTalk Batch Server. The Material Server Status
indicator is located at the bottom of each View window to the right of the Data
Server Status indicator.

The following status indicators may be displayed:

MT-G = GOOD Material Server communication in use.

Green
MT-S = SUSPECT Material Server communication available, but not
Yellow restored.
MT-B = BAD Material Server communication not available.
Red

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See also

Process batches without the Material server on page 25

Reestablish communications with the Material server on page 29

Communication status for the FactoryTalk Batch server and data servers on
page 22

Process batches If the FactoryTalk Batch Server is configured to Failure and Hold, you cannot
without the Material continue running batches or add new batches to the Batch List view until
communication with the Material server is restored.
Server
If the FactoryTalk Batch Server is configured to Switch to Manual, you can
continue processing batches and add batches to the Batch List view without input
from the Material server. All material-based decisions or selections that are made
by the operator without communications with the Material server are reported in
the batch event journal as Loss of Material server and Loss of Material Tracking
events. When the material database becomes available, you must manually
reconcile the event journal with the material journal and update the material
database with the Amount, Lot, and Label information for material inventory.

Exercise extreme caution when operating without the Material server.

Loss of communication with the Material server causes the FactoryTalk
Batch Server to switch to prompt binding and presents an unfiltered list of
container/phase pairs from which to select binding candidates. You must
select the container/phase pair that can supply the correct material to
continue processing the batch. Failure to select the correct
container/phase pair could result in a hazardous situation, depending on
the material.

When processing material-based batches manually, you are required to make

selections without information from the material database.

See also

Reestablish communications with the Material server on page 29

Batch creation when the Material server is not communicating on page 25

Prompt to bind unit requirement on page 26

Manual unit binding on page 27

Prompt to bind a material phase step on page 28

Batch creation when the When there is no communication with the Material server, the Material Server
Material server is not Not in Use warning is displayed in the Batch Creation dialog box for all recipes.
communicating You can create the batch or cancel and create the batch at another time when the
Material server is available.

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If the failure to the Material server occurs when the Batch Creation dialog
box is open, the warning message does not show.

If you add a material class-based recipe to the batch list when the Material server is
unavailable, the materials will not be filtered by class when the recipe is run.
Instead, all materials in the material enumeration are shown.

If the failure to the Material server occurs when the Material Value
Selection dialog box is open, the warning message does not show.

See also

Prompt to bind unit requirement on page 26

Manual unit binding on page 27

Prompt to bind a material phase step on page 28

Phase control on page 29

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Prompt to bind unit The Data Not Supplied by Material Server warning displays in the Prompt to
requirement Bind Unit Requirement dialog box when there is no communication with the
Material server.

The dialog box displays data supplied by the area model in place of the data
normally supplied by the Material server. When the Material server is not
available, the first available binding is serviced as though it was prompt binding.

If the failure to the Material server occurs when the Prompt to Bind Unit
Requirement dialog box is open, the warning message does not show.

See also

Batch creation when the Material server is not communicating on page 25

Manual unit binding on page 27

Prompt to bind a material phase step on page 28

Manual unit binding The Material Server Not in Use warning displays in the Manual Bind of Step
dialog box when there is no communication with the Material server.

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The dialog box displays data supplied by the area model in place of the data
normally supplied by the Material server.

If the failure to the Material Server occurs when the Manual Bind of Step
dialog box is open, the warning message does not show.

See also

Batch creation when the Material server is not communicating on page 25

Prompt to bind unit requirement on page 26

Prompt to bind a material phase step on page 28

Prompt to bind a material For prompt binding, the list of container/phase pairs generated from the area
phase step model is substituted for the list that would have been produced if the Material
server were available. When the Material server is unavailable, material additions
may not be filtered by lot or label specification.

If you do not know which phase to select, you can look up some material
information on the computer where the Material server is installed and running.

If the failure to the Material server occurs when the Prompt to Bind a Material
Phase Step dialog box is open, the warning message does not show.

See also

Look up material information on page 28

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Look up material If you do not know which phase to select when there is no communication with
information the Material server, you can look up material information on the computer where
the Material server is installed and running.

To look up material information:

1. Open the Material Editor.

2. Navigate to Independent Containers or Materials.

3. Double-click the desired container or material to see its properties.

4. Check the Materials, Containers, and Inventory tabs and compare the
values to the Unit, Material, and Amount to Charge to determine which
phase can best accommodate the material phase step.

If the failure to the Material server occurs when the Prompt to Bind a Material
Phase Step dialog box is open, the warning message does not show.

See also

Prompt to bind a material phase step on page 28

Batch creation when the Material server is not communicating on page 25

Phase control The Material Server Not in Use warning is displayed when there is no
communication with the Material server.

For material binding in manual phase control, the list of container-phase pairs
generated from the area model is substituted for the list that would have been
produced if the Material server were available. The list is filtered by the container
enumeration. All the data displayed is contained in the area model and the recipe.
The Label and Lot fields can only be supplied by the Material server and therefore
is blank when there is no communication with the Material server.

If the failure to the Material server occurs when the Phase Control dialog
box is open, the warning message does not show.

See also

System Configuration and Defaults dialog box - Phase Control tab on page
53

Phase Control window on page 83

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Reestablish Communication with the Material server is reestablished depending upon the
communications with FactoryTalk Batch Server configuration.
the Material server After communication with the Material server has been restored, any material-
based steps that were in a HELD state must finish executing to the COMPLETE
state before further processing can occur. You must acknowledge any
unacknowledged prompts before the batch will continue to run.

All Loss of Material Tracking and Loss of Material Server events indicate material
steps that took place without Material server communication. Use this
information to manually update the Amount, Lot, and Label information for the
material inventory in the material database. (See the FactoryTalk Batch Material
Editor User Guide for more information.)

See also

Held batches on page 30

Reestablish communication with the Material server on manual batches on

page 30

Unacknowledged Prompts window on page 78

Held batches If the FactoryTalk Batch Server is configured to Failure and Hold, the server
automatically resumes communication with the material server when it becomes
available. The material server status indicator on the right of the status bar changes
to green and displays MT-G. Batches that were HELD continue to run.

See also

Reestablish communications with the Material server on page 29

Reestablish communication with the Material server on manual batches on

page 30

Reestablish If the FactoryTalk Batch Server is configured to Switch to Manual, you must
communication with the reestablish communication with the Material server when it becomes available
Material Server on manual again. When the Material Status indicator changes to Suspect (MT-S), the
batches Material server is available and you can attempt reconnection.

To reestablish communication with the Material Server on manual batches:

1. Double-click the Material Server Status indicator.

2. Click the Material Server Control button.

3. Manually reconcile the batch event journal with the material database.

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4. Select the Reestablish Communication with Material Server check box,

and then click OK.

See also

Acknowledge a prompt on page 78

System The System Configuration and Defaults dialog box opens to the tab that
corresponds to the active FactoryTalk Batch View window. On each tab you can
Configuration and customize a specific portion of the FactoryTalk Batch View.
Defaults dialog box
Each FactoryTalk Batch View window can be customized to suit the needs of a
specific computer. You can specify the columns to be displayed, the column size,
and the row size. You can sort and filter on one field in certain windows, and set
the font for each View window. A system administrator can use the password
protection option on this dialog box to limit the information that is shown.
Password protection is defined in the FactoryTalk Directory using the
FactoryTalk Administration Console.

See also

Column Display area on page 55

Change the selected font in the status bar on page 57

SFC Display area on page 57

Modify the configuration of the FactoryTalk Batch View on page 31

Modify the Use the following steps as a general guideline for modifying the configuration of
configuration of the the FactoryTalk Batch View. Not all sections are available for all tabs.
FactoryTalk Batch To modify the configuration of the FactoryTalk Batch View:
View
1. Click the Configuration and Defaults button.

2. (optional) If Log on to Confirm User dialog box opens, enter the

appropriate user information and click OK to open the System
Configuration and Defaults dialog box.

3. Select the tab for the portion of the FactoryTalk Batch View that you want
to customize.

4. Click OK to save any changes and close the System Configuration and
Defaults dialog box. Or, click Cancel to exit without saving any changes.

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See also

System Configuration and Defaults dialog box on page 31

Change the selected font in the status bar on page 57

System Configuration and In the System Configuration and Defaults dialog box, use the General tab to
Defaults dialog box - customize the configuration of the FactoryTalk Batch View.
General tab
You can specify the following:

Name Description
Human-Machine Interface Type the Title to be used for the HMI window. If you
(HMI) and Cross want to use a custom Go To HMI toolbar button, you
Invocation must specify the path and file name of the bitmap. The
bitmap should be 42 x 42 pixels.
If you select Enable Cross Invocation, in the
Invocation ProgID box, enter the identity of the
Automation Server. All information concerning the HMI
is disabled.
Equipment Bitmap Paths Type the location of the process cell and unit bitmaps.
Server Communications The FactoryTalk Batch Server communication time-out,
in seconds.
BatchID Editing Select to allow editing of the Batch ID. If you have
written a custom program to automatically generate
Batch IDs, you should disable BatchID Editing.
Important: Batch IDs must be unique or the
Arbitration view will not update
correctly.
Split Bar Size The size of the splitter bars used in the Procedure as
SFC view, Procedure as Table view, Event Journal
view and Phase Control view. Type the thickness, in
pixels, for the vertical and horizontal splitter bars.
Screen Size (%) Select the Allow Resize check box to allow the
FactoryTalk Batch View window to be resized.
Select the Allow Minimize check box to allow the
FactoryTalk Batch View window to be minimized.
Type the horizontal and vertical percentage of the
screen that is used by the FactoryTalk Batch View. The
FactoryTalk Batch View window occupies the specified
percentage of the screen, with its origin being in the
upper-left corner of the screen. You are able to move
the FactoryTalk Batch View window around on the
desktop.
Status Bar Font Select the font, size, and style to use for the status bar.

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Tip: To connect the FactoryTalk Batch View to a server computer other than
that displayed in the Server Communications section, you must use the
Registry Editor to edit the .NET registry key. (See the FactoryTalk Batch
Administrator Guide for information on editing the .NET key.)

See also

System Configuration and Defaults dialog box on page 31

Configure the General tab on page 33

Configure the General tab Customize the configuration of FactoryTalk Batch View using the General tab.

To configure the General tab:

1. Type the path and file name for the HMI application or select the Enable
Cross Invocation box.

2. Type the location of the process cell and unit bitmaps.

3. Type the thickness, in pixels, for the vertical and horizontal splitter bars.

4. Select the Allow Resize check box to allow the FactoryTalk Batch View
window to be resized.

5. Select the Allow Minimize check box to allow the FactoryTalk Batch View
window to be minimized.

6. Type the horizontal and vertical percentage of the screen that is used by the
FactoryTalk Batch View. The FactoryTalk Batch View window occupies
the specified percentage of the screen, with its origin being in the upper-left
corner of the screen. You are able to move the FactoryTalk Batch View
window around on the desktop.

7. Click Apply to save the changes made on any tab.

8. Click OK to save the changes. (Some of the changes may not be applied
until you exit and reopen the FactoryTalk Batch View.) Or, click Cancel to
abort the changes.

See also

System Configuration and Defaults dialog box - General tab on page 32

System Configuration and Defaults dialog box on page 31

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System Configuration and The Signatures tab in the System Configuration and Defaults dialog box
Defaults dialog box - corresponds to the Signature List view. In this tab, specify the columns to be
Signatures tab displayed, the column header text, the column width, filter specifications for a
specific column, the field and order in which the signatures are sorted, and the
font to use.

If Display Complete, Canceled, and System Canceled Signatures is selected,

the Signature List window displays all signatures generated against a batch until
the batch is removed from the batch list. The default setting displays only the
incomplete signatures in the Signature List window. If Display Parameter
Limits is cleared, parameter limits are not displayed in signature dialog boxes.

See also

Signature List window on page 79

Configure the Signatures tab on page 34

Configure the Signatures tab Customize the configuration of the Signature List window using the Signatures
tab.

To configure the Signatures tab:

1. Open FactoryTalk Batch View.

2. Click the Configuration and Defaults button.

3. (optional) If Log on to Confirm User dialog box opens, enter the

appropriate user information and click OK to open the System
Configuration and Defaults dialog box.

4. Click the Signatures tab.

5. (optional) In the Column Display area, select the specific columns to

display in the Signature List window.

a. For each column selected, enter the column header text.

b. For each column selected, enter the column width in pixels.

6. In the Filtering area, select a specific column and the column filter.

7. In the Sorting area, select a specific column to sort the Signature List
window.

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• Select Ascending or Descending for the sort order.

8. In the Table Font area, click Select Font to customize the font, font size,
and font style.

9. In the Display Options area, select one of the display options.

10. Click Apply to save the changes made on any tab.

11. Click OK to save the changes. (Some of the changes may not be applied
until you exit and reopen the FactoryTalk Batch View.) Or, click Cancel to
abort the changes.

See also

System Configuration and Defaults dialog box - Signatures tab on page 33

System Configuration and Defaults dialog box on page 31

Signature List window on page 79

System Configuration and In the System Configuration and Defaults dialog box, use the Commands tab
Defaults dialog box - to customize the configuration of the commands that need confirmation and the
Commands tab font used for the status bar.

You can specify the following:

• The commands that have a confirmation prompt.

• The font used for the status bar.

See also

Configure the Commands tab on page 35

Change the selected font in the status bar on page 57

Configure the Commands tab Customize which commands require confirmation using the Commands tab.

To configure the Commands tab:

1. Open FactoryTalk Batch View.

2. Click the Configuration and Defaults button.

3. (optional) If Log on to Confirm User dialog box opens, enter the

appropriate user information and click OK to open the System
Configuration and Defaults dialog box.

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4. Click the Commands tab.

5. Select the check box for each of the commands that require a confirmation
prompt.

When a command is enabled, you are prompted to confirm that this is the
correct action to take.

6. (optional) Click the Select Font button to change the font used in the
status bar.

7. Click Apply to save the changes made on any tab.

8. Click OK to save the changes, or click Cancel to abort the changes.

See also

System Configuration and Defaults dialog box - Commands tab on page 35

System Configuration and Defaults dialog box on page 31

Change the selected font in the status bar on page 57

System Configuration and The Batch List tab in the System Configuration and Defaults dialog box
Defaults dialog box - Batch corresponds to the Batch List view. In this dialog box, you specify which columns
List tab to view, the column header text, the column width, on which column to filter and
sort, the row height, and which font to use.

See also

Configure the Batch List tab on page 36

System Configuration and Defaults dialog box on page 31

Batch List view on page 58

Configure the Batch List tab Customize the configuration of the Batch List window using the Batch List tab.

To configure the Batch List tab:

1. Open FactoryTalk Batch View.

2. Click the Configuration and Defaults button.

3. (optional) If Log on to Confirm User dialog box opens, enter the

appropriate user information and click OK to open the System
Configuration and Defaults dialog box.

4. Click the Batch List tab.

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5. (optional) In the Column Display area, select the specific columns to

display in the Batch List window.

a. For each column selected, enter the column header text.

b. For each column selected, enter the column width in pixels.

6. In the Filtering area, select a specific column and the column filter.

7. In the Sorting area, select a specific column to sort the Batch List window.

a. Select Ascending or Descending for the sort order.

8. In the Table Row Height box, enter the height of the table rows displayed
in the Batch List window.

9. In the Table Font area, click Select Font to customize the font, font size,
and font style.

10. Click Apply to save the changes.

11. Click OK.

See also

System Configuration and Defaults dialog box - Batch List tab on page 36

System Configuration and Defaults dialog box on page 31

Batch List view on page 58

System Configuration and The Hierarchical Step List tab in the System Configuration and Defaults
Defaults dialog box - dialog box corresponds to the Procedural Hierarchy area in the Procedure as
Hierarchical Step List tab SFC and Procedure as Table views. In this dialog box, you specify which columns
to view, the column header text, the column width, the row height, and the font
to use.

See also

System Configuration and Defaults dialog box on page 31

Configure the Hierarchical Step List tab on page 37

Recipe Table area on page 76

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Configure the Hierarchical Customize the configuration of the Procedural Hierarchy area in the Procedure
Step List tab as SFC and Procedure as Table windows using the Hierarchical Step List tab.

To configure the Hierarchical Step List tab:

1. Open FactoryTalk Batch View.

2. Click the Configuration and Defaults button.

3. (optional) If Log on to Confirm User dialog box opens, enter the

appropriate user information and click OK to open the System
Configuration and Defaults dialog box.

4. Click the Hierarchical Step List tab.

5. (optional) In the Column Display area, select the specific columns to

display in the Procedure as SFC and Procedure as Table windows.

a. For each column selected, enter the column header text.

b. For each column selected, enter the column width in pixels.

6. In the Step List Font area, click Select Font to customize the font, font
size, and font style.

7. In the Table Row Height box, enter the height of the table rows displayed
in the Procedure as SFC and Procedure as Table windows.

8. Click Apply to save the changes.

9. Click OK.

See also

System Configuration and Defaults dialog box - Hierarchical Step List tab
on page 37

System Configuration and Defaults dialog box on page 31

Procedure as SFC window on page 65

Procedure as Table window on page 74

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System Configuration and The SFC View tab in the System Configuration and Defaults dialog box
Defaults dialog box - SFC corresponds to the SFC area in the Procedure as SFC view. In this dialog box,
View tab you specify if the transition expressions show, the width of the lines used in the
SFC, and the font to use.

See also

System Configuration and Defaults dialog box on page 31

Procedure as SFC window on page 65

SFC area on page 67

Configure the SFC View tab on page 39

Configure the SFC View tab Customize the configuration of the Procedure as SFC window using the SFC
View tab.

To configure the SFC View tab:

1. Open FactoryTalk Batch View.

2. Click the Configuration and Defaults button.

3. (optional) If Log on to Confirm User dialog box opens, enter the

appropriate user information and click OK to open the System
Configuration and Defaults dialog box.

4. Click the SFC View tab.

5. In the SFC Font area, click Select Font to customize the font, font size, and
font style.

6. In the SFC Display area, do the following:

a. Select to show transition expressions in the Procedure as SFC window.

b. Enter a value for the width of the lines used in the SFC.

7. Click Apply to save the changes.

8. Click OK.

See also

System Configuration and Defaults dialog box - SFC View tab on page 38

System Configuration and Defaults dialog box on page 31

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System Configuration and The Procedure Prompts tab in the System Configuration and Defaults dialog
Defaults dialog box - box corresponds to the Prompts tab in the Auxiliary Index view in the Procedure
Procedure Prompts tab as SFC view and Procedure as Table view. In this dialog box, you specify which
columns to view, the column header text, the column width, the priority and
order in which the prompts are sorted, the row height, and the font to use.

See also

System Configuration and Defaults dialog box on page 31

Configure the Procedure Prompts tab on page 40

Auxiliary Index view on page 68

Configure the Procedure Customize the Prompts tab in the Auxiliary Index view of the Procedure as
Prompts tab SFC and Procedure as Table windows using the Procedure Prompts tab.

To configure the Procedure Prompts tab:

1. Open FactoryTalk Batch View.

2. Click the Configuration and Defaults button.

3. (optional) If Log on to Confirm User dialog box opens, enter the

appropriate user information and click OK to open the System
Configuration and Defaults dialog box.

4. Click the Procedure Prompts tab.

5. (optional) In the Column Display area, select the specific columns to

display in the Procedure as SFC window.

a. For each column selected, enter the column header text.

b. For each column selected, enter the column width in pixels.

6. In the Sorting Priority area, move the columns up and down based on
preferred priority order.

7. In the Sorting Order area, select Ascending or Descending for the sort
order.

8. In the Row Height box, enter the height of the rows displayed in the
Prompts tab in the Auxiliary Index view of the Procedure as SFC and
Procedure as Table windows.

9. In the Table Font area, click Select Font to customize the font, font size,
and font style.

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10. Click Apply to save the changes made on any tab.

11. Click OK to save the changes. (Some of the changes may not be applied
until you exit and reopen the FactoryTalk Batch View.) Or, click Cancel to
abort the changes.

See also

System Configuration and Defaults dialog box - Procedure Prompts tab on

page 40

System Configuration and Defaults dialog box on page 31

Procedure as SFC window on page 65

Procedure as Table window on page 74

Auxiliary Index view on page 68

System Configuration and The Procedure Parameters tab in the System Configuration and Defaults
Defaults dialog box - dialog box corresponds to the Parameters tab in the Auxiliary Index view in the
Procedure Parameters tab Procedure as SFC view and Procedure as Table view. In this dialog box, you
specify which columns to view, the column header text, the column width, the
priority and order in which the parameters are sorted, the row height, and the font
to use.

See also

System Configuration and Defaults dialog box on page 31

Configure the Procedure Parameters tab on page 41

Procedure as SFC window on page 65

Procedure as Table window on page 74

Auxiliary Index view on page 68

Configure the Procedure Customize the Parameters tab in the Auxiliary Index view of the Procedure as
Parameters tab SFC and Procedure as Table views using the Procedure Parameters tab.

To configure the Procedure Parameters tab:

1. Open FactoryTalk Batch View.

2. Click the Configuration and Defaults button.

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3. (optional) If Log on to Confirm User dialog box opens, enter the

appropriate user information and click OK to open the System
Configuration and Defaults dialog box.

4. Click the Procedure Parameters tab.

5. (optional) In the Column Display area, select the specific columns to

display.

a. For each column selected, enter the column header text.

b. For each column selected, enter the column width in pixels.

6. In the Sorting Priority area, move the columns up and down based on
preferred priority order.

7. In the Sorting Order area, select Ascending or Descending for the sort
order.

8. In the Table Row Height box, enter the height of the table rows displayed
in the Parameters tab in the Auxiliary Index view of the Procedure as
SFC and Procedure as Table windows.

9. In the Table Font area, click Select Font to customize the font, font size,
and font style.

10. Click Apply to save the changes made on any tab.

11. Click OK to save the changes. (Some of the changes may not be applied
until you exit and reopen the FactoryTalk Batch View.) Or, click Cancel to
abort the changes.

See also

System Configuration and Defaults dialog box - Procedure Parameters tab

on page 41

System Configuration and Defaults dialog box on page 31

Procedure as SFC window on page 65

Procedure as Table window on page 74

Auxiliary Index view on page 68

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System Configuration and The Procedure Reports tab in the System Configuration and Defaults dialog
Defaults dialog box - box corresponds to the Reports tab in the Auxiliary Index view in the Procedure
Procedure Reports tab as SFC view and Procedure as Table view. In this dialog box, you specify which
columns to view, the column header text, the column width, the priority and
order in which the reports are sorted, the row height, and the font to use.

See also

System Configuration and Defaults dialog box on page 31

Configure the Procedure Reports tab on page 43

Procedure as SFC window on page 65

Procedure as Table window on page 74

Auxiliary Index view on page 68

Configure the Procedure Customize the Reports tab in the Auxiliary Index view of the Procedure as SFC
Reports tab and Procedure as Table views using the Procedure Reports tab.

To configure the Procedure Reports tab:

1. Open FactoryTalk Batch View.

2. Click the Configuration and Defaults button.

3. (optional) If Log on to Confirm User dialog box opens, enter the

appropriate user information and click OK to open the System
Configuration and Defaults dialog box.

4. Click the Procedure Reports tab.

5. (optional) In the Column Display area, select the specific columns to

display.

a. For each column selected, enter the column header text.

b. For each column selected, enter the column width in pixels.

6. In the Sorting Priority area, move the columns up and down based on
preferred priority order.

7. In the Sorting Order area, select Ascending or Descending for the sort
order.

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8. In the Table Row Height box, enter the height of the table rows displayed
in the Reports tab in the Auxiliary Index view of the Procedure as SFC
and Procedure as Table windows.

9. In the Table Font area, click Select Font to customize the font, font size,
and font style.

10. Click Apply to save the changes made on any tab.

11. Click OK to save the changes. (Some of the changes may not be applied
until you exit and reopen the FactoryTalk Batch View.) Or, click Cancel to
abort the changes.

See also

System Configuration and Defaults dialog box - Procedure Reports tab on

page 42

System Configuration and Defaults dialog box on page 31

Procedure as SFC window on page 65

Procedure as Table window on page 74

Auxiliary Index view on page 68

System Configuration and The Procedure Binding tab in the System Configuration and Defaults dialog
Defaults dialog box - box corresponds to the Binding tab in the Auxiliary Index view in the Procedure
Procedure Binding tab as SFC view and Procedure as Table view. In this dialog box, you specify the
column header text, the column width, the sort order for the Unit Requirements,
Binding Requirements, and Binding Preferences areas, and the font to use. You
can also turn off the Binding Requirements and Binding Preferences areas if
dynamic unit allocation is not in use.

See also

System Configuration and Defaults dialog box on page 31

Binding Requirements and Preferences view on page 70

Procedure as SFC window on page 65

Procedure as Table window on page 74

Configure the Procedure Binding tab on page 44

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Configure the Procedure Customize the Binding tab in the Auxiliary Index view of the Procedure as SFC
Binding tab and Procedure as Table views using the Procedure Binding tab.

To configure the Procedure Binding tab:

1. Open FactoryTalk Batch View.

2. Click the Configuration and Defaults button.

3. (optional) If Log on to Confirm User dialog box opens, enter the

appropriate user information and click OK to open the System
Configuration and Defaults dialog box.

4. Click the Procedure Binding tab.

5. In the Column Display area, enter the column header text and column
width in pixels.

6. In the Sorting Order area, select Ascending or Descending for the sort
order.

7. In the Row Height box, enter the height of the rows displayed in the
Binding tab in the Auxiliary Index view of the Procedure as SFC and
Procedure as Table windows.

8. (optional) Select Disable Binding Req and Pref screens to disable the
binding requirements and preferences screens if dynamic unit allocation is
not in use.

9. In the Table Font area, click Select Font to customize the font, font size,
and font style.

10. Click Apply to save the changes made on any tab.

11. Click OK to save the changes. (Some of the changes may not be applied
until you exit and reopen the FactoryTalk Batch View.) Or, click Cancel to
abort the changes.

See also

System Configuration and Defaults dialog box - Procedure Binding tab on

page 44

System Configuration and Defaults dialog box on page 31

Procedure as SFC window on page 65

Procedure as Table window on page 74

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Auxiliary Index view on page 68

System Configuration and The Procedures Table tab in the System Configuration and Defaults dialog
Defaults dialog box - box corresponds to the Procedures Table displayed in the Recipe Table area in
Procedures Table tab the Procedure as Table view. In this dialog box, you specify which columns to
view, the column header text, the column width, the number of parameters to
view, the row height, and the font to use.

See also

System Configuration and Defaults dialog box on page 31

Configure the Procedures Table tab on page 46

Procedure as Table window on page 74

Configure the Procedures Customize the Procedures Table in the Recipe Table area of the Procedure as
Table tab Table view using the Procedures Table tab.

To configure the Procedures Table tab:

1. Open FactoryTalk Batch View.

2. Click the Configuration and Defaults button.

3. (optional) If Log on to Confirm User dialog box opens, enter the

appropriate user information and click OK to open the System
Configuration and Defaults dialog box.

4. Click the Procedures Table tab.

5. (optional) In the Column Display area, select the specific columns to

display.

a. For each column selected, enter the column header text.

b. For each column selected, enter the column width in pixels.

6. In the Table Row Height box, enter the height of the table rows displayed.

7. In the Table Font area, click Select Font to customize the font, font size,
and font style.

8. Click Apply to save the changes made on any tab.

9. Click OK to save the changes. (Some of the changes may not be applied
until you exit and reopen the FactoryTalk Batch View.) Or, click Cancel to
abort the changes.

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See also

System Configuration and Defaults dialog box - Procedures Table tab on

page 46

System Configuration and Defaults dialog box on page 31

Procedure as Table window on page 74

Recipe table area on page 76

System Configuration and The Unit Procedures Table tab in the System Configuration and Defaults
Defaults dialog box - Unit dialog box corresponds to the Unit Procedures Table displayed in the Recipe
Procedures Table tab Table area in the Procedure as Table view. In this dialog box, you specify which
columns to view, the column header text, the column width, the number of
parameters to view, the row height, and the font to use.

See also

System Configuration and Defaults dialog box on page 31

Procedure as Table window on page 74

Configure the Unit Procedures Table tab on page 47

Configure the Unit Customize the Unit Procedures Table in the Recipe Table area of the
Procedures Table tab Procedure as Table view using the Unit Procedures Table tab.

To configure the Unit Procedures Table tab:

1. Open FactoryTalk Batch View.

2. Click the Configuration and Defaults button.

3. (optional) If Log on to Confirm User dialog box opens, enter the

appropriate user information and click OK to open the System
Configuration and Defaults dialog box.

4. Click the Unit Procedures Table tab.

5. (optional) In the Column Display area, select the specific columns to

display.

a. For each column selected, enter the column header text.

b. For each column selected, enter the column width in pixels.

6. In the Table Row Height box, enter the height of the table rows displayed.

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7. In the Table Font area, click Select Font to customize the font, font size,
and font style.

8. Click Apply to save the changes made on any tab.

9. Click OK to save the changes. (Some of the changes may not be applied
until you exit and reopen the FactoryTalk Batch View.) Or, click Cancel to
abort the changes.

See also

System Configuration and Defaults dialog box - Unit Procedures Table tab
on page 47

System Configuration and Defaults dialog box on page 31

Procedure as Table window on page 74

Recipe table area on page 76

System Configuration and The Operations Table tab in the System Configuration and Defaults dialog
Defaults dialog box - box corresponds to the Operations Table displayed in the Recipe Table area in the
Operations Table tab Procedure as Table view. In this dialog box, you specify which columns to view,
the column header text, the column width, the number of parameters and reports
to view, along with the height and width of the parameters and reports columns,
the table row height, and the font to use.

See also

System Configuration and Defaults dialog box on page 31

Configure the Operations Table tab on page 48

Procedure as Table window on page 74

Configure the Operations Customize the Operations Table in the Recipe Table area of the Procedure as
Table tab Table view using the Operations Table tab.

To configure the Operations Table tab:

1. Open FactoryTalk Batch View.

2. Click the Configuration and Defaults button.

3. (optional) If Log on to Confirm User dialog box opens, enter the

appropriate user information and click OK to open the System
Configuration and Defaults dialog box.

4. Click the Operations Table tab.

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5. In the Column Display area, select the specific columns to display.

a. For each column selected, enter the column header text.

b. For each column selected, enter the column width in pixels.

6. In the Column Display and Counts area, select the specific columns to
display.

a. For each column selected, enter the column header text.

b. For each column selected, enter the column width in pixels.

c. For each column selected, enter the number to view.

7. In the Table Row Height box, enter the height of the table rows displayed.

8. In the Table Font area, click Select Font to customize the font, font size,
and font style.

9. Click Apply to save the changes made on any tab.

10. Click OK to save the changes. (Some of the changes may not be applied
until you exit and reopen the FactoryTalk Batch View.) Or, click Cancel to
abort the changes.

See also

System Configuration and Defaults dialog box - Procedures Table tab on

page 46

System Configuration and Defaults dialog box on page 31

Procedure as Table window on page 74

Recipe table area on page 76

System Configuration and The Journal tab in the System Configuration and Defaults dialog box
Defaults dialog box - corresponds to the Event Journal view. In this dialog box, you specify which
Journal tab columns to view, the column header text, the column width, filter specifications
for up to three columns, the row height, and the font to use.

See also

System Configuration and Defaults dialog box on page 31

Configure the Journal tab on page 50

Event Journal window on page 76

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Configure the Journal tab Customize the configuration of the Event Journal view using the Journal tab.

To configure the Journal tab:

1. Open FactoryTalk Batch View.

2. Click the Configuration and Defaults button.

3. (optional) If Log on to Confirm User dialog box opens, enter the

appropriate user information and click OK to open the System
Configuration and Defaults dialog box.

4. Click the Journal tab.

5. In the Column Display area, select the specific columns to show in the
Event Journal view.

a. For each column selected, enter the column header text.

b. For each column selected, enter the column width in pixels.

6. In the Filtering area, select a specific column and the column filter for three
columns.

7. In the Table Font area, click Select Font to customize the font, font size,
and font style.

8. Click Apply to save the changes.

9. Click OK.

See also

System Configuration and Defaults dialog box - Journal tab on page 49

System Configuration and Defaults dialog box on page 31

System Configuration and The Unacknowledged Prompts tab in the System Configuration and Defaults
Defaults dialog box - dialog box corresponds to the Unacknowledged Prompts view. In this dialog box,
Unacknowledged Prompts you specify which columns to view, the column header text, the column width,
tab filter specifications for a specific column, the field and order in which the prompts
are sorted, the row height, and the font to use.

See also

System Configuration and Defaults dialog box on page 31

Unacknowledged Prompts window on page 78

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Configure the Customize the configuration of the Unacknowledged Prompts view using the
Unacknowledged Prompts Unacknowledged Prompts tab.
tab
To configure the Unacknowledged Prompts tab:

1. Open FactoryTalk Batch View.

2. Click the Configuration and Defaults button.

3. (optional) If Log on to Confirm User dialog box opens, enter the

appropriate user information and click OK to open the System
Configuration and Defaults dialog box.

4. Click the Unacknowledged Prompts tab.

5. In the Column Display area, select the specific columns to display in the
Unacknowledged Prompts view.

a. For each column selected, enter the column header text.

b. For each column selected, enter the column width in pixels.

6. In the Filtering area, select a specific column and the column filter for three
columns.

7. In the Sorting area, select a specific column to sort on and select Ascending
or Descending for the sort order.

8. In the Table Row Height box, enter the height of the table rows displayed.

9. In the Table Font area, click Select Font to customize the font, font size,
and font style.

10. Click Apply to save the changes.

11. Click OK.

See also

System Configuration and Defaults dialog box on page 31

System Configuration and Defaults dialog box - Unacknowledged Prompts

tab on page 50

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System Configuration and The Alarm Summary tab in the System Configuration and Defaults dialog box
Defaults dialog box - Alarm corresponds to the Alarm Summary view. In this dialog box, you specify which
Summary tab columns to view, the column header text, the column width, filter specifications
for a specific column, the field and order in which the alarms are sorted, the row
height, and the font to use.

See also

System Configuration and Defaults dialog box on page 31

Configure the Alarm Summary tab on page 52

Alarm Summary window on page 97

Configure the Alarm Customize the configuration of the Alarm Summary view using the Alarm
Summary tab Summary tab.

To configure the Alarm Summary tab:

1. Open FactoryTalk Batch View.

2. Click the Configuration and Defaults button.

3. (optional) If Log on to Confirm User dialog box opens, enter the

appropriate user information and click OK to open the System
Configuration and Defaults dialog box.

4. Click the Alarm Summary tab.

5. In the Column Display area, select the specific columns to display in the
Unacknowledged Prompts view.

a. For each column selected, enter the column header text.

b. For each column selected, enter the column width in pixels.

6. In the Filtering area, select a specific column and the column filter for three
columns.

7. In the Sorting area, select a specific column to sort on and select Ascending
or Descending for the sort order.

8. In the Table Row Height box, enter the height of the table rows displayed.

9. In the Table Font area, click Select Font to customize the font, font size,
and font style.

10. Click Apply to save the changes.

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11. Click OK.

See also

System Configuration and Defaults dialog box - Alarm Summary tab on

page 51

System Configuration and Defaults dialog box on page 31

Alarm Summary window on page 97

System Configuration and The Phase Control tab in the System Configuration and Defaults dialog box
Defaults dialog box - corresponds to the Phase Control view. In this dialog box, you specify which font
Phase Control tab to use for the following:

• Equipment View
• Phase State
• Phase Messages
• Phase Parameters Listbox
• Phase Name

Also use this dialog box to determine whether to enable or disable the Obtain
[Batch ID] From Unit and Allow [Batch ID] Override options (not to be
confused with Auto Batch ID options).

See also

System Configuration and Defaults dialog box on page 31

Configure the Phase Control tab on page 53

Phase Control window on page 83

Configure the Phase Control Customize the configuration of the Phase Control view using the Phase Control
tab tab.

To configure the Phase Control tab:

1. Open FactoryTalk Batch View.

2. Click the Configuration and Defaults button.

3. (optional) If Log on to Confirm User dialog box opens, enter the

appropriate user information and click OK to open the System
Configuration and Defaults dialog box.

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4. Click the Phase Control tab.

5. In the Equipment View Font area, click Select Font to customize the font,
font size, and font style.

6. In the Phase State Font area, click Select Font to customize the font, font
size, and font style.

7. In the Phase Messages Font area, click Select Font to customize the font,
font size, and font style.

8. In the Phase Parameters Listbox Font area, click Select Font to customize
the font, font size, and font style.

9. In the Phase Name Font area, click Select Font to customize the font, font
size, and font style.

10. In the Batch ID options area, enable or disable the following options:

a. Select Obtain From Unit to obtain the Batch ID from the unit.

b. Select Allow Override to allow overrides of the Batch ID.

11. Click Apply to save the changes.

12. Click OK.

See also

System Configuration and Defaults dialog box - Phase Control tab on page
53

System Configuration and Defaults dialog box on page 31

Phase Control window on page 83

System Configuration and The Phase Summary tab in the System Configuration and Defaults dialog box
Defaults dialog box - corresponds to the Phase Summary view. In this dialog box, you specify which
Phase Summary tab columns to view, the column header text, the column width, filter specifications
for a specific column, the field and order in which the phases are sorted, the row
height, and the font to use.

See also

System Configuration and Defaults dialog box on page 31

Configure the Phase Summary tab on page 55

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Configure the Phase Customize the configuration of the Phase Summary view using the Phase
Summary tab Summary tab.

To configure the Phase Summary tab:

1. Open FactoryTalk Batch View.

2. Click the Configuration and Defaults button.

3. (optional) If Log on to Confirm User dialog box opens, enter the

appropriate user information and click OK to open the System
Configuration and Defaults dialog box.

4. Click the Phase Summary tab.

5. In the Column Display area, select the specific columns to display in the
Unacknowledged Prompts view.

a. For each column selected, enter the column header text.

b. For each column selected, enter the column width in pixels.

6. In the Filtering area, select a specific column and the column filter.

7. In the Sorting area, select a specific column to sort on and select Ascending
or Descending for the sort order.

8. In the Table Row Height box, enter the height of the table rows displayed.

9. In the Table Font area, click Select Font to customize the font, font size,
and font style.

10. Click Apply to save the changes.

11. Click OK.

See also

System Configuration and Defaults dialog box - Phase Summary tab on

page 54

System Configuration and Defaults dialog box on page 31

Phase Summary window on page 98

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Column Display area The Column Display area is included in the following tabs:

• Batch List • Hierarchical Step List

• Procedures Table • Unit Procedures Table
• Phase Summary • Alarm Summary
• Operations Table • Procedure Prompts
• Procedure Parameters • Procedure Reports
• Procedure Binding • Journal
• Signatures List • Unacknowledged Prompts

Several of the tabs also have filtering and sorting capabilities in the Column
Display area.

See also

System Configuration and Defaults dialog box on page 31

Configure column displays in the System Configuration and Defaults dialog

box tabs on page 56

Configure column displays in Specify how many columns display, the column header text, the column width,
the System Configuration filter specifications, sorting order, row height, and the font to use in the Column
and Defaults dialog box tabs Display area. Options are not available in all tabs.

To configure column displays in the System Configuration and Default dialog

box tabs:

1. Select the Visible? check boxes to display the columns. Clear the check
boxes for those you do not want to be shown.

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For each column, you can change the text for the column header and the
width of the column.

2. Type the appropriate filter information using wildcard characters. A

wildcard character is an asterisk (*) and can be used in conjunction with
other characters. The wildcard character is placed before, after, or before
and after the other characters, but it cannot be embedded within the
characters.

3. Rows of data are sorted according to the field(s) selected in the Sorting area.
Sorting does not change the order of the columns. Specify sort priority by
selecting an item from the Column list.

4. In the Procedure Prompts, Procedure Parameters and Procedure

Reports tabs, you can sort on multiple fields. Select a field and click the Up
or Down button to move the field. The data is sorted according to the order
of the fields in the Sorting Priority area, from top to bottom.

5. Specify the sort order by clicking Ascending or Descending.

6. Make any required row height changes by modifying the Table Row
Height value.

See also

Column Display area on page 55

System Configuration and Defaults dialog box on page 31

Change the selected font You can change the font used in the status bar. The Select Font button that opens
in the status bar the Font dialog box is included on all tabs in the System Configuration and
Defaults dialog box.

To change the selected font in the status bar:

1. Click Select Font from any tab.

2. Select the desired font options and click OK to close the Font dialog box.

See also

System Configuration and Defaults dialog box on page 31

Column Display area on page 55

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SFC Display area In the System Configuration and Defaults dialog box SFC View tab, you select
the Show Expressions check box to indicate that you want the transition
expressions to display in the SFC area of the Procedure as SFC view.

See also

System Configuration and Defaults dialog box on page 31

Procedure as SFC window on page 65

Configure the SFC View tab on page 39

Batch List view You can use the Batch List view to create and command a batch. Once a batch is
created it remains in the Batch List view until you remove it, or the FactoryTalk
Batch Server is re-started with a cold boot.

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You can configure the information displayed in the Batch List view.

The following data can be displayed in the Batch List:

• Batch ID
• Recipe
• Description
• Start Time
• Elapsed Time
• State
• Mode
• Process Cell
• Unit
• Phase
• Failure
• Overrides

See also

Add a batch to the Batch List on page 59

Remove a batch from the Batch List on page 62

Add a comment to an electronic batch record on page 62

Column Display area on page 55

Add a batch to the The Batch List view provides you with an overview of batches that are complete,
Batch List running and ready to run. Batches can be commanded from this window.

If you are creating a batch of a material-based recipe and the

FactoryTalk Batch Server has lost communication with the Material
Server and is set to continue processing in MANUAL mode, the following
warning displays: "WARNING: MATERIAL SERVER NOT IN USE." You
can continue to create and run the batch, but automatic binding will not
occur. You are prompted to select the container/phase pair that can
supply the correct material to continue processing the batch.

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Tip: When a recipe is set to Release Recipe to Production,

but makes reference to one or more sub-recipes or
embedded procedures that are not set to Release
Recipe as Step, that recipe cannot be used to create a
batch. Ensure that all steps in the recipe are set to
Release Recipe as Step.

To add a batch to the Batch List:

1. Click the Add Batch button. The Recipe List dialog box contains all
recipes that have been approved as Release Recipe to Production. The
dialog box allows you to specify the field on which to filter and sort.

2. Click Options.

3. Select a recipe in the Recipe List dialog box. Click OK.

4. If the recipe contains a material class-based phase, the Material Value

Selection dialog box displays.

5. From the Material list, select the material you want to use in this particular
batch, and then click Create.

Use extreme caution when operating without the Material Server. The
container/phase list is not filtered by the Material Server when it is
unavailable. Failure to select the correct container/phase pair could
result in a hazardous situation, depending on the material. (See Process
batches without the Material Server for more information.)

6. If a batch ID is not automatically generated, type a unique Batch ID. The

batch ID can be comprised of any character except the following:

• The defined list separator

• Spaces
• Single or double quotes
• Brackets
• Parentheses
• Percent sign (%)
• Tab character ( \t )
• Carriage return character ( \r )
• New line character ( \n )
The maximum length of the Batch ID is 255 characters.

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Tip: If the Batch ID box appears dimmed, you cannot change it. The option to
make the Batch ID editable is set by the system administrator in the
System Configuration and Defaults dialog box on the General tab.

7. In the Batch Scale box, type the percentage that you want to scale the
recipe, if the batch is to be run at a percentage other than 100%.

• All phase parameters that were marked as scalable in the FactoryTalk

Batch Equipment Editor and all operation or unit parameters that were
marked as scalable in the FactoryTalk Batch Recipe Editor are adjusted
proportionally by the percentage you enter. Any phase, unit, or
operation parameters that are not marked as scalable are not adjusted;
their values remain the same as the original value specified no matter
how the batch is scaled.

8. (optional) Select the Value cell in the Formula Values area and type a new
value if there are formula values that need to be assigned or modified.

• If this is a class-based recipe, and the recipe has a unit allocation method
of At Batch Creation or Operator Choice, you must specify the unit
allocation requirements.
• If the unit allocation method is At Batch Creation, you must choose a
specific unit from a list of the available units.
• If the unit allocation method is Operator Choice, then you can choose
from a list of available units, or you can select the Prompt or First
Available unit allocation methods.

9. Click the Bound Unit cell in the Unit Binding area to activate the Bound
Unit list. Make an appropriate selection.

Tip: If the recipe does not require that any formula values be assigned, the
Formula Values area contains a single blank row. Likewise, if the recipe
does not require any unit binding, the Unit Binding area contains a single
blank row.

10. Click Create to add the batch to the Batch List window. The Start Batch
command button is enabled.

Important: If control strategies are enabled for a recipe, changing the selected
control strategy after the recipe is added to the batch list could
corrupt that recipe.

See also

Batch List view on page 58

Process batches without the Material Server on page 25

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Remove a batch from the Batch List on page 62

Add a comment to an electronic batch record on page 62

Remove a batch from To remove a batch from the Batch List view, selected the batch that is to be
the Batch List removed. The batch:

• Cannot be in MANUAL mode.

• Must be inactive. Inactive states are: STOPPED, COMPLETE,
ABORTED or READY.

To remove a batch from the Batch List:

1. Select the batch to remove.

2. Click the Remove Batch button.

See also

Add a batch to the Batch List on page 59

Batch List view on page 58

Add a comment to an electronic batch record on page 62

Add a comment to an Comments can be added to an electronic batch record for a specific batch or all
electronic batch record batches that are currently in the batch list. An event type of Comment is placed in
the batch record of the specified batch(es). Comments are added from the Batch
List window.

To add a comment to an electronic batch record:

1. In the Batch List view, select the batch that you want to add a comment.

2. Click the Comment button.

The Batch Comment dialog box opens.

3. Type the appropriate comment.

4. (optional) If you want to add the comment to all batches that are currently
in the batch list, select the All Batches check box.

5. Click OK to return to the Batch List view.

See also

Add a batch to the Batch List on page 59

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Remove a batch from the Batch List on page 62

Batch List view on page 58

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FactoryTalk Batch View windows

The FactoryTalk Batch View consists of ten different windows. The main View
interface and the Batch List view are described in the section titled FactoryTalk
Batch View Interface.

The remaining View windows are described in this section.

See also

Procedure as SFC window on page 65

Procedure as Table window on page 74

Event Journal window on page 76

Unacknowledged Prompts window on page 78

FactoryTalk Batch View interface on page 19

Procedure as SFC The Procedure as SFC window displays the sequential function charts (SFCs) of
the currently selected batch. You can watch a batch execute its steps and
window transitions as well as review applicable recipe comments. You can also command a
batch from within the Procedure as SFC window by using the command
buttons.

The Procedure as SFC window consists of three distinct sections that are
separated by split bars: Procedural Hierarchy area, SFC area, and Auxiliary
Index View. You can click and drag any of the splitter bars to resize the individual
sections. If you drag the split bar that is between the SFC area and the command
buttons to the left, the Recipe Table area is revealed.

See also

Commands available in the Procedure as SFC window on page 66

Command a batch on page 99

Procedural Hierarchy area on page 67

Auxiliary Index view on page 68

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SFC Display area on page 57

Commands available in Command a batch from within the Procedure as SFC window by using the
the Procedure as SFC command buttons.
window

The following commands can be issued:

• Start Step (if a batch is PAUSED, then the Start Step button becomes the
Resume Step button; if a batch is HELD, then the Start Step button
becomes the Restart Step button)
• Hold Step
• Stop Step
• Abort Step
• Timer Reset
• Timer Complete
• Manual
• Semi-Auto
• Auto
• Bind
• Active Step Change
• Clear All Failures

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See also

Procedure as SFC window on page 65

Command a batch on page 99

Procedural Hierarchy The Procedural Hierarchy area displays the details of the entire batch. Each
area procedural element can be displayed with each of the following:

• Current State
• Current Unit
• Current Mode
• Key Parameters

See also

Procedure as SFC window on page 65

SFC area on page 67

Auxiliary Index view on page 68

Batch List view on page 58

SFC area The SFC area provides information regarding the running batch. At the top of the
area is the SFC area header. The header contains the view sizing buttons and
displays the level information.

The Recipe Level, Step Name, Step State, and Mode displays for the selected step.
The Binding Info or PAUSED text box also displays for the selected step. The
information varies depending on the current step state. If the selected step is in the
PAUSED mode, then PAUSED shows. Otherwise, the binding information for
the selected step shows. If the step is bound, the name of the unit to which it is
bound shows. If the step is not bound to a unit, then the unit requirement name
shows. Steps waiting for an operator prompt, or unit availability, display
BINDING in place of the unit name or unit requirement name.

The SFC structure is color coded, which allows you to easily recognize the state of
a specific step. The SFC structure displays the step name on the first line of the
step, regardless of the level being reviewed. Steps that represent unit procedures or
operations display their binding information on the second line in the step. If the
step is bound, then the name of the unit to which it is bound shows. If the step is

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not bound, then the unit requirement name shows. The step’s current state
displays in the lower left corner of the step, and the current mode displays in the
lower right corner of the step.

Tip: Transition conditions do not update dynamically in the

FactoryTalk Batch View. You must reopen the
Transition Expression dialog box to update the
transition data.

When a transition is paused, the SFC area displays PAUSED to the left of the
transition. When a step is acquiring resources, the SFC area displays
ACQUIRING to the left of the transition. To view the results of the transition
expression evaluation, double-click the transition to open the Transition
Expression dialog box. Transition expressions display to the right of the
transition.

See also

Procedure as SFC window on page 65

Batch List view on page 58

Auxiliary Index view The Auxiliary Index view displays information regarding the recipe, prompts,
parameters, reports, arbitration, and unit binding for the step that is selected in
the Procedural Hierarchy area or the Procedure as SFC view.

The Recipe Information tab displays general information about the selected
control recipe such as: name, product code, version, and procedure information.

The Prompts tab displays all prompts for the selected step of the control recipe.
You can also acknowledge prompts from this tab by double-clicking the prompt
item.

The Parameters tab displays the parameters for the selected step of the batch. If a
control strategy is enabled for the selected step, the control strategy displays at the
top of the list and all parameters assigned to that control strategy are displayed
below it. Parameters can be changed from this tab by double-clicking the
parameter item and typing a new value in the Update Parameter Value dialog
box. Deferred parameters can only be viewed. (See the FactoryTalk Batch Recipe
Editor User’s Guide for more information about deferred parameters.)

If a parameter expression was used to determine the value of the parameter, you
can display that information by double-clicking that parameter item to open the
View Expression Parameter Value dialog box.

The expression value cannot be changed. However, there may be times when you
must override the expression and assign a new value when responding to
extraordinary circumstances.

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The Reports tab displays the reports for the selected step of the batch. If a control
strategy is enabled for the selected step, only reports associated with that control
strategy show.

If an expression was used to determine the value of a report, you can display that
information by double-clicking a report item to open the View Expression
Report Value dialog box.

Report parameters cannot be changed by the operator because that would be

considered corrupting the record of the execution of a procedure. However, there
may be circumstances where the value of a report causes needed operator
interaction, for example, a force transition or a recipe parameter change:

• A transition expression references the report parameter and its value is

preventing the transition from firing. Use the Force Transition option to
force the transition to fire.
• A recipe parameter is dependent on a report parameter to provide its value.
If the report parameter is incorrect or undesirable, you can override the
recipe parameter so that the recipe continues to run.

The Arbitration tab displays resource arbitration information in the context of

the selected recipe element.

Tip: Once a batch is added to the Batch List view, control strategies
associated with the batch cannot be reassigned. However, parameter
and report values assigned to control strategies can be altered within
the pre-defined ranges.

The Binding tab displays the unit requirements for the step that is selected in the
Procedural Hierarchy area or the Procedure as SFC view. The information on
the Binding tab includes:

• Unit Requirements for the Batch Procedure or the unit requirement

associated with the step that is selected in the Procedural Hierarchy area or
the Procedure as SFC view.
• Binding Requirements associated with the step selected in the Procedure as
SFC view or Procedure as Table view.
• Binding Preferences associated with the step selected in the Procedure as
SFC view or Procedure as Table view. At the unit procedure or unit
operation level, there is only one unit requirement.

See also

Procedure as SFC window on page 65

SFC area on page 67

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Procedural Hierarchy area on page 67

Force a transition to fire on page 103

Override an expression value on page 102

Binding Requirements and The Binding tab of the Auxiliary Index view is divided into 3 sections:
Preferences view
• Unit requirements
• Binding requirements
• Binding preferences

A binding requirement is an object that can be evaluated against instances of a unit

class to determine which instances of the class are legal bind candidates for a unit
requirement. When attempting to bind a unit requirement during recipe
execution, the entire set of binding requirements defined on the unit requirement
is evaluated against each potential binding candidate. Units that are unable to
meet every binding requirement defined on the unit requirement are eliminated as
potential binding candidates for the unit requirement.

A binding preference is an object that can be evaluated against an instance of a unit

class in order to sort the legal bind targets for a unit requirement into a most
preferred order.

See also

Unit requirements on page 70

Binding requirements on page 71

Binding preferences on page 72

Unit requirements Unit Requirements displays all the unit requirements for the batch procedure or
the unit requirement associated with the step that is selected in the Procedural
Hierarchy area or the Procedure as SFC view. At the unit procedure or operation
levels, there is only one unit requirement.

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See also

Binding Requirements and Preferences view on page 70

Procedure as SFC window on page 65

Procedural Hierarchy area on page 67

Binding requirements Binding Requirements is in the middle section of the Binding tab of the
Auxiliary Index view. When you select a step in the Procedure as SFC view or
Procedure as Table view for a batch procedure, the associated binding
requirements are displayed in the Binding Requirements area. If the recipe is a
unit procedure or operation, the binding requirements are displayed independent
of a step being selected.

Tip: When the Binding tab of the Auxiliary Index view is first
shown, the Binding Requirements associated with the
step selected in the Procedure as SFC view or
Procedure as Table view are shown. If no step is
selected, the Binding Requirements list is blank unless
the recipe is a Unit Procedure or Operation.

The following columns are available in the Binding Requirements area:

• Requirement Type: Displays the user-configurable bind requirement type.

The possible types are: Require Phase, Reject Phase, Require Attribute,
Reject Attribute, and Expression.
• Requirement Description: Displays a text description of the requirement
and depends on the type of requirement selected. The description can be
the Phase Name, Unit Attribute Name, or an Expression. The contents of
the Description column depends on the Type selected. The table below
summarizes the contents of the Description field for each requirement
Type:
Bind Requirement Types Description
Require Phase Phase name
Require Attribute Unit Attribute name
Reject Phase Phase name
Reject Attribute Unit Attribute name
Expression Boolean expression

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See also

Binding requirement expression values on page 72

Binding Requirements and Preferences view on page 70

Procedure as SFC window on page 65

Procedure as Table window on page 74

Binding requirement Double-clicking a binding requirement expression in the Auxiliary Index view
expression values opens the Binding Requirement Expression Values dialog box. In the dialog
box, you find a:

• List of units that are potential legal binding candidates for the unit
requirement.
• Value indicating whether those candidates currently meet the selected
binding requirement.
• List of the inputs used to evaluate the expression.

The content of the Expression is Boolean; it evaluates to Yes or No. This is the
only expression allowed for a binding requirement. The values dynamically update
as the inputs to the expression change.

See also

Binding requirements on page 71

Binding Requirements and Preferences view on page 70

Auxiliary Index view on page 68

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Binding preferences On the Binding tab of the Auxiliary Index view, when you select a step in the
Procedure as SFC view or Procedure as Table view for a batch procedure, the
associated binding preferences are displayed in the Binding Preferences area. If
the recipe is a unit procedure or operation, the binding preferences are displayed
independent of a step being selected.

Tip: When the Binding tab of the Auxiliary Index view is first
shown, the Binding Preferences associated with the step
selected in the Procedure as SFC view or Procedure
as Table view are shown. If no step is selected, the
Binding Preferences list is blank unless the recipe is a
Unit Procedure or Operation.

The following columns are available in the Binding Preferences area:

• Preference Type: Displays the bind preference type as configured by the

user. The possible types are: Prefer Phase, Avoid Phase, Prefer Attribute,
Avoid Attribute, Minimize Expression, Maximize Expression, and Boolean
Expression.
• Preference Description: Displays a text description of the preference. The
description depends on the type of preference selected. The description can
be the Phase Name, Unit Attribute Name, or an Expression. The contents
of the Description column depends on the Type selected. The table below
lists the contents of the Description field for each preference Type:
Bind Preference Types Description
Prefer Phase Phase name
Prefer Attribute Unit Attribute name
Avoid Phase Phase name
Avoid Attribute Unit Attribute name
Expression Expression that must evaluate to Yes or No
Minimize Expression Expression to be minimized
Maximize Expression Expression to be maximized

See also

Binding preferences expression values on page 74

Binding Requirements and Preferences view on page 70

Procedure as SFC window on page 65

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Procedure as Table window on page 74

Binding preferences The Binding Preference Expression Values dialog box displays the result of
expression values evaluating the binding preference expression for each of the units that are
potential legal binding candidates for the selected unit requirement. Double-click
a binding preference in the Auxiliary Index view opens the Binding Preference
Expression Values dialog box. In this dialog box, you find a:

• List of units that are potential legal binding candidates for the unit
requirement.
• Value indicating the evaluation of the selected binding preference
expression for that unit.
• List of the inputs used to evaluate the expression.

The content of the Expression depends on the Type selected. The following lists
the contents of the Expression field for each Type:

Bind Preference Types Expression

Boolean Expression Expression that must evaluate True
Minimize Expression Expression to be minimized
Maximize Expression Expression to be maximized

See also

Binding preferences on page 72

Binding Requirements and Preferences view on page 70

Auxiliary Index view on page 68

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Procedure as Table The Procedure as Table window displays batches in table format. You can see
components of every procedural element in the currently selected batch. You can
window command a batch from within the Procedure as Table window using the
command buttons.

The Procedure as Table window consists of three distinct sections separated by

splitter bars: the Procedural Hierarchy view, the Auxiliary Index view, and the
Recipe Table area. You can click and drag the splitter bars to resize the individual
sections. If you drag the splitter bar between the Procedural Hierarchy view and
the Recipe Table area to the right, the SFC area is revealed.

See also

Batch List view on page 58

Procedural Hierarchy area on page 67

Recipe table area on page 76

SFC area on page 67

Commands available in Command a batch from within the Procedure as Table window using the
the Procedure as Table command buttons.
window

The following commands can be issued from within the Procedure as Table
window:

• Start Step | Resume Step | Restart Step

• Hold Step
• Stop Step
• Abort Step
• Reset Timer Step
• Force Timer Step to Complete

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• Manual
• Semi-Auto
• Auto, Bind
• Active Step Change
• Clear All Failures

See also

Procedure as Table window on page 74

Command a batch on page 99

Recipe table area The Recipe Table area displays batch information in a table format. One of the
following tables displays based on the recipe level selected in the Procedural
Hierarchy area:

• Procedure table
• Unit Procedure table
• Operation table

See also

Procedure as Table window on page 74

Auxiliary Index view on page 68

SFC area on page 67

Event Journal The Event Journal window displays the electronic batch record for a specific
batch. The electronic batch record contains information about the events that
window occur during batch execution or phases executed in the Phase Control window.
FactoryTalk Batch automatically creates the electronic batch record. You can view
the electronic batch record while the batch or phase is running or after processing
is complete. To specify the event types included in the electronic batch record, use
the FactoryTalk Batch Equipment Editor Server Options dialog box. (See the
FactoryTalk Batch Equipment Editor User Guide for more information.)

See also

View the event journal after batch execution on page 76

Filter entries in an event journal on page 77

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View the event journal View information about the events that occur during batch execution in the
after batch execution electronic batch record.

To view the event journal after batch execution:

1. Open the Event Journal window.

If the Filtering pane is hidden, drag the split bar to the right.

2. Click the Journal button to open the Event Data Files dialog box.

3. Select the appropriate batch and click OK.

See also

Event Journal window on page 76

Filter entries in an event journal on page 77

Filter entries in an Specify the type of entries to display on the Filtering pane in an event journal, up
event journal to three fields at a time. You can view specific event types, for example, reports,
parameters, or step changes.

The wild card is an asterisk (*) character and can be used in conjunction with
other characters. For example, type A* in the Filter column for State. This limits
the batches that display in the Batch List view to only those batches that have been
ABORTED. Or, type *ED in the Filter column for State to display only those
batches whose states end in ED, such as ABORTED, STOPPED. The wild card
can begin, or end, or both start and end the Filter column.

To filter entries in an event journal:

1. With the appropriate event journal opened, from the Column list in the
Filtering pane, select the first field on which to filter.

2. In Filter 1, type the appropriate filter information using wild cards.

3. If required, repeat steps 1 and 2 for Column 2 and Column 3.

4. Click Refresh to display the event data that meets the specified filter
criteria.

See also

View the event journal after batch execution on page 76

Event Journal window on page 76

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Unacknowledged The Unacknowledged Prompts window displays prompts for the currently
running batches. Prompts are used to alert operators when requests for phase
Prompts window parameter values are issued. Batch execution cannot complete until the prompt(s)
are acknowledged. When the Unacknowledged Prompts button flashes, click the
button to open the Unacknowledged Prompts window.

When cross invocation is invoked from the Unacknowledged Prompts window,

the PATH or CREATEID information (escape sequence %P) for the selected
prompt is only correct for the first menu selection. You must leave the
Unacknowledged Prompts window and return to display the information
correctly. (See the FactoryTalk Batch Administrator Guide for more information.)

See also

Acknowledge a prompt on page 78

Acknowledge a material phase step prompt on page 78

Acknowledge a prompt Batch execution cannot complete until prompts are acknowledged. The prompt is
removed when the acknowledgment is complete.

To acknowledge a prompt:

1. Select Unacknowledged Prompts.

2. Double-click the prompt to be acknowledged.

3. Type the appropriate value for the parameter.

4. Select Acknowledge.

See also

Acknowledge a material phase step prompt on page 78

Acknowledge a Prompts alert operators when requests for parameter values are issued. Control
material phase step recipe execution cannot complete until the prompt(s) are acknowledged.
prompt To acknowledge a material phase step prompt:

1. Open the Prompt to Bind a Material Phase Step dialog box and select a
container and phase to use.

2. Click the Unacknowledged Prompts button to open the

Unacknowledged Prompts window.

3. Double-click the prompt. The Prompt to Bind a Material Phase Step

dialog box opens with the current prompt data shown.

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4. Select a lot or storage container to bind the material to and click OK. The
prompt is acknowledged and removed from the Prompts List.

See also

Acknowledge a prompt on page 78

Signature List The Signature List window displays signatures waiting to be acknowledged.
Signatures are requests for signoffs that require user permissions and optional
window comments. When a signature is generated against a batch, you acknowledge the
signature by completing the associated signoffs.

The requested user information in a signature is determined by the signature

template defined in the area model.

See also

Acknowledge a signature on page 79

Additional signature request types on page 82

Signature request cancellation on page 82

Signoff failures on page 83

Acknowledge a To acknowledge a signature, enter the signoff information that is required for
signature validation. Selecting the Close button without completing a signature closes the
dialog box and leaves the signature on the signature list.

To acknowledge a signature:

1. Open the Signature dialog box.

2. Click the flashing Signature List button to display the Signature List
window.

3. Double-click the appropriate signature to open the Signature dialog box.

4. Enter the User ID and Password for the selected signoff.

5. Enter a comment for the selected signoff (if required).

6. Click the Sign button.

Tip: The Signer must be listed under Security

Requirements or be a member of one of the groups in
the list to complete a signoff.

7. Select the next incomplete signoff and repeat steps 3 through 6.

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8. When all signoffs are Complete, click the Close button.

Tip: Signatures contain: Signoffs (1 to 3), Comments

(Required|Optional|None), Last Signoff (Optional -
marked with an asterisk).

See also

Set parameter signature overview on page 80

Command signature overview on page 80

Additional signature request types on page 82

Signature request cancellation on page 82

Signoff failures on page 83

Set parameter If you change a parameter value in the FactoryTalk Batch View and a Param
signature overview Change verification policy is configured on the recipe parameter, the Signature
prompt begins flashing. Batch execution is suspended until the signature is
complete or canceled. The parameter value changes when the signature is
completed.

If a phase parameter has a Param Change verification policy and Deviation Limits
defined, then changing the parameter to a value outside the defined limits
generates two signature requests. The requests are displayed in the Generated
Signatures dialog box.

• If you cancel one of the signatures in a Generated Signatures dialog box,

then all other signatures within the Generated Signatures dialog box are
System Canceled.
• If you close the Generated Signatures dialog box, you can use the
Signature List window to complete the necessary signatures.

See also

Acknowledge a signature on page 79

Signature List window on page 79

Signature request cancellation on page 82

Signoff failures on page 83

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Command signature When a Command verification policy is configured in the area model, and that
overview command is issued against a batch, a signature request is generated and the
Command Signature dialog box opens.

The action associated with the command is not executed until the signature
request is complete. If a command signature request is canceled, then the
associated command is canceled. Command verification policies are configured in
the FactoryTalk Batch Equipment Editor.

You can configure a signature request for the following commands:

• START • RESTART
• HOLD • MANUAL
• RESUME • PAUSE
• SEMI-AUTO • CLEAR FAILURES
• AUTO • ABORT
• DISCONNECT • TIMER RESET
• STOP • TIMER COMPLETE

Important: ABORT is the exception. When an ABORT command is issued, the

command executes. Signature completion is required to remove the
ABORTED batch from the batch list. The ABORT command cannot be
canceled by the user.

See also

Acknowledge a signature on page 79

Signature List window on page 79

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Additional signature The area model supports several types of command verification policies that can
request types generate signature requests during batch execution, prior to batch execution, or
when batch execution is complete. If enabled, the following Signature requests
must be complete before the requested action executes:

• Remove/Reset Batch
• Active Step Change
• Force Transition
• Override Parameter Expression Value
• Clear Override
• Parameter Change
• Parameter Prompt Acknowledge
• Phase Bind
• Phase Bind Prompt Acknowledge
• Set Lots
• Set Labels
• Unit Bind
• Unit Bind Prompt Acknowledge

If an area model is configured to support parameter deviations and a recipe

parameter value exceeds the defined limits, Parameter Deviation Signatures and
Report Parameter Deviation Signatures are generated. If a general usage phase
logic request is received during phase execution, General Usage Signature
requests are generated. (See the PCD Programmer Technical Reference Guide for
more information on General Usage Phase Logic Requests.)

See also

Acknowledge a signature on page 79

Signature List window on page 79

Set parameter signature overview on page 80

Command signature overview on page 80

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Signature request Signatures can be system canceled or user canceled. Selecting the Cancel
cancellation Signature button on a Signature dialog box displays the following dialog box.

Selecting Yes cancels the signature and the associated action. System cancelled
signatures are cancelled along with their associated actions.

See also

Acknowledge a signature on page 79

Signoff failures on page 83

Signature List window on page 79

Signoff failures Electronic signatures are configured and authenticated using FactoryTalk
Security. Only FactoryTalk users with assigned permissions are authorized to
complete signature signoffs. If a user enters an invalid user name or password, an
entry is recorded in the Event Journal and the Signoff Failure dialog box opens.
(For more information on Electronic Signature security, see the FactoryTalk Batch
Administrator Guide.)

See also

Signature List window on page 79

Acknowledge a signature on page 79

Signature request cancelation on page 82

Phase Control The Phase Control window shows phases relative to their physical units rather
than to recipes. From this window, you can view phase-specific information and
window run phases manually, independently of recipes. You can manually force the phase
logic to execute. For this reason, this window is very useful for testing purposes.

The Phase Control window displays process equipment and associated

equipment phases. Process cells or units are displayed on the left side of the
window. Clicking a process cell displays its units in the left side of the window.
Clicking a unit displays status information for its corresponding equipment
phase(s) on the right side of the window.

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You can issue the following commands for a selected phase from within the Phase
Control window:

• Start
• Pause
• Hold
• Stop
• Abort
• Reset
• Acquire
• Release
• Clear All Failures
• Disconnect

These commands affect the selected phase.

See also

Process Cell or Unit Display area on page 84

Phase List Display area on page 86

Phase Specific Information Display area on page 86

Command phases in the Phase Control window on page 87

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Process Cell or Unit The Process Cell and Unit Display area displays unit icons and flow path lines.
Display area The name of the selected Unit or Process Cell displays at the top of this section.
The button in the top right corner of this area is used as a toggle. The button is
only active if a process cell or unit is selected. If the unit(s) show, the button is
labeled Display Process Cells. If the process cell(s) show, the button is labeled
Display Units.

Tip: If Process Cell icons are changed, or units are added in the FactoryTalk
Batch Equipment Editor, you must close and restart the FactoryTalk
Batch View to display the changes in the Phase Control window.

There are three view sizing buttons:

• Decrease display size

• Increase display size
• Fit display to window size

If the area model exceeds the viewable area of the Unit Display area, a scroll bar is
shown that allows you to scroll through the area model. You can also click and
drag the vertical split bar between this area and the Phase List Display area to
enlarge or decrease the size of each area.

When a unit is selected in the Manual Phase Control window, cross invocation
does not pass the PATH or CREATEID information for the escape sequence,
%P. (See the FactoryTalk Batch Administrator Guide for more information.)

See also

Phase Control window on page 83

Phase List Display area on page 86

Phase Specific Information Display area on page 86

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Phase List Display The Phase List Display area includes a button for each of the phases that belong
area to the unit selected in the Unit Display area. Each phase button displays the phase
name, phase state, step index (when running), and phase mode. The possible
modes are:

• A (Operator Controlled Auto)

• PA (Program Controlled Auto)
• S (Operator Controlled Semi-Auto)

The State text and Step Index box are color coded to match the state of the active
phase. There is a series of three lights to the right of each phase button that
indicates the current owner of the phase. If the phase is owned, the appropriate
light is illuminated (Pr for Program, Opr for Operator, or Ext for External). If a
phase fails, FAILURE!!! displays in red text below the owner lights for the failed
phase.

The Next button is enabled if the unit contains more phases than can be displayed
in the area. Click the Next button to display the next group of phase buttons. The
Previous button is enabled after clicking the Next button. In the area below these
buttons, messages and failures related to the selected phase are shown.

See also

Phase Control window on page 83

Process Cell or Unit Display area on page 84

Phase Specific Information Display area on page 86

Phase Specific Information regarding the selected phase is displayed in the Phase Specific
Information Display Information Display area, including the phase name, phase state, batch ID, and
batch state. There is also an Unacknowledged Prompts area, where the prompts
area for the selected phase are displayed and can be acknowledged. Use the
Acknowledge button to open the Acknowledge dialog box for the selected
prompt. Requests for the selected phase are displayed below the prompts. The

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Mode options are used to specify the mode for the selected phase. The default
mode is Auto. These options are disabled until the phase is started, or on any
subsequent executions of this phase.

See also

Phase Control window on page 83

Process Cell or Unit Display area on page 84

Phase List Display area on page 86

Command phases in To directly command a phase, you must first acquire it. A phase can only be
the Phase Control acquired when it is not currently owned. You must release the phase when it is no
longer needed in order to make it available to other batches.
window
AUTO mode

You can run a phase using the AUTO mode in the Phase Control window.
When a phase is in the AUTO mode, an A is displayed next to the step index on
the phase button. While the phase is running, RUNNING displays on the phase
button. RUNNING also displays in the Phase Specific Information Display
area.

SEMI-AUTO mode

You can manually step through a phase using the SEMI-AUTO mode in the
Phase Control window, as long as the phase logic is programmed with break
points. Semi-auto processing allows you to test the functionality of the phase logic
prior to releasing the phase for general use. When a phase is in SEMI-AUTO
mode, an S displays next to the step index on the phase button. PAUSED displays
on the phase button, in dark blue text, on the line between the phase name and its

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current state. PAUSED also displays, along with the current state, in the Phase
Specific Information Display area.

Manual phase control

The phase can be run from within the Phase Control view, in a process called
manual phase control. You must release the phase when it is no longer needed in
order to make it available to other batches.

See also

Perform semi-auto phase processing on page 95

Command a phase using AUTO mode on page 92

Acquire a phase To directly command a phase, you must first acquire it. A phase can only be
acquired when it is not currently owned.

To acquire a phase:

1. Open the Phase Control window.

2. Click the button of the phase that you want to acquire.

3. Click the Acquire button, and then confirm the command.

The Opr light for the selected phase turns green. The green indicates that
the operator has control of the phase. The mode changes to A.
Tip: If the phase you are attempting to acquire is running,
the phase is acquired upon completion of that phase.

See also

Command phases in the Phase Control window on page 87

Phase Control window on page 83

Acquire a material phase on page 88

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Acquire a material phase To directly manipulate a phase, you must first acquire it. A phase is only acquired
when it is not currently owned.

If communication with the Material Server fails while you have

the Phase Control dialog box open, all containers associated
with the phase are shown. The list is not filtered by the
selected material. Use extreme caution when operating
without the Material Server. Failure to select the correct
container or phase pair could result in a hazardous situation,
depending on the material.

To acquire a material phase:

1. Open the Phase Control window.

2. Select the material-enabled phase to be acquired by clicking the

corresponding Phases button.

3. Click the Acquire button, and then confirm the command.

The Opr light for the selected phase turns green. The green indicates that
the operator has control of the phase. The mode changes to A.
Tip: If the phase you are attempting to acquire is running, the
phase is acquired upon completion of that phase.

4. Click Start and then confirm the command.

5. If the phase is configured as both a material distribution and addition, from

the Feed Type list, select the type you need for this phase.

If not, the configured Feed Type for the material phase is listed and cannot
be changed.

6. Select a material to be acquired from the Material list, and click OK.

The Phase Control dialog box opens in which you bind the phase.
Any configured containers associated with the selected material are listed in
the Make a Selection to Bind Phase area.

7. Select a container that determines the requirements of the phase and the
material to bind the MATERIAL step, and click OK.

You are returned to the Phase Control window. The batch state displays
DOWNLOADING.

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Tip: If the phase has Automatic Upload/Download

configured, the Unacknowledged Prompts area
displays a description of the prompt to be acknowledged.

See also

Acknowledge a prompt for a phase on page 90

Command phases in the Phase Control window on page 87

Process batches without the Material Server on page 25

Start a phase Start a phase in the Phase Control window.

To start a phase:

1. Open the Phase Control window.

2. In the Phases area, select the appropriate phase and acquire the phase.

3. Click Start to initiate the phase and then confirm the command.

4. Type a unique batch ID for the manual phase control batch.

5. (optional) If control strategies are enabled for the phase, select the
appropriate control strategy from the Control Strategy list.

6. Click OK.

Important: Batch IDs must be unique or the Arbitration window will not
update correctly.

See also

Command phases in the Phase Control window on page 87

Acquire a phase on page 88

Acknowledge a prompt for Prompts alert operators when requests for parameter values are issued. Control
a phase recipe execution cannot complete until the prompt(s) are acknowledged.

To acknowledge a prompt for a phase:

1. Acquire the appropriate phase, and then start the phase.

2. In the Phase Specific Display area, select the prompt to be acknowledged.

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3. Click Acknowledge.

The Acknowledge dialog box opens.

4. Type the appropriate value for the prompt.

5. Click Acknowledge.

The prompt is removed from the list when the acknowledgment completes.

See also

Command phases in the Phase Control window on page 87

Phase Control window on page 83

Reset a phase Reset a phase in the Phase Control window.

To reset a phase:

1. In the Phases area, select the phase button for the phase to be reset.

2. Click the Reset button.

If the phase has been run, it must be reset prior to being released.

See also

Command phases in the Phase Control window on page 87

Phase Control window on page 83

Release a phase Release the phase when it is no longer needed to make it available to other batches.

To release a phase:

1. Select the phase button for the phase that is to be released.

2. Click Release. The Opr light for the selected phase turns gray, indicating
that you no longer own the phase.

See also

Command phases in the Phase Control window on page 87

Acquire a phase on page 88

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Command a phase You can run a phase using the AUTO mode in the Phase Control window.
using AUTO mode When a phase is in the AUTO mode, an A is displayed next to the step index on
the phase button. While the phase is running, RUNNING displays on the phase
button. RUNNING also displays in the Phase Specific Information Display
area.

In the System Configuration and Defaults dialog box Phase Control tab, if the
Obtain From Unit option is enabled, a default batch ID is automatically created
based on the control recipe that currently has ownership of the unit in which the
phase is started. If no control recipe exists, the batch ID is assigned the default
BATCH_ID.

Important: Batch IDs must be unique or the Arbitration window will not update
correctly.

In the System Configuration and Defaults dialog box Phase Control tab, if the
Allow Override option is enabled, you can type a Batch ID other than the one
that is automatically created. If Allow Override is not enabled, the automatically
created Batch ID cannot be changed. The Allow Override option is only
applicable if the Obtain From Unit option is enabled.

To command a phase using AUTO mode:

1. Open the Phase Control window.

2. Select the unit in the Unit Display area on which the desired phase resides.
The Phases List Display area displays the status and ownership of all phases
in the unit. Phases that are not running are in IDLE status.

3. In the Phases List Display area, select the desired phase.

4. Click the Acquire button and the Opr button turns green when the
phase acquisition is complete.

5. Click the Start button to initiate the phase.

A confirmation dialog box displays that prompts you to confirm that you
want to start the phase.

6. Click Yes to start the phase, or No to cancel the phase initiation.

7. Type a unique batch ID when prompted and click OK to continue, or

Cancel to cancel the phase initiation.

The Phase button displays the current step index and the active state, both
in the appropriate color. The mode displays next to the step index box as an
A for operator-controlled AUTO mode. The phase transitions to the

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RUNNING state and then to the COMPLETED state after all steps are
executed.

Important: Batch IDs must be unique or the Arbitration window will not update
correctly.

8. Once the phase is complete, it must be reset. Click the appropriate Phase
button, and then click the Reset button.

9. Click the Release button.

The Opr button is no longer illuminated, which indicates that there is no

current owner of the phase.

See also

Phase Control window on page 83

Semi-auto processing Semi-auto processing allows you to control the execution of steps in a specific
recipe level. SEMI-AUTO mode can be helpful when attempting to troubleshoot
a recipe. A recipe level can be placed in SEMI-AUTO mode when the batch is in
MANUAL or AUTO mode. When a batch or step is placed in SEMI-AUTO
mode, all higher level steps are placed in MANUAL mode, and all lower level steps
are placed in AUTO mode. You should select the lowest appropriate recipe level
and then place it in SEMI-AUTO mode. The step that is active at the time the
recipe level is placed in SEMI-AUTO mode completes, including its subordinate
steps. Batch execution then pauses at the next transition as the conditional
expression becomes TRUE. You must issue the RESUME command to initiate
the next step of the selected recipe level.

For example, assume you have a recipe with two unit procedures in succession.
The first unit procedure consists of three operations. The first two operations run
in parallel and the third follows the two parallel operations. Once you start the
batch, you place the first unit procedure within this recipe in SEMI-AUTO mode,
which places the procedure in MANUAL mode. The two parallel operations
execute normally, and execution pauses prior to starting the third operation. You
then issue the Resume command to continue the execution of the third operation.
However, execution of the batch halts prior to the second unit procedure because
the procedure is in MANUAL mode. To continue execution of the second unit
procedure, you must place the procedure in AUTO mode. The batch then
continues to execute normally and runs to completion.

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A batch or step can be placed in SEMI-AUTO mode when it is in MANUAL or

AUTO mode. A batch can be placed in SEMI-AUTO mode from the following
FactoryTalk Batch View windows:

• Batch List view

• Procedure as SFC view
• Procedure as Table view

See also

Perform semi-auto processing on page 94

Perform semi-auto Place a batch or step in SEMI-AUTO mode, to control the execution of steps in a
processing specific recipe level.

To perform semi-auto processing:

1. In the Batch List view, select the batch that is to be placed in SEMI-AUTO
mode.

2. Open the appropriate FactoryTalk Batch View window.

3. Select the recipe level that is to be placed in SEMI-AUTO mode.

4. Click the Semi-auto button.

5. Once you are ready to continue execution, select the step that is to be
resumed.

6. Click the Resume Batch button or Resume Step button and the step
transitions to the RUNNING state.

7. Repeat steps 5 and 6 until each of the subordinate steps have been run.

8. You can now place the batch in AUTO mode and continue normal
execution, perform an active step change, or perform semi-auto processing
at another recipe level.

See also

Semi-auto processing on page 93

SEMI-AUTO recipe mode on page 104

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Semi-auto phase You can manually step through a phase using the SEMI-AUTO mode in the
processing Phase Control window, as long as the phase logic is programmed with break
points. Semi-auto processing allows you to test the functionality of the phase logic
prior to releasing the phase for general use. When a phase is in SEMI-AUTO
mode, an S displays next to the step index on the phase button. PAUSED displays
on the phase button, in dark blue text, on the line between the phase name and its
current state. PAUSED also displays, along with the current state, in the Phase
Specific Information Display area.

See also

Perform semi-auto phase processing on page 95

Perform semi-auto phase Manually step through a phase using the SEMI-AUTO mode in the Phase
processing Control window.

Tip: The phase logic must set the Paused bit where appropriate. These
programmed break points determine where the phase pauses while in
semi-auto processing.

To perform semi-auto phase processing:

1. Select the unit in the Unit Display area on which the desired phase resides.

2. Select the desired phase button in the Phases List Display area.

3. Click Acquire.

4. Click Start to initiate the phase.

5. Click Yes to start the phase, or click No to cancel the phase initiation.

6. Type the batch ID when prompted, and click OK to continue.

7. Select the Semi-Auto option to initiate processing.

8. Respond to any unacknowledged prompts.

9. Click the Resume button to restart execution of the phase.

10. With the appropriate phase button selected, click Auto to return the phase
to the AUTO mode.

11. Click the Reset button.

12. Click the Release button.

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See also

Semi-auto phase processing on page 94

Arbitration window In the Arbitration window, you can view current resource allocation information,
acquire available resources, and release operator-owned resources.

The Arbitration window provides a method for displaying arbitration

information from different perspectives. Resources have a limited number of
owners based on their definition in the area model. You can acquire a resource
when it is not currently owned, or the number of current owners is less than the
defined maximum number of owners. Only the current owner can release a
resource.

The Arbitration window consists of the following areas:

• All Devices
• Devices List
• Command buttons
• Current Profile
• Priority List

See also

System Configuration and Defaults dialog box on page 31

Acquire and release You can acquire a resource when it is not currently owned, or the number of
resources current owners is less than the defined maximum number of owners. Only the
current owner can release a resource.

To acquire and release resources:

1. Click the appropriate List Devices option to specify the device focus.

2. Select a resource from the Devices list.

Its Current Profile and Priority List shows.

3. Click the Acquire button to gain ownership of a resource.

If the resource is available, you gain ownership of the resource. Otherwise,

Operator is added to the resource’s Needed By list.

4. Click the Release button to release ownership of a resource.

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The Release button is only enabled if you currently own the resource.

See also

Arbitration window on page 96

Alarm Summary The Alarm Summary window displays all phase failure and phase error messages
for the current batches. Each message listed includes the following columns:
window
• Phase
• State
• Failure
• Unit
• Batch ID

The Alarm Summary button flashes when an alarm is being generated and stops
flashing when the Alarm Summary window becomes the active FactoryTalk
Batch View window.

See also

View alarm messages on page 97

Clear failure messages on page 97

View alarm messages View any phase failure or error messages that have not been cleared in the Alarm
Summary window.

To view alarm messages:

• Open the Alarm Summary window.

See also

Clear failure messages on page 97

Alarm Summary window on page 97

Clear failure messages You can clear all failure and error messages by clicking Clear All Failures from
any of the following windows:

• Batch List
• Procedure as SFC
• Procedure as Table

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• Manual Phase Control

See also

Alarm Summary window on page 97

Phase Summary The Phase Summary window displays all equipment phases and their associated
status information in table format. The following information displays for each
window phase:

• Phase Name
• State
• Mode
• Unit
• Step Index
• Owner
• Batch ID
• Message
• Failure

When a phase is selected in the Phase Summary window, cross invocation does
not pass the CREATEID information for the escape sequence, %P. (See the
FactoryTalk Batch Administrator Guide for more information.)

Tip: If the Phase Summary window does not display data, it

is possible that the FactoryTalk Batch Server is not
configured to support the Server API item used in this
window. (For additional information, see the
PhaseDataList item in the Server API Communication
Language Reference Guide.)

See also

System Configuration and Defaults dialog box - Phase Summary tab on

page 54

Configure the Phase Summary tab on page 55

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Command a batch

Using FactoryTalk View, you can issue batch commands from the Batch List
view, the Procedure as SFC view, or the Procedure as Table view. The command
buttons are only enabled for commands that are valid for the batch’s current
conditions. The command buttons on the Batch List view affect the entire batch.
The same command buttons on the Procedure as SFC and Procedure as Table
views affect any currently selected step that is in O-AUTO mode.

Tip: A step is any recipe level within the batch:

• Procedure
• Unit Procedure
• Operation
• Phase
The defaults for the instructions given in this chapter for commanding a
batch are Batch and Step Levels unless otherwise noted.

While commanding a batch, you may receive prompts that require operator input
in order to continue processing the batch. These prompts display in the
Unacknowledged Prompts window of the FactoryTalk Batch View.

See also

Start a batch on page 99

Hold a batch on page 100

Restart a batch on page 101

Abort a batch on page 101

Stop a batch on page 102

Start a batch Start a batch from the following windows.

• Batch List view

• Procedure as SFC view
• Procedure as Table view

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To start a batch:

1. In the Batch List view, select the batch.

2. (optional) In the toolbar, click the Procedure as SFC button or Procedure

as Table button to select the view that you want.

a. Select the highest level of the procedure.

b. The mode must be O-AUTO.

3. Click Start Batch or Start Step.

See also

Command a batch on page 99

Hold a batch This command temporarily stops execution of the batch at a step. A HELD batch
can be RESTARTED, STOPPED, or ABORTED. A batch can be held from the
following FactoryTalk Batch View windows:

• Batch List view

• Procedure as SFC view
• Procedure as Table view

To hold a batch:

1. In the Batch List view, select the batch.

2. (optional) Click Procedure as SFC or Procedure as Table to select the

view you want.

a. Select the step you want to hold.

b. The mode must be O-AUTO.

3. Click Hold Batch or Hold Step.

See also

Command a batch on page 99

Start a batch on page 99

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Restart a batch Restarting a batch begins the execution of the batch that is in the HELD state.
Unless there is an active step change, the batch restarts with the step that was the
active step at the time the batch was HELD.

To restart a batch:

1. In the Batch List view, select the batch.

2. (optional) Choose the SFC View or Table View.

a. Select the step you want to restart.

b. The mode must be O-AUTO.

3. Click Restart Batch or Restart Step.

See also

Command a batch on page 99

Hold a batch on page 100

Abort a batch The ABORT command is used to permanently stop the execution of a batch at
the current step. It is generally used in emergency situations, as you cannot restart
an ABORTED batch.

Abort a batch from the following windows:

• Batch List view

• Procedure as SFC view
• Procedure as Table view
Tip: If a batch contains a phase that is in the UPLOAD_HELD state, the
ABORT command may not abort that phase (it does abort all other
phases, however). If the phase is uploading data to the FactoryTalk Batch
Server, it will not abort unless the phase has transitioned to a different
state. This verifies that all report values are captured. If you want to abort
a phase that is in UPLOAD_HELD, you must first disconnect the phase
and then abort it.

To abort a batch:

1. In the Batch List view, select the batch.

2. (optional) Click Procedure as SFC or Procedure as Table to select the

view you want.

a. Select the step that you want to abort.

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b. The mode must be O-AUTO.

3. Click Abort Batch or Abort Step.

See also

Command a batch on page 99

Stop a batch The STOP command is used to permanently stop the execution of a batch at the
current step in a non-emergency situation. A batch can be stopped from the
following FactoryTalk Batch View windows:

• Batch List view

• Procedure as SFC view
• Procedure as Table view
Important: You cannot restart a STOPPED batch.

To stop a batch:

1. In the Batch List view, select the batch.

2. (optional) In the toolbar, click Procedure as SFC or Procedure as Table

to select the view you want.

a. Select the step you want to stop.

b. The mode must be O-AUTO.

3. Click Stop Batch or Stop Step.

See also

Command a batch on page 99

Override an Like deferred parameter values, the expression value cannot be changed. However,
there may be times when it is imperative to override the expression and assign a
expression value new value when responding to extraordinary circumstances.

Once entered, the new expression value remains valid until you click the Clear
Override button, which commands the expression to evaluate again. The override
information is captured in the event journal for the batch.

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Important: It is strongly recommended that this command be used in

conjunction with a command signature or FactoryTalk Security to
require authorization before an expression value can be overridden.
See the FactoryTalk Batch Administrator Guide for information on
configuring FactoryTalk Security on Batch View commands, or the
FactoryTalk Batch Equipment Editor User Guide for information on
configuring Electronic Signature Templates and Command Policies.

To override an expression value:

1. Double-click the recipe parameter expression containing the value that you
want to override.

2. Click the Override button.

3. Type the override value and click OK.

See also

Command a batch on page 99

Force a transition to The Force Transition command allows a transition to be fired immediately
without the necessity of performing an active step change. If a transition
fire expression references the report parameter and its value is preventing the
transition from firing, use the Force Transition option to force the transition to
fire.

Important: It is strongly recommended that this command be used in

conjunction with a command signature or that FactoryTalk Security
require authorization before a transition can be forced to fire. See
the FactoryTalk Batch Administrator Guide for information on
configuring FactoryTalk Security on Batch View commands, or the
FactoryTalk Batch Equipment Editor User Guide for information on
configuring Electronic Signature Templates and Command
Policies.

To force a transition to fire:

1. Double-click the transition.

2. Click the Force Transition button and then click OK to confirm that you
want the transition to fire.

3. If configured, complete the confirm or electronic signature.

See also

Override an expression value on page 102

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Recipe modes Understanding recipe modes is critical to understanding how to command a

batch. The mode of a recipe defines how the recipe sequences from one step to the
next when transition statements become true. There are three modes of
procedural (recipe) control:

• AUTO: The recipe automatically progresses from step to step when its
transition conditions become true.
• SEMI-AUTO: The recipe does not progress to the next step when its
transition conditions become true until the operator commands the recipe
to resume.
• MANUAL: The operator has complete control over the execution of steps
within a recipe.

See also

AUTO recipe mode on page 104

SEMI-AUTO recipe mode on page 104

MANUAL recipe mode on page 105

AUTO recipe mode In AUTO mode, the recipe automatically progresses from step to step when its
transition conditions become true. There are two types of AUTO mode:

• O-AUTO (Operator-Auto): A recipe step in O-AUTO mode can be

commanded by an operator.
• P-AUTO (Procedure-Auto): A recipe step in P-AUTO mode can only be
commanded by the higher-level recipe step to which it belongs.

The highest recipe level is usually in O-AUTO mode while all subordinate recipe
steps are in P-AUTO mode. Once the operator commands the highest level of the
recipe (which is in O-AUTO mode) to start, the subordinate steps further down
in the recipe hierarchy are automatically put into P-AUTO mode.

See also

Recipe modes on page 103

Place a batch in AUTO mode on page 107

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SEMI-AUTO recipe In SEMI-AUTO mode, the recipe does not progress to the next step when its
mode transition conditions become true until the operator commands the recipe to
resume. In SEMI-AUTO mode, the FactoryTalk Batch Server stops normal
sequencing. Once you place a recipe step in SEMI-AUTO mode, all higher-level
recipe steps that contain the SEMI-AUTO step are automatically placed in
MANUAL mode. When a lower-level recipe step has stopped normal sequencing,
all higher-level recipe steps that contain it also stop normal sequencing.

See also

Recipe modes on page 103

Perform semi-auto processing on page 94

MANUAL recipe mode In MANUAL mode, the operator has complete control over the execution of
steps in a recipe. The FactoryTalk Batch Server stops normal sequencing. Once a
recipe step is placed in MANUAL mode, the lower level steps it contains are
placed in O-AUTO mode. As a result, if a step is placed in MANUAL mode, the
operator can command any lower level steps it contains. Furthermore, when a step
is placed in MANUAL mode, the higher-level steps that contain it are also
automatically placed in MANUAL mode. When a lower-level recipe step has
stopped normal sequencing, all higher-level recipe steps that contain it also stop
normal sequencing.

Steps in MANUAL mode

When a step is placed in MANUAL mode, the steps which contain it further up
in the recipe hierarchy are also automatically placed in MANUAL mode.

For example, if an operation within a procedure-level recipe is placed in

MANUAL mode, the phases that the operation would normally command are
automatically put into O-AUTO mode so they can be directly controlled by the
operator. The unit procedure that contains the operation, which has been placed
in MANUAL mode, is automatically put into MANUAL mode. The procedure
that contains the unit procedure is also automatically put into MANUAL mode.

Recipe levels in MANUAL mode

When you place a recipe level in MANUAL mode, two things happen:

• Any higher-level recipes that contain the step you put into MANUAL
mode, also go into MANUAL mode.
• Any lower-level steps contained by the recipe step in MANUAL mode go
into O-AUTO mode.

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A batch or step that is placed in MANUAL mode allows any lower-level active
step(s) to complete, but the lower-level steps will not automatically transition to
the next step.

You can place a batch or step in MANUAL mode from the following FactoryTalk
Batch View windows:

• Batch List view

• Procedure as SFC view
• Procedure as Table view

For example, assume you have a recipe consisting of two unit procedures in
succession. The first unit procedure consists of three operations: the first two
operations run in parallel and the third follows the two parallel operations.

Once you start the batch, you place the first unit procedure in this recipe into
MANUAL mode. This causes the FactoryTalk Batch software to place the
procedure into MANUAL mode. Since the unit procedure that contains the two
parallel operations is in MANUAL mode, the mode of the two parallel operations
changes to O-AUTO and they execute normally. Execution halts prior to starting
the next operation.

You must now either perform an Active Step Change to specify the next operation
to execute (which you can do since the mode of the operation is O_AUTO) or
return the unit procedure to AUTO mode. If you return the unit procedure to
AUTO mode, it continues to execute normally, but execution stops prior to
starting the second unit procedure because the procedure is still in MANUAL
mode. To start execution of the second unit procedure, you must place the
procedure in AUTO mode to resume normal sequencing.

See also

Recipe modes on page 103

Place a batch in MANUAL mode on page 109

Timer procedure Timer procedures use modes the same way as Null steps. A timer step must be in
modes O-AUTO before it can be reset or forced to complete. However, a tmer step itself
cannot be placed into MANUAL or O-AUTO mode. The procedure, operation,
or unit procedure containing the timer step must be placed in MANUAL mode in
order to change the timer step to O-AUTO.

Procedures containing timer steps observe the following rules:

• If a higher-level procedure is placed into O-AUTO or P-AUTO, the mode

of the timer step is set to P-AUTO.

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Command a batch Chapter 3

• If the level immediately above the procedure containing the timer step is
placed into MANUAL, the mode of the timer step changes to O-AUTO.
• If the procedure containing the timer step is placed into MANUAL, all
recipe levels above the timer step procedure are placed into MANUAL.
• If the procedure containing the timer step is placed into AUTO (only
possible when current mode is MANUAL), the timer step transitions to O-
AUTO mode.
Tip: While the mode of a tmer step has no effect on its
operation, the timer step must be in O-AUTO before it
can be reset or forced to complete.

See also

Recipe modes on page 103

Place a batch in MANUAL mode on page 109

MANUAL recipe mode on page 105

Place a batch in A batch or step that is in SEMI-AUTO or MANUAL mode must be placed in
AUTO mode to resume normal execution. A batch or step can be placed in the
AUTO mode AUTO mode from the following FactoryTalk Batch View windows:

• Batch List view

• Procedure as SFC view
• Procedure as Table view

To place a batch in AUTO mode:

1. In the Batch List view, select the batch.

To place the entire batch in AUTO mode, select the highest recipe level and
place it in AUTO mode (for example, operation, unit procedure, or
procedure).

2. Open the appropriate FactoryTalk Batch View window.

3. Select the recipe level that you want to place in AUTO mode.

4. Click Auto and the batch continues to sequence automatically.

See also

Recipe modes on page 103

AUTO recipe mode on page 104

Rockwell Automation Publication FactoryTalk Batch View User Guide - February 2017 107
 Chapter 3 Command a batch

Semi-auto Semi-auto processing allows you to control the execution of steps in a specific
recipe level. SEMI-AUTO mode can be helpful when attempting to troubleshoot
processing a recipe. A recipe level can be placed in SEMI-AUTO mode when the batch is in
MANUAL or AUTO mode. When a batch or step is placed in SEMI-AUTO
mode, all higher level steps are placed in MANUAL mode, and all lower level steps
are placed in AUTO mode. You should select the lowest appropriate recipe level
and then place it in SEMI-AUTO mode. The step that is active at the time the
recipe level is placed in SEMI-AUTO mode completes, including its subordinate
steps. Batch execution then pauses at the next transition as the conditional
expression becomes TRUE. You must issue the RESUME command to initiate
the next step of the selected recipe level.

For example, assume you have a recipe with two unit procedures in succession.
The first unit procedure consists of three operations. The first two operations run
in parallel and the third follows the two parallel operations. Once you start the
batch, you place the first unit procedure within this recipe in SEMI-AUTO mode,
which places the procedure in MANUAL mode. The two parallel operations
execute normally, and execution pauses prior to starting the third operation. You
then issue the Resume command to continue the execution of the third operation.
However, execution of the batch halts prior to the second unit procedure because
the procedure is in MANUAL mode. To continue execution of the second unit
procedure, you must place the procedure in AUTO mode. The batch then
continues to execute normally and runs to completion.

A batch or step can be placed in SEMI-AUTO mode when it is in MANUAL or

AUTO mode. A batch can be placed in SEMI-AUTO mode from the following
FactoryTalk Batch View windows:

• Batch List view

• Procedure as SFC view
• Procedure as Table view

See also

Perform semi-auto processing on page 94

Perform semi-auto Place a batch or step in SEMI-AUTO mode, to control the execution of steps in a
processing specific recipe level.

To perform semi-auto processing:

1. In the Batch List view, select the batch that is to be placed in SEMI-AUTO
mode.

2. Open the appropriate FactoryTalk Batch View window.

3. Select the recipe level that is to be placed in SEMI-AUTO mode.

108 Rockwell Automation Publication FactoryTalk Batch View User Guide - February 2017
Command a batch Chapter 3

4. Click the Semi-auto button.

5. Once you are ready to continue execution, select the step that is to be
resumed.

6. Click the Resume Batch button or Resume Step button and the step
transitions to the RUNNING state.

7. Repeat steps 5 and 6 until each of the subordinate steps have been run.

8. You can now place the batch in AUTO mode and continue normal
execution, perform an active step change, or perform semi-auto processing
at another recipe level.

See also

Semi-auto processing on page 93

SEMI-AUTO recipe mode on page 104

Place a batch in If you need to determine which step to execute next through a procedure called an
Active Step Change, place a batch or step in MANUAL mode.
MANUAL mode
To place a batch in MANUAL mode:

1. In the Batch List view, select the batch that contains the step.

2. Open the appropriate View window (Procedure as SFC view or

Procedure as Table view).

3. Select the lowest appropriate recipe level containing the steps that you want
to command.

4. Click the Manual button.

The batch then completes the active step and the step transitions to the
COMPLETE state. The batch must be placed in AUTO mode to resume
automatic execution.

See also

MANUAL recipe mode on page 105

Recipe modes on page 103

Rockwell Automation Publication FactoryTalk Batch View User Guide - February 2017 109
 Chapter 3 Command a batch

Command timer If the recipe on the batch list contains one or more timer steps, you can reset the
timer step or force it to complete. The batch must be in MANUAL mode, which
steps places the timer step into O-AUTO mode.

See also

Reset a timer step on page 110

Force a timer step to complete on page 110

Reset a timer step When a timer step in the RUNNING or HELD state receives the Timer-Reset
command, the ELAPSED_TIME report will be reset to 0. If the timer step is
configured as a COUNT_DOWN timer, the REMAINING_TIME report will
be reset to the setpoint value. If the Timer-Reset command is issued and the
command is no longer valid, for example, due to a change of state, the command is
ignored.

To reset a timer step:

1. In the Batch List view, select the batch.

2. In the Procedure as SFC view or Procedure as Table view, select the timer
step.

3. Click Timer-Reset.

See also

Command timer steps on page 109

Force a timer step to complete on page 110

Auxiliary Index view on page 68

Force a timer step to When a timer step is in the RUNNING state and receives a Timer-Complete
complete command, the timer step will transition to the COMPLETE state. If a Timer-
Complete command is issued and the command is no longer valid, for example,
due to a change of state, the command is ignored.

To force a timer step to complete:

1. In the Batch List view, select the batch.

2. In the Procedure as SFC view or Procedure as Table view, select the timer
step.

3. Click Timer-Complete.

110 Rockwell Automation Publication FactoryTalk Batch View User Guide - February 2017
Command a batch Chapter 3

See also

Command timer steps on page 109

Reset a timer step on page 110

Change the setpoint of You can change the setpoint of a timer step whether or not it is currently active
a timer step and regardless of its state.

To change the setpoint of a timer step:

1. Select the Timer step in the Procedure as SFC view or Procedure as Table
view, and then click the Details button.

The Properties dialog box opens.

2. Select the Parameters tab to view the Hold Behavior, Setpoint

(COUNT_DOWN timers only), and Timer Type for the selected Timer
step.

3. Double-click anywhere in the SETPOINT row. The Change Parameter

Value dialog box opens.

4. Type a new setpoint value in the Value box, and then click OK.

Tip: The value entered must be within the displayed minimum

and maximum values for the parameter.

5. Click OK to close the Properties dialog box and apply the change.

See also

Command timer steps on page 109

Force a timer step to complete on page 110

Reset a timer step on page 110

Perform an active Active step changes cannot be performed at the batch level. They can only be done
on the following:
step change
• Step level on procedures
• Unit procedures
• Operations
• Phases

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 Chapter 3 Command a batch

You can change the active step in a batch if the recipe level that contains the steps
requiring the active step change is in MANUAL mode.

For example, if you want to command phase steps, the operation must be in
MANUAL mode. Steps that are in the HELD state cannot be removed as the
active step. An active step change can be performed in the Procedure as SFC view
or Procedure as Table view, although it is recommended that it is performed
within the Procedure as SFC view.

To perform an active step change:

1. In the Batch List view, select the batch.

2. Open the Procedure as SFC view or Procedure as Table view.

3. Select the procedure in the Procedural Hierarchy view section.

4. Select the recipe level that contains the active step and place this recipe level
in MANUAL mode.

5. If the Procedure as SFC view is the active window, select the recipe level
that contains the active step to be changed. Place this recipe level in
MANUAL mode.

Tip: Double-click the selected step in the SFC. This displays the steps within
this recipe level.

6. If the Procedure as Table view is the active window, select the level that
requires the active step to be changed. Place this recipe level in MANUAL
mode.

a. Switch to the Procedure as SFC view.

b. Double-click the selected step in the SFC. This displays the steps within
this recipe level.

c. Switch back to the Procedure as Table view.

7. If a step to activate is a material phase step, you must first bind the step to a
phase before doing the active step change. Select each material step that you
want to activate and perform a manual bind.

8. Once the current active steps are in a quiescent state (COMPLETE,

STOPPED, or ABORTED), click the Active Step Change button.

112 Rockwell Automation Publication FactoryTalk Batch View User Guide - February 2017
Command a batch Chapter 3

Tip: The active step(s) changes to a gray background and is outlined in yellow
after clicking the Active Step Change button. In addition, the cursor
changes to a hand shape. Use the cursor to toggle steps between
activated and deactivated status.

9. A new set of command buttons displays: Execute ASC and Cancel ASC.

10. Position the hand cursor over the quiescent step(s) and click to deactivate
them.

11. Using the hand cursor, click the new step(s) to activate.

12. Do one of the following:

• Select Execute ASC to accept the active step change.

• Select Cancel ASC to cancel the active step change.

13. Click Yes on the confirmation message.

Tip: If you did not bind a material phase step to a phase, you are prompted to
bind the step, and then you must begin the active step change again.

14. Select the new active step in the Procedural Hierarchy view section; it is in
the READY state and in O_AUTO mode.

15. Click Start Step to start the step.

16. Place the batch in AUTO mode to complete normal execution.

See also

Perform manual binding on page 114

Place a batch in MANUAL mode on page 109

Place a batch in AUTO mode on page 107

Manual binding Manual binding is the process of binding a unit, or rebinding a previously bound
unit, to a step within a control recipe without being prompted. Manual binding is
performed from within the Procedure as SFC view or Procedure as Table view
or from the ProcedureView ActiveX control.

For units, the operator can select First Available, Prompt or one of a list of units
for binding. For material phases, the operator can select Automatic, Prompt or
any one of a list of container/phase/lot entries.

Rockwell Automation Publication FactoryTalk Batch View User Guide - February 2017 113
 Chapter 3 Command a batch

Tip: All other steps within the recipe that are associated with the same unit
requirement are bound to the same unit.

The following criteria are required to perform manual binding:

• The step is associated with a unit class in the recipe equipment

requirements.
• The step represents the highest recipe level wholly contained within the
unit. (For example, one step in the recipe represents a unit procedure that is
associated with the Premixer unit class, and another step that is associated
with the same Premixer unit class is an operation. As long as the balance of
the manual binding requirements are met, then you can manually bind the
unit procedure, but not the operation, because the unit procedure is the
highest recipe level associated with the unit.)
• The step is inactive or has a binding status of BINDING.
• More than one legal binding choice exists for the unit that is associated with
the step.

Perform manual Manual binding is the process of binding a unit, or rebinding a previously bound
binding unit, to a step within a control recipe without being prompted to do so.

Tip: This procedure applies to steps (not batches) and can only be performed
at the step level.

To perform manual binding:

1. In the Batch List view, select the batch that requires binding.

2. Open the Procedure as SFC or Procedure as Table view.

3. To bind a unit to a step, you must select the unit procedure in either the
SFC area, Recipe Table area, or the Procedural Hierarchy area.

4. Click Bind.

5. Select the appropriate binding option and click OK.

See also

Manual binding on page 113

Material binding Material binding is the process of binding activated material-enabled phase steps
to material phases. Or, the process of rebinding a previously bound material to a
step within a control recipe without being prompted. Material phase binding must
be performed from within the Procedure as SFC or Procedure as Table view or
the ProcedureView ActiveX control.

114 Rockwell Automation Publication FactoryTalk Batch View User Guide - February 2017
Command a batch Chapter 3

Tip: This procedure applies to steps (not batches) and can only be performed
at the Step level.

The following criteria are required to perform manual binding:

• The step is associated with a material in the recipe.

• The step is inactive or has a binding status of BINDING.

Perform material Bind active material-enabled phase steps to material phases.

binding
Tip: This procedure applies to steps (not batches) and can only be performed
at the step level.

To perform material binding:

1. From the Batch List view, select the batch that requires binding.

2. Open the Procedure as SFC or Procedure as Table view.

3. To bind a material to a step, you must select the material step in either the
SFC area, Recipe Table area, or the Procedural Hierarchy. If the manual
binding criteria have been met, the Bind command button is enabled.

4. Click the Bind button, and the Prompt to Bind a Material Phase Step
dialog box displays with a list of legal binding options.

5. Select the material specification that determines the lot or storage container
to bind the material step. Then click OK.

See also

Material binding on page 114

Prompted binding Prompted binding is the process of binding a unit to a step after a prompt is
generated. Only unit class requirements that are defined with the Prompted
Binding method generate a prompt, including those that are defined as such at the
time the batch is created.

The execution of the batch pauses when the transition above the unbound step
becomes True. A prompt displays in the Unacknowledged Prompts view and on
the Prompts tab of the Auxiliary Index view in the Procedure as SFC view or
Procedure as Table view.

Rockwell Automation Publication FactoryTalk Batch View User Guide - February 2017 115
 Chapter 3 Command a batch

Tip: This procedure applies to unit steps and can only be

performed at the Unit Step level.

See also

Perform prompted binding on page 116

Perform prompted Bind a unit to a step after a prompt is generated.

binding Tip: All other steps within the procedure that are associated with the same unit
requirement are bound to the same unit.

To perform prompted binding:

1. In the Batch List view, select the batch that requires binding.

2. Locate the prompt in the Unacknowledged Prompts view, or in the

Prompts tab of the Auxiliary Index view in the Procedure as SFC view.

3. Double-click the prompt.

4. Select the unit to bind to the step, and click OK.

See also

Prompted binding on page 115

Unacknowledged Prompts window on page 78

Disconnect a phase When a phase becomes unusable, the Disconnect command can be used to
disconnect the FactoryTalk Batch Server from the unusable phase. The
Disconnect command can be executed on any step in O_AUTO or S_AUTO
mode that is connected to a phase and that is in any state other than
NOT_CONNECTED (READY). This applies to a phase that is under external
control, has a failure, is PAUSED, or is HELD.

The Disconnect button is only available in the Procedure as SFC view,

Procedure as Table view, and Phase Control view. When disconnecting from a
phase while in the Manual Phase Control view, the affected batch is removed
from the Batch List view.

To disconnect a phase:

1. In the Procedure as SFC, Procedure as Table or Phase Control view,

select the phase associated with the phase to be disconnected.

2. Click Disconnect, and then confirm the disconnect.

116 Rockwell Automation Publication FactoryTalk Batch View User Guide - February 2017
Command a batch Chapter 3

Important: Reset the phase to an IDLE state before using it again with the
FactoryTalk Batch Server.

See also

Reset a phase on page 91

Rockwell Automation Publication FactoryTalk Batch View User Guide - February 2017 117
 Chapter 3 Command a batch

Cross invocation Cross invocation is the process of passing pre-configured context information to
an automation server. This information is relative to the element selected in the
FactoryTalk Batch View application. When you customize the FactoryTalk Batch
View in the System Configuration and Defaults option to enable cross
invocation and identify the automation server by the Invocation ProgID, a
shortcut menu becomes available by clicking the Go To HMI button.

The items in the shortcut menu are formatted using cross invocation strings
associated with the equipment resource to which the current selection in the
FactoryTalk Batch View corresponds. These cross invocation strings also contain
the context data that is passed to the automation server. (See the FactoryTalk
Batch Administrator Guide for more information on cross invocation strings and
the context data that can be configured.)

The following are the elements that can be selected for cross invocation from each
of the FactoryTalk Batch View windows.

Batch View Window Available Elements

Batch List • Batch
Procedure as SFC or • Batch
Procedure as Table • Recipe Phase
• Operation
• Unit Procedure
Event Journal • Batch
Unacknowledged Prompts • Unacknowledged Prompts (not binding
requests)
Phase Control • Process Cell
• Unit
• Equipment Phase
Arbitration • Batch
• Process Cell
• Unit
• Equipment Phase
• Operation
• Unit Procedure
Alarm Summary • N/A
Signature List • N/A
Phase Summary • Equipment Phase

See also

Perform cross invocation on page 118

118 Rockwell Automation Publication FactoryTalk Batch View User Guide - February 2017
Command a batch Chapter 3

Perform cross Customize the FactoryTalk Batch View in the System Configuration and
invocation Defaults option to enable cross invocation and identify the automation server by
the Invocation ProgID.

Tip: Check with your system administrator to determine what context data is
configured for each of the shortcut menu items displayed on your system.

To perform cross invocation:

1. In the FactoryTalk Batch View window, select the available element, and
click the Go To HMI button.

2. Select a menu item or sub-menu item to send context data to the

Automation Server.

See also

Cross invocation on page 118

Command a batch on page 99

Rockwell Automation Publication FactoryTalk Batch View User Guide - February 2017 119
 Chapter 4

Troubleshoot batch issues

When running batches, you may occasionally encounter situations that are
difficult to resolve. This section provides solutions to some of the problems you
may encounter.

Issue Solution
The following error displays Parallel steps requesting the same phase cannot
when running a batch: occur just after an AND divergence.
Recipe SFC Requires • Abort or Stop the batch. Remove the batch from
Illegal Use of Dedicated the batch list.
Resources.
• Revise the recipe to include a null procedure
before each of the parallel steps after the AND
As a result, the batch goes divergence.
into a HELD state.
• Create and run a batch using the new recipe. (See
the FactoryTalk Batch Recipe Editor User Guide
for information on adding null phases to a recipe.)
A batch seems to be Parallel steps requesting the same phase cannot
running, but it is not occur just before an AND convergence.
progressing as it should. • Abort or Stop the batch. Remove the batch from
No errors are generated. the batch list.
The status is RUNNING.
• Revise the recipe to include a null procedure after
each of the parallel steps before the AND
convergence.
• Create and run a batch using the new recipe. (See
the FactoryTalk Batch Recipe Editor User Guide
for information on adding null phases to a recipe.)
A failure is generated and Phases put into an external state can still be viewed
the batch is held because as binding candidates by the FactoryTalk Batch
the FactoryTalk Batch Server. (The external state is a tag in the controller
Server selected an that prevents the Server from controlling the phase.)
equipment phase under To remove a phase from being viewed as a binding
EXTERNAL control to bind candidate, you must take ownership of the phase.
to during batch execution. (For more information on the External attribute, see
the FactoryTalk Batch PCD Programmer Technical
Reference Guide.)

See also

FactoryTalk Batch View windows on page 65

Command a batch on page 99

Acquire a phase on page 88

Rockwell Automation Publication FactoryTalk Batch View User Guide - February 2017 121
 Chapter 4 Troubleshoot batch issues

122 Rockwell Automation Publication FactoryTalk Batch View User Guide - February 2017
 Index
comment 21
A disconnect 21
abort a batch 97 hold 21
acknowledge a prompt 75 manual 21
material phase step 76 remove 21
acknowledge a signature 77 semi-auto 21
acquire start 21
a material phase 85 stop 21
a phase 85 timer-complete 21
resources 92 timer-reset 21
active step change 106 command verification policies 79
add a batch 58 comment 61
alarm summary communication status 22
window 93 indicators 22
AND convergence-troubleshoot 115 configuration and defaults
AND divergence-troubleshoot 115 setting 31
arbitration create a batch 58
window 92 cross invocation 112
auto enable 32
mode 102 manual phase control window 81
phase processing 88 phase summary window 94
unacknowledged prompts window 75
current profile 92
B
batch
D
comment 61
mode 57 Data Servers
batch creation conversion status 23
without material server 25 device focus 92
batch scale 58 disconnect phase 111
Batch Server
incompatible version 17
E
batch state 57
error messages 93
event journal
C filter criteria 75
cancel a signature open 74
system canceled 80 sort criteria 75
clear failure messages 93 exit from View 19
clear override 98
command
F
phases 84
command buttons 21 failure messages 93
abort 21 filters 55, 75
add 21
auto 21 G
clear all failures 21
generated signatures 77
Rockwell Automation Publication FactoryTalk Batch View User Guide - February 2017 123
Index

H override
clear 98
HMI
Go To 32
hold a batch 96 P
parallel steps 115
I password 17
phase control
incompatible window 81
Batch Server 17 without Material Server 29
phase list display area 83
L phase specific information display area 83
phase summary
list devices 92 window 94
log on to Batch View 19 phases
login 17 acknowledge phase prompt 87
acquire 85, 92
M command 84
control 84
manual
release 88
mode 104
reset 87
phase control 84
start 86
phase control, material-enabled phase 85
priority list 92
manual unit binding
prompt
without Material Server 27
acknowledge 75
material phase
prompt binding
acquire 85
without Material Server 26, 28
Material Server
prompted binding 111
communication status 24
outage 24
reestablish communications 30 R
material value selection recipe list dialog box 58
without Material Server 25 release
messages phase 88
clear failure 93 resources 92
view 93 remove a batch 61
minimize the View 32 reset phase 87
mode 57 resize the View 32
auto 102 restart a batch 96
manual 104
semi-auto processing 90
mode column 57 S
multiple instances scale 58
Batch View 17 security 7
commands 7
O log on 7
semi-auto phase processing 91
open the View 17 semi-auto processing 90
124 Rockwell Automation Publication FactoryTalk Batch View User Guide - February 2017
 Index

setpoint U
change 106
SFC area unacknowledged prompts
work in the 65 window 75
SFC View
window 63 V
signature list
window 76 View
signature requests configure 31
active step change 79 alarm summary 51
clear override 79 Batch List view 36
force transition 79 Cross Invocation 32
general usage signature 79 event journal 49
override expression value 79 Hierarchical Step List 37
parameter change 79 HMI 32
parameter deviation signatures 79 operations table 47
parameter prompt acknowledge 79 phase control 52
phase bind 79 phase summary 53
phase bind prompt acknowledge 79 procedure binding 44
remove batch 79 procedure parameters 41
report parameter deviation signatures 79 procedure prompts 39
reset batch 79 procedure reports 42
set all label 79 procedures table 45
set all lot 79 SFC view 38
timer complete 78 Signature List 34
timer reset 78 unacknowledged prompts 50
unit bind 79 unit procedures table 46
unit bind prompt acknowledge 79 login 17
signature template 76 View interface 19
Single-SignOn View 16 View security 7
SQL wildcards 55, 75 FactoryTalk Security 7
start Single-SignOn 16
a batch 95 View windows
a phase 86 alarm summary 93
stop arbitration 92
batch 21 Batch List 63
Batch List view 57
phase control 81
T phase summary 94
Table SFC View 63
window 72 signatures 76
timer step Table View 72
change the setpoint 106 unacknowledged prompts 75
complete 105
reset 105 W
toolbar-View 19
wildcard character 55

Rockwell Automation Publication FactoryTalk Batch View User Guide - February 2017 125
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