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Workspaces

Maintain's Workspace feature allows you to create comments, add shapes such as circles and rectangles on digital P&IDs. You no longer need to print paper copies to add your comments or annotations. You can also mark, measure, and generate a list of isolation points, including valve positions, on the P&ID. You can create a new workspace or modify an existing one.

To access the workspace, click the workspace icon in the top bar. My workspaces is empty the first time you open it. As you create and save workspaces, they will be listed in the overview.

Start using workspaces

  1. Select Create new.
  2. Search for the tag or file you want to add to your workspace. Select the document to add it to your workspace. You can add multiple P&IDs to the same workspace.

You can also add documents to your workspace by clicking the eye icon on a work order. And you can select a contextualized asset (yellow highlight) to open up a connected P&ID.

The image belows shows connected P&IDs.

Connected P&IDs

Select the pencil next to the workspace name to rename it. Select the bin icon to delete a document from your workspace.

Use the arrow to close the sidebar to get more space when you start marking up the P&IDs.

The toolbar

Toolbar

Use the toolbar to interact with the P&IDs . You can also create a list of isolation points.

Use the toolbar to create comments, add editable shapes such as circles and rectangles on the digital P&IDs to highlight information. You can also mark and generate a list of isolation points, including valve positions, on the P&ID. The image below shows a P&ID that has been edited.

Workspace

Layers

Use layers to turn on/off three different types of elements on the P&IDs:

  • Annotations turn on/off work order/risk annotations
  • Drawings turn on/off the drawings you have created
  • Markers turn on/off the list items you have added

Select

Use this tool and click on a document. The blue line shows that the document is selected. You can also choose shapes that have been drawn with other tools. When the tool is active and you click a shape, a menu opens so you can edit the shape, adjust style, and size.

Move

Use the hand icon Move to navigate the workspace. When you have selected a document, you can move it around the workspace. Use Delete or Backspace key to remove the document.

Line

Use this tool to draw a line or highlight a section. You can also change the line thickness, color, and opacity. Use the shift key to create a straight line.

Rectangle

Use this tool to add a colored rectangle to your document, for example, to highlight an asset.

Circle

Use this tool to highlight an asset with a colored circle.

Select

Use this tool to move or edit shapes you have already created. You can then adjust the size of the shape, move it around, and edit it.

Text

Use this tool to add text to the document. First, click this tool to activate it and then click the location for your text. Write your text in the editing pop-up.

Comment

Click on the comment tool to activate it. Click on the P&ID where you want to leave your comment. Add your comment in the right-side panel.

List

The list tool enables you to generate a list of isolation points, including valve positions, on P&IDs.

Click a mark-up in the P&ID to create a list element. If you add a list item that is not linked to a tag, you can click the field that says Unknown tag and enter the tag (if it exists) or add a free text.

The status of List element is set (by default) to Examine. Click Examine to change status to Open (green) or Closed (red).

Use the arrow to re-order your list elements. Notice how numbers on P&ID update. When your list is complete, you can export it to a CSV file.

Stamp

If the Stamp functionality is enabled, images, or stamps, will be available to you when clicking on the stamp tool. You can then add different stamps to your P&IDs.

Save and download workspace

To save your workspace, click Save. Click Download to download the P&IDs as a PDF. Note the previous point on Layers tool to adjust what is included in download. For instance if you have unchecked drawings, your download will not include drawings on the documents.