AseptSoft Core Documentation
AseptSoft Core Documentation
Breadcrumbs

AseptSoft Workflow

This guide walks you through the complete workflow of using AseptSoft — from first installation to delivering final exports. Use it as a roadmap to understand the order of steps and where each feature fits in.

🗺️ Workflow Overview

Phase

What You Do

Key Tools

1. 🛠️ Setup

Install AseptSoft and configure initial settings

First Time Setup

2. 📐 Design

Follow the project workflow from start to finish

Project Workflow

🛠️ Phase 1: First Time Setup

The AseptSoft team fully supports you with this step. You do not need to handle it alone — contact us and we will walk you through the setup.

When AseptSoft is first installed, it needs to be configured to understand your P&ID drawings. This is a one-time setup that tells AseptSoft how to identify components in your specific drawing standards.

See the First Time Setup page for details.

📐 Phase 2: Project Workflow

The AseptSoft Project Workflow guides you through the complete process design cycle.

🔄 Step-by-Step Summary

Step

Action

Ribbon / Tool

1. 📦 Open a Module

Create new or open existing module

Home Ribbon > Modules

2. 📊 Define Module Data

Create States, Fluids, Parameters, Variables, Alarms, Interlocks, Control Loops, Dialogs, Equipment Modules

Module Ribbon > Data Panel

3. 🎨 Assign States

Select Engineering Items on the P&ID and assign states

Module Ribbon > Live Edit Panel

4. 📝 Create Steps

Add, duplicate, rename, and reorder steps within processes

Module Ribbon > Steps Panel

5. ⚙️ Design Conditions

Define transition logic between steps

Module Ribbon > Conditions Panel

6. 🔄 Create Processes

Add additional processes (CIP, SIP, Production, etc.)

Module Ribbon > Processes Panel

7. 🌊 Run Simulations

Verify fluid flow with Fluidstream Simulations

Module Ribbon > Simulations Panel

8. 📤 Export

Generate PDF, Excel, and other deliverables

Module Ribbon > Export Panel

🧰 Additional Features Along the Way

As you work through the steps above, you may also want to use:

Feature

When to Use It

🔧 Equipment Modules

Group engineering items into reusable units

💬 Dialogs

Create reusable text templates for conditions

✅ Review Sessions

Collaborate with colleagues through conversations and validation

🌿 Version Control

Create branches, commits, and merge work

⚡ Productivity Tools

Live Viewer, Find & Replace, Status Editor, Intelligent Suggestions

💊 Pharma Workflow at a Glance

For a pharmaceutical or biotech facility, the typical AseptSoft workflow follows these phases:

Phase

Example

Setup

Configure your environment to recognize sanitary diaphragm valves, instruments, and WFI/Steam sources

Open Project

Open your Plant 3D project for the CIP Skid system

Define Module Data

Create States (Open, Closed, Pulsing), Fluids (WFI, NaOH, HNO3), Parameters (Temperature, Conductivity)

Classify Components

Identify valves, instruments, and sources on your P&IDs

Build Processes

Design CIP Alkaline Wash, CIP Acid Wash, and SIP processes with their steps

Design Algorithms

Define conditions for step transitions (e.g., "Temperature > 75°C for 30 min" before advancing)

Simulate

Run fluidstream simulations to verify WFI and chemical flow paths

Review

Conduct a formal review session with process engineers and quality

Export

Generate PDF documentation and Excel matrices for the automation team

For the full detailed workflow, see AseptSoft Project Workflow.