Equipment Module

An Equipment Module groups related Engineering Items into a reusable functional unit. Equipment Modules use a template-based system where you define a template with item slots, then create multiple configurations that assign different physical components to those slots.

💡 In pharmaceutical terms: An Equipment Module represents a group of valves and instruments that always work together — such as a tank inlet assembly (inlet valve + vent valve + pressure transmitter), a CIP supply manifold, or a transfer path between vessels. By grouping them, you can write your process logic once and reuse it across multiple physical configurations.

🧩 Core Concepts

Template System

The Equipment Module system has three layers:

How It Works

1. Create a Template — define the item slots (e.g., "Inlet Valve", "Outlet Valve", "Drain Valve")

2. Create Configurations — name each configuration (e.g., "Transfer to Tank 1", "Transfer to Tank 2")

3. Assign Items — for each configuration, pick which actual valve from the P&ID fills each slot

✅ The key benefit: Process logic references item slots by name (e.g., "Inlet Valve = Open") rather than specific valve names, making the logic reusable across configurations.

📋 Properties

Equipment Module

Configuration Template

Configuration

Configuration Item

📖 How To: Create an Equipment Module

Method 1: Create from Selection (Fastest)

1. Select the engineering items you want to group on the P&ID (valves, instruments, etc.)

2. Use Create from Selection to automatically generate a template with item slots matching your selection

3. The template is populated with the selected items as the first configuration

4. Rename the template and configuration to meaningful names

5. Add more configurations to map additional physical valve sets to the same template

Method 2: Manual Creation

1. Open Module Data — Navigate to the Data panel in the Module Ribbon.

2. Go to the Equipment Modules tab — Select the Equipment Modules section.

3. Create a new Equipment Module — Click "Create new" and name it.

4. Define item slots — Add slots to the configuration template (e.g., "Inlet Valve", "Outlet Valve").

5. Create configurations — Add named configurations (e.g., "Tank 1 Path", "Tank 2 Path").

6. Assign items — For each configuration, pick which actual valve from the P&ID fills each slot.

🎨 Equipment Module Highlighting

When an Equipment Module is active or selected, its components can be highlighted on the P&ID drawing. The highlighting uses the Equipment Module's color and automatically colors the grouped items.

The EM Ribbon provides controls for:

• Selecting which Equipment Module to highlight

• Toggling highlighting on/off

• Managing Equipment Module configurations

🏭 Example: Tank Inlet Module (Pharma)

A typical pharmaceutical tank inlet module groups the valves and instruments at the top of a process vessel:

Template: "Tank Inlet Module"

Configurations

With this setup, a process step can reference "Inlet Valve = Open" and it will automatically apply to the correct physical valve (XV-101, XV-201, or XV-301) depending on which configuration is active.

🏭 Example: CIP Supply Manifold

🛠️ Common Operations

🔗 Related Pages

• 📋 Module Data — All module data types

• EM Ribbon — Equipment Module ribbon controls

• Engineering Item — Individual components that fill template slots

• 🧠 Algorithm Design — Using Equipment Modules in condition logic

• 📐 Process Design — Using Equipment Module configurations in process steps