Export Module Data to Word

AseptSoft can export your module's functional specification data to a professionally formatted Word document (.docx). The export produces a structured document containing tables for each data type — covering states, fluids, parameters, variables, alarms, interlocks, control loops, dialogs, processes, equipment module configurations, and algorithm — ready for sharing, review, or inclusion in qualification binders.

💡 When to use Word export: Choose Word when you need an editable, shareable document that stakeholders can review, annotate, and comment on without needing access to AseptSoft. Ideal for distributing functional specifications during design reviews, FAT/SAT documentation, or regulatory submissions.

🖱️ How to Access

1. Open your module in AseptSoft

2. Navigate to the Module Ribbon

3. In the Export panel, click the Word button (alongside the PDF and Excel buttons)

📋 The Export Dialog

When you click the Word button, the Export to Word Document dialog opens. The dialog is organized into two main areas: a shared sidebar on the left for process and PID selection, and the data type cards on the right where you configure each export table.

🏭 Left Sidebar — Shared Selections

The left sidebar contains controls that apply across multiple data types. This avoids repeating the same selections on every card.

💡 Tip: Select only the processes or PIDs relevant to your current specification. For example, when documenting a single CIP process, check only that process instead of exporting all processes at once.

📊 Data Types

The right panel shows a card for each data type. Toggle each one on or off to include or exclude it from the export.

🎛️ Per-Card Options

Each data type card offers standard controls, plus some cards have specialized options.

Standard Controls

📝 Field Selection and Reordering

Expand any data type card to see its field list. Each field (column) has:

• A checkbox to include or exclude that column from the export

• A drag handle — grab and drag to reorder columns in the output table

• All / None buttons to quickly select or deselect all fields

💡 Tip: Drag the most important fields to the top for a cleaner report. Hide internal fields that stakeholders don't need to see.

🏭 Processes (Valve Phase Matrix)

The Processes card exports a valve phase matrix — a table showing which valve state each engineering item takes during each process phase. This is one of the most important tables for understanding how a process operates.

Configuration Options

The card is split into two sub-panels:

Left — Items to Export

Right — Type Filtering and Nicknames

When Nickname by behaviour is enabled, a nicknaming grid appears where you assign short labels to each valve behaviour category:

💡 Tip: Nicknames keep the matrix compact and scannable. A cell showing "O" is much easier to scan across dozens of phases than "Full Open Position".

Output

The exported document contains one table per selected process:

• Rows = engineering items (Equipment Modules, their child Control Modules, orphan Control Modules)

• Columns = process phases

• Cells = valve state name (or nickname when enabled)

The process selection in the left sidebar controls which processes generate tables.

📦 Equipment Module Configurations

The Equipment Module Configurations card exports a comprehensive view of how Equipment Modules are set up and what values their Control Module items take across different configurations.

Output Structure

The export produces two levels of tables:

1. Overview Table — One row per Equipment Module:

2. Per-EM Detail Tables — One table per Equipment Module showing configuration values:

• Rows = Control Module items within the EM

• Columns = Configuration names

• Cells = Item value for that configuration

The PID selection in the left sidebar controls which PIDs (and their Equipment Modules) are included.

📐 Algorithm

The Algorithm card exports the GRAFCET-style step and transition logic for each selected process. Two display modes are available:

Display Modes

Select the mode using the radio buttons at the top of the Algorithm card.

GRAFCET Symbols (Compact Mode)

In compact mode, the Algorithm column uses these symbols to indicate condition types:

Output

• Compact mode produces one 2-column table per selected process (Step and Algorithm)

• Full mode produces one table per process with all selected condition fields as individual columns

The process selection in the left sidebar controls which processes generate tables.

🔒 Valve Interlocks

The Valve Interlocks card exports interlock logic definitions. You can select which interlock sub-modes to include:

Check one or more sub-modes to include them in the export. Each selected sub-mode generates its own section in the output. The PID selection in the left sidebar controls which PIDs are included.

📁 Export Path

At the bottom of the dialog, set where the document will be saved:

• Choose the export folder using the path editor

• Optionally set a custom subfolder name to organize exports by purpose or date

The document is saved as: [Export Folder]/Word/[Custom Name]/[Module Name] - Functional Specification.docx

📄 The Exported Document

The generated Word document follows a clean, professional layout:

Document Structure

Table Formatting

💡 Color preview: If a data type includes color information (like State colors), the exported table shows the actual color as a cell background — making it easy to visually scan color assignments.

🔄 Cumulative Exports

Like all AseptSoft exports, the Word export is cumulative. If you export, then edit the document (add notes, formatting, extra content), and later re-export, AseptSoft merges updated data into your existing file while preserving your edits.

⚙️ Persistent Settings

Your export configuration — which tables are enabled, which fields are selected, field order, transpose and group-by choices, process and PID selections, interlock sub-modes, algorithm display mode, and process card options — is saved as JSON per module. The next time you open the export dialog, your previous selections are restored.

🔄 First-Use Seeding

When you open the Word export dialog for the first time and no Word-specific settings exist yet, the Processes card automatically seeds its configuration from your Excel tabular export settings (if any). This means your item selection, type filters, and nickname preferences carry over — no need to reconfigure from scratch.

🏭 Workflow: Creating a Functional Specification for Design Review

Here's a typical workflow for generating a functional specification document:

1. Open your module and ensure all data (States, Fluids, Parameters, Processes, Algorithm, etc.) is up to date

2. Click Word in the Module Ribbon → Export panel

3. In the left sidebar, select the processes and PIDs relevant to this specification

4. Enable the data types you want in the report using the cards on the right

5. Expand each card and reorder fields — drag the most important fields to the top, hide internal fields

6. For Parameters, set Group By → Phenomenon to organize parameters by measurement type

7. For Processes, enable Nickname by behaviour for a compact valve phase matrix

8. For Algorithm, choose Compact mode for a concise GRAFCET overview or Full mode for detailed validation

9. Add an export comment like "Draft for design review — Rev A"

10. Click Export — a progress bar shows the export advancing table by table

11. The document opens automatically — review it, add a cover page or any formatting, then share it with the review team

12. After receiving feedback, make changes in AseptSoft, then re-export — your cover page and formatting stay intact, only the data tables update

💊 Pharma Example: CIP Module Specification

For a CIP skid module, you might configure the export like this:

Sidebar selections:

• Processes: CIP Caustic Wash, CIP Acid Wash, CIP Rinse, Sterilization

• PIDs: PID-001 (Main CIP Skid), PID-002 (Distribution Panel)

Data types:

The resulting Word document becomes a self-contained functional specification covering both the static configuration (states, parameters, alarms) and the dynamic behaviour (process valve matrix, algorithm logic) — ready for review by the process engineer, automation team, or quality department.

🔗 Related Pages

• Export / Import — Overview of all export capabilities

• Export / Import Module Data — Module data export hub

• Module Data — The data types available for export

• Module Ribbon — Where the Word export button is located

• State — State definitions exported in the States table

• Equipment Module — Equipment modules and their configurations