Notes

Notes are PID Text Components that display free-form text in the drawing without any title structure (no Title : Value format). They are used to place contextual annotations anywhere in the P&ID, where the location of the note is meaningful — for example, placing a note next to a specific tank or valve.

🏷️ Note Types

Notes exist at three scope levels, plus a visual highlight type, determining their visibility:

⚙️ How Notes Work

Notes are rendered as MText entities on the AseptSoft Notes layer. They use free-form text instead of the Title : Value format used by Trackers.

📧 Properties

👁️ Visibility Logic

• Phase note: Visible only when the associated Step is active

• Process note: Visible only when the associated Process is active

• Module note: Always visible (not tied to any specific Process or Step)

✍ Creating Notes

Notes are created from the Headers & Notes window, which serves as the central hub for all drawing annotations.

Opening the Headers & Notes Window

1. In the Module Ribbon, locate the Data panel

2. Click Headers and Notes to open the window

The window is organized into two sections:

💡 Tip: The Notes & Highlights section header includes a List button that opens the Notes Live Viewer — a centralized overview of all notes in the module.

Create Note Flow

1. In the Notes & Highlights section, click the Create Note card

2. Type the note text in the AutoCAD command line

3. Press Enter

4. Choose the note scope using AutoCAD keywords:

   • Step — visible only in the current Step (pre-selected as default)

   • Process — visible in all Steps of the current Process

   • Module — visible everywhere

5. Press Enter to confirm — a Step note is created immediately if you accept the default

⚡ Optimized for speed: The most common case is a Step note. Just type your text, press Enter, and press Enter again to accept the default — two keystrokes and your note is placed.

Examples

• Step note: "Please open this valve" — appears only during the relevant step

• Process note: "This valve should always stay closed in this Process" — visible throughout the entire process

• Module note: "Main water supply connection point" — always visible regardless of navigation

✏️ Editing Notes

📂 Note Collections

Notes are organized at different levels:

📝 Notes Viewer

All notes across the module can be viewed in the 📝 Notes Live Viewer, which organizes notes into three columns:

The Notes Live Viewer provides a centralized view of all notes without needing to navigate through the drawing.

📄 Events

🏭 Pharma Example: Adding a CIP Validation Note

During CIP validation, notes help document critical observations directly on the P&ID:

1. Navigate to the Caustic Wash step in your CIP process

2. Create a Phase note next to valve VP-103: "VP-103 must be fully open during caustic circulation — verified per IQ/OQ protocol Section 4.2"

3. Create a Process note near the CIP supply header: "CIP supply temperature must be maintained >= 75C throughout all steps"

4. Create a Module note at the WFI connection point: "WFI supply point — reference P&ID-001 for upstream connection"

Each note appears only in its relevant context, keeping the drawing clean while ensuring critical information is always visible when needed.