Notes | AseptSoft Documentation

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:

Type	Scope	Visible When	Description
Phase note	Single Step	Only when the specific Step is active	Attached to a specific step — visible only in that step's context
Process note	Entire Process	Whenever the specific Process is active	Attached to a specific process — visible across all steps of that process
Module note	Entire Module	Always visible (across all Steps and Processes)	Global to the entire module — always present regardless of navigation
Highlighter	Visual	Depends on configuration	Visual emphasis on drawing — used for graphical annotations (see Highlight)

⚙️ 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

Property	Description
Value	The note text content
Process ID	`0` for module-level, or the associated Process
Phase ID	`0` for module/process-level, or the associated Step
Location	Position in the AutoCAD drawing
Is Active	Whether the note is currently visible

👁️ 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

Create notes using the Live Edit panel in the Module Ribbon:

Open the Module Ribbon
Navigate to the Live Edit section
Select the note type:
- Phase note — will appear only in the current Step
- Process note — will appear in all Steps of the current Process
- Module note — will appear everywhere
Click a location in the drawing to place the note
Enter the note text

Examples:

Phase note: "Please open this valve"

Process note: "This valve should always stay closed in this Process"

Module note: "Main water supply connection point"

✏️ Editing Notes

Action	Result
Click on the note	Opens a text editor to modify the content
Edit the text	Updates the note's value
Delete	Click the note, close the editor, then delete the MText object

📂 Note Collections

Notes are organized at different levels:

Collection	Location	Contains
Module Mentions	Module level	Module-level notes
Process Mentions	On each Process object	Process-level notes
Phase Mentions	On each Phase (Step) object	Step-level notes

🔎 Notes Viewer

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

Column	Content	Grouping
Module Notes	Module-level notes	Flat list
Process Notes	Process-level notes	Grouped by Process name
Phase Notes	Step-level notes	Grouped by Process name, then Step name

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

🔄 Events

Event	Behavior
Active Step changes	Phase notes toggle visibility based on the active Step
Active Process changes	Process notes toggle visibility based on the active Process
Note text edited	Updates reflected immediately
Note created	Appears in the drawing and in the Notes Live Viewer
Note deleted	Removed from the drawing and from the Notes Live Viewer

🏭 Pharma Example: Adding a CIP Validation Note

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

Navigate to the Caustic Wash step in your CIP process
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"
Create a Process note near the CIP supply header: "CIP supply temperature must be maintained >= 75C throughout all steps"
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.