AseptSoft Core Documentation
AseptSoft Core Documentation
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Export Processes to Excel - Standard

The Standard export produces one Excel workbook per Process, with one worksheet per Step. Each worksheet is generated from a customizable template that defines the layout and content.

Access: From the Export Processes to Excel window -> Standard tab.

🏭 Pharma Example — WFI Distribution Loop Qualification

When qualifying a WFI (Water for Injection) distribution loop, each process step (e.g., "Loop sanitization," "Point-of-use flush," "Recirculation") may involve dozens of valves across multiple P&IDs. Using the Standard export, you create a template that includes valve states, equipment module configurations, and algorithm conditions. After each qualification run, re-export to update the data while keeping your inspector notes and cover pages intact.

🖥️ Export Window

In the Export Processes to Excel window, select the Standard tab.

  • Left side: Check the Processes you want to export

  • Right side: Configure export options:

Option

Description

Highlighter

Choose which color highlighter to apply (see Highlighters below)

Update previous export

Export over existing files, preserving notes and edits added by you or clients. Optionally erase previous highlighters

Replace previous export

Delete previous export files and create fresh output

Template

Select, create, browse, or edit a template file

📝 Template Creation

Press + to create a new template. Choose the name, P&IDs, and data types to include:

📋 How To: Create and Use a Standard Export Template

  1. Open the Export Processes to Excel window and go to the Standard tab

  2. Click + to create a new template

  3. Name it (e.g., "CIP Qualification Template") and select the P&IDs and data types you need

  4. Open the generated .xlsx file in Excel and customize layout, formatting, and colors

  5. Save and close — AseptSoft stores it automatically

  6. Back in the export window, select your template, check the desired processes, and click Export

  7. For subsequent exports, choose Update previous export to merge new data while preserving your edits

📄 Templates

An Excel template is a .xlsx file that defines the structure of your export. It contains keyword placeholders in cells that AseptSoft replaces with actual data during export.

📏 Template Rules

  • Each text cell in the template acts as a title/keyword — each must be unique (do not duplicate)

  • Cells marked with - indicate where AseptSoft will insert data adjacent to titles

  • You can freely reposition titles, but avoid spatial conflicts — AseptSoft writes data next to titles

  • The Algorithm table may expand beyond its reserved rows if you have many conditions

  • Templates are project-specific (since P&ID components differ), but you can create Global Templates for reuse

🎨 Customization

After creating a template, open it in Excel and customize the layout, formatting, colors, and cell styles. Save and close — AseptSoft stores it automatically (see File System).

One project can have unlimited templates. Select which template to use on each export.

🖌️ Highlighters

Highlighters apply color coding to exported Engineering Items to highlight useful information:

Highlighter

Behavior

Open

Colors in green every item with a Fluid Response of Allow, Generate, or Change Into. Useful for tracking contamination

Changing

Colors in orange every item whose active State differs from the previous Step. Highlights the definition of the current Step — the changing items are the reason this Step exists. Improves safety by making it easier to spot mistakes

Active State

Colors each item using its State color and percentage, matching the PDF export appearance

📑 Static Custom Sheets

You can add unlimited static custom worksheets before and after the export sheet. AseptSoft preserves these sheets across exports, allowing you to add custom logic (e.g., calculated summaries, valve groupings, custom references).

Important: The export iterable sheet must be named "1". Otherwise, AseptSoft uses the last sheet as the template and produces copies for each Step.