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Managing Status Schematics

How to add and view the Status Schematics in ValveTrack

A status schematic shows the live open/closed status of your valves on a drawing. This article explains how to add one to ValveTrack and how to see which status schematics a valve appears on.
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Before you start: create your status schematic as an SVG file using our Inkscape guide. Each valve in the file must have its ValveTrack valve-id added, or it won't be linked.


​Note: We have replaced "P&ID" with "status schematic". A P&ID is the formal, handed-over drawing used for normal operations. What ValveTrack shows is different — live valve status during a campaign, project build, or IMR operation. We're now calling it a status schematic to make that distinction accurate.
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Add a status schematic

Once you have created the status schematic, follow the steps below to add it to ValveTrack:

  • Click the Status Schematic tab at the top.

  • Click Add new Status Schematic.

  • Fill in the details and drag in or upload your SVG file.

  • Click Submit.
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  • Your new status schematic now appears in the list together with the title, doc number, and revision.

Open a valve overview page from a status schematic

Every linked valve on a status schematic is clickable.

  • Hover over a valve and your cursor turns into a hand, showing the valve is clickable. The valve's overview page address also appears in your browser's status bar, usually in the bottom-left corner.

  • Click the valve to open its overview page in a new tab. Your status schematic stays open in the original tab.

Tip: If nothing appears when you hover over a valve, it probably isn't linked.
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Share a status schematic

Each status schematic has its own link, so you can send colleagues straight to the right drawing without them having to find it in the list.

  • Open the status schematic you want to share.

  • Click Copy link in the top-right corner, next to Create valve status report (.pdf).

  • Paste the link into an email, Teams message or document.


When the recipient opens the link, they go straight to that status schematic.

Note: Recipients need access to the ValveTrack field to open the link.
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How to find Related Status Schematics for any valves?

To find the related schematics for any valves:

  • Open the valve from the valve list.

  • Go to the Related Status Schematics tab. It lists every status schematic the valve appears on.

  • Click a status schematic to open it. The valve is highlighted with a circle, so you can find it straight away.
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