The Report Settings dialog controls the alarm parameters included in the report, the ISA-18.2 rationalization thresholds applied to the Station Summary, and how rows are highlighted for review priority. Settings are persisted to MongoDB and shared across all report sessions within the same Configuration Collection database.
Alarm Parameters
Alarm parameters define which PKS alarm conditions are included in the report analysis. By default, the following parameters are included:
PVHI, PVLO – Process variable high/low limit alarms
PVHIHI, PVLOLO – High-high and low-low priority alarms
These thresholds control the row-highlight color in the Alarm Summary worksheet and match the ISA-18.2 §4.3 rationalization status definitions.
Status
Default Threshold
Meaning
Fully Rationalized
100%
All alarm parameters are justified and documented
Partially Rationalized
≥ 50%
At least half of alarm parameters are justified
Unrationalized
< 50%
Fewer than half of alarm parameters are justified
Station Summary Thresholds
Station Summary thresholds apply to the Station Summary worksheet and flag stations that exceed ISA-18.2 §4.3 alarm performance limits. These are separate from the per-tag rationalization thresholds above.
Metric
Default Limit
ISA-18.2 Guidance
Analog max
100 tags
ISA-18.2 §4.3 steady-state guidance. A station whose analog alarm tag count exceeds this limit is immediately classified as Challenging regardless of its digital or total counts. There is no amber marginal band for this threshold, the transition from Manageable to Challenging is a hard boundary.
Digital max
100 tags
ISA-18.2 §4.3 steady-state guidance. A station whose digital alarm tag count exceeds this limit is immediately classified as Challenging regardless of its analog or total counts. As with the analog threshold, there is no amber marginal band, exceeding this value is treated as a hard boundary.
Total max
150 tags
ISA-18.2 §4.3 steady-state manageable alarm rate. This threshold is the primary driver of the Marginal early-warning band. A station is classified as follows based on its total alarm tag count:
Manageable — total is at or below the lower edge of the marginal band (default: ≤ 120 tags, i.e. Total max − 20%).
Marginal (amber) — total exceeds the lower edge but has not yet reached the Total max (default: 121 – 150 tags). The marginal band is always computed as 20% of the configured Total max.
Challenging (red) — total exceeds the Total max (default: > 150 tags), or either the Analog max or Digital max is exceeded, whichever condition occurs first.
Note that the 20% marginal band scales automatically if you change the Total max for example, setting Total max to 200 produces an amber band from 161 to 200 tags.
Note: Station rows that exceed a threshold are highlighted in amber on the Station Summary worksheet.
Row Highlighting
Row highlighting in the Alarm Summary worksheet uses the following color scheme:
Color
Meaning
Green
Fully rationalized – no action required
Yellow
Partially rationalized – review recommended
Red
Unrationalized – action required
Amber (darker)
Block template not classified – entity type unknown
Blue
Active console rows on Station Summary – current session console
Console Scope
When generating a Console Alarm Analysis Report, the console scope setting determines which operator console is used as the reporting context. The Station Summary will include all stations facility-wide, but the active console row is highlighted in blue to distinguish the reporting console from other consoles.
All report settings are stored in MongoDB and are loaded automatically at the start of each report session. Changes take effect immediately for the current session and are saved for future sessions.
Tip: Review the Station Summary threshold settings whenever the plant alarm philosophy is updated to ensure the thresholds remain aligned with site standards and ISA-18.2 guidance.
