Course Code: CENG-16

Goal: Tag, configure, and manage components accurately in your Visio drawings by using CUBE’s engineering tools to support consistent system documentation, installation, and maintenance.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate to Advanced (Technical documentation and field configuration focus)
Resources Provided:

• Tagging Tools Reference Guide.
• Component Configuration Worksheet.
• Sample Tagging Structure Template.
• CUBE Component Data Sync Guide.
  

Learning Objectives

By the end of this session, participants will be able to:

• Apply and manage I/O and device tags using CUBE’s tagging tools.
• Use the “Component Configuration” tool to customize data fields.
• Create custom tags and associate component-specific metadata.
• Apply best practices for tag formatting, system traceability, and long-term maintainability
  

Session Agenda

16.1 Applying Point Tags with Tagging Tools

• Introduction to CUBE’s Tagging Toolbar in Visio.
• Tag types: I/O (AI, AO, DI, DO), Device IDs, System Labels.
• How to apply tags directly to shapes or system blocks.
• Understanding dynamic tags linked to components.
• Editing tags for clarity, alignment, and readability
  

16.2 Using “Component Configuration” for Custom Setup

• Launching the Component Configuration dialog for selected shapes.
• Editing fields.
• Saving component configurations for reuse.
• Syncing configuration data with CUBE estimates and BOM
  

16.3 Creating Custom Tags and Associating Data

• Defining your own tag structure for consistent naming.
• Associating tags with component-level metadata (e.g., panel name, floor, zone).
• Building tag libraries for frequently used systems.
• Applying tags across multiple drawings or projects.
• Using metadata filters to organize and search components by tag
  

16.4 Tagging Best Practices for Maintenance and Clarity

• Standard naming conventions for tag readability and traceability.
• Tips for maintaining clean and organized drawings:
  
• Layering and alignment.
• Grouping by I/O type.
• Visual separation of tagged vs. untagged components
  
• Documenting tag logic for installation and commissioning teams.
• Collaborating with engineering and programming teams for shared tag databases
  

Hands-On Exercises

Participants will:

• Apply I/O tags to a system using the CUBE tagging tools.
• Use the Component Configuration panel to update part metadata.
• Create and apply a custom tag to a sample shape.
• Export tag data for use in programming or installation workflows.
• Review a tagged diagram for clarity and completeness
  

Post-Session Action Items

To reinforce learning, participants are encouraged to:

• Standardize a tag format for use in upcoming or current projects.
• Review and update previously placed components for tag accuracy.
• Coordinate with engineering teams to align tagging and configuration practices.

Save and document custom component configurations for reuse

Note: When scheduling, make sure to include this session code: CENG-16.

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