What this worksheet captures
This worksheet is built to capture the field details that usually decide whether panelview migration planning can move into a quote, replacement, or engineering review.
It is meant to keep the intake practical, consistent, and easier to hand off between maintenance, engineering, and purchasing.
- existing HMI model
- screen size or cutout
- communications method
- power requirements
- mounting constraints
When to use it
Use it when the field information is incomplete, when multiple people are touching the job, or when the replacement path depends on details that are easy to miss over email or phone.
Worksheet
Fill this in on-screen or print the page and carry it into the field so the same core details make it back to engineering, sourcing, or quote review.
| Field | Value | Notes |
|---|---|---|
Existing HMI model Read the model from the installed device label or nameplate and include any prefixes, suffixes, or revision marks. |
Manufacturer / Family
Catalog / Model
Series / Rev
|
|
Screen size or cutout Measure the operator-interface opening and record the existing screen size or cutout before shortlisting a replacement. |
Width
Height
Length
Unit
|
|
Communications method Use the project files, switch configuration, HMI setup, or PLC documentation to capture the actual network or communications method in use. |
||
Power requirements Capture the exact field detail from the installed equipment, drawings, labels, or documentation that best answers this part of the job. |
Voltage
Current
Power
|
|
Mounting constraints Measure the available space or mounting pattern at the installed equipment so the replacement still fits physically. |
Width
Height
Length
Unit
|
How to use it on site
Work from the installed equipment first, then collect the ratings, environment, fit notes, and related components that change the actual buying decision.
| Item | What it means in practice | Why buyers care |
|---|---|---|
| Core role | Give operators visibility and controlled interaction with the machine | This separates it from the PLC itself. |
| What engineers compare first | operator tasks, communications, screen size, and environment | Those factors decide whether the HMI helps or frustrates operators. |
| Typical supporting parts | PLC, network hardware, power supply, and enclosure cutout hardware | HMI decisions ripple through the panel design. |
| Common confusion | Choosing by screen size alone | A bigger screen is not automatically a better operator interface. |
What to verify before sending it on
A worksheet is most useful when the captured values are checked for completeness before they move into sourcing or quote prep.
Important verification notes
Use the worksheet to structure the job, then confirm the final release path against the exact product-family data and installed conditions.