Vision Audit+ for AVEVA PI Vision

Audit trail and version control for AVEVA PI Vision

See who changed a PI Vision display, what changed and why. Roll back mistakes, restore deleted displays and lock the displays you have approved.

Validated PI Vision production overview display with KPIs, hourly production, line performance and equipment status, marked with the Vision Audit+ Validated watermark and green border
Validated display
Vision Audit+ version details: reason, user, time, version and the symbols that were added or modified, with old and new values
What changed

See every change to your PI Vision displays

When a trend, value or layout suddenly looks different, the answer is one click away in PI Vision. Vision Audit+ records every display version automatically, with nothing extra for users to do.

Display history

A complete timeline for each display, opened from the PI Vision toolbar.

  • Every save, revert, restore and deletion, with user and time.
  • Track all displays, or only the ones that matter.
  • Approval steps appear in the same timeline.
Vision Audit+ Display History pane listing modified, deleted, restored and reverted versions of a dashboard with user and time
The history of a dashboard, newest first.

Symbol-level changes

See exactly what was edited, down to the individual symbol.

  • Added, removed and modified symbols at a glance.
  • Old and new values side by side, such as size, position or font.
  • The data source path shows which symbol was affected.
Change details showing two added gauge symbols and a modified value symbol with old and new height, font, font size and position
Two symbols added, one value symbol changed.

Save reasons and comments

Keep the reason with the change, not in a separate ticket or email.

  • Optionally require a reason before a display can be saved.
  • Apply it to all displays, or only to displays under validation.
  • Add follow-up comments to any history entry.
  • Comments stay part of the record and can’t be edited afterwards.
Reason for saving dialog shown in PI Vision before a display change is saved
The reason dialog before a display is saved.

Roll back changes and restore deleted PI Vision displays

Undo a bad edit in seconds, or bring back a display someone deleted, without rebuilding it from memory or a backup.

Revert and recycle bin

Return a display to any earlier version, or restore one that was deleted.

  • Revert with one click from the version details.
  • A revert is saved as a new version, so no history is lost.
  • Restore deleted displays from the recycle bin, including their thumbnail.
  • Decide who may revert, restore or permanently delete displays.
Display history with snapshots, a revert to a previous version, a restore and a deletion
Snapshots, a revert, a restore and a deletion in one history.

Snapshots and history rules

Mark known-good versions and keep as much history as your procedures require.

  • Save manual snapshots as golden copies before larger changes.
  • Record every save, group quick edits into one version, or take a daily summary.
  • Keep history indefinitely, for a set period or for the last versions per display.
  • Protect manual snapshots from automatic cleanup.

Validate and lock approved PI Vision displays

For displays that run production or support regulated processes, Vision Audit+ adds a review and approval step inside PI Vision and keeps approved displays locked.

DraftIn ReviewValidated

Review and approval

Move important displays through a clear approval workflow.

  • Submit a draft for review. It is frozen while under review.
  • Approvers approve with a written justification, or reject it back to Draft.
  • Every step is recorded with user, time and reason.
  • Use validation for all displays or only selected ones.
Confirm Validation dialog asking for a comment or reason before the display is validated
Approval with a written justification.
Display Validation pane showing a display In Review, frozen for edits, with Approve and Reject buttons
A display in review, waiting for approval.

Locked until revised

Validated displays stay exactly as they were approved.

  • Validated displays are locked against edits.
  • Changes start with Revise, which returns the display to Draft and is recorded.
  • If a locked display is changed another way, for example by a script, it is returned to Draft automatically and flagged in the history.
Display Validation pane showing a validated, locked display with the Revise (Unlock) button
A validated display, locked until someone revises it.

Status visible on every display

Everyone can see at a glance whether a display is a draft, under review or approved.

  • Colour-coded watermark and border on the display.
  • Visible when viewing and when editing.
  • Watermark text can be set per state, for example to include the version.
Three PI Vision displays with Validated, Reviewing and Draft watermarks and green, yellow and blue borders
Validated, In Review and Draft displays.

Control who can change, restore and approve displays

Match Vision Audit+ to the roles in your team, and keep an eye on the service itself.

Permissions

Roles that fit how your organisation works.

  • Who can revert, restore and permanently delete displays.
  • Who can empty the recycle bin.
  • Who can validate displays.
  • Who can comment, based on your existing PI security.

System status and failover

Know that change tracking is running, and keep it running.

  • Service health, license status and recent errors, shown in PI Vision.
  • How many displays are in Draft, In Review and Validated.
  • Optionally run a second Vision Audit+ service that takes over automatically.

Display changes Vision Audit+ helps with

Four everyday situations, and how Vision Audit+ handles each one.

History

A KPI looks different

Situation
An operator notices that a trend now shows a different tag.
In Vision Audit+
The display history shows who changed which symbol, when and why.
Result
The cause is clear in minutes.
Recovery

Display deleted during cleanup

Situation
A shift dashboard was removed together with old test displays.
In Vision Audit+
Restore it from the recycle bin.
Result
Back in use without rebuilding it.
Validation

New batch display goes live

Situation
A display needs QA approval before production use.
In Vision Audit+
Submit it for review and approve it with a justification.
Result
Locked and visibly marked as Validated.
Validation

Locked display changed by a script

Situation
A validated display is updated outside the PI Vision editor.
In Vision Audit+
It is returned to Draft and flagged in the history.
Result
No one mistakes it for the approved version.

Vision Audit+ works alongside Vision Report+ for automated PI Vision reports and the Vision Library+ custom symbols.

Vision Audit+ FAQ

Questions we are asked most often during evaluations.

Ask a technical question →

What does Vision Audit+ record?

Every saved version of a tracked PI Vision display, with the user, the time, the symbols that changed and the reason if one was entered. Reverts, restores, deletions and validation steps appear in the same history.

Can we undo an edit or recover a deleted display?

Yes. Revert to any captured version with one click, or restore a deleted display from the recycle bin. You choose how often versions are captured and how long history is kept; Vision Audit+ can only restore versions it has captured.

Can we track or validate only selected displays?

Yes. Change tracking and the validation workflow can each be turned on for all displays or for individual displays.

Does a Validated state make a display compliant?

No. Validation states, locking, approval reasons and the change history support your own validation and change-control procedures, for example in GxP environments. They do not certify a display or make the PI System compliant on their own.

What do we need to run it?

AVEVA PI Vision 2021 or later and PI Web API 2017 or later, plus PI AF and a Windows server for the Vision Audit+ service. It runs in your own environment, and the required runtime is included in the installer. We go through the details with you before the trial.

Is a trial available, and how does licensing work?

Yes. Request a trial for your own PI Vision environment. We confirm compatibility and your trial license details, then email the evaluation instructions. Commercial licensing is quoted for your deployment.

Request a Vision Audit+ trial

Edit a test display, review its history, restore an earlier version and try the validation workflow with your team. We’ll confirm compatibility and your trial license details, then email the evaluation instructions.