After the document workflow is fixed, the operator opens a stable PDF or HTML rendition in Ignition while engineering maintains an editable source. The key separation is between authoring format and operator display format: Word remains useful for editing, but the screen receives a format its viewer can render predictably.
What is the screen telling you?
Start with the operator-visible result. Determine whether the screen shows the document, downloads it, opens another application, displays stale content, or fails to load anything. That observation identifies the next layer to inspect.
| Screen result | Likely boundary | Next check |
|---|---|---|
| PDF displays correctly | The Ignition page, document path, and PDF viewer path work | Test how the PDF is generated and replaced |
| Word file downloads or launches externally | The client lacks an inline Word renderer | Choose PDF conversion or HTML storage |
| Old revision remains visible | The displayed file, database record, or cache was not refreshed | Compare source and published revision identifiers |
| Document is missing | The path, tag value, permission, or publication step failed | Read the resolved document reference at runtime |
| Formatting differs from Word | The conversion or HTML import changed unsupported layout features | Compare the published output with the source |
A Word file is an authoring package, not a universal screen-rendering format. An Ignition component can pass a file location correctly while the client still has no renderer for that file type. What the screen is telling you is whether the failure occurs before retrieval, during format handling, or after publication.
Does the tag resolve to the correct document?
Read the value that selects the document at runtime. If it points to the expected file or database record, the tag is right; the binding is wrong when the display component receives another value, adds an incorrect path, or targets an unsuitable viewer. If the value itself is wrong, trace the controller value, driver data, tag expression, and document lookup in that order.
| Reading | Outcome | Next check |
|---|---|---|
| Controller selection differs from the requested procedure | The problem precedes Ignition document rendering | Correct the controller state or selection logic |
| Controller and tag agree, but the binding resolves elsewhere | The binding or lookup mapping is wrong | Correct the component binding |
| Binding resolves to the intended Word file | Selection works; rendering remains the issue | Choose a display format |
| Binding resolves to the intended PDF or HTML record | Selection and format are valid | Check revision, access, and refresh behavior |
Capture both the logical document identifier and its resolved location. Avoid using only a filename as proof of revision: replacing a file under the same name can hide whether the client received the new content. A revision field, publication timestamp, or content version gives the operator interface a value it can display and audit.
Should the operator receive PDF or HTML?
Both configurations work, but they solve different problems. Convert Word to PDF when engineering wants to retain Word as the authoring tool and operators need a fixed rendition. Store editor-generated HTML when revision control, acknowledgements, media, and application-managed publishing matter more than preserving the Word file workflow.
| Configuration | Source location | Operator effect |
|---|---|---|
| Word source plus generated PDF | Editable Word file and published PDF | Stable display copy with a separate conversion step |
| WYSIWYG-generated HTML | HTML stored as a database string | Application-controlled display, revision records, and embedded rich content |
| Markdown-generated content | Text document under revision control | Automation-friendly publishing, but engineers must learn Markdown |
| Direct Word delivery | Shared Word file | Depends on an external or client-side Word-capable handler and gives less control over presentation |
For the smallest change to the existing workflow, use Word for editing and generate PDF for Ignition. For a managed work-instruction or SOP system, HTML is the stronger configuration because the application can associate content with editor identity, revision history, retraining actions, and operator notification. A WYSIWYG editor such as TinyMCE can accept content pasted from Word while retaining formatting, then generate HTML in the background.
Is conversion occurring at the correct workflow boundary?
Conversion belongs in the publication path, not in the operator’s viewing action. Install LibreOffice on the system assigned to publication and invoke the Writer command-line conversion from a controlled script:
lowriter --convert-to pdf
The script must receive the approved Word source, produce a PDF, and publish that result to the location referenced by Ignition. Separate draft storage from the published location so an incomplete edit cannot become an operator instruction merely because somebody saved the Word file.
- Save the editable Word source in the engineering document location.
- Approve the revision using the site’s document-control process.
- Run
lowriter --convert-to pdfagainst the approved source. - Confirm that conversion produced a readable PDF before replacing the published copy.
- Publish the PDF and update its revision metadata as one controlled operation.
- Signal the Ignition view to reload the document or select the updated revision.
If text-friendly change tracking is required, LibreOffice “Flat” file formats can be placed under version control. Setting PrettyPrinting = true in the advanced document-save settings makes those files more suitable for reviewing changes. This affects the editable source workflow; operators can still receive PDF.
How do you prevent stale or uncontrolled revisions?
A shared Word file simplifies editing but does not by itself answer who changed it, what changed, whether approval occurred, or whether operators require retraining. Treat those as publication data rather than properties inferred from the filename.
| Control | Record location | Effect |
|---|---|---|
| Document identifier | Database record or controlled index | Maintains a stable link from equipment or procedure selection |
| Revision | Published metadata | Shows which approved content the operator sees |
| Editor and edit time | Audit record | Attributes source changes |
| Approval state | Workflow record | Prevents drafts from entering production display |
| Retraining flag | Revision workflow | Routes significant changes for acknowledgement |
For HTML storage, save the editor output as a string in the database and keep revision metadata in associated fields. For PDF publication, record the revision beside the generated file and display it on the Ignition screen. In either design, operator access should target only the approved revision.
How do you verify the resolving branch?
- Select a known document from the same controller state and Ignition tag path used in production.
- Read the final component binding and confirm that it resolves to the approved PDF or HTML record.
- Open the document from an operator client and inspect headings, tables, pagination, embedded media, and special characters used by the procedure.
- Make a controlled source change, advance its revision, publish it through the selected workflow, and reload the operator view.
- Confirm that the screen shows the changed content and the new revision while the previous approved revision remains traceable.
If the path and revision change but the content does not, inspect caching and reload behavior. If the published output itself is old, inspect the conversion input and publication transaction. If the output is current but the tag selects another record, return to the controller-to-tag-to-binding chain.
Frequently asked questions
Why does Ignition download a Word file instead of displaying it?
The document reference may be correct while the client lacks an inline Word renderer. Publish a PDF for fixed-layout viewing or store editor-generated HTML for application-native display.
Why does the operator still see the old PDF?
Compare the approved source revision, published PDF revision, binding result, and displayed revision. If all references are current, force the view to reload and inspect client or intermediary caching.
Why does the converted PDF look different from Word?
The conversion engine may interpret fonts, pagination, tables, or embedded objects differently. Open the generated PDF before publication and compare every layout element used by the operator procedure.
Why does a shared Word file provide weak document control?
A shared file alone does not connect edits to approval, notification, retraining, or operator acknowledgement. Store those states in a controlled publication record and expose only the approved revision.
How do I verify the new Ignition document revision?
Read the final binding, open the document on an operator client, and compare its displayed revision and changed content with the approved publication record.