Executing a Trace
To execute a trace, complete these steps:
1. Select the device you want to trace from and click the Trace button (). (See “Using the Trace Dialog Box” for field descriptions.)
2. Select the trace type, direction, mode, and the phases to trace, as described in the following table:
To trace...
Do this…
To all connected devices
Select All Connected from the drop-down list and then click the Trace button. The Viewer traces from the device to all connected devices stopping only at an energizing source.
To connected transformers
Select To Transformer from the first drop-down list and select the direction from the second drop-down list. Click the Trace button. The Viewer traces from the device to all transformers in the specified direction.
To connected switches
Select To Switch from the first drop-down list and then select the direction from the second drop-down list. Click the Trace button. The Viewer traces from the device to the nearest switch in the specified direction.
To the energizing source
Select To Source from the first drop-down list. Click the Trace button. The Viewer traces from the device upstream to the energizing source.
To a specific device class
Select "To Device Class" from the first drop-down list. The Device Class field and Search button will be displayed. Click the Search button to open the Select Class dialog box. Expand the electrical object tree and select the device class that you wish to trace to. Click OK to populate the Device Class field. Click the Trace button. The Viewer traces to that device class.
A specific phase
Select the phase you want to trace. Select the tracing option (All Connected, To Transformer, To Switch, or To Source) and the direction, then click the Trace button.
Upstream
Select either "To Transformer" or "To Switch" from the first drop-down list, and then select "Upstream" from the second drop-down list. Click the Trace button.
Downstream
Select either "To Transformer" or "To Switch" from the first drop-down list, and then select "Downstream" from the second drop-down list. Click the Trace button.
Both upstream and downstream
Select either "To Transformer" or "To Switch" from the first drop-down list, and the select "All" from the second drop-down list. Click the Trace button. (Tracing all connected devices and tracing to the source will automatically trace both upstream and downstream.)
Using statuses currently displayed in the Viewer
Select "Current Session" from the third drop-down list. Select the tracing option (All Connected, To Transformer, To Switch, and so on) and the direction, then click the Trace button.
Using nominal statuses
Select "Nominal" from the third drop-down list. Select the tracing option (All Connected, To Transformer, To Switch, and so on) and the direction, then click the Trace button.
 
Understanding the Trace Results Dialog Box
When you select to see trace results in a table (any selection other than No Table), the Trace Results dialog box will be displayed once you click the Trace button ().
Menus and Toolbar Options
File Menu
Menu Option
Description
Toolbar Icon
Export
Exports the table to a .csv file.
Help Menu
Menu Option
Description
Toolbar Icon
Trace Results Help
Shows the online help.
 
Understanding Data Table Actions
If you double‑click a table row, the table will focus the Viewer on the row's device.
If you right‑click a table row, you can choose from the following context menu options, if applicable:
View...: Focus the Viewer on the device.
Calculate Values: This will calculate the customer counts and kVA information for the row.
Look Ahead...: Opens the Look Ahead dialog box. See “Using the Look Ahead Dialog Box” for more information.
 
Click OK to close the Trace Results dialog box.