Instrument Datasheet – Comprehensive I&C Engineering Checklists for EPC Projects

Universal Instrument Datasheet — Final Self-Verification Checklist

Applies to pressure/temperature/flow/level transmitters; control & shutdown valves; basic analyzers.

0 of 0 checked

Header & Document Control

Document number & title match project numbering and instrument type.
Tag number correct and consistent with Instrument Index, P&IDs, I/O list, and line list.
Project, unit/area, service, location filled in and consistent with source documents.
Revision set correctly (e.g., Rev 0) and revision purpose (IFR/IFA/IFC/IFD) stated.
Prepared/Checked/Approved names, disciplines, dates completed; signature blocks present if required.
Client/contractor logos and document ownership correct per contract.
Units (SI/US) declared and used consistently throughout the datasheet.
Reference documents listed with numbers & revisions (Specs, BEDD/BEDP, P&IDs, Line List, C&E, Control Narrative, IPF/LOPA, Hazardous Area, Materials/Class specs).
Applicable standards cited (ISA/IEC/API/ASME/ISO/ATEX/IECEx/NACE).
Confidentiality/classification line matches project policy.

Core Input Data Verification (The Cross-Check)

Tag number, service description, location ↔ Instrument Index & P&ID verified.
Process connection, line size/class, rating, material ↔ Line List & Piping Class.
Setpoints/alarms/trips/fail action ↔ C&E Matrix & Control/Safeguarding Narrative.
Ranges (LRV/URV/span), units, signal type ↔ Control System I/O List.
Power/air/utility requirements ↔ Utilities summary & panel specs.
Hazardous area rating & gas group/T-class ↔ Area Classification drawing.
Environmental conditions (ambient temp, humidity, ingress protection) ↔ project basis.
Materials/exposure constraints (sour service/ISO 15156, chloride limits) ↔ materials specs.
SIL/availability requirements ↔ IPF register/LOPA (if applicable).
Location/installation type (indoor/outdoor/sheltered, elevation) ↔ layouts/3D model.
Consistency across documents (no conflicts between P&ID bubbles, index entries, datasheet).
Interface references (JB/marshalling panel numbers, cable entries, terminations) ↔ cable/loop drawings.
Replacement/like-for-like: previous vendor data aligned or deviations recorded.

Process Data Integrity

Normal, min/max, design pressure & temperature captured; startup/shutdown conditions noted if different.
Fluid state & properties at operating conditions (density/SG, viscosity, solids %, corrosives/erosives).
Flow specifics (normal/min/max, turndown, Reynolds, straight runs, β-ratio, entrained phases) where relevant.
Level specifics (range, interface SG vs temperature, foam/turbulence, vapor space dielectric, stilling well need).
Backpressure/vacuum scenarios considered (valves, DP level) and documented.
Transient/relief scenarios noted if they drive sizing or overrange protection.
Ambient/installation factors (vibration, altitude, seismic, sun/rain/sand/chemicals) captured.
Noise/emission targets (for valves) reflected in spec.
Assumptions clearly stated and traceable to sources.

Instrument Specification Details

Common to All Instruments

Measurement principle & vendor model appropriate for service.
Accuracy, repeatability, stability, turndown meet requirements.
Range & configuration set: LRV/URV, damping, output characterization (e.g., square-root for DP flow).
Process connections (type/size/rating), wetted materials, seals/gaskets compatible with service.
Enclosure rating (IP/NEMA), temperature class, corrosion protection/coating specified.
Cable entries, thread sizes/qty, gland type; earthing/bonding points defined.
Electrical/Signal: 4–20 mA/HART or digital bus; supply voltage & loop load confirmed; EDD/DTM available.
Hazardous area compliance (ATEX/IECEx): Ex marking, certificate numbers, entity parameters & limits recorded.
Mounting accessories: brackets, manifolds, stands, sunshades, impulse/capillary specs as needed.
Diagnostics/alerts configuration documented (e.g., NAMUR NE 107 status mapping).
Spare parts/consumables (O-rings, filters, membranes) identified.
Weight & center of gravity noted if affecting supports/installation.
Quality & inspection: FAT scope, calibration certificates, pressure/leak tests as applicable.
Sustainability/obsolescence check: current model & lifecycle status confirmed with vendor.

Transmitters — Pressure / DP / Level / Temperature

Pressure/DP: static pressure rating, overload limits, vent/drain orientation, manifold type (2/3/5-valve).
Remote seal/capillary: diaphragm & fill fluid compatibility and temperature limits; lengths & routing defined.
DP Flow: primary element/β-ratio, upstream/downstream straight runs, square-root option, low-flow cutoff set.
Level (Radar/Ultrasonic/GWR/Displacer): dielectric/acoustic suitability, nozzle/standpipe, false-echo map, foam/turbulence mitigation.
Temperature: sensor type (RTD/TC), class/accuracy, sheath/extension materials, thermowell bore & insertion length, lagging allowance.
Thermowell strength/wake-frequency (ASME PTC 19.3 TW) check attached; results acceptable.
Configuration record attached: LRV/URV, damping, linearization tables, sensor mapping.

Flowmeters — Coriolis / Vortex / Mag / Ultrasonic / DP Orifice

Line size & end connections match piping; pressure drop acceptable across operating envelope.
Fluid suitability confirmed (conductivity for mag, gas fraction for vortex/ultrasonic, viscosity for DP orifice).
Accuracy & rangeability meet min/max flows; density/viscosity inputs documented where used.
Installation: straight runs/meter-run, orientation, purge/drain provisions, avoidance of air/gas pockets.
Outputs: mass/volume/energy (Coriolis), totalizer scaling, pulse/frequency outputs specified to DCS if any.

Control Valves (CV)

Body/trim: size, rating, material, NACE compliance, end connections, flow direction specified.
Cv/Kv & characteristic selected; rangeability meets control requirements.
ΔP basis (normal/max/min) documented; cavitation/flashing/noise checks performed; special trims if needed.
Seat leakage class (FCI 70-2/IEC 60534-4) specified and acceptable.
Actuator: type (pneumatic/electric/hydraulic), supply/voltage, fail action (FO/FC/FL), bench set/torque margin, stroking speed, handwheel if required.
Accessories: positioner (HART/FF), airset/filter, boosters/volume tanks, limit switches, solenoids, quick exhaust, lock-up as required.
Emissions: packing type (low-emission), live-loading/bellows if required; fire-safe certification if applicable.
Predicted noise vs. site limit documented.

Shutdown/ESD/On-Off Valves

Fail-safe position correct per IPF; close/open time meets C&E requirements.
Actuator sizing includes worst-case ΔP, friction, torque; safety margin recorded.
Partial Stroke Test (PST) capability & method noted; solenoid type & certification listed.
Tightness class (ISO 5208/API 598) and fire-safe (API 607/6FA) specified if applicable.
Air/utility consumption recorded; LOPA/IPF references included.

Basic Analyzers (O₂/H₂S/pH/Conductivity/Moisture/GC – high level)

Measured component & range appropriate; response time/lag meets control/ESD needs.
Sample point & conditioning: take-off location, filters, coalescers, regulators, temp/pressure control, drains/vents defined.
Materials compatibility (wetted parts, tubing, seals) with sample confirmed.
Calibration gases/standards: ranges, cylinder connections, purge/venting, hazardous area compliance listed.
Utilities (power, instrument air/N₂, cooling/heating); enclosure/shelter/HVAC as needed.
Alarm/fail behavior (fault drive low/high, maintenance mode), signal type, diagnostics documented.
Access & safety: location, shelters, and safe handling measures for toxics/flammables considered.

Notes, Attachments, & Final Polish

Design notes/assumptions captured in remarks; TBDs minimized and highlighted.
Sizing/selection calculations attached (valve sizing/noise, thermowell strength, DP primary element, radar config, analyzer sample conditioning).
Vendor literature (cut sheets, Ex certificates) referenced/attached with document numbers.
Drawings referenced: hook-ups, loop/termination, installation sketches, mounting details, JB/panel terminations.
Inspection & test requirements listed (FAT, calibration, leak/pressure tests, proof test for IPF where applicable).
Preservation/packing/painting and special tools/spares noted if required.
Grammar/spelling/consistency pass (units, decimals, symbols, significant figures) completed.
Formatting clean: no blanks for critical fields; tables aligned; page count & rev history correct.
Meta check: no unintended confidential client names; matches submission/transmittal list.
Final sanity scan: each critical value traceable to a source within 60 seconds.

Quick Sign-Off

Preparer

Checker

Date

This checklist is a preparer’s final self-verification tool before first formal review (internal or external).

Tagged Engineering Deliverable Check List

Instrument Datasheet – Comprehensive I&C Engineering Checklists for EPC Projects

Universal Instrument Datasheet — Final Self-Verification Checklist

Leave a Reply Cancel reply