Hook-Up Drawings (Pneumatic / Electric) — Final Self-Verification Checklist

Header & Document Control

• Document number/title per project standard; “Hook-Up Drawing” states instrument tag(s), service, unit/area, sheet number/total.
• Revision purpose (IFR/IFA/IFC/IFD) correct; prepared/checked/approved names & dates completed; change log maintained.
• References listed with numbers & revs (P&IDs, Instrument Datasheets, Instrument Index, Line Class/Spec, Piping Isos/GA, Loop/Interconnection, Termination Diagrams, C&E Matrix, Alarm & Trip Schedule, Area Classification, Client Standards, Vendor Manuals).

Scope, Basis & Typicals

• Scope confirms pneumatic and electric hook-ups for sensors, transmitters, gauges, valves/positioners/solenoids, and accessories; vendor internal wiring excluded or clearly flagged.
• Design basis/codes identified (project + applicable piping/electrical/hazardous area standards); client deviations captured on notes.
• Correct hook-up typical selected per service (e.g., DP flow, level wet/dry leg, remote seal, draft, temperature with thermowell, gauge with siphon/pigtail, MOV/SDV air set); typical ID shown on drawing.

Process Connection & Tappings

• Nozzle/tapping size/rating match line class; type correct (socket weld/threaded/flanged/weldolet/thermowell); orientation and elevation per P&ID/iso notes.
• Gasket/threads compatible (RF/RJ, NPT/BSPT/metric); thread sealant specified if permitted; corrosion allowance and material (316L/Monel/Alloy) match service (H₂S/Cl⁻/sour).
• Thermowell: insertion length, immersion and tip clearance checked; wake frequency/strength calc referenced; UPN/lagging extensions shown; orientation & removal space clear.

Root Valves, Manifolds & Bleeds

• Root isolation valves provided and rated; DBB/bleed where required; vent/drain valves accessible with piping to safe location if needed (hot/toxic).
• Manifold type correct (2-/3-/5-way for DP/PT); orientation (vertical/horizontal) and port mapping shown; equalize/test connections included; tag numbering consistent.

Impulse Lines / Tubing / Capillaries

• Tubing size/material per spec (e.g., 10/12 mm or 3/8 in 316L); fittings type consistent (compression/Swagelok/flare); tube wall & pressure rating adequate.
• Slope rules applied (gas lines fall to process; liquid lines fall to transmitter; DP lines equal length/ID); high-point vents/low-point drains provided with plugs or valves.
• Tube bends within radius limits; clamp spacing adequate; avoid vibration/hot surfaces; removable sections/unions provided for maintenance; labeling/ferrules per standard.
• Remote seals/capillaries: lengths matched; protection and routing shown; temp limits and fill fluid suitability confirmed; mounting elevation versus process head considered.

Mounting, Supports & Accessibility

• Instrument stand/bracket type and material per spec; anchor/weld details shown; vibration isolation where required; corrosion protection (paint/SS grade) specified.
• Mounting height, local display orientation, and reach for calibration/bleeds acceptable; access platforms/ladders indicated if needed; clear of egress paths.

Pneumatic Hook-Up (Instrument Air)

• Air supply shown with source reference (header/regulator/FRL); pressure range suits device; filtration class and coalescer/drain specified; water/oil carryover considered.
• Tubing OD/material correct (e.g., 6/8 mm SS or nylon for panels); push-fit/compression fittings consistent; color coding/labels per standard; quick exhaust/volume booster/lock-up devices shown if used.
• Fail action documented (air-fail position, spring return, lock-up); I/P and positioner connections correct with restrictors as needed; leakage test requirement noted.

Electrical Hook-Up (Power, Wiring, Earthing)

• Device power requirements shown (24 Vdc/230 Vac/etc.) with source/fuse/CB ID; coil suppression (diode/RC) indicated for solenoids/relays; EPO/EMO impact considered if applicable.
• Wiring to JBs/panels identified with cable IDs, cores, and shield/armour bonding location (field/JB/system); gland type/rating (A1/A2, barrier, Ex d/e, IP/NEMA) correct.
• Intrinsic safety/isolation devices (barriers/isolators) shown where required; entity parameters referenced; earthing/bonding points indicated.

Heating, Heat Tracing & Insulation

• Steam/Electrical heat tracing shown where required (freeze/viscosity/dew point); heater type/rating, thermostat/RTD location, and power/steam source referenced.
• Insulation/jacketing specified (thickness/material, weatherproofing); impact on measurement lag considered (e.g., temperature lag, DP leg stability).

Hazardous Area, Materials & Ratings

• Zone/Division, Gas Group and Temperature Class correct; protection concept (Ex d/e/i/n/px) suits device/ancillaries; EPL and ambient limits respected; IP/NEMA rating adequate.
• Materials compatible with process/environment (chlorides/sour/UV/offshore); bolts/gaskets specified; pressure/temperature ratings and hydrotest requirements noted.

Testing, Flushing & Calibration

• Pressure/leak tests for tubing/valves specified (method, pressure, hold time); flushing/purging/cleanliness criteria defined for impulse/sample lines.
• Calibration/zeroing access and procedures feasible (bleed ports, test points); loop check references and acceptance criteria listed; PST hooks for SDV/MOV noted if applicable.

Drawing Quality, Symbols & Cross-Refs

• Legend/symbols per client/ISA; notes concise; dimensions and orientations clear (heights, slopes, clearances); no overlaps/clipped text; title block complete.
• Cross-references valid (to P&ID line/tapping, instrument datasheet, loop/ICN, termination diagram, cable ID, JB/Panel ID, typical drawing ID); continuation arrows resolve correctly.

MTO / BoQ & Logistics

• Bill of Materials complete and consistent with typical: valves/manifolds, fittings, tubing length, clamps, brackets, gaskets, glands, heaters, regulators/FRLs, accessories; part numbers/spec codes shown.
• Spares/consumables allowances identified; preservation/packing requirements noted (end caps, desiccants, flange protectors); special tools listed if needed.

Notes, Attachments & Final Polish

• Open items/assumptions listed with owners & due dates (e.g., vendor model finalization, thermowell calc approval, heat tracing class confirmation).
• Attachments referenced with document numbers/revisions (typicals, datasheets, calc sheets, isos, 3D snapshots, vendor drawings); PDFs export with selectable text; print areas/page breaks set.
• Consistency scan vs P&IDs, Instrument Index, Cable Schedule, Loop/ICN and I/O List complete; conflicts resolved and logged; confidentiality/footer correct.