This technical report provides guidance in the design and function of a method for instrument tracking and documentation control that is adaptable for use by multiple plants and is compatible with many of the available plant-site-distributed control systems. The report addresses methods to develop a user-friendly interface that allows instrument technicians and electricians easy access to instrument-and-control-drawing information (loop, electrical and connection), cable schedules, piping-instrument documents, and work-practice procedures.

This technical report addresses methods linking a document management system with a work and asset management system. These links eliminate the time to manually search for plant drawings, manuals, or critical documents. Convenient access is included to daily maintenance, calibrations, state certifications, audit schedules, instrument-outage-calibrationlist reports, and options for detailed reports.

Purpose

The purpose of this technical report is to provide advice and guidance in the development of methods to address the common issue of tracking, troubleshooting, and reporting instrument and control (I&C) equipment data in a standard format.