Controls Design Workflow Healthcheck

Purpose:

Understand and identify the project parameters and documentation requirements from an electrical controls perspective. Controls includes P&ID, schematics, hydraulics and pneumatics as well as the reports necessary.

Deliverables:

Documentation and presentation of findings that will include suggested workflows, training, standards including schematics, physical layouts, and reports necessary to successfully complete the project from a controls perspective.

Process:

  1. A discovery meeting will be held either on-site or remotely to understand the project parameters and goals. Current documentation will need to be accessible as well as any other customer/market requirements. Designated team members should be present during this phase to assist in understanding the types of project details such as standards, schematics necessary to complete the project (P&ID and electrical), physical representations, and reports.
     
  2. A document will be created and presented with the following being addressed
  • Suggested software platform(s)
  • Schematic workflows
  • Physical workflow options
  • Parts Database implementation
  • Needed reports and outputs
  • Implementation plan
  • Suggested Training
  • Drawing Templates
  • Report Configuration
  • Data Management Recommendation