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

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