Automation brings together instrumentation, logic and supervisory systems to support facility operations. Its development starts with clear functional requirements and coordination between the process, equipment and control systems.
From requirement to verifiable function
The operating philosophy defines how the system should respond under anticipated conditions. Signal identification, sequences and interfaces must remain consistent with the process design.
Documentation and testing enable behaviour to be reviewed before acceptance. Version control provides continuity through subsequent adjustments and maintenance.
Service scope
The scope is defined according to asset condition, project stage and available information.
Functional definition
Instrumentation, control and supervisory criteria are developed around operating needs. Interfaces with packages and equipment are identified during design.
Philosophies and functional requirements
Signal lists and interfaces
Supervisory and alarm criteria
Technical capabilities
Design functions that can be verified
Control, supervision and instrumentation
Instrument selection and logic are linked to process variables. Programmable logic controllers, distributed control systems and supervisory systems are integrated in accordance with the defined architecture.
Control and alarm philosophy
Signal identification
Equipment and package interfaces
Testing and configuration
Test cases compare implemented functions against requirements. Observations, adjustments and approved versions remain traceable through to system handover.
Functional verification protocols
Change and result records
Configuration documentation
Deliverables and coordination
Information for decision-making+
Deliverables are agreed when the service is defined. The bases used, results and outstanding checks are documented so that the information can carry through to the next stage.
Functional documentation and control criteria
Signal and interface specifications
Verification protocols and records
Background information to get started+
An initial review confirms what information is available and what needs to be completed. To prepare for that discussion, it is useful to have: