Detailed Engineering Drawings, Codes and Standards

PIPING & INSTRUMENTATION DIAGRAM DESIGNER

CHECKLIST
S/N

CHECK

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ITEM DESCRIPTION
My companys document/drawing #
Client document #
Licensor/Vendor document #
Title block: including the By/Approved/Checked blocks filled and
signed, Date, Rev. all company logos, client signoff block?
All equipment tagged, title above equip, spelling of names
correct?
Not crowded: Normally have about 4 pieces of equipment per
drawing
Where feasible, streams come in the left side and go out the
right side fo the drawing. Battery limits are marked. Stream
tags include the fluid, drawing #, note the equipment name and

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tag the stream is from/going to

Line arrows are on each turn of a line, in the correct direction?
Vessels Size, design temperature/design pressure, full
vacuum, internals/levels, skirt height to grade
Heat exchangers Area, design temp/pressure, duty, motor
horsepower (air coolers), condenser/reboilers have elevation,
motors have controls
Heater size, duty, design T/P, coil arrangement, utilities on a
separate page
Boiler size, design T/P, superheater outlet T, utilities own page
Tank size, capacity, type, heaters/agitators shown
Pump rated flow, horsepower, differential head. Showing
temporary strainers, drains, motor w/ controls
Turbines in/out temp/pressure, horsepower, strainers
Compressor Actual Cubic Feet per Minute inlet, discharge
pressure, driver type, horsepower, strainer, lube/seal oil
Instruments are right type, local/transmitted, control type,
block/bypass valves shown
Instrumentation signal lines are correct line type, local/DCS
code correct
Control valve type, failure mode shown, block/bypass valves,

GE200 Course
Handout P&ID Designers Checklist

Detailed Engineering Drawings, Codes and Standards

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reducers, the sizes used are the latest from controls department
Pressure Relief Valves: set pressure, PSV size is latest,
inlet/discharge size and pipe spec. match latest calculations,
outlet lines are Car Sealed Open or have no valves (if to

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atmosphere), the relief outlet goes to drain/flare/atmosphere

Lines connecting to a main flare line connect to that line from
above, even making a detour if necessary. (This is an old
drafters trick to remind pipers that flare lines need to slope

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downward to drain properly)

Block valves: show if they are normally open or closed, car
sealed open or closed?
Drain valves present, use smaller gate valve symbol, they are
between checks/gates/etc.
Minor valves are placed logically (check valve near pump
discharge, swing blind near a gate valve)
Spectacle blinds are correctly shown normally open/closed and
they are on the side of the valve facing the danger (i.e.
pressure source, contamination source)
Steam-outs/steam connections where required? Full vacuum
rating on equipment when required
Pipe specs. are all shown and are correct, spec. breaks over
valves/PSVs, steam and electrical tracing is shown
Double-block valves (with 3/4 drain between) where
procedures say there are needed (normally 600 psig+ or
dangerous fluids like acid)
Insulation is shown on equipment and pipes?
Tie Points are at all old/new line interfaces
Lines connect to each other according to projects branch table
(e.g. do I need to show an expander before tee?)
Show slopes, elevations,
Note whenever any items must be within sight of each other
(e.g. ensure level gauge can be seen by someone operating this
manual globe valve)
Utility P&IDs tie in correctly to main drawings, and show
connect to utility stations & analyzers
Header line numbers include all header block valves (so that
when the header is built the block valves are installed with the
header, not any branch lines)
Any items rotated for easy access, such as handwheels on
valves, are rotated to an angle that is possible considering the

GE200 Course
Handout P&ID Designers Checklist

Detailed Engineering Drawings, Codes and Standards

number of bolt holes on the lines. (Ex: per ASME B16.5 I see
that for 150# carbon steel, 0.5 to 3 lines can rotated 90
degrees , 4 to 8 lines can rotate 45 degrees , 10 to 14 can
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rotate 30 degrees)
Neat DWG, no dog-legs/bad-connections
When lines cross, vertical lines break for horizontal lines except
that instrumentation lines break for process lines. (This rule
varies by company)
Matches Process Flow Diagram (PFD) connectivity,
Equipment names match other documents like the PFD,
equipment list, datasheet, etc.
All Notes/Holds are ok? Is it clear what they refer to? Spelling?
Are the general project notes and holds, that must be added to
each drawing, in place?
All the mark-ups were applied by the drafters correctly, spelling
is correct
Check the drafting process did not introduce any random new
errors or mistakes. (Sometimes during a revision, a drafters
template will be set wrong, or a line type will change for no
apparent reason, causing a little mistake. And no one will be
looking for it, because everyone just focuses on the areas that

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were marked up!)

Are revision triangles, clouds, and other markings in the revision
process added or deleted as required?
Do your own mini-HAZOP of the process: can any deviation in
normal temperature, pressure, flowrate, operator mistakes,
utility failures, etc. cause a safety problem? Are any remaining

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safety issues going to be properly documented for the operators

Similarly, can you think of any operability problems? Any
common maintenance tasks that cannot be done here? Or any
practical problems building or installing what youve planned?
Taking a look at the set of P&IDs as a whole, the stream
connections between the drawings are correct (all inlet streams
match to outlet streams somewhere, or at least has an
adequate explanation)

GE200 Course
Handout P&ID Designers Checklist