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4-Construction QA QC-Instrumentation & Control
4-Construction QA QC-Instrumentation & Control
Page 1 of 34
CONSTRUCTION QA/QC
INSTRUMENTATION AND CONTROL SYSTEMS DATE: April 21, 2016
TABLE OF CONTENTS
1. General ............................................................................................................................. 3
2. Acronyms.................................................................................................................... 4
3. Unpacking Inspection ................................................................................................. 4
4. Bench Test .................................................................................................................. 5
5. Inspection Prior to Installation ................................................................................... 6
6. Inspection after Installation ........................................................................................ 8
7. Power and Air Supply Checks .................................................................................... 9
8. Field Check and Calibration ....................................................................................... 11
9. Loop Test .................................................................................................................... 11
10. Line Up for Pre-Commissioning ............................................................................ 13
11. Loop Check Guidelines .......................................................................................... 33
TABLE
II Unpacking Inspection 17
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CONSTRUCTION QA/QC
INSTRUMENTATION AND CONTROL SYSTEMS DATE: April 21, 2016
1. General
1.1 This specification covers the basic test and inspection requirements for instrumentation.
Based on this specification, the construction contractor will prepare detailed inspection
procedure for instrumentation. The tests and inspection for instrument installation works,
vibrating monitoring system, analyzers, DCS, PLC and computer systems are not covered by
this specification. Test and inspection procedure for such items will be prepared by relevant
vendors.
1.2 Instruments undergo various tests during manufacturing, before installation and after
installation.
The overall instrument inspection plans are shown on attached Table I "Overall Plan for
Inspection, test and Preparation of Pre-commissioning of Instrumentation at Site".
1.4 Application
Sub-contractor or vendor shall submit an application for inspection of specified items to
contractor a day before the inspection date.
After checking, contractor shall submit the application for inspection to Client for the items
specified in this specification.
Construction contractor of Vendor shall record the inspection and test results and obtain the
signature of acceptance from Client and contractor on the inspection form.
1.6 The main apparatus and instruments for tests and inspection are shown in Table IX:
(Apparatus and instrument for tests and inspection).
The quantities and other materials shall be finalized by the subcontractor or Vendor according
to the project requirements. All test equipment must carry valid inspection certificate from a
recognized agency.
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CONSTRUCTION QA/QC
INSTRUMENTATION AND CONTROL SYSTEMS DATE: April 21, 2016
2. Acronyms
BT Bench Test
UI Unpacking Instruction
PI Prior to Installation
SIS Safety Instrumented System
AI After Installation
SWB Switchboard
LT Loop Test
LU Line-Up
CMC Construction Management Contactor
3. Unpacking Inspection
3.1 General
All instruments, DCS equipment, miscellaneous equipment and other vendor supplied
equipment shall be checked in accordance with specifications and vendor's drawings for the
following items, on unpacking:
a. Damages caused by vibration, impacts, permeation of moisture, rain water, etc, during
transportation.
b. Name plates, Tag No., Service, Range
c. Accessories to be assembled
d. Disassembled accessories
e. Quantity
3.2 Unpacking inspection of instruments
Following instruments shall be inspected in accordance with attached Table II (Unpacking
Inspection):
Instrument Inspection No.
Orifice Plate UI-F1
Orifice Flange UI-F2
Meter Run UI-F3
Venturi Tube UI-F4
Pilot Tube(Annubar) UI-F5
Rotameter UI-F6
Positive Displacement Meter UI-F7
Tank Gauge (Mechanical) UI-L1
Level Gauge UI-L2
Thermocouple, RTD UI-T1
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CONSTRUCTION QA/QC
INSTRUMENTATION AND CONTROL SYSTEMS DATE: April 21, 2016
Thermometer UI-T2
PCV (Regulator) UI-V1
Restriction Orifice UI-X1
3.3 Record
Results of inspection shall be recorded on "Inspection Record for Unpacking" (Appendix-2)
4. Bench Test
4.1 General
4.1.1 Bench test and calibration shall be undertaken at the site work shop after finishing the
unpacking inspection.
4.1.2 All scales shall be checked for range and graduations in accordance with specifications
and nameplate data.
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CONSTRUCTION QA/QC
INSTRUMENTATION AND CONTROL SYSTEMS DATE: April 21, 2016
4.2.2 As the performance tests of instruments are to be held at the manufacturer's shop,
emphasis shall be placed upon zero-point checks and/or span checks of the transmitters,
receiving instruments, etc. rather than indicating accuracy tests of the instruments against the
process variable.
4.2.3 Prior to bench test, it is necessary to confirm if the air source and/or power source
instruments are normal.
4.3 Record.
Results of tests shall be recorded on "INSPECTION RECORD FOR BENCH TEST
(INSTRUMENT) (APPENDIX-4)" and "INSPECTION RECORD FOR BENCH TEST
(VALVE) (APPENDIX-3)
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CONSTRUCTION QA/QC
INSTRUMENTATION AND CONTROL SYSTEMS DATE: April 21, 2016
5.3.1 Installations of Level Instruments should be designed for the extreme environmental
conditions of Saudi Arabia and unique operating conditions.
5.3.1.1 Instruments should never be mounted any closer to grade than 1400 mm (4.5 ft).
General site conditions shall be as per Client document BEDD. Site specific exceptions to
BEDD shall be conveyed to contractor.
Level instruments such as level sight glasses and indicators frequently require observation
during manual operation of the level control valve. Therefore, a local level indicator should be
observable at the control valve lever or the level sight glasses should be installed to be visible
from the manual station of the control valve.
5.3.1.2 Displacer type instruments should always be installed in a manner to permit removal
without disconnecting major process piping. External chambers should be installed in a
manner to permit removal of the float without removing the chamber from the process piping.
Block and drain valves must be provided to permit chamber draining for cleaning and
instrument calibration. Open drains can be provided for all hydrocarbons and other hazardous
fluids. Displacer instruments should never be considered for vessels which are subject to high
vibration.
5.3.1.3 Direct flange mounting transmitters are preferred for installations which have a 2-inch
pipe nozzle or larger and which require a differential pressure transmitter regardless of solid
content. However, it should be remembered that the solids can form in the nozzle next to the
diaphragm in the same manner that they develop in a standard diaphragm cavity.
Differential pressure transmitters should not be installed in a service where the measured
liquid specific gravity will vary widely and often. For example, a vessel is used for oil at a
S.G. of 0.8 and salt water at a S.G. of 1.0; when in oil service, a transmitter calibrated for
water would actually contain 3.6 meters of oil when indicating 3 meters of level. Also,
differential pressure transmitters work best on clean fluids which are fairly constant in specific
gravity, temperature.
5.3.2 Installation. In pressure measurement and control systems the means by which the
instrument interfaces with the process is a prime consideration to achieve reliable operation.
The measuring device must come in physical contact with the process, but in some instances
special precautions must be exercised to prevent damage to the pressure element/ The process
temperature may be above the design limits of the instrument or the process medium may be
corrosive. Mechanical vibration or process pressure pulsation can also be detrimental to the
instrument's reliability by causing excessive wear and mechanical shock to the element and
other moving parts. Insulation and bleed valves, seals and purges, temperature insulation and
heat tracing should be considered to maintain instrument reliability.
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CONSTRUCTION QA/QC
INSTRUMENTATION AND CONTROL SYSTEMS DATE: April 21, 2016
5.3.2.1 Location. All Field devices shall be mounted as close to the process connection as
practical, consistent with required accessibility and visibility, and not be subject to vibration.
For maintenance purposes all locally mounted instruments shall be readily accessible from
grade, platform, fixed walkway, or fixed ladder.
Where several instruments are installed within a small area, consideration shall be given to
mounting them on a common panel, and providing a sunshade to avoid calibration drift.
5.3.2.2 Elevation. Instruments and impulse lines in gas service shall be free of liquid, and D/P
instruments shall be mounted below the process connection. For liquid and vapor service the
lines shall be liquid full, and D/P instruments shall be mounted below the process connection.
Impulse lines shall be free of air pockets and liquid traps. For pressure service at elevated
locations, instruments may be located remote from, and below, the pressure tap.
5.3.2.3 Gauges. Pressure and D/P gauges shall not be mounted on instrument piping or
standpipes. Gauge supports shall be designed so that safety disc inserts or blowout backs are
not covered. Field gauges shall not be painted. To facilitate easy reading, gauge dials shall
face the point from which corrective action will be taken.
5.3.2.4 Switches. Pressure and D/P switches shall be mounted on a tee with a direct connected
process pressure or D/P gauge and two isolation valves to permit testing of the pressure and
D/P switches shall prevent accumulation of liquids in the sensing element to avoid corrosion
in sour (gas or vapor) service.
If the switch is used in SIS service, the switch shall have its own direct connection to the
vessel, process piping, or equipment and shall not be combined with another loop.
6.3 Record
Results of test shall be recorded on "Inspection Record for Instruments after Installation
(Appendix-6).
7.1.1 DC 24V power system. Duties of the instrument inspector shall come after connection of
cables to SWB. Then, instrument inspection shall ask the electrical inspector for check of the
following items:
a. If the electric power source system energizes normally
b. If the voltage is normal
c. If the insulation is normal
d. If the terminals have been tightened.
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CONSTRUCTION QA/QC
9 INSTRUMENTATION AND CONTROL SYSTEMS DATE: April 21, 2016
In this case, main switch of DC 24V instrument power source unit shall be cut off.
His other duties are checking, measuring and confirming DC 24V instrument power system
with electrical inspector, as follows:
Note: Dummy load may be considered for this test. In this case, main switch of SWB shall be
cut off.
9.1.2 AC 120V power system (UPS). The same checks are to be carried out which were
carried out with DC 24V system:
9.1.5 Testing power source. These tests have to be done in cooperation with the electrical
inspector. The following tests shall be done as a minimum:
CONSTRUCTION QA/QC
11 INSTRUMENTATION AND CONTROL SYSTEMS DATE: April 21, 2016
The set pressure shall be 140 kPag for general instruments, unless specified otherwise.
9. Loop Test
9.1 General
9.1.1 After each component of a loop has been calibrated individually, an operational test of
the loop shall be carried out.
LOOP TEST D: Complete loop test for control loop between transmitter and final control
element such as control valves, through DCS.
LOOP TEST E: Complete loop test for SIS, interlock and sequence system between field
instrument (e.g. transmitter, switch) and final control element such as on-off valve, through
PLC relay circuit and MCC relay circuit.
9.1.2.1 Loop Test A and Loop Test B will be carried out separately for all loops.
9.1.2.2 Loop Test C is performed for all loops after the completion of Loop Test A and B.
9.1.2.3 It is permitted that Loop Test C represent Loop Test A and B in certain cases.
9.1.2.4 Loop Test D and E are performed after completion of Loop Test C.
LOOP TEST
INSTRUMENT OF LOOP TEST NO.
CATEGOR
Y C D/P Transmitter LT-F1
C Turbine Meter LT-F2
C Flow Switches LT-F3
C Displacer Type Level Instrument LT-L1
C Capacitance Type Level Instrument LT-L2
C Tank Gauging System (Electric) LT-L3
C Pressure Transmitter LT-P1
C Pressure Switch LT-P2
C Temperature Transmitter LT-T1
C Thermocouple, Resistance Bulb LT-T2
C Temperature Switches LT-T3
C Control Valve LT-V1
C On-Off Valve LT-V2
C Analyzers *1
C Vibral Monitoring System *1
D Control Loop LT-d
E SIS, Interlock and Sequence Loop LT-E
*1 Comply with Vendor's standard procedures.
detailed procedure which will comprise description of steps that are needed to carry out loop
test.
9.4 Record
Results of test shall be recorded on the following formats:
10.1.3 Following instruments shall be prepared in accordance with Table VII ‘Line-up for Pre-
commissioning’:
Instrument Work No.
DCS LU-C1
PLC
Sequence and Interlock System LU-C2
Differential Pressure Transmitter LU-F1
Rotameter LU-F2
Turbine Meter LU-F3
Positive Displacement Flow Meter LU-F4
Displacer Type Level Instrument LU-L1
Tank Gauge (Mechanical) LU-L2
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INSTRUMENTATION AND CONTROL SYSTEMS DATE: April 21, 2016
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CONSTRUCTION QA/QC
INSTRUMENTATION AND CONTROL SYSTEMS DATE: April 21, 2016
TABLE I
Overall Plan for Inspection Test and Preparation or Recommissioning for
Instrumentation at Site
INSPECTION BENCH INSPECTION INSPECTION FIELE LOOP LINE UP TIME FOR FLUSHING PRESSURE REMARK
ON TEST PRIOR TO AFTER CHECK & TEST FOR INSTALLA TEST
UNPACKING INSTALLATION INSTALLATION CALIBRATI RECOMMIS TION ISOLATION
ON SIONING
OPERATION
REMOVE ISOLATION
DCS OPERATOR MF A
CONSOLE
DCS CABINET MF A
OTHER CONSOLE MF A
PANEL
PLC MF A
SIS, PLC & MF A
MONITOR
SWITCH CABINET
INTERLOCK MF A
RELAY CABINET
PSA PLC CABINET MF A
POWER MF A
DISTRIBUTION
PANEL
MARSHALLING MF A
CABINET
MISCELLANEOUS MF A
CABINET
VIBRATION MF
MONITORING
SYSTEM
Contd...
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INSTRUMENTATION AND CONTROL SYSTEMS DATE: April 21, 2016
TABLE I (CONTD.)
PRESSURE TRANSMITTER BT-P1 LT-P1 LU-P1 R Y*13
PRESSURE SWITCHES BT-P2 LT-P LU-P2 R Y*13
2
PRESSURE GAUGES BT-P3 LU-P3 R Y*13
DRAFT GAUGES BT-P AI-P1 R
D/P GAUGES BT-P5 R Y*12
LOCAL PANEL
CONTROL LOOP LT-D
SIS.INTERLOCK SEQUENCE LT-E
SYSTEM
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CONSTRUCTION QA/QC
INSTRUMENTATION AND CONTROL SYSTEMS DATE: April 21, 2016
TABLE II
Unpacking Inspection
INSPECTION# ITEM
UI-F1 Orifice Plate
1) Orifice plates integrated in meter runs shall be removed prior to the unpacking
inspection.
2) The stamped date on orifice tabs shall be checked in accordance with
specifications and vendor's drawings
UI-F2 Orifice Flange
1) The stamped date on flanges shall be checked in accordance with specifications
and vendor's drawings.
2) Bolts and nuts, jack screws and gaskets shall be confirmed.
UI-F3 Meter Run
1) The stamped data on meter runs shall be checked in accordance with
specifications and vendor's drawings.
UI-F4 Venturi Tube
Same as UI-F3
UI-F5 Annubar, Pilot Tube
The stamped data on the elements and nameplates shall be checked in accordance
with specifications and vendor's drawings.
UI-F6 Rotameter
1) Same as UI-F5
2) Scales shall be checked
UI-F7 Positive Displacement Meters
Same as UI-F6
UI-L1 Tank Gauge (Mechanical)
1) Same as UI-F6
2) Accessories shall be confirmed in accordance with specifications and vendor's
drawings.
UI -L2 Level Gauge
Same as UI-F5
UI-T1 Thermocouple, RTD
Same as UI-F5
UI-T2 Thermometer
Same as UF-F6
UI-V1 PCV (Regulator)
1. Same as UI-F5
2. Face to face length shall be checked
UI-X1 Restriction Orifice
The stamped data on orifice tabs shall be checked in accordance with
specifications and vendor’s drawings.
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CONSTRUCTION QA/QC
INSTRUMENTATION AND CONTROL SYSTEMS DATE: April 21, 2016
TABLE III
Procedure Outline for Bench Test
Check calibration at zero, 50% and 100% of span. Generally, these test liquid are
different in specific gravity from the liquid at the operational stage, special care must be
taken.
(100% output at range density of liquid
density of water mmH2o)
As for details, refer to vendor's instruction manual.
As for instrument which is water free, use some other liquid suitable for the instrument.
After operation, make blows and open the drain valve in order to remove any scale
2) Internal displacement type level instruments shall be bench calibrated with the help of
weights simulating at zero, 50% and 100% of span.
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Valve action
Travel indicator
Positioner calibration
Stroking time (for specified value)
Limit switch function
3) Accessories such as regulator, hand wheel, booster relay, lock-up valve, etc. shall be
operationally checked.
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4) The control valves with a solenoid valve shall be checked for the following items
using a DC power supply unit.
Action
Air failure position of the control valve.
BT-V2 On off valve
1) The on-off valve shall be set at the installed position using a chain block or pulley
.
2) All diaphragm or piston operated or piston operated on-off valve shall be operated
using a pressure regulator, test gauge, DC power supply unit, etc. Following items
shall be checked and calibrated.
On-off valve action
Solenoid valve action
Stroking time
Limit switch function
Air and electrical failure position.
3) All accessories such as air set, handwheel, booster relay, lock up valve etc. shall be
operationally checked.
BT-X1 Vibration Monitors
1) The sensors shall be installed on the vibration generator.
2) The output signal of sensor shall be measured using the vibration generator.
BT-X2 Output Gauge
1) Receiver type local indicators shall be calibrated at zero, 50% and 100% of range
using a standard current generator.
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TABLE IV
Inspection Prior to Installation
Outside diameter
Bore diameter
Plate thickness
Stamped data on tab
Flow direction (stamped on upstream side)
Flatness
Tag No.
Flatness
Freedom from adhesive materials
Edge Squareness
Flow direction
Specification of gaskets
Cleanness
Tag No.
No damage
Cleanness
Tag No.
No damage
Flow direction
Insertion length
Contd..
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TABLE IV (CONTD)
PI-F5 Rotameter
1) Rotameters in which the float is not visible shall be checked for action by manually
positioning the float.
2) Just prior to installation, rotameters shall be checked that all shipping stops have
been removed and the proper float is correctly installed, and that the float moves
freely.
Cleanness shall be checked.
PI-F6 Turbine Meter
Just prior to installation, following items shall be checked.
Tag No.
No Damage
Flow Direction
Cleanness
PI-F7 Positive Displacement Flow Meter.
Positive displacement meters shall be checked for mechanical operability.
PI-F8 Flow Switch
Same as PI-F6
PI-F9 ORIFICE FLANGE
1) Orifice flanges shall be checked for the following items using a vernier or
micrometer.
Outside diameter
Inside diameter
Flange thickness
Orifice taps size and orientation
Stamped data on flange
Tag No.
Freedom from adhesive materials
Cleanness
PI-L1 Displacer Type Level Instrument
1) Stiffeners shall be removed just prior to installation.
2) Direction of indicators or transmitters shall be confirmed when they are mounted.
PI-L2 Capacitance Type Level Instrument
Direction of transmitters shall be confirmed when they are mounted on the equipment.
PI-L3 Tank Gauge System (Electric)
Following items shall be verified using a vernier, convex rule or measuring tape.
Float
Wire Length
Contd..
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INSTRUMENTATION AND CONTROL SYSTEMS DATE: April 21, 2016
TABLE IV (CONTD.)
Insertion length
Outside diameter
PI-T2 Thermometer and Thermowell
1) The dial pointer shall be adjusted to the ambient temperature.
2) All wells shall be checked for the following dimension using a vernier caliper
and/or micrometer.
Insertion length
Outside diameter
PI-V1 Control Valve
Visual Inspection of valve body inside and confirmation of flow direction shall be
done just prior to installation.
PI-V2 On-off valve
Same as PI-V1.
PI-V3 PCV (Regulator)
Same as PI-V1.
PI-A1 Density Analyzer
1) Density meters shall be checked for the following items using a vernier or convex
rule.
face to face length (for liquid density meter)
Inside diameter (for liquid density meter)
2) Just prior to installation, following items shall be checked and confirmed.
Tag No.
No damage
Cleanness
PI-X1 Restriction Orifice
Same as PI-F1.
PI-X2 Vibration Monitors
Following items shall be checked and confirmed:
Tag No
No damage
Cleanness
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TABLE V
Inspection after Installation
Tag No.
Flow Direction
AI-F2 Meter Run
Same as AI-F1
AI-F3 Venturi Tube
Same as AI-F1
AI-F4 Annubar, Pilot tube
Same as AI-F1
AI-F5 Rotameter
Following items shall be checked
Tag No.
Indicator direction
AI-F6 Turbine Meter
Same as AI-F1
AI-F7 Positive Displacement Meter
Following items shall be checked
Tag No
Flow Direction
Indicator direction
AI-F8 Flow Switches
Same as AI-F1.
A-L1 Tank Gauge System
Following items shall be confirmed:
TABLE V (CONTD.)
Tag No.
Flow direction
Valve position
AI-V2 On-Off Valve
Same as AI-V1
AI-V3 PCV (Regulator)
Same as AI-F1
AI-A1 Density Meter
Same as AI-F1
AI-X1 Restriction Orifice
Tag No. shall be confirmed.
AI-X2 Vibration Monitors
Following items shall be checked:
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INSTRUMENTATION AND CONTROL SYSTEMS DATE: April 21, 2016
TABLE VI
Outline Procedure for Loop Test
Alarms on the DCS or the annunciator console shall be confirmed by giving open or close
signals at the terminal of the instruments
Tripping circuit contact shall be confirmed on MCC panel or the final control element at
the same time.
LT-L1 Displacer Type Level Instrument
1) The loops shall be tested using a portable milliampere simulator connected to the
terminal of the instrument.
2) Zero, 50%, 100% of full scale shall be verified on DCS at the time.
3) Hard wired alarms for the loop shall be confirmed on the annunciator console at the
same time.
4) MCC relay contact shall be confirmed in MCC panel at the same time.
LT-L2 Capacitance Type Level Instrument
Same as LT-L1
LT-L3 Tank Gauge System (Electric)
Zero point shall be verified on DCS raising the float electrically.
LT-P1 Pressure Transmitter
Same as LI-F1
LT-P2 Pressure Switches
Same as LT-F3.
LT-T1 Temperature Transmitter
Same as LT-L1
LT-T2 Thermocouple, RTD
1) Thermocouple loops shall be tested using a portable millivolt simulator connected to
the terminal of the element.
RTD loops be tested using a resistance simulator connected to the terminal of the
element.
2) Zero, 50%, 100% of full scale shall be verified on DCS at the same time.
3) Alarms for the loop shall be confirmed on the annunciator console at the same time.
LT-T3 Temperature Switch
Same as LT-F3
Contd..
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TABLE VI (CONTD.)
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TABLE VII
Line-up for Pre-commissioning
LU-C1 Controller
For setting the PID parameter of controllers, keep the sensitivity dull at the start-up of
operation. Rough values of the PID parameter shall be incorporated in data base by DCS
vendor.
LU-F1 Differential Transmitter
1) Preparation prior to pre-commissioning
a) Filling of seal liquids
Sealing liquids shall be filled into pots for the instruments with seal pots.
It is desirable that sealing liquids will be slowly filled by hand type pump
patting the impulse piping.
b) Confirmation of valve condition
For the instruments with sealing pots and remote seal type instrument, the
suppression shall be adjusted.
LU-F2 Rotameter
1) Preparation prior to pre-commissioning.
The block valve shall be closed.
2) Start-up of instruments
When the instrument operates, the block valve shall be slowly opened.
LU-F3 Turbine Meter
1) Preparation prior to pre-commissioning.
2) Start-up of instruments
When the instrument operates, the block valve shall be slowly opened and air/gas
shall be vented. At the same time the upstream valve shall be slowly opened.
LU-F4 Positive Displacement Flow Meter
Same as LU-F3
LU-L1 Displacer Type Level Instrument
1) Preparation prior to pre-commissioning.
2) Start-up of instruments
First, open the upper take-off valve, and then open the lower take-off valve.
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The instrument inspector shall communicate with electrical inspector, and check
the control circuit before making energized and circuit tests.
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TABLE VIII
Apparatus & Instrument for Calibration and Test
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11.3 Checklist
Latest P&IDs defined for each turnover package shall be used as a checklist for the loop test
(There is no other complete list of loops for each turnover package). Yellow off or other
means of mark-ups shall be used to ensure all loops in a package are signed off before it is
turned over.
A green tag shall also be affixed to the terminals inside the field junction box for the accepted
loops (small stickers can be used). Disconnection of wires on these green tagged terminals
shall be witnessed by Client inspectors. This green tag is not required if the junction box has
been completed, inspected and accepted by Client prior to loop test activity.
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