Shopping Cart
Your Cart is Empty
Quantity:
Subtotal
Taxes
Shipping
Total
There was an error with PayPalClick here to try again
CelebrateThank you for your business!You should be receiving an order confirmation from Paypal shortly.Exit Shopping Cart

Instrument Specification Forms and Integrated Instrument Index

FREE Integrated Instrument Index Excel Template for ISA-TR20 Forms

  • Integrated or Standalone Instrument Index Excel Template Supports all 258+ Instrument Specification Forms​​​
  • 100+ Integrated or Manual Entry Instrument Specification Forms Fields 
  • 50+ Additional Manual Entry Instrument Index Fields
  • 17+ Default Custom Views plus Additional User Definable Custom Views
  • Drop-down Sort and Text Filter Options
  • Calculated Percent Complete for Each Field
  • Supports User Definable Reports for Printing
  • Dashboard User Interface for Managing Multiple Project Instrument Index Spreadsheets
  •  Work Process Documentation and Tutorials​
  • Macro Enabled Microsoft® Word Forms and Excel Spreadsheet

SCROLL DOWN ꜜ  

Click to View or Download Integrated Instrument Index Field List Word Document

About the Integrated or Manual Entry Instrument Index Website

InstrumentSpecsandIndex.com is a website which aims to publish and solicit FREE crowdsourced information about:

  • Instrument Index integration with ISA TR20 style specification forms
  • Standalone instrument index with fields and drop-down list equivalent to those in ISA TR20 forms
  • Instrument index fields including integrations with typical P&ID properties such as:
    • Drawing number, Tag number, Failure mode, and Line number properties
    • International standard location properties and relative location description
    • Related Equipment number and Service description
    • Drawing status and data checking status
  • Documenting Safety classifications such as Hazardous Area Classification and Criticality Classification
  • OSHA required Design Operating conditions and Device performance ratings
  • Instrument Calibration ranges and signal Action mode
  • Loop and additional tag properties
  • Cross reference to related drawings, systems and packages used for sorting information
  • Milestone and Status fields to analyze work requirements and completion status
  • Custom Views of Instrument Index data to facilitate efficient work processes and reviews

About the Integration

Many Analogous Phrases Referencing This Style Integrated Instrument Index

Historical precedence and human tendency to shorten references to commonly understood practices or work products, has resulted in many names of different precision, for index documents used to specify modern instruments and their cross-reference:

• Instrument index

• Instrument index template

• ISA instrument index

• Instrument index list

• Instrument list

• Instrument schedule

• Instrument index excel

• instrument index sheet

• Instrument index spreadsheet

Integrated instrument index

• Other permeations of these keywords

This diversity of terminology sometimes hinders recognition of these engineering tools used to manage such data.

Design Based on ISA TR20.00.01 Specification Forms STYLE and Content

Timeline of Integrated Instrument Index Development

• 2017-2021 Integrated Instrument Index using Microsoft Excel template is compatible with all Crowd sourced Word XML form templates using modified TR20.00.01 Specification Forms STYLE AND CONTENT and is available on this InstrumentspecsandIndex website

Timeline of Standalone Manual Entry Instrument Index Development

Data Group Title

Data Group Description

Document Identifications

11 Fields identifying document Meta Data, Responsible Organization, File name and location, and any Reference Specification

Administrative Identifications

8 Fields identifying Project and hierarchical location modeling data 

Service Identifications

12 Fields identifying main component Tag no/Functional ID, Related equipment, Service, P&ID reference number and Line properties

Safety Classifications

13 Fields identifying Hazardous Area classification, Testing/Listing agency, Criticality classification, Signal failure modes, GHS Health hazard and Type of protection

Component Design Criteria

14 Fields identifying process limit pressure and temperature design conditions and corresponding component maximum working conditions

Modeling Physical Data

7 Fields identifying component weight and dimensions suitable for preliminary loading and modeling volume interference analysis

Calibration and Test

8 Fields identifying input measurement range, control action, output signal range for component's primary signal and test pressure requirements

Component Identifications

3 Fields identifying the primary component's instrument type, Manufacturer and robust intelligent model number

Location Properties

4 Fields identifying relative locations as visible on P&ID drawings plus three fields identifying specific locations, generally within the hierarchical locations.

Additional Loop or Tag Properties some text

6 Fields identifying Loop properties, alternate tag ID, Interlock number and external power requirement

Milestones and Status

23 Fields identifying major deliverable required dates and status used to quantify work activities and progress completions

Procurement Properties

6 Fields identifying parties responsible for supplying components the requestion and purchase order identification and package assignments and expected delivery date

Drawing References

13 Fields identifying drawing numbers for major deliverables

System Properties

5 Fields identifying instrument system and I/O assignments, plus turnover and commissioning system assignments

Review All Instrument Forms/Tag Data in Excel Instrument Index

Integrated Instrument Index Excel Template Review All Instrument Specification Forms/Tag Data in Instrument Index

Review Instrument Specification Forms data and manually entered Instrument Index data for all or filtered documents or Tags:

• 17 Custom views of fields

• Percentage completeness (non-blank)

Default sort by tag number (keyword)

• Sort A to Z or Z to A

• Consistency/frequency of entered values

• Color and sort by color

Text filter search

• Customizable reports for printing

• All Microsoft formatting and Share functionality

 ISA TR20.00.01 Specification Forms STYLE Data Copied to Excel Instrument Index

Selected Data Automatically Copied When Specification Form is Saved

Integrated Instrument Index Excel Template Selected Data Automatically Copied When Specification Form is Saved
  • Data is copied into Instrument Index but cannot be updated from there.
  • Default data exchange can be modified by adding or deleting Instrument Index columns

Extended Manual Data Entry Properties of Instrument Index Template

  • Data can be entered before or after Specification Form has been saved as long as Document Number is identical on both documents

  • Default fields can be modified by adding or deleting Instrument Index columns.
  • Milestones and Status for all major deliverables
Integrated Instrument Index Excel Template Extended Manual Data Entry Properties of Instrument Index Table

Support Efficient Work Process  

 Dashboard User Interface for Managing Multiple Project Spreadsheets

Integrated Instrument Index Excel Template Dashboard User Interface for Managing Multiple Project Spreadsheets
  • User definable file structure can support multiple projects or sub-projects.
  • Historical archived project data can be reviewed if not deleted
  • Externally created spreadsheets can be added and reviewed

Instrument Index Views Facilitate Managing Work Process Related Data

  • 17 Custom Views allow grouping and limiting data presentation
  • Additional Custom Views can be created by editing the All Data View and assigning a new view name
  • All views include Document Identification and Administrative Identifications fields for use in filtering or sorting query results
  • Filter and sort criteria can be saved with view
  • All drop-down list and validation functions are present in views
Integrated Instrument Index Excel Template Instrument Index Views Facilitate Managing Work Process Related Data

 Filtered Tabular Data Presentation Can Be Instrumental in Review

Integrated Instrument Index Excel Template Filtered Tabular Data Presentation Can Be Instrumental in Review
  • Review for inconsistencies between multiple forms
  • Calculated Percent Complete for filtered data sets 

  • Color coding of data can communicate review status

Comparing Safety Design Requirements with Device Performance Ratings

  • Organizing Operating Parameter Design Requirements in the same view as Device Performance Ratings will optimize the quality of this design activity

  • Color coding of data can communicate issues needing attention
Integrated Instrument Index Excel TemplateComparing Safety Design Requirements with Device Performance Ratings

Milestone and Status Fields Facilitate Estimating Deliverables

Milestone and Status Fields Facilitate Estimating Instrument Index Deliverables
  • 22 Deliverables are listed and can be progressed for manpower planning or completion progress
  • Percent complete calculations can be used with filters to estimate completions

System Properties Facilitates Assignment of I/O types and Counts

System Properties Facilitates Assignment of Instrument Index I/O types and Counts
  • The Document Identification and Administrative Identification fields included in this view allow reporting of grouped records at a very high degree.

Click to View or Save Integrated Instrument Index Tutorial Word Document

Click to Return to Instrument Specs and Index Home/About