Instrument Specification Forms and Integrated Instrument Index
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FREE Integrated Instrument Index Excel Template for ISA-TR20 Forms
FREE Integrated Instrument Index Excel Template for ISA-TR20 Forms
- ANSI/ISA-5.1-2009/2022 Instrument Identifications Enabled Instrument Index
- 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
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About the Integration
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
- 2022 Drop-down list equivalent to those used in the ISA TR 20 corresponding fields, were added.
- US Customary units and International System of Units (SI) for pick list data and compliance with ISA standards development requirements
- Hazardous Area Classification identifications with NFPA 70®: National Electrical Code®
- Design operating limits definitions with ASME B31.3-2012 - Process Piping (ansi.org)
- "Type of protection" classifications following ANSI/ISA 12.12 series of standards
- Abbreviations with ASME Y14.38 1999
- Criticality Classification terminology to harmonize with ISA-TR91.00.02-2003 Criticality Classification Guideline for Instrumentation
- ANSI/ISA-95.00.01-2010 (IEC 62264-1 Mod) Enterprise-Control System Integration - Part 1: Models and Terminology
- Area Classification identifications with ANSI/ISA-60079-0 (12.00.01)-2013 Explosive Atmospheres - Part 0: Equipment - General Requirements
- Terminology with IEC Common Data Dictionary for properties in common.
- Health Hazard terminology with A Guide to The Globally Harmonized System of Classification and Labeling of Chemicals (GHS)
- Common terminology with IEC 60050 - International Electrotechnical Vocabulary
- 2022 Validation functions applied to fields to restrict data to proper data type:
- Text max length less than or equal to 27 warning to maintain compatibility with modified ISA TR 20 forms
- Format text fields to prevent Excel conversion of text to numbers
- Decimal number type for numeric data fields
- Whole number type for appropriate fields
- Yes/No enforced for "Requires power supply"
- Date format for date fields
- List validation warnings for Drop-down list values that are documented as Named Ranges on the Drop-down List workbook sheet
- NA abbreviation for not applicable value for most text fields
- 2022 Custom Views Upgrades
- Updated 8 existing views to include new fields
- Added 9 new views to align with new work activities/processes
- 2022 Enhanced user interface
- Added Data Group categories color-coded header rows for different groups
- Added UserForm for ISA-5.1-2009/2022 Instrument Identification Number Administration and Enabler
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
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 Loop Name plus Keywords (Formatted Identification/Tag Number)
• 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
- 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
Support Efficient Work Process
Support Efficient Work Process
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
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
Milestone and Status Fields Facilitate Estimating 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
- The Document Identification and Administrative Identification fields included in this view allow reporting of grouped records at a very high degree.
User Activated UserForm Enabled
- Compliant ISA-5.1-2009/2022 Instrument Identification Numbers are generated and saved to the spreadsheet
- Additional tags can be added and saved by simply editing selected data from previous tag and clicking the save command button