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Engineering Library

Checklists

Repeatable checks for design, test, and turnover.

7 topics7 written guides

Written guides in this section

Full references, procedures, and diagnostic guides published under Checklists.

ReferenceDesignEngineering

Design Checklist

A review checklist for a control system design at each stage from concept to issued for construction: documents, architecture, controllers and I/O, panels and power, instruments, networks and security, SCADA and alarms, deliverables, and commissioning.

11 min readUpdated Sep 5, 2026

ReferenceCommissioningDocumentation

Factory Acceptance Testing

Testing a control system before it leaves the shop: what must exist before the test, how the procedure is built from the narrative and the matrix, how the field is simulated, what is witnessed, and what the punch list and the sign-off mean.

9 min readUpdated Sep 5, 2026

ReferenceCommissioningDocumentation

Site Acceptance Testing

Proving the installed system with the real field: loop checks first, then end-to-end I/O, real communications, sequences on real equipment, alarms to real recipients, and failure modes on the real network, with the record that becomes the as-built.

8 min readUpdated Sep 5, 2026

ReferenceCommissioningDocumentation

Startup Checklist

The checklist for bringing a control system and its process into operation after commissioning or an outage: verification of power, I/O, communications, setpoints, forces, and backups; staged energization; manual first, then automatic; and the watch.

8 min readUpdated Sep 5, 2026

ReferenceCommissioningDocumentation

Commissioning Checklist

From energization to handover: the sequence of commissioning activities for a control system, the prerequisites and records for each, who signs what, and the checklist that keeps a project from being declared finished while half of it has never been tested.

10 min readUpdated Sep 5, 2026

ReferenceInstrumentationCommissioning

Calibration Checklist

The checklist for one calibration event, from work order to the sticker on the instrument: notify operations, loop in manual, alarms inhibited, the reference standard, as-found, adjustment, as-left, the loop check, restoration, and the record.

8 min readUpdated Sep 5, 2026

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References to manufacturers, products, model numbers, software platforms, technical specifications, companies, standards organizations, or other organizations are provided for informational purposes and do not imply sponsorship, endorsement, authorization, or affiliation unless expressly stated. Manufacturer specifications must be independently verified against current manufacturer documentation.