Instrument Installation Checklist Template
A 16 point inspection checklist for field instruments: mounting, impulse lines, process connections, cable glands, earthing and protection. Mark each item and the sheet shows whether the installation is ready for loop check.
Download
- How to Use sheet with steps
- Template sheet, blank and ready
- Example sheet, filled in
- 4 built in formulas
- A4 portrait print setup
- Works in Excel, Google Sheets and LibreOffice
Preview of the Filled Example
This is the Example sheet from the download, so you can see exactly how the completed instrument installation checklist looks.
Installation checks
| No | Check item | Status | Remarks |
|---|---|---|---|
| 1 | Correct instrument installed (tag, model, range and material match data sheet) | OK | |
| 2 | Tag plate fixed and legible | OK | |
| 3 | Mounted as per hook up drawing, accessible for maintenance | OK | |
| 4 | Mounting bracket or stand secure, free from vibration | OK | |
| 5 | Process connection orientation correct (gas: above tap, liquid: below tap) | OK | |
| 6 | Impulse lines sloped correctly (1:12 minimum) and supported | OK | |
| 7 | Manifold / isolation valves fitted and operable | OK | |
| 8 | Impulse lines and fittings pressure tested and leak free | OK | |
| 9 | Seal pots, condensate pots or diaphragm seals filled as required | OK | |
| 10 | Cable gland type and size correct, Ex certified for the zone | Not OK | M20 gland on M25 entry, replace with M25 Ex d gland |
| 11 | Cable entry sealed, unused entries plugged with certified plugs | OK | |
| 12 | Cable supported, protected and identified at both ends | OK |
… and 4 more rows in the download.
About the Instrument Installation Checklist
Most commissioning problems start as installation errors: wrong impulse line slope, a leaking fitting, a non certified gland in a hazardous area or a missing earth. An installation checklist signed before loop checking catches these early, when they are cheap to fix.
How to fill in this template
- Fill in the instrument and area details, including the hazardous area classification.
- Inspect each item in the field and select OK, Not OK or NA. Add a remark for every Not OK.
- Raise a punch item for every Not OK (see the punch list template).
- Reinspect after correction; the sheet shows OK when no items remain Not OK.
What the formulas do
- Items not OK = count of "Not OK".
- Ready for loop check shows CHECK while any item is Not OK.
Related tools
Frequently Asked Questions
When should the installation checklist be completed?
After mechanical installation and before cold loop and hot loop checks.
Why does impulse line slope matter?
Gas lines must drain liquid back to the process and liquid lines must vent gas back to the process; otherwise trapped fluid causes measurement errors.
Who signs the installation checklist?
The installer, the inspecting engineer and usually the client QA/QC representative.
Learn more on the blog
Hook up drawing: 6 essential typicals for safe installation
A practical guide on instrumentationblog.in that explains the procedure behind this template and how engineers apply it on real plants.
Read Full Article