HG/T 20636.10-1998 Control procedures for engineering design documents for automatic control
Some standard content:
Controlling Procedure for Engineering Design of InstrumentationHG/T20636：10-1998
Compiled by: China Chengda Chemical Engineering CompanyApproved by: State Administration of Petroleum and Chemical IndustryImplementation date: January 1, 1999Compiled by:
Dai Liyi
Reviewed by:
Sun Jianwen, Song Xiaoxian, Cai Dongzhu
Wang Dazheng
1 General Provisions
1.0.1 Various documents of engineering design (or engineering project documents) are the common evidence of commitment to customers in the contract environment, and are also tools for effectively organizing design activities and information transmission. In order to effectively control various documents in the process of engineering design, so as to improve the design quality and design efficiency and meet the contract requirements, this regulation is specially formulated. 1.0.2 This regulation applies to the management of the review, release, change and storage of design input, technical interface and design output documents in the whole process of engineering design. 1.0.3 The relevant standards are as follows:
HG/T20638
"Regulations on the Depth of Design Documents for Automatic Control Engineering" When implementing these regulations, the relevant national standards in force shall also be complied with. 161
2 Scope of Controlled Documents
2.1 Design Input Documents
The external input documents of the engineering project shall include the following contents: 1. Basic design/preliminary design documents approved by the owner/superior authority 2. Review and approval signed by both parties for the basic design/preliminary design; 3. Final technical interface information of the subcontractor: 4. Basic information required for engineering design (including the owner's suggestions for automatic control design). 2.1.2 The internal input documents of the engineering project shall include the following contents: 1. Construction project commencement report;
Automation control plan review opinions.
2.2 Design interface documents
2.2.1 The interface documents accepted should be the design conditions submitted by external professionals to the automatic control profession, including PFD (process flow chart) and process specifications, material balance sheets, main control instructions or instrument condition sheets, etc. provided by the chemical process profession. Various versions of P&ID, flow meter and control valve data sheets, pipeline naming tables, boundary condition sheets, etc. provided by the process system profession.
2.2.2 The interface documents submitted should be the design condition sheets proposed by the automatic control profession to the professional departments such as process, system, equipment, electrical, civil engineering, pipeline (layout), waterway, HVAC, budget, etc. 2.3 Design output documents
The design output documents include engineering design documents and instrument procurement documents. 2.3.1
2.3.2 Engineering design documents should be the finished design documents compiled (drawn) in accordance with the requirements of "Regulations on the Depth of Engineering Design Documents for Automatic Control Specialty" (HG/T20638)
2.3.3 Instrument procurement documents should include instrument purchase orders, instrument technical manuals, DCS technical specifications, etc. 162
3 Document control procedures
3.1 Document review
3.1.1 Various design input documents provided to the project by the owner, superior departments and subcontractors should be classified and organized for review by the project manager or the person designated by the project, and then sent to relevant personnel for use in accordance with regulations. 3.1.2 The internal interface documents between various disciplines of the engineering project should be checked, reviewed and signed in accordance with regulations before being sent.
3.1.3 The output documents of the engineering project, such as the finished design, should be reviewed and verified (checked and reviewed) in accordance with relevant regulations. And the "Design Document Review Record Form" should be filled in. 3.2 Release of Documents
3.2.1 When design input and technical interface documents are distributed internally, the sender shall fill in the "Internal Delivery Form for Engineering Project Documents" and obtain approval from the relevant project manager. The original "Delivery Form" shall be submitted to each recipient for review and signature before being photocopied. The sender shall keep the original and the recipient shall keep the photocopy. The recipient shall review each received document and fill in "Agree" in the recipient review column and sign if the document meets the requirements. If any problem is found in the document, it shall be promptly negotiated with the sender to resolve it and reported to the approver if necessary. 3.2.2 For the finished design documents to be stored in the output documents of the engineering project (documents for use by the owner and subcontractor), the "Design Document Storage and Delivery Notice" and "Design Document Quality Assessment Form" shall be filled in. After review or approval, the completion room shall be responsible for copying, stamping, packaging and sending. One copy shall be submitted to the completion room for archiving. 3.2.3 All personnel related to the engineering project shall promptly remove the "invalid version" documents indicated on the delivery form from the use site after receiving the new valid version documents. The withdrawn "invalid version" files should be destroyed on site or stamped with "invalid" and kept separately. After the project is completed, the project manager will make a disposal decision. 3.2.4 The finished design files for consultation, the finished basic design/preliminary design files, and the intermediate product files for the owner's approval should be stamped with the "for approval" stamp when they are sent. The final version of the finished files of the detailed engineering design/construction drawing design should be stamped with the "for construction" stamp when they are sent. This work is completed by the completion room when required by the project personnel.
3.3 Document changes
3.3.1 The modification of the project file after release (excluding on-site changes) is carried out in the form of upgrade. The original compiler of the file is responsible for the modification, and the new version of the file is released after approval by the original approval department. 3.3.2 When the project file is changed, the modification column should be filled in at the same time, indicating the changed version, reason for modification or purpose of the upgraded version, and signed by the modifier, checker, and auditor. If necessary, add a modification mark () at the change (or nearby).
3.4 Storage of documents
3.4.1 The responsibilities for the storage of documents shall comply with the following provisions: All kinds of engineering design documents shall be managed by the professional person in charge or a person designated by him in strict accordance with the provisions of this chapter, that is, he shall be responsible for properly keeping all the documents of this profession of the project until they are uniformly disposed of at the end of the project.
3.4.2 The classification of documents can be divided into design input, technical interface, design output, design review, design modification and recycling according to the content of engineering design project documents. 3.4.3. When there are many documents, the documents can be classified and put into folders with volume numbers. The identification plate on the side of the folder should indicate the project code, volume number, project name, sub-volume number, etc., and be affixed with easy-to-identify color marks.
The sample of the folder identification plate is shown in Figure 3.4.3.
Figure 3.4.3 Folder identification
Company (Institute) code
Project codebzxZ.net
Project name
Volume number
Blank space is used for additional notes
Color marking
3.4.4 The volume of files can be divided into three volumes according to design input files, design technical interface files and design output files:
Volume A (red mark)
Design input files, including
① ② Basic design/preliminary design documents approved by the higher-level authority or the owner and supplementary basic data required for engineering design;
② Technical annex to the engineering design contract;
Related technical documents provided by the subcontractor;165
④ Relevant technical requirements of the owner:
③ Relevant meeting minutes and engineering memorandum
③ Engineering design commencement report:
?Special design regulations:
Correspondence between the owner and subcontractor (including the manufacturer). 2B sub-volume (yellow mark) - design technical interface documents, including the conditions for return between various disciplines 3C sub-volume (blue mark) - design output documents, including the design finished product documents of this discipline and the instrument technical specifications for instrument procurement, etc.
3.4.5 Engineering project documents should be properly kept until the project is started and passed the assessment. After the project is completed, the above documents can be disposed of in the following ways: 1. For reference only; 2. Encapsulate the above documents, indicate the project name and project number, and isolate them for review and new design reference; 3. Destroy all the above documents
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