Installation checklist

The installation should now be formally verified. A tabular example of such verification is provided in Figure 2. This should be followed by a verification statement that the instrument was successfully installed in accordance with the Installation Checklist, above, and signed by the installer. 

Documentation of the installation can also be included within the IQ section of the validation package. Part of this documentation may take the form of an installation checklist. This checklist would include each specific activity necessary for the installation of the lyophilizer, who completed and checked the work, and the date the work was completed. These activities would include assembly of the various lyophilizer parts (if dismantled at the factory for shipment) and the connection to utility supplies. In some circumstances, these activities and the associated documentation may have been completed during the commissioning of the equipment. 

This analysis forms the basis of a widely used industry consensus standard, American Petroleum Institute, Recommended Practice 14C, Analysis, Design, Installation, and Testing of Basic Surface Systems for Ofi- i orc Production Platforms (RP14C), which contains a procedure tor dcicnniniiig required process safety devices and shutdowns. The procedures ilescribed here can be used to develop checklists for devices not covered by RP14C or to modify the consensus checklists presented in RP14C in areas of the world where RPI4C is not mandated. 

The RP 14C also provides standard reasons allowing the elimination of certain devices when the process component is considered as part of an overall system. Figure 14-3 shows the Safety Analysis Checklist (SAC) for a pressure vessel. Each safety device is identified by the SAT (with the exception of gas make-up system ) is listed. It must either be installed or it can be eliminated if one of the reasons listed is valid. 

Activation level install alarm system for indicating valve left open. Observation level provide checklist to operators make valve more accessible or remotely operable. 

If and when water losses occur, the most usual response is simply to add more chemical it is only when this exercise is repeated one or two more times that a water loss is considered and checks are carried out to identify the source of the leak. The first step in verifying water losses is to install a water meter on the MU line. The following checklist may also help. 

A tabular checklist is recommended to verify that all installation tasks have been successfully completed. 

The utilities check is used to verify that the utility supplied fulfills the chamber requirements as specified by the manufacturer. During IQ, the as found parameters are verified against the as specified parameters on the checklist. If the as found results are significantly different from the as specified parameters, it will be necessary to determine the cause of this discrepancy and to implement corrective actions. The utilities check is a part of the site preparation for the installation of the chamber and should include verification of the power supply, such as the voltage, amperage, and wire size and the quality, pressure, and flow rate of the feed water supply. The quality of the feed water supply is a critical component of proper operation of the chamber. Experience has shown that if the quality of the feed water does not meet the manufacturer s specifications, this will lead to premature corrosion within the humidification and/or dehumidification system and subsequent problems with maintaining the humidity in the chamber within the specified limits. 

Before the execution of the hardware IQ, checklists, tables, and/or forms must be created to collect the test result data. These are approved as part of the IQ and completed during the qualification. The IQ protocol covers all installation activities and may include, but not be limited to, the following ... 

Maintenance workers frequently use blinds to provide a measure of safety on many assignments. The details of the blinding method are usually customized for each type job. If a vessel or a system requires significant blinding there should be a blinding list which is used as a checklist to install and remove them. When a Teflon blind is used with a steel blind, the Teflon sheet should be designed and cut with a protruding tab or ear. ... 

Design qualification should always be performed by the user, whereas installation qualification for large, complex, and high-cost instruments should be performed by the vendor. In some cases, warranty is lost if the user installs the system. Operation qualification can be performed by either the user or the vendor. The decision mainly depends on the available resources at the user s site, and on the vendor s capability to offer such a service with high quality. Performance qualification should always be performed by the user because it is very application-specific and the vendor may not be familiar with the method. As PQ should be performed on a daily basis, this practically limits this task to the user anyway. On completion of equipment qualification, detailed documentation should be available, considering qualification checklist, procedures for testing, qualification test reports with signatures and dates, PQ test procedures, and representative results. 

Discrepancies in performance may be caused by deviations in physical properties of fluids, flow rates, inlet temperatures, mechanical construction of the equipment, or by problems caused during the installation of the equipment. The troubleshooter should first check to see that compositions, flows, temperatures, and physical properties agree with those specified for design. He should then examine the equipment drawings to determine if the problem could lie in the manner in which the equipment was constructed, or in the manner in which the equipment has been installed. After these basic items have been reviewed, the checklist below outlines some questions that should be raised. 

After a controller has been designed, built, and tuned in an off-line environment, the next big step is to install it in the plant computing hardware and commission it. Since, at this stage, it becomes possible for the controller to directly modify how the plant is running, one must proceed methodically and with caution. Use checklists. Be observant and, at least initially, monitor all of the variables related to the controller frequently and thoroughly. Below is a good suggested procedure. 

Installing a multivariable controller is not difficult, but, if done carelessly, it can lead to serious problems such as an off-specification product or equipment damage. To maximize the chances of a smooth installation, use a checklist. Here is a simple example. 

A checklist of all the blinds to be installed or removed should be made. Whenever a blind is installed or removed, the operator witnessing the operation or removal should mark the date and time and initial the checklist (153). 

Step lb is therefore based on the application of a lessons learned checklist, an example of which is contained in Table 6.1. Its purpose is to identify potential sources of systemic errors (which could lead to systematic failures). It considers the possibility of requirement, design and implementation errors (as weU as reasonably anticipated crew errors after the failure occurrence of a failure condition). The checklist may be applied to consider system architecture vulnerabilities as well as physical installation vnlnerabilities in the ZSA (see Chapter 8). 

Adapting the CRIOP checklists to a project can be time consuming. Identification of relevant corumonal-ities present in similar projects can he used to develop templates to make this adaptation more effective. Templates can he made for new CC design for an offshore installation, modification of the same, design of a new driller s cabin on a mobile unit, modification of the same etc. 

The Information System of Logistics has been used for the choice of a mUitary installation to examine risks of occupational exposure to NIEMR. Checklist Analysis method (Dickert, T.G. 1974) has been applied for identifying NIEMR sources and traditional brainstorming (Beranek, Z. et al. 1996) for qualitative risk assessment. 

Within the tanker sector there is an extensive use of procedures and checklists. It is custom that crew have to deal with procedures and checklists from own company, charterer, customer and oil installation. Of which all are different but at the same time standardized to fit all. 

Tbe 3rd Amendment to the lET Regulations in Appendix 6 gives a schedule or checklist of examples of items requiring inspection during the initial verification of the installation, including ... 

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