Summary
In short
- An instrument loop check is a record used in KnowMaintain that verifies a control instrument reads correctly from sensor through to display or control system. It is built against ISA 5.1 and forms part of the Calibration and Measurement programme.
- Run at commissioning and at set intervals. Carried out by an instrument technician.
- The template holds 49 fields across 5 sections, with signal verification repeating for each entry.
- Scoring is pass or fail, where high is good.
- ISA 5.1 is instrumentation symbols and identification. The standard set of instrument symbols and tag numbering used on process diagrams.
- It connects to the rest of the library: links Asset.
What it is
What it is
What is an instrument loop check?
An instrument loop check is a record used in KnowMaintain that verifies a control instrument reads correctly from sensor through to display or control system. It is built against ISA 5.1 and forms part of the Calibration and Measurement programme.
When is an instrument loop check completed?
An instrument loop check is completed at the moment the event happens, rather than reconstructed afterwards. Run at commissioning and at set intervals.
When to use it
When to use it, and when not to
This record is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this record covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form LOOP-2026-000
- You are running the Calibration and Measurement programme and this is one of its steps
- A linked record needs this one to exist: links asset
Not for
- Maintenance Calibration Record, which records calibration of maintenance instruments such as torque wrenches, pressure gauges and multimeters.
- Safety Device Test Record, which tests safety devices such as relief valves, trips and interlocks to prove they operate at their set point.
- Calibration Schedule Review, which reviews whether calibration intervals are still appropriate based on drift history.
- Anything outside KnowMaintain, which belongs in the workspace that owns that process
Standards
What it is built against
ISA 5.1Instrumentation symbols and identification
The standard set of instrument symbols and tag numbering used on process diagrams.
FAQ
Frequently asked questions
What is the instrument loop check template based on?+
It is built against ISA 5.1. ISA 5.1 is instrumentation symbols and identification. The standard set of instrument symbols and tag numbering used on process diagrams.
What sections does the instrument loop check contain?+
There are 5 sections: header, loop components, signal verification, function, result. Together they hold 49 fields, 38 of which are required.
How often is an instrument loop check raised?+
A new record is raised at the moment the event happens, rather than reconstructed afterwards. Each one is given an ID in the form LOOP-2026-000, so it can be traced and referenced from other records.
Which programme does the instrument loop check belong to?+
It is part of Calibration and Measurement. Traceable calibration with a defined response when an instrument fails its check.
How is an instrument loop check scored?+
Scoring is pass or fail. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the instrument loop check template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the instrument loop check library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowMaintain — asset maintenance. Work orders, planned maintenance, calibration, reliability and shutdowns.
Meet KnowMaintain→Sources
Sources
- ISA 5.1 — Instrumentation symbols and identification