What condition would trigger instrument loop check and transmitter test instead of the calendar?

Transmitter diagnostics (HART or fieldbus) reporting a device alert, or the reading deviating from a redundant or calculated value by more than the tolerance

What evidence does instrument loop check and transmitter test produce for an ISO 55001 or ISO 45001 audit?

Loop check record per tag with the three-point results and the diagnostic alert history

Every task type · Instrumentation

Instrument loop check and transmitter test

Q: Can instrument loop check and transmitter test move from a fixed interval to a condition-based check?

Convertible: a monitored condition can replace the fixed interval. Smart transmitters report their own health and most plants never read it. Read it, and check the loops the diagnostics flag.

Smart transmitters report their own health and most plants never read it. Read it, and check the loops the diagnostics flag.

What does an instrument loop check and transmitter test involve?

Instrument loop check and transmitter test checks: loop output against the applied input at three points, device diagnostic status, deviation from a redundant measurement. Observed by hART or fieldbus diagnostics through the asset management system; loop calibrator at the check. The interval: a monitored condition can replace the fixed interval.

convertible

a monitored condition can replace the fixed interval

HART or fieldbus diagnostics through the asset management system; loop calibrator at the check

how the condition is observed

Instrumentation

asset class

Condition that replaces the interval: Transmitter diagnostics (HART or fieldbus) reporting a device alert, or the reading deviating from a redundant or calculated value by more than the tolerance
Reading that proves it: Loop output against the applied input at three points, device diagnostic status, deviation from a redundant measurement
Evidence an auditor accepts: Loop check record per tag with the three-point results and the diagnostic alert history
First move: Connect the instrument asset management software to the HART data; the alerts have been there all along.

What it is evidence for

Clause references from the published standards text. A clause marked reference is named, not reproduced.

Calendar tasks a monitored condition could replace ISO 55001:2014 9.1 · ISO 55001:2014 8.1 · ISO 55001:2014 6.2.2 · ISO 55001:2014 8.2 · ISO 55001:2014 10.3 · ISO 45001:2018 8.1.3

ISO 55001:2014 9.1 Monitoring, measurement, analysis and evaluation

The organization decides what is to be monitored and measured, which methods of monitoring, measurement, analysis and evaluation will give valid results, when monitoring and measuring take place, and when results are analysed and evaluated. It assesses and reports on how the assets perform, on how asset management perf...

Evidence an auditor accepts: Performance measurement framework covering asset, asset management and system performance; Condition, reliability and cost data with defined collection methods; Periodic performance reports (financial and non-financial)

ISO 55001:2014 8.1 Operational planning and control

The organization plans, carries out and controls the processes needed to satisfy requirements and to deliver three things: the asset management plans set out under 6.2, the actions on risks and opportunities decided under 6.1, and the preventive and corrective actions decided under clauses 10.1 and 10.2. It does so by ...

Evidence an auditor accepts: Procedures and work instructions for life-cycle activities (acquire, operate, maintain, renew, dispose); Process criteria and performance measures; Work records demonstrating activities carried out as planned

ISO 55001:2014 6.2.2 Planning to achieve asset management objectives

The organization joins up its planning for asset management objectives with the rest of its planning, including finance, human resources and other support functions. It sets up, documents and maintains asset management plans that state the method and criteria for making decisions, the processes and methods for managing...

Evidence an auditor accepts: Asset management plans per asset class or system with activities, resources, owners and dates; Documented decision-making method and criteria for prioritising activities; Life-cycle cost or whole-of-life models supporting the plans

ISO 55001:2014 8.2 Management of change

Before any planned change is made, whether temporary or permanent, that could affect whether the asset management objectives are met, its risks are assessed, and the organization makes sure those risks are handled as 6.1 and 6.2.2 require. It controls changes it has planned and reviews the consequences of changes that ...

Evidence an auditor accepts: Change management procedure covering assets, processes, organization and suppliers; Change risk assessments prior to implementation; Post-implementation reviews of unintended consequences

ISO 55001:2014 10.3 Continual improvement

The organization keeps making both its asset management and its system for it more suitable, more adequate and more effective.

Evidence an auditor accepts: Improvement register with sources (audits, reviews, performance analysis, incidents); Evidence of improvements implemented and their measured effect; Trend of performance measures over time

ISO 45001:2018 8.1.3 Management of change

The organization sets up processes to put in place, and keep under control, planned changes, temporary or permanent, that affect OH&S performance. These include: new products, services and processes, or alterations to existing ones (such as where workplaces are and what surrounds them, how work is organized, working co...

Evidence an auditor accepts: Management of change procedure covering all listed change types; Change risk assessments before implementation; Records of unintended changes reviewed and mitigated

Do this for your whole schedule

Paste your maintenance schedule or log and get this classification for every line at once, with the findings, the overdue items and the clauses the register is evidence for. First 15 items free, no account.

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Flow meter verification · Safety instrumented function proof test