Instrumentation

Instrumentation ITRs Explained: Loop Checks and Calibration Records

Checksheets Team

Construction Technology Experts

||8 min read

Instrumentation ITRs document the calibration and functional verification of measurement and control devices. These records ensure process control systems operate accurately and safely.

Types of Instrumentation ITRs

Calibration Records

Document instrument calibration with as-found readings, adjustments made, as-left readings, accuracy verification, and calibration due dates.

Loop Check Records

Verify complete loops from field device through control system including signal path verification, scaling confirmation, and control action validation.

Functional Test Records

Document functional testing of control valves, safety instrumented functions, and control logic.

Calibration Data Requirements

Standard Data Points

  • Instrument tag and description
  • Manufacturer and model
  • Calibrated range
  • Test points (typically 0%, 25%, 50%, 75%, 100%)
  • As-found and as-left values
  • Error calculations
  • Pass/fail determination

SIS Documentation

Safety Instrumented System ITRs require additional rigor with SIL verification, proof test documentation, and demonstrated independence.

Best Practices

  • Use instrument datasheets as ITR source
  • Document test equipment with calibration status
  • Include environmental conditions during calibration
  • Maintain calibration history for trending
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