Académique Documents
Professionnel Documents
Culture Documents
Attendees at these meetings include the Project Manager and Project Engineering
Manager. Design Engineers may be required to attend specific meetings to discuss
particular items.
1.1.1
Internal Meetings
Internal design co-ordination and/or review meetings are held on a regular basis as
determined by the Project Engineering Manager to discuss and clarify the following:
Client requirements
design problems
engineering changes.
The Project Engineering Manager or designate prepares minutes of the meeting which
are circulated to all attendees.
Internal memos are also used to communicate important information on the items listed
above.
Attendees at these meetings are normally the Project Engineering Manager, Lead
Design Engineers and Chief Draftsperson. Other Design Engineers, Consultants,
construction personnel and specialists may be present if required. The Project
Engineering Manager nominates the frequency of these meetings.
As a guide, meetings are weekly on major projects, fortnightly on medium projects and
as necessary on small projects.
1.1.2
Correspondence
The Project Engineering Manager ensures that all design and technical correspondence
is distributed to the relevant design personnel. On large projects a weekly file of design
and technical correspondence is prepared and circulated by the Project Engineering
Manager or designate.
1.1.3
Squad Checks
On temporary works, or minor projects with no significant discipline interface, a squad
check is not required.
1.1.3.1 General
The squad check enables disciplines other than the originating discipline to comment on
engineering documents which may impact their scope of work.
Comments shall be positive and not of an interrogatory nature. If the reviewer requires
more information or clarification he contacts the originator directly.
Reviews are limited to technical content. Comments on grammar/presentation are NOT
included.
Comment copies are returned via Document Control to the originator with comments
noted and signed and dated by the reviewer. Where no comments are made, the words
no comment are written on the review copy, and signed and dated by the reviewer.
1.1.3.2 Squad Check Matrix
Squad checks are normally limited to inter-discipline interface review and vendor
equipment interface.
For major projects where a distribution matrix is used, the following applies:
a) Distribution of documentation is the responsibility of the Document Controller.
Documents are distributed in accordance with the originators listing, and the squad
check matrices developed by Lead Discipline Engineers or as modified in agreement
with the Project Engineering Manager.
b) The Document Controller issues the squad check matrices to each Lead Discipline
Engineer for review. It is the responsibility of each Lead Discipline Engineer to
ensure that his discipline is included in the squad check distribution of documents as
appropriate to the discipline requirements.
c) A purpose code is allocated to the matrix:
O
R
=
=
originating discipline
review and comment.
d) Disciplines allocated an R code are issued with documents for their comment as
issued for squad check stage.
e) Each originating Lead Discipline Engineer has the authority to add additional R code
disciplines on a document-by document basis.
f) R codes may only be removed by agreement of the Originating Lead Discipline
Engineer/Review Lead Discipline Engineer and the Engineering Manager.
Squad checking is not required for the following documents:
1.2
Design Output
1.2.1
General
The Design Engineer ensures that the design output is well documented and consists of
contract requirements including calculations, analyses, specifications, data sheets,
reports, feasibility studies and drawings as appropriate.
The Design Engineer ensures that the design output:
complies with design input requirements including the current revision of any
vendor data
identifies those characteristics of the design that are crucial to the safe and
proper functioning of the works.
Each document is checked independently of the originator. When comments have been
incorporated by the originator the document is approved by:
a) the Senior Discipline Engineer in the project team or in the Company, or
b) the Project or Company Engineering Manager, or
c) the Project Manager.
When conflict occurs the problems are discussed with and resolved by the Project
Engineering Manager, or the Project Manager.
Documents issued prior to "issued for construction" or "released" are generally stamped
preliminary or noted in the revision description and are not necessarily approved.
1.2.2
Calculations
Each design calculation is documented behind a numbered calculation front sheet and is
in logical sequence, clear and legible, and capable of being photocopied. Calculations
include attachments such as computer printout, sketches etc. Calculations reference
design input requirements, applicable standards and specifications.
For all calculations, both the Design Engineer and the Checker initial and date each
page of the calculation and the calculation is firmly bound by either stapler or bulldog
clip.
All calculations which affect other design documents (such as P&IDs) or which will affect
the design work of the other disciplines are normally checked before releasing the
results or issuing other related documents. For example, if a calculation to size a
pressure vessel is to be made, and a data sheet for the vessel is to be prepared, the
calculation is checked before the data sheet is issued to the Mechanical Engineer.
A calculation as determined by the Project Engineering Manager may be issued
unfinished as "preliminary" provided it is noted as such and subsequently developed
related documents make note they are based on preliminary or unfinished calculations.
The front sheet includes the calculation number as provided by Document Control. The
revision box is completed.
Only one revision of the calculation is valid at any time. Document Control stamps
previous revisions "superseded" and files one copy. Before revising any calculation,
Document Control makes a photocopy of the original calculation and files it in place of
the original.
Calculations include a table of contents and include, as a minimum, the following
sections:
Introduction
Assumptions
Input data
Codes / Standards
Calculations
Conclusions
Appendix
The pages of the calculation are numbered with the total number of pages shown on the
front sheet.
The Design Engineer ensures that the calculation is accurate and complete as described
above and does not submit it for checking until complete.
All calculations are registered on the document control database and are not considered
complete until checked and approved.
1.2.3
a)
General
Each printout which becomes a controllable document, e.g. each Instrument Index, has a
document number assigned by Document Control prior to printout.
The Design Engineer prepares a standard Company document front sheet to accompany
the printout and this sheet carries the document and revision numbers, and all the review
and approval signatures.
The Engineer makes two copies of printouts:
i)
one copy to stay with the design group initiating the task as a working copy
ii)
one copy to Document Control for actioning, i.e. ensuring face sheet has
been initiated or updated and signatures obtained. This printout is then
issued as a document.
When printouts are back up to design calculations they are appended as
part of the design calculation and carry the calculation number, revision and
date of printout as a minimum. These can be marked up manually if a
system generated header is not available.
b)
1.2.4
1.2.5
Reports
Where Design Engineers perform analysis or investigation into aspects of the design
work (not calculation, specifications or drawings), their results or comments are recorded
in report format, ie. with a standard Company document front sheet, a document number
and signature as prepared. Internal reports need not be checked and approved.
Reports for external issue are checked and approved by the Lead Design Engineer or
the Project Engineering Manager prior to issue.
The Document Controller retains and registers the originals of reports and controls the
distribution of copies.
1.2.6
Design Review
Design output can be reviewed as part of internal meetings (refer 1.1.1), squad check
(refer 1.1.3) or specially convened meetings. Records of such reviews consist of
Minutes of Meeting, Memos or Squad Check prints.
Design Reviews such as HAZOP studies are generally held and minuted or recorded
separately.
Method and frequency together with types of documents for design review are stated in
the design plan.
1.3
Verification
1.3.1
Critical Items
There are certain critical items that must be independently checked and verified
irrespective of their category. It is mandatory that these items be separately identified
by the Project Engineering Manager and be controlled independently of the remainder of
the design. These items must undergo the following special procedure:1.
Criticality Assessment
2.
Design Review
3.
Design Checking
4.
Verification Review
5.
Documentation
Design calculations
Check calculations
Examples of Critical Items that are identified during the inital Criticality Assessment include:-
1.3.2
All lifting situations including lifted item, padeyes, slings, crane, lifting procedure
and fabrication of lifting elements including weld procedure, NDT etc.
Pressure vessel design including weld design, weld procedure, NDT etc.
Pile driving situations including pile design, leader arrangement, dolly details,
crane details etc.
General
The method of design verification required for each design output is determined by the
Project Engineering Manager and documented in the Design Plan. The decision is
based on consideration of the consequences of failure, safety considerations, Client
requirements, time and cost implications.
As a guide, verification of the following broad categories of Company design activity is
identified below:
Category
A
B
C
D
E
NOTES:
Description
Verification Level
Full verification
Spot verification
Spot verification
No verification
No verification
(F)
(1)
(1)
(2)
(2)
a)
b)
The Project Engineering Manager ensures that only qualified personnel who are
independent of the design are nominated for verification activities.
Design output is verified as conforming to the design input requirements by any of the
following means:
holding and recording design reviews, which may include hazard and operability
studies (HAZOP)
Checking the design using staff independent of the document which has been
produced
concept
assumptions
loads
strength
stability
safety
serviceability
dimensions
details
constructability
expandability.
Any design faults or inadequacies revealed by the verification are revised by the relevant
Design Engineer and resubmitted for verification.
Design verification checks are documented by completion of the Design Verification
Check List or by written reports. Check lists or reports are held by the Project
Engineering Manager for the duration of the project. Upon completion of the project this
documentation forms part of the Project Data Book.
Design output is submitted to the Client for review if required by the contract.
External review of design output may be required by insurers and government
departments.
The checking procedure for drawings is detailed in Section 1.4 of this procedure.
The Project Engineering Manager prepares and maintains a list of specification
signatures and initials of project staff designated to prepare, check and approve design
output. The list is held by Document Control and updated regularly.
1.3.3
Calculations
After signing the completed calculation as "prepared the Design Engineer stamps one
copy with the Check Print Stamp and forwards it to the nominated checking Engineer for
checking.
Calculations are checked by an Engineer who is at least the peer of the originator. It is
not acceptable for the Checker to be significantly the junior or less well qualified in the
particular area of the design than the originator.
The Checker is responsible for:
Confirming that the calculation is complete and that it has a fully completed front
sheet and all sheets are present and numbered.
The Checker does not sign off any calculation that does not fully conform to the above.
The Checker, after resolving any design questions with the originating Design Engineer,
marks up the checked calculations in red and signs them off as checked.
The checked calculations are then given to the originating Design Engineer for
rectification.
After rectification the Checker signs off the original calculations as checked once he is
satisfied that his check comments have been incorporated. The check print calculations
are forwarded to Document Control for filing.
When conflict occurs the problems are discussed with and resolved by the Project
Engineering Manager.
Completed calculations are signed off as "approved" by the relevant Lead Design
Engineer.
The Design Engineer makes a copy and retains this in the discipline files as a
working/master copy. The original calculation is forwarded to Document Control for
filing.
1.4
1.4.1
Drafting Initiation
At the commencement of a contract or tender, the drafting activities are designated in
the design plan (refer Section Error! Reference source not found.).
1.4.2
5%
40%
60%
80%
95%
100%
As drawings are developed, progress is plotted on the Drawing Register and Control
Chart or entered into the document control database.
At the end of a reporting period the progress is determined by the Chief Draftsperson for
each drawing group as "estimated percent completion by area and drawing
classification", or as agreed for the project, to determine progress.
1.4.3
Drawing Numbers
Refer XXXXX, Procedure for Numbering Systems.
1.4.4
Drawing Register
Document Control maintains a manual drawing register (XXXXXX) or the document
control database to list and monitor revisions of drawings.
The preliminary drawing list, developed by the Chief Draftsperson in conjunction with the
Design Engineers, is entered into the Register by the Chief Draftsperson or his
designate at the beginning of the project and updated as the project progresses.
If progress measurement is required on the manual drawing register, the Lead
Draftsperson for each discipline fills in the completion date and progress columns
according to progress.
If using the manual drawing register, a new register sheet is used for each area or series
and for each discipline.
The start date and initials of the Draftsperson are entered in the register by the
Draftsperson or Document Controller.
The date is entered for each revision issue of a drawing by the Document Controller.
1.4.5
b)
c)
d)
co-ordinates the sheet being checked with adjacent detail to ensure a fit and
eliminate omissions
e)
checks for uniformity with other types of drawings for agreement of dimensions
and interferences with other equipment, structures or materials
f)
verifies that all applicable calculation sheets have been checked and latest
vendor data has been used, noting in red any deviations
g)
initials and returns the marked print to the originating Engineer for agreement
and then to the Draftsperson designated by the Chief Draftsperson for
corrections
h)
the Checkers sign the drawing as checked after corrections have been made (a
drawing may be checked and signed without benefit of certified vendor prints if
so noted as a "hold" on the drawing).
changes the drawing and verifies the changes indicated on the check print and
any disagreement is resolved with the checker. If consensus cannot be reached,
the Chief Draftsperson resolves
b)
notes differences to the Checker's detail, and marks the check print
c)
marks changes carried out on the drawing in blue (Hi lighter or similar) on the
check print.
Back checking marks are made in orange on the check print prior to signing off the back
checking stamp.
1.4.6
title
drawing number
project number
scale
Draftsperson's initials
dates drawing started and issued
north arrow
legend
notes or general notes
reference drawings
1.4.7
revision
view correctly called up and titled
check linework - new, existing, future, centre lines, match lines and dimension
lines
symbols - grid lines and revisions
lettering size, spelling mistakes, legibility
units of measurement correctly called up
datums, levels and work points clearly shown
floor grating span direction indicated
member sizes all shown
piping sizes and details all shown
grout allowance
interface between drawings, and match line continuity checked
interface between disciplines
clearances and access
safety requirements
bill of materials
"Holds" noted
location plan
reference to vendor data
CAD identification
all components are correctly identified
all required size and capacity data is shown
all piping line numbers and specification are shown
valve designations are indicated.
by the Draftsperson doing the drawing together with the issue date
Traced
Designed
Checked
Supervisor
1.4.8
Client Approval -
Document Control transmits the above drawings to the Client for review in accordance
with XXXXX, Procedure for Document Control.
On the initial "For Client Approval" issue and subsequent major revisions, two copies of
these drawings (or number and type of copies specified by the contract) are routed by
Document Control to the Client for review.
The Client returns one copy to the Company marked up with comments, notated
"Approved as Noted" or "Approved" if there are no comments. Client comments are
incorporated on the drawings only after review with Company engineering personnel
affected.
In some instances drawings are not returned and comments are
communicated by fax or similar. The originating Engineer approves incorporation of
Client comments by countersigning the marked up drawing (or other documents).
If changes requested by the Client do not appear appropriate, the Client is contacted to
resolve any differences of opinion.
All drawings and sketches returned by the Client with comments or approval signatures
or copies of other forms of approval comments (eg. fax) are kept in the drawing files by
Document Control.
Document Control maintains a running list of all drawings and sketches issued for Client
comments or approval with the date of issue and date of return shown.
Drawings which require Client review are deemed as "frozen" once approval has been
received. Before these drawings can be issued as "revised" the Client must have
"Approved" the original drawing.
1.4.9
Record copies of manually produced drawings are stamped record copy by the revising
Draftsperson or Document Control. They are also stamped superseded once the next
revision is issued. Record copies of electronically produced drawings are stamped
record copy - superseded by Document Control once the next revision is issued. The
Document Controller initials and dates the superseded stamp and dates the record
copy stamp once the actions have been completed.
1.4.12 Drawing Transmittals
Refer XXXXX, Procedure for Document Control.
1.4.13 Drawing Issues
Drawing issues are determined by the Project Engineering Manager and made by
Document Control and may be issued at various stages of development, e.g.:
Formal issues of drawings prior to "Issued for Construction" are stamped "Preliminary
Not For Construction and these issues may be for tender purposes or bidding, etc.
Informal issues of pre "Issued for Construction" drawings are also stamped "Preliminary
Not For Construction".
When drawings are issued they are accompanied by a transmittal in accordance with
XXXXX, Procedure for Document Control.
Informal copies may also be stamped flash print.
1.4.14 Master Drawing Stickfiles
Document Control or nominated Draftspersons maintain sticks of current IFC prints on a
rack within the drawing office and each print is stamped "Master Copy". Comments by all
disciplines are added to the master copy, initialled and dated by the originator. Prior to
revising a drawing, the Draftsperson examines the master set to determine if other
comments have been made and these comments are incorporated if of a minor nature.
Areas of conflict or major changes are discussed with the Project Engineering Manager,
or designate, to resolve any discrepancies prior to the revisions being done.
Once the drawing is revised, Document Control removes the old master copy, stamps it
"Superseded", stores it separately and inserts a new master copy.
In the case of P&IDs, the relevant Lead Design Engineer maintains the stick file of
master P&IDs. Any changes to the master P&IDs must be discussed and agreed with
the responsible Design Engineer prior to marking up the master P&IDs.
1.4.15 Figures
Figures or illustrations may be prepared to form attachments to a document for the
purposes of clarifying the document or, in the case of offshore installation procedure,
helping to explain the procedure to be followed.
Figures are prepared in A4 or A3 sheet size (using only a CAD plot file or other
electronic package). Figures are not used in lieu of drawings and carry detailed
dimensional or constructural information only in exceptional circumstances.
Figures are not used for sole issue as a "stand alone" document. All figures within a
document are regarded as an integral part of the document. Figures are not subject to
the normal document control and issue procedures as for a stand alone drawing or
document. It is the responsibility of the author of the document to ensure that the correct
figure is used and it is correct in all detail.
For the purpose of identification, figures, as a minimum, carry the document number of
which they form a part and also a unique figure number. Figure numbers are allocated
by the Engineer or document author based on the document referencing system. It is
their responsibility to ensure that figure numbers are allocated correctly.
The author of the figure includes a figure reference number(s) that is unique to the figure
and the version. The number used includes a version/identifier (a) through to (z) to
indicate the latest version.
Where the figure number or the document number is changed albeit the contents of the
figures are unaltered, this is regarded as changing the figure requiring a new reference
number to be created.
1.5
Design Changes
1.5.1
ECRs may require internal or external approval. Where Client approval is required a
copy of the ECR is transmitted to the Client for review and endorsement.
The ECR form is initiated by any person requesting the design change. The ECR form
is then forwarded to the Project Engineering Manager. The Project Engineering
Manager issues the ECR with a number.
Engineering Change Requests are numbered using the standard numbering format.
Engineering change requests have alphabetic revisions until completed, when they are
issued as revision 0.
The Project Engineering Manager reviews the ECR and, if necessary, consults with the
Lead Design Engineers and other personnel, as appropriate, to determine the impact the
change will have; obtains estimates of manhours and costs then decides if the change is
approved. If the proposed change is not acceptable it may be revised and reissued for
comment or rejected in its entirety.
The Project Engineering Manager signs the ECR as approved, designates who is to
action the change and distributes the form to appropriate personnel. The Engineering
Manager maintains a master file of ECRs. The original ECRs are maintained by
Document Control.
1.5.2
Technical Queries
Technical Queries are addressed and coordinated in accordance with XXXX, Procedure
for Technical Queries.
1.6
Design Records
1.6.1
General
The following design records are maintained by Document Control, for the duration of
the project:
Design Engineers keep their calculations prior to submission to the Project Lead Design
Engineer for approval.
Once issued, the originals and record copies of revisions to calculations are stored for
the project duration in Document Control (refer XXXXX, Procedure for Document
Control). On completion of the project, calculations specified by the Engineering
Manager as being relevant to other projects are retained in Document Control in the
head office.
1.6.2
As Builts
As part of the design plan a list of documents is developed by the Project Engineering
Manager or designate which will require "as builting" at the end of the project. This is
normally dictated by the contract requirements. If not covered by the contract,
documents to be "as built" include key documents such as P&IDs, plot plans,
underground services SLDs, general arrangements, termination diagrams, loop
diagrams, data sheets, etc.
1.6.3
1.6.4
Archives
Design data can be archived in one, or a combination of, the following media:
a)
b)
hard copy
electronically - either in disk format, e.g. specification, data sheets calculations,
or tape/CD ROM format, e.g. drawings.
Archiving and retention times are covered in XXXXX, Procedure for Records.
1.7
Design Validation
Validation may be required for a number of reasons, including:
Design validation may or may not be required under the contract. Requirements for, and
methods of, confirming design requirements are established by the Project Engineering
Manager. In the case of performance driven contracts in which a process production
guarantee is given and a plant performance test is necessary to finally validate the plant
design and conformance with the contract production throughput is considered to be a
sufficient validation of the final design. Where a production throughput is not required,
1.8
b)
c)
Audit
Apart from the consultants internal audit, the Company may audit his design
activities from time to time.