P&ID Checklist:

Does this drawing include, where appropriate:

My companys document/drawing #
Client document #
Licensor/Vendor document #
Title block: including the By/Approved/Checked blocks filled and signed, Date,

Rev. all company logos, client signoff block?

All equipment tagged, title above equip, spelling of names correct?
Not crowded: Normally have about 4 pieces of equipment per drawing
Where feasible, streams flags follow the plant conventions. Normally this is

coming in from the left side and leaving out the right side of the drawing.
Stream flags include the fluid, drawing #, note the equipment name and tag the

stream is from/going to
Battery limits are marked.
Line arrows are on each turn of a line, in the correct direction?
Vessels Size, design temperature/design pressure, full vacuum, internals/levels,

skirt height to grade

Heat exchangers Area, design temp/pressure, duty, motor horsepower (air

coolers), conderser/reboilers have elevation, motors have controls

Heater size, duty, design T/P, coil arrangement, utilities on a separate page
Boiler size, design T/P, superheater outlet T, utilities own page
Tank size, capacity, type, heaters/agitators shown
Pump rated flow, horsepower, differential head. Showing temporary strainers,

drains, motor w/ controls

Turbines in/out temp/pressure, horsepower, strainers
Compressor Actual Cubic Feet per Minute inlet, discharge pressure, driver type,

horsepower, strainer, lube/seal oil

Instruments are right type, local/transmitted, control type, block/bypass valves

shown
Instrumentation signal lines are correct line type, local/DCS code correct
Control valve type, failure mode shown, block/bypass valves, reducers, the sizes

used are the latest from controls department

Pressure Relief Valves: set pressure, PSV size is latest, inlet/discharge size and
pipespec match latest calculations, outlet lines are Car Sealed Open or have no valves
(if to atmosphere), the relief outlet goes to drain/flare/atmosphere

Lines connecting to a main flare line connect to that line from above, even

making a detour if necessary. (This is an old drafters trick to remind pipers that flare
lines need to slope downward to drain properly)
Block valves: show if they are normally open or closed, car sealed open or closed?
Drain valves present, use smaller gate valve symbol, they are between

checks/gates/etc
Minor valves are placed logically (check valve near pump discharge, swing blind

near a gate valve)

Spectacle blinds are correctly shown normally open/closed and they are on the

side of the valve facing the danger (i.e. pressure source, contamination source)
Steamouts/steam connections where required? Full vacuum rating on equipment

when required
Pipe specs are all shown and correct, spec breaks over valves/PSVs, steam and

electrical tracing is shown

Double-block valves (with 3/4 drain between) where procedures say there are

needed (normally 600 psig+ or dangerous fluids like acid)

Insulation is shown on equipment and pipes?
Tie Points are provided at all old/new line interfaces
Lines connect to each other according to projects branch table (e.g. do I need to

show an expander before tee?)

Show slopes, elevations,
Note whenever any items must be within sight of each other (e.g. ensure level

gauge can be seen by someone operating this manual globe valve)

Utility P&IDs tie in correctly to main drawings, and show connect to utility

stations & analyzers

Header line numbers include all header block valves (so that when the header is

built the block valves are installed with the header, not any branch lines)
Any items rotated for easy access, such as handwheels on valves, are rotated to an

angle that is possible considering the number of bolt holes on the lines. (Ex: per
ASME B16.5 I see that for 150# carbon steel, 0.5 to 3 lines can rotated 90 degrees ,
4 to 8 lines can rotate 45 degrees , 10 to 14 can rotate 30 degrees)
Neat DWG, no dog-legs/bad-connections
When lines cross, vertical lines break for horizontal lines except that

instrumentation lines break for process lines. (This rule varies by company)
Matches Process Flow Diagram (PFD) connectivity,

Equipment names match other documents like the PFD, equipment list,

datasheet, etc.
All Notes/Holds are ok? Is it clear what they refer to? Spelling? Are the general

project notes and holds, that must be added to each drawing, in place?
All the mark-ups were applied by the drafters correctly, spelling is correct
Check the drafting process did not introduce any random new errors or mistakes.

(Sometimes during a revision, a drafters template will be set wrong, or a line type
will change for no apparent reason, causing a little mistake. And no one will be
looking for it, because everyone just focuses on the areas that were marked up!)
Are revision triangles, clouds, and other markings in the revision process added

or deleted as required?
Do your own mini-HAZOP of the process: can any deviation in normal

temperature, pressure, flowrare, operator mistakes, utility failures, etc. cause a safety
problem? Are any remaining safety issues going to be properly documented for the
operators
Similarly, can you think of any operability problems? Any common maintenance

tasks that cannot be done here? Or any practical problems building or installing
what youve planned?
Taking a look at the set of P&IDs as a whole, the stream connections between the

drawings are correct (all inlet streams match to outlet streams somewhere, or at least
has an adequate explanation)
I cannot get rid of any HOLD notes on these drawings
I feel satisfied that Ive done enough work to sign this document. I have no ethical

qualms or bad gut feelings

As you work more with P&IDs, you will naturally begin to pick up on mistakes as your
instincts build up their own checklist.
SL

DESCRIPTION

NO.
GENERAL
1

All P&IDs are available with index and document numbers as per index sheet

Legend P&ID cover information about all the line services, abbreviations, symbols,
Piping/Instrumentation/Equipment (like sample stations, level instruments) which are used in P&ID are
matching.

Missing / Incomplete information like Line numbers, Tag numbers, Flow directions, Instrument details,
Equipment details, Trim details, Continuation P&ID etc.

Whenever the pipe class (spec) changes, the line shall be allotted a different unique line number.

All line numbers mentioned with spec, rating, and insulation requirement.

Notes are complete, clear. Impact on piping/ layouts reviewed and commented if required

Highlight any tag numbers, line numbers are repeating.

P&ID holds are reviewed for impact in Piping/ Layout

New line number provided whenever there is spec change, branches

10

Check Spec Breaks, Pressure ratings, Insulating Gasket requirement.

11

Check number of equipment, type of equipment, design conditions of equipment, equipment sizes are
matching with mechanical/process data sheets

12

Compare with Process flow diagram(PFD)

13

Piping Specialties are identified and numbered

14

Check instrumentation requirements impacting Piping/Layout (Upstream -Downstream straight run

requirements, Level requirements)

15

Tracing / Heating requirements for Pipes and Equipment

16

P&ID are reviewed with Piping Material Specifications (PMS) requirements.

17

Check all instruments with tags and tag numbering are as per legend

18

Check the type of instrument used is matching with instrumentation hook up

19

Scope breaks identified (like Company/Vendor/Instrumentation/ existing /new project scope/ by others)

20

Scope breaks and Spec breaks between piping and pipeline

21

Check all equipment numbers, names, sequence, type of equipment and any maintenance requirement
specific to process is mentioned in P&ID

22

Check all instruments are placed on equipment as per vendor requisition

23

Check Separate Line numbers should be given not only wherever there is a change of pipe class but
also where the design conditions of the line change.

24

Check center line elevation is given for horizontal vessels, pump nozzles, Manways, instrument nozzle

heights etc.
25

Check revisions are cleared marked and consistent

26

Check Gravity flow, Slope, Free draining/ No Pockets requirements

27

Check Drain funnel requirement (Number of open drain funnels)

28

Check Removable break-up spool requirement

29

Check the insulation type and insulation thickness requirement for Pipes and Equipment

30

Review process vent and drain requirement

31

Check valve types used (special attention for requirement of Full bore Ball Valves, Wafer/Lug/Lug/Swing
Check valve)

32

Check type of valve required in line and valve position and condition etc.

33

Check the line size and rating where temperature gauges located

34

Check Reducer provision for control valves, PSVs, Equipment Nozzles

35

Review Branch locations, Sequences, Line connections based on layouts

36

check PSV size, line rating, stand by provision and any bypass requirement is provided

37

Check Strainers details(type, orientation)

38

Check possibility of Tie ins at suggested locations based on existing material, pipe thickness, flange
rating, site conditions.

39

Check manual valves with mechanical interlock & specified

40

check provisions and locations for chemical injection(CI, Wax, PPD, Biocide)

41

Check tundish requirement (with SP numbers) near Process vessels

42

Check for bunding requirement for Process vessels (when process vessels is not mounted on skid) &
utility tanks

43

Check sampling station details at legend sheet

44

Check straight run requirement for example pumps, flow elements, vessel, compressors etc.

45

Check diaphragm type instruments are used in dirty services

46

Check the requirement of metal seated Ball valves, Target tees and sand probes in well fluid services
containing sand.

47

Check notes, details for purging, flushing, rodding, cleaning requirements.

48

Preferred Slope of the Main Rack headers could be 1:300 or 1:500.

49

Preferred slope values on branch lines could be around 1:200 or 1:333.

50

Line slope values mentioned on P&ID for long headers should be verified (by studying structural
arrangement) before implementation.

51

Process to show all pump vents & drains on the P&IDs as per Pump vendor drawings.

52

Spec break shall be only at the flange joints even if it is indicated otherwise in the P&IDs & there are no
dissimilar metal welded at spec breaks

53

Drip pans requirement pig traps & SP number allocation of them

54

If dissimilar materials cannot be avoided then use a design that will prevent galvanic corrosion, that is
could be insulation assembly (inert Ring Joints and bolts).

55

all Instrument /Piping- CS/SS scope breaks shall be provided with insulating kit

56

Check Strainer requirement downstream of Rupture Disc (Fragment type)

57

Upstream & Downstream straight length requirement for special fluid measurement devices. Such as
Venturi Tubes, Flow Nozzles, Electro Magnetic Flow meters, Ultrasonic Doppler flow meter, Mass flow
meter etc.

58

Slopes for launchers/ receivers Identified correctly

59

See feasibility to convert welded tie-ins to flanged as per Site conditions

60

Compare Tie-in numbers and locations in construction and demolition P&ID

61

Review demolition scope in Demolition P&IDS (in project scope or by others)