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VERIFICATION OF PROCESS ENGINEERING Rev.: 1 Date: 21/02/08
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WORK INSTRUCTION

VERIFICATION OF PROCESS ENGINEERING

DOCUMENTS

WI-SSA-ENGTEC-001-E

E. ZIELINSKI J. MEDINA LUNA C. SEGUIN B. CHAUVIN

21/02/08 1 First issue
ENG QUAL ORGA ENG

Date Revision Description of Revision Prepared by Checked by Approved by

Only the electronic version is updated, before any use the current version of this document shall be verified on the INTRANET network

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REVISION RECORDING

Date Revision Description of Revision Prepared by Checked by Approved by

E. ZIELINSKI J. MEDINA LUNA C. SEGUIN B. CHAUVIN

21/02/08 1 First issue
ENG QUAL ORGA ENG

Nota:

• This document cancels and replaces the Engineering Technical instruction TI P 102 Rev.A dated
July 2004.

• This document is in accordance with relevant conclusions of the “Engineering Integration Project”.

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INDEX

1. SCOPE AND PURPOSE ............................................................................................................................4

2. REFERENCE DOCUMENTS......................................................................................................................4

3. DEFINITIONS .............................................................................................................................................4

4. ACTIVITIES DESCRIPTION.......................................................................................................................5
4.1 RESPONSIBILITIES ...............................................................................................................................5
4.1.1 Elaborator (E).......................................................................................................................5
4.1.2 Verifier (V) ............................................................................................................................5
4.1.3 Approver (A).........................................................................................................................5
4.2 GENERAL............................................................................................................................................6
4.3 ELABORATORS AND VERIFIERS ASSIGNMENTS – ENTITLEMENT...............................................................6
4.4 VERIFICATION PROCEDURE ..................................................................................................................7
4.4.1 Sequencing of the verification workflow...............................................................................7
4.4.2 Verification actions – verification sheets..............................................................................8
4.4.3 Filing of verification elements ............................................................................................10
4.5 P&ID VERIFICATION WORFLOW ..........................................................................................................12
4.5.1 Verification of the Process working copy ...........................................................................12
4.5.2 Elaboration of P&ID MASTER by PPS ..............................................................................12
4.5.3 Verification of P&ID MASTER by PPL or PSL ...................................................................12
4.5.4 Approval of P&ID MASTER by TM ....................................................................................12

5. FLOWCHART ...........................................................................................................................................13

ATTACHMENT A – PROCESS VERIFICATION SHEET .......................................................................1/1

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1. SCOPE AND PURPOSE

This Work Instruction addresses the procedure to be followed to ensure the verification, within the
Process Department, of the documents elaborated by the process team during a project.
Objectives of this Work Instruction are to define:
• A verification process.
• The minimum verifications to be done, when and how to do them.
• The ways of classifying and filing all the documents, masters and other elements involved in the
elaboration and the verification process, for traceability purposes.

This Instruction covers the Verification Procedure for:

• All the process documents issued by the Process team during a project towards the Project team, as
part of the deliverables list, such as but not limited to:
− Basis documents: Design Basis / Process Design Rules & Sizing Criteria / Process & Functional
Descriptions.
− Calculation notes and Technical reports: Heat and Material balances / Blowdown and Relief
Report / Lines Sizing Report and Lines List / Fluid List.
− Equipment and Instrument Process Data Sheets.
For these documents, a verification sheet is issued with each revision of the document.
• Internal Process Documents which are elaborated by the Process team but which are not included in
the deliverables list, such as calculation notes for pumps, for vessels sizing, etc…, either hand made
calculations or software & simulations. No revision sheet for these internal documents is required.

2. REFERENCE DOCUMENTS

• “Process Design review” (WI-SSA-ENGDGN-001-E)

• “Verification of engineering deliverables” (WI-SSA-ENG-003 E)

3. DEFINITIONS

H&MB Heat & Mass Balance

HAZOP Hazard & Operability review

HOD Head Of Department

MASTER A paper working copy of a document on which all modifications,

additions or deletions are handwritten and marked-up during the
course of a project.
For each deliverable, there shall be a unique Master valid for a given
revision of the document.

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Original Copy for Verification A copy of an original dated document, which circulates for verification
and which must contain, at the end of the verification process, all the
mark-ups and handwritten signings and dates.

PPL Project Process Leader

PPS P&ID Preparation Section, a sub-section of Process Department

P&ID Piping & Instrumentation Diagram

SL Process Section Lead

TM Technical Manager

Verification Sheet Document describing the verification actions which must be

conducted, as a minimum, by the Elaborator, the Verifier and the
Approver for all the deliverable documents to be issued to the Project
team

4. ACTIVITIES DESCRIPTION

4.1 RESPONSIBILITIES

4.1.1 Elaborator (E)

He is the author of the document to be checked.
The Elaborator is responsible for the content and the quality of the document.
In addition, he is responsible for the filing of all the elements involved in the elaboration
and the verification of the documents he is in charge of.

4.1.2 Verifier (V)

He is the person responsible for the checking of the process document. The Verifier must
be a process engineer, having at least the experience of elaborating the same kind of
documents.
Verifier shall be a different person from the Elaborator.
Verifier is responsible for following the actions noted on the verification sheets.

4.1.3 Approver (A)

He is normally the Project Process Leader (PPL), except for P&IDs (Approval by TM).
It is allowed that Approver can be the same person as the Elaborator or the Verifier,
respecting that Verifier shall always be different from Elaborator.
He is responsible for issuing formally the document to the Project.
He must ensure that the document is coherent with the Project requirements, and that
latest instructions are taken into account (Design Reviews, changes ...).

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4.2 GENERAL

• Verification is not to be considered as a lack of trust against the author of a document: no one
is secure from any error (in design, calculation, or by omission). Also, verification is not to be
considered as a release of responsibility. It is not allowed to rely upon verification for tracking
and correcting errors.
• Setting a signature on a document attests that the action of verification (or of self-checking)
has been really done by the signer. Responsibility of the signer is directly engaged.
• Verification should not be considered as an action “a posteriori”. It should start as soon as the
elaboration process of a document begins and should go on during the elaboration itself of
the document up to its issue, by self-checking conducted by the Elaborator and by follow-up
by the Verifier on a regular and continuous manner.
• In order to comply with requirements of ISO 9001, verification should be done in writing, and
the actions to be implemented should be recorded, for traceability.
• Self-checking before the issue of the documents is systematic and then the verification
process should not be a source of extra consumption of hours. The earliest the detection and
the correction of errors and discrepancies are, the smallest the consequences will be. In the
same way, time will be saved if the Elaborator does not hesitate to request some information
or explanation when required rather than transmitting an incomplete or even incorrect
document.
• In the event of some doubt about a technical or contractual point, the Elaborator or the
Verifier should refer to their PPL or to the Department management.
• When it is a matter of urgency, it may happen that a document should be issued by the
process team before full verification. This situation is to be avoided, as far as possible but if it
is the case, then the document must be marked by the label “PRELIMINARY – NOT
CHECKED”.
• Colour code :
− Green is normally the colour used to materialize the verification (marking comments and
highlighting data or elements verified).
− Red is normally the colour used by the Elaborator to mark comments on the MASTER.

4.3 ELABORATORS AND VERIFIERS ASSIGNMENTS – ENTITLEMENT

Enabling somebody to elaborate each type of document (Elaborator) and to perform a given
action of verification (Verifier), is defined by the Project Process Leader, at the beginning of the
project, and is defined in the Process Execution Plan.
In assigning an Elaborator and a Verifier to a given document, the Project Process Leader (PPL)
should consider their capabilities, their entitlement (use of software / simulations) and their origin
(Company or not)
A certain degree of autonomy is given to the PPL for assignments of the Verifiers, depending on
the situation. This is illustrated in the following table:

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Elaboration and checking of a process document Elaborator Verifier

Xe PPL
Small projects with reduced Process team:
Xe Xv
1 PPL + Process Engineers (X)
PPL PPL or HOD
Large projects with large Process team organized in multiple Xe SLv or Xv
subsections: SLe SLv or PPL
1 PPL + Process Section Leads (SL) + Process Engineers (X) PPL PPL or HOD

Key:
Xe, Xv : Process Engineers, Elaborators (Xe) or Verifiers (Xv)
SL : Process Section Lead, acting as Verifiers (SLv) or as Elaborators (SLe)
PPL : Project Process Leader
HOD : Head of Department

4.4 VERIFICATION PROCEDURE

The verification procedure shall be applied to each revision of a document after the assignment,
by the PPL, of the authorized Elaborators and Verifiers, for each type of process documents to be
issued as “deliverables” within the scope of a project.
Verification of a document is focused on three essential topics which are developed hereafter:
• Sequencing of the verification process
• Verification actions & verification sheet, to be filled, dated and signed by both Elaborator
and Verifier
• Filing of all the documents which are involved in the verification process and which mark out
the verification actions, as evidence that all requirements are met and ensure the required
traceability.

4.4.1 Sequencing of the verification workflow

The verification workflow of a process document, starting from its elaboration and ending
by its transmittal to the Project team is developed hereafter and schematized in the logic
diagram shown in § 5.
• Internal issue of a Master By Elaborator
After creating or modifying a document, the Elaborator should:
− Proceed to a self checking.
− Make a copy of the Original document, with date and label “master for 1st (or
th
n ) issue”.
− Report on the Verification Sheet the result of his self checking, date and sign
the Verification Sheet.
− Transmit to the Verifier the “master” of the Original Copy together with its
Verification Sheet.

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• Checking of the Master By Verifier

When receiving the Master and its verification sheet, the Verifier must:
− Proceed to the verification of the document.
− Report on the Master all required corrections and comments resulting from the
verification, as handwritten mark-ups, using a color code (see tables § 4.4.3).
− Date and sign the commented Master with the adequate label: “no comment”,
or “to be corrected / completed as per mark-ups, or “to be redone and
represented”.
− Return the Master back to the Elaborator for implementation of all corrections
and comments. Even if the document is checked as “OK, for issue”, the Verifier
should mark on the Master the evidence of his checking by handwritten dating
and signing.

• Re-work of the document and re-transmission to Verifier By Elaborator

When receiving the Master with Verifier handwritten comments, the Elaborator
must:
− Correct the Original document and implement all comments from Verifier.
− Make a copy of the corrected document dated and signed (new Master), and
transmit it to the Verifier for ultimate verification that changes are correctly
implemented, together with former commented Master.

• Ultimate verification of the document re-working By the Verifier

− Check if all comments have been correctly implemented on the reworked
Master.
− Report on the verification sheet the result of the checking, date and sign the
verification sheet.

• Issue of the document By the Approver

− Ensures that the document is in line with Project requirements.

4.4.2 Verification actions – verification sheets

4.4.2.1 General
• At the beginning of the Process activities on a given project, the PPL should make
sure, that intervening parties (Elaborators and Verifiers) are well informed about the
existence and the localization of reference and basic technical documents such as
Technical Instructions, Procedures, Standards, Process Design Rules, etc… they
will have to follow during the development of the process engineering studies. Also,
software / simulation tools have to be used by entitled person from Process
Department.
• Providing the Elaborators with a document from a similar Plant, to be used as
analogy, may be of a useful help.

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4.4.2.2 Self-checking by the Elaborator

Self-checking and responsibility of the Elaborator is not limited to the verification
actions he reports and to his signature on the Verification Sheet when issuing a
document.
The Elaborator must prepare the documents he is in charge of in accordance with:
• Good engineering practice.
• Applicable procedures and Technical Instructions.
• Project requirements.
• Applicable codes and standards.
The main verification actions to be carried out and signed by the Elaborator are
reported on the Verification Sheet given in Attachment A.

4.4.2.3 Verification
Level of Verification
The Verifier is not asked to strictly verify all the data which are specified on a
document.
The level of the verification has to be adapted according to the competency of the
Elaborator, to the experience on similar projects and to the nature of the document.

Marking the verification actions – dating, signing and labeling

The Verifier must mark out the result of his checking (corrections, comments, additional
information…) in a colored, handwritten and readable way, on the documents
elaborated by the Elaborator:
Even if there is no comment, the Verifier must identify which items he has verified (color
mark).
After verification of a document, the Verifier should date, sign and return it back to the
Elaborator. A general label may be reported close to the date and Verifier signature,
such as:
• “No comment – OK for issue”
• “To be fully reworked…”

Scheduling the verification

The Verifier will check the documents elaborated by the Elaborators as soon as
possible after its internal issue:
• Before the issue of the document to the Project team, if it is a deliverable.
• At the latest when checking the associated deliverable document, if it is an internal
process document (such as a pump calculation note, or a separator sizing note).

Verification actions
Verification actions are reported on the Verification Sheet (Refer to attachment A).

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4.4.2.4 Verification sheet

A template of Verification Sheet (FORM-SSA-ENGTEC-001-E) is given in Attachment
A.
The Verifier will mark the appropriate actions he carried out. The Verifier can add other
actions to be carried out, if it appears that these actions will ensure the quality of the
document. On the contrary, some actions may not be appropriated to a given
document: in this case, they will not be carried out.
These verification sheets have three verification levels:
• 1st level is for the Elaborator
• 2nd level is for the Verifier
• 3rd level is for the Approver (normally the PPL).
The signatures of the Elaborator and of the Verifier are placed on this verification sheet,
together with the dating, as the evidence that the document elaboration and checking
process have been fulfilled. A 3rd level of verification is provided, for approval of the
document by the Project Process Leader (PPL).
Verification sheet is identified with the same number as the document it is associated
to.

4.4.3 Filing of verification elements

All the elements involved in the Verification Process of a given Process Engineering
document must be classified and filed by the Elaborator.
Typical list of elements to be filed is given in the following tables, for each process
document to be issued as deliverable:

st
For the 1 issue of a Process document

List of elements to be filed By Elaborator By Verifier

Design basis “rev 0” / H&M balance
1- List of reference documents
“rev 1”, etc…/
Examples:
•Pump calculation sheet
•Determination of a settle out Marked out comments dated
pressure. & signed.
2- Calculation note(s), if •Typical summary for calculation Even if no comment,
specifically dedicated to the notes: Verifier must identify the
document to be issued - Objectives items he has verified (green
- Basis: method / inputs / reference
)
color mark) (

documents / assumptions if any
- Calculations
- Results

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List of elements to be filed By Elaborator By Verifier

- Marked out comments
(errors, additional
information). Even if no
comment, Verifier must
st
3- Master copy of the document With label “MASTER for 1 issue”. identify the items he has
elaborated by the Elaborator for With verification sheet. verified (green color mark)
st
1 issue
)
(

Dated & signed.
- With label “to be reviewed
as per comments” or ”OK
for issue”.
- Dated and signed.

4- Copy of the original document With label “revised as per Verifier With label “OK for issue”.
st
“1 issue” reworked as per comments”. Dated & signed.
Verifier comments. Dated & signed. Verification sheet completed.
5- Copy of the original
st Filed in the Master dossier, to be used
document “1 issue” with its
as Master for subsequent issue.
verification sheet
st
6- Original document “1
If no Project requirements, filed within
issue” with its original
the Process department.
verification sheet

For subsequent issues “n” of a Process document

List of elements to be filed By Elaborator By Verifier

With mark-ups in red for modifications & follow-ups since the “(n-1)”
1- Working copy of the issue “(n-1)”
issue (mark-ups from Elaborator &/or Verifier)
2- Justification of the important Review of a calculation note (to be attached), new requirements from
modifications, if any Project, H&M updating, HAZOP action, etc…
- Marked out comments
(errors, additional
information). Even if no
With label “MASTER for n issue”.
th comment, Verifier must
3- Master copy of the document identify the items he has
elaborated by the Elaborator, for With verification sheet. verified (green color mark)
issue “n”
Dated & signed. - With label “to be reviewed
as per comments” or ”OK
for issue”.
- Dated and signed.

4- Copy of the original document With label “revised as per Verifier With label “OK for issue”.
th
“n issue” reworked as per Verifier comments”. Dated & signed.
comments. Dated & signed. Verification sheet completed.
5- Copy of the original document
th Filed in the Master dossier, to be used
“n issue” with its verification
as Master for subsequent issue.
sheet
st
6- Original document “1 issue” If no Project requirements, filed within
with its original verification sheet the Process department.

): The data to be checked are let to the appreciation of the Verifier. For an extensive
(

report, the verification extent will be shown by a general statement (e.g. “conclusion
checked, in accordance with solution implemented on a similar project”).

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4.5 P&ID VERIFICATION WORFLOW

4.5.1 Verification of the Process working copy

Before transmitting the Process working copy to PPS, the PPL shall fully review and
validate comments on each P&ID. The verification procedure shall be concluded by PPL
signature followed by the mention "Ready for transfer to PPS" and the date.

4.5.2 Elaboration of P&ID MASTER by PPS

The P&ID Preparation Section shall:
• Highlight on Discipline working copies all comments reported on P&ID Master,
• Clarify with PPL or PSL all inconsistent or missing comments,
• Identify on P&ID Master final comments generated during Interdisciplinary
collective P&ID review,
• Stamp the P&ID Master, dates and signs in the Elaboration box,
• Update the line list accordingly,
• Check that the coded drawing is fully in line with the P&ID Master.

4.5.3 Verification of P&ID MASTER by PPL or PSL

The Project Process Leader or The Project Specialist Leader shall:
• Check that all comments are incorporated on the P&ID Master,
• Check and update PPS checklist for recurrent topics,
• Date and sign the P&ID Master in the verification box.

4.5.4 Approval of P&ID MASTER by TM

The Technical Manager shall:
• Confirm that P&ID content is in line with Project requirement
• Ensure that verification and interdisciplinary reviews have been done,
• Date and sign the P&ID Master in the Approval box.

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5. FLOWCHART

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ATTACHMENT A – PROCESS VERIFICATION SHEET

FORM-SSA-ENGTEC-001-E

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