Check Engineering Documents

PLP-200-056-0005
+
Checking @ Hatch

“@ Hatch, nothing leaves the door without

being checked”

Copyright © Hatch 2016. All Rights Reserved.

Modules – Eng. Delivery Best Practices
• Module 1 : Prepare Engineering Calculations
• Module 2 : Check Engineering Documents
• Module 3 : Prepare package technical documents
Prepare an equipment package
• Module 4 : Conduct Internal Reviews
• Module 5 : Safety in Design
• Module 6 : Perform Design Review
Table of Contents
• Purpose
• Checking Fundamentals
• Scope
• Workflow
• Roles & Responsibilities
• Procedure (Steps)
• Digital Tools
• Resources/ References
Objective of this Session

• Learn the correct sequence of activities for checking a

document
• Learn what documentation is required and how to
correctly use it
• Understand what steps are mandatory and how to apply
them
• Understand what tools are available for implementation of
the procedure
Purpose
• Checking is one of a number of activities that helps to assure the quality
of documents and drawings produced.

• Checking brings the benefits of having ’another pair of eyes‘ from

within the originating discipline check the completeness and accuracy of
the work and reduces the risk of human error in the design process.

• PLP-200-056-0005
• PLP-200-056-0005-Infra
Purpose (cont’d)
• Quality
• Reputation
• Record of compliance with corporate quality management
practices
• Verifiable by independent (or internal) audit
• PLP Procedure updates are pending, but fundamentals will
remain the same.
Checking Fundamentals
CHECKING ROLES:
Everyone @ Hatch is Originator – Individual responsible for a

responsible to check deliverable. Cannot be the Checker.

their work and have it Checker – Responsible to check the

deliverable.  Must be competent to
independently checked perform the check.

before submission and Approver – Approves the deliverable for

approval.
submission. Responsible to ensure
checks are performed.
Checking Fundamentals

Everyone @ Hatch checks their work

Self-check your own work (before an independent check)

Get your work checked by somebody competent

Store records of checking

Checking Fundamentals
Multiple Participants A minimum of two people involved (“another pair of eyes”)

Independent Checks The Checker and Originator cannot be the same person.

Dialogue Active discussion about the deliverable

Complete your checks in a timely manner.

Timely Response Something major identified? Alert the Originator immediately.

Consistent Application All deliverable revisions checked with the same process.

Maintain clear quality records documenting the checking

Traceability process.
Scope
• Applies to:
 Engineering Deliverables
 Hatch Documents- Specs, Calculations, Reports
 All Drawings
 3D Model Data
• Does Not Apply to:
x Internal Review
x 3D Model Review
x Vendor Design Review
Procedure
‒ Key Requirements
• Deliverable documents issued for monetary purposes
must be checked
• Drawing and/or Document checking package must be
prepared by originator
• Follow same checking process after a document has
been approved and issued preferably by the same
personnel
• No questions on drawing check prints
Checking Guidelines
‒ All Documents Should Be Checked For:
Format
- Hatch and/or Project Standards
- Responsibility of PSG (Documents only)
- Responsibility of PAT (Drawing Borders)
- Responsibility of Checker (Drawings)
Checking Guidelines (alternate)
‒ All Deliverables shall have their information standards checked,
including:
Information Standard Check:
- Document Templates (Hatch or Project Specific) - PSG
- Drafting Standards (Hatch or Project Specific) – Designers
- Drawing Borders (at project setup) – PAT
Checking Guidelines (cont’d)

 Technical Input Check:

- Correctly and clearly referenced and applied
- May include calculations, design criteria, vendor information, codes
and standards, assumptions, etc. – Source of info must be verifiable
 Technical Content Check:
- Technical content scope is defined to the required level and accurate
- Avoid duplications or conflict
- Interfaces with other disciplines, vendors, third-party
 Deliverable Lifecycle & Workflow
Engagement Winning Work Initiation & Transition Planning & Setup Execution & Control Close-out
Lifecycle

Deliverable Create Develop Self-Check

Independent
Approval Publish Transmit
Check
Lifecycle Originator Originator Originator Checker Approver Originator

Corrections/Comments? - Revise as necessary

Checking
Workflow Originator Originator Checker Originator Checker Approver

Corrections/Comments? - Revise as necessary

Checking Drawings - Roles and Responsibilities
Roles and Responsibilities (Drawings)
Responsible Lead Discipline Responsible Drawing
Key Activity Drafter
Designer Engineer Engineer Checker

Apply this Procedure R A R R R

Prepare drawing
R A I I
checking package

Assign Checkers I R I I

Check and
A R
back- check drafting
Perform Engineering
A R
check of drawings
Make corrections and
R
self-check
Maintain document
history file including R A
check prints

File checking records R A

Legend: (R) Responsible (A) Accountable (C) Consulted (I) Informed

Drafting Check
Scope of Checking Includes:
Format
‒ Client Requirements
‒ Global Hatch and Project standards
‒ Numbering, titling, revision, format
‒ General drafting format
‒ Drafting and design practice such as
dimensioning, sectioning
‒ Arithmetical correctness of dimension
systems
Input
‒ General engineering design practice
‒ Applicable Codes & Standards
‒ Other discipline data, vendor data,
design criteria, lists
Content
‒ Spell Check
‒ Completeness and accuracy
‒ Duplication or conflict
Drawing Package (Electronic or
Paper)
Responsible Designer
• Drawing History File Face Sheet (PLP-200-086-0016)
• Drawing Checking and Coordination Sheet (PLP-200-086-0017)
• General Drafting Checklist (PLP-200-008-0005)
• Discipline Specific Checklist (if available)
• Forms available in Microsoft Word under Global Tab
Intra-Discipline Check

• Check print Stamp applied to each drawing or set of

drawings by one of the following methods:
 Electronically to the drawing
 By stamping the hard copy print
 By attaching a cover sheet with the check print stamp to a set of drawings
• A signed record of who checked the document and when
• Despite the digital history available, Check Print allows for quick view of
checking status and ensures ownership and accountability
Color Codes
PLP DIGITAL CHECKING
Step Responsibility Action Status Colour

Confirm
Independent Check Checker Correct Yellow
correct

Identify as
Independent Check Checker Incorrect Red
incorrect 

Confirm
Corrections Originator Corrected Green
corrected 

Independent Verify
Checker Accepted Blue
Backcheck corrected

Independent Verify
Checker Rejected Red
Backcheck incorrect
Drawing Checking Package
Step 1 Responsible Designer
Prepares Checking Package:
Step 2
• History File Face Sheet
Step 3 • Checking Coordination Sheet

Step 4 • History File Available

Step 5

Step 6
John Smith JSmith Jan 1, 2012

Step 7
Drawing Checking Package
Step 1 Checker
Completes Check:
Step 2
• Format, Input, Content
Step 3 • Drafting Check

Step 4 • Verifies Checklists

• Verifies Drawing Coord. Sheet

Step 5
• Signs Check-Print Stamp
Step 6
John Smith JSmith Jan 1, 2012

Step 7
Drawing Checking Package
Step 1 Responsible Engineer
Step 2 • Ensures Engineering requirements

Step 3 and Statutory requirements are met

• Reviews comments and corrections
Step 4
• Signs Check-Print Stamp
Step 5

Step 6
John Smith JSmith Jan 1, 2012
Jane Doe JDoe Jan 2, 2012
Step 7
Drawing Checking Package
Step 1 Lead Discipline Engineer
Step 2 • Ensure Project Requirements are
met
Step 3
• Reviews Comments and
Step 4
Corrections
Step 5
• Indicate if Internal Review
Step 6
Required
John Smith JSmith Jan 1, 2012

Step 7 Jane Doe

• Signs Check-Print Stamp
Bob Jones
JDoe
BJones
Jan 2, 2012
Jan 2, 2012

BJones
Drawing Checking Package
Step 1 Originator

Step 2 Back Draft and Self Check

• All comments/corrections must be
Step 3
addressed
Step 4
• Comments/corrections not incorporated
require notation
Step 5
• Sign Check-Print Stamp
Step 6
John Smith JSmith Jan 1, 2012

Step 7 Jane Doe

Bob Jones
JDoe
BJones
Jan 2, 2012
Jan 2, 2012
Jerry John JJohn Jan 2, 2012

BJones
Drawing Checking Package
Step 1 Checker
Step 2 Back-check Drawing
• Verification that requested changes
Step 3
were made appropriately
Step 4
• Not used as a further check-print
Step 5
• Sign Check-Print Stamp
Step 6
John Smith JSmith Jan 1, 2012
Jane Do JDoe Jan 2, 2012
Step 7 Bob Jones BJones Jan 2, 2012
Jerry John JJohn Jan 2, 2012
eJohn Smith JSmith Jan 3, 2012

BJones
Drawing Checking Package
Step 1 Responsible Designer
Step 2 Update History File

Step 3

Dwg Coord Sht

Step 4

Checklists
Reference…
Step 5

Reference…
Step 6 Cover
Sheet

Step 7
Document Checking - Roles and Responsibilities
Roles and Responsibilities (Documents)
Responsible Lead Discipline Document
Key Activity Originator
Engineer Engineer Checker
Apply this Procedure R A R R
Prepare document checking package
R A
and coordinate checking process
Assign Checkers I R I
Check and
A R
back- check document

Make corrections and self-check R

Maintain document history file

R A
including check prints

File checking records R A

Legend: (R) Responsible (A) Accountable (C) Consulted (I) Informed

Documents to be checked:
Applies to

General and Commercial documents Technical documents

• Calculations (Refer to PLP-200-056-0004,
•Contract and procurement documentation Prepare Engineering Calculations)
oProject controls reports • Data sheets
•Cost estimates • Design basis
oProject execution/work plans • Design criteria
• Technical lists(Electrical load lists, LDT, heat
•Schedules and material balances etc.)
oProject management plans • Equipment lists
•Procedures • Material take-offs
oProposals • Reports
•Procurement reports • Specifications
• Scopes of work
• Technical bid evaluations
Document Check
Scope of Checking Includes:
Format Content
‒ Client Requirements ‒ Spell Check
‒ Global Hatch and Project standards ‒ Completeness and accuracy
‒ Numbering, titling, revision, format ‒ Duplication or conflict

Input
‒ General engineering design practice
‒ Applicable Codes & Standards
‒ Discipline data, design criteria, lists,
Color Codes
PLP DIGITAL CHECKING
Step Responsibility Action Status Colour

Confirm
Independent Check Checker Correct Yellow
correct

Identify as
Independent Check Checker Incorrect Red
incorrect 

Confirm
Corrections Originator Corrected Green
corrected 

Independent Verify
Checker Accepted Blue
Backcheck corrected

Independent Verify
Checker Rejected Red
Backcheck incorrect
Document Checking Package
Step 1 Responsible Engineer
• Prepare Package
Step 2
• Input and Criteria must be clearly
Step 3 stated
• Check Print Stamp
Step 4

Step 5

Step 6
Document Checking Package
Step 1 Checker
Step 2 Completes Check:
Step 3 • Format, Input, Content
Step 4 • Signs Check-Print Stamp (hard
Step 5 copy)
John Smith JSmith Jan 1, 2012
Step 6 Jane Doe JDoe Jan 2, 2012
Document Checking Package
Step 1 Lead Discipline Engineer
Step 2 • Reviews Comments and
Step 3 Corrections

Step 4 • Indicate if Internal Review

Step 5 Required

Step 6
• Signs Check-Print Stamp
John Smith JSmith Jan 1, 2012
Jane Doe JDoe Jan 2, 2012
Bob Jones BJones Jan 2, 2012

BJones
Document Checking Package
Step 1 Originator/Responsible Engineer

Step 2 Back Draft and Self Check

• Make all necessary corrections
Step 3
• Comments/corrections not
Step 4
incorporated require notation
Step 5
• Sign Check-Print Stamp
Step 6
John Smith JSmith Jan 1, 2012
Jane Doe JDoe Jan 2, 2012
Bob Jones BJones Jan 2, 2012
Jane Doe JDoe Jan 2, 2012

BJones
Document Checking Package
Step 1 Checker

Step 2 Back-check Document

• Check all relevant comments have
Step 3
been incorporated
Step 4
• Sign Check-Print Stamp
Step 5

Step 6 John Smith

Jane Doe
JSmith
JDoe
Jan 1, 2012
Jan 2, 2012
Bob Jones BJones Jan 2, 2012
Jane Doe JDoe Jan 2, 2012
John Smith JSmith Jan 1, 2012

BJones
Document Checking Package
Step 1 Responsible Engineer
Step 2 • Update File
Step 3 - Hard Copy (Project
Step 4 Discipline Files)

Step 5 - Electronically (EDMS)

Step 6
Digital Tools

All deliverables follow the same Deliverable Lifecycle

& Checking Workflow (regardless of format & tool)

File format determines the tools used

Models (.nwf / .i.dgn)

Documents (.doc / .pdf)
Typical Deliverable Containers: Drawings (.pdf)
Data (.xlsx, .pdf)
Digital Checking of Documents (.docx)

‒ Tool: Microsoft Word

‒ Format: .docx
‒ Methodology: 
1. Checker enables “Tracked Changes”
2. Checker edits content and provides
comments
3. Originator accepts/rejects edits and
addresses comments
4. Checker “resolves” comments
‒ Procedures:
‒ Digital Checking of Documents (.docx)
Digital Checking of Documents & Drawings (.pdf)

‒ Tool: Bluebeam
‒ Format: .pdf
‒ Methodology: 
1. Checker adds markups and
comments.  
2. Originator corrects markups and
addresses comments
3. Checker verifies markup correction
‒ Procedures:
‒ Digital Checking of Documents & Draw
ings (.pdf)
Digital Checking of Documents & Drawings (Brava)

‒ Tool: Brava
‒ Format: .pdf
‒ Methodology: 
1. Checker adds markups and
comments.  
2. Originator corrects markups and
addresses comments
3. Checker verifies markup correction
‒ Procedures:
‒ User Guide – Brava Markup Tool
Digital Checking of Calculations & Data (.pdf)

‒ Tool: Bluebeam
‒ Format: .pdf
‒ Methodology: 
1. Originator converts calculations &
tabular data (i.e. MTO) into a pdf which
is checked as a document 
‒ Procedures:
‒ Digital Check of Documents & Drawings
(.pdf)
 Collaborative Checking (pdf)
ideal for multi-party discipline, inter-discipline &
‒ Tool: Bluebeam Studio external (client) checks/reviews
‒ Format: .pdf
‒ Methodology: 
1. Originator (or delegate) uploads files to be
checked to an “online review session”
2. Multiple Checkers markup
documents/drawings in parallel
3. Originator (or delegate) downloads checked
files to Electronic Document Management
System for quality records

‒ Procedures:
‒ Studio Basics & Log In (video tutorial)
‒ Studio Sessions (video tutorial)
collaborate in real time with any number
of participants (internal & external)
Digital Checking of Models (.i.dgn, .nwf)
‒ Tool: Navigator / Navisworks
‒ Format: .i.dgn, .nwf
‒ Methodology:
1. Models are checked digitally through a
variety of means (i.e. clash detection, red
lining)
‒ Procedures:
‒ Practice & Discipline Procedures
‒ Project Specific Procedures
‒ Sample Procedures
‒ Check Structural Steel Models
Digital Checking of Analytical Models
‒ Tool: Analytical Modelling Tools (various)
‒ Format: Native Format (or .pdf)
‒ Methodology: 
1. Checker to verify input (through original input, notes in Word
document or pdf of the input)
a. Create status list for corrections to be made
2. Checker to verify acceptability of output (through original
output or pdf of the output)
3. Originator to combine input and output verification notes into a
single markup document 
4. Originator to review and disposition the markups 
5. Checker to verify that markups have been properly addressed
‒ Procedures:
‒ Digital Checking of Documents (.docx)
‒ Digital Checking of Documents & Drawings (.pdf)
 Quality Records
‒ Tool: iPas DM or ProjectWise (EDMS)
‒ Format: All
‒ Methodology:
1. Records of checking (files) must be stored in an
Electronic Document Management System (EDMS)
as evidence a quality check was performed
2. ProjectWise can use built-in status features
(Dwg_Check, Dwg_Release) for markups, and
version control for checks of subsequent revisions

Reach out to local Document Control Corporate SharePoint & Teams is not
teams for assistance in storing project acceptable for project data storage
records
Resources
• For Questions?
• Project Lead Discipline Engineer
• Office Discipline Engineer
• Project Engineering Manager
• Quality Manager 
• Hatch PLP Engineering Coordinator
• Virtual Collaboration and Checking Presentation
• Procedures
• InsideHatch->PLP icon ->Documentation ->Procedures and other documents ->
Engineering
• PLP-200-056-0005 ( Check Engineering Documents)
• Delivery Knowledge Portal (Bluebeam)
Questions