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FREE Integrated Instrument Index Excel Template for ISA-TR20 Forms

  • ​ANSI/ISA-5.1-2024 Instrument Identifications Enabled Instrument Index
  • Integrated or Standalone Instrument Index Excel Template Supports all 270+ Instrument Specification Forms​​​
  • 100+ Integrated or Manual Entry Instrument Specification Forms Fields 
  • 60+ Additional Manual Entry Instrument Index Fields
  • 17+ Default Custom Views plus Additional User Definable Custom Views
  • Drop-down Sort and Text Filter Options
  • Calculated Percent Complete for Each Field
  • Supports User Definable Reports for Printing
  • Dashboard User Interface for Managing Multiple Project Instrument Index Spreadsheets
  •  Work Process Documentation and Tutorials​
  • Macro Enabled Microsoft® Word Forms and Excel Spreadsheet

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​​About the Integrated or Manual Entry Instrument Index Website

ISA-5.1-2024 Instrument Identifications Number administration and generation specsandIndex.com is a website which aims to publish and solicit FREE crowdsourced information about:

  • Instrument Index integration with ISA TR20 style specification forms
  • ISA-5.1-2024 Instrument Identifications Number administration and generation 
  • Standalone instrument index with fields and drop-down list equivalent to those in ISA TR20 forms
  • Instrument index fields including integrations with typical P&ID properties such as:
    • Drawing number, Tag number, Failure mode, and Line number properties
    • International standard location properties and relative location description
    • Related Equipment number and Service description
    • Drawing status and data checking status
  • Documenting Safety classifications such as Hazardous Area Classification and Criticality Classification
  • OSHA required Design Operating conditions and Device performance ratings
  • Instrument Calibration ranges and signal Action mode
  • Loop and additional tag properties
  • Cross reference to related drawings, systems and packages used for sorting information
  • Milestone and Status fields to analyze work requirements and completion status
  • Custom Views of Instrument Index data to facilitate efficient work processes and reviews

About the Integration

Many Analogous Phrases Referencing This Style Integrated Instrument Index

Historical precedence and human tendency to shorten references to commonly understood practices or work products, has resulted in many names of different precision, for index documents used to specify modern instruments and their cross-reference:

•Instrument index

•Instrument index template

• Excel instrument index

• Instrument index list

• Instrument list

• Instrument schedule

•Instrument index excel

•instrument index sheet

• Instrument index spreadsheet

•Integrated instrument index

•Other permeations of these keywords

This diversity of terminology sometimes hinders recognition of these engineering tools used to manage such data.

Design Based on ISA TR20.00.01 Specification Forms STYLE and Content

Timeline of Integrated Instrument Index Development

• 2017-2021 Integrated Instrument Index using Microsoft Excel template is compatible with all Crowd sourced Word XML form templates using modified TR20.00.01 Specification Forms STYLE AND CONTENT and is available on this InstrumentspecsandIndex website

Timeline of Standalone Manual Entry Instrument Index Development

  • 2022 Drop-down list equivalent to those used in the ISA TR 20 corresponding fields, were added.
    • US Customary units and International System of Units (SI) for pick list data and compliance with ISA standards development requirements
    • Hazardous Area Classification identifications with NFPA 70®: National Electrical Code®
    • Design operating limits definitions with ASME B31.3-2012 - Process Piping (ansi.org)
    • "Type of protection" classifications following ANSI/ISA 12.12 series of standards
    • Abbreviations with ASME Y14.38 1999
    • Criticality Classification terminology to harmonize with ISA-TR91.00.02-2003 Criticality Classification Guideline for Instrumentation
    • ANSI/ISA-95.00.01-2010 (IEC 62264-1 Mod) Enterprise-Control System Integration - Part 1: Models and Terminology
    • Area Classification identifications with ANSI/ISA-60079-0 (12.00.01)-2013 Explosive Atmospheres - Part 0: Equipment - General Requirements
    • Terminology with IEC Common Data Dictionary for properties in common.
    • Health Hazard terminology with A Guide to The Globally Harmonized System of Classification and Labeling of Chemicals (GHS)
    • Common terminology with IEC 60050 - International Electrotechnical Vocabulary
  • 2022 Validation functions applied to fields to restrict data to proper data type:
    • Text max length less than or equal to 27 warning to maintain compatibility with modified ISA TR 20 forms
    • Format text fields to prevent Excel conversion of text to numbers
    • Decimal number type for numeric data fields
    • Whole number type for appropriate fields
    • Yes/No enforced for "Requires power supply"
    • Date format for date fields
    • List validation warnings for Drop-down list values that are documented as Named Ranges on the Drop-down List workbook sheet
    • "NA" abbreviation for not applicable value for most text fields
  • 2022 Custom Views Upgrades
    • Updated 8 existing views to include new fields
    • Added 9 new views to align with new work activities/processes
  • 2022 Enhanced user interface
    • Added Data Group categories color-coded header rows for different groups
    • Added UserForm for ISA-5.1-2024 Instrument Identification Number Administration and Enabler

Review All Instrument Forms/Tag Data in Excel Instrument Index

View of All Instruent Forms/Tag Data in Excel SpreadsheetIntegrated Instrument Index Excel Template Review All Instrument Specification Forms/Tag Data in Instrument Index

Review Instrument Specification Forms data and manually entered Instrument Index data for all or filtered documents or Tags:

• 17 Custom views of fields

•Percentage completeness (non-blank)

•Default sort by Loop Name plus Keywords (Formatted Identification/Tag Number)

•Sort A to Z or Z to A

•Consistency/frequency of entered values

•Color and sort by color

•Text filter search

•Customizable reports for printing

•All Microsoft formatting and Share functionality

 ISA TR20.00.01 Specification Forms STYLE Data Copied to Excel Instrument Index

Selected Data Automatically Copied When Specification Form is Saved

List of Consistent Specification Form Design for Data Exchange of all Forms
  • Data is copied into Instrument Index but cannot be updated from there.
  • Default data exchange can be modified by adding or deleting Instrument Index columns

Extended Manual Data Entry Properties of Instrument Index Template

  • Data can be entered before or after Specification Form has been saved as long as Document Number is identical on both documents

  • Default fields can be modified by adding or deleting Instrument Index columns.
  • Milestones and Status for all major deliverables
List of Default Instrument Index Properties from External Engineering/Design Work Processes

Support Efficient Work Process  

 Dashboard User Interface for Managing Multiple Project Spreadsheets

View of Intrurment Index Dashboard Section to Manage Multiplr Project Spreadsheets
  • User definable file structure can support multiple projects or sub-projects.
  • Historical archived project data can be reviewed if not deleted
  • Externally created spreadsheets can be added and reviewed

Instrument Index Views Facilitate Managing Work Process Related Data

  • 17 Custom Views allow grouping and limiting data presentation
  • Additional Custom Views can be created by editing the All Data View and assigning a new view name
  • All views include Document Identification and Administrative Identifications fields for use in filtering or sorting query results
  • Filter and sort criteria can be saved with view
  • All drop-down list and validation functions are present in views
View of Instrument Index Views for Managing Work Processes Related Data

 Filtered Tabular Data Presentation Can Be Instrumental in Review

View of Index Data Filter Option list
  • Review for inconsistencies between multiple forms

  • Calculated Percent Complete for filtered data sets 

  • Color coding of data can communicate review status

Comparing Safety Design Requirements with Device Performance Ratings

  • Organizing Operating Parameter Design Requirements in the same view as Device Performance Ratings will optimize the quality of this design activity

  • Color coding of data can communicate issues needing attention
View of Index Data Comparing Safety Design Requirements with Device Performance Ratings

Milestone and Status Fields Facilitate Estimating Deliverables

Milestone and Status Fields Facilitate Estimating Instrument Index Deliverables
  • 22 Deliverables are listed and can be progressed for manpower planning or completion progress
  • Percent complete calculations can be used with filters to estimate completions

System Properties Facilitates Assignment of I/O types and Counts

System Properties Facilitates Assignment of Instrument Index I/O types and Counts
  • The Document Identification and Administrative Identification fields included in this view allow reporting of grouped records at a very high degree.

User Activated UserForm Enabled

UserForm for data input
  • Compliant ISA-5.1-2009/2022 Instrument Identification Numbers are generated and saved to the spreadsheet
  • Additional tags can be added and saved by simply editing selected data from previous tag and clicking the save command button
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