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JUL-AUG 2018

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SYSTEM INTEGRATION 28 INTECH JULY/AUGUST 2018 WWW.ISA.ORG ISA-TR106.00.02-2017, Procedure Au- tomation for Continuous Process Op- erations – Work Processes, applies to new process facilities and to control upgrades in existing facilities. This technical report is not intended to instruct organizations on how to identify and justify projects or to pro- vide the details of work processes, but rather to set forth a generic set of work processes to guide procedure auto- mation project execution phases. The primary intended audience is techni- cal managers, project managers, and engineering personnel responsible for the automation of continuous process operations in new and existing plants. "The work processes used by end us ers are critical for the successful completion of capital projects and proj- ects funded out of operating expenses," points out ISA106 member Dave Em- erson of Yokogawa. "The new techni- cal report provides a guide to how end users' work processes can be designed to account for the automation of con- tinuous process operations. It reflects the combined knowledge and foresight of engineers from many different end users, automation suppliers, and con- sultants. The knowledge in this techni- cal report can and should be used by owner operators to improve their own work processes, by automation suppli- ers to improve products and services, by consultants to help improve end users, and by automation suppliers to make the process industries safer and more efficient." This technical report organizes work processes for developing and main- taining automated procedures into a life-cycle reference model in order to provide context to work processes and make them more sustainable. The life-cycle reference model described in this technical report is intended to be incorporated into an operating organi- zation's project methodology, such as common gate-oriented or "V model" project methodologies. Integrating the life-cycle reference model and associated work processes into an organization's project method- ology is a critical factor for achieving financial and operational success with procedure automation. The life-cycle reference model and associated work processes may be scaled up, for large and "mega" projects, or scaled down for operational activities. In the ISA-106 automated procedure R equirements and design Procedure requirements Implementation Create implementation modules Operation Planning and definition Setting the scope Design implementation modules Test environment implementation Documentation and training Installation and commissioning Operational audit Retirement Life-cycle instance Work plan Procedure automation strategy Updated automated procedure Instance-specific philosophy Tool kits Acceptance test execution Monitoring Operator feedback Project audit Feedback Procedure automation philosophy Tool kits New automated procedure New project or major changes Test plan Integrating the life-cycle reference model and associated work processes into an organization's project methodology is a critical factor for achieving financial and operational success with procedure automation.

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