IEC 62708:2015
(Main)Documents kinds for electrical and instrumentation projects in the process industry
Documents kinds for electrical and instrumentation projects in the process industry
IEC 62708:2015 defines specific documents and their basic content required for electrical and instrumentation projects in the process industry. It specifies the document kind name and the mandatory content of the document kind.
Types de documents pour les projets relatifs aux systèmes électriques et aux instruments de fonctionnement dans l'industrie de transformation
L'IEC 62708:2015 définit des documents spécifiques ainsi que leur contenu de base requis pour les projets relatifs aux systèmes électriques et aux instruments de fonctionnement dans l'industrie de transformation. Elle spécifie le nom du type de document et le contenu obligatoire du type de document.
General Information
- Status
- Published
- Publication Date
- 24-Feb-2015
- Technical Committee
- TC 65 - Industrial-process measurement, control and automation
- Drafting Committee
- WG 15 - TC 65/WG 15
- Current Stage
- PPUB - Publication issued
- Start Date
- 25-Feb-2015
- Completion Date
- 15-Feb-2015
Overview
IEC 62708:2015 is an international standard published by the International Electrotechnical Commission (IEC) that defines document kinds for electrical and instrumentation (E&I) projects in the process industry. Its primary focus is to establish standardized names and mandatory content requirements of various document types used throughout E&I engineering projects. This standard fosters clear communication, consistent documentation, and improved cooperation among stakeholders in the process industry worldwide.
By specifying document kinds with detailed content guidelines, IEC 62708:2015 minimizes the risks of misinterpretation and inconsistencies when multiple partners collaborate on complex industrial projects involving electrical and instrumentation systems. The standard supports the seamless exchange and management of engineering documents, pivotal for efficient project execution and quality assurance in the process sector.
Key Topics
Document Kind Names: IEC 62708 defines standardized names for each document type, harmonizing the terminology used across international engineering projects.
Mandatory Content: For each document kind, the standard specifies the essential content elements to ensure clarity, completeness, and uniformity in project documentation.
Scope of Use: The standard covers all typical E&I documents relevant to process industries such as chemical, petrochemical, oil and gas, and pharmaceuticals.
International Cooperation: Facilitates efficient collaboration among diverse partners by establishing a common language in document preparation and exchange.
Conformity and Requests: The standard addresses conformity requirements and the procedures to request specific document kinds, ensuring project compliance.
Multilingual Support: Annexes provide names of document kinds in multiple languages (English, French, Chinese, German) to support global implementation.
Applications
IEC 62708:2015 is crucial for engineers, project managers, contractors, and documentation specialists involved in electrical and instrumentation projects within the process industry. Typical applications include:
Project Documentation Management: Standardizing deliverables across multi-partner projects, avoiding discrepancies and reducing rework.
Engineering Specifications and Designs: Ensuring detailed and consistent documentation for electrical schematics, instrumentation diagrams, cable lists, and more.
Quality Assurance and Control: Facilitating clear documentation for testing, maintenance, and operational procedures.
Contractual and Legal Compliance: Providing a reliable reference that supports contractual duties related to documentation deliverables.
Training and Knowledge Transfer: Offering a common framework for teaching and guiding new practitioners in project documentation standards.
Digital Document Handling: Complementing IEC 61355 database usage to improve digital storage, retrieval, and handling of engineering documents.
Related Standards
IEC 61355: Classification and designation of documents for plants, systems, and equipment – closely related for document management and classification.
IEC 61508: Functional safety of electrical/electronic/programmable electronic safety-related systems – overlaps in documentation practices for safety instrumented systems.
ISO 9001: Quality management systems – supports documentation control processes complementary to IEC 62708 guidelines.
IEC 61131: Programmable controllers – relates to programming documentation within electrical and instrumentation projects.
Keywords: IEC 62708, process industry standards, electrical documentation, instrumentation projects, engineering document kinds, project documentation, electrical and instrumentation standards, IEC electrical standards, process automation documentation, international engineering standards
Frequently Asked Questions
IEC 62708:2015 is a standard published by the International Electrotechnical Commission (IEC). Its full title is "Documents kinds for electrical and instrumentation projects in the process industry". This standard covers: IEC 62708:2015 defines specific documents and their basic content required for electrical and instrumentation projects in the process industry. It specifies the document kind name and the mandatory content of the document kind.
IEC 62708:2015 defines specific documents and their basic content required for electrical and instrumentation projects in the process industry. It specifies the document kind name and the mandatory content of the document kind.
IEC 62708:2015 is classified under the following ICS (International Classification for Standards) categories: 01.110 - Technical product documentation; 25.040.40 - Industrial process measurement and control. The ICS classification helps identify the subject area and facilitates finding related standards.
You can purchase IEC 62708:2015 directly from iTeh Standards. The document is available in PDF format and is delivered instantly after payment. Add the standard to your cart and complete the secure checkout process. iTeh Standards is an authorized distributor of IEC standards.
Standards Content (Sample)
IEC 62708 ®
Edition 1.0 2015-02
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
Document kinds for electrical and instrumentation projects in the process
industry
Types de documents pour les projets relatifs aux systèmes électriques et aux
instruments de fonctionnement dans l'industrie de transformation
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IEC 62708 ®
Edition 1.0 2015-02
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
Document kinds for electrical and instrumentation projects in the process
industry
Types de documents pour les projets relatifs aux systèmes électriques et aux
instruments de fonctionnement dans l'industrie de transformation
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
INTERNATIONALE
ICS 01.110; 25.040.40 ISBN 978-2-8322-2227-0
– 2 – IEC 62708:2015 IEC 2015
CONTENTS
FOREWORD . 4
INTRODUCTION . 6
1 Scope . 7
2 Normative references . 7
3 Terms, definitions, abbreviated terms and acronyms . 8
3.1 Terms and definitions . 8
3.2 Abbreviated terms and acronyms . 9
4 Conformity . 10
4.1 Document . 10
4.2 Document request . 10
5 Document kinds . 10
Annex A (informative) Names of document kinds in different languages . 23
Annex B (informative) Examples . 29
Bibliography . 70
Figure B.1 – AB001 list of documents . 30
Figure B.2 – BB001 punch list . 31
Figure B.3 – BE001 manpower mobilization plan . 32
Figure B.4 – DA001 instrument data sheet . 33
Figure B.5 – DC001 test and maintenance recommendations . 34
Figure B.6 – DZ001 test and maintenance requirements . 35
Figure B.7 – EC002 electrical consumer list . 36
Figure B.8 – EC008 heating circuit list . 37
Figure B.9 – EC009 requirement specification. 38
Figure B.10 – EC010 specification sheet . 39
Figure B.11 – EC011 loop list . 40
Figure B.12 – EC014 construction bill of quantities . 41
Figure B.13 – EC015 specification E&I process connections . 42
Figure B.14 – ED006 Ex-i calculation sheet . 43
Figure B.15 – ED007 heat dissipation summary . 44
Figure B.16 – FA001 electrical single line diagram . 45
Figure B.17 – FA002 structure diagram DCS-PLC-SIS . 46
Figure B.18 – FB001 piping and instrumentation diagram (P&ID) . 47
Figure B.19 – FE001 function description . 48
Figure B.20 – FF001 function block diagram . 49
Figure B.21 – FF002 cause and effect matrix . 50
Figure B.22 – FP001 signal list . 51
Figure B.23 – FP002 I/O list . 52
Figure B.24 – FQ001 trip point list . 53
Figure B.25 – FQ002 configuration parameter list . 54
Figure B.26 – FS002 loop diagram . 55
Figure B.27 – FS003 bus layout drawing . 56
Figure B.28 – LD003 plot plan E&I . 57
Figure B.29 – LD006 arrangement drawing . 58
Figure B.30 – LU001 cabinet layout drawing . 59
Figure B.31 – MA001 terminal connection diagram . 60
Figure B.32 – MA003 conceptual wiring diagram . 61
Figure B.33 – MB001 cable list . 62
Figure B.34 – MB002 cable laying list . 63
Figure B.35 – PA001 material take off . 64
Figure B.36 – PB001 spare parts list . 65
Figure B.37 – PB002 instrument index . 66
Figure B.38 – PD001 system log book . 67
Figure B.39 – TC001 installation drawing (hook up) . 68
Figure B.40 – TC002 assembly drawing . 69
Table 1 – Document kinds. 11
Table A.1 – Names of document kinds in English and French . 23
Table A.2 – Names of document kinds in Chinese and German . 26
– 4 – IEC 62708:2015 IEC 2015
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
DOCUMENT KINDS FOR ELECTRICAL AND INSTRUMENTATION
PROJECTS IN THE PROCESS INDUSTRY
FOREWORD
1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising
all national electrotechnical committees (IEC National Committees). The object of IEC is to promote
international co-operation on all questions concerning standardization in the electrical and electronic fields. To
this end and in addition to other activities, IEC publishes International Standards, Technical Specifications,
Technical Reports, Publicly Available Specifications (PAS) and Guides (hereafter referred to as “IEC
Publication(s)”). Their preparation is entrusted to technical committees; any IEC National Committee interested
in the subject dealt with may participate in this preparatory work. International, governmental and non-
governmental organizations liaising with the IEC also participate in this preparation. IEC collaborates closely
with the International Organization for Standardization (ISO) in accordance with conditions determined by
agreement between the two organizations.
2) The formal decisions or agreements of IEC on technical matters express, as nearly as possible, an international
consensus of opinion on the relevant subjects since each technical committee has representation from all
interested IEC National Committees.
3) IEC Publications have the form of recommendations for international use and are accepted by IEC National
Committees in that sense. While all reasonable efforts are made to ensure that the technical content of IEC
Publications is accurate, IEC cannot be held responsible for the way in which they are used or for any
misinterpretation by any end user.
4) In order to promote international uniformity, IEC National Committees undertake to apply IEC Publications
transparently to the maximum extent possible in their national and regional publications. Any divergence
between any IEC Publication and the corresponding national or regional publication shall be clearly indicated in
the latter.
5) IEC itself does not provide any attestation of conformity. Independent certification bodies provide conformity
assessment services and, in some areas, access to IEC marks of conformity. IEC is not responsible for any
services carried out by independent certification bodies.
6) All users should ensure that they have the latest edition of this publication.
7) No liability shall attach to IEC or its directors, employees, servants or agents including individual experts and
members of its technical committees and IEC National Committees for any personal injury, property damage or
other damage of any nature whatsoever, whether direct or indirect, or for costs (including legal fees) and
expenses arising out of the publication, use of, or reliance upon, this IEC Publication or any other IEC
Publications.
8) Attention is drawn to the Normative references cited in this publication. Use of the referenced publications is
indispensable for the correct application of this publication.
9) Attention is drawn to the possibility that some of the elements of this IEC Publication may be the subject of
patent rights. IEC shall not be held responsible for identifying any or all such patent rights.
International Standard IEC 62708 has been prepared by IEC technical committee 65:
Industrial-process measurement, control and automation.
The text of this standard is based on the following documents:
FDIS Report on voting
65/580/FDIS 65/583/RVD
Full information on the voting for the approval of this standard can be found in the report on
voting indicated in the above table.
This publication has been drafted in accordance with the ISO/IEC Directives, Part 2.
The committee has decided that the contents of this publication will remain unchanged until
the stability date indicated on the IEC web site under "http://webstore.iec.ch" in the data
related to the specific publication. At this date, the publication will be
• reconfirmed,
• withdrawn,
• replaced by a revised edition, or
• amended.
IMPORTANT – The 'colour inside' logo on the cover page of this publication indicates
that it contains colours which are considered to be useful for the correct
understanding of its contents. Users should therefore print this document using a
colour printer.
– 6 – IEC 62708:2015 IEC 2015
INTRODUCTION
The engineering in the process industry is driven by international cooperation. Due to
economic reasons, special know-how, special licence, authorization or simply capacity
utilisation the work is split between partners. They will arrange their cooperation for each
individual project differently. This requires well defined split of work and responsibilities.
Documents are the basis for these definitions since they are the result of any engineering
work.
If there is only the name of a document without further description of form and content, it will
be likely that each partner develops their own view of the result of their efforts. Therefore, for
each project the definition of deliverable documents is a major issue. The name of a
document is often used for similar but in detail different documents. This standard will take
the most commonly used name from synonymous names as the document kind name,
intending to make other alternatives obsolete.
The first aim of this standard is to avoid misunderstandings and erroneous elaboration of
documents in order to reduce additional corrective works and expenses for clarification
between partners.
The second aim is to provide the convenience of document handling by using the IEC 61355
database. This standard will provide document kind names, document kind classification
codes specified by IEC 61355, and some templates.
To cover these aims, we specify individual document kind names, but do not specify which
documents are mandatory or optional.
DOCUMENT KINDS FOR ELECTRICAL AND INSTRUMENTATION
PROJECTS IN THE PROCESS INDUSTRY
1 Scope
This International Standard defines specific documents and their basic content required for
electrical and instrumentation projects in the process industry.
This standard specifies the document kind name and the mandatory content of the document
kind.
Documents used in the phases of a project from the concept phase to the mechanical
completion are covered (see IEC 62337).
Documents for project management and quality assurance are included.
Documents for commercial project administration are excluded.
Examples of documents are provided for easy reference, understanding and usage.
2 Normative references
The following documents, in whole or in part, are normatively referenced in this document and
are indispensable for its application. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any
amendments) applies.
IEC 60617, Graphical symbols for diagrams
IEC 60079-10-1, Explosive atmospheres – Part 10-1: Classification of areas – Explosive gas
atmospheres
IEC 60079-11, Explosive atmospheres – Part 11: Equipment protection by intrinsic safety "i"
IEC 61082-1, Preparation of documents used in electrotechnology – Part 1: Rules
IEC 61131-3, Programmable controllers – Part 3: Programming languages
IEC 61355 (all parts), Classification and designation of documents for plants, systems and
equipment
IEC 61355-1:2008, Classification and designation of documents for plants, systems and
equipment – Part 1: Rules and classification tables
IEC 61511 (all parts), Functional safety – Safety instrumented systems for the process
industry sector
IEC 61987-10, Industrial-process measurement and control – Data structures and elements in
process equipment catalogues – Part 10: Lists of properties (LOPs) for industrial-process
measurement and control for electronic data exchange – Fundamentals
– 8 – IEC 62708:2015 IEC 2015
IEC 62337, Commissioning of electrical, instrumentation and control systems in the process
industry – Specific phases and milestones
IEC 62381, Automation systems in the process industry – Factory acceptance test (FAT), site
acceptance test (SAT), and site integration test (SIT)
IEC 62424, Representation of process control engineering – Requests in P&I diagrams and
data exchange between P&ID tools and PCE-CAE tools
IEC 82079-1, Preparation of instructions for use – Structuring, content and presentation –
Part 1: General principles and detailed requirements
ISO 10006, Quality management systems – Guidelines for quality management in projects
ISO 10628, Flow diagrams for process plants – General rules
3 Terms, definitions, abbreviated terms and acronyms
3.1 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
3.1.1
activity
smallest identified item of work in a project
[SOURCE: ISO 10006: 2003, 3.1]
3.1.2
document
fixed and structured amount of information intended for human perception that can be
managed and interchanged as a unit between users and systems
[SOURCE: IEC 61355-1: 2008, 3.2, modified – notes removed for easy understanding.]
3.1.3
document kind
type of document defined with respect to its specified content of information and form of
presentation
[SOURCE: IEC 61355-1: 2008, 3.6, modified – note removed for easy understanding.]
3.1.4
document request
document which requests to prepare or provide a set of documents
3.1.5
documentation
collection of documents related to a given subject
[SOURCE: IEC 61355-1: 2008, 3.5, modified – notes removed for easy understanding.]
3.1.6
export permission
authority permission to transport e.g. embargo goods from the country of origin to its intended
country of destination
3.1.7
identifier
attribute associated with an object to unambiguously distinguish it from other objects within a
specified domain
[SOURCE: IEC/ISO 81346-1: 2009, 3.10]
3.1.8
process industry
industry that uses chemical reactions, separations, or mixing techniques in order to create
new products, modify existing products or treat waste and includes the following types of
industries: chemical, petrochemical, waste treatment, paper, cement, etc. It does not include
such industries as equipment/machine manufacturing or similar industries. Industries which
are subject to special requirements and or validation, etc. are also not included
[SOURCE: IEC 62337: 2012, 3.13]
3.1.9
project
sum of commercial, technical and other activities related to a specific object
[SOURCE: IEC 61355-1: 2008, 3.12 modified – definition adapted to comply with the ISO/IEC
Directives, Part 2.]
3.1.10
work package
subset of a project forming a group of activities having common characteristics such as
purpose, theme, object, responsible, time frame, etc.
3.2 Abbreviated terms and acronyms
DCS Distributed control system
DLOP Device list of properties
E&I Electrical and instrumentation
ESD Emergency shutdown system
Ex-i Instrinsic safety "i" according to IEC 60079-11
FAT Factory acceptance test
I/O Input/output
ID Identifier
IT Information technology
OLOP Operating list of properties
P&ID Piping and instrumentation diagram
PLC Programmable logic controller
SAT Site acceptance test
SIF Safety instrumented function
SIL Safety integrity level
SIS Safety instrumented system
SIT Site integration test
SRS Safety requirement specification
– 10 – IEC 62708:2015 IEC 2015
4 Conformity
4.1 Document
Conformance of a document with this international standard may be declared if the following
is fulfilled:
The document kind name shall be indicated on the respective document. If the document
contains more than one page, the document kind name may be shown on the cover sheet
only. The document kind name defined in this standard shall be used.
In addition, a reference to this international standard shall be made in close relation with the
usage. A footnote or endnote may be used for this purpose.
Furthermore the final document shall contain all mandatory contents defined in this
international standard as a minimum. If data is not or not completely available at the point of
time the document is issued, the document may claim conformity with this standard if the
missing information is clearly marked as to be given later. A general note declaring the
document as being in progress may be used.
4.2 Document request
Conformance of a document request with this international standard may be declared if the
following is fulfilled:
The document kind name defined in this standard shall be used.
In addition, a reference to this international standard shall be made in close relation with the
usage. A footnote or endnote may be used for this purpose.
5 Document kinds
Table 1 lists document kinds with their properties listed below.
• “Document kind name” indicates the name of the document kind.
• “Description" is the short description of the kind of information to be provided by the
document kind.
• "Mandatory content” indicates mandatory information included in the document kind.
• “DCC” indicates a document kind classification code of the document kinds according to
IEC 61355-1. The document kind classification code shown is informative only since
IEC 61355 may leave other classifications open to the user.
• "Identifier" is a number which together with the DCC is used within this standard to
reference the items.
• "Example" shows where an example can be accessed.
Table 1 – Document kinds (1 of 12)
Document kind name Description Mandatory content DCC Identifier Example
(informative)
List of documents Formal list of content of a document package or a - Drawing / document number AB 001 Figure B.1
documentation.
- Number of sheets
- Revision index
- Document designation code
- Title of document
Punch list List of all open tasks. - Task ID BB 001 Figure B.2
- Task description
- Task owner
- Due date
- Priority
- Status
Work breakdown structure (WBS) Structured list of major work packages. It has a tree See ISO 10006 BD 001
structure which covers all works required to perform
the projects scope and includes all deliverables. The
use is described in ISO 10006.
Communication plan Binding agreement regarding permitted ways of See ISO 10006 BD 002
information and partners including rules for content
and frequency. For further details see ISO 10006.
Project execution plan Execution plan to confirm the project over all scope. - Scope BD 003
- Schedule
- Documents lists
- Organization
- Communication plan
Manpower mobilization plan Bar chart schedule with associated personnel See ISO 10006 BE 001 Figure B.3
resources and qualifications. For further details of
resource planning see ISO 10006.
- Name of resource
- Resources related to time
Time schedule Representation of start and end dates of activities - Defined activity BE 002
from work breakdown structure and main milestones
- Division of activities into sub-
according to IEC 62337.
activities, if required (e.g.
preliminary studies, engineering,
manufacturing, testing, dispatch,
erection, commissioning, etc.)
- Start and end dates for each
activity
Equipment list with export restriction List of equipment requiring export permission. - Type of equipment BF 001
- Reference to applicable export
restriction
– 12 – IEC 62708:2015 IEC 2015
Table 1 (2 of 12)
Document kind name Description Mandatory content DCC Identifier Example
(informative)
Instrument data sheet Data sheet with data for an instrument loop required - ID DA 001 Figure B.4
for operation and maintenance. The document is
- Function
typically used to transfer data between the different
- Description
phases of the whole life-cycle.
- Measuring range
- Location
- Process data
- Instrument data
Identification system Coding system for objects within a complex or plant. - Scope of identification system DB 001
- Coding rules
Test and maintenance List of recommended test and maintenance activities. - Description of recommended DC 001 Figure B.5
recommendations activities
- Affected objects
- Frequency
Operating manual Manufacturer's instruction for the intended handling See IEC 82079-1 DC 002
and using of a device or system according to IEC
82079-1.
Test and maintenance requirements List of legally required or necessary test and - Description of required activities DZ 001 Figure B.6
maintenance works.
- Affected objects
- Frequency
- Designation and title of
applicable law or regulation
General design requirements Mandatory design rules adapted from project specific - Scope EC 001
requirements as well as from relevant legal
- Description of rules
requirements and regulations.
- Designation and title of
applicable law or regulation
Electrical consumer list Tabulated list with all electrical consumers. - Load ID EC 002 Figure B.7
- Load type (i.e. motor, etc.)
- Description
- Rated power
- Rated current
- Rated voltage
Lighting concept Lighting design guide in compliance with applicable - Scope EC 003
rules and standards paying attention to the safety
- Designation and title of
concept. Typically the concept is further detailed than
applicable law or regulation
the general design requirements.
- Design rules for lighting
Table 1 (3 of 12)
Document kind name Description Mandatory content DCC Identifier Example
(informative)
Concept for communication Design guide in compliance with applicable rules and - Scope EC 004
equipment standards for electrical systems such as:
- Designation and title of
- warning system
applicable law or regulation
- fire alarm system
- Design rules for communication
- alarm and signaling system
equipment
- general communication systems
- IT systems
- security systems
- video surveillance systems
etc.
Typically the concept is further detailed than the
general design requirements.
Lightning protection, grounding and Design guide in compliance with applicable rules and - Scope EC 005
equipotential bonding concept standards for the design of lightning protection,
- Designation and title of
grounding and equipotential bonding taking the local
applicable law or regulation
conditions into account. Typically the concept is
- Design rules for lightning
further detailed than the general design
protection, grounding and
requirements.
equipotential bonding
Cathodic corrosion protection concept Design guide in compliance with applicable rules and - Scope EC 006
standards for the design of a cathodic corrosion
- Designation and title of
protection system taking the local conditions into
applicable law or regulation
account. Typically the concept is further detailed than
- Design rules for cathodic
the general design requirements.
corrosion protection
Electrical heat tracing concept Design guide in compliance with applicable rules and - Scope EC 007
standards for the design of an electrical heat tracing
- Designation and title of
system taking the local conditions into account.
applicable law or regulation
Typically the concept is further detailed than the
- Design rules for electrical heat
general design requirements.
tracing
Heating circuit list List of all heating circuits. - ID EC 008 Figure B.8
- Heated equipment
- Heating cable type
- Maintenance temperature
- Starting point
- Length
- Power
– 14 – IEC 62708:2015 IEC 2015
Table 1 (4 of 12)
Document kind name Description Mandatory content DCC Identifier Example
(informative)
Requirement specification This document includes the necessary requirements See IEC 61987-10 EC 009 Figure B.9
of E&I equipment describing the task, the operational
- Base conditions
conditions and additional information as for example
- Process case
using a subset of the operating list of properties
- Operating conditions for device
(OLOP) according to IEC 61987-10. It is typically the
design
user’s technical input to the purchasing process.
- Process equipment
- Location
Specification sheet This data sheet includes data describing a particular See IEC 61987-10 EC 010 Figure B.10
implementation of the E&I equipment specified by the
- ID
requirement specification, as for example using a
- Application
subset of the device list of properties (DLOP)
- Function and system design
according IEC 61987-10. It is typically the common
- Input
basis of the user and manufacturer for the purchasing
- Output
process and contains the manufacturer’s technical
- Digital communication
input from the offer. The information out of the
- Performance
requirement specification can be indicated.
- Rated operating conditions
- Mechanical and electrical
construction
- Operability
- Power supply
- Certificates and approval
- Component part ID
Loop list Tabulated list of all E&I IDs. - ID EC 011 Figure B.11
- Function
- P&ID reference
Technical specification Complete description of all requirements for the - Scope EC 012
realization (e.g. of an automation system).
- Requirements
Test specification Definition of test purpose, extent and execution. - Scope EC 013
- Related documentation
- Function to be tested
- Test environment
- Test result documentation
- Test procedure
Construction bill of quantities List of required works for complete erection of a - Scope EC 014 Figure B.12
system, plant or unit including expected quantity.
- Required works
- Quantities
Table 1 (5 of 12)
Document kind name Description Mandatory content DCC Identifier Example
(informative)
Specification E&I process Definition of nozzle design for various applications - Nozzle design EC 015 Figure B.13
connections (pressure, temperature, level, etc.).
User requirement specification Rough user specification in view of the customer, to - Scope EC 016
be detailed by the technical specification.
- User requirements
Safety requirement specification Requirements for SIF design according to IEC 61511. See IEC 61511 EC 017
(SRS)
(alt. QB)
Power supply system study Impact analysis for the power distribution due to a - Scope ED 001
short circuit. Additional studies could be
- Short circuit location assumed
supplemented (load flow, motor start, harmonics,
- Impact
selectivity, settings of protection devices, etc.).
Cable sizing calculation Cable sizing calculation of cables considering laying - Scope of calculation ED 002
requirements, ambient conditions, and network
- Requirements
topology for the specified operating conditions.
- Topology
- Ambient conditions assumed
- Result of calculation
Illuminance calculation Lighting system design calculation taking local - Scope of calculation ED 003
conditions into account. - Requirements
- Local conditions assumed
Calculation of the cathodic corrosion Design calculation of the cathodic corrosion - Scope of calculation ED 004
protection system protection system taking the local conditions into
- Requirements
account.
- Ambient conditions assumed
- Result of calculation
Calculation of the electrical heat Design calculation of the electrical heat tracing taking - Scope of calculation ED 005
tracing into account ambient conditions and the system
- Requirements
topology.
- Topology
- Ambient conditions assumed
- Result of calculation
Ex-i calculation sheet Calculation verifying that within a circuit with type of - Scope of calculation ED 006 Figure B.14
protection Ex-i all apparatuses are operated within
- Requirements
their certified values.
- Topology
- Ambient conditions assumed
- Result of calculation
– 16 – IEC 62708:2015 IEC 2015
Table 1 (6 of 12)
Document kind name Description Mandatory content DCC Identifier Example
(informative)
Heat dissipation summary Heat dissipation summary of electrical equipment in - Scope ED 007 Figure B.15
switch, rack and control room.
- Target system
- Location
- Grouping
- Heat dissipation
Electrical single line diagram Simplified schematic drawing of power distribution - Scope of drawing FA 001 Figure B.16
with graphic symbols and circuits – not showing any
- Symbols and IDs of power
control wiring.
source
- Symbols and IDs of power
consumer
- Symbols and IDs of power
circuits
Structure diagram DCS/PLC/SIS Simplified schematic drawing of control systems and - Scope of drawing FA 002 Figure B.17
their network topology by graphical symbols – not
- Symbols and IDs of subsystem
showing any secondary wiring.
- Symbols and IDs of
interconnection
Piping and instrumentation diagram Diagram according to ISO 10628 including plant See ISO 10628 FB 001 Figure B.18
(P&ID) process equipment and connecting piping. E&I
equipment shown according project specific
requirements and IEC 62424.
Process flow diagram Diagram according to ISO 10628 including plant See ISO 10628 FB 002
process equipment and important connecting piping.
Important E&I equipment shown according project
specific requirements.
HMI specification This specification contains detailed graphic standards - Scope of specification FC 001
and hierarchy of the human machine interface e.g.
- ID of target HMI system
group-, trend-, alarm- and operator display.
- Designation and specifications
of display screen
- Hierarchy of display screens
Function description Verbal description of task, function, operator interface - Scope of description FE 001 Figure B.19
and operation of closed control loop or open loop
- Target
control like sequence, batch control and interlocks.
- Functional descriptions
Table 1 (7 of 12)
Document kind name Description Mandatory content DCC Identifier Example
(informative)
Function block diagram Graphical description of closed or open control loops - Graphical symbols for objects FF 001 Figure B.20
following rules as e.g. given in IEC 61131-3 function representing functions
block diagram with symbols according to IEC 60617.
- Graphical symbols representing
functional connections or
interrelations
- Interface terminals and
designations
- Signal designations
Cause and effect matrix Actuators and sensors assigned to columns and rows - Scope of document FF 002 Figure B.21
according to their function, including their related
- Cause ID (inputs)
switching and/or alarm function.
- Effect ID (outputs)
- Referenced documents
- Description
- Safety requirements
- Relation between causes and
effects
Signal list List of all signals. See IEC 61082-1. - ID FP 001 Figure B.22
- Description
- Source
- Target
- Type
I/O list Extract of all signals from or to an automation system - ID FP 002 Figure B.23
out of the signal list.
- Input or output designation
Trip point list Tabulated list of all process values resulting in a - ID of process value FQ 001 Figure B.24
switching function of E&I equipment.
- Condition to trip
Configuration parameter list Tabulated list of all variable parameter for E&I - ID of equipment FQ 002 Figure B.25
equipment.
- ID of parameters
- Value for parameter
– 18 – IEC 62708:2015 IEC 2015
Table 1 (8 of 12)
Document kind name Description Mandatory content DCC Identifier Example
(informative)
Circuit diagram Schematic drawing of current path without - Graphical symbols representing FS 001
consideration of spatial and mechanical position of the objects
the electrical equipment. See IEC 61082-1.
- Graphical symbols representing
the connections among objects
- Reference designations
- Terminal designations
- Signal level conventions
(applicable to logic signals)
- Information necessary to trace
paths and circuits (signal
designations, location)
- Supplementary information
necessary for the understanding
of functions
Loop diagram Representation of hardware and/or software functions - ID of loop FS 002 Figure B.26
of a control loop with graphical symbols according to
- Symbols according to IEC 60617
IEC 60617. It shows equipment in its topological
order and wiring including the terminals.
Bus layout drawing Representation of all bus participants including their - ID of bus FS 003 Figure B.27
communication address and relation.
- ID of bus participant
- Their address
- Relation between participant
Main cable tray layout Arrangement drawing showing the major cable trays - ID of cable tray LD 001
in the plot plan.
- Location (alt. LH)
Cable route section List of cables at a defined point along a cable route. - Location LD 002
- List of cable ID (alt. LH)
Plot plan E&I Presentation of the locations of E&I equipment in the - ID of equipment LD 003 Figure B.28
plot plan.
- Location (alt. LH)
Instrument air supply plot plan Layout of main instrument air pipes and equipment in - ID of equipment LD 004
the plot plan.
- Location (alt. LH)
- Representation of air pipes
Plot plan Graphic representation of major equipment and - ID and representation of LD 005
structures in a given area in a top view drawing to equipment or structure
(alt. LH)
scale. At least outlines of these equipments are
- Outline of equipment and
shown. Other views may be added.
structure
- Location
Table 1 (9 of 12)
Document kind name Description Mandatory content DCC Identifier Example
(informative)
Arrangement drawing Construction document for lighting, earthing, lightning - Scope of drawing LD 006 Figure B.29
protection, cathodic protection, heat tracing, cable
- ID and representation of (alt. LH)
trays, etc. The drawing contains the location of
component or group of
individual components or group of components and
components
its designation with the required level o
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