Loop Checking Procedures in Instrumentation
1. Objective of Loop Checking
Ensure each instrument loop is wired and working correctly.
Verify signals are accurate and transmitted from the field device to the control system (PLC/DCS).
Confirm proper response of control elements (valves, relays, actuators).
2. Types of Loops
Analog Loops (e.g., 4-20 mA, 0-10V)
Digital Loops (e.g., contact closures, pulse inputs)
Control Loops (including controllers and feedback elements)
3. Prerequisites Before Loop Checking
Confirm installation is complete (wiring, tubing, devices).
Power supply is turned on.
Devices are properly tagged and documented.
Loop drawings (P&ID, wiring diagrams) are available.
Calibration of individual devices is done.
4. Loop Checking Steps
Step 1: Visual Inspection
- Verify correct instrument tag, model, and installation.
- Check cables, glands, and terminations.
Step 2: Continuity Check
- Use a multimeter to ensure cable continuity from field to control panel.
Step 3: Power Supply Check
- Confirm power to transmitters, I/O modules, etc.
Step 4: Signal Simulation
- Simulate input signal (e.g., 4-20 mA using a loop calibrator).
Loop Checking Procedures in Instrumentation
- Observe response at the control system (PLC/DCS HMI).
Step 5: End-to-End Verification
- Activate the real device (sensor or transmitter).
- Confirm correct signal at the PLC/DCS and final control element.
Step 6: Control Output Check
- Trigger control action (e.g., open/close valve).
- Verify actuator or final element response.
Step 7: Alarm & Trip Function Check
- Simulate conditions to verify alarms and interlocks.
Step 8: Documentation
- Record test results and sign off checklists.
5. Safety Considerations
Ensure all loop checks are authorized via work permits.
Use lockout/tagout procedures where needed.
Use intrinsically safe tools in hazardous areas.
6. Common Tools Used
Multimeter
Loop Calibrator (e.g., Fluke 705/707)
Hand pump for pressure instruments
Communicators (e.g., HART)
Test lamps, resistors
PLC/DCS monitoring software
7. Loop Check Report Contents
Loop Checking Procedures in Instrumentation
Loop ID
Instruments involved
Signal range
Calibration status
Check status (Pass/Fail)
Remarks
Tester and witness signatures
8. Best Practices
Always follow the loop drawings.
Check zero and span calibration.
Verify grounding and shielding.
Log anomalies for corrective actions.