This is not a small undertaking.

Step 1: Identify all non-SI occurrences at the site, including:

  • Process Instruments (naturally)
  • Process Safety Information (PSI)
  • Process Documentation (like P&IDs, and PFDs)
  • Operation Procedures
  • Analysis Worksheets
  • Certificates of Analysis (for Customers)
  • Tank (volume), Vessel (volume), and line (flow)
    Capacity

Step 2: Develop a list of all changes in the form of:

  • Instruments (replacement)
  • Instruments (re-range and re-scale)
  • P&ID Redo (Walk-downs and updates)
  • All Production Documents – All that need re-work and re-issue

Step 3: Develop a staged implementation

Step 4: Assign a cost to each item (both capital $$ and estimated man hours)

  • Total all costs, multiply by 1.3 --- that’s your budget
  • Estimate timing in each of the stages
  • Create a Gantt Chart for the activity.

Step 5: Obtain written approval for both the capital and manpower

Step 6: Implement

Note: Ensure that the plant operators are involved. The project will be resisted by the long-term operators.