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Documents

The paperwork a control system project actually produces

17 templates covering the full project, from the requirement the client writes to the pack the site keeps afterwards. These are working documents with the tables, the acceptance criteria and the sign-off blocks already in them, not outlines with empty headings.

Free, no account. Fill in your project details on any template and the download arrives already populated.

17 templates 20 files Markdown and CSV

Which of these do I actually need?

Not all of them, on most jobs. Scale the set to the work.

Small machine build

3 documents

  • FDS
  • I/O list
  • Commissioning checklist

Mid-size project

8 documents

  • URS
  • FDS
  • I/O list
  • BOM
  • Cause and effect
  • Risk assessment
  • FAT
  • SAT

Regulated or process plant

The full set

  • Everything, with traceability
  • Alarm rationalisation
  • Change control from day one

Specification

What the client wants, and how the system will meet it.

3

Design

How the software is built, so the next engineer can read it.

1

Registers

The lists: signals, parts, cables, trips and alarms.

6

Safety

Hazards, required performance levels, and the evidence.

1

Testing

Proof that it works, on the bench and then on the plant.

3

Handover

What the site keeps, and how changes are controlled afterwards.

3

Common questions

What documents does an automation project need?
A full control system project produces a URS, an FDS, an I/O list, a BOM, a cable schedule, a cause and effect matrix, a risk assessment, FAT and SAT protocols, and a handover pack. A small machine build needs three: an FDS, an I/O list and a commissioning checklist.
What is the difference between FAT and SAT?
A Factory Acceptance Test runs at the integrator's works on simulated I/O, before the panel ships. A Site Acceptance Test runs on the plant with real field devices after installation. The FAT proves the logic, the SAT proves the installation. Neither substitutes for the other.
What is the difference between a URS and an FDS?
The URS states what the client needs in plant terms and is the client's document. The FDS states how the control system will meet each of those requirements and is the engineer's document. Every FDS section should trace back to a numbered URS requirement.
Are these templates free?
Yes. Every template downloads without an account, as Markdown or CSV. You can fill in the project details first and the download arrives already populated.