Knowledge

Engineering Reference

A concise reference for common commissioning and troubleshooting discussions. Values, settings and acceptance criteria must always be verified for the actual system.

Reference 01

Electrical and power systems

Use measured line values and the actual system configuration. The relationships below assume a balanced three-phase system and line-to-line voltage.

Three-phase apparent power

S = √3 × V × I ÷ 1000

S
apparent power in kilovolt-amperes (kVA)
V
line-to-line voltage in volts (V)
I
line current in amperes (A)

Three-phase real power

P = √3 × V × I × PF × η ÷ 1000

P
real output power in kilowatts (kW)
PF
power factor as a decimal
η
efficiency as a decimal; omit only when calculating electrical input power

kW, kVA and power factor

kVA describes voltage-and-current loading; kW describes useful real power. For a balanced load, kW is approximately kVA multiplied by power factor. Equipment ratings, harmonics and unbalanced conditions require project-specific review.

Synchronising

Before closing a generator breaker, voltage, frequency, phase sequence and phase angle must be compatible with the live bus. Automatic synchronisers and check-synchronising protection require verified settings and functional testing.

Load sharing and AVR fundamentals

Prime-mover governing primarily controls real-power sharing; excitation and voltage regulation primarily affect reactive-power sharing and voltage. Cross-current compensation, droop, communication links and power-management logic vary by installation.

Protection, blackout and recovery

Trip testing should prove the intended function without creating uncontrolled risk. A blackout-recovery test needs an approved sequence, stable starting supplies, verified protection and clear abort criteria. Simulated signals must not be confused with full end-to-end proof.

Electrical boundary: These simplified relationships support checking and estimation. Verify wiring configuration, phase balance, ratings, protection, efficiency basis and manufacturer information before operational use.

Use the three-phase power calculator or read the structured troubleshooting method.

Reference 02

Mechanical systems

CheckPurposeTypical evidenceImportant boundary
RotationConfirm intended direction before loaded operationMarked direction, witnessed bump test, driven-equipment checkUncoupled testing may not prove the complete train
LubricationEstablish correct oil, level, circulation and cleanlinessApproved lubricant, flushing record, pressure/flow indicationManufacturer requirements and preservation state govern
AlignmentControl shaft and coupling conditionCold alignment record, soft-foot result, final installation conditionThermal growth and pipe strain may alter operating alignment
Flushing and cleanlinessRemove construction debris and commissioning contaminationAcceptance record, filter or strainer inspection, sample resultAcceptance method depends on system sensitivity
Pressure and leak testingDemonstrate containment for the approved test boundaryTest pack, calibrated instruments, reinstatement recordTest medium, pressure and exclusions require engineered control
Temporary strainersProtect equipment during initial circulationLocation register, differential pressure, inspection and removal recordTemporary items need visible ownership and removal criteria

Pre-start mechanical check

  • Installation and supports complete
  • Guards and coupling condition verified
  • Lubrication available
  • Valves and line-up confirmed
  • Temporary items identified
  • Cooling and sealing services available
  • Rotation risk assessed
  • Instrumentation usable
  • Vendor limits understood
  • Abort criteria agreed

Mechanical boundary: This list does not define a test pressure, alignment tolerance, lubricant, cleanliness criterion or safe operating limit. Use approved project and manufacturer requirements.

Reference 03

Instrumentation and control

Loop checks

Prove the path from field device through marshalling, control logic, display and final element as applicable. Record range, engineering units, indication, action and any part simulated rather than physically proven.

Cause and effect

Test each initiating condition against the approved matrix, including sequence, delays, voting and reset behaviour. Confirm that inhibited or bypassed functions are controlled and restored.

Alarms, trips and interlocks

Verify alarm priority and acknowledgement separately from protective action. Permissives allow an action when conditions are satisfied; interlocks prevent or change action when defined conditions exist. Project terminology may differ.

Signal simulation

Simulation can prove logic safely, but it may exclude the sensor, cabling, process connection or final element. The test record should state exactly where the signal was introduced and what remained outside the test.

Recording test evidence

Record tag, range, units, test points, expected result, actual result, instrument identity, configuration, exceptions and acceptance. Preserve before-and-after settings for authorised changes. A screenshot without tag, time and test context is weak evidence.

Controls boundary: Changes to trips, voting, permissives, protection or safety functions require authorised project-specific control. A simulated test is not automatically equivalent to full functional proof.

Reference 04

Lifting equipment and rigging

Classify each item before selecting its controls. Equipment that lifts, supports, suspends, connects or measures a load may require different design information, markings, records, examinations and competent-person decisions.

Representative lifting-equipment families
Equipment familyRepresentative examplesReview focus
Lifting machines and appliancesPedestal, mobile and overhead cranes; hoists; lifting winches; workplace davits; forklifts; personnel or goods lifts; MEWPs; jacksIdentity, intended use, rated capacity or load chart, installed configuration, controls, brakes, limits and current status
Integral, supporting and load-carrier itemsHook and sheave blocks, hoist ropes and terminations, beam trolleys, runways, gantries, fixed padeyes and containers designed as loads for liftingDefine whether each item is part of the lifting machine, a structure or the load; then verify its design, support, marking, condition and operating limits
Lifting accessoriesWire-rope, chain and synthetic slings; shackles; accessory hooks; removable eyebolts; lifting and spreader beams; purpose-designed detachable lifting clamps and lifting-rated turnbucklesUnique identification, manufacturer WLL or rated capacity, applicable SWL, size and grade, assembly, orientation, compatibility, damage and applicable discard criteria
Load-indicating and protective devicesDynamometers, crane weighers, load cells, safe-load indicators and rated-capacity indicatorsRange, units, calibration or verification status, configuration, functional checks, alarms, limiting functions and relationship to the load path
Marine, offshore and personnel-lifting arrangementsLifeboat davits and blocks, man-riding winches, stabbing boards, diving or man-riding ropes, offshore containers and detachable lifting setsConfirm whether LOLER, merchant-shipping, Flag, Class, MCA, owner or other equipment-specific requirements apply; control personnel lifting, emergency functions and the examination or testing basis separately

Do not treat every control as the same activity

Lifting-equipment control distinctions
ControlWhat it establishesImportant boundary
Pre-use checkA user check for identification, visible condition, assembly and obvious defects before operationDoes not replace planned inspection, maintenance or thorough examination
InspectionA planned condition check with a defined scope, method and recordIs not automatically a thorough examination; the required competence and purpose must be clear
MaintenanceWork intended to preserve or restore condition and functionDoes not by itself confirm examination status or fitness for a particular lifting arrangement
Thorough examinationA systematic assessment by a competent person for defects affecting safe use, under the applicable examination basisDoes not remove the need for pre-use checks, maintenance or defect control between examinations
TestingFunctional, load or proof evidence produced to an approved method when required by the applicable design, installation, repair or examination basisTest loads, acceptance criteria and timing must never be inferred from a generic equipment summary
Calibration or functional verificationEvidence that an indicator or protective device responds correctly over its required range, units, configuration and alarm or limiting pointsIs distinct from proof testing and thorough examination, although the competent person may consider its results when assessing the equipment

Lifting boundary: Verify the actual equipment, intended use, applicable legislation, applicable equipment-specific examination scheme, manufacturer instructions, standards, markings, test basis and competent-person decisions. Quarantine equipment when identity, condition, rating or status is uncertain.

Use the LOLER Examination Reference for examination categories and limitations, and the Best Rigging Practices guide for lift planning and execution controls.

Reference 05

Completions and handover terminology

Terms vary between projects. The definitions below are practical distinctions, not universal contractual definitions.

TermPractical meaningDo not assume
Mechanical completionDefined construction and inspection scope is complete for an agreed boundary, subject to accepted exceptionsThat the system is energised, functional or ready to start
Systems completionStructured control of tags, records, boundaries, punch items and status gatesThat database status alone proves field condition
CommissioningActivities that demonstrate systems function and can be operated within the intended test envelopeThat every commissioning phase or acceptance requirement is identical
Ready for commissioningProject-defined status permitting specified commissioning activitiesUnrestricted operation or start-up
Ready for start-upProject-defined status after required commissioning, operational and safety reviewsThat every close-out item is complete
Punch categoriesProject rules for classifying incomplete or defective work by consequence and timingA universal A/B/C definition
Turnover packageEvidence supporting transfer of a defined system and statusThat document quantity equals evidence quality
PSSRPre-start-up safety review or the project’s equivalent authorised readiness reviewOne universal scope or regulatory basis
Handover evidenceRecords, configuration, exceptions and acceptance demonstrating the state transferredThat a signature removes unresolved conditions

Terminology boundary: Use the project’s approved completion, commissioning, PSSR and handover procedures for formal status decisions.

See systems completion and turnover, commissioning readiness, and safe handover and start-up preparation.