PIC Module III ‑ Installation & Engineering Functions

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Who Should Attend

This course is intended for those who would like to learn about the field of I&C in a condensed time frame and from a practical point of view and/or for those would just like to communicate with I&C personnel. The course is designed to provide attendees with sufficient knowledge to move into the field of I&C. It is applicable to technical and supervisory personnel. It is presumed that participants come from a setting where they can apply the knowledge received.

Installation and Engineering Functions is the third module of the Certificate Program in Process Instrumentation & Controls or can be taken as a stand-alone course.

What You Will Learn

  • The documentation required for I&C, for front-end engineering and for detail design
  • The requirements for a successful installation, instrument checkout and controller tuning
  • Project implementation and project management
  • Decision making tools; Auditing, Evaluation of Plant Needs, Justification and Control System Evaluation

Course Outline

12 - Engineering Design and Documentation - Part 1

Front-end engineering, Process and Instrumentation Diagrams (P&IDs)
Control System Definition
Logic Diagrams

13 - Engineering Design and Documentation - Part 2

Detailed engineering
Process Data Sheets
Instrument Index
Instrument Specification Sheets
Loop Diagrams, Interlock Diagrams
Manuals for Programmable Electronic Systems
PLC Program Documentation
Engineering Contractor Scope of Work
Packaged Equipment Scope of Work

14 - Installation

Overview, Scope of Work
Installation Details
Equipment Identification
Equipment Storage
Work Specifically Excluded
Approved Products
Pre-installation Testing
Execution, Wiring, Tubing

15 - Project Implementation and Management

Process Control
Standard and Code Compliance
Control Strategy, Business Strategy
Implementation of New Control Systems
Scheduling and Time Management, Cost Estimate
Document Control
Engineering (Front-end and Detailed)
Installation, Commissioning, Start-up
Project Closing

16 - Decision Making

Evaluation of Plant Needs
Control System Evaluation

EXAM for Module III

Note: It is highly recommended that participants attend Modules I, II and III in their sequential order. We are unable to accommodate requests for advanced standing. Participants must complete all three modules including all quizzes and exams in order to be awarded a Certificate in Process Instrumentation & Control. In special circumstances a participant may complete a certificate module outside the regular program schedule on a self study basis. Application for self study must be sent in writing to the Program Director.


N.E. (Bill) Battikha, P.Eng., is a registered Professional Engineer with over 30 years of experience in the field of Process Instrumentation and Control, working mainly in Canada and the USA. He holds a Bachelor of Science in Mechanical Engineering. He generated and conducted Instrumentation and Control training courses for over 10 years at many universities and at the ISA.

Bill co-authored a patent and has written three books on Instrumentation and Controls, all published by the ISA, with the last book being an ISA best-seller. Bill is also a member of many ISA committees generating new standards. He has presented papers at many international conferences and has written numerous articles for major technical magazines.

Bill's engineering activities cover the development of engineering standards and the generation of control philosophies and functional specifications. He designed complete control systems, guided and inspected the work of engineering consultants, monitored contractors on-site, and personally carried on plant commissioning and start-up. Bill assisted plants in resolving and troubleshooting difficult problems from conceptual engineering to maintenance. He also performed plant audits and assisted construction and maintenance personnel in resolving difficult technical issues. Bill implemented control systems using microcomputers, programmable controllers, DCSs, and analog instrumentation. Bill is the President of BergoTech Inc. - a firm specializing in on-line Engineering courses.