ISA-20 datasheet Excel template.
The per-instrument specification form: one sheet per tag, laid out in the ISA-20 sections. It goes to the vendor for quoting, and the as-built instrument is checked against it at commissioning.
- IdentificationTag No., Service / Description, P&ID Sheet, Drawing Reference
- ProcessProcess Variable, Measurement Range, Service Medium, Communication Protocol
- SignalSignal Class, Signal Type, System, Loop No.
- MountingLocation, Parent Panel, Process Connection, Wetted Materials
- Final ElementValve Type, Fail Position, Actuator Type, Valve Action
- VendorManufacturer, Model / Part No., Serial No.
- References and NotesSetpoint, Safety Function, Connected Equipment, Notes
One blank form, one filled worked example, five blank copies. Duplicate any sheet tab for more.
Every field, by section.
The form reads top to bottom. Five fields take their value from a list in the sheet; the rest stay free text, so vendor specifics fit.
| Section | Field | Example |
|---|---|---|
| Identification | Tag No. | FT-101 |
| Service / Description | Feed flow to the reactor | |
| P&ID Sheet | PID-001 | |
| Drawing Reference | PID-001, revision 0 | |
| Process | Process Variable | Flow |
| Measurement Range | 0-500 GPM | |
| Service Medium | Process water | |
| Communication Protocol | 4-20 mA with HART | |
| Signal | Signal Class | Picked from the list below |
| Signal Type | 4-20 mA | |
| System | Picked from the list below | |
| Loop No. | 101 | |
| Mounting | Location | Field |
| Parent Panel | JB-101 | |
| Process Connection | 1" 150# RF | |
| Wetted Materials | 316 stainless steel | |
| Final Element | Valve Type | Globe, for a control valve |
| Fail Position | Picked from the list below | |
| Actuator Type | Picked from the list below | |
| Valve Action | Picked from the list below | |
| Vendor | Manufacturer | Filled from the vendor quote |
| Model / Part No. | Filled from the vendor quote | |
| Serial No. | Filled at delivery | |
| References and Notes | Setpoint | 250 GPM |
| Safety Function | None, or the SIF it belongs to | |
| Connected Equipment | P-301 | |
| Notes | Anything the vendor must see |
The five dropdowns.
The values each list offers, read off the workbook.
| Field | Values |
|---|---|
| Signal Class | AIAODIDON/A |
| System | BPCSSISF&GPackageN/A |
| Fail Position | Fail OpenFail ClosedFail LastFail In PlaceN/A |
| Actuator Type | PneumaticElectricHydraulicManualN/A |
| Valve Action | Air to OpenAir to CloseDirectReverseN/A |
Common questions
What is an instrument datasheet?
An instrument datasheet is the per-tag specification document carried inside the loop folder. One sheet per instrument, vertical form, 28 fields grouped into eight ISA-20 sections: identification, process, signal, mounting, final element, vendor, references and notes. Datasheets are issued to vendors for quoting and used during commissioning to verify the as-built instrument matches the specification.
What fields are in this template?
Twenty-eight fields across eight ISA-20 sections. Identification (4): Tag No., Service / Description, P&ID Sheet, Drawing Reference. Process (4): Process Variable, Measurement Range, Service Medium, Communication Protocol. Signal (4): Signal Class, Signal Type, System, Loop No. Mounting (4): Location, Parent Panel, Process Connection, Wetted Materials. Final Element (4): Valve Type, Fail Position, Actuator Type, Valve Action. Vendor (3): Manufacturer, Model / Part No., Serial No. References and Notes (5): Setpoint, Safety Function, Connected Equipment, Notes.
Can I edit the template in any spreadsheet tool?
Yes. The format is plain .xlsx and opens in Excel, Google Sheets, and LibreOffice.
How many datasheets fit in one workbook?
Seven sheets per workbook: one blank form, one worked example (FIT-101) so the schema is visible, and five blank duplicates. Add more sheets by right-clicking any sheet tab and duplicating it; the form structure carries through.
How is this different from extracting straight from a P&ID?
The template is a manual form you fill and issue to a vendor. Tagsight can start the datasheets from your P&ID set instead, and your instrument engineer completes the vendor fields from the specification.
What ISA-20 sections does the template follow?
The template follows the ISA-20 section structure: Identification (who the instrument is and where it lives), Process (what it measures), Signal (what it sends), Mounting (where it is installed), Final Element (valve specifics, only relevant for control valves and on-off valves), Vendor (manufacturer fill), References and Notes (setpoint, safety function, connected equipment). Each section opens on its own header row in the form so the engineer can scan from top to bottom.
Start them from your drawings.
Upload a P&ID set and start the datasheets from it, ready for your engineer to complete from the specification.