Loop check Excel template.
A loop check record is the commissioning document that carries one row per control loop through calibration, end-to-end loop test, and DCS or PLC verification, with the technician and date against each sign-off and an open-items column for anything found. It is the evidence handed to the operating company at mechanical completion, and the record an auditor reads when asking whether a loop was proven before startup.
What the template carries.
A commissioning loop-check workbook. One row per loop, with calibration sign-off, end-to-end loop test sign-off, DCS, PLC verification, and punch-list notes. Designed so a commissioning engineer can hand it to the operating company auditor and walk away.
- Format.xlsx
- Columns7
- Size8 KB
- Opens inExcel · Sheets · LibreOffice
Every column, defined.
7 columns mapped to how a commissioning loop check record is issued on a real project. Dropdown columns enforce values; free-text columns let house notation preserve as drawn.
| # | Column | Type | Description |
|---|---|---|---|
| 01 | Loop | Text | Loop number |
| 02 | Tag | Text | Field instrument tag |
| 03 | Signal Class | List | AI, AO, DI, DO |
| 04 | Calibrated | List | Yes, No, plus date and technician |
| 05 | Loop Tested | List | Yes, No, plus date and technician |
| 06 | DCS, PLC Verified | List | Yes, No |
| 07 | Notes, Punch | Text | Open items or anomalies |
What is in the file.
- Yes, No dropdowns for calibration, loop test, DCS verification
- Pre-filled example row showing the workflow
- Cover sheet plus revision history
Extract from a source document instead.
Upload the source document instead and the same 7-column schema this template defines comes back populated. Type, tag, vendor, model, and per-row metadata come from the document itself.
Scanned binders, CAD-exported PDFs, and image scans all work. House conventions, vendor-specific forms, and dialect-specific tag schemes read as drawn.
Common questions
What is a loop check record.
What columns are in this workbook.
How does it relate to the I/O list.
Related.
Run it on your drawings.
The template is a manual starting point you fill yourself. Upload the source document instead and the same schema comes back populated.
Three drawings included on a new account.