Loop sheet Excel template.
The master register of every control loop on the project, each with its tag, instrument type, signal class and the drawings it appears on.
- ALoop Number
- BService
- CTag Number
- DInstrument Type
- ESignal ClassAIAODIDON/A
- FFunction
- GP&ID Drawing
- HLoop Diagram Ref
- IDatasheet Ref
- JDescription
- KNotes
Frozen header, auto-filter on every column, 48 blank rows ready to fill. No macros.
Every column, defined.
Eleven columns, in the order the sheet carries them. Signal class is a dropdown; function, references and notes stay free text.
| Col | Column | What goes in it |
|---|---|---|
| A | Loop Number | Control loop number (101, 201) |
| B | Service | What the loop controls or measures |
| C | Tag Number | Lead tag of the loop (FIT-101, TIC-201) |
| D | Instrument Type | ISA letter group (FIT, TIC, PSV) |
| E | Signal Class | AI, AO, DI, DO, or N/A |
| F | Function | Indicate, Control, Trip, Alarm, Interlock |
| G | P&ID Drawing | P&ID where the loop appears |
| H | Loop Diagram Ref | Reference to the loop wiring diagram |
| I | Datasheet Ref | Reference to the per-instrument datasheet |
| J | Description | Loop description / commissioning notes |
| K | Notes | Status, hold list, SIS designation |
What the Function column says.
The function is what tells a monitoring loop from a control loop from a hard-wired trip. The column is free text; these are the values most projects use.
| Function | What the loop does | Typical signals |
|---|---|---|
| Indicate | Shows a measurement to the operator | One AI, transmitter to display |
| Control | Holds a variable at its setpoint by moving a final element | One AI in, one AO out to the valve or drive |
| Alarm | Warns the operator when a limit is crossed | Raised on the AI, or a switch on a DI |
| Trip | Shuts equipment down when a limit is crossed | A DI or AI into the SIS or BPCS, a DO out to the shutdown valve or motor |
| Interlock | Permits or blocks an action until a condition holds | DI in, DO out |
Common questions
What is a loop sheet?
A loop sheet (or loop folder index) is the master register of every control loop on a project. Each row records one loop with its tag, instrument type, signal class, function (indicate, control, trip), the P&ID it lives on, the matching loop diagram reference, and the per-instrument datasheet reference. The loop sheet is the table-of-contents on the front of the loop folder a commissioning engineer carries to the field.
What columns are in this template?
Eleven columns: Loop Number, Service, Tag Number, Instrument Type, Signal Class, Function, P&ID Drawing, Loop Diagram Ref, Datasheet Ref, Description, Notes. Signal Class is a dropdown (AI / AO / DI / DO / N/A). Auto-filter is enabled on every column and the header row is frozen.
Can I edit the template in any spreadsheet tool?
Yes. The format is plain .xlsx and opens in Excel, Google Sheets, and LibreOffice.
Can I extend the template for a larger project?
Yes. The template ships with 48 blank rows. Add rows beneath the example row and the validation, filter, and column widths carry through. A typical plant carries 200-800 loops; the schema holds at that scale.
How is this different from extracting straight from a P&ID?
The template is a manual starting point you fill yourself. Upload a P&ID set instead and review the loop register Tagsight reads from it, one row per loop with its P&ID page. Loop diagram and datasheet references stay open for the loop engineer to fill from the folder.
What goes in the Function column?
The loop function: Indicate, Control, Trip, Alarm, Interlock, Shutdown, or Indicate + Alarm for combined functions. Loop function is what distinguishes a 4-20mA monitoring loop from a 4-20mA control loop from a hard-wired SIS trip; the column accepts free text so functions outside the standard set still fit.
Run it on your drawings.
Upload a P&ID set instead and review the loop register Tagsight reads from it, one row per loop with its P&ID page.