04 · Control systems · Commissioning

Control system commissioning: FAT, SAT, loop checks and handover

Control system commissioning proves that a DCS, PLC, SCADA or safety system works on the real plant before you depend on it. We run FAT and SAT, pre-commissioning, loop checks, function tests and SIS validation for all control system types across the UAE, the GCC and Europe, and hand over a complete signed dossier.

980 MWTenneT HVDC platform commissioned
50 or 100Staff per commissioning team
17+ yearsWorking across the GCC
Control system commissioning sequence Control system commissioning: phase by phase Factory Site FATIEC 62381 Mech. completeMC certificate Pre-comm.RFC certificate SAT / SITLive system Hardware checkSoftware testSimulated I/ORedundancy Installed todrawingsEx inspectionPunch list A/B Cable IR testsCold loop checksPower-upNetwork tests Hot loop checksFunction testsCause and effectSIS validation Startup and performance tests Handover and dossier Each gate closes with signed test records and a punch list with no open A items.
The commissioning sequence from factory acceptance test to handover, with the main tests at each gate.
Overview

What control system commissioning covers

Control system commissioning is the work that proves an installed automation system does what the design says, on the real plant, before anyone relies on it. It starts with factory testing and ends when operations sign for the system. In between sit mechanical completion, pre-commissioning, loop checks, function tests, safety system validation and startup.

A control system can pass every software test in a factory and still fail on site. A transmitter is wired to the wrong channel. A valve strokes backwards. A fibre is patched into the wrong switch port. A safety trip fires on the wrong permissive. Commissioning is how those faults are found and fixed in a controlled order, with records that show each item was tested and accepted.

We commission all common control system types: distributed control systems (DCS), programmable logic controllers (PLC), SCADA and remote telemetry, safety instrumented systems (SIS), fire and gas systems, power management systems, and the instruments and field networks that connect them. We work across Siemens PCS 7, S7-400H, S7-1500 and ET 200SP HA, and we also work with platforms from Rockwell, Schneider, ABB, Emerson, Honeywell and Yokogawa. The method is the same whatever the logo on the cabinet.

01

Mechanical completion

The system is installed to the approved drawings. Cabinets are fixed, cables are glanded and terminated, earthing is done and hazardous area equipment is inspected. Nothing is energised for process use yet.

02

Pre-commissioning

Static and de-energised checks, then first power-up. Cable insulation resistance, continuity, earth checks, power supply tests, cold loop checks and network verification. The output is a ready for commissioning certificate.

03

Commissioning

Dynamic tests with the system live. Hot loop checks, control and sequence function tests, cause and effect testing, SIS validation and failover tests, usually with utilities or inert media in the plant.

04

Startup

The first introduction of process fluids or energy. Control loops are tuned, alarms are rationalised against real conditions and the operators run the plant with commissioning engineers beside them.

05

Performance tests

The plant runs at agreed conditions for an agreed period to prove capacity, control performance and availability. Results are measured against the contract, not opinion.

06

Handover

Care, custody and control pass to the owner. The commissioning dossier, as-built drawings, final software backups and the open punch list go with it.

Acceptance testing

FAT and SAT, SIT and the completion gates

IEC 62381 defines three acceptance tests for process automation systems: the factory acceptance test (FAT), the site acceptance test (SAT) and the site integration test (SIT). Each answers a different question, and skipping one moves its faults into a more expensive phase.

TestWhere and whenWhat it proves
FATAt the integrator's or vendor's works, before shipping. Field I/O is simulated or wired to test panels.Hardware is built to the drawings, software matches the functional design, I/O counts and spares are right, redundancy works and the HMI is complete. IEC 62381
SATOn site after installation and pre-commissioning, with the real field devices connected.The system survived transport and installation, every loop works end to end, and FAT punch items are closed. IEC 62381
SITOn site, once the individual systems pass SAT.Systems from different suppliers talk to each other correctly: DCS to SIS, PLC packages to DCS, PMS to switchgear, and links to remote control centres. IEC 62381
SIS validationOn site, after SAT of the safety system and before hazards are introduced.The installed SIS meets the safety requirements specification, including trip points, response times and bypass handling. IEC 61511-1 cl. 15

A thorough FAT pays back

  • Software faults are cheaper to fix at the factory desk than on a hot site.
  • Client operators see the graphics early and can request changes before shipping.
  • Redundancy and failover can be tested without risk to a live plant.
  • SAT becomes a check of installation, not a second software test.

What a rushed FAT costs

  • Logic errors surface during startup, when every hour of delay is expensive.
  • Untested interfaces leave the SIT team debugging protocols on site.
  • Missing spare I/O or wrong card types mean late hardware orders.
  • Punch lists grow faster than the site team can close them.

Punch lists: A, B and C items

Every inspection and test generates punch items. Most projects grade them by what they block. The exact definitions sit in the project completion procedure, but the common pattern is:

  • A items must be closed before the next gate. An A item at mechanical completion blocks pre-commissioning. Examples: a missing earth bond, a failed insulation test, an unprotected Ex enclosure.
  • B items can be carried past the gate but must be closed before handover or startup. Examples: missing labels, an incomplete as-built mark-up.
  • C items are minor or cosmetic and can be closed after handover by agreement.

Completion systems and dossiers

On large projects the tests are tracked in a completion management system, often GoTechnology, Omega or a client in-house database, or a structured spreadsheet on smaller jobs. The plant is broken into systems and subsystems. Each tag carries its check sheets: A sheets for construction and mechanical completion, B sheets for pre-commissioning and commissioning, in the common naming used on oil and gas projects. When every sheet in a subsystem is signed and no A punch items remain, the subsystem moves to the next gate. The signed sheets, certificates and test records become the commissioning dossier handed to the owner.

Loop checks and function tests

Pre-commissioning, loop checks and cause and effect testing

Loop checks are the core of instrument and control commissioning. A loop check proves the whole signal path, from the field device through junction boxes, marshalling, I/O card and controller to the HMI tag and alarm, and back out again for outputs. IEC 62382 sets out how electrical and instrumentation loop checks should be done.

COLD

Cold loop checks

Done de-energised. Each core is tested for continuity and correct termination against the loop drawing, and insulation resistance is measured between cores and to earth. Screens are checked as earthed at one end only. This finds wiring faults before power is applied.

HOT

Hot loop checks

Done with the system powered. A signal is injected or simulated at the field end and read at the HMI. Outputs are driven from the HMI and the field device is watched. Alarms, trips and engineering units are confirmed for every tag.

HART

Smart device checks

A HART communicator or asset management software reads each smart transmitter's tag, range, units, damping and failure mode. These must match the instrument datasheet and the controller configuration, or the loop will read wrong with no visible fault.

Injection point4 to 20 mA signalWhat we check
0%4.0 mA LRVHMI shows lower range value. Low alarm and low trip states as designed.
25%8.0 mALinear scaling. Reading within the agreed tolerance, often plus or minus 0.5% of span.
50%12.0 mAMid-scale reading. For square root flow loops, check where the extraction is done: transmitter or controller, never both.
75%16.0 mAScaling holds. High alarm thresholds approached and confirmed.
100%20.0 mA URVUpper range value shown. High alarm and trip states correct.
Faultbelow 3.6 mA or above 21 mA NAMUR NE43Controller flags bad quality, the alarm raises and any trip acts on its configured fail-safe direction.

For control valves the test runs the other way. The output is set at 0, 25, 50, 75 and 100% and the valve position is confirmed at the valve and on the positioner feedback. Open and closed limit switches, stroke time, fail position on loss of air and on loss of signal are all recorded. For digital inputs, each switch is operated at the field device, not shorted at the junction box, wherever access allows.

Function tests

Once loops are proven, the control logic is tested as a whole. PID loops are checked for direction of action, setpoint tracking and bumpless transfer between manual and auto. Sequences are stepped through, including holds, aborts and restarts. Interlocks and permissives are proved by simulating each condition, not by reading the code. Motor control is tested from the HMI and local station with the MCC in test position first.

Cause and effect testing

Safety and shutdown logic is usually specified as a cause and effect matrix. Each row is an initiating cause, such as a high-high pressure or a confirmed gas detection. Each column is an effect, such as closing a shutdown valve or tripping a pump. The test applies every cause in turn and confirms every marked effect, and also confirms that unmarked effects do not act. Voting logic such as 2oo3 is tested with one, two and three inputs tripped. Every cell is signed. On fire and gas systems the same matrix drives alarms, beacons, HVAC dampers and suppression release.

Safety and availability

SIS validation, redundancy failover and the TenneT HVDC platform

Two kinds of test protect people and uptime: validation of safety instrumented functions, and proof that redundant controllers, networks and power supplies take over when one side fails. Both must be done on the installed system, not assumed from the FAT.

SIS SAT and safety validation to IEC 61511

IEC 61511-1 separates SIS installation and commissioning (clause 14) from SIS safety validation (clause 15). Validation confirms that each safety instrumented function (SIF) works as written in the safety requirements specification: correct sensors, trip setpoints, voting, final elements, response time and safe state. It also tests bypasses, overrides, resets, diagnostics and the response to a detected fault. Validation must be complete before the hazard it protects against is present.

Proof test procedures written for operation (clause 16) should be trialled during commissioning. If a procedure cannot be followed on the real plant, it is better to find out now than at the first proof test interval. The validation records, with the as-left software version and checksum of the safety logic, form part of the functional safety records.

Network and redundancy failover tests

Redundancy that has never been tested is a guess. Failover tests remove one element at a time while the process, or a simulation of it, is running, and record what the operator sees:

  • Controller: stop or remove the primary CPU and confirm the standby takes control with no output bump and no loss of communication.
  • Power: switch off one supply train and confirm the redundancy module holds the 24 V DC bus.
  • Networks: disconnect one ring or one network of a PRP pair and confirm no data loss and a correct diagnostic alarm.
  • I/O: remove a redundant interface module or pull a fibre and confirm the station stays in control.
  • Recovery: restore each element and confirm resynchronisation and alarm clear.
CASE STUDY

TenneT 980 MW HVDC platform

We carried out control system commissioning on TenneT's 980 MW HVDC offshore converter platform, built by McDermott at its Jebel Ali yard in Dubai. The platform connects German North Sea offshore wind farms to the grid.

ARCHITECTURE

Two S7-400H systems

Redundant Siemens S7-400H controllers with CPU 410-5H, PS 405 and CP 443-1. KE0001 runs integrated monitoring and control (IMAC). KE0002 runs the power management system (PMS). ET 200SP HA distributed I/O over PROFINET and LC multimode fibre.

REDUNDANCY

Every layer duplicated

SCALANCE XF204-2BA and XF204-2BA DNA switches for PRP redundant networks. SITOP PSU6200 trains with a SITOP RED1200 redundancy module and E-T-A REX12D electronic circuit breakers. Interface relay marshalling with push-in terminals and IEC 81346 designations on every device.

A system like this shows why failover testing has to be planned layer by layer. Each redundant CPU pair, each PRP network, each 24 V DC train and each electronic breaker channel is a separate test with its own expected result. Consistent IEC 81346 reference designations made it possible to trace every device from drawing to cabinet to test sheet without ambiguity.

Standards

Standards that govern commissioning

Client specifications usually call up these standards. We write test procedures that reference the clauses that apply, so the test record stands up to audit.

Acceptance testsIEC 62381

FAT, SAT and SIT for automation systems in the process industry: scope, documents and responsibilities.

Commissioning phasesIEC 62337

Phases and milestones for commissioning electrical, instrumentation and control systems in the process industry.

Loop checksIEC 62382

Electrical and instrumentation loop checks, from installation checks to the functional loop test.

Functional safetyIEC 61511

SIS lifecycle for the process sector, including installation, commissioning, safety validation and proof testing.

Safety devicesIEC 61508

Functional safety of E/E/PE safety-related systems. Basis for the SIL capability of SIS hardware.

Hazardous areasIEC 60079-14 / -17

Design and installation of electrical equipment in explosive atmospheres, and its initial and periodic inspection.

Network redundancyIEC 62439-3

Parallel Redundancy Protocol (PRP) and HSR for seamless failover of industrial Ethernet.

Alarm managementISA-18.2 / IEC 62682

Alarm philosophy, rationalisation and performance, checked during commissioning and startup.

Signal levelsNAMUR NE43

Standard 4 to 20 mA failure signalling levels used to set and test transmitter fault detection.

How we deliver it

Our control system commissioning process

We follow the same sequence on a single PLC package or a multi-system platform. The scale changes. The gates do not.

  1. Review the design and plan. We read the functional design, cause and effect charts, safety requirements specification, loop drawings and I/O list, and raise queries before tests are written.
  2. Write procedures and check sheets. FAT, SAT, SIT and loop check procedures are written against the standards and client specifications and approved by the client before use.
  3. Witness or run the FAT. We test hardware, software, I/O, HMI and redundancy at the factory and log every deviation on the punch list.
  4. Verify mechanical completion. We walk down each subsystem against the drawings, check Ex equipment, terminations and earthing, and grade punch items A, B or C.
  5. Pre-commission. Insulation resistance and continuity tests, cold loop checks, power supply checks, first power-up and network verification, including fibre loss tests.
  6. Hot loop check every tag. Five-point injection for analogue loops, valve stroking, digital input operation at the device and HART configuration checks.
  7. Function and cause and effect tests. Control loops, sequences, interlocks, shutdown matrices and fire and gas logic, cell by cell.
  8. Validate the SIS and test failover. SIF validation to the safety requirements specification, then controller, network and power redundancy tests.
  9. Support startup and performance tests. Loop tuning, alarm review and on-shift support while operators take over, then measured performance runs.
  10. Hand over. Compile the commissioning dossier, final software backups and as-builts, and transfer care, custody and control with the agreed punch list.
Short shutdown window?Push testing into the FAT and use simulation, so site work is installation and loop checks only.
Many vendor packages?Plan a formal SIT with an interface register so each protocol link is tested once and signed.
Safety system on the job?Book SIS validation as a separate gate with its own sign-off, not a line in the SAT.
Need people fast?We can field commissioning teams of 50 or 100 with their own supervisors.
Deliverables

Commissioning documents you receive

Every test leaves a signed record. These are the documents that make up a complete commissioning dossier.

DocumentContent
Commissioning planSystems breakdown, sequence, gates, resources and responsibilities. IEC 62337
FAT, SAT and SIT procedures and reportsApproved procedures, signed results, deviations and punch lists. IEC 62381
Loop check sheetsPer-tag cold and hot loop records, injection readings, HART configuration and valve stroke data. IEC 62382
Cable test recordsInsulation resistance, continuity and fibre loss results by cable number.
Cause and effect test recordsSigned matrix with every cause and effect cell tested.
SIS validation reportSIF by SIF results against the safety requirements specification, with logic version and checksum. IEC 61511-1 cl. 15
Redundancy test reportController, network and power failover results and recovery times.
Punch list and completion certificatesMechanical completion, ready for commissioning and handover certificates with the final A, B and C status.
Software and as-builtsFinal project backups, as-built loop drawings, I/O list and marked-up cabinet drawings.
GCC site conditions

Commissioning in the UAE, Saudi Arabia and the Gulf

We have worked in the region for more than 17 years, from Dubai and Abu Dhabi to Saudi Arabia, Qatar, Oman, Kuwait and Bahrain. Gulf sites change how commissioning is planned and what it must check.

HEAT

High ambient temperature

Summer shade temperatures pass 45°C and cabinets in the sun run far hotter. We check panel cooling, power supply and I/O derating and the temperature rating of field devices before energising, and plan outdoor hot loop checks for the cooler hours.

DUST

Sand, dust and humidity

Fine dust gets into open cabinets and connectors during construction. Coastal humidity causes condensation overnight. We check IP ratings, gland sealing, anti-condensation heaters and cleanliness at mechanical completion, and keep fibre ends capped until patching.

EX

Hazardous areas and client specs

Oil and gas sites need Ex inspection to IEC 60079-17 before energising. Clients such as ADNOC, Saudi Aramco, QatarEnergy and PDO set their own completion and handover procedures. We write our check sheets to the client's system rather than ask the client to adopt ours.

FAQ

Commissioning: common questions.

Short answers to what clients ask us most. For anything specific to your plant, talk to an engineer.

What is control system commissioning?

It is the structured testing that proves an installed control system works as designed on the real plant. It runs from factory acceptance testing through mechanical completion, pre-commissioning, loop checks, function tests and startup to handover. Every step leaves a signed record.

What is the difference between FAT and SAT?

A factory acceptance test (FAT) checks the hardware and software at the supplier's works before shipping, usually with simulated I/O. A site acceptance test (SAT) repeats the key checks on site with the real field devices connected, after installation. IEC 62381 defines both, plus the site integration test (SIT) for interfaces between systems.

What is the difference between pre-commissioning and commissioning?

Pre-commissioning covers static and de-energised checks such as insulation resistance, continuity, cold loop checks and first power-up. Commissioning is dynamic testing with the system live, such as hot loop checks, function tests and cause and effect tests. Pre-commissioning ends with a ready for commissioning certificate.

What is a hot loop check and a cold loop check?

A cold loop check tests the wiring with power off: continuity, correct terminations and insulation resistance. A hot loop check is done with the system powered, injecting a signal at the field device and confirming the reading, alarms and trips at the HMI. Analogue loops are normally checked at 0, 25, 50, 75 and 100 percent of range.

What are A, B and C punch list items?

Punch items are graded by what they block. A items must be closed before the next completion gate, B items can be carried forward but must be closed before startup or handover, and C items are minor and can be closed after handover by agreement. The exact rules are set in each project's completion procedure.

How is a safety instrumented system validated during commissioning?

IEC 61511 requires SIS safety validation on the installed system before the hazard is present. Each safety instrumented function is tested against the safety requirements specification, including trip setpoints, voting, final element action, response time, bypasses and resets. The results and the logic version are recorded in the validation report.

How long does control system commissioning take?

It depends on the I/O count, the number of systems and interfaces, and site readiness. A single PLC package may take days, while a large platform with several redundant systems takes months. A thorough FAT and a clear completion system shorten site time more than anything else.

Do you provide commissioning engineers in Dubai, Abu Dhabi and Saudi Arabia?

Yes. We work across the UAE, Saudi Arabia, Qatar, Oman, Kuwait and Bahrain, as well as Europe. We can supply individual engineers or full commissioning teams of 50 or 100 people with their own supervisors.

Request a quote

Request a control system commissioning quote

Tell us what system you have, where it is and what stage the project has reached. We will come back with a commissioning approach, team size and programme. Call +971 54 774 6012 or message us on WhatsApp at +44 7746 964222.

  • Control system type, vendor and platform
  • Approximate I/O count and number of controllers
  • Site location and access conditions
  • Current project stage: FAT, construction or pre-commissioning
  • Functional design specification and I/O list
  • Cause and effect charts and safety requirements specification
  • Loop drawings and cabinet drawings
  • Client specifications and completion procedure
  • Required start date and duration
  • Team size and disciplines needed