Proven Engineering Templates & Tools to Save Time & Reduce Risk

Set of 53 user configurable ISA S20 Compliant Datasheets in Excel format. Low-cost solution fundamental to OSHA Process Safety Management. Summarize specs for Equipment, Valves, Instrumentation, and Switches.

Set of 80 user configurable ISA TR20 Compliant Datasheets in Excel format. Analysis, Valve & Regulator, Flow, Level, Pressure & Differential Pressure, Pressure Safety, Receiver, Temperature, Weight, and Position Devices. ISA TR20 is a newer standard than ISA S20.

Specify the physical properties and electrical characteristics of an induction motor with our fully editable datasheet template. Induction Motor Datasheet Template provided in friendly Excel format.

Designed with process engineers in mind, our servo motor datasheet template in Excel format is your solution for streamlined and accurate documentation in automation projects. This template provides a structured approach to recording vital motor specifications, ensuring data consistency across all your automation designs.

Designed with process engineers in mind, this ISA compliant pressure relief valve datasheet in Excel format is your solution for streamlined and accurate documentation in automation projects. This template provides a structured approach to recording vital pressure relief valve specifications, ensuring data consistency across all your automation designs.

Perform traditional Cv calculations. Graph the installed flow characteristic and installed gain of a valve when it is installed in a particular system. Based on ANSI/ISA-75.01.01 (IEC 60534-2-1 Mod) -2012 "Flow Equations for Sizing Control Valves."  

Manage your process hazard and risk analysis. Improve the quality of your PHA with our consistent framework that provides What-If question, scenario, risk, and equipment management. Import data easily. Organize and filter your What-If study information.

Ammonia Process Hazard Analysis Question Set for Refrigeration Systems and OSHA PSM and EPA Risk Management. Most of what is needed for any ammonia system regardless of size is included in this question set absent any site specific issues that are always unique to the situation.

Maintaining the mechanical integrity of your ammonia refrigeration systems is not just a best practice – it's a regulatory necessity. Our meticulously developed Mechanical Integrity Procedures document is designed to guide your organization toward compliance.

Flood mitigation guide consists of action items organized in a checklist and provided in Excel format. The following water treatment system components are covered:

• Buildings
• Chemical and Other Storage
• Instrumentation and Electrical Controls
• Power Supply
• Water Intake, Distribution and Storage
• Booster Stations and Other Pumps
• Process Water Treatment Plant

Optimize PSV service intervals with our decision-driven procedure. Learn when & how to adjust intervals for enhanced safety & compliance.

Maintaining pressure safety valves (PSVs) is critical for the safe operation of your facility. Our comprehensive PSV Service Interval Procedure is designed to help you manage OSHA compliance and PSM requirements, ensuring the integrity of your equipment and the safety of your personnel.

Reduce risk and improve compliance with our fully editable Management of Change (MOC) Program Template in Word format. You have undoubtedly heard the saying that the left hand has no idea what the right hand is doing. In the process industry, scenarios like this can result in catastrophes—injuries, loss of opportunity, loss of life, or perhaps even the loss of the entity. Accident investigators have said for years that the root cause of the accident has been improper implementation of change management.

A Process Hazard Analysis (PHA) is the heart of any well developed Process Safety Management program. The objective of a PHA is to develop a thorough, orderly, systematic approach for identifying, evaluating, and controlling potential hazards within a process involving potentially hazardous chemicals.

Intro PHA video providing a real-world What-If Scenario and its' Likelihood, Consequence and Severity. The Risk Matrix is discussed. Applicable Engineering / Administrative Controls for mitigating the risk are presented.

Instructional video for the What-If PHA Spreadsheet (PHA Tool). Demonstrates Importing Equipment, Areas, Processes, and What-If Questions. Presents the workbook operation, selection of questions, and creation of a What-If Session. Charts are shown for the Risk Assessment Matrix, Likelihoods, Severities, and Risk Assessment Values.

PHA Revalidation per OSHA PSM / EPA RMP Regulation (Section 2760.2)(f) At least every five years after the completion of the initial PHA, the PHA shall be updated and revalidated by a team meeting the requirements in section (d)

Use our template for consolidating numerous regulations and multiple emergency response plans concerning releases of ammonia or other hazardous substances into one functional plan. Our template is geared towards ammonia refrigeration systems however it is useful for any facility with a hazardous chemical inventory.

Real-world sample PHA using What-If Methodology provides valuable insight for newcomers to the process.

Major Equipment, HVAC, Building, and Lockout/Tagout (LOTO) Procedures Checklists. PM Checklists are in Excel format. Recommended maintenance intervals are included. Build your Preventive Maintenance Program or CMMS Task Library.

Inspection, Instrumentation, Electrical, Fixed - Rotating Equipment, and Rigging. Designed for OSHA PSM and EPA Mechanical Integrity Requirements. 97 maintenance procedures provided in Microsoft Word format.

Analyze your resources (ie: employees, vacation, holiday, sick leave, etc.) to ensure you have sufficient man-hours for your annual corrective and preventive maintenance. Establish the frequency for how often tasks are performed.

Develop a Plan to Implement Flood Mitigation Measures:

• Understand the Threat of Flooding
• Identify Vulnerable Assets and Determine Consequences
• Identify and Evaluate Mitigation Measures
• Develop a Plan to Implement Mitigation Measures

Flood mitigation guide consists of action items organized in a checklist and provided in Excel format. The following water treatment system components are covered:

• Buildings
• Chemical and Other Storage
• Instrumentation and Electrical Controls
• Power Supply
• Water Intake, Distribution and Storage
• Booster Stations and Other Pumps
• Process Water Treatment Plant

Maximize the performance, reliability, and safety of your solar energy systems with our comprehensive Preventive Maintenance Checklist. This essential resource provides detailed guidance for ensuring the longevity and efficiency of your solar installations, and addresses compliance across a variety of industries. This checklist includes 79 specific maintenance tasks for solar panels, inverters, batteries and all major components, all in one easy to use Excel compatible format.

Mechanic's Mate is the right tool to help you reach your maintenance goals. Mechanic's Mate binds the technical aspects of a quality CMMS system with the practical knowledge and expertise of the trade. Our years of experience coupled with the recommendations of the clients helped us provide a package that is as reliable as it is practical. Mechanic's Mate is Non Web-based, Windows Client Software.

If you have an effective ongoing maintenance plan in place, most break-down work can be avoided. Surprisingly, maintenance intervals throughout industry continue unchallenged. Checks are being made too often, or not often enough: the result; a dereliction of proper maintenance or a simple waste of resources.

How many times have you heard or read of an accident where the victim had been previously warned or reprimanded for working in an unsafe manner? Could this accident have been prevented? Probably so! Written safety programs only go so far. The solution must start with the safety culture of the company. Everyone in the company should be made aware of certain basic work rules and given the authority to enforce these rules.

Go that extra step to protect your employees from catastrophic risks.

Peter Drucker, the renowned modern business guru, is credited with the following: “If you can’t measure it, you can’t improve it...”

Use our Leading Indicators Template in Excel to improve workplace safety, improve workers' compensation outcomes, and reduce costs.