Asset Engineering Requirements (AER) – Sub Category 4.0
DISCOVER – What engineering data is essential?
Identify the engineering data required for asset design, upgrades, and performance analysis, including standards, design calculations, specifications, drawings, and historical engineering changes.
DEFINE – How will engineering data be structured?
Standardise engineering documentation, metadata, naming conventions, revision control, and classification to support strong lifecycle governance and engineering change control.
DESIGN – What tools manage engineering data?
Deploy CAD platforms, modelling tools, and engineering document management systems integrated with the AMS to support versioning, traceability, and compliance.
DEPLOY – How will engineering data be maintained?
Establish document control workflows, engineering review cycles, and integration with maintenance and operations so all teams rely on accurate, up-to-date engineering records.
6W1H Analysis
Engineers and Project Managers oversee engineering data. Documents include specifications, drawings, standards, and compliance records stored in engineering document systems. Updates occur during design changes or upgrades. The purpose is engineering integrity and regulatory compliance. Tools include CAD suites and document control systems. Costs include software licences, training, and specialist engineering resources.
DISCOVER
Assess which engineering standards and guidelines are applicable across asset classes and operational environments.
DEFINE
Specify required standards for each asset category, integrating industry codes of practice with internal engineering requirements.
DESIGN
Build a controlled digital repository providing quick access to standards, guidelines, and engineering references.
DEPLOY
Deliver structured training and update processes to ensure engineers always work with current compliant standards.
6W1H Analysis
Engineering Teams and Compliance Officers manage standards. Documentation stored in controlled digital libraries. Standards are referenced during design, maintenance, and audits. The purpose is safety, compliance, and engineering consistency. Costs include document management systems and training.
DISCOVER
Identify foundational design parameters, operational constraints, environmental assumptions, and engineering requirements for all new assets and major upgrades.
DEFINE
Document the basis of design, ensuring alignment with organisational strategy, operational needs, and regulatory requirements.
DESIGN
Configure project and design management systems that record, version, and distribute all BD documents.
DEPLOY
Ensure project teams reference BD documents throughout engineering, procurement, construction, and commissioning processes.
6W1H Analysis
Project Managers and Design Engineers develop BD documentation. Stored in project databases with version control. Created during early project phases and updated throughout execution. Purpose is alignment, compliance, and design coherence. Costs include software licences and document control resources.
DISCOVER
Define requirements for full, accurate piping and instrumentation diagrams for process facilities.
DEFINE
Establish standards for PID creation, revision, and control to ensure they reflect current system configuration.
DESIGN
Implement PID drafting protocols and integrate diagrams into operations, training, and maintenance workflows.
DEPLOY
Maintain and update PIDs whenever modifications, instrumentation changes, or process adjustments occur.
6W1H Analysis
Operations Engineers and Auditors manage PIDs. Stored in operational manuals and digital repositories. Updated when plant changes occur. Purpose is safety, troubleshooting, and regulatory compliance. Costs include CAD tools, drafting expertise, and documentation systems.
DISCOVER
Gather and consolidate all as-built drawings representing the constructed physical condition of assets and facilities.
DEFINE
Establish protocols and controls for generating, storing, updating, and approving as-built drawings.
DESIGN
Implement document control systems with versioning to ensure accurate, traceable as-built records.
DEPLOY
Maintain a disciplined update routine following modifications, refurbishments, or construction works.
6W1H Analysis
Facility Managers and Construction Teams maintain drawings. Stored in digital document management systems. Updated after construction or modification. Purpose is planning, compliance, and maintenance accuracy. Costs include CAD tools and document control resources.
DISCOVER
Identify all OEM manuals, technical data sheets, and operational documentation required for safe and effective asset management.
DEFINE
Standardise acquisition, classification, and storage processes to ensure manuals are up-to-date and available.
DESIGN
Develop a digital library with controlled access for maintenance, engineering, and training staff.
DEPLOY
Maintain manual updates as equipment changes, inspections occur, or OEM revisions are issued.
6W1H Analysis
Technicians and Trainers rely on OEM manuals. Stored in a managed digital repository. Used during installation, maintenance, and troubleshooting. Purpose is correct equipment operation and compliance. Costs include digital storage solutions and periodic updates.