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Workflows

An isolation plan that accounts for every source.

An isolation is only as safe as its list. Every energy source on the system, every boundary valve, every blind and lock point, identified before the crew walks out. An Intuigent drafts that boundary and that list from the plant as built, cited to every sheet the trace crossed.

Why isolation planning is hard to get complete

The dangerous part of an isolation plan is not writing it. It is knowing when it is finished.

  • Energy hides in more than one form. Pressure is the obvious source. Electrical feeds, gravity drain-back from elevated inventory, chemical reaction and residual product, and stored energy each have to be found separately, and each fails differently when missed.
  • Boundaries cross sheets. A system worth isolating rarely lives on one drawing. The trace runs through off-page connectors across P&IDs, and every connector is a chance to lose a line. Done by hand, it consumes a senior engineer's day and demands their full attention for all of it.
  • The list has no natural end. Utility ties, shared relief headers, drains, vents, and instrument connections all cross the boundary somewhere. Nothing tells the planner the enumeration is complete. The plan gets declared done, not proven done.

Missed sources on multi-sheet systems are how people get hurt. The lockout/tagout rule, OSHA 29 CFR 1910.147, assumes the plan behind the permit is complete. Getting to complete is the whole problem.

The workflow

The boundary and the list, drafted from the graph.

Give the Intuigent the equipment and the work. It works from the compiled graph of your plant, so the boundary trace and the point list arrive cited to the sheets they came from.

01

Trace the boundary

Follows every line into and out of the system across sheets, through off-page connectors, until the boundary closes. The multi-sheet trace that consumes a day takes the graph seconds.

02

Enumerate the energy sources

Pressure, electrical, gravity drain-back, chemical, stored energy. Each source is identified per line and per equipment item, not assumed from the service.

03

Sweep the interfaces

Utility ties, shared relief headers, drains and vents, instrument and sample connections. The lines that do not look like process lines are the ones that get missed.

04

List the isolation points

Every valve, blind location, and lock point on the boundary, each cited to its sheet and connector. Where positive isolation calls for a blind rather than a closed valve, the list says so.

05

Assemble the draft plan

The marked boundary, the point list, and the citations, packaged for the field walk-down. What the crew verifies is a complete draft, not a blank page.

Division of labor

IntuigentDoes the legwork

  • Multi-sheet boundary traces through off-page connectors, cited to each sheet
  • Energy source enumeration: pressure, electrical, gravity, chemical, stored
  • Isolation point lists: valves, blinds, and lock points with drawing citations
  • Interface sweeps for utilities, relief headers, drains, and vents
  • A draft plan built for verification, not for trust

Your teamOwns the judgment

  • Walks the boundary and verifies every point against the physical plant
  • Sets the isolation sequence and applies the locks and tags
  • Resolves field-versus-drawing discrepancies and feeds them back
  • The permit authority reviews the plan and signs it
Why this matters on multi-sheet systems. The missed source is almost never on the sheet in front of the planner. It is two connectors away, on a drawing nobody opened. A draft built from the compiled graph starts from the full topology, so the crew's field verification confirms a complete list instead of discovering an incomplete one.
5%of a P&ID is text. The rest is the topology an isolation trace runs on.
18 hrsfrom source-system connection to a compiled, queryable plant.
40%of an engineer's day is spent finding information the plant already has.
1 in 2process engineers reach retirement age this decade. The tracing skill leaves with them.

How a P&ID becomes a queryable plant

Bring us your hardest boundary.