Best practice instrument review

A WIKA best practice instrument review collects data on-site of a sampling of instrumentation at your operation - including base and operating performance - in order to identify areas of potential or immediate danger.

Phase 1. Interview

  • Discussion between WIKA rep and the customer
  • Explains the purpose of the instrument review and how it will be conducted
  • Explains benefits of the program to the customer
  • Determines the match of the customer to the program

Phase 2. Pre-Meeting

  • Determines which units (or sections) of the plant will be reviewed
  • Determines roles and responsibilities of team
  • Notes prohibited and exempt areas of plant
  • Reviews list of problematic installations with customer
  • Discusses safety procedures

Phase 3. Instrument application review

  • Walk-through led by customer representative
  • Review gauge installations
  • Record gauge installations demonstrating unwanted conditions
  • Record gauges demonstrating installation best practices

Phase 4. Post-Meeting

  • Evaluate information collected from the review with customer
  • Note installations that pose an immediate safety concern
  • Develop plan with customer to either block-out such installations or investigate immediately
  • Set schedules for a "follow-up" meeting

Phase 5. Follow-up meeting and presentation

  • Present general findings and Executive Summary from the WIKA instruments application review
  • Present an application review spreadsheet that gives a detailed description of the gauges reviewed with a unique color-coded "attention ratings" key
  • Provide recommendations for improvement based on best practices
  • Develop a "go-forward" strategy with the customer