EN IEC 62381:2024
(Main)Automation systems in the process industry - Factory acceptance test (FAT), site acceptance test (SAT), and site integration test (SIT)
Automation systems in the process industry - Factory acceptance test (FAT), site acceptance test (SAT), and site integration test (SIT)
IEC 62381:2024 defines requirements and checklists for the factory acceptance test (FAT), the factory integration test (FIT), the site acceptance test (SAT), and the site integration test (SIT). These tests are carried out to demonstrate that the automation system meets the requirements of the applicable specification. This document provides a means for all parties, including the owner, the buyer, and the vendor, to clearly establish and agree on the scope of activities and responsibilities involved in performing these tests in order to achieve a timely delivery and acceptance of the automation system. The activities specified in this document can be used to develop test plans adapted to the specific requirements of the process/plant/equipment. The annexes of this document contain checklists which are available for consideration when preparing specific test procedures and documentation for a specific automation system. This edition includes the following significant technical changes with respect to the previous edition: a) General re-organization of the standard; b) Current technology incorporated; c) Optional factory integration test (FIT) added; d) Replaced the forms in the annexes with detailed checklists of activities which can be used to develop project-specific test plans; and e) Provided additional references to other applicable standards.
Automatisierungssysteme in der verfahrenstechnischen Industrie - Werksabnahme (FAT), Abnahme der installierten Anlage (SAT) und Integrationstest (SIT)
Systèmes d'automatisation dans l’industrie de transformation - Essais d'acceptation en usine (FAT), essais d'acceptation sur site (SAT) et essais d'intégration sur site (SIT)
L'IEC 62381:2024 définit les exigences et les listes de contrôle pour les essais d'acceptation en usine (FAT – factory acceptance test), les essais d’intégration en usine (FIT – factory integration test), les essais d'acceptation sur site (SAT – site acceptance test) et les essais d'intégration sur site (SIT – site integration test). Ces essais sont réalisés pour démontrer que le système d'automatisation satisfait aux exigences de la spécification applicable. Le présent document a pour objet de permettre à toutes les parties, y compris le maître d’ouvrage, l’acheteur et le fournisseur, de définir clairement et de convenir de l’étendue des activités et des responsabilités liées à l'exécution de ces essais, afin de finaliser la livraison et l'acceptation des systèmes d’automatisation dans les délais prévus. Les activités décrites dans le présent document peuvent être utilisées pour élaborer des plans d’essai adaptés aux exigences spécifiques du processus, de l'usine ou de l'équipement. Les annexes du présent document contiennent des listes de contrôle qui peuvent être prises en considération lors de l’élaboration des procédures et documents d’essai spécifiques pour un système d’automatisation particulier. Les principales modifications par rapport à l'édition précédente sont les suivantes: a) réorganisation générale de la norme; b) intégration de la technologie actuelle; c) ajout d’un essai d’intégration en usine (FIT) facultatif; d) remplacement des formulaires dans les annexes par des listes de contrôle détaillées d’activités qui peuvent être utilisées pour élaborer des plans d’essai spécifiques à un projet; et e) ajout de références supplémentaires à d’autres normes applicables.
Avtomatizacijski sistemi v procesni industriji - Tovarniški prevzemni preskus (FAT), prevzemni preskus pri prevzemniku (SAT) in preskus integracije pri prevzemniku (SIT) (IEC 62381:2024)
Standard IEC 62381:2024 določa zahteve in kontrolne sezname za tovarniški prevzemni preskus (FAT), tovarniški preskus integracije (FIT), prevzemni preskus pri prevzemniku (SAT) in preskus integracije pri prevzemniku (SIT). S temi preskusi se dokaže, da avtomatizacijski sistem izpolnjuje zahteve veljavne specifikacije. Ta dokument omogoča vsem strankam, vključno z lastnikom, kupcem in prodajalcem, da jasno določijo in se dogovorijo o obsegu dejavnosti in odgovornosti, vključenih v izvajanje teh preskusov, s čimer se dosežeta pravočasna dobava in prevzem avtomatizacijskega sistema. Dejavnosti iz tega dokumenta je mogoče uporabiti za razvoj načrtov preskušanja, prilagojenih posebnim zahtevam procesa, obrata ali opreme. Dodatki k temu dokumentu vsebujejo kontrolne sezname, ki se lahko upoštevajo pri pripravi posebnih preskusnih postopkov in dokumentacije za določen avtomatizacijski sistem.
Ta izdaja v primerjavi s prejšnjo vključuje naslednje pomembne tehnične spremembe:
a) vsebina standarda je bila v splošnem preurejena;
b) vključena je trenutna tehnologija;
c) dodan je bil izbirni tovarniški preskus integracije (FIT);
d) namesto obrazcev so v dodatkih podani podrobni kontrolni seznami dejavnosti, ki jih je mogoče uporabiti pri razvoju projektnih načrtov preskušanja; ter
e) vključeni so dodatni sklici na druge veljavne standarde.
General Information
Relations
Standards Content (Sample)
SLOVENSKI STANDARD
01-december-2024
Avtomatizacijski sistemi v procesni industriji - Tovarniški prevzemni preskus
(FAT), prevzemni preskus pri prevzemniku (SAT) in preskus integracije pri
prevzemniku (SIT) (IEC 62381:2024)
Automation systems in the process industry - Factory acceptance test (FAT), site
acceptance test (SAT), and site integration test (SIT) (IEC 62381:2024)
Automatisierungssysteme in der verfahrenstechnischen Industrie - Werksabnahme
(FAT), Abnahme der installierten Anlage (SAT) und Integrationstest (SIT) (IEC
62381:2024)
Systèmes d'automatisation pour les procédés industriels - Essais d'acceptation en usine
(FAT), essais d'acceptation sur site (SAT) et essais d'intégration sur site (SIT) (IEC
62381:2024)
Ta slovenski standard je istoveten z: EN IEC 62381:2024
ICS:
25.040.40 Merjenje in krmiljenje Industrial process
industrijskih postopkov measurement and control
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
EUROPEAN STANDARD EN IEC 62381
NORME EUROPÉENNE
EUROPÄISCHE NORM September 2024
ICS 25.040.40 Supersedes EN 62381:2012
English Version
Automation systems in the process industry - Factory
acceptance test (FAT), site acceptance test (SAT), and site
integration test (SIT)
(IEC 62381:2024)
Systèmes d'automatisation dans l'industrie de Automatisierungssysteme in der verfahrenstechnischen
transformation - Essais d'acceptation en usine (FAT), Industrie - Werksabnahme (FAT), Abnahme der installierten
essais d'acceptation sur site (SAT) et essais d'intégration Anlage (SAT) und Integrationstest (SIT)
sur site (SIT) (IEC 62381:2024)
(IEC 62381:2024)
This European Standard was approved by CENELEC on 2024-09-03. CENELEC members are bound to comply with the CEN/CENELEC
Internal Regulations which stipulate the conditions for giving this European Standard the status of a national standard without any alteration.
Up-to-date lists and bibliographical references concerning such national standards may be obtained on application to the CEN-CENELEC
Management Centre or to any CENELEC member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by translation
under the responsibility of a CENELEC member into its own language and notified to the CEN-CENELEC Management Centre has the
same status as the official versions.
CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulgaria, Croatia, Cyprus, the Czech Republic,
Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, the
Netherlands, Norway, Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland,
Türkiye and the United Kingdom.
European Committee for Electrotechnical Standardization
Comité Européen de Normalisation Electrotechnique
Europäisches Komitee für Elektrotechnische Normung
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2024 CENELEC All rights of exploitation in any form and by any means reserved worldwide for CENELEC Members.
Ref. No. EN IEC 62381:2024 E
European foreword
The text of document 65E/1080/FDIS, future edition 3 of IEC 62381, prepared by SC 65E "Devices
and integration in enterprise systems" of IEC/TC 65 "Industrial-process measurement, control and
automation" was submitted to the IEC-CENELEC parallel vote and approved by CENELEC as
The following dates are fixed:
• latest date by which the document has to be implemented at national (dop) 2025-06-03
level by publication of an identical national standard or by endorsement
• latest date by which the national standards conflicting with the (dow) 2027-09-03
document have to be withdrawn
This document supersedes EN 62381:2012 and all of its amendments and corrigenda (if any).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CENELEC shall not be held responsible for identifying any or all such patent rights.
Any feedback and questions on this document should be directed to the users’ national committee. A
complete listing of these bodies can be found on the CENELEC website.
Endorsement notice
The text of the International Standard IEC 62381:2024 was approved by CENELEC as a European
Standard without any modification.
In the official version, for Bibliography, the following notes have to be added for the standard indicated:
IEC 61511 series NOTE Approved as EN 61511 series
IEC 62443 series NOTE Approved as EN IEC 62443 series
IEC 62708 NOTE Approved as EN 62708
IEC 62881 NOTE Approved as EN IEC 62881
Annex ZA
(normative)
Normative references to international publications
with their corresponding European publications
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any amendments)
applies.
NOTE 1 Where an International Publication has been modified by common modifications, indicated by (mod),
the relevant EN/HD applies.
NOTE 2 Up-to-date information on the latest versions of the European Standards listed in this annex is available
here: www.cencenelec.eu.
Publication Year Title EN/HD Year
IEC 62382 - Control systems in the process industry - EN IEC 62382 -
Electrical and instrumentation loop check
IEC 62381 ®
Edition 3.0 2024-07
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
Automation systems in the process industry –
Factory acceptance test (FAT), site acceptance test (SAT), and site integration
test (SIT)
Systèmes d'automatisation dans l’industrie de transformation –
Essais d'acceptation en usine (FAT), essais d'acceptation sur site (SAT) et
essais d'intégration sur site (SIT)
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
INTERNATIONALE
ICS 25.040.40 ISBN 978-2-8322-9418-5
– 2 – IEC 62381:2024 © IEC 2024
CONTENTS
FOREWORD . 6
INTRODUCTION . 8
1 Scope . 9
1.1 General applicability . 9
1.2 Exclusions . 9
1.2.1 Prior- and post-test activities . 9
1.2.2 Regulated industries . 9
1.2.3 Safety instrumented systems . 9
1.2.4 Manufacturing execution systems . 9
1.2.5 Advanced process control . 9
1.2.6 Security for industrial automation and control systems . 9
2 Normative references . 10
3 Terms, definitions and abbreviated terms . 10
3.1 Terms and definitions . 10
3.2 Abbreviated terms . 13
4 Overview of automation system testing . 13
4.1 General . 13
4.2 Methods of test performance . 14
4.3 Project design changes . 14
4.4 Adapted procedures in the event of modifications to existing systems . 14
5 Factory acceptance test (FAT) . 15
5.1 General . 15
5.2 Performance . 15
5.3 Pre-FAT activities . 15
5.3.1 General . 15
5.3.2 Vendor tests . 15
5.3.3 Documentation . 15
5.3.4 Test plan . 16
5.3.5 Test schedule . 16
5.4 FAT punch list . 17
5.4.1 General . 17
5.4.2 Correction . 17
5.4.3 Corrections after FAT . 17
5.5 Documentation of FAT . 18
5.5.1 General . 18
5.5.2 FAT report . 18
5.5.3 FAT final documentation . 18
5.6 FAT completion . 18
6 Factory integration test (FIT) . 19
6.1 General . 19
6.2 Performance . 19
6.3 Pre-FIT activities . 19
6.3.1 General . 19
6.3.2 Test plan . 19
6.3.3 Test schedule . 19
6.4 FIT punch list . 20
IEC 62381:2024 © IEC 2024 – 3 –
6.4.1 General . 20
6.4.2 Correction . 20
6.4.3 Correction after FIT . 20
6.5 Documentation of FIT. 21
6.5.1 General . 21
6.5.2 FIT report . 21
6.5.3 FIT final documentation . 21
6.6 FIT completion . 21
7 Site acceptance test (SAT) . 21
7.1 Performance . 21
7.2 Pre-SAT activities . 22
7.2.1 General . 22
7.2.2 Test plan . 22
7.2.3 Test schedule . 23
7.3 SAT punch list . 23
7.3.1 General . 23
7.3.2 Correction . 23
7.3.3 Correction after SAT . 23
7.4 Documentation of SAT . 24
7.4.1 General . 24
7.4.2 SAT report . 24
7.4.3 SAT final documentation . 24
7.5 SAT completion . 24
8 Site integration test (SIT) . 24
8.1 Performance . 24
8.2 Pre-SIT activities . 25
8.2.1 General . 25
8.2.2 Test plan . 25
8.2.3 Test schedule . 25
8.3 SIT punch list . 26
8.3.1 General . 26
8.3.2 Correction . 26
8.3.3 Correction after SIT . 26
8.4 Documentation of SIT . 27
8.4.1 General . 27
8.4.2 SIT report . 27
8.4.3 SIT final documentation . 27
8.5 SIT completion . 27
Annex A (informative) Factory acceptance testing checklist . 28
A.1 General . 28
A.2 Assemble documentation . 28
A.2.1 General . 28
A.2.2 User requirements specification . 28
A.2.3 Functional requirements specification . 28
A.2.4 Information to vendor . 29
A.2.5 Vendor documentation . 29
A.3 Develop a written test plan and specification . 29
A.3.1 General . 29
A.3.2 Documentation . 29
– 4 – IEC 62381:2024 © IEC 2024
A.3.3 Hardware/software inventory . 30
A.3.4 Mechanical inspection . 30
A.3.5 Wiring and termination inspection . 30
A.3.6 Start-up, shut-down and re-start test and general system functions . 30
A.3.7 System alarm test . 31
A.3.8 Hardware redundancy and diagnostics (including fail and changeover of
redundant units) . 31
A.3.9 Operator interface . 31
A.3.10 Engineering workstation functionality . 31
A.3.11 User management . 32
A.3.12 Network and system security . 32
A.3.13 Test I/O to the operator display. 32
A.3.14 Complete I/O tests . 33
A.3.15 Bus interfaces. 33
A.3.16 Intelligent field devices . 33
A.3.17 FAT open item . 33
A.3.18 Test of communication links to subsystems . 34
A.3.19 Application programming . 34
A.3.20 Check of other system functions . 34
A.4 Develop a test schedule . 35
A.5 FAT certificate . 35
Annex B (informative) Site acceptance testing checklist . 36
B.1 General . 36
B.2 Develop a written test plan and specification . 36
B.2.1 General . 36
B.2.2 Documentation . 36
B.2.3 Hardware/software inventory . 36
B.2.4 Mechanical inspection . 36
B.2.5 Wiring and terminal inspection . 37
B.2.6 System energization . 37
B.2.7 Hardware redundancy and diagnostics . 37
B.2.8 Operator interface . 37
B.2.9 Network and system security . 37
B.2.10 I/O test . 37
B.2.11 Bus interfaces. 37
B.2.12 Intelligent field devices . 37
B.2.13 Application programming . 38
B.3 Develop a test schedule . 38
B.4 SAT certificate . 38
Annex C (informative) Site integration testing checklist . 39
C.1 General . 39
C.2 Develop a written test plan and specification . 39
C.2.1 General . 39
C.2.2 Documentation . 39
C.2.3 Visual inspection . 39
C.2.4 Communications . 39
C.2.5 Operator interface . 39
C.2.6 Hardwired I/O . 40
C.2.7 Functionality . 40
IEC 62381:2024 © IEC 2024 – 5 –
C.3 Develop a test schedule . 40
C.4 SIT certificate . 40
Bibliography . 41
Figure 1 – Project phases and E&I testing . 14
Table A.1 – Test schedule . 35
Table B.1 – Test schedule . 38
Table C.1 – Test schedule . 40
– 6 – IEC 62381:2024 © IEC 2024
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
AUTOMATION SYSTEMS IN THE PROCESS INDUSTRY –
FACTORY ACCEPTANCE TEST (FAT), SITE ACCEPTANCE TEST (SAT),
AND SITE INTEGRATION TEST (SIT)
FOREWORD
1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising
all national electrotechnical committees (IEC National Committees). The object of IEC is to promote international
co-operation on all questions concerning standardization in the electrical and electronic fields. To this end and
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8) Attention is drawn to the Normative references cited in this publication. Use of the referenced publications is
indispensable for the correct application of this publication.
9) IEC draws attention to the possibility that the implementation of this document may involve the use of (a)
patent(s). IEC takes no position concerning the evidence, validity or applicability of any claimed patent rights in
respect thereof. As of the date of publication of this document, IEC had not received notice of (a) patent(s), which
may be required to implement this document. However, implementers are cautioned that this may not represent
the latest information, which may be obtained from the patent database available at https://patents.iec.ch. IEC
shall not be held responsible for identifying any or all such patent rights.
IEC 62381 has been prepared by subcommittee 65E: Devices and integration in enterprise
systems, of IEC technical committee 65: Industrial-process measurement, control and
automation. It is an International Standard.
This third edition cancels and replaces the second edition published in 2012. This edition
constitutes a technical revision.
This edition includes the following significant technical changes with respect to the previous
edition:
a) General re-organization of the standard;
b) Current technology incorporated;
c) Optional factory integration test (FIT) added;
IEC 62381:2024 © IEC 2024 – 7 –
d) Replaced the forms in the annexes with detailed checklists of activities which can be used
to develop project-specific test plans; and
e) Provided additional references to other applicable standards.
The text of this International Standard is based on the following documents:
Draft Report on voting
65E/1080/FDIS 65E/1092/RVD
Full information on the voting for its approval can be found in the report on voting indicated in
the above table.
The language used for the development of this International Standard is English.
This document was drafted in accordance with ISO/IEC Directives, Part 2, and developed in
accordance with ISO/IEC Directives, Part 1 and ISO/IEC Directives, IEC Supplement, available
at www.iec.ch/members_experts/refdocs. The main document types developed by IEC are
described in greater detail at www.iec.ch/publications.
The committee has decided that the contents of this document will remain unchanged until the
stability date indicated on the IEC website under webstore.iec.ch in the data related to the
specific document. At this date, the document will be
• reconfirmed,
• withdrawn, or
• revised.
– 8 – IEC 62381:2024 © IEC 2024
INTRODUCTION
There is an increasing trend in the process industry to shorten the time period for project
execution. At the same time, the complexity of automation systems is being increased due to
the number of connected systems and the use of new technologies, for example, wired and
wireless field sensor networks.
Experience has shown that the owner, the buyer and the vendor have long and extensive
discussions to unambiguously establish the scope of activities and responsibilities in order to
achieve timely delivery and acceptance of automation systems.
This document provides requirements and guidance on acceptance testing of control system
installations, which can lead to a mutual understanding about the scope of activities of each
party.
IEC 62381:2024 © IEC 2024 – 9 –
AUTOMATION SYSTEMS IN THE PROCESS INDUSTRY –
FACTORY ACCEPTANCE TEST (FAT), SITE ACCEPTANCE TEST (SAT),
AND SITE INTEGRATION TEST (SIT)
1 Scope
1.1 General applicability
This International Standard defines requirements and checklists for the factory acceptance test
(FAT), the factory integration test (FIT), the site acceptance test (SAT), and the site integration
test (SIT). These tests are carried out to demonstrate that the automation system meets the
requirements of the applicable specification.
This document provides a means for all parties, including the owner, the buyer, and the vendor,
to clearly establish and agree on the scope of activities and responsibilities involved in
performing these tests in order to achieve a timely delivery and acceptance of the automation
system. The activities specified in this document can be used to develop test plans adapted to
the specific requirements of the process/plant/equipment.
The annexes of this document contain checklists which are available for consideration when
preparing specific test procedures and documentation for a specific automation system.
1.2 Exclusions
1.2.1 Prior- and post-test activities
Engineering and manufacturing activities prior to or after the FAT, FIT, SAT and SIT, such as
loop checks and commissioning, are not covered by this document.
1.2.2 Regulated industries
For applications in the pharmaceutical or other highly specialized industries, additional
guidelines (for example, good automated manufacturing practice (GAMP)), definitions and
stipulations apply in accordance with other applicable existing standards.
1.2.3 Safety instrumented systems
The user can utilize this document to develop necessary testing for basic checks of a safety
system, however, this document does not cover validation of a safety system. IEC 61511
provides requirements for checks and validation of safety instrumented systems.
1.2.4 Manufacturing execution systems
Testing and verification of manufacturing execution systems (MES) is not covered by this
document.
1.2.5 Advanced process control
Testing and verification of advanced process control (APC) is not covered by this document.
1.2.6 Security for industrial automation and control systems
Although this document includes a limited number of network checks, it does not cover complete
network and system security. IEC 62443 provides requirements for automation and control
systems cyber security.
– 10 – IEC 62381:2024 © IEC 2024
2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies.
For undated references, the latest edition of the referenced document (including any
amendments) applies.
IEC 62382, Control systems in the process industry – Electrical and instrumentation loop check
3 Terms, definitions and abbreviated terms
3.1 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminology databases for use in standardization at the following
addresses:
• IEC Electropedia: available at https://www.electropedia.org/
• ISO Online browsing platform: available at https://www.iso.org/obp
3.1.1
advanced process control
APC
several tools and techniques whose common characteristic is taking process automation
beyond the limits of single-loop control
Note 1 to entry: APC includes model-based software that is used to direct the process operation and is commonly
referred to as multivariable predictive control or model predictive control.
3.1.2
automation system
complete system for the monitoring and control of production facilities
Note 1 to entry: An automation system can include a BPCS and can also include a SIS and other subsystems.
3.1.3
basic process control system
BPCS
system which responds to input signals from the process, its associated equipment, other
programmable systems and/or operators and generates output signals causing the process and
its associated equipment to operate in the desired manner but which does not perform any SIF
Note 1 to entry: A BPCS includes all of the devices necessary to ensure that the process operates in the desired
manner.
Note 2 to entry: A BPCS typically can implement various functions such as process control functions, monitoring,
and alarms.
[SOURCE: IEC 61511-1:2016, 3.2.3]
3.1.4
buyer
company purchasing the equipment or control system from the vendor
Note 1 to entry: The buyer can be the owner of the equipment or control system, or the buyer can be another
company.
IEC 62381:2024 © IEC 2024 – 11 –
3.1.5
cold commissioning
phase, during which the activities associated with the testing and operation of equipment or
facilities using test media such as water or inert substances prior to introducing any chemical
in the system take place
3.1.6
control system
system which responds to input signals from the process and/or from an operator and generates
output signals causing the process to operate in the desired manner
Note 1 to entry: The control system includes sensors and final elements and can be either a BPCS or a SIS or a
combination of the two.
[SOURCE: IEC 61511-1:2016, 3.2.10]
3.1.7
detailed design specification
separate document that shows how the system functions and meets the requirements
established in the functional requirements specification
3.1.8
factory acceptance test
FAT
activity, including inspection and testing, to demonstrate that the automation system,
subsystem, or component is in accordance with the specification and is typically conducted at
the vendor's facility
3.1.9
factory integration test
FIT
activity, including inspection and testing, conducted at the vendor's facility to demonstrate that
the merging of some or all of the various subsystems and components into one overall
automation system functions in accordance with the specification
3.1.10
functional requirements specification
FRS
specification listing the detailed operational requirements for a control system (i.e., what the
system does, not how it does it)
3.1.11
hot commissioning
phase during which the activities associated with the testing and operation of equipment or
facilities using the actual chemical process prior to making an actual production run take place
3.1.12
manufacturing execution system
MES
computerized system used in manufacturing to track and document the transformation of raw
materials to finished goods
3.1.13
owner
company that operates the production facilities where the automation system is or will be
installed
– 12 – IEC 62381:2024 © IEC 2024
3.1.14
precommissioning
phase during which the activities of non-operating adjustments, cold alignment checks,
cleaning, and testing of machinery take place
3.1.15
process industry
industry that has a continuous or batch flow and uses chemical reactions, separations, or mixing
techniques in order to create new products, modify existing products or treat waste, and
includes the following types of industries: chemical, petrochemical, water and wastewater
treatment, paper, cement, etc.
Note 1 to entry: Process industry does not include such industries as equipment/machine manufacturing or other
similar industries. It does not include industries which are subject to regulations which have specialized validation
requirements.
3.1.16
punch list
list of all problems found, the corrective action to be taken, party responsible and date
completed
Note 1 to entry: Other information categories can be added as required.
3.1.17
safety instrumented function
SIF
safety function to be implemented by a safety instrumented system (SIS)
[SOURCE: IEC 61511-1:2016, 3.2.66]
3.1.18
safety instrumented system
SIS
instrumented system used to implement one or more SIFs
Note 1 to entry: A SIS is composed of any combination of sensor(s), logic solver(s), and final element(s) (e.g., see
Figure 6 of IEC 61511:2016). It also includes communication and ancillary equipment (e.g., cables, tubing, power
supply, impulse lines, heat tracing).
Note 2 to entry: A SIS can include software.
Note 3 to entry: A SIS can include human action as part of a SIF.
[SOURCE: IEC 61511-1:2016, 3.2.67, modified – Figure 6 and reference to ISA
TR84.00.04:2015 part 1 have been omitted.]
3.1.19
site acceptance test
SAT
activity, including inspection and testing, conducted at the site of the installation, to demonstrate
that the installation of the automation system, any subsystem, or any component is in
accordance with the applicable standards, codes, specifications, and installation instructions
3.1.20
site integration test
SIT
activity, including inspection and testing, conducted at the site of the installation, to demonstrate
that the merging of the various subsystems and components into one overall automation system
is completed and that all components work together in accordance with the specification
IEC 62381:2024 © IEC 2024 – 13 –
3.1.21
tag
unique identifier assigned to a process measurement, calculation, or device within the
automation system
3.1.22
user requirements specification
URS
document that defines the user's (owner's) requirements for the automation system
3.1.23
vendor
manufacturer, distributor, or systems integrator of the automation system, subsystem, or
component
3.2 Abbreviated terms
The following abbreviated terms are used (for terms not otherwise defined in this Clause 3):
DCS Distributed control system
E&I Electrical and instrumentation
ERP Enterprise resource planning
HMI Human machine interface
I/O Input and output
P&ID Piping (or process) and instrumentation diagram
PLC Programmable logic controller
UPS Uninterruptible power supply
4 Overview of automation system testing
4.1 General
An automation system is to be tested at various stages in its development and implementation.
Each new automation system shall be subjected to three tests to demonstrate proper operation
in accordance with project-specific requirements: factory acceptance test (FAT), site
acceptance test (SAT) and site integration test (SIT). Loop tests shall be performed in
accordance with IEC 62382, which typically occur after SIT. All these tests shall be completed,
with any open items documented and agreed upon by all parties involved in the tests, prior to
the system being placed in operation. An optional fourth test, factory integration test (FIT) can
also be performed on all or part of the system while at the vendor's factory.
The typical order of execution of these tests is:
• The factory acceptance test (FAT) is performed on the automation system, subsystem or
component before it leaves the vendor's factory to demonstrate that it functions in
accordance with the project-specific requirements.
• The factory integration test (FIT) is a fourth, optional testing point to demonstrate that the
merging of some or all the various subsystems and components function as specified. This
test is performed after or in conjunction with the FAT, before the automation system,
subsystem or component leaves the vendor's factory.
• The site acceptance test (SAT) is performed after installation on site to demonstrate the
automation system, subsystem, or component is in accordance with the applicable
standards, codes, specifications, and installation instructions. This test is performed after
each subsystem is installed.
– 14 – IEC 62381:2024 © IEC 2024
• The site integration test (SIT) is performed after the SAT to demonstrate that the merging
of the various subsystems and components into one overall automation system is complete
and that all subsyst
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