Procedure Automation for Continuous Process Operations ⌂ Table of Contents
Chapter 7

Procedure Automation Strategy

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Introduction

The Procedure Automation Strategy work process establishes and maintains the standardized framework that guides how automated procedures are developed, implemented, and managed throughout their entire lifecycle. When applied to a specific automated procedure, it defines step-by-step workflows, specifies tools and software to be used, and identifies deliverables that must be produced at each phase.

Key Point

This strategy work process operates separately from any individual procedure's development cycle. This separation ensures that each new automation project has a consistent, proven foundation rather than starting from scratch each time.

Continuous Improvement Cycle

The Procedure Automation Strategy incorporates a continuous improvement cycle that receives input from multiple sources:

All these influences help shape and refine the guidelines in the organization's Procedure Automation Philosophy — the high-level document defining automation principles for the organization.

Project Activities

When implementing the strategy for a specific project, the following activities should occur in sequence:

  1. Copy the User Requirements Specification (URS) templates from company resources
  2. Review and finalize URS for the project
  3. Copy the Automated Procedure Lifecycle FRS from company resources
  4. Review and finalize FRS for the project
  5. Copy the Automated Procedure Lifecycle DDS from company resources
  6. Review and finalize DDS for the project
  7. Develop code and simulation, then verify by IAT, FAT, and SAT

Requirements

Requirement 07-1 (Critical)

The Procedure Owner shall periodically review the Procedure Automation Strategy against industry guidelines and this standard. Industry guidelines include standards from ISA and IEC, which provide frameworks for safe and effective automation implementation.

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