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Automation retrofit

Make machine states and ownership explicit without assuming that different controllers already speak the same language.

Existing OEM control boundaries, accessible signals and the agreed supervisory scope.

Identify the existing control estate

Record controller and HMI versions, ownership, backups, communications and permitted access. Do not assume an open protocol or editable program.

Specify observable states

Describe the meaning, origin, validity and acknowledgement of ready, running, unavailable and cleaning states. Separate process coordination from safety-rated functions.

Verify failures and recovery

Agree who validates loss of communications, bad instrumentation, power interruptions and restart. Functional requirements need project-specific engineering before code or commissioning.

Equipment in the review

Make the change concrete

Working documents

  • Signal and responsibility schedule
  • Functional design review
  • FAT/SAT and backup/restore evidence
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