Documentation

Fully traceable engineering documentation — ISO 9001 doc control, KKS / RDS (IEC 81346), client-specific formats. Every calculation traceable five years later.

Every calculation traceable. Every design version-controlled. Every standard reference documented.

Engineering documentation in most firms is a “project-end task” — generated as PDF the day before handover. We generate documentation during the project, at the moment of decision. The reason: when a customer asks “why was this calculation done this way?” five years later, the answer needs to be available the same day. This is not just a customer-service nicety — it is a system-safety requirement. EU Machinery Regulation 2023/1230, ISO 9001 and ISO 12100 all mandate traceability.

Our documentation model

Traceability chain

Customer specification (RFP)
   ↓ (every requirement tagged — REQ-001, REQ-002, …)
Sizing & calculations
   ↓ (every calculation references a standard code + version + date)
Equipment design (drawings + specs)
   ↓ (every component has an IEC 81346 tag, optional)
Production (manufacturing + welding records)
   ↓ (FAT report — measured value + tolerance)
Test & commissioning (SAT + IST)
   ↓ (commissioning report — actual system performance)
Operations (O&M manual + spare parts)
   ↓ (incident learning — modification records)
Lifecycle end (decommissioning records)

Each link is traceable in both directions:

  • Upstream: “why is this component here?” → design decision + customer requirement
  • Downstream: “if this component changes, what is affected?” → linked disciplines + standards compliance

Deliverables

Sizing & calculations

  • Calculation reports — per discipline (electrical, HVAC, acoustic, fuel, seismic, pressure)
  • Excel + Mathcad / Python source files (not only PDF — the calculation source is delivered)
  • Standard reference table — for every calculation, which standard, which clause
  • Assumptions register — site conditions, inputs (altitude, temperature, etc.)

Equipment design

  • 2D + 3D drawings (general arrangement + detail) — AutoCAD or SolidWorks
  • P&ID + Single-Line Diagram (SLD)
  • Instrument list, valve list, line list, equipment list, motor list, cable schedule
  • Datasheet per major equipment item (IEC or ISA format)
  • KKS / RDS tag numbering (IEC / ISO 81346) — optional, per project

Production

  • Manufacturing Data Book (MDB) — certificates + test records + as-built
  • Welding records — WPS + WPQ + PQR + welder qualifications
  • NDT reports — radiography, ultrasonic, penetrant
  • Material certificates — EN 10204 Type 3.1 or 3.2
  • FAT report — measured value + tolerance, photographic record

Test & commissioning

  • Test plan (pre-)
  • Witness test reports (site)
  • Commissioning report — system “as-tested” performance
  • Punch list — open items
  • Handover certificate — transition to operations

Compliance & safety

  • CE Technical File (EU) — Machinery Directive Annex VII content
  • Hazard register (HAZOP / FMEA-driven)
  • Risk assessment report (ISO 12100 methodology)
  • Functional safety report (IEC 61508 / 61511 — if SIL-rated system)
  • Declaration of Conformity

Operations

  • O&M manual — operating + maintenance procedures
  • Spare parts list — critical + recommended
  • Training material — operator training

Client-specific documentation

Some customers / sectors require their own document formats. We deliver in whatever format the customer requires:

Customer typeTypical requirement
Data centre (Uptime-certified)Uptime Institute reports + commissioning levels (Levels 1–5)
NEBB commissioningNEBB Procedural Standards compliant
NETA acceptanceNETA ATS report format
Oil & gas EPCAPI Q1 / Q2 + customer-specific forms (e.g. Saudi Aramco SAES, ADNOC)
EU CE markingAnnex VII Technical File complete
Marine class societyDNV / ABS / LR Survey reports
TR Yapı DenetimEMO / MMO-approved implementation project

Documentation management process

Tools

  • Version control: Git-based (every document has revision history)
  • Document management: SharePoint (ES4PS default) — Aconex, ProjectWise or Dropbox supported per customer preference
  • CAD storage: AutoCAD Vault or SolidWorks PDM for large projects
  • Calculation storage: Mathcad Worksheet + Python notebook (both version-controlled)

Document numbering

  • Each document has a unique number + revision (e.g. ES4PS-2026-001-CALC-HVAC-R03)
  • Each revision carries a change history (what changed, why, approved by)

Approval workflow

  • Self-check (author)
  • Discipline review (discipline lead)
  • Inter-discipline review (HVAC ↔ acoustic ↔ enclosure)
  • Quality review (ISO 9001 — independent)
  • Client review + approval

Standards we apply

SubjectStandards
QMS document controlISO 9001
Quality plansISO 10005
Lab competenceISO / IEC 17025
Reference designation (KKS)IEC / ISO 81346
Management system auditingISO 19011
CE Technical FileMachinery Directive Annex VII (2006/42/EC or 2023/1230)
Oil & gas QMSAPI Q1 (manufacturing) + API Q2 (service)
Material certsEN 10204

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