ANSI ISA TR 106.00.02-2017 pdf free download – Procedure Automation for Continuous Process Operations – Work Processes Approved 3 May 2017.
4 Automated procedure lifecycle reference model
This technical report organizes work processes for developing and maintaining automated procedures into a lifecycle reference model in order to provide context to work processes and make them more sustainable. The lifecycle reference model described in this technical report is intended to be incorporated into an operating organization’s project methodology, such as common gate-oriented or “V model” project methodologies.
The integration of the lifecycle reference model and associated work processes into an organization’s project methodology is a critical success factor for achieving financial and operational success with procedure automation. The lifecycle reference model and associated work processes may be scaled up, for large and “mega” projects, or scaled down for operational activities as appropriate for each organization’s requirements.
Figure 1 depicts the ISA1 06 automated procedure lifecycle reference model. In this model the rounded rectangles represent the work processes, or their deliverables, that are directly related to the lifecycle of automated procedures.
The procedure automation strategy, shown as the outer rounded rectangle at the top of Figure 1 , is typically organization-, business- or program-wide and is developed and maintained on its own time line, independent of any specific lifecycle instance (e.g., a project or operational implementation). The procedure automation strategy contains two work processes identified by their deliverables:
1 . Procedure automation philosophy
2. Toolkits
The lifecycle instance shown in Figure 1 as a dashed rectangle represents the work processes involved in automating procedures for a project. A lifecycle instance may be part of any size project, from a large capital project to a small operating project.
Example 1 A lifecycle instance involving large teams of people and requiring the automation of hundreds or thousands of  procedures such as part of the construction of a large integrated petrochemical site, or executed in conjunction with a major control system upgrade, replacement, or migration.
Example 2 A lifecycle instance involving the automation of one procedure on a specific piece of process equipment by a single individual.
Example 3 An item is added to the physical model.
Lifecycle instances are initiated by a new project or major change to the physical model, procedure requirements model or procedure implementation model. When a lifecycle instance is started, a snapshot of the current procedure automation strategy, consisting of the procedure automation philosophy and toolkits, is used as input. Subsequent projects will also receive snapshots of the then current versions of these items when they start. Therefore, the procedure automation strategy snapshots used by lifecycle instances may differ. Differences in the procedure automation strategy snapshots used by each lifecycle instance, including updates to the procedure automation strategy, are managed as appropriate for each project and organization. Figure 2 illustrates the concept of each lifecycle instance receiving a snapshot of the procedure automation strategy.
The lifecycle instance portion of the lifecycle reference model shown in Figure 1 contains five major groups of work processes:
1 . Planning and definition
2. Requirements and design
3. Implementation
4. Operation
5. Retirement
These work processes are described in Clauses 6-0. Organizations may have work processes that are complementary to those defined in this report. In these cases, the automated procedure work processes are integrated with existing work processes.
Many of the work processes and activities in this report are described as being performed serially; this is done for purposes of clarity in this document. Organizations may decide to perform some work processes and activities in parallel in order to decrease the time required to automate procedures.ANSI ISA TR 106.00.02 pdf download.