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AI agent for process engineers

Safety Device Test Schedule Agent

No safety device goes past its test date, and every failed test is followed to a passing retest.

MonitoringComplianceScience and researchOperations
See how it worksGet access
Safety Device Test Schedule Agent: what goes in, what the agent does and what you get

What it does

Relief valves and safety trips need tests at set intervals, and the records live in a mix of spreadsheets and a maintenance system. This agent compares last test dates to the required intervals for each device and flags those due or overdue. It reads the results of recent tests for failures or near failures, such as a valve that lifted at 108 percent of set pressure. A failure opens a review task with the device history attached. It rechecks after repair to confirm a passing retest. You approve any change to a test interval. Edge case: a device that failed its last test is moved to a shorter interval until it passes twice.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedYes, continueApprovedNoNoNo 1 STARTS WHEN Weekly run or new test result 2 USES A TOOL Read the device register and test history 3 DOES Calculate next due date for each device 4 CHECKS THE RESULT Is any device due or overdue? If not: draft the schedule and work order requests forthe due items. Back to step 3. 5 USES A TOOL Read recent test results 6 CHECKS THE RESULT Did every test pass inside the acceptance band? If not: open a review task with device history andshorten its interval pending retest. Back to step 5. 7 YOU APPROVE Engineer approves work orders and review tasks 8 USES A TOOL Read the retest result after repair 9 CHECKS THE RESULT Did the retest pass? If not: keep the device flagged and escalate to theengineer. Back to step 8. 10 YOU APPROVE Engineer approves any interval change 11 RESULT Safety device test status
Read the steps as a list
  1. Weekly run or new test result
  2. Read the device register and test history
  3. Calculate next due date for each device
  4. Is any device due or overdue?If not: draft the schedule and work order requests for the due items. Back to step 3.
  5. Read recent test results
  6. Did every test pass inside the acceptance band?If not: open a review task with device history and shorten its interval pending retest. Back to step 5.
  7. Engineer approves work orders and review tasksThe agent waits here for your OK.
  8. Read the retest result after repair
  9. Did the retest pass?If not: keep the device flagged and escalate to the engineer. Back to step 8.
  10. Engineer approves any interval changeThe agent waits here for your OK.
  11. Safety device test status

How it decides

A device is due when the interval has elapsed. A test is a near failure when its result is inside the acceptance band but near the limit.

  • Device past its due date: urgent work order request
  • Lift pressure outside plus or minus 3 percent of set: failure
  • Two consecutive failures: recommend a design or service review
  • Passed three tests in a row with margin: propose a longer interval for approval

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Acceptance band (default plus or minus 3 percent)
  • Intervals by device class
  • Run day
  • Near failure margin
  • Who gets work orders

What keeps you in control

It always asks you first

  • Work orders raised
  • Any change to test intervals

Hard limits

  • Never change an interval without approval
  • Never mark a failed test as passed

It stops when

  • Done: all devices current
  • Stop: test data unavailable for a device

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensValve PSV-214 was due 1 April and the agent raised a work order. The test showed lift at 106 percent of set pressure, so the pass check failed. The agent opened a review task and moved its interval from 24 to 12 months. After repair, the retest passed at 101 percent. The engineer approved keeping the shorter interval until two passes.

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