Read the input configuration
For an RTD input, give the sensor designation and wire arrangement. For a thermocouple, give the letter type. Include the configured lower and upper temperatures and the assigned output, for example a 4–20 mA span. If an output value is read digitally, identify the interface you use.
Agree on the measurement boundary
For a transmitter-only check, list the input points to simulate and the output to record. If the sensor is included, identify its serial number and connection to the transmitter. For an installed loop, describe which indicator or control-room tag you expect to appear in the results.
Keep the configuration with the result
The same transmitter model can be configured for different sensor types, spans and outputs. Send the approved configuration record or a photograph of its settings, and identify any change since the last certificate. For a thermocouple input, include the reference-junction arrangement. For an RTD input, identify the connection used in service; a sensor label alone does not define the complete electrical connection.
If the request follows an unexpected process reading, distinguish an observed offset from a failed or intermittent signal. Ask for initial results to be retained where practical, then agree who may authorise an adjustment. The final record should make clear whether it covers the transmitter alone, its paired sensor or the installed loop. A replacement sensor or a changed input configuration can require a different comparison from the previous booking.
Handover on a new process line
Name the person who owns the approved transmitter configuration. Confirm whether the unit can leave its enclosure for a workshop check or needs plant access. Keep the sensor, transmitter and control-room tag associated on the handover sheet, with the return location and local release contact.