Retrofit readiness check

Nine questions, scored out of nine. Three of them are gating: without those three the interface survey has to establish the answer on site before anything can be committed.

The nine questions

Controllers and interfaces

Gating questions are marked 1. You hold the makes and model numbers of every controller in scope (gating) 2. At least one machine already publishes data over a named industrial protocol (gating) 3. Electrical drawings for the panels exist and can be released

Network and access

4. A network drop is available at, or can be run to, the machines in scope 5. Your IT owner has agreed in principle to an outbound connection for remote view 6. You can name who is permitted to hold remote access

Process and change control

7. A written change-control process covers software changes on this equipment (gating) 8. The parameters you want logged are already written down somewhere 9. None of the machines in scope carry a critical control function you would have to re-validate

Tick what is true today, then press the button. Unticked is not a failure — it is a survey item.

How the bands are set

Seven or more, with all three gating questions ticked, means the survey prices what it finds rather than discovers what exists. Four to six means a staged survey. Three or fewer means the survey comes first and the function list is fixed afterwards.

What is still open

The items a survey would have to establish

Score first, then this lists the questions you left unticked.

What this check does not do

A high score does not commit a retrofit and a low score does not rule one out. Where a controller is closed, the survey prices a controller change or added instrumentation instead of assuming the problem away.

Send your equipment list with controller makes and models and the readiness answers, and the proposal comes back split between committed and assessed items.