| | Ebook: Operating Procedures |
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OverviewThis ebook provides a comprehensive description of the topic of Operating Procedures for process facilities, both onshore and offshore. ContentsIntroduction
Definition of Operating Procedures Operations Written Instructions Design or Operating Intent Definition of Maintenance Procedures Terminology Engineering the Solution Quick Assessment of Operating Procedures The Users Experienced Technicians Less Experienced Technicians Engineering / Management DCS / SCADA Programmers Auditors, Regulators and Inspectors Translators Elements of Process Safety Management Workforce Involvement Knowledge Management Hazard Identification and Risk Management Management of Change Operational Readiness Emergency Management Technical Information Types of Operating Procedure Steady-State Operating Procedures Types of Steady-State Procedure Shift Change Start-Up Procedures Shutdown Procedures Levels of Shutdown Stand-By Unit Shutdown Facility Shutdown Emergency Shutdown Turnaround Trouble Shooting Procedures Elements of Troubleshooting Procedures Structure of Troubleshooting Procedures Temporary Operating Procedures Batch Procedures Standard Operating Procedures Maintenance Procedures Job Safe Practices Software Analogy Modular Design Connecting the Modules If / Then / Else Instructions Modular Operating Manual Data Base Structure Top-Down Development Prototyping Limitations of Modularity Adding and Removing Modules Numbering the Modules Module Design The Title Block Procedure Name Module Number Purpose of the Procedure Revision Number Date of Revision Covered Persons Company / Facility Safe Upper and Lower Limits Special Safety Items Equipment Information Training The Operating Task Instructions Step Number Column Person Action Discussion / Illustration The Authorization Block Written By Approval - Superintendent Approval - Manager Authorization Sheet Overall Module Links to Other Procedures and Manuals Links to Technical Information Training Two-Page Modules Content Development Level of Detail Level 1 - Overview / Checklists Level 2 - Equipment Description Level 3 - Valve Detail Sources of Information Existing Procedures Technician Interviews Engineering Information Vendor Manuals Process Hazards Analyses The Procedures-Writing Team Writing and Publishing Project Organization 1. Define the Scope of Work Physical Area / Equipment Covered Users Types of Procedure Job Task Analysis Design of the Manual Regulations / Standards Writer's Guide 2. Create the Team Steering Committee Project Manager Project Lead Technicians Technology Expert Interviewer-Writers Publisher / Webmaster 3. Develop a Detailed Plan Schedule and Progress Metric Budget Prepare the SOPs 4. Collect Information Operator Interviews Existing Procedures / Vendor Manuals Logbooks 5. Write the Procedures Draft Releases Plan to Throw One Away - You Will Anyway 6. Review and Sign 7. Publish Potential Difficulties Poorly Defined Goals Too Many People Extended Review Cycle Lack of Signatures Maintaining the Procedures Procedures Modification Process Organization Writing Guidelines Vigorous Writing Minimalist Writing Short, Pithy Instructions Avoid Repetition of Instructions Omit Needless Words Omit Adverbs Short and Old Words Avoid Wordy Phrases and Padded Syllables Writing Style Imperative Tense Active Voice Reading Grade Level List Instructions Singly Implied Instructions Bulleted Lists Conditional Instructions Positive / Negative Instructions Vocabulary Identification of Equipment Consistency Should / Would / Could The Word 'You' The Word 'This' Tautologies Arabic Numerals Adverbs and Adjectives Articles Humor Spelling Latinate Abbreviations Apostrophes Ambiguous Words Repetition of Messages Danger, Warning, Caution, Note Proofreader Marks Illustrations Photographs P&IDs Iconic Flow Diagrams / Schematics Maps / Plot Plans Publishing Color White Space Fonts Paragraph Formatting Emphasis Techniques Heading Page Numbering Single-Sided versus Double-Sided Printing Indexing Glossary The Binder Multiple Languages Publishing and Purchasing Details
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