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(formerly Developing Effective Operating and Maintenance Procedures)
Course Description
Discover the Secrets of Easy-to-Follow Procedures
Discover the secrets of producing logical, clearly written, and easy-to-follow procedures for operating and maintaining your process safely and efficiently to produce a quality product. Through several workshops and class discussions, you will thoroughly cover the issues you face in creating or upgrading your operating and maintenance procedures. This course includes:
Course lectures, materials, and workshops devoted to improving your operating and maintenance procedures. An assessment of how well your current procedures are written and whether they address applicable requirements (attendees should submit procedures for review)
An approach to writing procedures that takes advantage of the expertise of your operators or other "subject matter experts". Practice in performing detailed task analysis and writing step-by-step instructions. The most comprehensive coverage of how to address operating limits and deviations, for both batch and continuous processes.
After taking this 1 ½-day course, you will be prepared to write procedures for your primary audience: the operators and maintenance personnel who do the work and the personnel who train them. To be effective in maintaining process safety (and meeting OSHA and EPA requirements) and process and product quality (and meeting standards such as ISO 9000), your procedures must be logical, clearly written, and easy to follow. To the extent possible, you must use language commonly used and understood by the operators and/or their trainers. Ideally, the written instructions should be developed by the end users, with technical and clerical assistance. This course emphasizes the steps required to achieve OSHA PSM and EPA RPM compliance. However, the concepts included in the course address the keys to the development and use of effective procedures and are generally applicable to a wide variety of industries, organizations, and regulatory requirements.
Accreditation:
1.0 CEUs, 1.0 COC, 1.67 CMs, ABIH approval #10-240 |
For more information on this course, contact Customer Service at 1-800-769-1199.
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Course Outline
Day One - All Day
- Introduction: What is an effective procedure?
Workshop: Writing effective instructions
- Regulations and standards for operating and maintenance procedures
Deciding what procedures are needed
Workshop: Developing a task inventory
- Gathering information for a procedure
The three “islands” of information
When/why the procedure will be performed
Main steps, substeps, details, hazards, precautions
Workshop: Performing a task analysis
- Formatting the procedures
Document control features — headers and footers
Introductory items — procedure titles, sections, and section titles
Step-by-step formats
Work documentation features
Discussion: Which format(s) is right for your facility?
- Writing step-by-step instructions
10 rules for writing the most effective instructions
Workshop: Improving a set of step-by-step instructions
Day Two - Half Day
- Addressing operating and maintenance limits and deviations in step-by-step procedures
Defining “operating and maintenance limits,” “deviations” and related terms
Identifying deviations that may occur, including:
Errors of omission
Errors of commission
Defining procedural boundaries using:
Conditional statements
Warnings and cautions
Workshop: Creating a procedure from the task analysis information
- Addressing operating and maintenance limits and deviations in continuous operations
Listing process parameters and setpoints
Identifying the worst-case and more likely consequences
Developing troubleshooting steps, preventive measures, and corrective actions
Workshop: Developing a table of operating and maintenance limits and troubleshooting guidelines
- Verifying, validating, and certifying procedures
Workshop: Conducting a field walk-through
- Managing changes to procedures
What is considered a “change?”
Protocol for making and distributing changes
Timeliness vs. technical accuracy, quality assurance, and buy-in
Developing your plan of action
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For more information on this course, contact Customer Service at 1-800-769-1199.
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This course is taught by professionals who have practical experience in helping organizations solve their procedure-related problems.
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For more information on this course, contact Customer Service at 1-800-769-1199.
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Related Courses |
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Onsite Course |
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Related Services |
Working independently or teaming with your staff, we can develop technical documents such as operating limits tables, process safety information, training materials, on-the-job checklists, and procedures for any and all tasks. |
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