Writing standard operating procedure
Operating Procedures For Process Plants
Rev 3 By Ian Sutton
Operating Procedures for Process Industries eBook |
ESBN: c60-802c-2c45-72c9 |
Description: This 194-page book, "Operating Procedures for Process Industries", helps you organize while writing standard operating procedure (sop) to produce a high-quality manual that the operators will want to use.
Publisher's note: The author renamed this eBook while updating and adding the 40 or so pages. So the new title in the eBook you receive will be "Procedures and training in the process industries". It is the same eBook titled at the top of this page, just revised.
This eBook also describes how to write and publish the procedures as efficiently and quickly as possible. The eBook emphasizes practical issues such as:
The subject matter presented here discusses the writing, publishing, and use of operating procedures for process operations, covering industries such as chemicals manufacturing and distribution, refining, oil and gas operations, transportation, and pipelines.
High-quality procedures help the managers and workers at a facility achieve high levels of safety and operability, and it will typically be found that the process of writing the procedures will help determine better ways of operating and running the operation itself. For example, on a multi-shift system, it is common for the personnel on each shift to develop their own way of running the unit for which they are responsible. Each way may be acceptable and safe, and their differences may be minor. Nevertheless, one of the types of operation will be ipso facto superior to the others. Writing the procedures can generate a useful discussion about which method to choose.
The eBook also describes writing procedures to meet process safety management requirements. Items like links to process safety information, training, and emergency response are discussed. Also, the importance of temporary operating procedures as part of the change management process is described.
Note: (The title was changed from original process plants to process industries, to procedures and training in the process industries, and then again to the current title. That is an advantage of PDF eBooks over print, you can keep them current.) |
Download e-book immediately after purchase |
Price: us$59.99 |
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Operating Procedures For Process Plants eBook Samples:
^ Click on a picture above to see pages 13, 15 & 17 full size ^
SOP for Process Plants Contents:
Chapter 1: Procedures and Training
Introduction
Definition of Operating Procedures
Operations
Written Instructions
Design or Operating Intent
Definition of Maintenance Procedures
Definition of Training
Terminology
Engineering the Solution
Quick Assessment of Operating Procedures
The Users
Experienced Technicians
Less Experienced Technicians
Management / Engineering
DCS / SCADA Programmers
Auditors, Regulators and Inspectors
Translators
Process Safety Management
1. Participation, Leadership and Accountability
2. Information and Quality Management
3. Hazards Analysis
4. Management of Change
5. Pre-startup Safety Reviews
11. Emergency Planning and Response
Safe Limits
Information Manual
Regulations, Standards and Guidance
OSHA 29 CFR 1910.119 - Process Safety Management Regulation
Discussion of the PSM Standard
Written Down
Initial Start-Up
Temporary Operations
Emergency Operations and Shutdown
Certification
The EPA RMP Rule
Conclusions
Chapter 2:Types of Operating Procedure
Introduction
Steady-State Operating Procedures
Types of Steady-State Procedure
Shift Change
Start-Up Procedures
Shutdown Procedures
Stand-By
Normal Shutdown
Turnaround
Temporary Operations Procedures
Batch Procedures
Standard Operating Procedures
Conclusions
Chapter 3:The Operating Manual
Introduction
Software Analogy
Modular Design
Connecting the Modules
If / Then / Else Instructions
Modular Operating Manual
Data Base Structure
Top-Down Development
Prototyping
Limitations of Modularity
Design of an Operating Manual
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
Conclusions
Chapter 4: Writing and Publishing
Introduction
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 and 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
Conclusions
Chapter 5: Writing Guidelines
Introduction
Vigorous Writing
Minimalist Writing
Short, Pithy Instructions
Avoid Repetition of Instructions
Omit Needless Words
Omit Adverbs
Short and Old Words
Omit Wordy Phrases and Padded Syllables
Writing Style
Imperative Tense
Active Voice
Reading Grade Level / Eschew Obfuscation
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
Cobblestone Writing
Repetition of Messages
Danger, Warning, Caution, Note
Proofreader Marks
Illustrations
Photographs
P&IDs
Iconic Flow Diagrams
Maps / Plot Plans
Publishing
Color
White Space
Fonts
Paragraph Formatting
Emphasis Techniques
Heading Styles
Page Numbering
Single-Sided versus Double-Sided Printing
Indexing
Glossary
The Binder
Multiple Languages
Legal Issues
Copyright
Trade Secrets
Liability
Conclusions
Chapter 6:Troubleshooting and Emergency Response Procedures
Introduction
Troubleshooting
Troubleshooting Procedures
Elements of Troubleshooting Procedures
Guidance, Not Instructions
Structure of Troubleshooting Procedures
Emergency Procedures
Emergency Training
Human Response
Human Error Rate
Fixation
Heroics
Buddy Loyalty
Emergency Response Manual
Unit Response
Site Response
External Support
Emergency Procedure Module
Conclusions
Chapter 7: Maintenance Procedures
Introduction
Types of Maintenance Task
Repair
Condition-Based Maintenance
Scheduled Maintenance
Process Energy Control Procedures
1. Remove the Hazard
2. Double Block and Bleed
3. Positive Isolation
4. Lockout
5. Administrative Controls
The Maintenance Process
Plan the Work
Job Hazards Analysis
Risk Level
Prepare Tools, Equipment and Personnel
Prepare Work Permit
Shutdown / Isolate Equipment
Perform the Work
Close Out the Job
Check Equipment Integrity
Housekeeping
Close Out the Permit
Handover to Operations
Job Safe Practices
Conclusions
Chapter 8: Training
Introduction
Elements of a Training Program
Initial / Basic Training
Facility-Specific Training
Abnormal Situation Management
Refresher Training
Procedures and Training
Verification of Competence
Management of a Training Program
Training Matrix
Budget Allocation
Measuring Progress
Regulations, Standards and Guidance
Conclusions
Chapter 9: Auditing
Introduction
Auditing of Procedures
Auditing of Training
Conclusions
Price: us$59.99