Introduction:

As equipment and processes have become more complex so too has the work of maintainers and operators become more complicated thereby increasing the need for written procedures. Sound management practices encourage written procedures and most regulations now demand them for many processes. The International Organization for Standardization includes the control and use of procedures as a key element of a company's safety and quality management system. The purpose of this course is to make your procedure-writing efforts as efficient as possible and to create, update and maintain accurate and effective procedures. This course will highlight:

• Tools and technology to create procedures that are easy to maintain and control
• Control the distribution and revision of procedures
• Documented procedure needs analysis, policies and standards
• Subject matter research including OEMs, internal and external authorities and end users
• Pitching the narrative and vocabulary at the correct level, sentence structure and quantified values
• Linking procedures to work orders and job instructions

Course Objectives:

By the end of this course, delegates will be able to:

• Write maintenance and operating procedures
• Understand the purpose of documented procedures and documented information
• Understand safety, environmental and quality requirements
• Design a procedure management system
• Control the distribution and documentation and procedures

Who Should Attend?

Reliability Engineers, Maintenance Managers, Engineers & Planners, Reliability and Maintenance Engineers, Facilities and Utilities Managers, Design Engineers, Top Level Maintenance Technicians, OE Champions, Predictive and Preventive Maintenance, Technicians & Supervisors, Planners, Maintenance Supervisors, Crafts and Tradesmen, Operations Supervisors, Process Engineers, Inspectors and Inspection Supervisors, Equipment Engineers Team Leaders and Professionals in Maintenance, Engineering and Production, Maintenance managers, reliability and maintenance Engineers, Production Managers, Plant Engineers, Design Engineers, Reliability Engineers and Technicians, Operators, Safety Engineers, Risk Engineers, Safety Engineers and anyone who is involved in Reliability Engineering strategies or methodologies to include design engineers for capital projects engineers, Foreman and Technicians, Mechanical, Electrical and Operational Personnel, Personnel designated as Planners, Key leaders from each maintenance craft, Key operations personnel, Technical professionals responsible for maintenance and repair of equipment, Professionals involved in inspection and maintenance and repair, professionals involved in asset & maintenance management auditing, Quality & Compliance Managers, Lead Auditors & Audit Team Members, Process Controllers, Maintenance Supervisors, Maintenance Planners, Predictive Maintenance Technicians & Supervisors, Materials Management Managers and Supervisors, Service Company Representatives, Asset owners & Asset Managers

Course Outline:

Introduction

• Why written procedures are necessary
• The types of maintenance procedures and documentation
• Current trends in procedures and documentation
• Regulatory and safety considerations

Maintenance and Operating Procedure Management System Design

• Determine the system and CMMS requirements
• Procedure users’ needs analysis
• Criteria that determines the need
• The sections and layout of each type of procedure
• Procedure RASCI

Procedure Writing Efficiency

• Information sources for procedure writing
• Software tools for writing efficiently
• Fonts, paragraph formatting that enhances readability
• The use of templates, boilerplate and auto text

Procedure Writing

• Language, grammar and vocabulary
• Use OEM information sources
• Use subject matter experts

Procedure Control

• Review and approval
• Procedure repository for softcopies
• Distribution matrix for hard copies
• Update and revision process
• Techniques to improve usage by end-users

COURSE LOCATIONS