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Primatech Training Institute

Advanced Procedure Writing

"The course gave me the knowledge skill and confidence to write, very good operating procedures.”
-
Dave Rossi, TEPPCO

"If you ever wonder what is necessary to improve or meet requirements, take this class and learn from an expert."
- Susan Stotts, BP America

Course Description

The development and use of effective and user-friendly Operating and Maintenance procedures in process facilities is essential for safe and efficient operations. Written procedures are also a requirement of OSHA's Process Safety Management Standard, CFR 1910.119. Procedures can have as much impact on process safety as the process equipment. It should also be noted that the Procedures Element of the Process Safety Management Standard is one of the most frequently cited elements by OSHA year-after-year.

Many companies assume their employees can write procedures simply by documenting what they do. However, this approach often produces ineffective procedures.

There are much better approaches that can be used to write procedures that do not require any more work than the traditional "write what you do" approach. These new methods produce procedures that are much more effective and usable.

This course moves beyond the fundamentals of writing effective procedures covered in the course "Principles of Procedure Writing" and covers more advanced issues in designing and developing procedures. The role of a management system for procedures is explained ranging over procedure design, development, implementation, maintenance and control. You will learn how to decide when procedures are needed. You will also learn how to design procedures to ensure their usability. Guidelines are provided on various matters such as the appropriate use of language, numerical information, graphics, lists and tables. The writing of special types of procedural steps such as non- sequential, continuous and time-dependent is explained. Guidelines for drafting, evaluating and validating procedures are also covered. Procedure maintenance, control and training are explained. The course concludes with the presentation of guidelines for preparing several specific types of procedures including standard operating procedures, safe work practices, emergency operating procedures, and maintenance procedures. Throughout the course, examples are used to illustrate the guidelines presented.

A course manual is provided. In addition to the course presentation slides, it includes resource materials to assist in designing and developing new procedures and reviewing and modifying existing procedures.

Objective

To learn how to design and develop effective and usable operating, maintenance and other procedures for use in any situation. This includes the improvement of existing procedures.

Target Audience

Operations and Maintenance Personnel, Process Engineers, Process Safety Personnel and others who are responsible for the design and development of procedures.

Prerequisite

Attendance at Primatech training course "Principles of Procedure Writing" or equivalent. Experience in Process Operations, Maintenance, or Process Safety is desirable.

Course Contents

  • Introduction

  • Management Systems

  • Selection of Procedures to Develop

  • Human Factors in the Design of Procedures

  • Use of Syntax, Vocabulary and Punctuation

  • Presentation of Numerical Information

  • Lists and Tables

  • Conditional Statements

  • Notes, Cautions and Warnings

  • Cross-references

  • Use of Graphics

  • Special Types of Procedural Steps

  • Drafting and Validation of Procedures

  • Evaluating Procedures

  • Accessibility and Use of Procedures

  • Control of Procedures

  • Training Personnel Using Procedures

  • Guidelines for Preparing Specific Types of Procedures

Duration / CEUs / ABIH

  • Two days

  • 1.4 CEUs awarded

  • 2.34 CM Points, ABIH Approval #: 10-146

Tuition

See Information on Pricing and Registration - USA for pricing and registration information.

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Brochures / Information Request

For more information, please contact our Manager of Training Services at 614-841-9800 or via email at training@primatech.com.

Training Discount Offers

Attend both of these courses in the same week for a total cost of $1,600 (savings of $390). Normal price would be $995 per course or $1,990. For more information and additional training discount offers, see Information on Pricing and Registration - USA and Training/Software Promotions.

Upcoming Training Courses (By Month)

June

July

Training Courses (By Title)

Process Hazard Analysis (PHA) for Team Leaders

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Process Hazard Analysis (PHA) Training Courses

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S84 / IEC 61511, Layers of Protection Analysis (LOPA) and Safety Integrity Level (SIL) Courses

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Software Courses

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Job Safety Analysis / Procedure Writing Courses

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Management of Change (MOC) and Mechanical Integrity (MI) Courses

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Cyber Security Courses

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Human Factors and Human Errors Courses

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Courses Offered for In-House Delivery Only

Process Hazard Analysis (PHA) Training

Risk Management Program (RMP) Training

Process Security Training

Other Technical Training

Courses delivered in-house can be customized to include your specific process examples and drawings. For more information about training courses, contact us at training@primatech.com, by fax at 1-614-841-9805 (any time), or call us at 1-614-841-9800. You can also click on any of the above links for additional information.

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