Permits, energy isolation and the hand-over of equipment between operations and maintenance
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Field operators, area authorities, permit issuers and receivers, maintenance supervisors and contractor supervisors
Most maintenance-related process safety incidents trace back to a permit that was signed but not understood, or an isolation that was assumed rather than proven. This course covers the full permit-to-work cycle from job planning to close-out, positive isolation and lock-out/tag-out, gas testing and confined-space entry, and the hand-back to operations. Participants build an isolation plan on one of their own P&IDs and audit a live permit in the plant.
Incidents caused by permit and isolation failures · permit-to-work system: types, roles and authorities · job hazard analysis at the permit desk · isolation standards: single valve to positive isolation · lock-out/tag-out and stored energy · isolation plan workshop on a participants' P&ID
Gas testing, confined-space entry and hot work · working at height, excavation and lifting interfaces · simultaneous operations and permit conflicts · permit suspension, extension and close-out · de-isolation, leak testing and hand-back · live permit audit walk-down and debrief
OSHA 29 CFR 1910.119(f) / (g)OSHA 29 CFR 1910.147 (Lockout/Tagout)API RP 2201CCPS Guidelines for Safe Work PracticesCCPS Conduct of OperationsSend a short brief — plant, service of interest and what you need to achieve — and a Cerasus engineer will respond with a proposed scope and next steps.
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