Writing Effective Operating and Maintenance Procedures

What are the Goals?

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

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

Who is this Training Course for?

This training course is suitable for all professionals that will at one time or other need to develop or participate in the development of maintenance and operations procedures and documentation including:

• Maintenance and Operations Team Leaders
• Engineers
• Process Controllers
• Maintenance Supervisors
• Maintenance Planners
• Reliability Engineers

Daily Agenda

Day One: Introduction

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

Day Two: 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

Day Three: Procedure Writing Efficiency

• Information sources for procedure writing
• Software tools for writing efficiently
• Fonts, paragraph formatting that enhances readability
• The use of templates, boilerplate, automatic text
• Use tools and techniques to enhance efficiency

Day Four: Procedure Writing

• Language, grammar and vocabulary
• Use OEM information sources
• Use subject matter experts
• Write a draft procedure

Day Five: 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