Elements and Performance Criteria
- Confirm scope of work
- Develop isolation philosophy for work
- Apply relevant isolation philosophy/strategy, including type of/hierarchy of isolation and lock out/tag out
- Determine implications of isolation
- Identify physical limits of affected plant and equipment
- Check suitability and effectiveness of existing isolation procedures
- Assess possible boundaries for isolations
- Seek local knowledge for similar isolations and preparations
- Identify available/permissible preparation strategies, including purging fluids and techniques
- Draft strategies for isolation and preparation
- Communicate, as appropriate, with stakeholders
- Negotiate isolation and preparation conflicts
- Prepare isolation philosophy for work
- Manage hazards
- Identify existing hazards of plant, process and materials
- Identify hazards associated with performing the isolations and preparation
- Identify hazards associated with purging/flushing/venting materials
- Draft strategies for controlling any releases
- Estimate required preparation durations taking into account factors, such as starting conditions, safe rates of change (pressure, temperature), volumes and pressures required
- Make recommendations for improvement in accordance with procedures
- Liaise with technical experts as required
- Specify types of isolations and locations of isolations required
- Specify controls to bring hazards to ‘as low as reasonably practicable’ (ALARP)
- Plan required isolation and preparation
- Determine required sequencing of all steps
- Develop isolation procedure
- Develop preparation procedure
- Develop decontamination procedures
- Develop required procedures for plant supplementary systems
- Verify procedures against relevant drawings and the plant
- Identify and schedule required pre-work
- Determine competencies required to complete planned isolations and preparation
- Plan required de-isolation and preparation for return to service
- Discuss proposed plans with relevant stakeholders
- Complete required documentation
- Obtain authority to execute plan