Maximo Data Integrity
Revision 1; June 2020
Maximo Data Integrity
Rev. 0
June 2020
DOCUMENT PROPERTIES
Classification
Procedure
Criticality
Critical
Security
Plains Internal Use Only
OMS Sub-Element (if applicable)
Choose an item.
Control Type
Controlled
REGULATORY AND MANDATORY SOURCE DOCUMENTS


Federal, State, and Local regulations.
Federal, State, and Local regulatory required facility operating permits and/or conditions.
RELATED DOCUMENTS
Management of Change
Abandonment and Other Pipeline and Tank Status Classifications
Appendix A and B Examples of Replacement in King RIK and MOC: Technical (Equipment or Technology)
MOC
Maximo
Document
Disclaimer
To ensure you are using the current and approved revision of this document,
compare the revision number to the official document within the PlainsConnect
eLibrary. All printed documents are considered uncontrolled. All exceptions,
changes and/or revisions to content within this document will be approved by the
Document Owner.
Confidentiality
All rights reserved. No part of this document may be produced or transmitted in any
form or means without the written permission of Plains All American LP. Contact the
Document Management Office, dmo@paalp.com for further information.
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should compare the revision number and approval date to the official document within the PlainsConnect eLibrary.
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Table of Contents
1
Introduction .............................................................................................................................. 1
1.1
2
New Records ........................................................................................................................... 2
2.1
Activating Functional Locations, Asset Records, and PM’s ............................................ 2
2.1.1
New Install ................................................................................................................. 2
2.1.2
Existing Equipment Not Previously in Maximo (Data Gathering) ............................ 2
2.2
Activating Facility Locations ............................................................................................. 2
2.2.1
New Facilities ............................................................................................................ 2
2.2.2
Existing Plains Facility Not Previously in Maximo (Data Gathering)........................ 2
2.3
3
Terms and Definitions ...................................................................................................... 1
Activating Pipeline Locations ........................................................................................... 2
2.3.1
Newly Constructed / Purchased Pipelines ............................................................... 2
2.3.2
Existing Plains Pipeline Not Previously in Maximo .................................................. 3
Changes to an Existing Asset, Location, Route or PM Record .............................................. 3
3.1
Regulated Locations & Assets ......................................................................................... 3
3.2
Non-Regulated Locations & Assets ................................................................................. 3
3.3
Erroneous Active Locations & Assets .............................................................................. 4
3.3.1
Devices Not Installed per the Original Construction MOC ....................................... 4
3.3.2
Devices Loaded from Legacy Databases ................................................................ 4
3.4
Erroneous Pending Locations & Assets .......................................................................... 4
3.5
Changing Status to Inactive on Regulated PM’s ............................................................. 4
3.6
Changing Status to Inactive on Non-Regulated / Reliability PM’s .................................. 5
3.7
Changing Status on Non-Regulated / Non-Reliability PM’s ............................................ 5
3.8
Changing the Master PM on an Active PM...................................................................... 5
3.8.1
Regulated Master PM to a Non-Regulated Master PM............................................ 5
3.8.2
Load
Non-Regulated Master PM to a Regulated Master PM due to an Erroneous Data
5
3.8.3
Non-Regulated Master PM to a Regulated Master PM due to an Assets
Regulatory Status Change ...................................................................................................... 6
3.8.4
3.9
4
Non-Regulated Master PM to Non-Regulated Master PM ....................................... 6
System Description Attributes .......................................................................................... 6
Changes to Existing Pipeline Segment & Facility Records .................................................... 6
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4.1
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Changing Status of Regulated Pipeline Segment ........................................................... 6
4.1.1
Pipeline Operational Change Occurred after September 1st, 2018 (Adoption of
Plains MOC process)............................................................................................................... 6
4.1.2
Pipeline Operational Change Occurred Before September 1st, 2018 (Adoption of
Plains MOC process)............................................................................................................... 7
4.2
Changing Status of Non-Regulated Pipeline Segment ................................................... 7
4.2.1
Pipeline Operational Change Occurred after September 1st, 2018 (Adoption of
Plains MOC process)............................................................................................................... 7
4.2.2
Pipeline Operational Change Occurred Before September 1st, 2018 (Adoption of
Plains MOC process)............................................................................................................... 7
4.3
Changing Status of a Regulated Facility ......................................................................... 7
4.3.1
Facility Operational Change Occurred after September 1st, 2018 (Adoption of
Plains MOC Process) .............................................................................................................. 7
4.3.2
Facility Operational Change Occurred Before September 1st, 2018 (Adoption of
Plains MOC Process) .............................................................................................................. 8
4.4
Changing Status of a Non-Regulated Facility ................................................................. 8
4.4.1
Facility Operational Change Occurred after September 1st, 2018 (Adoption of
Plains MOC Process) .............................................................................................................. 8
4.4.2
Facility Operational Change Occurred Before September 1st, 2018 (Adoption of
Plains MOC Process) .............................................................................................................. 8
5
6
Changing Due Dates on Scheduled Work Orders .................................................................. 8
5.1
SCHED Regulatory PM Work Order ................................................................................ 8
5.2
SCHED Regulated and Non-Regulated 5, 10, & 20 Year Tank Inspection Work Order 9
5.2.1
Due to Erroneous PM Next Due Date (Data Upload from Ops Info) ....................... 9
5.2.2
Due to Work Not Being Completed .......................................................................... 9
5.3
SCHED Non-Regulated / Reliability PM Work Orders .................................................... 9
5.4
SCHED Non-Regulated / Non-Reliability PM Work Orders ............................................ 9
Cancelling Scheduled Work Orders ...................................................................................... 10
6.1
SCHED Regulated PM Work Orders ............................................................................. 10
6.1.1
SCHED Non-Regulated PM Work Orders .............................................................. 10
6.1.2
MOC
SCHED CM Work Orders for Devices Not Installed per the Original Construction
10
6.2
SCHED Non-Regulated / Reliability PM Work Orders .................................................. 10
6.3
SCHED Non-Regulated / Non-Reliability PM Work Orders .......................................... 11
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6.4
SCHED Regulated and Non-Regulated 5, 10, & 20 Year Tank Inspection Work Order
11
6.4.1
7
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Due to Erroneous PM Next Due Date .................................................................... 11
6.5
Due to Work Not Being Completed................................................................................ 11
6.6
SCHED CM Work Orders............................................................................................... 11
Changing Next Due Dates on an Active PM ......................................................................... 11
7.1
Active Regulated PM's ................................................................................................... 11
7.1.1
Pushing PM Date Later than the Current PM Next Due Date................................ 12
7.1.2
Pushing PM Date Earlier than the Current PM Next Due Date ............................. 12
7.2
Non-Regulated / Reliability PM's ................................................................................... 12
7.3
Non-Regulated / Non-Reliability PM's ........................................................................... 12
7.4
Regulated and Non-Regulated 5, 10, & 20 Year Tank Inspection PM’s ....................... 12
7.4.1
Due to Erroneous PM Next Due Date (Data Upload from Ops Info) ..................... 12
7.4.2
Pushing PM Date Earlier than the Current PM Next Due Date ............................. 13
7.4.3
Pushing PM Date Later than the Current PM Next Due Date................................ 13
Appendix A – Revision History Table ........................................................................................... 14
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1 Introduction
The practices outlined in this procedure are intended to define requirements for making changes
to Maximo Data, in order to ensure the integrity of the data is maintained in line with Plains All
American’s (PAA) policies and procedures.
1.1 Terms and Definitions
Term definitions associated with this document are defined below.
Term/Acronyms
Definition
Administrative Service
Request
A work request entered into Maximo that goes to the Houston
Maximo Support team for review and completion.
Asset
A specific piece of equipment, such as a pump, valve, motor etc.
Assets include components, (children), but do not include
subcomponents, subassemblies, or parts, such as rotating
elements, seals, gaskets, etc.
Corrective
Maintenance (CM)
One time work orders are classified as CM work orders.
Location
An entity that houses one or more operating assets e.g., station,
valve, site, rectifier site, pipeline segment, facility.
Master PM
The template used for a PM that designates regulation, lead time,
job plan, work type details and frequency.
MOC
Management of Change
PM (Preventative
Maintenance)
Provides the link between job plans and the assets or locations to
which they apply. Routine work orders are automatically
generated from here.
Reliability PM’s
Tank Mixer Maintenance, Pump Maintenance, and any other PM’s
directed by the Technical Services Group.
Table 1.1-1 Terms, Acronyms, and Definitions
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2 New Records
The following pertains to what documentation is required to activate Functional Locations, Asset
Records, PM’s, Facility Locations and Pipeline Locations in Maximo.
2.1 Activating Functional Locations, Asset Records, and PM’s
2.1.1 New Install
Activating equipment that is newly installed in the field and then subsequently built in Maximo,
requires that the Management of Change (MOC) number associated with the install is
referenced in the Administrative Service Request. The MOC should clearly identify the
equipment to be activated in Maximo, which will be verified by the Maximo Operational Support
Team prior to activating the Maximo record.
2.1.2 Existing Equipment Not Previously in Maximo (Data Gathering)
Regulated valves, regulated overpressure safety devices, regulated pumps and all tanks
identified in the field that were not previously in Maximo, need to be identified with an MOC, and
that MOC number needs to be referenced in the Administrative Service Request. All nonregulated equipment identified in the field as a result of data gathering does not require an MOC
to be activated in Maximo.
2.2 Activating Facility Locations
2.2.1 New Facilities
To activate a newly constructed or purchased facility in Maximo, the associated MOC number
must be referenced in the Administrative Service Request. Additionally, a completed Station
Data Sheet must also be attached to the Administrative Service Request.
2.2.2 Existing Plains Facility Not Previously in Maximo (Data Gathering)
To activate regulated facilities identified in the field that were not previously in Maximo, the
associated MOC number must be referenced in the Administrative Service Request. Activation
of all non-regulated facility locations identified in the field does not require an MOC; however, a
completed Station Data Sheet must be attached to the Administrative Service Request.
2.3 Activating Pipeline Locations
2.3.1 Newly Constructed / Purchased Pipelines
Activating a newly constructed / purchased pipeline location in Maximo, requires that the
associated MOC number is referenced in the Administrative Service Request. If applicable, a
Geographical Information System (GIS) Snapshot can also be attached to the Administrative
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Service Request (sometimes it is necessary to activate the Pipeline in Maximo before GIS is
updated to reflect the new Pipeline).
2.3.2 Existing Plains Pipeline Not Previously in Maximo
When activating an existing Plains Pipeline location not previously in Maximo, an MOC is not
required; however, a GIS Snapshot is required to be attached to the Administrative Service
Request. If the Plains Pipeline is not in GIS, please contact the GIS department and follow their
guidance to have the Plains pipeline add to the GIS system, to ensure the Pipeline location can
be activated in Maximo.
3 Changes to an Existing Asset, Location, Route or PM Record
The following pertains to what documentation is required to change the status of Locations,
Assets, PM’s, Master PM’s, and O&M owned Attribute records in Maximo.
3.1 Regulated Locations & Assets
When changing the status to Inactive, Sold, Idle, Abandoned, Retired or Removed, the following
rules apply:


If the change was made in the field after September 1, 2018 (adoption of Plains All
American MOC Process), an MOC that includes approval of the changes by the Division
HSE Manager is required. The MOC shall include a list of each location and/or asset
being affected by the change and verbiage from the HSE Manager, stating that they
approve the change in status to each location and/or asset listed on the MOC.
Additionally, the HSE Manager shall state the new maintenance requirements after the
status change.
If the change was made in the field prior to September 1, 2018, then a written statement
from the HSE Manager stating the status change needs to be attached to the
Administrative Service Request. Additionally, the HSE Manager shall state the new
maintenance requirements after the status change.
For more information regarding Abandonment and Other Pipeline & Tank Status Classifications,
please refer to Plains Policy P-195.402(c)(10).
3.2 Non-Regulated Locations & Assets
When changing the status to Inactive, Sold, Idle, Abandoned, Retired or Removed, the following
rules apply:

If the change was made in the field after September 1, 2018 (adoption of PAA MOC
Process), then an MOC that notes the specific location and/or asset being affected is
required. The MOC shall also state the new maintenance requirements after status
change.
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should compare the revision number and approval date to the official document within the PlainsConnect eLibrary.
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If the change was made in the field prior to September 1, 2018, then a written statement
from the Tech Manager, District Manager, or Division Director stating the status change
needs to be attached to the Administrative Service Request. The Tech Manager, District
Manager, or Division Director shall also state the new maintenance requirements after
the status change.
For more information regarding Abandonment and Other Pipeline and Tank Status
Classifications, please refer to Plains Policy P-195.402(c)(10).
3.3 Erroneous Active Locations & Assets
3.3.1 Devices Not Installed per the Original Construction MOC
When devices are not installed, per the original MOC for the construction of a new facility or
pipeline, they are active in Maximo and the Location needs to be cancelled, the following rules
apply;


If the Location/Asset does not have any work order history, meaning work orders in a
status of TECHCOMP, TECHRETURN, SUPRETRUN, SUPREVD, COMP, or CLOSED,
Maximo Operations Support will cancel the active location.
If the Location does have work order history, meaning work orders in a status of
TECHCOMP, TECHRETURN, SUPRETURN, SUPREVD, COMP, or CLOSED, a MOC
is required, or an updated equipment list needs to be attached to the original
construction MOC to show that the specific device was not originally installed.
3.3.2 Devices Loaded from Legacy Databases
To change the status of active devices loaded or entered into Maximo from a legacy database,
that do not physically exist and have no demonstrated maintenance or inspection history in
Maximo, a written statement from the District Manager validating the change needs to be
attached to the Administrative Service Request.
3.4 Erroneous Pending Locations & Assets
Devices in a pending status that do not physically exist and have no demonstrated maintenance
or inspection history in Maximo, do not require an MOC to be referenced in the Administrative
Service Request to be cancelled.
3.5 Changing Status to Inactive on Regulated PM’s
When requesting that the status of a Regulated PM be changed to inactive, the following rules
apply:

If the change was made in the field after September 1, 2018 (adoption of PAA MOC
Process), an MOC that includes approval of the changes by the Division HSE Manager
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is required. The MOC shall include a list of each location, asset and/or PM being
affected by the change and verbiage from the HSE Manager, stating that they approve
the change in status to each Location/Asset/PM listed on the MOC.
If the change was made in the field prior to September 1, 2018, then a written statement
from the HSE Manager stating the status change needs to be attached to the
Administrative Service Request (This includes removing a device from a route attached
to a PM).
3.6 Changing Status to Inactive on Non-Regulated / Reliability PM’s
When requesting that the status of a Non-Regulated / Reliability PM be changed to inactive, the
following rules apply:


If change was made in the field after September 1, 2018 (adoption of AA MOC Process),
then an MOC that identifies the specific location and/or asset being affected, is required.
If the change was made in the field prior to September 1, 2018, then a written statement
from the Maintenance & Asset Management Manager stating they approve the status
change needs to be attached to the Administrative Service Request. (This includes
removing a device from a route attached to a reliability PM).
Reliability PM’s are defined as: Tank Mixer Maintenance, Pump Maintenance, and any other
PM’s directed by the Technical Services Group.
3.7 Changing Status on Non-Regulated / Non-Reliability PM’s
To change the status of Non-Regulated / Non-Reliability PM’s to inactive, an MOC is not
required in the Administrative Service Request.
3.8 Changing the Master PM on an Active PM
3.8.1 Regulated Master PM to a Non-Regulated Master PM
To request that a PM’s Master PM Record is changed from a Regulated Master PM to a NonRegulated Master PM, an MOC that includes approval of the changes by the Division HSE
Manager is required. The MOC shall include a list of each location, asset and/or PM being
affected by the change and verbiage from the HSE Manager, stating the justification and
approval of the change in regulatory status to each location, asset and/or PM listed on the
MOC.
3.8.2 Non-Regulated Master PM to a Regulated Master PM due to an Erroneous
Data Load
To request that a PM’s Master PM Record is changed from a Non-Regulated Master PM to a
Regulated Master PM, with no previous inspection history due to an erroneous data load, a
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should compare the revision number and approval date to the official document within the PlainsConnect eLibrary.
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written statement from the HSE Manager validating the change request needs to be included
with the Administrative Service Request.
3.8.3 Non-Regulated Master PM to a Regulated Master PM due to an Assets
Regulatory Status Change
To request that a PM’s Master PM Record is changed from a non-regulated Master PM to a
regulated Master PM due to an assets regulatory status change, an MOC that includes approval
of the changes by the Division HSE Manager is required. The MOC shall include a list of each
location, asset and/or PM being affected by the change and verbiage from the HSE Manager,
stating the justification and approval of the change in regulatory status to each location, asset
and/or PM listed on the MOC.
3.8.4 Non-Regulated Master PM to Non-Regulated Master PM
To request that a PM’s Master PM Record is changed from a non-regulated Master PM to a
non-regulated Master PM, a written statement from appropriate individual validating the change
must be included with the Administrative Service Request.
3.9 System Description Attributes
To change the Set Point and Maximum Opertating Pressure (MOP) System Description owned
attributes on active locations and/or assets, requires that the associated MOC number is
referenced in the Administrative Service Request. The MOC shall list out each location and/or
asset being affected by the change, and the new MOP and/or Set Point associated with each
location and/or asset.
4 Changes to Existing Pipeline Segment & Facility Records
The following pertains to documentation that is required to change the status of existing Pipeline
Segments and Facility records.
4.1 Changing Status of Regulated Pipeline Segment
4.1.1 Pipeline Operational Change Occurred after September 1st, 2018 (Adoption
of Plains MOC process)
When changing the status to inactive, sold, idle, abandoned, retired, or removed, an MOC that
includes approval of the changes by the Division HSE Manager is required.
The MOC shall include a list of each location and/or asset being affected by the change and
verbiage from the HSE Manager, stating that they approve the change in status to each location
and/or asset listed on the MOC. Additionally, the HSE Manager shall state the new maintenance
requirements after the status change.
All printed versions of PAA documentation are considered uncontrolled; to ensure current and approved revision of this document, users
should compare the revision number and approval date to the official document within the PlainsConnect eLibrary.
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4.1.2 Pipeline Operational Change Occurred Before September 1st, 2018
(Adoption of Plains MOC process)
When changing the status to inactive, sold, idle, abandoned, retired, or removed, the Maximo
status will be changed to align with the GIS pipeline status. If the GIS status is not aligned with
the requested Maximo pipeline status, then the Maintenance Planner, or similar role, will need
to work with GIS to make the necessary changes.
For more information regarding Abandonment and Other Pipeline & Tank Status Classifications
please refer to Plains Policy P-195.402(c)(10).
4.2 Changing Status of Non-Regulated Pipeline Segment
4.2.1 Pipeline Operational Change Occurred after September 1st, 2018 (Adoption
of Plains MOC process)
When changing the status to inactive, sold, idle, abandoned, retired, or removed, the MOC
number associated with the change must be referenced in the Administrative Service Request.
4.2.2 Pipeline Operational Change Occurred Before September 1st, 2018
(Adoption of Plains MOC process)
When changing the status to inactive, sold, idle, abandoned, retired, or removed, the Maximo
status will be changed to align with the GIS pipeline status. If the GIS status is not aligned with
the requested Maximo pipeline status, then the Maintenance Planner, or similar role, will need
to work with GIS to make the necessary changes.
For more information regarding Abandonment and Other Pipeline & Tank Status Classifications
please refer to Plains Policy P-195.402(c)(10).
4.3 Changing Status of a Regulated Facility
4.3.1 Facility Operational Change Occurred after September 1st, 2018 (Adoption
of Plains MOC Process)
When changing the status to inactive, sold, idle, abandoned, retired, or removed, an MOC that
includes approval of the changes by the Division HSE Manager is required. The MOC shall
include a list of each location and/or asset being affected by the change and verbiage from the
HSE Manager, stating that they approve the change in status to each location and/or asset
listed on the MOC. Additionally, the HSE Manager shall state the new maintenance
requirements after the status change.
All printed versions of PAA documentation are considered uncontrolled; to ensure current and approved revision of this document, users
should compare the revision number and approval date to the official document within the PlainsConnect eLibrary.
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4.3.2 Facility Operational Change Occurred Before September 1st, 2018
(Adoption of Plains MOC Process)
If the change was made in the field prior to September 1, 2018, then a written statement from
the HSE Manager stating the status change needs to be attached to the Administrative Service
Request. Additionally, the HSE Manager shall state the new maintenance requirements after the
status change.
4.4 Changing Status of a Non-Regulated Facility
4.4.1 Facility Operational Change Occurred after September 1st, 2018 (Adoption
of Plains MOC Process)
When changing the status to inactive, sold, idle, abandoned, retired, or removed, the MOC
number associated with the change must be referenced in the Administrative Service Request.
4.4.2 Facility Operational Change Occurred Before September 1st, 2018
(Adoption of Plains MOC Process)
When changing the status to inactive, sold, idle, abandoned, retired, or removed, a written
statement from the Tech Manager, District Manager, or Division Director validating the change,
needs to be included with the Administrative Service Request.
5 Changing Due Dates on Scheduled Work Orders
The following pertains to the necessary documentation when a change is required to the due
dates identified on scheduled work orders.
5.1 SCHED Regulatory PM Work Order
Target Finish dates (due dates) will only be changed on Regulated scheduled work orders with
an MOC that includes approval of the changes by the Division HSE Manager. The MOC shall
include a list of each location, asset and/or work order being affected by the change and
verbiage from the HSE Manager, stating the justification and approval of the change in
regulatory due date to each location, asset and/or work order listed on the MOC.
This also includes non-regulated work orders for:






Non-DOT Valve Maintenance Semi Annual (Master PM 1113)
Inspect & Calibrate Non-DOT Overpressure Safety Devices (Master PM 1162)
Inspect & Calibrate Non-DOT Overpressure Safety Device Contractor Only (Master PM
1467)
Inspection of Non-DOT Tanks Monthly (Master PM 1102)
Internal Inspection of Non-DOT Tanks (Master PM 1384)
Inspection of Non-DOT Tanks 10 Year (Master PM 1104)
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should compare the revision number and approval date to the official document within the PlainsConnect eLibrary.
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

June 2020
Inspect Non-DOT Tank Overfill Protection Devices Monthly (Master PM 1115)
Tank Inspection Monthly (Master PM 1172)
5.2 SCHED Regulated and Non-Regulated 5, 10, & 20 Year Tank Inspection Work
Order
5.2.1 Due to Erroneous PM Next Due Date (Data Upload from Ops Info)
To change due dates on scheduled regulated and non-regulated 5, 10, & 20 year operations
tank inspections due to erroneous data upload from Ops Info, a written statement from the
Director of Operations Tech Support that includes the justification of the change needs to be
attached to the Administrative Service Request. No MOC is required for this change.
To change due dates on scheduled regulated and non-regulated 5, 10, & 20 year trucking tank
inspections due to erroneous data upload from Ops Info, a written statement from the Trucking
Division Director that includes justification of the change needs to be attached to the
Administrative Service Request. No MOC is required for this change.
5.2.2 Due to Work Not Being Completed
To change due dates on scheduled regulated and non-regulated 5, 10, & 20 year operations
tank inspections due to the work not being completed, an MOC that includes approval of the
changes by the Division HSE Manager, and Director of Operations Tech Support is required.
The MOC shall include a list each work order being affected by the change and verbiage from
the HSE Manager and Director of Operations Tech Support, stating that they approve the
change of the target finish date to the work orders listed on the MOC.
To change due dates on scheduled regulated and non-regulated 5, 10, & 20 year trucking tank
inspections due to the work not being completed, an MOC that includes approval of the changes
by the Division HSE Manager, and the Trucking Division Director is required. The MOC shall
include a list each work order being affected by the change and verbiage from the HSE
Manager and Trucking Division Director, stating that they approve the change of the target finish
date to the work orders listed on the MOC.
5.3 SCHED Non-Regulated / Reliability PM Work Orders
To change due dates on scheduled non-regulated / reliability PM work orders, a written statement
from the Maintenance & Asset Management Manager approving the change must be attached to
the Administrative Service Request.
Reliability PM’s are defined as: Tank Mixer Maintenance, Pump Maintenance, and any other PM’s
directed by the Technical Services Group.
5.4 SCHED Non-Regulated / Non-Reliability PM Work Orders
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To change due dates on scheduled non-regulated / non-reliability PM work orders, a written
statement from the Operations Supervisor approving the change must be attached to
Administrative Service Request.
6 Cancelling Scheduled Work Orders
The following pertains to the required documentation to cancel scheduled work orders.
6.1 SCHED Regulated PM Work Orders
To cancel a scheduled regulated PM work order, an MOC that includes approval of the changes
by the Division HSE Manager is required. The MOC shall include a list of each work order
requesting to be cancelled and verbiage from the HSE Manager, stating the justification and
approval of the cancellation of the work order listed on the MOC.
6.1.1 SCHED Non-Regulated PM Work Orders
To cancel a scheduled non-regulated PM work order an MOC is required. The MOC shall
include a list of each work order requesting to be cancelled and verbiage from the Tech
Manager, District Manager, or Division Director, stating the justification and approval of the
cancellation of the work order listed on the MOC. This only includes work orders for the tasks
listed below:



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
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Non-DOT Valve Maintenance Semi Annual (Master PM 1113)
Inspect & Calibrate Non-DOT Overpressure Safety Devices (Master PM 1162)
Inspect & Calibrate Non-DOT Overpressure Safety Device Contractor Only (Master PM
1467)
Inspection of Non-DOT Tanks Monthly (Master PM 1102)
Internal Inspection of Non-DOT Tanks (Master PM 1384)
Inspection of Non-DOT Tanks 10 Year (Master PM 1104)
Inspect Non-DOT Tank Overfill Protection Devices Monthly (Master PM 1115)
Tank Inspection Monthly (Master PM 1172)
6.1.2 SCHED CM Work Orders for Devices Not Installed per the Original
Construction MOC
If the Location on the work order has no inspection history, the Maximo Operations Support
Group will move the SCHED work order into WSCHED status for the Maintenance Planner, or
similar role, to then cancel. No MOC is required.
6.2 SCHED Non-Regulated / Reliability PM Work Orders
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To cancel scheduled non-regulated / reliability PM work orders, a written statement from the
Maintenance & Asset Management Manager approving the cancellation of the work order must
be attached to the Administrative Service Request.
Reliability PM’s are defined as: Tank Mixer Maintenance, Pump Maintenance, and any other
PM’s directed by the Technical Services Group.
6.3 SCHED Non-Regulated / Non-Reliability PM Work Orders
To cancel scheduled non-regulated / non-reliability PM work orders, the Maximo Pipeline
Operations Support team will move these work orders into WSCHED status, and the
Maintenance Planner, or similar role, can cancel the work order or schedule it at a later date.
6.4 SCHED Regulated and Non-Regulated 5, 10, & 20 Year Tank Inspection Work
Order
6.4.1 Due to Erroneous PM Next Due Date
To cancel a scheduled regulated or non-regulated 5, 10, & 20 year tank Inspection work order
due to an erroneous PM next due date, a written statement from the Director of Operations
Tech Support stating the justification and approval of the cancellation of the work order needs to
be attached to Administrative Service Request. No MOC is required.
6.5 Due to Work Not Being Completed
To cancel a scheduled regulated or non-regulated 5, 10, & 20 year tank inspection work order
due to the work not being completed, an MOC that includes approval of the changes by the
Division HSE Manager, and Director of Operations Tech Support is required. The MOC shall
include a list each work order being affected by the change and verbiage from the HSE
Manager and Director of Operations Tech Support, stating that they approve the cancellation of
the work order listed on the MOC.
6.6 SCHED CM Work Orders
To cancel scheduled CM work orders, the Maximo Pipeline Operations Support team will move
these work orders into WSCHED status so the Maintenance Planner, or similar role, can then
cancel the work order or schedule it at a later date.
7 Changing Next Due Dates on an Active PM
The following pertains to the required documentation to change the next due date field on active
PM’s.
7.1 Active Regulated PM's
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7.1.1 Pushing PM Date Later than the Current PM Next Due Date
To change the Next Due Date on an active regulated PM later than the current PM next due
date, an MOC that includes approval of the changes by the Division HSE Manager is required.
The MOC shall include a list of each PM requesting to have the next due date changed and
verbiage from the HSE Manager, stating the justification and approval of the change to the PM
next due date.
7.1.2 Pushing PM Date Earlier than the Current PM Next Due Date
To change the next due date on an active regulated PM earlier than the current PM next due
date, an MOC is not required as long as compliance obligations are met. A written statement
from the Operations Supervisor needs to be attached to Administrative Service Request.
This also includes non-regulated work orders for:

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

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
Non-DOT Valve Maintenance Semi Annual (Master PM 1113)
Inspect & Calibrate Non-DOT Overpressure Safety Devices (Master PM 1162)
Inspect & Calibrate Non-DOT Overpressure Safety Device Contractor Only (Master PM
1467)
Inspection of Non-DOT Tanks Monthly (Master PM 1102)
Internal Inspection of Non-DOT Tanks (Master PM 1384)
Inspection of Non-DOT Tanks 10 Year (Master PM 1104)
Inspect Non-DOT Tank Overfill Protection Devices Monthly (Master PM 1115)
Tank Inspection Monthly (Master PM 1172)
7.2 Non-Regulated / Reliability PM's
To change the next due date on an active non-regulated / reliability PM, a written statement
from the Maintenance & Asset Management Manager must be attached to the Administrative
Service Request.
Reliability PM’s are defined as: Tank Mixer Maintenance, Pump Maintenance, and any other
PM’s directed by the Technical Services Group.
7.3 Non-Regulated / Non-Reliability PM's
To change the next due date on an active non-regulated / non-reliability PM, a written statement
from the Operations Supervisor must be attached to the Administrative Service Request.
7.4 Regulated and Non-Regulated 5, 10, & 20 Year Tank Inspection PM’s
7.4.1 Due to Erroneous PM Next Due Date (Data Upload from Ops Info)
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To change the next due date on an active regulated and non-regulated 5, 10, & 20 year
operations tank inspection PM, written documentation from the HSE Manager and Director of
Operations Tech Support stating the justification and approval must be attached to
Administrative Service Request.
To change the next due date on an active regulated and non-regulated 5, 10, & 20 year trucking
tank inspection PM, written documentation from the HSE Manager and the Trucking Division
Director stating the justification and approval must be attached to Administrative Service
Request.
7.4.2 Pushing PM Date Earlier than the Current PM Next Due Date
To change the next due date on an active regulated and non-regulated 5, 10, & 20 year
operations tank inspection PM earlier than the current PM next due date, an MOC is not
required. A written statement from the Tank Supervisor must be attached to the Administrative
Service Request.
To change the next due date on an active regulated and non-regulated 5, 10, & 20 year trucking
tank inspection PM earlier than the current PM next due date, an MOC is not required. A written
statement from the Trucking Division Director must be attached to the Administrative Service
Request.
7.4.3 Pushing PM Date Later than the Current PM Next Due Date
To change the next due date on an active regulated and non-regulated 5, 10, & 20 year
operations tank inspection PM later than the current PM next due date, an MOC that includes
approval of the changes by the Division HSE Manager and Director of Operations Tech Support
is required. The MOC shall include a list of each PM requesting to have the PM next due date
changed and verbiage from the HSE Manager and Director of Operations Tech Support, stating
the justification and approval of the change to the PM next due date.
To change the next due date on an active regulated and non-regulated 5, 10, & 20 year trucking
tank inspection PM later than the current PM next due date, an MOC that includes approval of
the changes by the Division HSE Manager and the Trucking Division Director is required. The
MOC shall include a list of each PM requesting to have the PM next due date changed and
verbiage from the HSE Manager and the Trucking Division Director, stating the justification and
approval of the change to the PM next due date.
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Appendix A – Revision History Table
Rev
Date
0
June 2020
1
October
2020
MoC #
Reason for Issue
Document Creation
15900
HSE Organizational
Changes
Summary of Changes
Transferred to new template and merged all sections
to one document.
Replaced “E&RC Director” verbiage with “HSE
Manager.”
All printed versions of PAA documentation are considered uncontrolled; to ensure current and approved revision of this document, users
should compare the revision number and approval date to the official document within the PlainsConnect eLibrary.
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