 Opening Process Equipment - Tier 1 Best Practice Quick Reference List
Site:
Date:
Level 1
Level 2
Completed By:
Description of Work:
Equipment and Tools
Description
1)
Are blinds or "double block & bleed" used as the
preferred method of isolation for work?
2)
Is an "Opening Process Equipment Permit" in
place for the installation of blinds?
3)
Are cutting/drilling tools & procedures appropriate
for the work conditions?
4)
Are isolation blinds suitable for the anticipated
pressure?
Yes
No
N/A
Comments
N/A
Comments
Systems
Description
5)
Is an "Opening Process Equipment Permit" in
place?
6)
Were the equipment isolation points "positively
identified" including valves to be closed, blind
locations and drains/bleeders? Each should be
discretely tagged (i.e. numbered).
7)
Was equipment containing hydrocarbon or
hazardous/toxic material emptied, flushed clean
and purged?
8)
Are deadlegs & lowpoints appropriately considered
with evidence that flushing/purging was effective?
9)
For equipment that does not meet the 2
requirements above, is there a written procedure
in place?
For equipment that cannot be positively isolated, is
there a "specific to this exact job" written
procedure, risk assessment, JSA and approval to
open? Using a standard site SOP or the checklist
on an "Opening Process Equipment Permit" does
not meet this test.
For working behind a single block valve, is there a
"specific to this exact job" written procedure, risk
assessment, JSA and approval to open? Using a
standard site SOP or the checklist on an "Opening
Process Equipment Permit" does not meet this
test.
Is the exact location of the equipment/line break
positively identified on the field (i.e.
painted/numbered tag) and documented on the
permits?
Did the process technician verify that the
equipment was positively isolated (i.e. no leakage)
within 3 hours of the equipment break? Verify
signatures.
10)
11)
12)
13)
Yes
No
14) Is the appropriate PPE identified on the permit and
being used?
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February 2014
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 Opening Process Equipment - Tier 1 Best Practice Quick Reference List
People
Description
Yes
No
N/A
Comments
15) Are nearby workers aware that process equipment
is being opened?
16) Is safe egress from the work site provided?
17) Were specific exposures considered (benzene,
acids/caustics, NORM, etc.)?
18) Is the equipment prepared in a way so as to
minimize the required PP&E?
If you answered “No” to any question, please provide details:
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February 2014
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