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PETE 1013 · Process Plant Operations and Shutdown

Led by Senior Process Plant Engineer Simulacrum

5 modules 5 modules · ~30 hours Engineering Updated 6 days ago

Process plant shutdown and start-up from turnaround planning and critical path scheduling through isolation, execution, risk management, PSSR, commissioning, post-start-up monitoring, troubleshooting, and turnaround optimisation.

Shutdown Planning an…1Shutdown Execution: …2Risk Management, Haz…3Start-Up, Commission…4Troubleshooting, Saf…5
  1. Module 1

    Shutdown Planning and Scheduling

    Led by Senior Process Plant Engineer Simulacrum

    The question

    A turnaround is won or lost in the planning — and a turnaround that runs one day over costs the full daily production revenue in lost output. This module covers the turnaround lifecycle from initiation to closeout, scope development from the four sources (inspection, maintenance backlog, reliability improvement, MOC), critical path scheduling (the longest chain of dependent activities that determines the minimum duration), resource levelling to avoid unworkable labour peaks, long-lead material procurement, and the turnaround organisation chart with its defined authority structure.

    Outcome

    The student can describe the turnaround lifecycle, explain critical path scheduling, describe the scope development process, and explain the resource levelling concept. (Shutdown planning and scheduling)

    Sub-units

    1. 1.1 The Turnaround Lifecycle and the Business Case
    2. 1.2 Scope Development: Building the Work List
    3. 1.3 Critical Path Scheduling and Duration Management
    4. 1.4 Resource Planning, Contractor Mobilisation, and Material Procurement
    5. 1.5 Pre-Shutdown Preparation and the Turnaround Organisation
  2. Module 2

    Shutdown Execution: Isolation, De-Energising, and Critical Activities

    Led by Senior HSE Engineer Simulacrum

    The question

    The shutdown sequence takes the plant from normal operation to a safe, de-energised state through a controlled series of steps — each with a precondition that must be verified. This module covers the seven-step shutdown sequence from rate reduction to confirmed isolation, the four isolation methods (single-block, double-block-and-bleed, spade/blind, electrical LOTO) and when each is appropriate, the isolation certificate with its independent verification requirement, critical path execution and duration tracking, vessel and piping inspection during shutdown, and waste management during the turnaround.

    Outcome

    The student can trace the shutdown sequence, describe all four isolation methods and their risk levels, describe the isolation certificate requirements, and identify four typical critical-path work packages. (Shutdown execution)

    Sub-units

    1. 2.1 The Shutdown Sequence: From Normal Operation to Safe State
    2. 2.2 Equipment Isolation: Methods, Verification, and the Isolation Certificate
    3. 2.3 Critical Path Execution and Duration Tracking
    4. 2.4 Inspection During Shutdown: Vessels, Piping, and Rotating Equipment
    5. 2.5 Waste Management and Environmental Control During Shutdown
  3. Module 3

    Risk Management, Hazard Identification, and Communication

    Led by Senior HSE Engineer Simulacrum

    The question

    A turnaround concentrates more hazards into a shorter time than any other operational period — hundreds of unfamiliar contractors, open equipment, simultaneous activities, and the transition between shutdown and start-up states. This module covers the turnaround-specific HAZOP, the task risk assessment performed before each work package, the SIMOPS matrix and its three conflict categories (prohibited, restricted, unrestricted), permit-to-work volume management during a turnaround, the daily coordination meeting, radio protocol and escalation procedures, and contractor safety management (induction, competency, supervision ratios).

    Outcome

    The student can describe the turnaround HAZOP and TRA, explain the SIMOPS matrix with examples, describe the PTW volume management controls, and explain the contractor induction and supervision requirements. (Risk management and communication during shutdown)

    Sub-units

    1. 3.1 Turnaround-Specific HAZOP and Task Risk Assessment
    2. 3.2 SIMOPS Management and Conflict Resolution
    3. 3.3 Permit-to-Work Volume Management
    4. 3.4 Communication: Daily Meetings, Radio Protocol, and Escalation
    5. 3.5 Contractor Safety: Induction, Competency, and Supervision
  4. Module 4

    Start-Up, Commissioning, and Operational Testing

    Led by Senior Instrumentation & Control Engineer Simulacrum

    The question

    The start-up after a turnaround is the highest-risk period — equipment that was opened and repaired may leak, instruments may be miscalibrated, and the first introduction of hydrocarbon is the point of no return. This module covers the PSSR (the seven verification items and the three-signature authorisation), the eight-step start-up sequence from pressure testing through hydrocarbon introduction to design capacity, commissioning of new equipment (loop testing, functional testing, performance testing), post-start-up monitoring during the critical first 72 hours, and turnaround closeout documentation.

    Outcome

    The student can describe the PSSR and its regulatory basis, trace the start-up sequence, explain the three commissioning test types, and describe the post-start-up monitoring programme. (Start-up, commissioning, and testing)

    Sub-units

    1. 4.1 The Pre-Start-Up Safety Review (PSSR)
    2. 4.2 The Start-Up Sequence: Pressure Testing Through Hydrocarbon Introduction
    3. 4.3 Commissioning New Equipment
    4. 4.4 Post-Start-Up Monitoring and Leak Detection
    5. 4.5 Turnaround Closeout: Documentation, Lessons Learned, and Cost Reconciliation
  5. Module 5

    Troubleshooting, Safety, Optimisation, and Lessons Learned

    Led by Senior Process Troubleshooter Simulacrum

    The question

    Things go wrong during every turnaround. Equipment is found in worse condition than expected. A new installation does not perform. A leak is discovered during start-up. This module develops the troubleshooting discipline for shutdown (unexpected corrosion, scope changes, critical path impact) and start-up (process loop errors, instrument failures, leaks after hydrocarbon introduction), the start-up-specific safety framework, turnaround optimisation techniques for duration (pre-fabrication, modularisation), cost (standardisation, scope challenge), and safety (permanent isolation valves), and three case studies from major turnaround incidents.

    Outcome

    The student can diagnose and respond to three turnaround scenarios, describe the start-up safety controls, and describe three optimisation techniques each for duration, cost, and safety. (Troubleshooting, safety, and optimisation)

    Sub-units

    1. 5.1 Troubleshooting During Shutdown: Scope Changes and Critical Path Impact
    2. 5.2 Troubleshooting During Start-Up: Process, Instrument, and Leak Issues
    3. 5.3 Safety During Start-Up: The Highest-Risk Period
    4. 5.4 Turnaround Optimisation: Duration, Cost, and Safety
    5. 5.5 Case Studies and Lessons from Major Turnaround Incidents