Preface |
Acknowledgements |
Items on the CD Accompanying These Guidelines |
List of Tables |
List of Figures |
Acronyms and Abbreviations |
Glossary |
Executive Summary |
Introduction / 1: |
Historical Perspective / 1.1: |
Management of Change Element Overview / 1.2: |
Motivations for MOC / 1.3: |
Internal Motivations / 1.3.1: |
Industry Initiatives / 1.3.2: |
Regulatory Influences / 1.3.3: |
Quality Initiatives / 1.3.4: |
Commitment Required for Effective MOC Systems / 1.4: |
Organization and Use of These Guidelines / 1.5: |
Relationship to Risk-Based Process Safety / 2: |
Basic Concepts and Definitions / 2.1: |
Process Safety and Risk / 2.1.1: |
Management Systems / 2.1.2: |
Life Cycles of Processes and Management Systems / 2.1.3: |
Responses to Management System Problems / 2.1.4: |
Overview of the RBPS System / 2.2: |
Risk-based Management System Approach / 2.2.1: |
Risk Based Process Safety Elements / 2.2.2: |
RBPS System Design Hierarchy / 2.2.3: |
Key Principles and Essential Features of MOC Systems / 2.2.4: |
Interaction among MOC and Other RBPS Elements / 2.2.5: |
Designing an MOC System / 3: |
Establishing Terminology / 3.1: |
Determining the Implementation Context / 3.2: |
Life-cycle Application / 3.2.1: |
Considerations for MOC Systems in Non-traditional Activities / 3.2.2: |
Establishing MOC System Design Parameters / 3.2.3: |
RBPS Design Criteria / 3.2.4: |
Defining Roles and Responsibilities / 3.3: |
Defining the Scope of the MOC System / 3.4: |
Physical Areas for which MOC Will Be Implemented / 3.4.1: |
Types of Changes to Be Managed / 3.4.2: |
Boundaries and Intentional Overlaps with Other Elements / 3.4.3: |
Integrating with Other PSM Elements and Existing Company Practices and Programs / 3.5: |
Requirements for Review and Authorization / 3.6: |
Guidelines for Key MOC Issues / 3.7: |
Making an MOC System Easier to Monitor / 3.8: |
Designing an MOC System to Make It Easier to Audit / 3.8.1: |
Collecting Performance and Efficiency Measurement Indicator Data / 3.8.2: |
Developing an MOC System / 4: |
Verifying Implementation Context / 4.1: |
Identifying Potential Change Situations / 4.2: |
Coordinating the MOC System with Existing Procedures / 4.3: |
Maintenance Work Orders / 4.3.1: |
Spare Parts Control, Warehousing, and Distribution / 4.3.2: |
Purchase Requisitions and Suppliers / 4.3.3: |
Engineering Change Requests / 4.3.4: |
Research and Development Recommendations / 4.3.5: |
Company Standards and Specifications / 4.3.6: |
Establishing RFC Review and Approval Procedures / 4.4: |
Developing Guidelines for Key MOC Issues / 4.5: |
Evaluating Hazards / 4.5.1: |
Communicating Changes or Providing Training / 4.5.2: |
Tracking Temporary Changes / 4.5.3: |
Integrating MOC with ORRs and PSSRs / 4.5.4: |
Allowing Emergency Changes / 4.5.5: |
Designing MOC System Documentation / 4.6: |
Defining Employee Training Requirements / 4.7: |
Considering How to Modify the MOC System / 4.8: |
Comparing the MOC System to the Design Specification / 4.9: |
Implementing and Operating an MOC System / 5: |
Preparing the Site Infrastructure / 5.1: |
Managing the Culture Change / 5.2: |
Integrating the MOC System with Existing Procedures / 5.3: |
Developing a Phased Implementation Plan / 5.4: |
Training Personnel Affected by MOC Procedures / 5.5: |
Operating an MOC System / 5.6: |
Monitoring the Operation of the MOC System / 5.6.1: |
Resolving MOC Questions and Disputes / 5.6.2: |
Maintaining MOC System Documentation and Records / 5.6.3: |
Monitoring and Improving an MOC System / 6: |
Motivations for Improvement / 6.1: |
Sources of Information to Launch and Guide Improvement / 6.2: |
Performing MOC Audits / 6.2.1: |
Collecting Metrics and Performing Management Reviews / 6.2.2: |
Identifying the Need to Improve / 6.3: |
Identifying Specific Problem Areas for Corrective Action/Redesign / 6.3.1: |
Using Performance and Efficiency Metrics / 6.3.2: |
Performing Management Reviews / 6.3.3: |
Identifying Opportunities for Corrective Action or Improvement / 6.4: |
Identifying and Addressing Causal Factors / 6.4.1: |
Identifying Typical Causes of Ineffective MOC Systems / 6.4.2: |
Performing a Gap Analysis for Performance Issues / 6.4.3: |
Implementing the Redesign/Improvement Effort / 6.5: |
Managing the Redesign Effort / 6.5.1: |
Itemizing and Evaluating Known Concerns / 6.5.2: |
Proposing Corrective Actions to Address the Causal Factors / 6.5.3: |
Repeating the Evaluation to Address Efficiency Issues / 6.5.4: |
Challenging the Proposed Revisions to the MOC System / 6.5.5: |
Implementing and Monitoring the Redesigned or Improved MOC System / 6.5.6: |
The Future of Change Management / 7: |
Examples of Replacements-in-Kind and Changes for Various Classes of Change / Appendix A: |
MOC System Design Structure / Appendix B: |
Examples of MOC System Procedure Work Flow Charts and MOC Review Documentation Forms / Appendix C: |
Electronic MOC Applications / Appendix D: |
Example MOC System Audit Checklist / Appendix E: |
Example MOC Performance and Efficiency Metrics / Appendix F: |
Common MOC Problems and Proposed Solutions / Appendix G: |
References |
Index |
Preface |
Acknowledgements |
Items on the CD Accompanying These Guidelines |