Pro Active Monitoring

GOALS

At the end of this lesson you will be able to:

1. Explain Proactive Monitoring, its intent and benefits
2. Describe the Proactive Monitoring requirements and how
Proactive Monitoring duties are shared
3. Explain what Proactive Monitoring is about
4. List the enabling Proactive Monitoring tools

3/11
 ESP OVERVIEW

• What is Ensure Safe Production?

A set of work processes to know and understand operating limits and staying within them.

• Objective:
To increase and sustain reliability by operating our plants safely and efficiently
• Limits are defined and controlled
• Corrective Actions are taken and recorded
• Early failure detection by Proactive monitoring
• Empowerment to stabilize, slow down or shut down to prevent unsafe operating conditions.
• Maintain Situational Awareness

Managing Abnormal Situation :ability to manage and control the risk when
limits are exceeded Management of
Abnormal
Situations

Proactive monitoring: monitor and control to avoid exceeding a safe limit

GASCO ESP
while meeting all operational and business targets Proactive Monitoring

Override of
Alarm Operating
Knowing your Limits Management
Safeguarding
Windows
Systems

Communication and Situational Awareness Operating

Shift Handover and Shift Log Reports
Shift Team Meeting Procedures/
Orientation And Records
Work Instructions
THE ESP PROCESS

Shift Cycle

Shift Handover Shift Reporting

Managing
Start of Shift End of Shift
Abnormal
Orientation Review
Situations

Shift Team Override of

Proactive
Meeting and Safeguarding
Monitoring
Monitoring Plan systems

Monitor and Control Conditions (M&CC)

4/11
PRO ACTIVE MONITORING OVERVIEW

Field Control room/

operator Panel operator

Plant performance
is monitored from
different angles

Operational/technical support
PRO ACTIVE MONITORING OVERVIEW

Time Monitoring scope

window
Field operator Shortest See/Smell/Sound rounds
(< 1 hr) Local readings, general observations

Short term Observing short term trends (via DCS

Control room/ (8-12 hrs) or PI system).
Panel operator Response to deviations

Long term Looks after slow moving and complex

(weeks/ variables. Typically parameters which
months) do not really change within the time
Operational support
window of and operator
PRO ACTIVE MONITORING OVERVIEW

Operating
Integrity

Outside
Operators
operator

Control room/
Operators
Panel operator

Production
Various specialists in
Operational support
Technical Support
Operations Suppour
WHY PRO ACTIVE MONITORING?
Exceedance of limits: increased
level of risk to integrity/ reliablity
Reactive
• Wait for alarms/escalations to respond to
• Look only at groups or graphics periodically
• Focus on known problems
Prevent or Abnormal situations
Proactive
• Periodically “walk” the unit both physically and via
trends and graphics
• Impending failures are detected
• Take preventative action before the situation
escalates
WHATESP – Situational
IS PRO Awareness
ACTIVE MONITORING

Proactive Monitoring in GASCO

• Performed by Shift Operators

• Aims at preventing unsafe/undesirable conditions or environmental incidents by

reacting as early as possible to deviations and abnormalities in process variable and
equipment behaviors

• Standardized Panel and Field Operators Pro Active Monitoring rounds take advantage
of operators’ and Operations Support’s best practices, knowledge and experience
Technical Proactive Monitoring in GASCO
Performed by Operational/technical support

• Aims at preventing unsafe/undesirable conditions or environmental incidents by

analyzing long term trends

• Standardized reporting sheets and RACI to analyze performance and address issues

6/11
 ESP – Situational
PRO ACTIVE MONITORING Awareness
DEFINITIONS

Proactive (from the dictionary)

• Acting in advance to deal with an expected difficulty; anticipatory:
“proactive steps to prevent building fires”.

• Taking action by causing change and not only reacting to change when
it happens: “Companies are going to have to be more proactive
about environmental management, a proactive approach/role”.

• Acting in anticipation of future problems, needs, or changes

5/11
 ESP – Situational
PRO ACTIVE MONITORING Awareness
DEFINITIONS

Monitoring (from the dictionary)

• The act of observing something (and sometimes keeping a record of it)
“the monitoring of enemy communications plays an important role
in war times”.

• The process of continually checking, observing, recording or testing the

operation of some procedure

• To keep track of systematically, with a view to collecting information

• To keep close watch over, supervise

5/11
 ESP – Situational
PRO ACTIVE MONITORING Awareness
DEFINITIONS

Proactive Monitoring

• Acting in advance to deal with an expected difficulty, anticipation of future

problems “Projecting data to develop information predicting future threats”

• Taking action by causing change and not only reacting to change when it
happens “Developing the mitigation plan in advance”

• The process of continually checking, observing, recording or testing

• To keep track of systematically, with a view to collecting information

“Systematically observing and collecting data to turn into information”

5/11
 ESP – Situational
PRO ACTIVE MONITORING Awareness
DEFINITIONS

Proactive Monitoring in the context of ESP

Systematically collecting and analyzing defined data to:

1. regularly develop/report the information needed to predict future opportunities

and threats

2. develop response plans in advance.

5/11
 ESP – Situational
PRO ACTIVE MONITORING Awareness
PROCESS

Pro Active Monitring Process

• Define Parameters/Checks

Operations Department Head/

Shift Superintendent
Set Up • Define frequencies Validate &
Approve
Review
Compliance/
Checklists/Add Identify
Adhoc opportunities for
requirements improvement

• Schedule rounds
Schedule

Operations Coordinator/
Compile checklist

Operations Engineer
(Field Pro Active
Monitoring)
• Execute rounds Define Pro Active
Monitoring
Execute parameters & Set
Compile checklist
frequencies
& Display trends
Panel Pro Active
Monitoring)

• Validate reported data (exceptions)

Validate Discipline Engineers

Analyze data &

RCM/ Validate define/
• Analyze relevant date to detect REM
Process
Parameters and
Frequencies
implement
corrective
Analyze potential issues actions

• Analyze the performance of the

Shift controller/

Shiftcontroller

Validate
Assistant

Learn / process with the aim to improve. parameters &

Archive
Schedule Rounds Confirm/Assign
Improve corrective
Rounds
actions
Field/Panel Operator

Correct and
Execute rounds Report
Deviations

8/11
PROACTIVE MONITORING: WHAT TO
ESP – Situational Awareness
MONITOR?

1.As first priority, any parameter that potentially impacts SAFETY, be it the
safety of personnel, process safety or environmental performance

2. Any parameter potentially impacting reliability and the ability to meet the short
and long term production plans, the planned length between shutdowns or the
operating budget

• Only focus on the most he most important parameters, which indicate the general
health of the process

• Which Variables exactly: to be determined by a team consisting of operators,

operations engineers and technologists (inspection, corrosion, process engineering etc.

7/11
 ESP – Situational
PRO ACTIVE MONITORING Awareness
SOURCES
Outside Pro Active
Monitoring
Some Limits, Levels or Targets
Operator Round schedules
RCM tasks
Many Operator Surveillance Task
Some Maintenance. / Engineering. PM from other processes and
Many Limits, Levels or Targets collects data.
RBI
Some Operator Surveillance Task

Instrument Trip Settings

Protective Function Instr. Test Cycle Safe&
Pro Active Monitoring
Stable
Plan
HazOp / PHA Operation
COMAH
Some Limit, Levels or Targets
Some Operator Surveillance Task Inside Pro Active
Safeguarding/Devices
Monitoring
Pressure Relief Limits, Levels or Target

Production Optimization Operating Targets

/Energy conservation, Standard Operating Levels

5/11
 ESP –MONITORING:
PRO ACTIVE HOW TO SET UP
Situational Awareness

Typical content of a Proactive Monitoring Plan

• What: The parameter or condition being monitored, e.g. temperature,
pressure, etc.
• Who: Owner (person who will monitor), e.g. shift operator, engineer,
inspector, etc.
• How : Method of monitoring, e.g. DCS, field round, laboratory test,
simulation, etc.
• When: Frequency of monitoring, e.g. hourly, daily, weekly, etc.
• Reporting requirements: each shift, monthly, ad hoc in the event of an issue,
etc.
• Mitigation or corrective actions: for abnormal situations such as limit
exceedences or trends likely to lead to exceedences, e.g. reduce reboil ratio,
correct pH, reduce/increase setpoint.
• Escalation philosophy and guidance: e.g. inform Shift Supervisor, Operations
specialist, external supplier, etc.

11/11
 ESP – Situational
PRO ACTIVE MONITORING Awareness
KEY POINTS

Proactive Monitoring - Key points to remember

• Only the trend of the data will yield information on the direction, speed and
acceleration of any change in the Parameter observed.

• Limits will trigger an early deviation and need to defined (normal operating
ranges NOT alarm limits)

• The observed data must reflect the monitored parameter its true behavior in
order for the information to be valid.

• Relationships between monitored parameters must be understood to be able

to isolate cause and effect.
Inside Proactive monitoring
 ESP
INSIDE – Situational
PRO Awareness
ACTIVE MONITORING

What is Inside Proactive monitoring?

– Periodically “walk” the unit via trends and graphics

– Take preventative action to avoid hitting alarm points
– Alarm summary is nearly blank, nearly all the time
– Alarms are important and get immediate attention
– Targets are addressed in the same proactive manner

8/11
 ESP
INSIDE – Situational
PRO Awareness
ACTIVE MONITORING

Is it new?
• By a “virtual” round trough the
plant, just like the old days
walking the panels:
• One look and the state of the
process was known.

8/11
 ESP
INSIDE – Situational
PRO Awareness
ACTIVE MONITORING

And today, taking advantage of modern technology

A “virtual” round trough the unit, browsing selected trends / trend
screen combinations, Either in the DCS and/or the data historian

Displaying trend curves of key Variables and their limits

8/11
 ESP – Situational
SITUATIONAL AWARENESS Awareness
TREATS

Resulting in the following “cockpits”:

A standard console round assists all console operators in
“walking” the unit the same way every time. The ¨Proactive
Monitoring round is done many times a shift.

8/11
 ESP
INSIDE – Situational
PRO AwarenessHOW
ACTIVE MONITORING
TO DEFINE THE PARAMETERS

1. Assign Pro Active Monitoring (PAM) Team (Experienced Panel Operators, Process
Engineering)

2. Unit by unit asses which tags need to be monitored

• typically changes within 12 -24 hr. window
• typical review interval every 2 hours
• use the limits set in the “DCS tag database” (use a single reference for limits)

3. Compile a long list of parameters

4. Review the long list and compress into a shortlist (max 40 trends per “panel”)

5. Implement and track monitoring activities

6. A subset of the variable could be included in the shift report (as key process variables)
8/11
 ESP
INSIDE – Situational
PRO AwarenessSCOPE
ACTIVE MONITORING

PAM content
Feed and Product Flow Rates
Quality Parameters in FEED and
Product Streams
Critical Tags as per Unit Operating
Window
Critical Equipment and Auxiliary
Performance
Interphase Levels on Separators
Plant Pipe-
Objective line
Critical input streams and output streams need to be monitored regularly (at least every 2 x x
hours) as these are subject to change based on upstream and downstream upsets or
change in mode of operation.
The online analyzers for feed and product streams need to be monitored from time to time x x
(at least every 2 hours) as any change in these could indicate deviation from normal
operation. Regular verification (daily) of analyzer readings with lab analysis validates the
analyzer performance.
Critical tags need to be identified for periodic monitoring (every 2 hours on an average) x
with their defined limits to aid the panel operator in prevent exceedance of the limit.
These tags can be selected from the operating envelope, Integrity Operating Window and
Safe Operating Limit tags.
Operating parameters of critical equipment and their auxiliaries need to be monitored x x
timely during the shift. It is recommended to note these parameters twice during the shift
totaling to 4 times per day.
A key parameter to be monitored especially for feed gas separators as the inter-phase x
levels if not monitored properly can lead to flaring/gas blow by. Monitoring of these
interface levels is done regularly (every 2 hours on an average) (Plant)

8/11
 ESP
INSIDE – Situational
PRO AwarenessSCOPE
ACTIVE MONITORING

PAM content
Product Storage and Export
Status of Flare Valves and Flow to
Flares
Overridden Tags and Inhibited Tags
Controllers on Manual
Emission Monitoring from Stacks
Plant Pipe-
Objective line
Product inventory levels need to be noted as certain storage tanks/spheres are designed x
for continuous export and can hold inventory only for few days. Export flow rates need to
be monitored as well as per customer requirement. Typically storage and export
parameters are recorded on a daily basis.
All key connection to flares need to be identified and displayed on a separate x
panel/monitor for the panel operator’s surveillance. Monitoring of valves lined up to the
flare is typically done every 2-4 hours. Camera and CCTV footage needs to be monitored
frequently for changes in the flares.
closely monitor all overridden tags and inhibited tags to ensure timely intervention in case x x
of failure of other safeguards. The override register is validated before handover and is
discussed during the handover
The controllers that have been changed to manual mode of operation during certain x x
upsets or due to process requirement, need to be recorded and monitored until
normalization. A register needs to be maintained for the same. This register is validated
before handover and is discussed during the handover
CEMS and PEMS data needs to be monitored at regular intervals (ideally twice per shift) to x
ensure process performance and compliance to emissions in accordance to ADNOC COP.
Deviations from normal operations can be detected at an early stage and correctively
actions can be taken accordingly.

8/11
 ESP
INSIDE – Situational
PRO AwarenessSET UP
ACTIVE MONITORING

• The limits must be displayed on the trends.

• Keep the number of variables on a single trend minimal (if you configure more
than 1 parameter in 1 trend, be sure that the set of parameters has the same
limit value)

Limit (Low)

Process Value

Limit (Low, Low)

8/11
 ESP – Situational
INSIDE PROACTIVE Awareness
MONITORING SUMMARY

• A picture speaks thousand words: Trends and associated graphics designed into a
standard scientific and engineered view of the process utilizing Operator experience.

• Operator should “walk” the unit using the Control Room Operator rounds (PI/DCS
trending displays) to assess the current state of the process frequently

• Prevention of unsafe conditions and offspec, as defined by the Limits, clearly requires
knowledge of where the variables and process is headed and how quickly.

• It is not good practice to wait for notification of an unsafe condition by an

alarm.

• By providing standardized and structured Control Operator rounds, each Operator will
see the process from the same perspective and have the advantage of the cumulative
knowledge that went into constructing the round.

9/11
Outside Pro Active Monitoring
 ESP
OUTSIDE – Situational
PROACTIVE Awareness
MONITORING

Field Operator rounds: Predefined field rounds made up of tasks:

- Dealing with HSE, operations, reliability, quality, etc.:
- Organized by area and/or by theme
- Different types of tasks : check, do, measure
- Including safe “Sight Smell Sound Touch” checks, e.g. noise, fumes,
leaks, etc. to detect threats and abnormal situations relating to non-
instrumented Variables
- Suggested tasks to safely manage undesired conditions on the spot
- Set time and frequency: from X times a shift to once a year
- Including ad hoc tasks as per the operating instructions and/or Shift Team
Plan

9/11
 ESP
OUTSIDE – Situational
PROACTIVE Awareness
MONITORING

Which kind of tasks does the field operator round cover?

- Personal and process safety equipment checks
- Monitor status and conditions of critical and other equipment
- Local instruments and ad hoc field measurements
- Temperature, pressure, level, flow, control valve position / by pass, intensity,
lubrication, vibration, oil quality, etc.
- Take and/or analyze samples
- Check feed and products line-ups
- Operability and Reliability duties: blow, clean, drain, grease, level off, refill,
stroke, switch to spare, vent, etc
- Check instrument readings, field vs. control room

Be at the equipment: Field operators use their own senses when doing
their round to detect and mitigate early “non-instrumented” Abnormal
Situations

9/11
 ESP
OUTSIDE – Situational
PROACTIVE Awareness
MONITORING

- Field operator rounds can be complemented with ad hoc tasks agreed

during the Shift Team Meeting
- Proactive Monitoring outcome is recorded: tasks performed,
measurements, observations, issues, etc.
- Records can be used to assess how parameters and conditions evolve
over time and might evolve in the future,
- Undesired conditions are addressed
directly and if persisting, managed as
Abnormal Situations
- Tasks which are not completed as per
initial schedule are reported, for
(potential) rescheduling

9/11
SCOPE ESP – Situational
OUTSIDE PROACTIVEAwareness
MONITORING
Plant Pipe-
PAM content Objective line
Operator Round The operator is expected to record the various operating parameters of the equipment/Sample x x
(parameters/sampling products and highlight deviations from normal operating conditions:
Steam Traps Survey check the steam traps for normal functionality, passing, leaks and if they are lined up or isolated with x
justifications for isolations. ,resulting deficiencies to be be reported with the tag number and
location. raise necessary work orders to rectify deficiencies..
Chemical Inventory Checks list the chemicals present in his unit along with their current stock in the field. Any deficiencies are to x x
be noted. checks availability of MSDS (either at the storage shelters or the operator shelters needs to
be confirmed) as well as the date of expiry of the chemicals. Ensure housekeeping and that chemicals
are stored in the correct manner/place. Any deficiencies need to be reported and rectified
Monthly PSV Checks Confirm the current status of the PSVs with that of the P & IDs and report any deficiencies, for x x
example, the PSVs removed to workshop for PM or non-availability of chain locks/padlocks for the
isolation valves. (Plant and Pipeline)

Containment Conformity to identify sources to flare during exceptional flaring in addition to the monthly schedule. The
Checklist checklist contains the item description (valves and lines), content, sizing, P&ID number and release
source. The operator is required to confirm if the service is as per its required status including the
position of the blinds and if there is any passing to the flares. The deviations are to be reported.
(Plant)

Critical Valves Position The checklist shall identify all critical valves in the operations area with their tag numbers and the x x
Checklist location. The Operator is required to update the status of these valves in comparison to their
required position as Pad lock Open (PLO) with remarks if any. (Plant and Pipeline)
One of the most critical checklists and is to be used by the operators

Plant Walkthrough See detailed table on next slide

9/11
SCOPE ESP – Situational
OUTSIDE PROACTIVEAwareness
MONITORING
Plant Walktrough
General Leaks Survey
Emission Survey
Waterboot Level Verification
Pipe Support Vibration,
Friction/Erosion Survey
Walkways/Pavement & Grating
Status
Missing Plugs & Caps Survey
Plant Pipe-
Objective line
identify hydrocarbon, steam, oil, Sulphur and solvent leaks in his area and report them with the x x
equipment tag number and line number where applicable. The shift controller is to raise a work
order to rectify the same. On execution of the job, the records are to be updated
report the colour of smoke/emission from the furnaces, stacks and flares. Additional checks are X
to be conducted for the furnaces: Flame colour, flame impingement, flame vibration, refractory
condition, hot spots are to be reported for follow up.
The level gauge and level indicator reading are to be taken by the field operator and the same is X
to be verified by the panel operator. This is necessary to prevent flaring of lighter hydrocarbon
ends from high water accumulation in the water boots. Any deviations are to be captured and
necessary corrective actions to be taken by the Shift controller.
examine the pipe support and expansion joint conditions for visible cracks, fractures and in case X X
of spring supports, the housing and spring for corrosion. Operators shall also determine changes
in the space between the grating and pipes and also for signs of erosion/friction between lines.
(Plant and Pipeline)
report any obstruction or damage to the walkways, pavement and gratings. For pipeline x x
additionally the status of culverts, culvert crossings and accessibility to the pipeline shall be
reported as well
confirm that all plugs and caps are in place as per the P&ID. X X
9/11
SCOPE ESP – Situational
OUTSIDE PROACTIVEAwareness
MONITORING
Plant Walktrough
Flanges, Bolts and Rust
Identification
Instrument Gauges Verification
Swales Verification
Compressor, Pump and Export
Metering Skid
Plant lighting Survey
Plant Pipe-
Objective line
inspect the pipe flanges and bolts for signs of rust. Missing bolts and screws shall also be x x
reported. It is advisable to educate the operators on how to report rust of flanges and bolts
through a pictorial representation of various stages of rust.
ensure proper functioning of gauges, pointer condition (broken or not visible), liquid filled x x
gauges for high vibration services, leakage from liquid filled gauges, gauge line up and gauge
range (within range or out of range). Deficiencies are to be reported and shift controllers are
required to raise work orders accordingly. (Plant and Pipeline)
check all swales within their units for accumulation of water, dust, sand, oil etc. and report the x x
status in the survey forms. In addition, they are also required to report the presence of any solid
material such as insulation, cladding or waste that have been dumped into the swales. The shift
controllers are to take actions accordingly for empting out the swales
check the skids for any oil leaks from the source, oil accumulation at the skids, skid drainage as x x
well as housekeeping around the skid. Additionally, they are required to check the condition of
breathers and oil mist eliminators for blockage or if they are plugged. The form shall list the
equipment number/location as well as the status, with a section for comments or remarks
Operators are required to check and report the lighting and corresponding supports are fixed x x
properly, fused lights that need to be replaced, if there is enough illumination/brightness in the
area, the auto on/off timings are synchronized with winter and summer times, emergency
lighting is fixed and functional.
9/11
PRO ACTIVE MONITORING BY FIELD
ESP – Situational Awareness
OPERATORS

How is monitoring done by Outside Operators?

• By a “physical” round in the plant, as currently done
• Selected & prioritized local variables & conditions
• Structured & organized rounds
• at preset time / frequency
• by area and/or theme
• Using modern technology
• Guided tour
• Technical info readily available
• Capturing data / info electronically for further use
• Integration with other applications

10/11
PRO ACTIVE MONITORING BY FIELD
ESP –TYPICAL
OPERATORS Situational Awareness
CONTENT PARAMETER
LIST

PLANT DIVISION Page 1 of 1

Operations Department Area

Date: Form No.

UNIT:
Log Sheet

Normal Action Taken in

Engg.
Service Tag No. Operating Range Operating Actual Reading Case of
Unit
Value @ Exceedance

Low High Timing Timing

General Remarks:

Day Shift Night Shift

Validated By: SC / Validated By:
Operator Operator
ASC SC / ASC

Revision No.: Date: Title: Log Sheet Document ID:

10/11
 ESP –MONITORING
PRO ACTIVE BY A FIELD
Situational Awareness
OPERATOR; EXAMPLE

Content of Outside Operators PAM rounds

Example of a checklist for a booster compressor

HABSHAN BAB PLANT DIVISION-

Operations Subdivision Booster
Area-Bab Department (HBO B)
Date :
Action Taken in case
Service Tag No. ENG UNIT MIN MAX 8:00 16:00 20:00 4:00
of exceeded
Booster
11K101 Lube Pump-A 11k101 G1-A Amps 0 26.6
11K101 Lube Pump-B 11k101 G1-B Amps 0 26.6
11K101 G1 A/B Disch Press PG7045-46 Bg 5 10
Oil Header PG7048 Bg 5 10
Lube Filter Diff PDI7057 Bg 0 1.4
Lube Oil Press PG7049 Bg 1 1.5
11E102 Cooler O/L TG7040 OC 40 70
11E102- 1M Load Amps 0 21
11E102- 2M Load Amps 0 21

11/11
 ESP –MONITORING
PRO ACTIVE BY A FIELD
Situational Awareness
OPERATOR; VISUAL CHECKS

Vibration guide Bearing temp. guide Oil Color gauge

11/11
Proactive Monitoring for
supervisors
PROACTIVE – Situational Awareness
ESP MONITORING SHIFT
CONTROLLER / SUPERINTENDENT

Shift supervisors have a duty in proactive monitoring as well:

Monitor and Control: execution by all Shift Team members
- Operating Window Exceedances and other Abnormal Situations are properly
managed, investigated and reported
- Proactive Monitoring needs are defined, communicated and executed as planned, or
otherwise rescheduled
- Alarm system integrity is maintained and managed: IPFs (MOS and OOS), disabled
alarms, MOCs, etc..
- At the end of the shift any deviations from pro-active monitoring are validated and
reported
- All information needed is timely communicated to all relevant stakeholders and
learning recorded and communicated

Shift performance
- Active Alarms
- Other Abnormal Situations: Shift manning (staffing and competence level), mass
(un)balance, abnormal process and equipment behaviors / conditions and any other
developing threats, etc.
- Adherence to procedures and validation of effectiveness
- Fulfilling and meeting the production plan
- Interface issues
9/11
Proactive Monitoring
Performance & Summary
 ESP –MONITORING
PROACTIVE PERFORMANCE
Situational Awareness

Performance Performance Indicators

Indicators
Outside Proactive  Percentage of number of completed rounds divided by
Monitoring number of planned rounds per month
Compliance

Inside Proactive  Percentage of number of completed rounds divided by

Monitoring number of planned rounds per month
Compliance
 ESP –MONITORING
PROACTIVE SUMMARY
Situational Awareness

We know our limits and Operate within those at all times

• Picture speaks a thousand words – patterns are remembered.

• Use of field operators senses is essential: physically be at the equipment
• Limits must be defined
• Limit trends to the mots important: The overhead trends should show key safety and performance
variables of the plant
• Everyone in must KNOW what it means when a trend is going upwards / downwards and understand the
response to it– document them!
• A systematic approach is needed for PAM rounds– coach this and plan for it
• Plan ahead for activities that will take place – think about mitigation – ask about it.
• Know from each other (field and panel) what you are doing at each point
• Know and understand the effect of change of status to equipment
• Understand what the knock on effect is it parameters/conditions are changed.
• Supervisors are monitoring as well
Maintaining situational awareness is key!
Communicate, communicate, communicate
 ESP –MONITORING
PRO ACTIVE Situational Awareness
Shell DS-M

Pro Active monitoring should cover all important parameters

Process Control Civil

HSSE
IT
Outside Operators

Equipment
Integrity Electrical

Mechanical
Engineering Process
Console Operators Engineering

Laboratory Instrumentation
11/11
Exam Questions
 ESP –MONITORING
PROACTIVE SUMMARY
Situational Awareness

1. (Select all that apply) Proactive Monitoring is: Answer: A and

A. The “all-the-time” surveillance work C
B. Key to solving Abnormal Situations
C. Key to maintain Situational Awareness

2. (Select all that apply) Regular Proactive Monitoring rounds Answer: F

are meant to prevent
A. Unsafe operations D. Reliability issues
B. Any environmental impact E. Uneconomic
operations
C. A and B F. All the above
3. (Select all that do not apply). Proactive Monitoring Answer: D and G
A. Must be done regularly and as scheduled They cover operations
B. Is best done using structured rounds and other themes, and
C. Is best designed taking advantage of experience not only the key ones
D. Deals with operational aspects only
E. Trigger mitigation when an incipient deviation is
diagnosed
F. Tasks need to be reported when not executed
G. Has a frozen scope
 ESP –MONITORING
PROACTIVE SUMMARY
Situational Awareness

4. (True or False ?) Proactive Monitoring is defined by the list of Answer: True

Variables and conditions that need tracking, by who, when
and how.

5. (True of False ?) Panel operator Proactive Monitoring Answer: True

includes a periodic review of the process Variables and
conditions, active Alarms and Alerts and of the overall
performance against the plan.
6. (Select the best answer) Which equipment is covered by Answer: D
outside operator Proactive Monitoring ?
A. HSE equipment C. A and B
B. Non spared equipment D. All equipment
7. (True or False ?) “See Smell Sound Touch” testing is best Answer: False
used by outside operators in a specific field round .

8. (True or False ?) Panel operator Proactive Monitoring covers Answer: False

those Variables and conditions belonging to the asset under Think of the
his/her direct custody only interfaces
 ESP –MONITORING
PROACTIVE SUMMARY
Situational Awareness

9. (True or False ?) At the minimum, Proactive Monitoring by the Answer: False

Shift Supervisor covers the quality of M&CC execution and The plan delivery too
the appropriate reporting of events, issues and learning.

10. (Select all that apply) The Field operator Proactive Monitoring Answer: A, B,
round may include C, D and E
A. Check tasks D. Correcting deviations
B. Do tasks E. Reporting deviations
C. Measurement tasks
D. Correcting field exceedences

11. (Select all that apply) Trending is essential to Answer: A and

A. Predicting and preventing a Limit exceedance C
B. Correcting a Limit exceedance
C. Tracking the effect of a corrective action
Questions?
Engineering & Technical Services Division