01
Define tasks and responsibilities
For each item, identify the task, supply boundary, responsible person and links to other disciplines. Complete surveys, parts procurement and possible prefabrication beforehand. The schedule must include site preparation, handling, inspections and handover time. Crew size alone does not establish whether different activities can safely proceed in parallel.
02
Agree operating and safety conditions
Decide who hands over the equipment, verifies working conditions and authorises interventions. Consider energy, media, temperature, neighbouring production and simultaneous contractors. Actual isolation, cleaning and vessel entry belong in approved site procedures and specialist assessment. This guide helps prepare a project brief; it is not a work instruction for isolating plant.
03
Plan the return to operation
Records of changes, disturbed connections and unfinished tasks must remain clear through shift changes. Define inspection points, acceptance responsibility and how deviations are closed. Restart has its own conditions and authorisations. Effective handover includes updated documents and results of agreed checks, rather than simply a statement that installation has finished.
Expected engineering outputs
- Agreed work scope and coordinated schedule.
- Responsibility, material and inspection-point overview.
- Completion, deviation and operational handover records.
Technical sources and further reading
- HSE – Maintenance of work equipment ↗
- HSE – Permit to work systems ↗
- HSE – The safe isolation of plant and equipment ↗
- HSE – Lifting procedures ↗
Reviewed on 18 October 2026. Product limits and applicable requirements are confirmed for each specification.
