Shutting down process operations in downstream operations

Business Sectors (Suites): Downstream Operations
Developed by: Cogent
Approved on: 29 Mar 2019


This standard is about your competence in shutting down the process operations.

This standard deals with the following:

1 Establish shutdown conditions in process systems and equipment
2 Shut down the process to the specified state

During this work you must take account of the relevant operational requirements and safe working practices AS THEY APPLY TO YOU.

This Standard is suitable for those working in the downstream fuel environment.

Previous Version:

Adapted from Unit 18 of Refinery Field Operations NOS – version April 2005

Performance criteria

You must be able to:

P1 obtain confirmation for shutdown to proceed
P2 correctly identify equipment and check status with field operator
P3 ensure that all relevant resources are available to support shutdown
P4 inform all relevant people of possible impact on them due to shutdown
P5 complete the shut down in accordance with specified procedures and timescales
P6 identify and correct abnormalities
P7 complete all relevant documentation
P8 inform appropriate personnel when shutdown is completed to specified state
P9 work safely in accordance with operational requirements

Knowledge and Understanding

You need to know and understand:

K1 how to select, use and care for PPE
K2 the implications of statutory and organisational requirements
K3 how to interpret operational requirements
K4 the operating principles of relevant equipment
K5 the principles of the process
K6 the operating principles of trip systems, logic sequences, control systems
K7 plant layout and plant operating manuals
K8 equipment shutdown procedures
K9 how to work within the Permit to Work system
K10 the potential problems and appropriate action to be taken in preparing for shutdown including cooling down, warming up and correct time period 
K11 the consequences of shutting down the equipment in the wrong sequence
K12 the effect on the remainder of the plant where the item of equipment is taken out of service
K13 the effect on plant in adjacent areas
K14 the situations when shutdown should not proceed
K15 the potential problems and appropriate action to be taken if item of equipment is not shut down correctly
K16 the consequences if item of equipment is not isolated correctly
K17 the importance of time taken to shut down and isolate item of equipment to specified state
K18 the relevant documentation


Scope Performance

Scope Knowledge





Links To Other NOS

External Links

Version Number


Indicative Review Date

29 Mar 2024





Originating Organisation


Original URN


Relevant Occupations

Engineering, Engineering and Manufacturing Technologies, Plant and Machine Operatives, Process, Plant and Machine Operatives

SOC Code



establish, shut down, process operations, process systems, safety