Shutting down equipment in downstream operations

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


​This standard addresses your competence in shutting down equipment.

This standard deals with the following:

1 Prepare to shut down
2 Shut down equipment

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 7 of Refinery Field Operations NOS – version April 2005

Performance criteria

You must be able to:

P1 obtain appropriate confirmation for shutdown to proceed
P2 correctly identify equipment and check status
P3 correctly follow procedures for checks and tests
P4 inform all relevant people of possible impact on them due to shutdown
P5 inform appropriate personnel that shutdown is imminent
P6 correctly shut down equipment in accordance with specified procedures
P7 identify, correct and promptly report abnormalities
P8 complete all relevant documentation
P9 inform appropriate personnel when shutdown is completed to specified state
P10 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 importance of shutting down the equipment in the correct sequence
K5 the consequence of shutting down the equipment too quickly or too slowly or in the wrong sequence
K6 the operating principles of relevant equipment
K7 trip systems and logic sequences
K8 plant layout and plant operating manuals
K9 equipment shutdown procedures
K10 how to work with and within the Permit to Work system
K11 how to access relevant documentation
K12 the function of the equipment to be started in the operation of the plant and process
K13 the properties of the material contained in the equipment
K14 the potential problems and appropriate action to be taken in preparing for shutdown
K15 the effect on the remainder of the plant where the item of equipment is taken out of service
K16 the effect on plant in adjacent areas
K17 the situations when shutdown should not proceed
K18 the potential problems and appropriate action to be taken if item of equipment is not shut down correctly
K19 the consequences if item of equipment is not isolated correctly
K20 the importance of time taken to shut down and isolate item of equipment to specified state
K21 the operating conditions and parameters


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 n.e.c, Process, Plant and Machine Operatives

SOC Code



shut down, equipment, prepare, downstream