Prepare for maintenance in downstream operations

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


This standard is about your competence in preparing plant for others to maintain.

This standard deals with the following:

1 Prepare equipment
2 Prepare the work area
3 Accept back 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 9 of Refinery Field Operations NOS – version April 2005

Performance criteria

You must be able to:

P1 communicate effectively with appropriate personnel
P2 isolate the correct items from both process and energy source
P3 correctly dispose of equipment contents in accordance with procedures and consideration to the environment
P4 follow the Permit to Work procedures
P5 supply the maintenance personnel with all relevant information
P6 complete all relevant documentation
P7 securely shield any equipment that could be adversely affected by maintenance activities
P8 cordon off work areas as appropriate
P9 prepare the work area as specified in the Permit to Work procedures
P10 correctly and promptly cancel the permits when conditions are adversely changed
P11 confirm that work area preparations are complete
P12 ensure that the Permit to Work conditions are fully met
P13 confirm that the work on plant and equipment is complete
P14 identify any outstanding problems and reported these to the appropriate personnel
P15 check the integrity of equipment before accepting back
P16 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 equipment relevant to your work area
K5 how to carry out checks and tests
K6 how to work with and within the Permit to Work system
K7 how to communicate effectively
K8 the information required by maintenance personnel for the equipment to be worked on
K9 the isolation techniques for all relevant items of equipment
K10 how to identify and deal with abnormal occurrences during isolation, draining, purging, flushing and venting with consideration to the environment and not wasting product
K11 the importance of: complying with statutory regulations; site procedures being implemented; following Permit to Work procedures
K12 the effect of operating conditions on equipment preparation
K13 the operating principles of relevant equipment
K14 the operating conditions and parameters
K15 how to identify hazards within the work area
K16 how and when to cordon off a work area
K17 how hazardous conditions can arise in a previously prepared area
K18 the implications of commencing work in an area that is not prepared
K19 why controlled entry to work area is required
K20 why people need to be informed of work about to commence
K21 the operating conditions of relevant equipment which may impact on the work area
K22 why work area must be handed back in accordance with the permit conditions
K23 why permits associated with the activity have to be completed
K24 the implications of accepting back incomplete equipment
K25 how the operation of incomplete equipment affects the work activity


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



prepare, maintenance, work area, accept back, plant