Documentation, records and knowledge management

Accurate records and information are essential to identify, assess and manage HS&E and process safety risk.

• 7.1There are procedures to define, develop and maintain the required documentation and records necessary to support robust operation and maintenance of facilities.
• 7.2Documentation and records are readily available to those who need to use them.
• 7.3Documentation and records, including those kept electronically, are appropriately safeguarded.
• 7.4There are procedures to ensure that documentation and records are regularly reviewed and kept up to date as living systems.
• 7.5A retention policy is defined for all documentation and records.
• 7.6The required documentation and records include those generated to meet the requirements of all other EI PSM framework expectations, such as: process design considerations and basis for safe operation; drawings; asset register; equipment records (inspection, testing, maintenance and modification); equipment specification data; workplace inspection records; work logs; training and competency records; incident investigation reports; occupational health records; operating procedures; environmental authorisations; planning consents; relevant legislation; risk assessments; standards and practices; hazards of materials involved in operations; and material safety sheets.
• 7.7Arrangements for documentation, records and knowledge management are understood and followed; understanding of arrangements, and compliance with them, are regularly tested.
• 7.8Compliance and performance trends are reviewed by specified levels of management.