Element 09×Operations and Maintenance
Operations & Maintenance in Monitoring
Monitoring, Reporting and Learning
What Operations & Maintenance owns here
This element captures how operational performance becomes visible — production KPIs, integrity KPIs, deferrals, near-miss and weak-signal reporting.
Example documents, by tier
Process, procedure, work instruction 5
- Production Reporting Work InstructionIn 1 of 3 operator registersCompany-wideAlso in EI PSM · 09 Process and operational status monitoring, and handoverNot process safetyNot safety case critical
- Hazardous Leak ReportingIn 1 of 3 operator registersCompany-wideAlso in EI PSM · 19 Incident reporting and investigationAlso in Process Safety · Operating integrityNot safety case critical
- Flaring and Venting MonitoringTypical exampleCompany-wideAlso in EI PSM · 09 Process and operational status monitoring, and handoverNot process safetyNot safety case critical
- Production Allocation Data Verification and ReportingIn 1 of 3 operator registersCompany-wideAlso in EI PSM · 09 Process and operational status monitoring, and handoverNot process safetyNot safety case critical
- Pressure System Reporting ProcessIn 1 of 3 operator registersCompany-wideAlso in EI PSM · 09 Process and operational status monitoring, and handoverAlso in Process Safety · Asset integrityNot safety case critical
Supporting documents 2
- Operational Readiness Review Report TemplateIn 1 of 3 operator registersCompany-wideAlso in EI PSM · 13 Operational readiness and process start-upAlso in Process Safety · Operating integrityNot safety case critical
- Area Log SheetsIn 1 of 3 operator registersAsset · addsAlso in EI PSM · 09 Process and operational status monitoring, and handoverAlso in Process Safety · Operating integrityNot safety case critical
Guidance · outside the system 1
Informative, not a “shall”. These belong in the knowledge base, not the management system. How this works →
- Production Allocation and Reporting GuidelineIn 1 of 3 operator registersCompany-wideAlso in EI PSM · 09 Process and operational status monitoring, and handoverNot process safetyNot safety case critical
Why these belong here
"Operations performance is almost always over-measured on production and under-measured on integrity. The honest test is whether integrity KPIs ever drive a decision that costs production."
What does not live here
- →The targets the KPIs measure against — (Commitment and Accountability)E01 Commitment
- →The independent verification — (Assurance, Review and Improvement)E10 Assurance
- →The risk treatment of a finding — (Risk Assessment and Control)E05 Risk