Operating and Maintenance Procedures




Operating Procedures

Operating procedures are often not detailed or clear enough to be used effectively in the field. Poorly written or vague procedures can actually lead to bad habits whereby operators simply don't use them.   Axis recognizes this pitfall and has taken a fresh approach to operating procedure development. Contrary to the norm, Axis-developed operating procedures can be very detailed and are reinforced with 3D visual aids to help the user to perform the activity with accuracy and clarity.

Because we believe that both personal and process safety start with competent operators having access to the right information, Axis-developed operating and maintenance procedures are site-specific and unique in nature. All Axis-developed documentation is geared toward competency assurance and full regulatory (including SEMS/PSM) compliance. One major tenet for SEMS/PSM compliance is a robust mechanism for Management of Change (MOC).  Axis documents truly excel in this category as they are written in an XML database (Symbiosis) - not just a Word document.  The database-driven nature of our documents means more control, less editing and more efficient gathering of technical content. 

For clients with a tablet output or perhaps a "Smart" procedure repository, Axis procedures can easily be digitally mapped to any of these formats.  Utilize Axis' expertise to build your documents and deliver them to you in your format!

 EXAMPLE: Axis-Generated Operating Procedure



Interactive Procedure Aides

For certain applications, a simple PDF document containing a 3d model the user can manipulate has proven to be a useful tool. Given the visual nature in which we develop documents, producing these procedure aides is a simple and straightforward process.




Maintenance Procedures

Given the spectrum of tasks involved in a comprehensive Maintenance Strategy, Axis is experienced and capable of developing many aspects typically associated with Maintenance Procedures.  The following are the most common elements typically included as part of Axis-developed Maintenance Procedures.


General Equipment Maintenance Procedures: 

Axis-developed, General Equipment Maintenance Procedures will include common activities such as calibrating instruments, changing filters, changing belts, etc. These procedures will be common to many pieces of equipment (i.e. transmitter calibration) and will be grouped together accordingly.


Equipment Specific Maintenance Procedures:  

Equipment Specific Maintenance Procedures are specific to a process or piece of equipment.  Equipment Specific Maintenance Procedures typically include compressor packages, pump/motor packages, etc.  These particular procedures will be grouped by system to make them easy to access.

Axis-developed maintenance procedures will not include vendor specific procedures such as engine overhauls, pump overhauls, etc.  These activities require vendor specific training and the procedures must be performed exactly as the vendor specifies to prevent voiding warranties, etc.


Animated Maintenance Procedures

For situations where a critical, complex procedure might be required, we have found that one of the best tools for collaboration prior to commencing the procedure is visualization.  This helps to ensure that all parties are clear as to what the process will look like and what actions may be required.  Our team of 3D modelers and animators, combined with our highly experienced team of Oil and Gas Subject Matter Experts, can turn your procedures into 3D training aids.




Equipment Isolation Procedures

Axis-developed Equipment Isolation Procedures are broken down at the major equipment level and contain the steps necessary to safely and efficiently isolate systems and equipment in preparation for maintenance activities.  This procedure will contain the steps to shut the equipment down, depressurize, drain/vent, and perform energy isolation steps to ensure the equipment is ready to be removed or serviced.

Axis-developed Equipment Isolation Procedures are designed to complement both CMMS and vendor data, as well as company policies (Permit to Work, Lockout Tagout, etc.)  This helps to ensure the safety of both individuals and equipment.




Field Procedure Tablet

As a result of Axis’ ongoing efforts to enhance the Process Safety aspects of all deliverables, we have developed an electronic tablet output to support this function.  The Axis-tablet function supports all Axis-developed deliverables – including commissioning procedures, O&M procedures, MC Checksheets, JSA forms, etc. Given the granular, “intelligent” nature of Axis-developed documents, Axis developers simply map this data into a tablet-friendly format. 


The following is a summary of features available in tablet form:
  • User log-in; activity tracking
  • Procedures are selectable through simple slide bar menus
  • Project specific Notes, Cautions and Warnings must be acknowledged before the step is visible (if so desired by client)
  • Intuitive, swipe function to acknowledge procedure step
  • Steps can be visible one step at a time
  • Steps can be reviewed with no action, acknowledge step completed, or document that the step was skipped. All of this activity is logged and is available in a summary view to see what has and has not been done
  • Graphics (if applicable) are shown for each step and can be magnified, panned at any time while doing a step
  • P&ID numbers are displayed for each step
  • Location Descriptions are shown for each step
  • A summary of all steps can be opened at any time so operator can see overall progress, hyperlink to a specific step, etc
  • Simultaneous multi-user functionality is supported, with user-to-user progress communication via pop-up progress notifications
  • Control room/planning console function allows central, real time monitoring of multi-operator progress
  • Full record retention with automatic report-generation specific to exact procedure performed with operator credentials and timestamps
  • Free text fields allow/support operator field notes while performing a function. These notes are then instantly available to all operators logged into that particular procedure, as well as the central planner