Checklist Examples

Checklists are a valuable tool for documenting the inspection, test, and maintenance of fire protection equipment and systems. The CD-ROM accompanying this book contains checklists developed by one company. Many small and medium size companies may not have the resources to develop these checklists. 

Before using the checklists on the CD, your company should review the checklist and make sure that they are appropriate for your facility and fire protection equipment and systems. 

The objective of this chapter is to provide guidance on emergency response considerations, organization, plans, and training for response to fire. 

A decision analysis technique for assisting companies in deciding options for emergency response is contained in Guidelines for Technical Planning for On-Site Emergencies 

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Audit team notes (possibly on checklist) Examples of documents reviewed (as appropriate) Others as appropriate... 

Notice that the short-form and long-form PSSR checklist examples both address the following topics, but with varying levels of required effort depending upon the risk-based assessment. 

The Checklist method is a structured approach whereby the reviewer responds to a predetermined list of questions. This method is less flexible than the What-if metiiod and its effectiveness relies on the strengths and weaknesses of a predetermined checklist. Examples of checklists can be foimd in chemical process safety literature. 

Inclusion policy self-evaluation checklist (Example 3)... 

The hazards checklist usually has three columns next to each item on the Hst. Items can number in the hundreds or even the thousands. The first check is marked if the issue has been considered and complete. The second check is marked if additional consideration or work is required, and the last check is marked if the item does not apply. An example of a detailed checklist can be found in the Hterature (2). 

An example of a checklist is provided in Table 4 as a typical item-by-item check for use after a final site has been selected. This example is based on an evaluation for hazards (3). 

The contract can specify the amount of time the client needs to remove its materials from the toller s facility and lays out notification procedures for dissolving the contract. Chapter 6, Closure and Audit, Example 6-1 is a sample contract termination checklist. It is an illustration of one company s inventoiy list for closing out a tolling project. It addresses material, financial, legal and environmental considerations. 

Once the PSSR team is satisfied with their review, a form such as Example 4-1, Pre-startup Safety Review Completion Form can be used to capture their approval for startup. For simple changes, this one-page form may be all that is required. In the case of extensive modifications, a detailed checklist of items examined by the team may accompany this form. It could include unsatisfactory findings as well as respective recommendations. If recommendations were made, these must be prioritized. Some may need to be resolved before startup others may be appropriately addressed after processing has begun. Some items reviewed by one company for extensive modifications and logged in addition to the one-page form are ... 

The toll manager for the client company may prepare a customized checklist as a guide for the closure. Example 6-1, Sample Closure Review Checklist, which begins on the next page, shows a typical list used for contract termination. This example can be used as a template to help companies prepare their own checklist by adding or deleting items as necessary. 

When using the checklist, the reviewer should decide m advance which questions would not be applicable to the toller s operations. For example, the environmental and healthand safety issues associated with a toller that will be used solely to conduct packaging will greatly differ from a of a toller that will be used to perform an organic synthesis step. 

The cost of performing the hazard identification step depends on the size of the problem and the specific techniques used. Techniques such as brainstorming, what-if analyses, or checklists tend to be less expensive than other more structured methods. Hazard and operability (HAZOP) analyses and failure modes and effects analyses (FMEAs) involve many people and tend to be more expensive. But, you can have greater confidence in the exhaustiveness of HAZOP and FMEA techniques—their rigorous approach helps ensure completeness. However, no technique can guarantee that all hazards or potential accidents have been identified. Figure 8 is an example of the hazards identified in a HAZOP study. Hazard identification can require from 10% to 25% of the total effort in a QRA study. 

More shortcut design methods and rules of thumb have been developed for fractionation than probably any other unit operation. For example the paper reprinted in Appendix 5 on development of shortcut equipment design methods contains 18 references for fractionation shortcut methods out of 37 total. Both the process and mechanical aspects of fractionation design have useful rules of thumb. Many of the mechanical design rules of thumb become included in checklists of do s and don ts. 

It is not a bad idea for the process engineer to familiarize himself with compressor surge controls. The interaction of the compressor surge controls with downstream process control valves can become a problem area later, and this study phase is not too early to put such items on a checklist. An LNG plant example comes to mind where such an operating problem existed. 

Saponara, Anthony, and Randy A. Roig, Ph.D. ISO 14001 Environmental Management Systems A Complete Implementation Guide. Vancouver ERM-West, Inc. and STP Specialty Technical Publishers Inc., 1998. - A very extensive, two-volume ISO 14001 implementation manual containing dozens of checklists, prototype charts, templates, document examples, and other tools. Uses Green Acres Hotel and Resort as a case illustration for presenting implementation principles, techniques, and tools. 

Combining the What-If and Checklist analysis methods uses their positive features while compensating for their separate shortcomings, For example, a checklist is hascti on generic process experience and may i.i c incomplete insights into the design,... 

Abbreviated examples of What-lf/Checklist analyses of the Dock 8 HF Supply System and the Cooling Tower Chlorination System are shown in Tables 3.3.3-2 and 3.3.3-3. The tables show the additional scenarios identified by applying the Checklist to What-lf. 

The most common hazards control technique is a checklist. The checklist is prepared by experienced personnel who are familiar with the design, construction and operation of similar facilities. Checklists are relatively easy to use and provide a guide to the evaluator of items to be considered in evaluating hazards. API RP 14J has examples of two checklists which can be used to evaluate facilities of different complexity. Because production facilities are very similar and have been the subject of many hazard analyses, a checklist analysis to assure compliance with standard practice is recommended for most production facilities. The actual procedure by which the checklist is considered and the manner in which the evaluation is documented to assure compliance varies from case-to-case. 

There are many checklists that can be used to identify error-inducing conditions and ensure conformance with particular ergonomic standards, and the following examples illustrate the range of areas covered. 

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