• Documented procedure needs analysis, policies and standards
• Subject matter research including OEMs, internal and external authorities, end users
• Pitching the narrative and vocabulary at the correct level, sentence structure, quantified values
• Tools and technology to create procedures that are easy to maintain and control
• Control the distribution and revision of procedures
• Linking procedures to work orders and job instructions

By the end of this course delegates will be able to:

• Understand the purpose of documented procedures and documented information
• Understand safety, environmental and quality requirements
• Design a procedure management system
• Write maintenance and operating procedures
• Control the distribution and documentation and procedures

This course is suitable for all professionals that will at one time or other need to develop or participate in the development of maintenance and operations procedures and documentation including:

• Maintenance and Operations Team Leaders
• Engineers
• Process Controllers
• Maintenance Supervisors
• Maintenance Planners
• Reliability Engineers

This course uses a variety of proven adult learning techniques to ensure maximum knowledge and skill transfer.

The course is presented by a procedure documentation expert that has many years of practical experience in the field of maintenance. The content is delivered by means of lectures, discussion and lot hands-on practice using customer selected case study and a library of templates that enable the delegates to practice the techniques and processes that they are learning.

Organizational Impact:

This course provides an organization with the capability to produce fit-for-purpose procedures to a consistent style, format and language that communicate with clarity and can also be maintained with ease. Reusability, maintainability and portability aspects are emphasized to ensure that the organization achieves maximum return on its investment.

DAY 1

Introduction

• Why written procedures are necessary
• The types of maintenance procedures and documentation
• Current trends in procedures and documentation
• Regulatory and safety considerations

DAY 2

Maintenance and Operating Procedure Management System Design

• Determine the system and CMMS requirements
• Procedure users needs analysis
• Criteria that determines the need
• The sections and layout of each type of procedure
• Procedure RASCI

DAY 3

Procedure Writing Efficiency

• Information sources for procedure writing
• Software tools for writing efficiently
• Fonts, paragraph formatting that enhances readability
• The use of templates, boilerplate, autotext
• Practical: Use tools and techniques to enhance efficiency

DAY 4

Procedure Writing

• Language, grammar and vocabulary
• Use OEM information sources
• Use subject matter experts
• Practical: Write a draft procedure

DAY 5

Procedure Control

• Review and approval
• Procedure repository for softcopies
• Distribution matrix for hard copies
• Update and revision process
• Techniques to improve usage by end-users
• Conclusion

CDGA attendance certificate will be issued to all attendees completing minimum of 80% of the total course duration.