Training Course

Equipment Inclusion

By Chad Patschke, CPSA, Principal at Ethos Process Safety Solutions.

Course Description

In this course, you will learn how to effectively identify the equipment that should be included in a facility's process safety management (PSM) program, specifically the facility’s mechanical integrity (MI) program. The instructor will provide guidance on the different criteria that should be considered when determining which equipment to include in a program. You will also learn about the various “layers of protection” in preventing a loss of primary containment (LOPC) and how to work through them to identify equipment that should be included. Furthermore, you will delve into the different types of equipment and learn how to break down those pieces of equipment into smaller components. By analyzing the components of each equipment type, you will be able to determine which ones can be excluded from the program.

To further enhance your learning, the course includes a final exam and a workshop at the end where you will apply the concepts covered in the course. You will be provided with a process and its details and asked to determine which types of equipment from that process should be included in a safe and compliant program.

This course includes:

  • 1.00 CPD/PDH (certificate provided upon completion)
  • Nearly 1 hour of on-demand video, including a workshop, comprehension checks, and an exam
  • Access for 90 days upon beginning the course
  • Slides are not available for this course

What You’ll Learn

After completing this course, you should be able to:

  • Identify the various criteria to be considered when selecting equipment to be included in the MI program, such as legal requirements, industry best practices, and the risks associated with business interruption and health, safety, and environmental (HSE) impacts.
  • Understand the “layers of protection” that are in place for preventing a LOPC and the importance of considering both active and passive safety systems.
  • Recognize the different types of equipment that should be considered for inclusion in a MI program, such as equipment that comes into contact with highly hazardous chemicals, rotating equipment, instrumentation and controls (I&C), and electrical equipment.
  • Understand how to analyze the various components of equipment and what considerations to take into account when determining which equipment should be included or excluded in a facility's MI program.

Who This Course Is For

  • Maintenance Managers/Supervisors
  • Inspection Managers/Supervisors
  • Reliability Managers/Engineers
  • Process safety personnel
  • Anyone and everyone currently involved in mechanical/asset integrity
  • Anyone interested in advancing into a mechanical integrity career
  • Anyone responsible for auditing process safety/MI programs

Course Outline

  1. Course Overview
  2. Equipment Selection Criteria
  3. Layers of Protection
  4. Types of Equipment to Consider
  5. Equipment Components and Documentation
  6. Workshop Example
  7. Workshop: Methyl Ethyl Death
  8. Workshop Review
  9. Conclusion


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