Implementation begins with updating or replacing the control room management plans, procedures and policies (CRMP) to bring them into alignment with PHMSA requirements.
The resulting CRMP will ensure all gaps are identified and incorporated into the final CRMP and assure full compliance to the PHMSA CRM Audit Protocol and the standards incorporated by reference, including:
- API RP 1165, Recommended Practice for Pipeline SCADA Displays
- API RP 1167, Pipeline SCADA Alarm Management
- API RP 1168, Pipeline Control Room Management
The CRMP consists of several documents, plans, procedures and policies:
- Control Room Management Plan
- Roles and Responsibilities Document
- Fatigue Risk Management Plan
- Control Room Operating Plan
- Training Plan
CRM Compliance Logging and Document Storage
Today’s pipeline operators are required to comply with Pipeline Hazardous Materials Safety Administration (PHMSA) 49 CFR parts 192 and 195. Failure to maintain proper records that are readily available for an audit could result in fines up to $200,000.
Responding to the need for proper record keeping EnerSys developed CRMgrTM, an intuitive logging and reporting tool that eliminates pen and paper and allows operators to be in compliance with the reporting requirements of 49 CFR. CRMgrTM simplifies the audit process by insuring that operators have access to reports and documentation.
Implementation of the CRMgrTM e-Logging and Shift Handover Tool takes place after the CRMP is finalized. From that point on it is used to log operational, maintenance, and abnormal incidents and produce a PHMSA compliant report for shift handover.
SCADA Alarm Management Software
Implementation continues with the alarm management plan and the rationalization of safety alarms. The objective of the alarm management process is to ensure permission to operate by avoiding controller alarm flood, or overload, and providing the controller the opportunity to clearly see the alarm, understand the reason for the alarm and potential ramifications, decide what action to take, and only then to act on the alarm. POEMS incorporates a dedicated alarm screen in the IOC and individual alarm response sheets to further improve the controller’s ability to provide a timely response to safety alarms.
The alarm management process cannot begin without establishing an alarm philosophy document. EnerSys conducts a 2-day workshop to establish the company’s alarm management philosophy and get all employees “on the same page” regarding the alarm philosophy. The workshop is based on works of alarm management expert Dr. Doug Rothenberg, author of Alarm Management for Process Control. The output of the workshop is an alarm philosophy document exceeding 100 pages. The alarm philosophy focuses on compliance and best practices according to API 1167 and should always be readily available in the control room.
Learn more about ALMgr here.
Intelligent Operator Console
When the alarm management process is complete, a high-performance HMI workshop is conducted. The interactive workshop is designed to explain in more detail the “why” and human factors science behind the high-performance HMI required by 49 CFR and API RP 1165.
The outcome of the workshop is the HMI style guide that will provide details for colors, lines, text, objects, navigation and system features for the Intelligent Operator Console™ (IOC).
The EnerSys IOC is the “heads-up display” in the POEMS suite. The IOC screens are combined with an innovative set of run-time tools specifically designed to enable pipeline controllers to enhance awareness and supervisory control of their pipeline operations and interface with key business network systems.
Learn more about Intelligent Operator Control here.