Writing Effective Maintenance Procedures

Start Date End Date Venue Fees (US $)
09 Nov 2025 Live-Online $ 2,500 Register

Writing Effective Maintenance Procedures

Introduction

As equipment and processes have become more complex so too has the work of maintainers and operators become more complicated thereby increasing the need for written procedures. Sound management practices encourage written procedures and most regulations now demand them for many processes. The International Organisation for Standardization includes the control and use of procedures as a key element of a company's safety and quality management system. The purpose of this course is to make your procedure-writing efforts as efficient as possible and to create, update, and maintain accurate and effective procedures.

This training course will highlight:

  • The documented procedure needs analysis, policies, and standards
  • Subject matter research including OEMs, internal and external authorities and end-users
  • Pitching the narrative and vocabulary at the correct level, sentence structure, and 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

Objectives

    At the end of this training course, you will learn 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 

Training Methodology

This is an interactive course. There will be open question and answer sessions, regular group exercises and activities, videos, case studies, and presentations on best practice. Participants will have the opportunity to share with the facilitator and other participants on what works well and not so well for them, as well as work on issues from their own organizations. The online course is conducted online using MS-Teams/ClickMeeting.

Who Should Attend?

This training 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

Course Outline

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 determine 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, automatic text
  • 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

Accreditation

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