Work Method: Key Engineering Document Change Control Procedure

Work Method Number: WM-EA-BRES-PR-001

Halliburton Management System

Author/Revised by:

Approved by:

Issued:

Europe & Africa

Baldip Kalsi

Stuart Wilson

25/04/01

Shared Services

Page 1 of 2

Description of Change: First Approved Issue

1.0

Purpose
This procedure outlines the process for reviewing Process P&IDs, Plot Plans, Cause & Effect
Diagrams, Loss Control P&IDs and HVAC D&ID masters on a regular basis with engineering
disciplines and the Email based system to monitor/approve design changes. It is essential
that the P&ID masters are reviewed on a weekly basis and other documents as and when
required.
A controlled review of these documents will ensure that all responsible discipline engineers
involved with the design development identify efficiently all necessary actions, to ensure that
the piping fabrication schedule is maintained. All disciplines will be expected to
challenge proposed changes with a view to keeping them to an absolute minimum.
This procedure may be used at any time during the life of the project to control changes i.e.
pre AFD, Post AFD, Post AFC. The timing of the instigation of this procedure should be
determined by projects. The weekly document review meetings should take place regardless
of when the email part of this procedure is instigated on the project.
Note: In addition to this work method, Project Change Notices are required for
changes which may have cost or schedule impact. Refer to criteria for change within
the Project Change Control Process Map, PM-GL-BRES-PM-081.

2.0

3.0

Email Change Notification Procedure

Discipline engineers who identify the need for a P&ID, D&ID, Plot Plan, or Cause & Effect
Diagram change will email their proposal to the relevant affected discipline system
engineer i.e. the owner of the document. The system engineer will discuss it with the
originator and will then mark-up the Master Document and initial and date the change.

The email must have sufficient description of the change to enable easy identification.
For graphical changes only i.e. pipework configuration changes, mark-ups can be made
on an A3 copy of the document and passed to the system engineer along with the email.

The email must be numbered with a unique change control number by the system
engineer. The project will need to set up a central register of change control numbers.

Following verbal agreement on the details of the change with the system engineer, the
Email will be amended, adding change details and description (see 4.0 for attached
format). The Email will be then forwarded via the Lead Engineer to the Engineering
Manager (or his nominated deputy) for approval. When approved the Email will then be
sent from the Engineering Manager to all interested parties via a pre agreed distribution
list.

Master Document Reconciliation Procedure

A P&ID, D&ID, Plot Plan, or Cause & Effect Diagram review session will be held to
confirm that the master document and the originators discipline masters are reconciled,
to ensure the details of proposed changes are correct, and also visible to all discipline
engineers.

WM-EA-BRES-PR-001.DOC

PAPER COPIES OF THIS DOCUMENT ARE UNCONTROLLED. REFER TO THE HMS WEB SITE FOR THE CURRENT REVISION.

Work Method: Key Engineering Document Change Control Procedure

Work Method Number: WM-EA-BRES-PR-001

Halliburton Management System

Author/Revised by:

Approved by:

Issued:

Europe & Africa

Baldip Kalsi

Stuart Wilson

25/04/01

Shared Services

Page 2 of 2

Description of Change: First Approved Issue

4.0

The review will take the form of a regular meeting at a set time located in a
conference/meeting room. The attendees will be the relevant design engineers from the
Engineering disciplines as required. P&IDs must be reviewed on a weekly basis.

Once a change has been approved via the Email procedure, the mark-up on the affected
document master i.e. P&ID, D&ID, Plot Plan, or Cause & Effect Diagram will be clouded
and identified by the approved change control number.

On approval of the Email change notice, the relevant affected data within the project
databases must be updated by the owner of the affected data.

Email Notice Header

DOCUMENT CHANGE NOTICE

Document Type

Change Number

Document Revision

Module
Name

Doc. #

Date

Discipline Approval

Grid Reference

Project Approval

Requested By
Discipline

Change Category.

Contract Variation

Yes / No

1. Piping feedback

5. Hazop action

2. Instrument feedback

6. Approved Change Order

9. Process Design Change

3. Vendor information

7. Completions/HUC request

4. Hold release

8. Draw ing Clarification/Correction

CHANGE:

WM-EA-BRES-PR-001.DOC

PAPER COPIES OF THIS DOCUMENT ARE UNCONTROLLED. REFER TO THE HMS WEB SITE FOR THE CURRENT REVISION.

Work Method: Key Engineering Document Change Control Procedure

Work Method Number: WM-EA-BRES-PR-001

Halliburton Management System

Author/Revised by:

Approved by:

Issued:

Europe & Africa

Baldip Kalsi

Stuart Wilson

25/04/01

Shared Services

Page 3 of 2

Description of Change: First Approved Issue

REASON FOR CHANGE:

WM-EA-BRES-PR-001.DOC

PAPER COPIES OF THIS DOCUMENT ARE UNCONTROLLED. REFER TO THE HMS WEB SITE FOR THE CURRENT REVISION.