Process Operations Support Guide For Foundation Level 1 and Level 2 2

SKILLS FOR OIL AND GAS
SUPPORT GUIDE FOR OPITO GLOBAL

TRAINING CERTIFICATES FOR
PROCESSING OPERATIONS
VERSION 2: JULY 2015
Version 2 July 2015 1

OPITO Global Support Guide for Training Certificates:
Processing Operations
VERSION CONTROL
Version 2 July 2015
AMENDMENT & DATE PAGE CHANGE CHECKED APPROVE
S S MADE BY D BY
BY
1 Title change for one
standard - An
Introduction to
Processing Equipment
for the Oil and Gas
Industry now An
Introduction to Oil and
Gas Processing
Operations
Any amendments to this Support Guide made by OPITO will be recorded above.

Contents
Section 1 - Introduction.....................................................................4
The Purpose of this Guide...............................................................4

OPITO Framework of Global Oil and Gas Technical Standards and
Qualifications................................................................................. 4
Section 2 Training Standards and Training Certificates......................6
Matrix of Training Standards...........................................................6

Training Certificates.......................................................................7
Section 3 Delivery Guidance............................................................9
Workshop and Equipment Requirements..........................................9

Notional Learning Hours...............................................................11
English Language Skills.................................................................12
Guidance on Learning, Teaching and Assessment Methods..............12
Practical Assessments..................................................................13
Section 4 Further Guidance...........................................................14
Section 5 Overview of OPITO Global Technical Standards for

Processing Operations..................................................................... 15
Foundation Level Technical Training Standards...............................15

Level 1 Technical Training Standards..............................................17
Level 2 Technical Training Standards..............................................19

Section 1 - Introduction
The Purpose of this Guide

This document provides guidance on the delivery of the following OPITO Global
Training Certificates:
OPITO Global Foundation Training Certificate: Introduction to Oil and Gas
Processing
OPITO Global Level 1 Training Certificate: Basic Oil and Gas Processing
OPITO Global Level 2 Training Certificate: Oil and Gas Processing
OPITO Framework of Global Oil and Gas Technical Standards

and Qualifications
The OPITO Framework of Global Oil and Gas Technical Standards and Qualifications was
designed in partnership with industry and covers 6 levels which reflect the range of
skills and increasing levels of complexity and risk associated with job roles in the
industry.
Oil and Gas Level OIM

5
Oil and Gas Level Process Superintendent/Supervisor
4
Oil and Gas Level Process Technician, Control Room

3 Operator
Oil and Gas Level Process Operator (routine

2 operations)
Oil and Gas Level Entry level employment/apprentice
1
Oil and Gas Trainee at basic skills level
Foundation
The OPITO Framework of Global Oil and Gas Technical Standards and Qualifications
comprises:
Training Standards which set benchmarks for the assessment of skills and knowledge
and this provides a foundation for building the skills required to work in the oil and gas
industry.
Occupational Standards which define the expected level of performance, knowledge,
understanding and behaviour an individual must achieve when carrying out job
roles/functions in the workplace.
Global Certificates and Qualifications which have been developed in conjunction
with our awarding body partner SQA and which will have global recognition.

A typical progression route through the OPITO Framework of Global Oil and Gas
Technical Standards and Qualifications is illustrated below.
Section 2 Training Standards and Training

Certificates

Matrix of Training Standards
Oil and Gas
Processing
Emergency Operations Laboratory
Response Practice: Testing
Operations Wellheads;(toOil
be developed)
(to be developed) Pumps;
Compressor; Oil and
Boiler; Gas
Oil and Gas Distillation; Oil and Gas
Safe Systems of Oil and Gas
Pigging;
Level 2
Isolation
Work for Oil and Processing Processing
Gas Processing Drawings Operations Deluge System;Operations
Operations Techniques Separation;
Fire and Gas
System;
Health and Basic Oil and Gas Basic Oil and Gas Basic Oil and Gas
Safety in Oil and Processing Processing ProcessingOil and
Gas Processing Drawings Operations Operations Gas
Operations Techniques Practice
Level 1
An Introduction
to Oil and Gas
Processing
Oil and
Gas
An Introduction An Introduction An Introduction Foundati
to Health and to Oil and Gas to the Oil and on
Safety in Oil and Processing Gas Industry
Gas Processing Drawings
Operations
Safety Processing Drawing Processing Operations
Processing Operations Specialist Operations
(Knowledge)
(Practical)
Training Certificates
The OPITO Global Training Certificates for Processing Operations are jointly
awarded by OPITO and SQA and successful Candidates who complete the relevant
Training Standards will be issued with a joint OPITO/SQA certificate.
OPITO Global Foundation Training Certificate: Introduction to Oil and Gas

Processing
The Foundation Training Certificate provides an introduction to the basic principles of oil
and gas processing operations. As well as providing an introduction to how the oil and
gas industry operates, Candidates will develop knowledge of safe working practices,
the plant/equipment that is used in processing operations and how to use processing
drawings.
The Training Certificate is designed for Candidates with either very little or no prior
experience of a processing workshop environment. It would be suitable for individuals
wishing to progress to a career as a Process Technician and also for individuals who
would like an overview of processing operations.

Individuals can chose to complete one or all of the following Technical Training
Standards. All 4 of the Standards must be completed to achieve the Foundation
Training Certificate:
An Introduction to Health and Safety in Oil and Gas Processing Operations
An Introduction to the Oil and Gas Industry
An Introduction to Oil and Gas Processing Drawings
An Introduction to Oil and Gas Processing
This Training Certificate is at Oil and Gas Foundation level. This is broadly comparable
to training at SCQF level 3, QCF at entry level and EQF at level 1. On successful
completion of the Training Certificate, Candidates can progress to the Level 1 Training
Certificate.
OPITO Global Level 1 Training Certificate: Basic Oil and Gas Processing
The Level 1 Training Certificate provides an introduction to the practical skills required
to carry out basic processing operations in an oil and gas processing training workshop.
Candidates will also develop their knowledge of safe working practices, processing
operations and the use of processing drawings.
The Training Certificate is designed for individuals wishing to progress to a career as a

Process Technician and also would also be relevant for individuals who would like to
develop a basics understanding of, and/or some basic skills in, processing operations
e.g. Maintenance Technicians.
It is recommended that Candidate complete the Foundation Training Certificate:

Introduction to Oil and Gas Processing or equivalent training before undertaking
this Training Certificate.
Standards. All 4 of the Standards must be completed to achieve the Level 1 Training
Certificate:
Health and Safety in Oil and Gas Processing Operations
Basic Oil and Gas Processing Drawings
Basic Oil and Gas Processing Operations Techniques
Basic Oil and Gas Processing Operations Practice
This Training Certificate is at Oil and Gas Level 1. This is broadly comparable to training
at SCQF level 4, S/NVQ level 1, QCF level 1 and EQF level 2. On successful completion
of the Training Certificate, Candidates can progress to the Level 2 Training Certificate.

OPITO Global Level 2 Training Certificate: Oil and Gas Processing
The Level 2 Training Certificate will develop Candidates knowledge and practical skills
in carrying out processing operations in an oil and gas processing training workshop.
Candidates will gain experience of operating a range of oil and gas processes and also
develop their knowledge of safe systems of work and the use of processing drawings.
The Training Certificate is designed to prepare individuals for a career as a Process

Technician. It would also be relevant for individuals who would like to develop skills in
one or more processing operation. This could include existing Process Technicians who
would like to expand their skills.
It is recommended that Candidates complete the Level 1 Training Certificate: Basic

Oil and Gas Processing or equivalent training before undertaking this Training
Certificate.
Standards.
The following Technical Training Standards must be completed to achieve the Level 2
Training Certificate:
Safe Systems of Work for Oil and Gas Processing Operations
Oil and Gas Processing Drawings
Oil and Gas Processing Operations Techniques
Plus a minimum of 4 of the following Training Standards:

Oil and Gas Processing Operations Practice (Wellheads)
Oil and Gas Processing Operations Practice (Oil Pumps)
Oil and Gas Processing Operations Practice (Compressor)
Oil and Gas Processing Operations Practice (Boiler)
Oil and Gas Processing Operations Practice (Distillation)
Oil and Gas Processing Operations Practice (Deluge System)
Oil and Gas Processing Operations Practice (Separation)
Oil and Gas Processing Operations Practice (Pigging)
Oil and Gas Processing Operations Practice (Fire and Gas System)
Oil and Gas Processing Operations Practice (Gas Dehydration)
Oil and Gas Processing Operations Practice (Produced Water)
Oil and Gas Processing Operations Practice (Water Injection)
Oil and Gas Processing Operations Practice (Gas Treatment)
Additional Optional Standard:

Oil and Gas Isolation Operations
This Training Certificate is at Oil and Gas Level 2. This is broadly comparable to training
at SCQF level 5, S/NVQ level 2, QCF level 2 and EQF level 3.
On successful completion of the Training Certificate, Candidates can progress to

developing their skills in the workplace.

Section 3 Delivery Guidance
Workshop and Equipment Requirements
Training should take place in a supervised workshop setting which gives Candidates
access to processing plant/equipment that is the same or similar to that used in
industry. The delivery centre must have sufficient plant/equipment to ensure that all
Candidates get a hands-on experience. Delivery centres are responsible for ensuring
that all plant and equipment is maintained and meet relevant safety standards.
Specific requirements to deliver the OPITO Global Foundation Training Certificate:

Introduction to Oil and Gas Processing are outlined below they cover completion
of the full Training Certificate and will not necessarily be required for each individual
Training Standard:
a training workshop - access to an oil and gas training plant and examples of
plant/equipment for demonstration purposes would be advantageous
at least one set of PPE for demonstration purposes ideally all Candidates should
have access to PPE
examples of typical fire-fighting and first aid equipment
access to local and industry P&IDs, schematics and process flow diagrams
suitable teaching and training material to cover all relevant topics
a bank of standard questions/answers.
Specific requirements to deliver the OPITO Global Level 1 Training Certificate:

Basic Oil and Gas Processing are outlined below they cover completion of the full
Training Certificate and will not necessarily be required for each individual Training
Standard:
access to functioning plant (real or simulated) and a control room
operating procedures for plant operations
readings sheets (pressure, temperature, level and flow) for monitoring plant
VHF radios would be advantageous
access to PPE
safety procedures for the training workshop and examples from industry
paperwork for toolbox talk
examples of paperwork for permit to work system, risk assessment and isolations
would be advantageous
local plant and industry examples of P&IDs, schematics, process flow diagrams and
relevant legends
a bank of standard questions/answers
observation checklists.

Specific requirements to deliver the OPITO Global Level 2 Training Certificate: Oil
and Gas Processing are outlined below they cover completion of the full Training
Certificate and will not necessarily be required for each individual Training Standard:
access to functional plant (real or simulated) which is relevant for each process to
be assessed
an integrated control room with some closed loop control
isolation of some equipment to at least double block and bleed level even if this is
not necessary for the simulated plant fluids and pressures
all necessary paperwork for isolation permit to work system, isolation certificate,
isolation list, safety systems isolation certificate, task risk assessment, isolation
selection risk assessment material, electrical isolation certificate, isolation tags and
relevant P&IDs
locking device, e.g. padlock and chains - examples of different types of locking
device would be advantageous
examples of different types of level and methods of isolation would be
advantageous
lock out boxes would be desirable
a standard isolation procedure or guide to follow
risk assessment system, permit to work system
suitable environment for safety and communication drills
toolbox talk record sheets
VHF or UHF radios
isometric drawings (including legends where relevant)
teaching material for codes and symbols, pipe specifications and line numbering
handover sheets for plant and control room
cause and effect sheets
readings sheets (pressure, temperature, level and flow) for monitoring plant
live trending in the control room would be an advantage
fire extinguishers, eyewash station, gas meter, alarm system would be
advantageous
a bank of standard questions/answers
observation checklists.

Notional Learning Hours
The time taken to complete the Training Standards will vary according the content to be
covered. It will also vary depending on the skills and experience of Candidates. The
following notional learning hours include assessment time and are intended for
guidance.
Introduction to Oil and Gas Processing Oil and Gas Foundation Level
Training Standard Ref code Notional
hours
An Introduction to Health and Safety in Oil and Gas OGTS/FL - 10
Processing Operations P01
An Introduction to the Oil and Gas Industry OGTS/FL - 10
P02
An Introduction to Oil and Gas Processing OGTS/FL - 10
P03
An Introduction to Oil and Gas Processing Drawings OGTS/FL - 10
P04
Basic Oil and Gas Processing Oil and Gas Level 1

hours
Health and Safety in Oil and Gas Processing Operations OGTS/L1 20
P10
Basic Oil and Gas Processing Drawings OGTS/L1 20
P11
Basic Oil and Gas Processing Operations Techniques OGTS/L1 20
P12
Basic Oil and Gas Processing Operations Practice OGTS/L1 40
P13
Oil and Gas Processing Oil and Gas Level 2

hours
Safe Systems of Work for Oil and Gas Processing OGTS/L2 20
Operations P20
Oil and Gas Processing Drawings OGTS/L2 20
P21
Oil and Gas Processing Operations Techniques OGTS/L2 20
P22
Oil and Gas Processing Operations Practice (Wellheads) OGTS/L2 20
P25
Oil and Gas Processing Operations Practice (Oil Pumps) OGTS/L2 20
P26
Oil and Gas Processing Operations Practice (Compressor) OGTS/L2 20
P27
Oil and Gas Processing Operations Practice (Boiler) OGTS/L2 20
P28
Oil and Gas Processing Operations Practice (Distillation) OGTS/L2 20
P29
Oil and Gas Processing Operations Practice (Deluge OGTS/L2 20
System) P30
Oil and Gas Processing Operations Practice (Separation) OGTS/L2 20
P31
Oil and Gas Processing Operations Practice (Pigging) OGTS/L2 20
P32
Oil and Gas Processing Operations Practice (Fire and Gas OGTS/L2 20
System) P33
Oil and Gas Processing Operations Practice (Gas OGTS/L2 20
Dehydration) P34
Oil and Gas Processing Operations Practice (Produced OGTS/L2 20
Water) P35
Oil and Gas Processing Operations Practice (Water OGTS/L2 20
Injection) P36
Oil and Gas Processing Operations Practice (Gas OGTS/L2 20
Treatment) P37
Oil and Gas Isolation Operations OGTS/L1 20
P40

English Language Skills
All assessment must be carried out in English.
For the Foundation Level Training Certificate Candidates should have a basic ability
to communicate and exchange basic information in a simple way. They should be able
to use and understand familiar everyday expressions and basic phrases and recognise
simple routine words in a workshop context. This level of English is equivalent to the
following International Frameworks - CEFR A1-A2 /IELTs 3.0.
For the Level 1 Training Certificate Candidates should be able to deal with simple,
straightforward information and to express ideas in familiar contexts. They should be
able to understand sentences and frequently used expressions relevant to the
workplace. They should be able to communicate with others about routine tasks
involving a simple and direct exchange of information. This level of English is
equivalent to the following International Frameworks - CEFR B1/IELTs 4.0.
For the Level 2 Training Certificate Candidates should have the ability to express
themselves in a limited way in familiar situations and to deal in a general way with new
or non-routine information. They should be able to understand the main points of
inputs on familiar matters regularly encountered in the workplace. They should also
have the ability to produce simple written and spoken responses on topics that are
familiar. This level of English is equivalent to the following International Frameworks -
CEFR B1-B2/IELTs 4.0 5.0/ ToEFL c 30 45.
Guidance on Learning, Teaching and Assessment Methods

Teaching and training material/exercises should include examples which reflect worksite
operational requirements, procedures and paperwork wherever possible, for example:
local plant and industry examples of safety procedures and paperwork for permit to
work systems, risk assessments and isolations
isometric drawings
templates and completed examples for readings sheets, handover sheets and
toolbox talks.
Typical learning steps will involve demonstration, practice exercises and then
assessment.
Training Standards can be delivered and assessed in an integrated way. This is

particularly relevant for the Oil and Gas Processing Operations Techniques and Oil and
Gas Processing Operations Practice Training Standards. The Techniques standards
provide the knowledge of processing operations and the Practice standards assess
practical implementation of processing operations.
Candidates should maintain a Log (Log Book/Operator Log/Activity Record) to record

details of processing operations they have carried out this will provide evidence of
Candidates understanding of the techniques and practices involved and will form part
of the assessment process for some Training Standards.

Safety legislation and guidelines should be relevant to the location where training and
assessment is taking place. In the UK for example the following would be applicable
Health and Safety at Work Act; RIDDOR Reporting of Injuries and Dangerous
Occurrences Regulations; MSDS Material Safety Data Sheets; CHIP Chemical Hazard
Information Regulations; COSHH Control of Substances Hazardous to Health.
Practical Assessments
When Candidates are being assessed for the following practical standards, they should
be assessed in the role of both plant operator and control room operator to ensure that
they understand all aspects of oil and gas processing operations. The checklist below
provides typical examples of the roles.
Level 1: Basic Oil and Gas Processing Operations Practice
Level 2: Oil and Gas Processing Operations Practice (Wellheads); (Oil Pumps);
(Compressor); (Boiler); (Distillation); (Deluge System); (Separation); (Pigging); (Fire and
Gas System); (Gas Dehydration); (Produced Water); (Water Injection); (Gas Treatment)
Checklist for plant and control room operations pre-start, start up and shut
down
Pre-Start Checks
communicate with control room - confirm permission to start preparing the plant for
start-up (plant)
read control room log book and check live permits to confirm the plant is safe to
start-up (control room and/or plant)
confirm power supplies to equipment that is going to be required and switch on as
necessary (control room and/or plant)
line walk system, check for damage, instrumentation availability, and position
valves correctly for start-up (plant)
set up controllers as required (plant or control room)
reset ESDs as required (plant or control room)
confirm utilities and other relevant systems are available (plant and control room)
check vessel/tank levels, pressures and temperatures (plant or control room)
prime any pumps that are to be used (plant)
Start-up
follow procedure at all times (plant and control room)
communicate with control room (plant and control room)
unlatch any stop buttons (plant)
start system (plant or control room)
adjust controllers as necessary to achieve steady state conditions (plant or control
room)
take readings (plant and control room)and check pumps as required (plant)
report results to control room - especially any irregularities (plant)

Shut-down
communicate with control room (plant)
shut-down plant and make safe - isolate electrics as required (plant or control room)
Section 4 Further Guidance

This document provides an overview of the Training Standards which form part of the
OPITO Global Training Certificates for Processing Operations. The full
specifications for Training Standards are included in the OPITO Guide - OPITO Global
Technical Training Standards and Qualifications Specifications for Processing
Operations.
All organisations wishing to deliver the OPITO Global Training Certificates for
Processing Operations must be an OPITO Approved Centre and must meet the
requirements of OPITOs Quality Criteria for Global Oil and Gas Technical Standards and
Qualifications.
For further information please contact a member of our Workforce Development team
in Dubai - mea.enquiries@opito.com

Section 5 Overview of OPITO Global Technical
Standards for Processing Operations
Foundation Level Technical Training Standards
An Introduction to Health and Safety in Oil and Gas Processing
Operations
Summary This Training Standard introduces how to work safely in oil and gas
processing operations.
Outcome Describe safe working practices for oil and gas processing
1 operations
describe the purpose of items of personal protective equipment
describe basic housekeeping procedures in an oil and gas
processing environment
identify typical examples of health, safety and emergency
procedures in an oil and gas processing environment
outline the purpose of tool box talks
Outcome Identify and describe potential hazards and risks for oil and
2 gas processing operations
define the terms hazard and risk
identify potential hazards present in an oil and gas processing
environment
describe the potential risks that may be caused by hazards in
an oil and gas processing environment
describe steps that can be taken to minimise risks in an oil and
gas processing environment
The full specification for this Training Standard is included in the OPITO Guide -
OPITO Global Technical Training Standards and Qualifications
Specifications for Processing Operations.
Introduction to the Oil and Gas Industry

Summary This Training Standard introduces how oil and gas is formed, found,
extracted and processed.
Outcome Outline how oil and gas is formed
1 provide a basic outline of how oil and gas is formed and of rock
formations and reservoirs
outline the basic properties of hydrocarbons
Outcome Describe the lifecycle for oil and gas operations
2 describe the key stages involving in finding oil and gas
describe the key stages involved in developing a well
describe the key stages in extracting oil and gas
describe the processes for oil and gas production
describe how oil and gas is stored and transported
describe the role of decommissioning
Outcome Outline how the oil and gas industry operates
3 identify the key infrastructure involved within the oil and gas
industry
describe key types of organisations within the oil and gas
industry
identify key job roles
describe the supply chain involved in supporting oil and gas
operations

describe how economic factors can impact on the oil and gas
industry
An Introduction to Oil and Gas Processing
Summary This Training Standard develops an introductory knowledge of oil
and gas processing operations and the process plant and
equipment that is used.
Outcome Describe typical product flows in oil and gas processing
1 operations
define simple processing terms
describe the key stages of the production process
Outcome Describe the basic function of plant, equipment and
2 services in oil and gas processing operations
describe the basic function of process plant and equipment in
oil and gas processing operations
describe the role of key utilities/services in oil and gas
processing operations
describe the role of safety and protection systems
An Introduction to Oil and Gas Processing Drawings

Summary This Training Standard develops skills in using simple schematics
and process flow diagrams for oil and gas processing operations.
Outcome Outline the use of schematics and process flow diagrams
1 for oil and gas processing operations
outline the function of schematics and process flow diagrams
for oil and gas processing operations
identify the meanings of codes and symbols used on schematics
and process flow diagrams
Outcome Use schematics and flow diagrams for process plant for oil
2 and gas processing operations
identify the flow path for sections of process plant for oil and
gas processing operations
interpret schematics and process flow diagrams for sections of
process plant for oil and gas processing operations

Level 1 Technical Training Standards
Health and Safety in Oil and Gas Processing Operations
Summary This Training Standard develops the skills and knowledge required
to work safely in an oil and gas processing environment.
Outcome Describe safe working practices and procedures for oil and
1 gas processing operations
describe procedures for safe working practices in an oil and gas
describe methods of ensuring effective communication in an oil
and gas processing environment
describe responsibilities of individuals and teams to maintain a
safe working environment in an oil and gas processing
environment
outline the role of legislation relevant to an oil and gas
Outcome Describe the purpose of safety procedures/documentation
2 describe the purpose and types of permit to work systems
describe the purpose of risk assessments
describe the purpose of safety audits
describe the purpose of safe isolation procedures
Outcome Demonstrate safe working practices in an oil and gas
3 processing environment
carry out a safety audit for an oil and gas processing training
workshop and identify potential safety issues and improvements
actively participate in a tool box talk
communicate effectively as part of a team for oil and gas
processing tasks
select and use the correct personal protection equipment for oil
and gas processing tasks
maintain the workspace in a clean and tidy manner
Basic Oil and Gas Processing Drawings

Summary This Training Standard develops the skills required to use and
interpret P&IDs for plant/equipment for oil and gas processing
operations.
Outcome Outline the use of P&IDs for oil and gas processing
1 operations
identify the purpose of P&IDs for plant/equipment for oil and gas
outline ways of obtaining information from P&IDs
Outcome Interpret P&IDs/ isometrics for oil and gas processing
2 operations
identify the flow path for process plant/equipment using
examples of processing environments from the oil and gas
industry
interpret P&IDs/isometrics using examples of processing
environments from the oil and gas industry


Basic Oil and Gas Processing Operations Techniques
Summary This Training Standard develops knowledge of basic processing
operations for oil and gas.
Outcome Describe processing operations for hydrocarbons
1 describe the properties and behaviours of hydrocarbons
describe the purpose and operation of each key stage in the
production process for hydrocarbons
describe the operation of utilities and services required for the
production process
describe the role and operation of the control room
Outcome Identify factors which may impact on processing
2 operations
describe the behaviour and impact of the key process
parameters for oil and gas processing operations
describe the properties of hydrocarbon gases, H2S, nitrogen,
CO2
Outcome Outline operational practices for processing teams
3 describe the role of individuals and the team for oil and gas
describe the role of operating procedures and communication
processes for oil and gas processing operations
describe typical work patterns for oil and gas processing
operations
Basic Oil and Gas Processing Operations Practice

Summary This Training Standard develops the skills required to carry out
basic processing operations in an oil and gas processing training
workshop.
Outcome Carry out start up operations for oil and gas process
1 plant/equipment
carry out pre-start up checks in accordance with operating
instructions/checklists
start up oil and gas processes in accordance with operating
instructions/ checklists
achieve steady state conditions
Outcome Monitor and record plant/equipment readings
2 monitor and record plant readings
make adjustments to oil and gas processes in accordance with
given instructions
use effective communication
work in accordance with safe working practices
Outcome Carry out shut down operations for oil and gas process
3 plant/equipment
shut down the oil and gas process in accordance with operating
instructions/ checklists
restore the work area to a safe condition

Level 2 Technical Training Standards
Safe Systems of Work for Oil and Gas Processing Operations
Summary This Training Standard develops the skills and knowledge required
to implement safe systems of work in an oil and gas processing
operations environment.
Outcome Outline health and safety legislation and procedures in the
1 oil and gas industry
identify health and safety legislation which applies to the oil and
gas industry and the implications for individuals working in an
oil and gas processing operations environment
describe the procedures to apply in the event of a fire,
workplace accident and workplace injury
describe potential emergency/critical situations and procedures
to respond to them
describe the components of a safe system of work for an oil and
gas processing operations environment
describe the role and operation of fire and gas detection
systems and emergency shutdown (ESD) control systems
describe the consequences of emissions to the environment and
procedures for dealing with spillages and uncontrolled
emissions
describe steps that could contribute to the maintenance of a
safety culture
Outcome Implement safety procedures and documentation
2 create risk assessments for a range of oil and gas processing
operations
complete documentation to raise permits to work
prepare and lead a typical tool box talk
implement drills to respond to a range of safety and emergency
scenarios
Oil and Gas Processing Drawings

Summary This Training Standard develops the skills required to use and
interpret P&IDs for plant/equipment for oil and gas processing
operations.
Outcome Use P&IDs to describe integrated processing systems for oil
1 and gas processing operations
identify the flow paths for integrated systems from P&IDs
drawings for oil and gas processing operations
identify plant/equipment and their purpose from P&IDs for
integrated systems for oil and gas processing operations
Outcome Interpret P&IDs for integrated systems for oil and gas
2 processing operations
identify plant/equipment parameters from P&IDs for integrated
systems for oil and gas processing operations
identify information that is missing from P&IDs for oil and gas


Oil and Gas Processing Operations Techniques
Summary This Training Standard develops the knowledge of techniques for oil
and gas processing operations.
Outcome Describe oil and gas processing operations for integrated
1 systems
describe the operation of integrated oil and gas processing
systems
describe the principals of process variables, set point, output
and the closed loop control system for process control
describe the role of distributed control systems (DCS) and
control room operations
Outcome Identify oil and gas processing issues and fault finding
2 techniques
identify typical issues that may occur for individual processes
and for integrated systems for oil and gas processing operations
identify the potential cause and effect of processing issues
outline basic fault finding techniques
Outcome Implement effective communication practices for oil and
3 gas operations
describe effective communication protocols for an oil and gas
participate in a range of operational communication scenarios
prepare a range of handover logs
Oil and Gas Processing Operations Practice

Contexts Wellheads; Oil Pumps; Compressor; Boiler; Distillation;
Pigging; Deluge System; Separation; Fire and Gas System;
Gas Dehydration; Produced Water; Water Injection; Gas
Treatment
Summary This Training Standard develops the skills required to carry out
processing operations in oil and gas processing training workshop.
Outcome Start up the oil and gas process
1 carry out pre-start up checks
start up the oil and gas process in accordance with operating
procedures
achieve steady state conditions
Outcome Operate and monitor the oil and gas process
2 monitor and record plant readings
take relevant action to optimise the oil and gas process
maintain effective on-going communication
Outcome Shut down oil and gas process and complete the operation
3 shut down the oil and gas process in accordance with operating
procedures
restore the work area to a safe condition
complete plant log and handover log

Oil and Gas Isolation Operations
Summary This Training Standard develops the knowledge and skills required
to carry out basic isolation operations in an oil and gas processing
training workshop.
Outcome Describe the principles and methods of isolation/de-
1 isolation
describe the reasons for carrying out isolations
describe the hierarchy and purpose of types of isolations
outline typical isolation devices and methods of installation
outline isolation and de-isolation procedures
Outcome Prepare for isolation operations
2 carry out a job/task risk assessment and record safety control
measures
carry out an isolation selection risk assessment
identify plant/equipment to be isolated from P&IDs
compile an isolation job/work pack
Outcome Isolate, de-isolate and reinstate a process
3 prepare to isolate equipment (vent/depressurise and drain)
isolate plant and equipment in accordance with procedures
carry out pressure or service test if required
de-isolate plant and equipment in accordance with procedures
maintain effective on-going communication

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SKILLS FOR OIL AND GAS

SUPPORT GUIDE FOR OPITO GLOBAL

VERSION 2: JULY 2015

Version 2 July 2015 1

Version 2 July 2015 2

The Purpose of this Guide...............................................................4

Section 2 Training Standards and Training Certificates......................6

Matrix of Training Standards...........................................................6

Section 3 Delivery Guidance............................................................9

Workshop and Equipment Requirements..........................................9

Section 4 Further Guidance...........................................................14

Section 5 Overview of OPITO Global Technical Standards for

Foundation Level Technical Training Standards...............................15

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The Purpose of this Guide

OPITO Framework of Global Oil and Gas Technical Standards

Oil and Gas Level OIM

Oil and Gas Level Process Technician, Control Room

Oil and Gas Level Process Operator (routine

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Section 2 Training Standards and Training

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OPITO Global Foundation Training Certificate: Introduction to Oil and Gas

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The Training Certificate is designed for individuals wishing to progress to a career as a

It is recommended that Candidate complete the Foundation Training Certificate:

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The Training Certificate is designed to prepare individuals for a career as a Process

It is recommended that Candidates complete the Level 1 Training Certificate: Basic

Plus a minimum of 4 of the following Training Standards:

Additional Optional Standard:

On successful completion of the Training Certificate, Candidates can progress to

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Specific requirements to deliver the OPITO Global Foundation Training Certificate:

Specific requirements to deliver the OPITO Global Level 1 Training Certificate:

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Basic Oil and Gas Processing Oil and Gas Level 1

Oil and Gas Processing Oil and Gas Level 2

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Guidance on Learning, Teaching and Assessment Methods

Training Standards can be delivered and assessed in an integrated way. This is

Candidates should maintain a Log (Log Book/Operator Log/Activity Record) to record

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Level 1: Basic Oil and Gas Processing Operations Practice

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Section 4 Further Guidance

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Introduction to the Oil and Gas Industry

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An Introduction to Oil and Gas Processing Drawings

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Basic Oil and Gas Processing Drawings

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Basic Oil and Gas Processing Operations Practice

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Oil and Gas Processing Drawings

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Oil and Gas Processing Operations Practice

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