Outage Management Process

D351044X012
May 2011 Instrument & Valve Services

Preparedness planning and proven

practices for outage success.
■ Complete outages on time
and within budget
■ Eliminate risks and costly
surprises
■ Leverage downtime to
upgrade valves and improve
reliability
■ Optimize outage
management process

Clear communication and our proven Six Step Process make plant outages go
smoother.

What’s the secret to executing Step 1:

a flawless outage? Meticulous
planning and precise
communication.
We’ve built both into the Six Step
outage management process
used by Emerson’s Instrument &
Valve Services. From early
engagement through project
review, our proven practices
provide tangible and repeatable
benefits to customers.
Outage Development
Early engagement and advance
preparation can reduce outage
costs. Associates from Emerson's
Instrument & Valve Services and
your Emerson local business
partner, meet with your team to
help develop the broad scope of
your upcoming outage. By
working together, we can put a
plan in place to pull the right
valves, bring the right parts,
deploy the right skills with the
right tools when it’s time to
execute your outage.

www.emersonprocess.com/ivs
Outage Management Process
May 2011
During the outage development,
we will:
■ Determine outage specific
goals
■ Understand your key outage
drivers and metrics
■ Become an integral part of your
outage planning team
Step 2: Project Kick-Off
When you are ready to kick-off
your project, team members
meet to refine your project
objectives. We will discuss
budget, schedule, quality,
contractor qualifications,
environmental safety and health
priorities. Kick-off meeting
information is utilized to complete
a checklist covering various real-
world issues that we may
encounter from the moment the
process goes down until the
Page 2
instant it starts up again. Working
together, we can document
requirements for all service
providers and management to
properly use the agreed upon
communication plan.
After the initial meeting, we will
schedule a walk down of your
plant and gather necessary
asset information.
During the walk-down, we will:
■ Gather general product
information
■ Take “as-found” photographs
■ Record all serial numbers
■ Document maintenance notes
■ Raise questions regarding
specific valve units
If necessary, we will conduct
qualitative leak detection testing
on critical equipment to
determine efficiency losses
before they grow. Once we
identify a valve leak, it will need
to be verified and quantified.
Step 2 Deliverables:
■ Kick-Off Meeting Checklist
■ Completed Walk-Down
Document
Step 3:
Refining the Details
As the outage scope is
continually developed, our team
reviews maintenance records and
makes recommendations for
valve upgrades that can improve
reliability. We will verify quality
assurance, environmental, safety,
and health requirements to meet
regulatory guidelines.
At this step we also prioritize the
valve list, reconcile product data
and construct a ‘No Surprises’
plan for conducting diagnostic
testing using the Fisher
FlowScanner™ 6000 Valve
Diagnostic System or AMS
ValveLink™ software.
The entire repair procedure is
detailed in the General Customer
Specification (GCS) document
and customized by you. This
reference document is used by
the entire outage team, included
in every job folder, and reviewed
by everyone involved in the
outage.

The GCS provides critical
details regarding:
■ MSDS
■ Arrival
■ Disassembly
■ Diagnostics
■ Repair
■ Welding
■ Final QA testing criteria
■ Shipment
Step 3 Deliverables:
■ Completed Outage
Management Checklist
■ General Customer
Specification (GCS)
■ Application Review Form
■ Master Tag Control Log
Step 4: Internal Planning
Emerson’s Instrument & Valve
Services team prepares for a
flawless execution. Together with
your Emerson local business
partner, we plan our resources
and review our tools and
equipment to ensure that we
have everything we need on
hand during the outage. We also
define roles and responsibilities
as well as provide training to
make sure everyone on our team
understands what’s expected.
Instrument & Valve Services
Additionally, we develop
our communication plan
and pre-order parts and
consumables, such as:
■ Packing
■ Gaskets
■ Trim Parts
■ Accessories
This step is crucial in identifying
potential long-lead time items
along with high cost items for
your consideration as well.
Step 4 Deliverables:
■ Completed Internal Planning
Checklist
Step 5: Outage Execution
Once your outage starts, we
proceed to execute the work
previously outlined. The work is
conducted to your satisfaction,
with daily status reports delivered
so you are always aware of our
progress. We are able to provide
real-time electronic data sharing
for project management,
decision making, administration,
and tracking to keep the outage
on schedule.
If any additional issues are
identified which could affect the
scope of work, a change-order is
generated for you to authorize.
Proper planning and constant
communication allows for
dynamic prioritization and
multiple avenues for outage
success, insuring completion with
accurate documentation.
The work is done safely, within
your budget and according to
the schedule.
Step 5 Deliverables:
■ Daily Status Reports
■ Change Order Forms
(if necessary)
■ Repair Documentation
Step 6: Outage Review
After your process is successfully
returned online, the entire team
meets again to verify the value of
the work completed and to receive
your feedback. Continuous
improvement is important to us,
and we encourage an open and
straightforward discussion.
Page 3
Outage Management Process
May 2011
We also look ahead to your
future needs and opportunities
for more effective asset
management. Performance
data and repair reports are
loaded into a database for
future analysis and proactive
maintenance planning.
Our final deliverable is a package
of documents covering the
results of the outage. And to help
ensure continual strategic
maintenance, we'll assist you
with planning your next outage
cycle timeline and goals.
For more information or to schedule service, please call your local Emerson sales representative.
Emerson Process Management
Instrument & Valve Services
205 South Center Street
Marshalltown, IA 50158
www.emersonprocess.com/ivs
Instrument & Valve Services
Step 6 Deliverables:
■ Final Outage Report including
Documentation
■ Post-Outage Meeting Minutes
Got an outage coming up? Now
that you’ve seen our process on
paper, let us show you how well
it works in person. Put Emerson’s
Instrument & Valve Services to
work on your next outage by
calling your Emerson local
business partner.
© Fisher Controls International LLC 2011 All Rights Reserved.
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