Download - Effective Refresher Training
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Effective Refresher Training
Presented to
V. Earl Brown, Jr., MS, CEO
Industrial Psychologists, Inc
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Why do we need to conduct refresher training?
How should our employees be trained?
(CBT, classroom, video, OJT)?
How do we develop effective
training?
How do we know our training
is effective and complete?How much will the
training program cost?
What training do we need?
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Workshop Goals
Provide a basic understanding of:
• Why we need to provide refresher training
• When would we conduct refresher training
• One method of identifying refresher training needs
• One proven method of providing PSM refresher training
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Qualified operators must be able to:
• Perform their assigned tasks with little or no supervision
• Recognize problems within the work area
• Have a heightened awareness and good working knowledge of the overall operation of the work area
• Have the skills to troubleshoot and correct operational problems
• Be able to recognize problems with the mechanical equipment in the work area
• Have the verbal skills to communicate changes, problems, or emergency information to supervision, console and other operators in the work area
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Qualified operators must be able to:
• Have at least a basic understanding of up and downstream operations
• Assist or take charge of activating or deactivating equipment using the site Energy Control/Lock-Out - Tag-out procedures
• Report any unsafe working conditions to the Plant Foreman or Operations Coordinator
• Constantly check to ensure safe conditions
• Perform routine work area cleanup duties to maintain high housekeeping standards for safe unit operation
• Perform work area rounds as scheduled to verify normal process and equipment operation
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Once trained –Always trained
Refresher training needed
What is your facility’s training approach?
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Once trained–always trained is correct when . . .
We’re talking about:
• Unit logistics
Where’s the control room
Who do I call if I can’t make it to work
• Simple work tasks
Empty office trash can
Pick up trash in outside work areas
Logging onto the computer system
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Refresher training is correct when . . .
• Individual refresher training anytime an employee is having difficulty performing assigned tasks
• There are critical safety aspects to the task
• Tasks are not frequently performed
• Regulation requires refresher training
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Why we need refresher
Training
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Why do we need to provide refresher training?
• Regulatory compliance (OSHA, EPA, DOT, State/Local . . . regulations)
• Industry/voluntary guidelines (OSHA VPP “Star” program, API, Chlorine Institute, ISO quality series . . .)
• Company policies and engineering standard requirements
• To allow employees to retain their effectiveness
• It’s the right thing to do
Provides remedial instructions for task performance
Facilitates consistent job performance
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When would we conduct refresher training?
• Many regulations have specific refresher training
requirements
• Many industry/voluntary guidelines have specific
training requirements
• Check your company policies and engineering for
refresher training requirements
• If it’s been an extended time since an employee
has performed a task, common sense would
indicate they should be trained before performing
the task
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Signs refresher
training is needed
• Employees constantly fail to complete
assigned tasks on time
• Training fails to improve performance
• Productivity level goes down
• Accident/near miss level increases
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Identifying refresher
training needs
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API RP 1200 is one of the best
places to start. For specific
topics, it provides:
• Regulation number & title
• Who needs to be trained
• An outline of the training required
• Required training frequency
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Regulation Who needs
training?
Training Overview Training
Frequency
Occupational
Noise
Exposure
29 CFR
1910.95(k)
All employees
who are
exposed to a
noise level at
or above 85
decibels
Effects of noise on
hearing
Purpose, selection, and
proper use of hearing
protection
Purpose of audiometric
testing and explanation
of test procedures
OSHA standard and
supplementary
materials
Initially and
annually
thereafter
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Regulation Who needs
training?
Training Overview Training
Frequency
Hazard
Communication
29 CFR
1910.1200(h)
All employees
that may be
exposed to
hazardous
chemicals
• Requirements of
HazCom standard
• Where chemicals are
present
• Location and details of
the written hazard
communication program
• Methods used to detect
presence of hazardous
chemicals
• Physical and health
hazards of the
chemicals in the work
area
• Measures to protect
themselves
• Upon initial
assignment
• Whenever a
new hazard
is introduced
into the
employee’s
work area
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• Standard Operating Procedures (SOPs)
• Troubleshooting Guides
• Emergency Operating Procedures (EOPs)
• Emergency Response Plan/Emergency Action Plan
• Process & Instrumentation Diagrams (P&IDs)
• Process Flow Drawings (PFDs)
• Unit Operating Manuals
• Safety Data Sheets (SDSs)
TRAINING RESOURCES
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PSM Operator Refresher Training
OSHA’s Process Safety Management of
Highly Hazardous Chemicals (PSM) –
Regulation enacted in 1992
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PSM requires refresher training be provided:
• at least every three years, or more often if necessary,
• to each employee involved in operating a process to ensure that the employee understands and adheres to the current operating procedures of the process
• The employer, in consultation with the employees involved in operating the process, shall determine the appropriate frequency of refresher training.
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Letter of the Law vs Intent of the Law
• Understands and follows operating procedures
• Is prepared to respond to any operating condition
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Performance standard interpretation leads to different approaches to refresher training:
• Operating procedure training
• Any combination of operator training
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Common sources for refresher training topics
• Procedures
• Manage of Change (MOC) Review
• Incidents and Near Misses
• Process troubleshooting
• Accident Reports
• P&ID Revisions
• PHA Action Items
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Why are we as trainers concerned
with MOC?
• Has there been a change that was not
effectively communicated to the
employees?
• Has documentation (e.g., procedures,
training materials, drawings, etc.) been
updated to reflect the change?
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MOC Review• Subject to quality and quantity of MOC program
• Emphasizes importance of MOC program
• May be difficult to separate teachable items from mass of equipment MOCs
• Must be searched for appropriate MOCs
• Make sure your MOC form requires:
• an evaluation of whether documentation needs revised
• An evaluation of whether training is needed
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Incidents and near misses
• Subject to quality of existing program
• Some dislike teaching “negative”
• However, never forget, you learn a lot from
these items
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Sample analysis
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Troubleshooting
• Constantly review your troubleshooting guides to ensure they remain correct and up to date
• Identify where troubleshooting worked
• Identify where troubleshooting went wrong
• Promote troubleshooting skills
• Skill level of audience effects both teacher and student
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P&ID revisions
• Operators must be able to read P&IDs
• They must be validated by walkdowns
• They must be updated after the walkdowns
• Verify the current revision level are
available
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PHA action items
• While it can be difficult to find teachable moments in the PHA reports, look for them because they’re in there
• For sure, find the corrective action items that relate to operator tasks and responsibilities
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Exercise
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Exercise Discussion/Review
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NAPTA – 1
API 1200
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Based on the process description provided for your
review, refresher training recommended on:
• Chemicals:– Benzene
– Chlorine
– Ammonia
– Naphtha
• Asbestos may be in facility insulation
• Flammable liquids
• Noise exposure
• Fire extinguisher types and use
• Forklift
• Overhead cranes
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NAPTA – 2Short Process Description
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Based on the process description provided for your
review, refresher training recommended on:
• Hazards
• Importance of Quality Control
• EPA concerns related to wastewater processing and
outfall stream
• DOT requirements related to receipt of raw materials
and shipping of final products
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NAPTA – 3
PHA Report
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Based on the PHA Report provided for your review,
refresher training recommended on:
• Heater gas supply change
• Several P&ID changes
• Several additional gauges were recommended –
need to follow-up to see if they were added
• Report referred us to another PHA – so we need to go
to that PHA to see any applicable changes that need
to be addressed
• Several SOP changes recommended – need to follow-
up to see if changes were made
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NAPTA – 4
Procedure List
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Based on the Procedure List provided for your review,
refresher training recommended on:
• All Emergency Response Procedures
• Selected critical procedures:
– Cooling Water System Operation
– Catalyst Filling Operation
– Scrubber Operation
– Flue Gas Scrubbing System Operation
– Wastewater System Operation
– Flare Operation
• 1/3 remainder of the procedures
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NAPTA – 5Operating Limits /
Troubleshooting Guide
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Based on the Operating Limits/Troubleshooting Guide
provided for your review, refresher training
recommended on:
• Loss of cooling system
• Overfilling Reflux Drum
• Increased Reboiler temperature
• Loss of Reflux flow
• Overheating/over pressuring overhead system
• Low feed flow to NDS unit
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One proven effective method of PSM
Refresher Training
• YEARLY- emergency response and safety
critical operating procedures
• ONGOING - (three year cycle)- all operating
procedures
• SPECIAL - Any task that has not been
performed in a long time , especially large
tasks such as unit startup or shutdown
coming up – BP Cherry Point “Atta Boy”
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One proven effective method of PSM Refresher Training
YEARLY – One day classroom training
• All emergency response and safety critical
procedures
• 1/3 standard operating procedures (rotating over
three year schedule)
• Recent MOCs relevant to process or unit equipment
• Incident and near miss review
• PHA action item review (items related to operator
tasks)
• Recent and most likely process problems
• Troubleshooting scenarios
• Knowledge test to provide means to verify
understanding
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Questions & discussion