Technical knowledge of equipment: Management & execution

This course is also part of the Maintenance & Asset Management Training Cycle 

How to adopt effective document management, understand its importance and how to implement this sometimes complex system?

• The importance of technical documentation
  • Introduction
  • Why do we need good technical documentation?
• The document management process
  • Introduction
  • Technical data acquisition
  • Source data
  • Operational documentation
  • Quality and reliability of source documentation 
  • Standardisation of documents
  • User-friendly documents
  • The acquisition process
  • Operational documentation: the classics
• Classification of technical data
  • Some filing methods
  • Classification by tree structure
  • Classification by meaningful case
  • Defining the rules
  • Parent document vs. public document
• Storage - archiving of technical data
  • Paper vs paperless
  • Digital storage solution
  • Revision management
  • EDM: An integrated solution
• Document distribution
  • Document availability
  • Costs vs. risk management

The operating procedure is a technical document in its own right. It is a quality assurance tool to guarantee the efficiency of the intervention, to control the relevance of each stage and to propose improvements

• Definition
• Clarification of vocabulary
• Level of detail of the operating procedure (MOP)
• Why write an MOP?
  • Cost
  • Quality
  • Deadline
  • Responsiveness
  • Flexibility
  • Constraints
• Types of MOP
• Range - check list
• Preventive maintenance
• Replacement of components
• Step by step instruction
• How to write an MOP?
  • Document identification
  • Stakeholder profiles
  • Estimating time
  • Risk analysis
  • Spare parts
  • Consumables
  • Tools
  • Ancillary documents
  • Description of the steps
  • Checkpoints
  • Mistakes not to be made
• Report of the intervention
• Archiving of documents
• Digital solutions: Paperless instructions
• Examples of the different documents.

Pascal Leblanc is Senior Project Manager in Maintenance Engineering. In the industry for 30 years, he has more than 15 years of experience in maintenance, including 7 years as head of the "Methods and Reliability" department at ENGIE Solutions where he manages a team of 15 reliability engineers working on various projects in the steel, nuclear, pharmaceutical and food industries. He is CMRP certified and has also given training courses at CEGIS and was a member of the BEMAS expert committee in 2017. Since January 2021, he has been a Senior Instructor at the ENGIE Academy.