Marine, offshore & industrial services: SOP templates for yards and contractors

Ship repair

Ship repair is the yard's core job: bring a vessel alongside or onto the blocks, turn the owner's specification into work packages the workshops and subcontractors can execute, prove every repair to QA, class and the customer, and send the vessel away with a closed punch list and a dossier. This family orders six SOPs in that sequence and adds the permits, the 24/7 line and the change order that run beside a docking.

1. Vessel arrival and docking SOP (ship-repair yard)

   A vessel arrival and docking SOP for a ship-repair yard: pre-arrival berth checks, pilot and tug booking, the weather and tidal go or hold decision, pilotage, mooring, and a signed handover to the project team.

2. Dry docking and undocking SOP: block plan to refloat

   A shipyard SOP for dry docking and undocking a vessel: block plan verification, controlled dewatering, a stability check, dry-period repair work, and refloat, with an owner and workload hours on every step.

3. Ship repair project kickoff SOP: specification to work packages

   A ship repair project kickoff SOP: specification intake, mechanical/electrical/hydraulic review, PM assignment, work-package breakdown, subcontractor gap-fill, scheduling, and a confirm/revise kickoff before work reaches the workshops.

4. Shipyard subcontractor onboarding SOP: induction to checkout

   A shipyard subcontractor onboarding SOP for ship repair yards: document and insurance verification, a pass/fail safety induction, access and PPE issue, a hot work or confined space permit decision, supervised work and checkout.

5. Shipboard repair quality inspection SOP

   A shipboard repair quality inspection SOP for ship-repair yards: technician self-check, independent QA/QC inspection, conditional NDT verification, class surveyor sign-off, and customer acceptance before the record is filed and closed out.

6. Vessel repair handover SOP: completion review to departure

   A shipyard SOP for vessel repair completion and handover: outstanding-item review, testing and commissioning, QA documentation, customer and class inspection, punch-list closure, and undocking, with an owner and workload hours per step.

Also part of this family

• Hot work permit SOP: gas test, fire watch, and closure — A hot work permit SOP for ship repair: gas-test the atmosphere, assign a fire watch, get dock master and HSE sign-off, then hold a mandatory post-work watch before the permit closes.
• Confined space entry SOP for ship repair yards — A confined space entry SOP for ship-repair yards: risk assessment, isolation and ventilation, atmosphere testing, permit issue, standby and rescue readiness, entry, and permit closeout.
• Emergency repair request SOP (24/7 triage to release) — How a ship-repair yard turns a defect reported on the 24/7 duty line into a triaged, quoted or mobilized repair: urgency triage, customer approval, mechanical/electrical/hydraulic mobilization, function test and vessel release.
• Change order approval SOP for a ship repair yard — A change order approval SOP for ship repair: a mid-repair finding is assessed against original scope, estimated, submitted to the customer for approval, executed, QA/QC inspected, and filed on closeout.

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Marine electrical

Marine electrical is the contractor's work on a vessel or an offshore installation: get certified technicians to site, install cabling and panels to approved drawings, test what was installed, and energise and commission it under a signed approval. This family orders four SOPs in that sequence and adds the six around a job, from the turnkey project and the 24/7 repair line to high-voltage work and the design change that precedes an installation.

1. Offshore / Wind Project Mobilization SOP

   An offshore and wind project mobilization SOP for Scanel: a hard GWO and offshore safety certification gate, equipment and travel logistics, site safety induction, work execution and a demobilization test-result gate.

2. Marine Electrical Installation SOP

   A marine electrical installation SOP for Scanel: engineering review, material verification, work preparation, hands-on installation, a workmanship inspection gate, de-energized checks, documentation and handover to commissioning.

3. Electrical Inspection & Testing SOP

   An electrical inspection and testing SOP for Scanel: identifying the installation, defining which tests actually apply, safety preparation, performing the tests, assessing results, and issuing an archived report, with no other job attached.

4. Electrical System Commissioning SOP

   An electrical system commissioning SOP for Scanel: pre-energization inspection and testing, a hard energization-approval gate, functional testing with a fault-resolution loop, a commissioning report and signed customer handover.

Also part of this family

• Turnkey Marine Electrical Project SOP — A turnkey marine electrical project SOP for full-scope work: Scanel owns requirements, planning, engineering, procurement, installation, testing and commissioning through documentation, customer acceptance and closeout.
• Emergency Marine Electrical Repair SOP — An emergency marine electrical repair SOP for Scanel's 24/7 service line: fault triage, an operational and safety impact decision, on-board diagnosis, repair or replacement, load-tested verification, and return to service.
• High-Voltage Electrical Work SOP — A high-voltage electrical work SOP for Scanel's strictest, safety-gated jobs: a written isolation plan, a named Authorized Person authorization gate, and a verified de-energization check before anyone touches the system.
• Generator & Electric Motor Maintenance SOP — A generator and electric motor maintenance SOP for rotating machinery: equipment identification, electrical and mechanical testing, a vibration-analysis judgment call, repair, a test-run gate, and a documented return to service.
• Electrical Engineering & Design Change SOP — An electrical engineering and design change SOP for Scanel: technical assessment, system design, drawings and schematics, an engineering review, and a customer-approval gate on the design before installation and commissioning begin.
• ATEX / EEx Equipment Service SOP — An ATEX/EEx equipment service SOP for equipment already installed in a classified hazardous area: certification verification, isolation, inspection, service or repair, and a hard compliance re-verification gate before return to operation.

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Instrumentation services

Instrumentation services is the work of a provider that specifies, installs, calibrates and maintains process instruments on a customer's plant. This family orders four SOPs in the sequence one instrument moves through them, from a customer requirement to a calibration interval adjusted on drift evidence, and adds the six procedures that hang off that chain.

1. New Instrument Selection & Specification SOP

   A new instrument selection and specification SOP: understanding process conditions, choosing the right measurement principle, checking compliance, and a customer technical-approval gate before any instrument is quoted or ordered.

2. Process Instrument Installation & Commissioning SOP

   An instrument installation and commissioning SOP: equipment verification, safety preparation, installation, electrical and mechanical checks, configuration, loop testing, calibration and a signed customer handover.

3. Instrument Calibration & Documentation SOP

   Insatech's core calibration SOP: verify traceable reference equipment, record as-found readings before adjustment and as-left readings after, then issue a certificate an auditor can follow end to end.

4. Preventive Maintenance & Calibration Planning SOP

   A preventive maintenance and calibration planning SOP for instruments under a service agreement: criticality assessment, interval determination, scheduled maintenance, drift-trend analysis and evidence-based interval adjustment.

Also part of this family

• Out-of-Tolerance Calibration SOP — An out-of-tolerance calibration SOP for Insatech: assessing how far and which way an instrument drifted, determining what it affected, notifying the customer before touching it, then correcting and recalibrating.
• On-Site Service Request & Dispatch SOP — An on-site service request and dispatch SOP for Insatech: ServiceDesk intake and triage, the remote-versus-on-site decision, technician assignment, equipment preparation, the customer visit and the service report that closes every case.
• Emergency instrument troubleshooting SOP (instrumentation service provider) — An emergency instrument troubleshooting SOP: gathering process data on a fault that isn't yet named, diagnosing which instrument is implicated, weighing safety and production urgency, then choosing a remote fix or field dispatch.
• Turnaround / plant shutdown service SOP — A turnaround and plant shutdown service SOP for instrumentation: scope and resource the shutdown window with the customer, coordinate safety, isolate, calibrate, repair and certify every covered instrument before the final report.
• ATEX Instrument Selection & Installation SOP — An ATEX instrument selection and installation SOP for classified hazardous areas: zone classification, a hard ATEX marking-verification gate, technical review, hazardous-area installation requirements, inspection and commissioning.
• Customer Project Delivery SOP: Instrumentation & Automation Solution — A customer project delivery SOP for a full instrumentation and automation solution: engineering, instrument selection, customer approval, procurement, FAT, installation, commissioning, documentation and operator training.

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Permit to work

Permit to work is the control system that turns hazardous work into authorized work: the people on site are inducted and briefed, the job is screened and assessed, isolations are applied and proved, an authorized person issues a time-limited permit at the worksite, the atmosphere is tested and kept tested, and anyone can stop the job. Five templates form the spine; eleven cover the permit types, the isolations and the yard-specific SOPs.

1. Contractor safety induction process flowchart (site access)

   Contractor safety induction flowchart template: pre-qualification check, ID and certificate checks at the gate, site rules and emergency briefing, work area walk, assessment, badge issue with an expiry and supervised first shift.

2. Toolbox talk process flowchart (daily pre-task safety briefing)

   Toolbox talk flowchart template: topic from the talk plan or a recent incident, controls from the risk assessment, the talk delivered at the workface, issues fixed, logged or stopped, attendance recorded.

3. Permit to work process flowchart (issue, suspend, hand back)

   Permit to work process flowchart template: screening, risk assessment, permit type, isolation and proving, second signature, issue and display, suspension, shift handover, hand-back and cancellation.

4. Gas testing process flowchart (permit-to-work atmospheric testing)

   Gas testing flowchart template: test called on the permit, authorised tester, calibration and bump test, oxygen then LEL then toxics, a limits decision, ventilate and retest, continuous monitoring and alarm response.

5. Stop work authority process flowchart (stop to resumption)

   Stop work authority flowchart template: stop the job and warn those affected, make the area safe, agree the hazard, fix it or escalate, authorise resumption in writing, and protect the person who stopped.

Also part of this family

• Hot work permit process flowchart (welding, cutting and grinding) — Hot work permit process flowchart template: cold-method challenge, area fire risk assessment, combustibles cleared, fire watch appointed, gas test, time-limited permit, suspension on alarm, post-work watch and closure.
• Confined space entry process flowchart (permit-required entry) — Confined space entry flowchart template: the avoid-entry test, isolation and lock-off, ventilation, gas testing, rescue cover, permit issue, attendant and monitoring, evacuation, headcount and permit cancellation.
• Lockout/tagout process flowchart (LOTO hazardous energy control) — Lockout/tagout process flowchart template: minor servicing check, equipment-specific procedure, affected employee notification, isolation, group lockbox, stored energy, zero energy verification and lock removal.
• Electrical isolation process flowchart (identify to re-energise) — Electrical isolation flowchart template: identify the circuit and every supply, decide dead or live working, isolate and lock off, prove dead, earth where required, issue the permit, work and restore.
• Energy isolation process flowchart (multi-energy process plant) — Energy isolation process flowchart template: isolation boundary and energy sources, isolation standard, scheme approval, lock and tag, purge, zero-energy proving, isolation certificate and reinstatement.
• Hot work permit SOP: gas test, fire watch, and closure — A hot work permit SOP for ship repair: gas-test the atmosphere, assign a fire watch, get dock master and HSE sign-off, then hold a mandatory post-work watch before the permit closes.

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Maintenance

Maintenance is the cycle that keeps plant running: a request or a due date becomes a work order, the work is planned against parts and a downtime window, done as preventive or corrective work, tested back into service and closed with a costed record. The templates below follow that cycle in order, with the unplanned and the specialized cases alongside.

1. Maintenance work order process flowchart (request to close-out)

   Maintenance work order process flowchart template: request approval, work order creation with type and priority, parts availability, weekly scheduling, execution, additional work handling and costed close-out.

2. Preventive maintenance process flowchart (scheduled PM)

   Preventive maintenance process flowchart template: interval or meter trigger, planned work order, parts kit, isolation, PM task list, test and handback.

3. Corrective maintenance process flowchart (planned repair of a known defect)

   Corrective maintenance process flowchart template: defect report, triage and priority, safe-to-run decision, job planning, parts and lead time, deferral approval, scheduled repair, test and failure code close-out.

4. Equipment maintenance process flowchart

   Five-lane equipment maintenance process flowchart: work request, planned or breakdown triage, job planning, spares check, permit to work and costed close-out.

5. Equipment failure investigation process flowchart (RCFA)

   Equipment failure investigation process flowchart template: investigation trigger, preserved evidence, failure mode, root cause analysis, corrective actions and monitored effectiveness.

Also part of this family

• Maintenance shutdown process flowchart (planned turnaround) — Maintenance shutdown process flowchart template: worklist and scope freeze, contractor and permit planning, readiness go/no-go, isolation, emergent-work approval, testing, start-up and close-out record.
• Preventive Maintenance & Calibration Planning SOP — A preventive maintenance and calibration planning SOP for instruments under a service agreement: criticality assessment, interval determination, scheduled maintenance, drift-trend analysis and evidence-based interval adjustment.
• Generator & Electric Motor Maintenance SOP — A generator and electric motor maintenance SOP for rotating machinery: equipment identification, electrical and mechanical testing, a vibration-analysis judgment call, repair, a test-run gate, and a documented return to service.

View the sequence

Project delivery

Project delivery is the set of controls that keep a project inside its agreed scope, cost and schedule and end it properly. The templates here are a group rather than a sequence: one governance backbone, the change and risk processes it calls, two decision trees for gates and escalations, a closure process, and two end-to-end delivery SOPs from engineering firms.

• Project Governance Process Flowchart — Project governance process template covering charter approval, roles, baselines, status and RAID, change control, steering escalation, stage gates, acceptance and closure.
• IT Consulting Project Lifecycle Flowchart — IT consulting project lifecycle template covering qualification, proposal, contract, kickoff, discovery, design, delivery, QA, client acceptance, handover and closure.
• Project closure process flowchart: delivery to sign-off — A project closure process flowchart: acceptance against criteria, snag list, handover and support, final invoicing, contract closure and sponsor sign-off.
• Project change request process flowchart (scope, cost, schedule) — A project change request process flowchart covering the change register, impact assessment, the tolerance decision, steering group approval and re-baselining.
• Project risk management process flowchart (register to closure) — Project risk management process flowchart: log the risk, assess probability and impact, escalate, choose a response, review it, and close it or raise an issue.
• Go/no-go decision process: launch readiness decision tree — A go/no-go decision tree template for launch readiness: who answers each question, and the branches to go, conditional go, pilot, no-go and abort outcomes.
• Risk escalation decision tree template — A risk escalation decision tree covering tolerance, impact threshold, authority and urgency, with named outcomes from manage locally to raise as an incident.
• Customer Project Delivery SOP: Instrumentation & Automation Solution — A customer project delivery SOP for a full instrumentation and automation solution: engineering, instrument selection, customer approval, procurement, FAT, installation, commissioning, documentation and operator training.
• Turnkey Marine Electrical Project SOP — A turnkey marine electrical project SOP for full-scope work: Scanel owns requirements, planning, engineering, procurement, installation, testing and commissioning through documentation, customer acceptance and closeout.