Service Rig Walk Around

Don't be Lazy
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P bar Y Safety Consultants Alberta Canada
Workover Checklist
Checklist Sections:

General Safety
Guying & Foundation
Derrick & Carrier
Drawworks & Rig Floor
Tools & Equipment
Well Control Equipment
Safety Equipment & Practices
Dog house and Crew Truck

Rig Checklist General Safety
ENTRANCE TO LOCATION
SIGNS PRESENT TO
ADVISE VISITORS AND
CONTRACTOR
EMPLOYEES OF
REPORTING
PROCEDURES, 'NO
SMOKING', AND
PERSONAL PROTECTIVE
EQUIPMENT
REQUIREMENTS
Road Safety is Everyone's Business!
The Oil Patch Is A Dangerous Place

WHY BE CONCERNED WITH EMPLOYEE
SAFETY?
Safety is good business
Right thing to do
Improves employee morale/protects your most valuable
resource
Controls costs (direct and indirect)
Safety and health excellence correlates with business
excellence (quality, efficiency, profitability)
Protects the reputation of the company (Good will from the
community could mean fewer confrontations and delays)

Hazards In The Oil Field
Production Rigs / Workover Rigs
Production Rigs / Workover Rigs - involving
rotary, pump, pits, and auxiliaries to permit
handling and working a drill string. Examples
of maintenance activities associated with the
well when using these devices include:
Removing the horse head (pumping unit only)
Removing the wellhead
Pulling and running rod
Pulling and running tubing
Well Services
Special services operation activities include:
Wireline operations
Well logging
Perforating
Cementing
Stimulation
Swabbing
Hot Oiling
Snubbing
Coil Tubing
Some Potential Hazards and Their
Sources
Hazard

Source

Struck by
Falling/moving pipe; tongs and/or spinning chain, kelly, rotary table, etc.;
high pressure hose connection failure causing employees to be struck
by whipping hose; tools/debris dropped from elevated location in rig;
vehicles

Caught
in/Between
Collars and tongs, spinning chain, and pipe; clothing gets caught in rotary
table/drill string

Fire/Explosion/
High Pressure
Release
Well blowout, drilling/tripping out/swabbing etc. results in release of gas
which might be ignited if not controlled at the surface; welding/cutting
near combustible materials, uncontrolled ignition sources near the well
head, e.g., heater in the doghouse, unapproved or poorly maintained
electrical equipment; aboveground detonation of perforating gun

Rig Collapse
Overloading beyond the rated capacity of the rig; improper
anchoring/guying; improper raising and lowering the rig; existing
maintenance issues with the rig structure which impacts the integrity

Falls
Fall from elevated areas of the rig, i.e., stabbing boar, monkey board,
ladder, etc.; fall from rig floor to grade

Hydrogen
Sulfide (H
2
S)
Exposure
H2S release during drilling, swabbing, perforating operations, etc. resulting
in employee exposures; production tank gauging operations, gaugers
sometimes exposed to H2S

COMPLIANCE vs. PERFORMANCE

Compliance is reactive rather than proactive
and can only address problems after they
happen.
Performance sets goals and uses past
performance to look forward.

Fatalities
Lost Time
Unsafe Acts / Conditions
At Risk Behaviors
Near Miss
First Aid
Recordable Injury/Illness
Performance Metrics
Attitudes
(set up conditions,
behavior)
Program
Elements
Physical
conditions
Behavior
(action)
- Perception
surveys
- Training
- Accountability
- Communications
- Planning &
Evaluation
- Roles &
Procedures
- Incident
Investigations
-Inspections
-Audits
-Risk
assessments
-Prevention &
control
-Observations
-Feedback
loops
Incident
or Near
Miss
- OSHA
Recordables
- Lost
Workdays
- Restricted
Workdays
Leading
metrics
Trailing
metrics
WAYS TO INVOLVE EMPLOYEES
Regular communication with employees on the
subject of safety, risk, and hazards
Provide access to information
Provide ways to participate in the program
e.g., worksite self inspections, safety and health annual
evaluation process, incident investigation
Provide ways to report hazards, injuries, and make
recommendations to control hazards
Performance Architecture

Behavior

Systems

Culture

Safety is a Value in the Organization
And is Integrated into the Fabric of the Management Process
Building Blocks for a Performance Focus
The organization has
management systems that
ensure that objectives,
processes and resources are
adequate and effective and
continuously improving
Staff at all levels
has the knowledge and
is empowered to
intervene to support
safe work. Safety is
everybodys job
Management constantly
and consistently sends
the message that the
organization is fully
committed to safe work
and that accidents are
preventable and
unacceptable
Hard Hat
Safety
Rig Checklist General Safety
PUMPS, TANKS, AND OTHER AUXILIARY EQUIPMENT EXHAUSTS
POSITIONED MINIMUM OF 50 FEET AWAY AND CROSSWIND OR UPWIND
FROM THE WELL HEAD. SPARK ARRESTORS ARE REQUIRED ON ALL
EXHAUSTS WITHIN 100 FEET OF THE WELLHEAD.
50 Foot Min.
In Alberta Part 37 Oil and Gas Wells
Application
750 This Part applies to activities and auxiliary processes associated with
exploring for and drilling, operating or servicing wells for gas, crude oil or
geothermal energy.
Competent supervisor
751(1) An employer must appoint a supervisor to supervise an exploration,
drilling, servicing, snubbing, testing or production operation.
(2) An employer must ensure the supervisor is competent in each of the
following that is within the supervisors area of responsibility:
(a) safe work practices, including the safe operation of a plant at the work
site;
(b) the safe handling, use and storage of hazardous substances;
(c) well control and blow out prevention;
(d) detecting and controlling worker exposure to hydrogen sulphide;
(e) handling, using, maintaining and storing personal protective
equipment;
(f) appropriate responses to emergencies at the work site;
(g) the duties and responsibilities of all workers supervised by the
supervisor;
(h) training workers supervised by the supervisor in safe work practices
and procedures;
(i) health and safety programs.
Operating load of derrick or mast
753(1) An employer must ensure that the maximum safe operating
load of a
derrick or mast
(a) is specified in the manufacturers specifications or specifications
certified by a professional engineer,
(b) is prominently displayed on the derrick or mast, and
(c) is not exceeded.
(2) If a structural modification or repair is made to a derrick or
mast, an
employer must ensure that
(a) the structural modification or repair is certified by a professional
engineer,
(b) the maximum safe operating load of the derrick or mast is
determined
and certified by a professional engineer, and
(c) the load marking on the derrick or mast is replaced if the maximum
safe operating load is changed.
Personal Protection
Hard hats protect
against against
impacts from falling
objects or debris,
electrical shocks and
burns, penetration
and flammability.
Safety is no accident!
When hard hats are required
employees should know:
Proper hard hat use (how to put on, wear, adjust,
remove)
When it is necessary to use a hard hat
What kind of hard hats are necessary
The limitations of hard hats in injury protection
How to properly clean and maintain hard hat

Rig Checklist Guying
Section A

Power lines
Rig driver Permits
& insurance
Fall lane of derrick is
clear -
50 foot spacing on
exhaust
Spark arrestors

Key Energy Services
Rig Fall Line For
96 ft. Derrick
100 ft 100 ft
100 ft
MINIMUM OF 10' CLEARANCE
FROM GUY LINES AND OTHER
EQUIPMENT TO OVERHEAD
POWER LINES When checking
fall lane include the length of
the derrick plus any
attachments to the ground and
add 10. For example if the
derrick is 92 and the carrier is
5 and there is a light attached
to the top of the derrick and it
sticks up 5 then you have a
total of 102 of derrick plus 10
clearance for a total fall lane of
112. The power lines must be
112 from the well.
NO VEHICLES OR EQUIPMENT
ARE PARKED WITHIN THE
FALL LANE OF THE DERRICK
FOUR GROUND TO CROWN GUY
WIRES AND TWO TUBING
BOARD GUY WIRES Check for
condition of anchors and if they
have pull test tags on anchors. If
not then check to see if
production office has
documentation the anchors have
been pull tested within the last
two years. Have well operator fix
whatever issues are found on the
anchor system.


Guying
Position, tension and
condition
Flagging
Anchor testing
Tubing board guy lines
crossed
Internal load guys
Outriggers
Rig Checklist Foundation
RIG FOUNDATION IS ADEQUATE FOR SOIL
CONDITIONS, SPOTTING, AND GUYED TO
MANUFACTURER'S SPECIFICATIONS OR
ENGINEERED ALTERNATIVE SUCH AS A BASE BEAM
Rig Checklist Mast/Derrick

MAST SPECIFICATION PLATE PRESENT AND LEGIBLE This is usually on the
derrick leg or somewhere in the vicinity of where the operator is. It will show
the derrick serial number and what the lifting loads would be with different
strung lines. This could be 4, 6, 8 etc. lines strung.
MAST
SPECIFICATION
PLATE

General Condition

Derrick ladder straight and
secure -rungs begin within 18
inches of the ground or deck

Derrick fall protection in
place that provides 100% fall
protection

Tubing board and rod basket
in good condition

Y-base locking pins/bolts are
in place with safety pins or
nuts tight Pivot pins
trapped

Acceleration due to Gravity
Special case of Uniform Acceleration
Constant force acting on an object
imparts uniform acceleration
Gravity is a constant force
Any dropped object accelerates uniformly

Measuring the Acceleration due to
Gravity
Falling Objects
Bottom Line You Build Speed and Weight as you Fall

Derrick Components
Latch dogs must be verified by derrickman and
flagged before pulling on anything with blocks.
Scoping ram stabilizers functional and in a
horizontal position.
Crown sheave guards in place.
Rod and tubing fingers secured.
Circulating hose, standpipe and light secured.
Crown a contrasting color.
SAFETY CHAINS/LINES ON ALL TUBING BOARD FINGERS
See Any Chains
Monkey Board Fingers
3 Clips and Thimble in Cable Eye-GOOD
No Safety Chains on Tubing Fingers-BAD
Rig Checklist Rig Carrier

RIG SHIFTED FROM ROAD TO WINCH POSITION This
is a shift lever either by the engine or somewhere close
to the middle of the rig carrier. See that it is locked into
position and pinned.
Rig Checklist Drawworks/
Winch

Tubing and winch lines inspected daily, weekly and monthly.
Rig Checklist Drawworks &
Winch
Check that Sand Line and Cable
Rig Checklist Drawworks &
Winch
Inspect and Re-inspect
Rig Checklist Tools and
Equipment
DOCUMENTATION OF API
INSPECTION (AS PER API RP 8B,
CATEGORY III) FOR ALL
ELEVATORS, BAILS, AND OTHER
HOISTING EQUIPMENT BY A
COMPETENT PERSON WITHIN
THE LAST YEAR AVAILABLE
Rig Checklist Tools &
Equipment
ELEVATORS SIZED AND MANTAINED FOR TUBING IN USE

LATCHES MUST OPERATE FREELY AND LATCH SECURELY, NO EXCESSIVE
SLACK IN HINGE POINTS

Equipment

ROD TRANSFERS MUST BE EQUIPPED WITH A SAFETY RING OR LATCH AND
ATTACHED TO ROD TRANSFER CABLE WITH A CLEVIS.

ROD TRANSFERS SHOULD BE REMOVED FROM THE DERRICK WHEN THEY
ARE NOT IN USE
Equipment

BACK UP CABLE (SNUB LINE) INSTALLED TO
SEPARATE ANCHOR POINT FROM STIFF ARM ON
TONGS.

DOOR GUARD USED AND SPRING KEEPS GUARD
CLOSED.

STIFF-ARM INSTALLED WITH BOLT, NUT, AND
RETAINER CLIP. Use a 5/8 grade 8 bolt or greater for
the stiff arm and snub line pin.
Rig Checklist BOP Equipment
SIGN OR OTHER DEVICE USED
WHEN BOP'S ARE CLOSED This
should be a sign or device attached to
the brake control and easily
recognized by the operator of the rig
when the BOP equipment is closed.

Manual closing wheels are to be
securely attached to the ram shafts.

Accumulator controls are to be in the
open or closed position not
neutral.

Rig Checklist Circulating
Equipment

ALL PUMP LINES, NIPPLES, AND CIRCULATING HOSES
RATED AT OR ABOVE THE RATED WORKING PRESSURE
OF THE PUMP.

Safety devices are in place if pressure is exceeded such
as pop-off relief valves with manufacturer approved
shear pins. Relief lines are tied back into the return tank
and the line is secured to the tank.

Pump fan, alternator, lubricating pump belt and swabs are
properly guarded to prevent contact.
Rig Checklist Circulating
Equipment
SAFETY CLAMPS/CHAINS ON CIRCULATING
HOSE/KELLY HOSE
Safety Clamp
F
Rig Checklist Safety
Equipment &
Practices
GERONIMO UNIT INSTALLED
[Proper angle of line which should be 2 times height i.e. 60 height = 120 run | If flagged
used proper materials (no rags, ropes) use vinyl or plastic tape only | Handle on the right
side of line and attached properly to derrick]
INSTALLATION
RIGHT
WRONG
WRONG
WRONG
USE
1. To Go Move handle in direction A
A
B
2. To Stop or Slow Move handle in
direction B
1. Cable length should be twice the Height (Length + 2 x Height)
2. Cable size-7/16 or 1/2 plow steel standard six strand
3. Slack-6 feet of sag
4. Dead man must be able to support a
cable pull of 3000 lbs.
CAUTION
Do not attempt to field repair
when worn or damaged.
Dispose of and replace
Dead Man
App. 5
H
E
I
G
H
T

Standing Kink in Geronimo Line
Attachment of Geronimo
Line to Permanent Anchor
1 Clip
Equipment &
Practices
GERONIMO UNIT INSTALLED

Proper angle of line which should be 2 times height
i.e. 60 height = 120 run.

If flagged used proper materials (no rags, ropes)
use vinyl or plastic tape only.

Handle on the right side of line and attached
properly to derrick or tubing board escape gate.
Equipment &
Practices
SUFFICIENT FIRE
EXTINGUISHERS PRESENT
AND INSPECTED
[Minimum 20 lb. BC or ABC
type within 50 feet of any
potential flammable
hazards (electrical or
hydrocarbon | properly
inspected and tagged] with
a minimum of 60# of
extinguisher capacity for
rig locations.

Equipment &
Practices
HAZARD COMMUNICATION PROGRAM, SPILL
CONTROL PLAN, AND EAP IN PLACE AND TRAINED

MSDS SHEETS UPDATED & IN PLACE FOR PRODUCTS
ON LOCATION
Equipment &
Practices
EACH CREW HAS AT LEAST
ONE TRAINED PERSON(S)
IN CPR/1ST AID

FIRST AID SUPPLIES ARE
READILY AVAILABLE
EYE-WASH AND BODY
FLUSH ARE AVAIALABLE
WHEN CAUSTICS OR
CORROSIVES ARE
PRESENT
EMERGENCY PHONE
NUMBERS ARE ACCURATE
AND AVAILABLE

Equipment &
Practices
ALL PERSONAL PROTECTIVE EQUIPMENT NEEDED FOR JOB AVAILABLE
Equipment &
Practices
CONFINED SPACE
PROGRAM IN PLACE,
TRAINED AND DISCUSSED

LOCKOUT / TAGOUT
PROGRAM IN PLACE ,
Confined Space Program
Lockout/Tagout Program
Equipment &
Practices
HOT WORK PERMITTING
PROGRAM IN PLACE ,

H2S CONTINGENCY PLAN
IN PLACE , TRAINED,
DISCUSSED & EQUIPMENT
AVAILABLE (IN AREAS
WHERE H2S IS PRESENT)
Hot Work Permits
H2S Plan
Listed below are a few of the standard systems and equipment now on many of the service and
drilling rigs around the world for fall protection while at height:
Sealed self retracting lifelines installed at the crown and/or LADSAF ladder safety systems installed
for protection while climbing the derrick ladder.
A sloped line cable or boom arm installed over the monkey board to provide an anchor for a
smaller self retracting lifeline used for secondary protection to the primary positioning lanyard by the
derrick-hand while tripping.
New harness designs specific for use by rig workers for added comfort and safety are now standard.
Horizontal lifelines installed for use by workers when rigs are laid over and in other areas such as
above the BOPs and stabbing board.
Fall protection equipment lockers including anchoring products, double legged lanyards and extra
self retracting lifelines
With the changes that we have seen in fall protection and rescue in this industry there are
still many other systems and equipment that could be implemented for added safety. Some
include:
New sloped line escape systems to replace the aging and often unsafe Geronimo escape
system.
Man rated tuggers (winch lines) and/or new load limiters that can be used to safely raise
workers to difficult to access areas up the derrick.
Rig Floor/Deck Horizontal Lifeline Systems are now starting to become required and
installed during rig up and
down while guardrails are removed.
Trauma suspension systems and high angle rescue products for use post fall arrest.
. The next hurdle to now overcome includes the challenge of providing comprehensive
training for workers using the equipment; a10 minute doghouse talk just doesnt cut it...
Stop Work process
If an individual will not
respond to questioning,
you may need to stop
the work and call for
their immediate
supervisor.
Do not allow anyone to
continue to work in an
at-risk situation.
Scan the work site
for safe or at risk
behaviors
STOP ALL WORK
Control the hazards
then assemble in a
safe area
Tell me what you
are doing and why
you do it this way..
Thats great! Thank
you for doing this job
safely!
How could you be
injured?
How could you do
this more safely?
Will you do it that
way in the future?
No one is in
immediate danger
Could you stop for a
moment and talk with
me?
Someone is in
immediate danger
Do you need anything
to help you work
safely?
Thank you for caring
about yourself and
everyone else!
Stop Work Authority

Who is
responsible for
correcting unsafe
behaviors and
conditions?

YOU
have the right
and obligation
to stop unsafe
operations!
Rig Checklist Closing

Performing a full inspection of any worksite requires a
variety of skills and knowledge;

Knowledge of the work being performed keep
yourself out of danger.
Knowledge of the equipment and the standards that
relate to it.
The ability to recognized actions or situations that
place people at risk.
The skill and the will to intercede set and maintain
high standards to prevent incidents.

SAFETY EXCELLENCE MODEL
Management
Commitment
Systems
Safety and Health
Site Leadership
Employee
Involvement

Service Rig Walk Around

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Don't be Lazy

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