On Job Development Guidelines

Title: Competency Central

HMS and Service Quality Document Number:
GD-GL-HAL-PSL-OJD-11629
Region: Function/PSL/Sub PSL:
Global Cross PSL

Owner: Approved By: Job Revision By: Review Date: Version No:
PASQ Jorge Leuro Maya Nair 24-JAN-19 1.3

The purpose of this document is to provide a guide for the employee to use during the development of the related competency. Use this
detailed list while developing the performance criteria listed in the "behavioral descriptor(s)" of the competency.

Competency Description:

Principles of HMS and Service Quality

Level 1

1 - Knowledge of the Halliburton Management System.

List of Items
1 - Attend Global PASQ-Halliburton Management System (108509) training
Global PASQ - HMS Standards (WEB-BASED)

2 - Review BSD-GL-HAL-SQ-000
BSD-GL-HAL-SQ-000

3 - Review ST-GL-HAL-HMS-400 Management System

ST-GL-HAL-HMS-400

4 - Complete Global PASQ-HMS Standards (00042935) training

Global PASQ - HMS Standards (WEB-BASED)

5 - Review Stop Work Authority standard

ST-GL-HAL-HSE-0612
2 - Awareness of Incident Investigation process
List of Items
1 - Attend Global PASQ - Incident Investigations (WEB-BASED 00025041)
Global PASQ - Incident Investigations (WEB-BASED)

2 - 3- Review ST-GL-HAL-HMS-804 in HMS

ST-GL-HAL-HMS-804
3 - Knowledge of Management of Change (MOC) process
List of Items
1 - Complete Global PASQ - Management of Change Part 1: Basic Concepts
Global PASQ - Management of Change Part 1: Basic Concepts (WEB-BASED)

2 - Review HMS standard: ST-GL-HAL-HMS-712; Management of Change (MOC)

ST-GL-HAL-HMS-712

Level 2

CONFIDENTIAL - FOR INTERNAL USE ONLY by employees of Halliburton. Any review, use, distribution, or disclosure of the CONFIDENTIAL
information by or to unauthorized persons is strictly prohibited. This information is the exclusive property of Halliburton
and no warrantees or other assurances as to accuracy or completeness are made.
©, 2023 Halliburton. All Rights Reserved.

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1 - Comprehends the Halliburton Management System hierarchy.
List of Items
1 - Review BSD-GL-HAL-SQ-000
BSD-GL-HAL-SQ-000

2 - Review ST-GL-HAL-HMS-401 HMS Governance and Control of Documentation

ST-GL-HAL-HMS-401 HMS

3 - Review ST-GL-HAL-HMS-401 HMS Governance and Control of Documentation

Governance and Control of Documentation

4 - Review One View dashboard

One View

5 - Review SQ metrics that impact field operations and their importance

SQ Reporting Page

6 - Review information on CMS

CMS
2 - Comprehension of the Incident Investigation classification
List of Items
1 - Attend Incident Classification - Module 2
Incident Classification - Module 2 (WEB-BASED)

2 - Review PM-GL-HAL-HMS-804.
PM-GL-HAL-HMS-804

3 - Review different criteria to classify incidents as per Table 3 - Incident / Significant Incident Criteria in ST-GL-HAL-HMS-804
ST-GL-HAL-HMS-804
3 - Comprehension of the elements of an MOC
List of Items
1 - Work with your supervisor or SQ representative to understand the location where the local MOC documents are stored

2 - Review MOC system.

MOC
4 - Knowledge of purpose of basic audit practices, principles and methods.
List of Items
1 - Attend Global PASQ - HMS Audit Overview Part 1: Basic Concepts
Global PASQ - HMS Audit Overview Part 1: Basic Concepts (WEB-BASED)

2 - 2-Attend Global PASQ - HMS Internal Audit Part 2: Internal Audit Form
Global PASQ - HMS Internal Audit Part 2: Internal Audit Form (WEB-BASED)

3 - Ask employee to explain the purpose of HMS Internal Audit practices and principles.
ST-GL-HAL-HMS-802

4 - Ask employee to explain the basics and purpose of Local and Global HMS Audit Form with qualified auditor
FO-GL-HAL-SQ-802

5 - Attend Stop Work Authority training

Stop Work Authority (WEB-BASED)

6 - Ask employee to describe the basics of audit practices and principles.

CONFIDENTIAL - FOR INTERNAL USE ONLY by employees of Halliburton. Any review, use, distribution, or disclosure of the CONFIDENTIAL
information by or to unauthorized persons is strictly prohibited. This information is the exclusive property of Halliburton
and no warrantees or other assurances as to accuracy or completeness are made.
©, 2023 Halliburton. All Rights Reserved.

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Level 3

1 - Comprehends the relationship between Industry Standards, HMS Manual / HMS Standards, and the applicable Function
or PSL HMS documents.
List of Items
1 - Ask employee to identify the document in HMS that shows the alignment of HMS with industry standard (I.e. API, ISO etc.).
Standards

2 - Attend Global PASQ - HMS Standards (00042935).

Global PASQ - HMS Standards (WEB-BASED)

3 - Navigate to the SQ Global and PSL Operations Dashboard

SQ Global and PSL Operations Dashboard

4 - Ask employee to demonstrate where tender support information can be located in HMS.
HMS Tender Support

5 - Attend RIM 101 – Business Records HALU#58188

RIM 101 - Business Records (WEB-BASED)

6 - Attend RIM 102

RIM 102 - Understanding Your File Plan and The CRRS (WEB-BASED)

7 - Review CWI and its purpose.

CWI
2 - Comprehension of Job Packet Reviews
List of Items
1 - Review Job packet verification process with your supervisor
3 - Comprehension of Management Reviews
List of Items
1 - Refer to PRO-GL-HAL-HSEQ-501
http://halworld.corp.halliburton.com/internal/hms/quality/pubsdata/PRO-GL-HAL-HSESQ-501.pptx

2 - Refer to ST-GL-HAL-HMS-501
ST-GL-HAL-HMS-501

3 - Refer to ST-GL-HAL-HMS-505
ST-GL-HAL-HMS-505
4 - Participation in Incident Investigations
List of Items
1 - Provide evidence of successful completion of : Incident Classification - Module 3 (WEB-BASED 00023866)
Incident Classification - Module 3 (WEB-BASED)

2 - 2 - Provide evidence of successful completion of TapRoot - Incident Investigation (INSTRUCTOR-LED 00005236)

TapRoot - Incident Investigation - 3 Day Internal (INSTRUCTOR-LED)
5 - Comprehends factors that recognizes need for an MOC
List of Items
1 - Attend Global PASQ - Management of Change Part 2: MOC System Instructions
Global PASQ - Management of Change Part 2 - MOC System Instructions (WEB-BASED)
6 - Comprehends basic audit practices, principles and methods.

CONFIDENTIAL - FOR INTERNAL USE ONLY by employees of Halliburton. Any review, use, distribution, or disclosure of the CONFIDENTIAL
information by or to unauthorized persons is strictly prohibited. This information is the exclusive property of Halliburton
and no warrantees or other assurances as to accuracy or completeness are made.
©, 2023 Halliburton. All Rights Reserved.

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List of Items
1 - Complete Global PASQ - HMS Site Self Assessment Training (Internal Audit), (Instructor led : 00022478)
Global PASQ - HMS Site Self Assessment Training (Internal Audit) (INSTRUCTOR-LED)

2 - Reference HMS Document Number: BSD-GL-HAL-HMS-100B

BSD-GL-HAL-HMS-100B

3 - Reference HMS Document Number: BSD-GL-HAL-HMS-100A

BSD-GL-HAL-HMS-100A

4 - Cross-Reference with qualified auditor. HMS Document Number: BSD-GL-HAL-HMS-100C

BSD-GL-HAL-HMS-100C

5 - Reference Qualification of Internal Auditors with qualified auditor. HMS Document Number: WM-GL-HAL-SQ-602
WM-GL-HAL-SQ-602
7 - Qualified HMS Internal Auditor.
List of Items
1 - Collect evidence of successful completion of Qualification of Internal Auditors (Meets Global PSL Lead Auditor and/or Global HMS
Lead Auditor requirements)

2 - Provide evidence of performing audits with a lead auditor, entry of audit findings, proper assignment of Non Conformance Reports
(NCR)'s and opportunity for improvement (observations).

Level 4

1 - Assess how the location or PSL is performing against quality objectives or plans.
List of Items
1 - Review Journey to Zero Strategy.
Journey to Zero

2 - Provide evidence of successful completion of training for the applicable Industrial Management System
2 - Comprehension of HMS management review, associated international standards that align with HMS, and reference
documents.
List of Items
1 - Review Management Assurance Standard
ST-GL-HAL-HMS-802

2 - Review Business Support Documents; Matrix of International System Standard

BSD-GL-HAL-HMS-100A

3 - Review Matrix of HMS Standard Numbers, HMS Manual Sections, ISO 9001 and API Q2 Sections
PM-GL-HAL-HMS-401 Document Control Process
3 - Leads an Incident Investigation
List of Items
1 - Attend Halliburton SIR Process and Root Cause Analysis.
Halliburton SIR Process and Root Cause Analysis (WEB-BASED)

2 - Attend 5 Why
5 Why (WEB-BASED)
4 - Performs the MOC process and ensures that the process is followed until completion.
List of Items

CONFIDENTIAL - FOR INTERNAL USE ONLY by employees of Halliburton. Any review, use, distribution, or disclosure of the CONFIDENTIAL
information by or to unauthorized persons is strictly prohibited. This information is the exclusive property of Halliburton
and no warrantees or other assurances as to accuracy or completeness are made.
©, 2023 Halliburton. All Rights Reserved.

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1 - Refer to:

PRO-GL-HAL-HSESQ-501
5 - Qualified HMS Lead Auditor.
List of Items
1 - Attend Qualified HMS Lead Auditor. ( web based training : 00023959)
Lead Auditor Training ISO 9001 (INSTRUCTOR-LED)

Level 5

1 - Identifies barriers that inhibits continuous quality improvement.

List of Items
1 - Review barriers that exist that inhibits continuous quality improvement and what are possible solutions that can reduce these
barriers.
Continuous Improvement
2 - Contributes to the development of HMS and Industrial Standards.
List of Items
1 - Collect evidence of having participated in 2 management reviews as per ST-GL-HAL-HMS-505.
3 - Generates strategic plans and performance metrics.
List of Items
1 - Review with country and region SQ team on PSL SQ metrics
4 - Analyzes trends on Incidents and provides feedback on improvement strategies
List of Items
1 - Provide evidence of being certified as a Taproot trainer either via the Internal: Halliburton TapRooT® Trainthe-Trainer or External:
Systems Improvement TapRooT® 5 day training
5 - Prepares trend reports with data from MOC electronic system and provides feedback to the organization.
List of Items
1 - Collect training records training fellow employee on MOC process

2 - Provide evidence on how to identify MOC trends (Pareto Charts for types of changes, customers and HMS Mainstays, activity by
month, approval/rejection rate, time to approve/reject).
6 - 3rd Party Certified Lead Auditor.
List of Items
1 - Provide evidence of successful completion of training - IRCA and/or RABSQA.

CONFIDENTIAL - FOR INTERNAL USE ONLY by employees of Halliburton. Any review, use, distribution, or disclosure of the CONFIDENTIAL
information by or to unauthorized persons is strictly prohibited. This information is the exclusive property of Halliburton
and no warrantees or other assurances as to accuracy or completeness are made.
©, 2023 Halliburton. All Rights Reserved.

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