PSSR: Equipment Turnover Checklist
Checklist that ensures a smooth and thorough handover of equipment, verifying its condition and functionality, and documenting any issues before the next user takes possession, ultimately promoting safety and efficiency.
Ergon - Lubbock 14842
01/21/2025
PSSR: Equipment Turnover Checklist
Checklist that ensures a smooth and thorough handover of equipment, verifying its condition and functionality, and documenting any issues before the next user takes possession, ultimately promoting safety and efficiency.
PSSR Team
Operations Representative
Equipment
Notes
All items marked as "Flag/Fail" must have Additional Notes at the bottom and a Corrective Action Work Order Created.
Fail (Critical Finding) = A safety, environmental or equipment non-conformance that must be corrected prior to putting a system in service.
Flag (Non-Critical Finding) = An incomplete task that is not critical and may be completed after the system is put in service.
General
Bumping/Tripping Hazards Mitigated
LOTO Removal for Start Up Adequate
Heat Tracing Installed
Cleanup Complete
Civil/Structural
Grouting Complete
Foundation Complete
Proper/Adequate Drainage
Piping
Flange Makeup Correct
Proper Bolting Installed
Proper Gasketing Installed
Plugs Installed
Blinds/Pancakes/Skillets Removed
Ensure relief valves are not blocked in
CPVC/PVC fittings glued and secured
Mechanical
Motor Rotation Verified & Labeled
Equipment Alignment Complete
Couplings Installed
Guards Installed
Lubrication Complete
Equipment Hold Down Bolts Tightened
Oil Levels Adequate
Anchor Bolts Tightened
Insulation Blankets Installed
Instrumentation/Electrical
Instrument Calibration Complete
Alarms Active & Verified
Grounding Complete
Wiring Labeled
Breakers Labeled
Motor Lead Connections Tightened
Gauges Installed
Automated Device Controls Verified
Tanks/Vessels
Tank Clear of Debris/Contaminants/Water
Relief Valves/PVSV's/Explosion Hatch Installed
Blinds/Pancakes/Skillets Removed
Anchor Bolts Tightened
Gaskets Installed
Insulation Complete
Tank Flange Bolts Installed/Torqued
Quality Control Requirements Met (Hydro, coating, etc.)
Vents Clear of Debris/Blockage
Safety Signage in Place (NFPA, Safe Fill, Confined Space)
Hot oil/Steam Return or Bleeder Valves Open for venting
Leveling Devices Calibrated and Operational
High Level Alarms/Emergency Shutdowns Operational
Findings
Critical Findings? (Fail)
if the answer is "oneOf [Yes]"
Est. Completion Date
Assigned to complete
Comments
Non-Critical Findings? (Flag)
if the answer is "oneOf [Yes]"
Est. Completion Date
Assigned to Complete
Comments
Return to service date
Manager's signature
Click here to sign
Source: Ergon - Lubbock 14842 (Community Member)