Regular procedures for the pre-shift and post-shift meetings of the instrumentation team

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This post was last edited by HaiChuanLaoYu on 2026-5-5 08:10. The pre-shift and post-shift meetings for the instrumentation team are important elements in ensuring a systematic approach to instrument maintenance. Pre-shift meetings focus on \"task assignment and risk prevention,\" while post-shift meetings focus on \"task review and issue analysis.\" The specific procedures are as follows: I. Procedures for the instrumentation team’s pre-shift meeting (10–15 minutes) Core objectives: clarify daily tasks, identify risks, assign responsibilities, and ensure that work is carried out in an orderly manner. 1. Personnel sign-in and status verification (1–2 minutes): The team leader takes attendance, confirms who is present, and asks about the physical/mental state of team members (to prevent fatigue or working while ill) ； Check whether the qualifications of special operation personnel (such as high-altitude work permits and hot work permits) are valid (for the special operations scheduled for that day). 2. Handover from the previous shift (2–3 minutes): Briefly describe the tasks completed in the previous shift (such as fault resolution, calibration tasks) ； Highlight the reasons for unfinished tasks, the current progress, and the matters that need to be addressed by the team (e.g., “The calibration of the level gauge in Tower #5 has been suspended due to a lack of spare parts; priority should be given to securing these parts today”). 3. Daily task assignment (3–4 minutes): Clearly define tasks based on priority. Urgent tasks: Production-affecting malfunctions (e.g., failures of flow/pressure transmitters); specify the person in charge and the deadline ； Scheduled tasks: regular inspections (routes, key instruments to be checked), calibration (such as temperature sensors, valve positioners), preventive maintenance (such as tightening of wiring terminals) ； Collaborative tasks: Operations that require coordination between process and electrical teams (such as stopping meters or cutting power), with designated contacts and deadlines specified. 4. Safety and Risk Warnings (3–4 minutes) – Risks specific to the operational environment: Process risks: Protection against the properties of the substances involved (toxic, flammable, explosive) (e.g., wearing gas masks, conducting explosion tests) ； Job risks: Working at heights (safety belts, supervision), confined spaces (ventilation, gas testing), working on live electrical equipment (electricity testing, lockout/tagout) ； Environmental risks: severe weather (anti-slip, lightning protection), night operations (lighting, communication). Emphasize work permits: \"No work without a permit, no work if safeguards are not in place,\" and clarify the responsibilities of supervisors. 5. Coordination of tools and resources (1–2 minutes): Verify that the tools (calibrators, multimeters), spare parts (sensors, cables), and documents (work permits) are all available; arrange for replacements promptly if any are missing. 6. Q&A and Mobilization (1 minute) Members ask questions, team leader provides answers ； Reaffirm the core objectives, clarify the communication methods (walkie-talkie channels, emergency contacts), and disband. II. Post-shift meeting procedure for the instrumentation team (10–20 minutes): Core objectives – summarize daily work, review issues, gain experience, and improve future tasks. 1. Review of work completion (3–5 minutes): Each member reports on the tasks completed that day: Completed items: specific metrics (such as “#2 pump vibration transmitter calibrated successfully”), methods used, and results ； Uncompleted items: Reason (e.g., “process timer not stopped”, “spare parts not arrived”), next steps ； Team leaders check the task list to confirm progress. 2. Problem and anomaly analysis (4–6 minutes): Review the problems that occurred during the task: Technical issues: such as \"excessive calibration deviation of the flow meter, attributed to contamination of the sensor probe\"” ； Collaboration issues: such as “delays in coordination with the production process, resulting in task overruns”” ； Safety hazards: Such as fluctuations in gas levels in confined spaces; operations have been suspended and ventilation has been restarted” ； Collectively discuss solutions (e.g., “establish a regular cleaning schedule for probes”, “optimize the collaboration and coordination process”). 3. Sharing of experiences and lessons learned (2–3 minutes): Members share effective practices (e.g., “tips for quickly identifying stuck valves”) ； Summarize the lessons learned (e.g., “Rework occurred due to failure to check the spare part model; stricter verification of spare parts is required”). 4. Data recording and handover (2–3 minutes): Complete the records by entering calibration data, malfunction handling forms, and inspection records into the system or archiving them ； Handover to the incoming shift: unfinished tasks, instrument conditions that require attention (such as \"Fluctuations in the level gauge signal for Tank #1; marked for monitoring\"), and the status of tools and spare parts. 5. Summary and arrangements (1–2 minutes): The team leader evaluates the work done that day, praises the positive aspects, and highlights areas that need improvement ； Arrange preparations for the next day (e.g., “Apply in advance for permission to calibrate the pressure gauge of Furnace #3”). Key difference: Pre-shift meetings: “Planning in advance”, focusing on “what to do and how to do it safely”” ； Post-meeting session: “Post-event closure,” focusing on “what was done, how problems were solved, and how to improve.” Through the integration of pre-shift and post-shift meetings, it is possible to standardize and transparentize the entire workflow of operations, thereby improving the efficiency and safety of instrument maintenance.