Imist

OPITO APPROVED STANDARD
Oil & Gas Industry

International Minimum Industry
Safety Training (IMIST) Standard
OPITO Standard Code: 5312

OPITO Approved Standard
International Minimum Industry Safety Training (IMIST) Standard
© OPITO
OPITO STANDARDS
OPITO is an Industry-owned not-for-profit organisation that exists solely to service the needs of
the Oil and Gas Industry.
OPITO is employer led in all aspects of what it does, therefore all standards development
activities are at the behest of industry employers. The standards are driven by the needs of
employers to help create a safe and competent workforce.
This standard is owned by the Oil and Gas Industry and maintained by OPITO who are the
nominated custodians of all Industry standards within the OPITO portfolio which carry the
OPITO logo.
The contents of this document were developed by an industry workgroup facilitated and
supported by OPITO. The workgroup consisted of representation from a cross section of oil and
gas industry employers, discipline experts working within the industry and members of the
OPITO Approved Training network.
This standard has been verified and accepted through the governance and integrity
management model for OPITO standards.
Guidance on this standard is available by contacting OPITO at: Standards enquiries
This standard has been designed to accommodate global variations in national legislation
and regulations. In the absence of relevant national legislation and regulations, OPITO
approved centres should use legislative and regulatory criteria specified within this Standard
© OPITO
All rights reserved. No part of this publication may be reproduced, stored in a retrieval or
information storage system, or transmitted in any form or my any means, mechanical,
photocopying, recording or otherwise, without prior permission in writing of the publishers.
Revision 0 (Nov 2010) Amendment 4 (Jan 2013) Page 2 of 33

© OPITO
AMENDMENTS
AMENDMENT & DATE PAGES CHANGES CHECKED BY APPROVED
MADE BY BY
New Standard Rev 0
All P Crowther M. Foo P. Lammiman
24-Nov 2010
Removed ‘offshore’ in Module 1
1 and Module 7 titles Various M. Carr M. Foo P. Lammiman
13 Apr-2011
Removed offshore references
throughout Standard and replaced
2 Various M. Foo M. Carr P. Lammiman
with ‘oil and gas operations’
25 August-2011
Amended Appendix 1 to include
more relevant OPITO information.
Appendix
3 M. Foo M. Carr P. Lammiman
1, page 32
Revision 0 Amendment 3
23-August 2012
Replaced Course Code with
Standard Code in Title Page and
amended reference to ‘course
identification code’ with ‘OPITO
registration code’ under section
Title Page,
4 D.3 Certification - to align with M. Foo M. Carr P. Lammiman
Page 30
other OPITO standards
Revision 0 Amendment 4
10-January 2013
Any amendments made to this standard by OPITO will be recorded above.

© OPITO
Contents
Introduction and Course Description ..................................................................................... 5

SECTION A The IMIST Training .......................................................................................... 6
A.1 TARGET GROUP ............................................................................................................ 6
A.2 DELEGATE PRE-REQUISITES ........................................................................................... 6
A.3 PHYSICAL AND STRESSFUL DEMANDS OF THE COURSE ..................................................... 6
A.4 AIMS AND OBJECTIVES ................................................................................................... 6
A.5 LEARNING OUTCOMES .................................................................................................... 7
A.6 DELEGATE PERFORMANCE ASSESSMENT ........................................................................ 9
A.7 DURATION OF TRAINING AND DELIVERY OPTIONS ...........................................................10
A.8 DELIVERY THROUGH CBT .............................................................................................11
A.9 THE TRAINING PROGRAMME ..........................................................................................11
SECTION B Refresher Training .........................................................................................27
SECTION C Resources .......................................................................................................27
C.1 STAFF ..........................................................................................................................27
C.2 TRAINER/DELEGATE RATIO ...........................................................................................27
C.3 FACILITIES....................................................................................................................28
C.4 EQUIPMENT ..................................................................................................................29
SECTION D Administration and Certification ...................................................................30
D.1 JOINING INSTRUCTIONS .................................................................................................30
D.2 PERIODICITY ................................................................................................................30
D.3 CERTIFICATION .............................................................................................................30
D.4 COURSE ADMINISTRATION .............................................................................................31
Glossary ..................................................................................................................................32
Appendix 1 ..............................................................................................................................33

© OPITO
Introduction and Course Description
The oil & gas industry operates in some of the most dangerous environments in the world.
Hazards are expected in this setting and must be controlled.
Improvements in technology, workforce involvement, infrastructure care and rig operations have
led to recent reductions in injuries and incidents but, it is recognised, more still needs to be
done. It is believed that improved base line safety training is likely to improve the situation by
ensuring that all personnel have the necessary safety awareness and basic skills training to
recognise and avoid risk.
To address this need, companies in the UK North Sea, along with Step Change in Safety,
agreed to develop an introductory training programme that would introduce the key safety
elements required by all employees.
Employers, through the Middle East Africa and Asia Pacific Employers Forums, from oil and gas
regions around the world have asked for an equivalent programme to be developed to meet the
global needs of the oil and gas industry. In response to this request, OPITO, in conjunction with
industry representatives, has developed an International Minimum Industry Safety Training
standard suitable for use irrespective of location.
The course can be offered at an OPITO approved training establishment or be employer led
(OPITO approval required).
The OPITO “International Minimum Industry Safety Training” (IMIST) is highly recommended
for all inexperienced employees in the Oil & Gas Industry.

© OPITO
SECTION A The IMIST Training
A.1 Target Group
This introductory safety training programme is designed to introduce the fundamental safety
elements of the oil & gas industry to new starts, giving an appreciation of the potential hazards
and controls that might be encountered by personnel. Each unit has been designed to focus the
delegates’ attention on their personal responsibility for safety thus influencing their behaviour
and attitude towards their co-workers, the oil and gas operations and the environment.
A.2 Delegate pre-requisites
No pre-requisites are required.

A.3 Physical and stressful demands of the Course
There are no specific medical requirements, although personnel must have a current offshore
medical certificate before being allowed to work offshore.
A.4 Aims and objectives
The aim of the IMIST programme is to introduce delegates to the key safety elements required
by all employees working in the oil and gas industry. It also ensures the knowledge and
understanding of these basic safety elements are maintained and current amongst the existing
workforce. The Learning Outcomes of the programme are contained in section A5.

© OPITO
A.5 Learning outcomes
During the Introductory Safety Training Programme candidates will gain an awareness of the
variety of tasks and the safety risks to be found in the oil and gas industry. They will be required
to demonstrate a sufficient level of knowledge and understanding of the following key areas:
At the end of each module the delegate must be able to explain:
MODULE 1 INTRODUCTION TO THE HAZARDOUS ENVIRONMENT

1.1 Major hazards that could occur in oil and gas operations
1.2 Daily hazards associated with living and working in oil and gas operations
MODULE 2 WORKING SAFELY INCLUDING SAFETY OBSERVATION SYSTEMS

2.1 The legislative framework surrounding oil and gas operations
2.2 Significant safety practices that have arisen with common regulations
2.3 The significance of a Safety Case and personal access to the document
2.4 The role of safety committees, safety meetings and safety representatives in oil and gas
operations
2.5 Toolbox Talks – what they include and where and when they should be held
2.6 The function of a Safety Observation System and how to carry out an intervention
2.7 Understanding how personal actions might influence safety
MODULE 3 UNDERSTANDING THE RISK ASSESSMENT PROCESS

3.1 The difference between hazard, risk and controls
3.2 The steps of a risk assessment and the use of a risk matrix
3.3 Applying controls to bring the risk down to ALARP
3.4 The need for continuous risk assessment
MODULE 4 TASKS THAT REQUIRE PERMIT TO WORK

4.1 Objectives of a PTW system and how permits are generated
4.2 Using a PTW and how to re-instate the permits after breaks
4.3 Personal responsibility in the PTW system
MODULE 5 PERSONAL RESPONSIBILITY IN MAINTAINING ASSET INTEGRITY
5.1 The concept of asset integrity

5.2 Why some items and systems are safety critical
5.3 Employer responsibility for asset integrity
5.4 Personal responsibilities for asset integrity
Continued.
© OPITO
MODULE 6 USING MANUAL HANDLING TECHNIQUES EVERY DAY

6.1 The source of manual handling hazards in oil and gas operations and the types of
injuries that might be sustained
6.2 Factors contributing to manual handling incidents
6.3 The importance of ergonomic design and the best methods for manually lifting objects
6.4 Team operations and communication methods
6.5 How mechanical aids reduce manual handling incidents
MODULE 7 CONTROLLING THE USE OF HAZARDOUS SUBSTANCES
7.1 Regulations and guidelines dealing with chemical hazards in oil and gas operations
7.2 The sources of chemical hazards in oil and gas operations
7.3 How personnel come into contact with hazardous substances
7.4 Sensitisation and the difficulties of monitoring its effect
7.5 Hazard symbols and common examples in oil and gas operations
7.6 Employers’ duties under regulations for hazardous substances
7.7 Employees’ duties with regulations for hazardous substances
7.8 Reading labels on chemicals and using MSDS
7.9 Monitoring workers’ exposure
7.10 PPE specific to chemical applications
MODULE 8 KNOWLEDGE AND PRACTICES OF WORKING AT HEIGHT
8.1 What is meant by working at height and factors to consider before commencing work
8.2 WAH hazards and how they can be controlled
8.3 Basic use of ladders, scaffolding and MEWPS
8.4 Signing for and being responsible for tools aloft
MODULE 9 BEING AWARE OF MECHANICAL LIFTING ACTIVITIES
9.1 The magnitude of objects to be lifted in oil and gas operations and why lifting hazards
need to be controlled
9.2 Roles of the Competent Lifting person, the Banksman, Slinger and Rigger
9.3 Personal responsibility such as obeying area restrictions and keeping clear of lifting
operations
At the end of the following modules the delegate should be able to demonstrate:
MODULE 2 WORKING SAFELY INCLUDING SAFETY OBSERVATION SYSTEMS

A. How to complete a Safety Observation Card in an appropriate style
MODULE 3 UNDERSTANDING THE RISK ASSESSMENT PROCESS

B. How to prepare a risk assessment using a risk matrix
MODULE 4 TASKS THAT REQUIRE PERMIT TO WORK
C. Completion of the key elements of PTW documentation
MODULE 6 USING MANUAL HANDLING TECHNIQUES EVERY DAY
D. The elements of a good individual lift, a team lift with appropriate communications and
correct loading/unloading methods for using a trolley
© OPITO
A.6 Delegate Performance Assessment
Delegates attending this training programme will be given a series of explanations and
demonstrations which will identify what they are expected to know and do.
At the end of each module, candidates will be given a short test which will allow them to
demonstrate their knowledge and understanding of the course content. A pass mark of 80% is
required for each test.
Four modules also have practical components in which the delegates will take an active part.
These exercises should be checked for accuracy by the training provider and results fed back to
the delegates. (These exercises will form an integral part of the modules and will be reviewed/
corrected by the training provider where required. They will not contribute to the final pass/fail
decision.)
Any delegate failing to meet the expected learning outcomes as the course progresses can be
given additional training. However, it should be clear that time to do this within the optimum
contact time is limited and the delegate would have to show, through repeating test & practice
sessions, that they have bridged the gap in their knowledge and understanding.
If any delegate fails, in the opinion of the training providers and after reasonable tuition, to meet
the learning outcomes of any individual module, the entire IMIST must be repeated. Training
providers must have a documented procedure in place for dealing with persons not meeting the
stated learning outcomes.
NOTE: All practical exercise and test documentation completed by the delegates will be
retained by the training provider for audit purposes.

© OPITO
A.7 Duration of Training and Delivery Options
The total training day includes contact time, refreshment and meal breaks and travel between
training sites where applicable. The total contact time per day shall not exceed 8 hours and the
total training day shall not exceed 10 hours. Contact time for delegates should not run
consecutively for more than 2 hours without a refreshment break.
Each module will require the trainer to explain aims, learning outcomes, timetable, assessment
methods and training staff roles. The time taken for this is expected to be approximately 10
minutes for each module.
OPITO approval will not be awarded for delivery of individual IMIST modules, only for the
complete (9 module) standard. However, there are two different approaches which can be
taken in relation to the delivery of the standard:
Delivery Option 1:
Modules 1-9 of the IMIST can be delivered consecutively over two days with an optimum
contact time of 13.5 hours. The table below indicates the approximate time in which to deliver
the contents of each module.
Delivery Option 2:
One or more modules can be incorporated into an employer’s in-house training programme.
The table below gives the training provider a minimum time in which to deliver the contents of
each module detailed within this standard.
Where this option is chosen, in addition to satisfying OPITO’s Approval Criteria, the following
conditions apply:
1. The IMIST content may be incorporated into more in-depth programmes of longer
duration, e.g. “PTW User” training, company specific Safety Observation Systems, etc.
2. All IMIST related learning material and documentation must clearly reference the
applicable section(s) of the IMIST standard
3. Each delegate will complete the IMIST training within a 30 day period
4. A system to record which modules and on which dates have been completed by each
delegate, must be maintained
5. A delegate will not be deemed to have completed the IMIST training, and will not be
registered on Vantage, until the delegate has attended all of the nine IMIST modules
Note:
Within both ‘Delivery Options’, where some modules are to be delivered within ‘in-depth’ and/or
‘in-house’ programmes by a sub-contracting company (whether by classroom or CBT delivery);
‘OPITO Approval’ will remain with the organisation applying for approval. It will be the
responsibility of that ‘OPITO Approved’ organisation to ensure all training material and delivery
complies with this IMIST standard. Continued…

© OPITO
Delivery timing:
Module 1 Introduction to the 30 minutes (including 10 minutes for test &

Hazardous Environment discussion)
Module 2 Working Safely 2 hours (including practical session and 15 minutes for
test & discussion)
Module 3 Risk Assessment 2 hours (including practical session and 10 minutes for
test & discussion)
Module 4 Permit to Work 1½ hours (including practical session and 10 minutes
for test & discussion)
Module 5 Asset Integrity 1 hour (including 10 minutes for test & discussion)
Module 6 Manual Handling 1½ hours (including practical session and 10 minutes

for test & discussion)
Module 7 Controlling the use of 2 hours (including 15 minutes for test & discussion)
Hazardous Substances
Module 8 Working at Height 1½ hours (including 10 minutes for test & discussion)
Module 9 Mechanical Lifting 1½ hours (including 10 minutes for test & discussion)
A.8 Delivery through CBT
An organisation may decide that the most appropriate method for delivering this learning is
through computer based training (CBT) supported by some elements of demonstration and
delegate participation. As with classroom instruction, it will be up to the organisation that applies
for OPITO approval to demonstrate how the learning outcomes will be met and the tests
delivered.
The recommended contact times contained in A.7 are for classroom based delivery and may not
apply to CBT delivery. However the time spent on each module as a percentage of the total time
will not change and it is foreseeable that this would take a minimum of 9.5 hours (in total).
A.9 The Training Programme
The training programme outlined below will assist the delegates to meet the stated learning
outcomes. The order in which elements of the training programme are delivered may vary.
However, contents in Appendix 1 must be covered prior to course commencement.
To make efficient use of time and ensure effective learning there should, wherever practicable,
be an integration of the three phases of explanation, demonstration and practise. Full use
should be made of visual / audio visual aids, computer based training, case studies, videos and
course handout materials. Training staff should give practical demonstrations for all training
activities which delegates are required to practice and demonstrate. Continued.
© OPITO
Each module must be introduced prior to commencing the session and should include:
(a) Aim – The main purpose of the module

(b) Learning Outcomes – What the delegates are expected to learn
(c) Timetable/Programme – Training module duration and timing
(d) Assessment – how delegates will be assessed and what they will be assessed
against
(e) Staff - who will be delivering the training and roles of training support staff
The training course consists of the following modules and elements:
Module 1 Introduction to the Hazardous Environment

Element 1.1 Hazard Awareness
Module 2 Working Safely including Safety Observations Systems

Element 2.1 The Safety Structure in Oil and Gas Operations
Element 2.2 Safe Systems of Work (SSOW)
Element 2.3 Safety Observation Systems
Element 2.4 Personal Contributions and Responsibility for Safety
Module 3 Understanding the Risk Assessment Process

Element 3.1 Risk Assessment
Module 4 Tasks that Require Permit to Work

Element 4.1 Permit to Work (PTW)
Module 5 Personal Responsibility in Maintaining Asset Integrity

Element 5.1 Asset Integrity
Module 6 Using Manual Handling Techniques Every Day

Element 6.1 Manual Handling Hazards
Element 6.2 Manual Handling Controls and Mechanical Devices
Module 7 Controlling the Use of Hazardous Substances

Element 7.1 Sources of Chemical Hazards
Element 7.2 Practical Controls for Chemical Hazards
Module 8 Knowledge and Practices of Working at Height

Element 8.1 Working at Height Activities and Hazards
Module 9 Being Aware of Mechanical Lifting Activities

Element 9.1 Hazards of Mechanical Lifting Operations

© OPITO
MODULE 1 Introduction to the Hazardous Environment
ELEMENT 1.1 Hazard Awareness
Training staff to explain:
1.1.1 Possible major hazards while working within the hostile and often remote
environment of oil and gas operations including:
(a) Fire
(b) Explosion
(c) High pressure release of gas
(d) H2S creation
(e) Structural failure
(f) Adverse weather damage
1.1.2 Possible hazards associated with living and working in oil and gas operations
such as:
(a) Suspended loads on cranes including man-riding

(b) The use of helicopters and supply vessels for transportation (offshore)
(c) Working on high pressure systems
(d) Handling heavy equipment
(e) Working with chemicals & other hazardous substances
(f) Working at height activities
(g) Slips, trips & falls – requirements to maintain good housekeeping
(h) Noise
(i) Vibration hazards (HAVS & exposure limits)
Training providers: Reinforce the idea that the hazard list is not comprehensive and other
potential hazards will be discussed during the course and, indeed, when they work in oil and
gas operations.
Module 1 Test: Five minute module test with five questions based on the learning outcomes.
Mark the papers and discuss the answers as a group (5 minutes).

© OPITO
MODULE 2 Working Safely Including Safety Observation Systems
ELEMENT 2.1 The Safety Structure in Oil and Gas Operations
The Legislative Framework
2.1.1 Complying with regulations, acts, legislation, industry guidance and ACOPs,
including:
(a) Ensuring there is suitable and sufficient assessment of risk (ALARP concept)
(b) The responsibilities of employers and employees with regard to health & safety at
work
(c) The requirement to ensure equipment is fit for purpose, safe for use, maintained
in safe condition and used by properly trained workers
(d) The regulations designed to reduce the risks from major accidents hazards to the
health and ensure the safety of those working in oil and gas operations or in
connected activities
2.1.2 The fact that it is a criminal offence not to comply with acts and regulations
The usage of Safety Case methodology in Oil and Gas Operations
2.1.3 The Safety Case being the overarching safety document for oil and gas
operations
2.1.4 A history of the document including links to the Piper Alpha disaster (excerpts
from two DVDs could be used – The Lessons of Piper Alpha (Oil & Gas UK)
or Spiral to Disaster (BBC)) (offshore)
2.1.5 Why a Safety Case is submitted for each field from early development
through to decommissioning
2.1.6 How the Safety Case allows oil and gas operations to operate by proving that
a company recognises any hazards, has done suitable risk assessments and
implemented appropriate controls
2.1.7 The availability of the Safety Case to all employees
2.1.8 The use of summary documents to increase general understanding and
awareness
Continued.

© OPITO
The Safety Management System
2.1.9 The Safety Management System for the effective and proactive management
of safety
2.1.10 The required comprehensive health and safety policies which show control,
co-operation, communication and competence
2.1.11 The fact that the Safety Management System is not inert i.e. when a problem
is identified the system should be capable of responding
2.1.12 The role of safety committees and safety meetings in the Safety Management
System
2.1.13 The role of the safety representative – why he/she has functions and powers,
but not duties
2.1.14 Contacting the safety representative to make representation to an area
supervisor, OIM or the Regulatory authorities.
2.1.15 An individual’s responsibility to follow company procedures for the collective
learning experience
ELEMENT 2.2 Safe Systems of Work (SSOW)
2.2.1 How work is planned safely across oil and gas operations by considering:
(a) Risk assessments (see Module 3)

(b) Permit to Work (see Module 4)
(c) Task clarification
(d) Equipment requirements
(e) Work schedules & rest periods
(f) Safety alerts
(g) Level of supervision
2.2.2 Toolbox Talks in which the task-based risk assessments are discussed –
when and how they should be held
2.2.3 Safety activities and documentation such as drills & exercises, work
instructions and incident records
2.2.4 Shift handover procedures

© OPITO
ELEMENT 2.3 Safety Observation System
2.3.1 Company specific Safety Observation Systems

2.3.2 The employee’s right & duty to intervene (calling “time out” to address a
safety concern there and then)
2.3.3 Designed to change attitudes and behaviours; not another form of
supervision or to punish workers
2.3.4 Controls in place so personnel work that way all the time not just under direct
supervision
2.3.5 How to carry out an intervention:
(a) Ensure the person (or team) is in a safe position

(b) Keep the conversation positive
(c) Find out why they are not working safely
(d) Discuss what could go wrong
(e) Get agreement to change behaviour
(f) Record the observations with a ‘No name, no blame’ approach
2.3.6 Reporting the incident to appropriate personnel
Module 2 Demonstration: Illustrate key elements of a Safety Observation System with the
trainers role playing successful and unsuccessful encounters with personnel. The delegates
should discuss the differences and agree with the best approach to deliver unsolicited safety
guidance.
Module 2 Practical Exercise: The delegates should complete a Safety Observation Card in
the “No name, no blame” style for one of the role play situations performed above. A sample of
the completed Safety Observation Cards should be discussed with the class.
ELEMENT 2.4 Personal Contribution and Responsibility for Safety
2.4.1 Selecting the appropriate personal protection clothing and equipment (PPE)
suitable for the type of work being undertaken
2.4.2 The importance of taking a break shortly after starting the task to evaluate
and discuss any changes in the conditions
2.4.3 Understanding that personal actions might degrade the safety in an area
2.4.4 Knowing that subsequent incidents won’t be the same
2.4.5 Realising that mitigating risk may also create new risks
2.4.6 Spatial awareness; being conscious of the immediate environment (especially
working in tight spaces) so that hazards are not inadvertently caused.

© OPITO
Module 2 Test: Ten minute module test with ten questions based on the learning outcomes.
MODULE 3 Understanding the Risk Assessment Process
ELEMENT 3.1 Risk Assessment
3.1.1 The difference between hazards, risks and controls

3.1.2 Voluntary risks (smoking or driving a car) and involuntary risks (acts of
nature)
3.1.3 How involuntary risks can be:
(a) Task related

(b) Inherent
(c) Process related
3.1.4 The steps of risk assessment outlined by different organisations:
(a) Identify if there are procedures and previous risk assessments – obtain copies
and review them
(b) Ask how people could get hurt? Could we cause damage to equipment or the
environment? (*see e) below)
(c) Decide on precautions and controls (*see e) below)
(d) Communicate the findings with the appropriate person(s)
(e) Implement the controls BEFORE starting the job
3.1.5 *The use of a risk matrix:
(a) Risk equals probability multiplied by consequences (which could include people,
infrastructure, environment & reputation)
(b) Look at risk with no controls
(c) Add controls to make the risk “as low as reasonably practicable” (ALARP)
3.1.6 The need for continuous risk assessment to identify hazards as they evolve
Module 3 Demonstration: Illustrate the key elements of preparing a risk assessment using a
practical exercise, if possible, from the oil and gas industry.
Module 3 Practical Exercise: The delegates in small groups (2-3) should discuss the hazards
without controls, prepare a risk assessment, and then decide on controls that can be added to
lower the risk from medium/high to ALARP. A sample of the group risk assessments should be
discussed with the class.

© OPITO
MODULE 4 Tasks that Require Permit to Work
ELEMENT 4.1 Permit to Work (PTW)
4.1.1 Principles & objectives of the Permit to Work system for controlled work or
special work activities to ensure:
(a) Proper planning and consideration is given to the risks of a particular job
(b) The proper authority has generated the permit
(c) The right precautions have been taken
(d) The person in charge is aware of the activity(ies)
4.1.2 Industry guidance on the essential rules of PTW

4.1.3 Using colour codes for identifying the type of work
4.1.4 The fact that the permit is a legal document
4.1.5 How the control of risks is an integral part of the Permit to Work process
4.1.6 Processes in place (electronic or paper) to create, organise and archive
permits
4.1.7 Who is involved in PTW generation such as:
(a) Site controller or OIM

(b) Department head
(c) Affected Area Authority
(d) Work crew
(e) Control Room Operator
4.1.8 Signing the PTW declaration

4.1.9 Handing the permit to the permit office or CRO to stop work and re-sign to
reinstate work
4.1.10 Personal responsibility to adhere to the strictures of the PTW system
Module 4 Demonstration: Illustrate the key elements of a PTW system, i.e. following a permit
through from start to finish, using examples of relevant permits showing the hazard, risk, cross-
referencing and authorisation sections that the delegates should complete.
Module 4 Practical Exercise: From an example Permit to Work, each delegate will highlight
the controls they would need to adhere to if they were part of the work crew. A sample of the
highlighted PTWs should be discussed with the class.

© OPITO

© OPITO
MODULE 5 Personal Responsibility in Maintaining Asset Integrity
ELEMENT 5.1 Asset Integrity
5.1.1 The meaning of asset integrity and a description of its other names (e.g.
platform integrity)
5.1.2 Divisions of asset integrity in oil and gas operations:
(a) Structural integrity (For example 100 foot waves, hurricanes/cyclones and
typhoons , colder climates experience icebergs etc.)
(b) Well integrity including well construction, well equipment and reservoir conditions
(c) Fire and explosion prevention
(d) Refuge and evacuation including muster control, temporary refuge and
evacuation escape
5.1.3 Safety critical elements – understanding why some items and systems are
critical to safety
5.1.4 Company specific models (e.g. Barrier Model) for demonstrating weaknesses
in the system\
5.1.5 Escalation scenarios - realising that a series of minor risks might combine to
create a major hazard or that a major hazard may result from a minor
problem that was ignored
5.1.6 Employer responsibilities for asset integrity such as:
(a) Using performance standards & manufacturers’ notes to determine how an item
should work
(b) Ensuring that safety critical items are in a condition to keep employees safe
(c) Ensuring that equipment on the platform is capable of doing the job it was
intended to do
(d) The need for third party verification
5.1.7 Personal responsibility for asset integrity such as:
(a) Reporting unsafe conditions to appropriate personnel

(b) Following instructions
(c) Not taking shortcuts
(d) Intervening when procedures are not being followed by others
Module 5 Demonstration: Illustrate the concept of safety critical items by using common
examples relevant to oil and gas operations or by defining the parts of a vehicle.

© OPITO
MODULE 6 Using Manual Handling Techniques Everyday
ELEMENT 6.1 Manual Handling Hazards
6.1.1 Regulations and company procedures with respect to manual handling

6.1.2 Manual handling hazards including:
(a) Rig floor operations

(b) Access & egress to work areas
(c) Working in confined or limited spaces
(d) Using power tools
(e) Moving chemicals
(f) Moving equipment from the rigging loft
6.1.3 Statistics of manual handling incidents

6.1.4 The function of the human spine and types of injury (acute and chronic) such
as:
(a) Slipped disc

(b) Hernia
(c) Fractures
(d) Sciatica
6.1.5 Factors contributing to manual handling incidents:
(a) Poor ergonomic design

(b) Repetition
(c) Twisting and bending
(d) Not following the risk assessment
(e) Lack of training
(f) Lack of planning
(g) Poor handling of heavy power tools

© OPITO
ELEMENT 6.2 Manual Handling Controls and Mechanical Devices
6.2.1 The Manual Handling hierarchy to assess manual handling operations for the
possibility of risk
6.2.2 Understanding that any changes to a normal lift limits the weight that can be
lifted by various proportions
6.2.3 Ergonomics and the importance of maintaining correct body posture
6.2.4 Methods to control the risk such as:
(a) Warming-up muscles before lifting

(b) Safer lifting techniques & team handling
(c) Communication with team members during lifting or moving processes
(d) Designating a leader for team operations
(e) Establishing safe routes for transferring goods
(f) Storage for ease of movement i.e. on low shelves or at the front of
cupboards
(g) Making turns with your feet
6.2.5 Using mechanical aids including forklifts and trolleys etc.
Module 6 Demonstration: Illustrate the key principles of manual handling by demonstrating a

poor lift and asking delegates to discuss the mistakes and how the lift could be improved.
In addition, a) provide a demonstration of a team lift with a leader selected and appropriate
communications methods used and b) provide a large bulky package that requires the use of a
trolley.
Module 6 Practical Exercise: Delegates should practise and then demonstrate the techniques
either singly or in teams.

© OPITO
MODULE 7 Controlling the Use of Hazardous Substances
ELEMENT 7.1 Sources of Chemical Hazards
7.1.1 Regulations and guidelines dealing with chemical hazards

7.1.2 The sources of chemical hazards in oil and gas operations and whether they
are covered under these regulations such as:
(a) painting, cleaning/domestic activities

(b) drilling operations, chemical based mud and other drilling fluids
(c) well completion; maintenance (lubes, oils)
(d) water, gas, carbon dioxide & acid washes for enhanced recovery
(e) Asbestos
(f) NORM (Naturally Occurring Radioactive Material)
7.1.3 How personnel might come into contact with hazardous substances by:
(a) Inhalation (very fast – smoking)

(b) Ingestion (don’t wash hands after use)
(c) Absorption (engine oil is a known carcinogen)
(d) Injection (needle injury, cut from contaminated surfaces)
7.1.4 Sensitisation (even a small quantity on first usage can cause problems or
manifest itself 20 years later)
7.1.5 Government regulations pertaining to product labeling
7.1.6 Hazard symbols showing the common dangers in oil and gas operations e.g.
highly flammable; toxic; irritant, corrosive etc.
7.1.7 The applicability of regulations for hazardous substances to unknown fumes
or gases in the area (e.g. H2S)
7.1.8 Employers’ duties under regulations for hazardous substances
(a) Prevent exposure of personnel to hazardous substances wherever possible

(b) Provide suitable and sufficient hazardous substances assessments
(c) Provide control measures
(d) Monitor the level of exposure
(e) Ensure correct storage
7.1.9 Employees duties under regulations for hazardous substances
(a) To use the control measures provided

(b) To read all documentation
(c) Participate in any health surveillance
(d) Report defects in equipment

© OPITO
ELEMENT 7.2 Practical Controls for Chemical Hazards
7.2.1 Reading labels on the chemicals

7.2.2 Material Safety Data Sheets (MSDS) which must accompany every chemical
showing Safety and Risk Phrases
7.2.3 Hierarchy of control including:
(a) Changing the process or activity to eliminate the hazardous substance

(b) Replacing the hazardous substance with a safer alternative
(c) Controlling exposure at source e.g. local exhaust ventilation
(d) Choosing and wearing task specific PPE such as rubber gloves, rubber aprons
and vapour masks
(e) Choosing and wearing respiratory protective equipment such as filtering devices
7.2.4 The numbering and colour coding for face masks depending on the
substances to be filtered
7.2.5 Using barrier cream on skin
7.2.6 The storage of and access to chemicals to prevent fire, explosion, chemical
burns and environmental damage
7.2.7 Never using tins or packages that have unknown substances or are half-used
by someone else
7.2.8 Health surveillance of employees; monitoring workers’ exposure
7.2.9 Keeping full PPE on until after the area is tidy and the job is complete
Module 7 Test: Ten minute module test with ten questions based on the learning outcomes.

© OPITO
MODULE 8 Knowledge and Processes of Working at Height
ELEMENT 8.1 Working at Height (WAH) Activities and Hazards
8.1.1 Planning & organising WAH activities considering the following factors:
(a) Weather
(b) Location
(c) Fragile surfaces
(d) Falling objects
8.1.2 Legislation & industry guidance with respect to WAH
8.1.3 A place being “at height” if a person can be injured falling from it, even if it is
at or below ground level
8.1.4 The hazards of working at height such as falling, dropped objects,
suspension trauma
8.1.5 Manriding as a WAH activity
8.1.6 The WAH hierarchy for managing & selecting equipment for WAH:
(a) Avoiding working at height where possible

(b) Using work equipment or other measures to prevent falls
(c) Using work equipment to minimise the consequences of a fall
8.1.7 Types of ladders, scaffolding equipment and mobile elevated work platforms
(MEWPs)
8.1.8 Awareness of a scaffold tagging system & requiring trained personnel to
install and correct the structure
8.1.9 Signing for Tools Aloft, using a tool belt, tool rolls or a shadow wall
8.1.10 Associated WAH fall protection systems including harnesses, lanyards and
inertia reels
8.1.11 Using the ‘trailing hand technique’ for climbing stairs and safely crossing
gangways

© OPITO
MODULE 9 Being Aware of Mechanical Lifting Activities
ELEMENT 9.1 Hazards of Mechanical Lifting Operations
9.1.1 The magnitude of loads to be lifted in oil and gas operations (e.g. a typical
piece of pipework equalling 28 bags of cement) showing why it is important to
get lifting activities right
9.1.2 Statistics of lifting accidents in the oil and gas industry
9.1.3 Hazards associated with lifting operations such as:
(a) Encroaching personnel

(b) Conflicting activities
(c) Obstructions
(d) Damaged loads
(e) Dropped objects
(f) Adverse circumstances affecting plant and machinery stability
(g) New equipment although certified are not always safe
(h) Damaged wire rope slings
(i) Weather in oil and gas operations
9.1.4 The speed at which mechanical lifting hazards can happen

9.1.5 Roles in lifting operations such as the Competent Lifting Person, crane
operator, banksman (must not get physically involved in preparing the load
for lifting) and rigger/slinger (attaching/detaching and securing of loads to the
lifting equipment)
9.1.6 Relevant legislation -as it applies to lowering or lifting a load right down to the
last split pin
9.1.7 What is meant by the Safe Working Load (SWL)
9.1.8 Equipment hazards in lifting operations such as load stability, load security
and load handling
9.1.9 Man-riding activities and the use of specific winches
9.1.10 PRfS such as:
(a) Obeying barriers in restricted areas

(b) Being aware that crane operations are in progress
(c) Not moving near or under lifting operations

© OPITO
SECTION B Refresher Training
Reassessment, via an on-line assessment, will take place every four years or more frequently if
persons have not worked in the industry for at least 12 months.
SECTION C Resources
In order that a training programme may be delivered successfully it is essential that the right
people are there to support the programme and that the appropriate facilities and equipment are
in place.
C.1 Staff
OPITO approved training providers will deliver training and carry out assessment of the
modules.
It is important that the staff involved have the appropriate qualifications and experience to
ensure that all training and supporting activities are carried out in accordance with current
legislation.
Training staff will be:
(a) Trained in instructional/lecture techniques and/or have proven instructing

/teaching experience
(b) Included in an ongoing training programme, which includes visits to oil and gas
facilities, to enable them to maintain and update skills
Assessors will be discipline experts trained and qualified in assessment techniques.
All staff will have the appropriate competencies to conduct/assist with the element of training
being undertaken.
C.2 Trainer/Delegate Ratio
The ratio shown for theory sessions indicates the maximum number of delegates that should
attend the course in any one session.
Theory 1 : 16
Demonstrations 1 : 16
Practical 1:8

© OPITO
C.3 Facilities
It is important to ensure that the full range of facilities are made available to ensure delegates
get the most out of their training. The following facilities criteria must be adhered to:
Administration arrangements appropriate for enrolment and certification of delegates and all
aspects of the delivery of training in accordance with this standard.
A designated room that will not be used simultaneously for any other activity and which
provides sufficient room for delegates to participate fully in the instruction, demonstration and
practice sessions
Risk assessments must be conducted and documented for all training facilities and
equipment.
Location of Training
It is recognised that the restricted range of resources and facilities required makes this course
suitable for on-location training. However, prior to any courses being delivered remotely,
training providers must comply with the following requirements:
a) Prior to initial approval, the training provider will specify a single ‘approved site’ and
advise OPITO of its intention to deliver training remotely.
b) The training provider will advise OPITO of the location of any remote training in advance
of each delivery.
c) The training provider shall ensure the suitability of facilities and arrangements prior to
delivery.
d) Documented evidence will be retained by the training provider to show that delivery of
training at the remote site meets the criteria detailed in this OPITO standard including,
but not limited to, facilities, equipment and qualifications of instructional staff.
e) Documented management procedures shall be retained which record any measures

required to assure the quality and safety of on-location training.
f) All records and associated documentation must be retained at a single, specified

location, mutually agreed with OPITO, and made available at time of audit.
g) OPITO reserves the right to audit any or all of the remote sites operated by the training
provider.

© OPITO
C.4 Equipment
The following equipment and reference material is required to meet the stated content of the
training course.
(a) Illustrations of rig and platform types

(b) Examples of relevant legislation and guidance documentation as they are discussed in
each module
(c) Examples of a Safety Observation report card
(d) Examples of risk assessments and a risk matrix
(e) Example of work permits in different coloured folders including a blank document for
delegates to complete
(f) Objects and a trolley to demonstrate manual handling
(g) Examples of an MSDS sheet
(h) Examples of PPE to include coveralls, boots, hard hat and gloves
(i) Examples of respiratory protective equipment (RPE)
Please note: Due to the variety of forms, records, plans, schedules etc. used in industry, the
examples used for training purposes may differ from those found onsite. Training examples
should represent the range of documents available and should be as typical and current as
possible.
All equipment must be maintained, and where appropriate, inspected and tested in
accordance with current standards/legislation, guidance and manufacturers
recommendations.

© OPITO
SECTION D Administration and Certification
D.1 Joining Instructions
All joining instructions must contain information which indicates that certain aspects of the
course are of a physical nature.
Prior to each course commencing, delegates must sign a declaration indicating they have read
and understood a written statement regarding the physical nature of the programme and the
need for delegates to be in good health.
D.2 Periodicity
Refer to Section B
Note: Some individual companies require re-validation at intervals more frequent than that
required by OPITO; in these instances it will be acceptable for training providers to omit or
modify the expiry date to avoid confusion. However the validity period will remain as set by
OPITO with regard to the central register and the industry as a whole.
D.3 Certification
Persons successfully completing the nine introductory training modules will be issued with an
OPITO endorsed certificate for the Oil & Gas Industry International Minimum Industry
Safety Training (IMIST) Programme.
Training establishments are responsible for issuing a certificate direct to the delegate
completing the programme and to the sponsoring company (when required). Each certificate
must indicate that the delegate has been assessed against the learning outcomes and must
contain the following:
(a) Training Establishment name

(b) Full OPITO course title stating that it is OPITO approved
(c) OPITO registration code
(d) Delegate's name
(e) Course dates
(f) Expiry date
(g) Unique Certificate Number
(h) Training Establishment Signatory

© OPITO
D.4 Course Administration
Each delegate attending any OPITO approved programme must be registered with the Central
Register (CR) operated by OPITO. Registration must be made by the training establishment to
OPITO within one week following the course.
OPITO confirms that information on the registration form will be contained in a computerised
register which will be available to employers, prospective employers and training providers in
the oil and gas industry to verify training records. At all times use of this data will be strictly in
accordance with principles laid down in the UK Data Protection Act, 1998.

© OPITO
Glossary
ACOP Approved Code of Practice

ALARP As low as reasonably practicable
BOSIET/FOET Basic Offshore Safety Induction & Emergency Training/Further Offshore
Emergency Training
CRO Control Room Operator
H2S Hydrogen Sulphide
HAVS Hand & Arm Vibration Syndrome
MEWP Mobile Elevated Work Platform
IMIST International Minimum Industry Safety Training
MSDS Material Safety Data Sheets
NORM Naturally Occurring Radioactive Material
OIM Offshore Installation Manager
PRfS Personal Responsibility for Safety
PTW Permit to Work
SSOW Safe Systems of Work
WAH Working at Height

© OPITO
Appendix 1
The topics listed below are to be delivered as part of the introduction to this course and included
in the Lesson Plans/Instructor guides/Exercise Plans. Additional introduction topics may include
training centre layout and alarms, emergency actions, first aid and domestic arrangements
Mandatory OPITO Information:

a) Medical Fitness
b) Certification Periods
c) CR/Vantage (provided by OPITO)
d) OPITO Customer Service Statement (provided by OPITO)
e) The roles of employers and training providers (provided by OPITO)
f) What is OPITO’s role in industry? (provided by OPITO)
g) Current Global Network of training providers (provided by OPITO)
h) Emergency Response Framework (provided by OPITO – applicable for ER Training
Providers)
i) OPITO DVD (BOSIET/TBOSIET only) provided by OPITO

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OPITO APPROVED STANDARD

Oil & Gas Industry

OPITO Standard Code: 5312

Guidance on this standard is available by contacting OPITO at: Standards enquiries

Revision 0 (Nov 2010) Amendment 4 (Jan 2013) Page 2 of 33

Any amendments made to this standard by OPITO will be recorded above.

Revision 0 (Nov 2010) Amendment 4 (Jan 2013) Page 3 of 33

Introduction and Course Description ..................................................................................... 5

Revision 0 (Nov 2010) Amendment 4 (Jan 2013) Page 4 of 33

Introduction and Course Description

Revision 0 (Nov 2010) Amendment 4 (Jan 2013) Page 5 of 33

SECTION A The IMIST Training

A.1 Target Group

A.2 Delegate pre-requisites

No pre-requisites are required.

A.4 Aims and objectives

Revision 0 (Nov 2010) Amendment 4 (Jan 2013) Page 6 of 33

A.5 Learning outcomes

MODULE 1 INTRODUCTION TO THE HAZARDOUS ENVIRONMENT

MODULE 2 WORKING SAFELY INCLUDING SAFETY OBSERVATION SYSTEMS

MODULE 3 UNDERSTANDING THE RISK ASSESSMENT PROCESS

MODULE 4 TASKS THAT REQUIRE PERMIT TO WORK

MODULE 5 PERSONAL RESPONSIBILITY IN MAINTAINING ASSET INTEGRITY

5.1 The concept of asset integrity

MODULE 6 USING MANUAL HANDLING TECHNIQUES EVERY DAY

MODULE 2 WORKING SAFELY INCLUDING SAFETY OBSERVATION SYSTEMS

MODULE 3 UNDERSTANDING THE RISK ASSESSMENT PROCESS

A.6 Delegate Performance Assessment

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A.7 Duration of Training and Delivery Options

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Module 1 Introduction to the 30 minutes (including 10 minutes for test &

Module 6 Manual Handling 1½ hours (including practical session and 10 minutes

A.8 Delivery through CBT

A.9 The Training Programme

(a) Aim – The main purpose of the module

The training course consists of the following modules and elements:

Module 1 Introduction to the Hazardous Environment

Module 2 Working Safely including Safety Observations Systems

Module 3 Understanding the Risk Assessment Process

Module 4 Tasks that Require Permit to Work

Module 5 Personal Responsibility in Maintaining Asset Integrity

Module 6 Using Manual Handling Techniques Every Day

Module 7 Controlling the Use of Hazardous Substances

Module 8 Knowledge and Practices of Working at Height

Module 9 Being Aware of Mechanical Lifting Activities

Revision 0 (Nov 2010) Amendment 4 (Jan 2013) Page 12 of 33

MODULE 1 Introduction to the Hazardous Environment

ELEMENT 1.1 Hazard Awareness

Training staff to explain:

(a) Suspended loads on cranes including man-riding

Revision 0 (Nov 2010) Amendment 4 (Jan 2013) Page 13 of 33

MODULE 2 Working Safely Including Safety Observation Systems

ELEMENT 2.1 The Safety Structure in Oil and Gas Operations

Training staff to explain:

The Legislative Framework

The usage of Safety Case methodology in Oil and Gas Operations

Revision 0 (Nov 2010) Amendment 4 (Jan 2013) Page 14 of 33

The Safety Management System

ELEMENT 2.2 Safe Systems of Work (SSOW)

Training staff to explain:

(a) Risk assessments (see Module 3)

Revision 0 (Nov 2010) Amendment 4 (Jan 2013) Page 15 of 33