Shift Turnover Practice

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					Good Practice Note:

Shift Turnover

1. Turnover Checklist. Use a shift-turnover checklist to help assure completeness and accuracy of information exchange. Tailor the checklist to the job position. Examples of types of information to include on the checklist are:  Facility status  Status of important operating parameters  General status of safety equipment and other key equipment  Temporary procedure changes in effect  Any problems with equipment  Abnormal lineups or conditions  Significant actions planned, and timing of actions  Significant activities of maintenance, construction, or other support groups  Documents necessary to review, e.g., various logs and standing orders. Individuals returning from an extended absence, e.g., due to vacation or illness, should be required to review significant shift documentation during the period of absence to get an understanding of changes that have occurred. It is good practice to update the turnover checklist as necessary during the shift. This practice serves as a reminder to discuss specific events and helps to show trends during the shift; and it reduces the time required to prepare the checklist at turnover time. The turnover checklist should remind personnel to review status boards and specific logs, but should not duplicate information from those sources. Examples of documents to include as required reading include:  Narrative log  Equipment status log  Lockout/tagout log  Work station/round inspection sheets  Temporary modification/jumper logs  Out-of-service annunciator log  Shift orders book 2. Pre-Shift Walkdown. Oncoming personnel should conduct a pre-shift walkdown of their work station/area to personally check on status of equipment, system alignments, tagged equipment, etc. Where appropriate, the walkdown should include observation of specific instrumentation, especially safety related instrumentation, to identify lighted annunciators, status lights, and key parameter values. A good practice to enhance accuracy and completeness of information exchange is for the off-going and on-coming personnel to conduct the walkdown together to discuss noteworthy items in context of the actual work environment.

It is the responsibility of the off-going person to communicate all pertinent information, and the responsibility of the on-coming person to question any unclear information and assure he/she understands the information and its significance. If the off-going person has any doubts about the mental or physical condition or cognizance of the on-coming person, (e.g. alertness, drug/alcohol effects) the offgoing person should have the authority to deny turnover and the requirement to report the situation to the shift supervisor. 3. Shift Briefing. A relatively formal shift briefing conducted by supervisor(s) at each shift turnover, with everyone on shift in attendance, is a very useful tool not only for transferring critical information, but for team building purposes as well. The format, content, and specific timing of the briefing needs to be customized to meet the demands of each operation – facility size and layout, degree of interaction required, labor union requirements, etc. Examples of types of information that should be included in the shift briefing are:  Shift orders  Changes to administrative or operating procedures  Last minute changes to facility status, schedules, support group actions that affect operations, etc.  Integration/communication requirements for planned evolutions during shift  Lessons learned from recent events occurring on shift or at other facilities  Expected work progress/production goals for the shift. Attendance at the meeting should be considered a priority, and should be tracked. If, on occasion, conditions prohibit an individual from attending, the supervisor should pass along the substance of the briefing to that individual. Where practical, support groups who interact directly with operators should be included in the briefing. 4. Mid-Shift Turnover. If there is a shift change during the normal shift, e.g., due to illness or injury, the on-coming individual should be required to read through the shift turnover checklist, and should get at least a summary briefing by the supervisor.

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