WS QHSE Standard 03

Maintenance
Well Services QHSE Standard 3: Maintenance
Learning Objectives
 Know the objectives and scope of the standard
 Understand the requirements for exemptions to the standard
 Understand the different responsibilities for the various functions of Well Services
 Explain the STEM process and the differences between STEM I, STEM II and STEM III
 Understand the purpose of Fleet Assistant and the importance of correct information and documentation
 Understand the maintenance work flow process
 Explain the difference between a Must-Do Maintenance Bulletin and a Maintenance Bulletin

Certification required by:

 All employees who are involved in the maintenance and operation of WS equipment
 Line management who utilize the Standard as a guide to operational practices
 Management who must notify and request approval for exemptions to the Standard

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Well Services QHSE Standard 3: Maintenance
3.1. Statement of Standard
 The services we provide to our customers depend on the harmonious operation of a large variety of complex tools and equipment
used under difficult environmental and logistical conditions. The maintenance organization and maintenance processes within a
facility shall be designed so that there is a well trained staff to perform the appropriate preventative maintenance on all Well
Services equipment. This will ensure that, within given operating specifications, the equipment will operate safely, accurately,
efficiently and without failure.
 Well Services uses the STEM (standard equipment maintenance) methodology to ensure a systematic preventative
approach towards maintenance of Schlumberger equipment.

3.2. Objective
 To maintain all Well Services equipment efficiently and uniformly, enabling the equipment to perform the task for which it is
designed, in the safest and most cost efficient manner.

3.3. Scope
 Follow this Well Services Maintenance Standard for all maintenance operations. Follow all applicable Schlumberger and Well
Services specific standards. If clients or regulatory agencies have additional standards, follow them as long as they meet or
exceed the Schlumberger minimum requirements.

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WS Std 3: Maintenance - Exemptions
3.4. Exemptions
 Any deviation from this Standard is by
exemption only:
― Schlumberger WHSE Standard S010:
Management of Change and Exemptions
(InTouch Content ID#: 3260269
― Well Services Appendix to QHSE Standard
S010, InTouch content ID# 3999148.

 For an exemption to be approved, the

following must be completed:
― A complete hazard assessment and risk
control (as per QHSE Standard S020: (Hazard
Analysis and Risk Control), InTouch content
ID# 3757610).
― Appropriate risk mitigation measures must be
documented, discussed, and put in place.
Data has been removed & blanked out from this example

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Std 3 - Responsibilities: Line Management
• Quality Ops Support Manager
• Operations Manager
. • Location Manager

• Maintenance Manager
• Maintenance Supervisor
. • Crew Leader

• Field Service Manager

• Cell Leader
. • Job Supervisor

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Std 3 - Responsibilities: Sales, Logistics & Support

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Std 3 - Responsibilities: Job Supervisor

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Std 3 - Responsibilities: Employees Performing Maintenance

Field
Specialists &
Field Engineers

Equipment
Operators
& Drivers

Mechanical &
Electronics
Technicians

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Well Services QHSE Standard 3: Maintenance
3.6. Definitions - 1
 DVCR: Driver’s Vehicle Condition Report. Name used by Fleet Assistant for a STEM I Report.
 Inspection: defined by the STEM procedures guideline. This could be STEM I, II, or III, and could also include
requirements from a governmental agency.
 Maintenance operation: Any action performed, either preventative or corrective, to ensure a unit or component will
perform its designed function.
 Meter Meters: used on Well Services equipment to capture usage. This would include hub-o-meters to capture vehicles
miles or kilometers, and hour meters to capture engine running hours.
 Preventative Maintenance (PM): Procedures necessary to obtain maximum life, optimal performance, and safe operation
from a piece of equipment.
 Repair Order (RO): used within the Fleet Assistant program, to document the work performed and capture the costs of
parts and labor.
 STEM: Standard Equipment Maintenance.
 Unit: A Well Services truck, trailer, skid or individual piece of equipment.
 Unit Number: Each Well Services unit has a unique unit number by which it is identified. The unit number can be a
combination of the model code and asset number, or the actual asset number.

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Well Services QHSE Standard 3: Maintenance
3.6. Definitions - 2
 Facility: A term used to refer to the operating location used by WS. The facility contains buildings as well as storage and
loading equipment for products used in the execution of WS pumping operations. A facility is also commonly referred to as
a “base” or “location.”
 Fleet Assistant: Commercially available software from Cetaris used to track and schedule maintenance, and manage the
spares used on WS equipment.
 Forecast: Units coming due for STEM inspection based on defined usage triggers.
 FTE: Field Technical Equipment
 Maintenance Bulletin: A notification that a unit or component-specific task needs attention. Maintenance bulletins are
published through InTouch and distributed to the field locations for appropriate actions to be taken.
 Must-Do Maintenance Bulletin: Same as Maintenance Bulletin; however, a Must Do Bulletin will have a specific deadline
for completion.
 Overdue: A unit which has accumulated usage meter readings in excess of the trigger points for STEM inspections is said
to be overdue.
 SCDP: Structured Career Development Program which describes the WS training and development program for
maintenance technicians and engineers.

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WS Std 03: Fleet Assistant
Fleet Assistant must be used in all WS See Fleet Assistant See web page with reports &
facilities to: information @
http://www.rd.oilfield.slb.com/emwd/fleet_assistant.htm
• forecast and document STEM inspections and
equipment certifications.
• document labor cost by unit associated with
required maintenance.
• document the cost of parts by unit associated with
required maintenance.
• document 3rd-party cost parts & labor by unit
associated with required maintenance.
• document labor of maintenance technicians not
applied to a specific unit (indirect labor).
• document compliance with Must-Do Maintenance
Bulletins.
• manage equipment records and certifications.
• manage M&S spares inventory.
• and all other maintenance-related activities

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Well Services QHSE Standard 3: Maintenance
3.7.2. Maintenance Workflow
 Each facility shall have a documented process that covers all maintenance scheduling
and requirements arising from:
 Preventative maintenance (STEM I, II, & III),
 Failures,
 Must Do and other Maintenance Bulletins.
 This process must include RO close out and communication of unit status.
 Always comply with any specific or general Well Services maintenance requirements,
guidelines, and procedures when applicable.

Note: The process workflow must be prepared, followed and updated by the maintenance personnel of each
maintenance location. Every location is different so there is no point is using the process map used in
other locations. The workflow map should be validated by the GMM or AMM.

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WS Std 3: Maintenance – STEM I Workflow Example
3.7.2. Maintenance Workflow - Example

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WS Std 03: Maintenance – STEM II Process Flow Diagram

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STEM I Process Map – Example for a typical WS location

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Maintenance Process Map: Example

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Maintenance Process Map – Example

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Maintenance Control Board - Examples
Maintenance Control Boards used as a simple and effective way to assign and
display maintenance work orders in a District:
• To Be Done
• In Process
• Waiting on Parts

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WS Std 3: Maintenance - Hand Tools
3.7.3. Hand Tools
 Maintenance staff shall have the
necessary and appropriate tools available
to perform the maintenance activities
required of them.
 An inspection of all technician tool boxes
shall be performed and documented at
least annually.
 A complete inventory of each technician
tool box must be on file at the location.
 All hand tools and shop tools must be in
compliance with Well Services QHSE
Standard 4: Facilities and Workshops,
InTouch ID# 3313678.

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Well Services QHSE Standard 3: Maintenance
3.7.3. Materials and Supplies (M&S)
 Each MSV is responsible for obtaining the
required material supplies for their
respective maintenance facility.
 MSV must keep in close communication
with the store person to ensure that all
necessary material and supplies to perform
maintenance are available in appropriate
quantities at all times.
 See InTouch for WS M&S Inventory
Guidelines, Content ID: 4795565

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Location Assets and Equipment
3.8.1 Location Assets

Ensure every item of equipment in the location is:

• listed under its correct model code & unit number

• assigned to the correct location.

Useful references:
• Well Services Model & File Codes (formerly - World-wide
Modeling Scheme & Equipment Models)
http://intouchsupport.com/intouch/methodinvokerpage.cfm?
caseid=3015638
• WS General Specification Sheets for FTE Assets
http://intouchsupport.com/intouch/methodinvokerpage.cfm?
caseid=4156460&method=iteview
• Well Services Equipment Manuals - Navigation Page
http://intouchsupport.com/intouch/methodinvokerpage.cfm?
method=iteview&caseid=4309030

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WS Standard 3: STEM I Inspection

STEM I:

 Performed by the driver or operator of

equipment .

 Designed to ensure the unit is:

― job ready, and
― in safe operating condition.

 May include regulatory pre and post-

trip inspections.

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 WS Std 03 Maintenance - Who performs STEM I & when?
 Performed by the driver or operator of the unit
or equipment. The operator may be an EO,
FS, or FE.
 Performed:
― Before the start of a trip (pre-trip*)
― Before the start of a job (pre-job)
― After a job is completed (post-job)
― In between jobs
― Any time when a unit needs some tlc.
― Any time the maintenance status of a unit is unknown
*Pre-Trip report is a regulatory requirement in some countries, (eg. DOT Pre-
Trip Report in USA). Intended as a check to ensure unit is safe to drive. Must
be performed in addition to a STEM I.

 Designed to ensure a unit is job ready & is in

safe operating condition.

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WS Std 03 Maintenance – What is STEM I?
 A series of preventive maintenance checks, servicing
and basic repairs on all equipment & units to be used
to perform a job.
 Requires checks and work on:
― Condition & appearance of equipment
― Safety equipment & devices
― All fluid levels & lubrication points/systems
― Engines and transmissions
― Chains, belts & drives
― Hoses & connections (pneumatic, hydraulic, oils & fuel)
― Electrical & electronic equipment, cables & connectors
― Pumps (triplex, centrifugal, diaphragm, air, etc)
― Treating equipment
― Gauges, controls, monitoring & recording devices
― Documentation & compliance to WS standards.

 STEM I may require regulatory pre- & post-trip

inspections depending on local regulations.
 Requires documentation on a STEM I Report form.

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WS Std 03 Maintenance – USA DOT Regulations
USA DOT Safety Regulations
• Trucks, tractors, floats, flatbeds, etc. require additional
pre- and post-trip checks
• Definite time or mileage intervals not specified
• Must be a systematic inspection maintenance system
• Unit numbers, DOT numbers, placarding, weight limits &
paperwork all important.
• Driver’s Trip Report (Vehicle Inspection Report)

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WS Standard 3: STEM II Inspection
STEM II:
 Performed by the maintenance department at defined
maximum frequencies to identify problems before they
result in failures during operation of the unit.
 The following defined frequencies (whichever occurs
first) are to be used.
― 400 engine hours
― 180 calendar days
― 6,000 vehicle miles/10,000 vehicle kilometers
 Use of any frequency exceeding this maximum will
require an exemption approved by line management.
 Deadline for implementation of Maintenance Bulletins
 For Coiled Tubing, specific equipment inspection
frequencies are specified in the CT Surface Equipment
Maintenance Program (InTouch content ID# 4196880).

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WS Standard 3: STEM III Inspections
STEM III:
 The trigger for STEM III inspection is one
calendar year.
 STEM III is also referred to as an “annual
inspection”.
 STEM III includes all the checks done on
STEM II as well as regulatory requirements
such as:
― tank testing and certification
― testing of air receivers & PRV’s
― state inspections required by various
governmental agencies.

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Maintenance & repair work to be performed

Each stage of the STEM process requires:

 Comprehensive inspection and servicing of equipment and components as per
recommended guidelines and STEM Reports from:
― Well Services
― Equipment manufacturer
― Regulatory requirements
 Identification and documentation of deficiencies and service provided
 Repair of deficiencies
 Documentation of labor performed and parts used for repair
 Operations test to confirm repairs were successful and allow unit to be green tagged.

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 Completion of STEM: Red Tag / Green Tag
Green Tag indicates equipment has been
checked by a competent person and:
• is job ready
• maintenance status is known & documented
• can be used or sent on a job
• maintenance/repairs are complete
Red Tag indicates equipment: • problem(s) have been repaired
• is not job ready • is stored in green-tag area
• maintenance status is unknown • has a STEM II or III scheduled for the future
• shall not be used or sent on a job
• maintenance/repairs are in progress & incomplete
• has a problem that needs to be fixed
• is waiting on spare parts
• has arrived in the base & is stored in red-tag area
• needs a STEM I, II or III

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WS Std 03: Must-Do and Maintenance Bulletins
As per Standard 03:
 Use completed RO’s in Fleet Assistant to report
compliance or completion of:
• Maintenance Bulletins
• Must-Do Maintenance Bulletins

 Reasons to issue Maintenance Bulletins:

• Raise awareness to the field for a known problem/failure
that has a known solution.
• Provide specific corrective actions to prevent further field
failures/problems.
• Must-Do Maintenance Bulletins involve potentially
catastrophic situations. Compliance within the
determined maintenance deadline is mandatory.
• Required action items must be completed before or at the
next STEM II inspection, or within 6 months, whichever
comes first.
• May need to incorporate MB into routine STEM II. Process for Well Services Alert, Must-Do Bulletin and Bulletin Releases @
http://intouchsupport.com/intouch/methodinvokerpage.cfm?caseid=2040745

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WS Std 03: Maintenance Performance Indicators
Performance Indicators i-District Participation Indicators
• Every location shall have defined performance
indicators based on the documented maintenance • Repair Order Processing
workflow for that location. • ROs in Process
• ROs Closed
• Performance indicators must be agreed upon annually • RO Closed with Promise Date
by both the MSV/MM and line management. • In-Service Date < 2 hours
• Percent Promise Date (80% Min.)
• Performance Indicators are available from the Fleet • Percent In-Service Date (80% Min.)
Assistant website. Some of the indicators are:
• PM Processing
• Jobs Dispatched
• Dispatched Units Overdue
• Av. Units Overdue per Job

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WS Std 03 Maintenance – Guideline 01
STEM Inspection and Maintenance Procedures
• STEM inspection guide provides guidance by component or system.
• The inspection process is the same (when an inspector gains the knowledge and skills required to inspect an engine
for example, it does not matter what size or where the engine is used. This applies to transmissions, hydraulic
systems, etc…).
• Regular and thorough inspection and lubrication of equipment is the first requirement of a good preventive
maintenance and safety program.
• Preventive maintenance can be defined as: "Procedures necessary to obtain maximum life, satisfactory
performance, and safe operation from a piece of equipment, at minimum cost.“
• Instructions, check sheets and inspection schedules are provided as a guide to assist you in setting up a systematic
inspection and maintenance program.
• Program also includes items that require periodic inspection by the USA DOT safety regulations. The USA DOT
regulations do not specify definite time or mileage intervals. The fundamental requirement is that there be a
systematic inspection and maintenance system and that some records be kept for each vehicle.
• The intervals indicated in the STEM II & III reports are based on our experience for average operating conditions. In
some areas and under certain operating conditions, equipment may require less frequent or more frequent
inspection and maintenance to keep it in safe, efficient and economical operating condition.

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