Late 2004, representatives from IADC, HSE, BROA, UKOOA, and equipment manufacturers met to discuss development of an agreed methodology which would allow Installation Duty Holders to be able to demonstrate a robust and well-reasoned process to determine the level of tubular handling mechanisation employed on any installation, and to be able to use this methodology to formally justify their equipment decisions.
This had been prompted by several forums questioning whether increased mechanisation of tubular handling processes could result in better safety performance.
This resulted in development of the ‘Tubular Handling Appraisal Tool’, created to allow users to formally document the factors leading to the choices of equipment and level of mechanisation used on any offshore installation. This will be of particular interest to Duty Holders during safety case assessment or incident investigation, to demonstrate measures taken to ensure risks are kept ‘as low as reasonably practicable’.
This template has been developed in a user-friendly format, for easy completion. Help and Guidance buttons are provided to assist the user, and the accompanying ‘Tubular Handling Appraisal Tool’ presentation provides further information. This Appraisal Tool requires that macros are ‘enabled’ to function correctly, so it is important that users choose this option when prompted. The Help section also provides important macro security information.
Users are asked to check they are using the latest version available from the website when using the document at a later date
(www.iadc.org/committees/hse/index.html).
Tubular Handling Appraisal Form
For the Appraisal Form to function correctly, it is important the form is saved on your hard-drive. Please right click on 'Tubular Handling Appraisal Tool' and 'save target as'.
Help
Macro Security Problems
The Tubular Handling Appraisal Form requires that macros are enabled in order to function correctly. If you think that the spreadsheet is not working the way it should then you can test if the macros are enabled by pressing the [Return to Form] button at the top of this screen. If you are returned back to the main form then macros are enabled.
If clicking on the button does not return you to the main form then it is probably because macros are not enabled. There are two ways to resolve this.
1. Did you see a message asking you to choose to Enable or Disable macros when you opened this sheet? If the answer is yes then you should close this sheet and reopen and click on Enable Macros when prompted.
2. The Excel macro security may be set to High which automatically disables ALL macros. To change this setting, click on the Tools | Macro | Security... menu option, select the Medium security option and click on the [OK] button.
You will now have to close Excel and reopen it again and when you open this spreadsheet you will be asked if you want to enable or disable macros, please click on Enable Macros when prompted.
Using The Form
When using the form it is possible to get additional help for each question. If the user right-clicks on a cell a popup dialogue box will be displayed offering extended guidance notes.
Data Entry
Some of the cells have data validation rules attached to them that will require you to provide one of a preset list of answers, for example Y, N for yes or no or H, M, L for high, medium or low. If you get an error message when entering your answers it will most probably be because your response does not match one of the preset answers.
Some cells on the worksheet will popup an extended dialogue box when selected. One example of this is the Rig Name cell at the top left of both the Summary form and the Additional Data form. Highlighting any of the cells in this group will display the data entry input dialogue box.
On the Summary form there is a column titled Risk Mitigation Measures. Clicking on this column will popup a dialog box into which risk, recommendation and reason text can be entered. When risk mitigation measure text has been entered, the column will show "Yes" in each cell where text has been entered. You can also view this text by looking at the Additional Data form.
Tubular Handling Appraisal Tool Presentation
Two presentation versions are provided, one in slide show format, the other in looping presentation format.
To Download the Presentations please right click on ‘Presentations’ and ‘save target as’ - this will save the zip file to your hard-drive. Then choose to extract the files within the zip file and view the presentations. If you do not choose to extract the files the Presentation components won’t work together.
To open the presentation you will need either PowerPoint or PowerPoint Viewer. If you do not have either, PowerPoint Viewer is available for download free of charge (www.microsoft.com/downloads/details.aspx?FamilyId=428D5727-43AB-4F24-90B7-A94784AF71A4&displaylang=en)