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Operator Care – 4 Elements to 
Enhanced Operator Inspections                                                     


 “TOOL BOX TRAINING” 
By Mike Gehloff, GPAllied mgehloff@gpallied.com 
 
Operator Care is a simple process that engages all of the                ELEMENT 2 – Formal Routine Inspection Forms:  Simple, 
personnel working within the organization towards a                      clear, and concise, the Routine Inspection Form defines 
common goal of increased throughput and decreased                        the expectations of the operators in the area and 
equipment delays.                                                        facilitates standardization of: 

It is simple in that it engages all of the ears, eyes, and                      What is to be inspected? 
noses in the early identification of equipment                                  How Often? 
abnormalities (rather than the subsequent failures) and 
                                                                                Who is Responsible? 
provides a simple means to report and track the repairs 
to be performed.                                                                What is the Acceptable Range (Quantitative 
                                                                                 Criteria)? 
Elements to Improve Operator Inspections:                                       Where is it located and what does it Look Like? 
                                                                                How do I communicate what I have found to 
ELEMENT 1 – Focus on Abnormalities, not Failures:                                others? 
Point “P” (the onset of failure) differs greatly from point 
“F” (the loss of function) on the P‐F curve.  Many                       In order to be most effective, routine inspection forms 
operators do not understand this relationship and are                    must be formally written and contain the elements listed 
not conditioned to report equipment abnormalities.                       above. Most importantly, the inspections must be 
                                                                         developed by a team of operators and maintenance 
With simple discussion, this important differentiation                   technicians working together, ensuring ownership and 
can be explained.   It is important to continually discuss               accountability. 
the different ways in which abnormalities present 
                                                                          
themselves on the equipment under each operator’s 
care, and to train them in the common failure modes                       
that they must be looking for. 
                                                                          
 
                                                                          
 
                                                                          
 
                                                                          
 
                                                                          
 
                                                                                 Team’s Review the Formal Inspection Forms 
 
                                                                          
                       The P‐F Curve 
                                                                          

                                                                               Page 1 of 2                                      GPAllied
                                                                                                                  4360 Corporate Road 
                                              If you have questions or suggested topics send an email to                       Suite 110 
                                                                          rsmith@gpallied.com                     Charleston, SC 29405 
                                                                                                                  Office (843) 414‐5760 
                                                                                                                    Fax (843) 414‐5779 
                                                              Copyright 2010 
                                                                                                               www.gpallied.com
                                                                       
 
 
Operator Care – 4 Elements to 
Enhanced Operator Inspections                                                      


 “TOOL BOX TRAINING” 
By Mike Gehloff, GPAllied mgehloff@gpallied.com 
 
ELEMENT 3 – Ensure Inspections are Quantitative:                         ELEMENT 4 – Liberal use of Visual Controls:  

A quantitative inspection is one that can be performed in                Visual controls can be used to: 
a standardized, repeatable, and measureable way by                             Improve the Speed and Accuracy of Inspection 
every operator.  Quantitative inspections include some                         Reduce Confusion 
numeric criteria whenever possible (pressure, temp.,                           Ensure Consistency 
level, etc.), or a detailed description what we would                               
expect to see.   Quantitative inspections are often                       Simple applications such as the marking of gauges and 
enhanced with pictures or sketches.                                       level indicators, match marking base bolts, or labeling 
                                                                          equipment can greatly enhance inspection performance 
Subjective Inspection: “Check Gearbox”
                                                                          and engagement.  
                                                                           
Quantitative Inspection: “Ensure Oil Level
                                                                           
½” - ¾” in Sight Glass”
                                                                          
                                                                          
These quantitative descriptions are built into the routine                
inspection forms used by the operators.   In certain                      
applications it is challenging to describe the desirable (or              
undesirable) condition.   In these situations the use of                  
photographs greatly improves the inspection process.                                    Teams Applying Visual Controls 
                                                                         Conclusion:  
                                                                          
                                                                         Organizations that fail to engage the operators in their 
                                                                         asset care strategies are missing a great opportunity to 
                                                                         identify and address abnormalities early in the failure 
                                                                         process. 
                                                                          
                                                                         Our experience shows that operators are ready and 
                                                                         willing to be part of the total asset care strategy if we: 
                                                                               Engage Them Directly 
                                                                               Value their Input 
                                                                               Work Cooperatively to Define Clear Expectations 
                                                                               Make it Visual 
                                                                               Follow Up on Reported Problems in a Timely 
                                                                                  Manner 
                     A One Point Lesson 
                                                                               Page 2 of 2                                             GPAllied
                                                                                                                         4360 Corporate Road 
                                              If you have questions or suggested topics send an email to                              Suite 110 
                                                                          rsmith@gpallied.com                            Charleston, SC 29405 
                                                                                                                         Office (843) 414‐5760 
                                                                                                                           Fax (843) 414‐5779 
                                                            Copyright 2010 
                                                                                                                   www.gpallied.com
                                                                     
 

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Tool Box Training-Operator Care

  • 1.   Operator Care – 4 Elements to  Enhanced Operator Inspections    “TOOL BOX TRAINING”  By Mike Gehloff, GPAllied mgehloff@gpallied.com    Operator Care is a simple process that engages all of the  ELEMENT 2 – Formal Routine Inspection Forms:  Simple,  personnel working within the organization towards a  clear, and concise, the Routine Inspection Form defines  common goal of increased throughput and decreased  the expectations of the operators in the area and  equipment delays.  facilitates standardization of:  It is simple in that it engages all of the ears, eyes, and   What is to be inspected?  noses in the early identification of equipment   How Often?  abnormalities (rather than the subsequent failures) and   Who is Responsible?  provides a simple means to report and track the repairs  to be performed.    What is the Acceptable Range (Quantitative    Criteria)?  Elements to Improve Operator Inspections:    Where is it located and what does it Look Like?     How do I communicate what I have found to  ELEMENT 1 – Focus on Abnormalities, not Failures:   others?  Point “P” (the onset of failure) differs greatly from point  “F” (the loss of function) on the P‐F curve.  Many  In order to be most effective, routine inspection forms  operators do not understand this relationship and are  must be formally written and contain the elements listed  not conditioned to report equipment abnormalities.  above. Most importantly, the inspections must be  developed by a team of operators and maintenance  With simple discussion, this important differentiation  technicians working together, ensuring ownership and  can be explained.   It is important to continually discuss  accountability.  the different ways in which abnormalities present    themselves on the equipment under each operator’s  care, and to train them in the common failure modes    that they must be looking for.                      Team’s Review the Formal Inspection Forms      The P‐F Curve    Page 1 of 2  GPAllied 4360 Corporate Road           If you have questions or suggested topics send an email to   Suite 110                                                   rsmith@gpallied.com  Charleston, SC 29405    Office (843) 414‐5760  Fax (843) 414‐5779  Copyright 2010  www.gpallied.com     
  • 2.   Operator Care – 4 Elements to  Enhanced Operator Inspections    “TOOL BOX TRAINING”  By Mike Gehloff, GPAllied mgehloff@gpallied.com    ELEMENT 3 – Ensure Inspections are Quantitative:   ELEMENT 4 – Liberal use of Visual Controls:   A quantitative inspection is one that can be performed in  Visual controls can be used to:  a standardized, repeatable, and measureable way by   Improve the Speed and Accuracy of Inspection  every operator.  Quantitative inspections include some   Reduce Confusion  numeric criteria whenever possible (pressure, temp.,   Ensure Consistency  level, etc.), or a detailed description what we would    expect to see.   Quantitative inspections are often  Simple applications such as the marking of gauges and  enhanced with pictures or sketches.  level indicators, match marking base bolts, or labeling    equipment can greatly enhance inspection performance  Subjective Inspection: “Check Gearbox”   and engagement.       Quantitative Inspection: “Ensure Oil Level     ½” - ¾” in Sight Glass”         These quantitative descriptions are built into the routine    inspection forms used by the operators.   In certain    applications it is challenging to describe the desirable (or    undesirable) condition.   In these situations the use of    photographs greatly improves the inspection process.  Teams Applying Visual Controls    Conclusion:     Organizations that fail to engage the operators in their  asset care strategies are missing a great opportunity to  identify and address abnormalities early in the failure  process.    Our experience shows that operators are ready and  willing to be part of the total asset care strategy if we:   Engage Them Directly   Value their Input   Work Cooperatively to Define Clear Expectations   Make it Visual   Follow Up on Reported Problems in a Timely    Manner  A One Point Lesson  Page 2 of 2  GPAllied 4360 Corporate Road           If you have questions or suggested topics send an email to   Suite 110                                                   rsmith@gpallied.com  Charleston, SC 29405    Office (843) 414‐5760  Fax (843) 414‐5779  Copyright 2010  www.gpallied.com