OQ and Training
Building a pressure testing competency program from scratch
A competency program is not a training calendar. It is a statement of what each role must be able to do, and evidence that they can.
Start from roles, not courses
Four roles typically touch a pressure test, and they need different things.
- The buyer — scopes and accepts. Needs fluency: read a ladder, interpret a window, recognise a defensible acceptance argument.
- The engineer — designs the test. Needs calculation: Barlow, elevation windows, compliance, pressure-temperature response, inventory.
- The inspector — witnesses and challenges. Needs both, plus the confidence to stop a job.
- The technician — executes. Needs procedure, equipment and the failure modes that hurt people.
Define the competencies concretely
“Understands hydrostatic testing” is not a competency; it cannot be assessed. “Can calculate an allowable elevation window for a segment and identify where segment breaks are required” can be.
Write each as something a person can be observed doing, with a stated standard.
Assess against work, not attendance
The strongest evidence is work product: a test ladder the person built, an acceptance argument they wrote, a pressure-volume plot they interpreted correctly under supervision.
Written assessment supports that. Attendance alone supports very little.
On our engineering workshop the asterisked problems of Appendix E are worked through in full, and a sixteen-inch crude oil pipeline is engineered end to end over the day — which produces exactly the kind of work product a competency file needs.
Keep the evidence in a form that survives
Course name, syllabus, date, hours, provider, assessment outcome, and the work product itself. Filed against the individual, not against the project.
People move between projects; the competency file has to follow the person.
Refresh deliberately
Set a refresh interval and hold to it. Regulations change — the spike test requirement arrived with the 2019 gas transmission rule — and a competency assessed against a superseded framework is evidence of the wrong thing.
From Proper Pigging, the hydrostatic and nitrogen test field book, and the HydroTech certification courses built on it.