V.1-2020 
 

HSE Inspection Handbook 

 

About 

Author 
 

Fuad Jalilov was born in 1980, in Azerbaijan.  

Gained experience in Onshore and Offshore Oil & Gas Industry QHSE starting from 2001. 

Throughout his career he was heavily exposed to various projects with major oilfield Operators like EXXON, CONOCOPhillips, 
Petronas, Wintershall, Maersk Oil, Shell, BP. 

Fluent in English, Russian, Turkish 

Started the HSE website EntirelySafe.com with an intention to provide support to fellow HSE professionals globally. 

My inspiration in HSE is a verse from the Quran 

“whoever saves one - it is as if he had saved mankind entirely​” 
  [Quran, al Maida 5:32] 

  2 of 30   

 
 

HSE Inspection Handbook 

 

Content 

Communication 5 
Prepare for Conversation 6 
Active Listening 6 
Focus on Positive 6 

HSE Management System 7 

Site Inspection 8 

Personnel 9 
Training 10 

Wells Process Safety 11 

Training 12 
Emergency 12 
Compliance 12 
BOP Stack 13 
Valve & Temporary Pipework 13 
Choke Manifold 14 
Koomey Unit 14 
Mud Gas Separator & Degasser 15 
Fluid Management 15 

Emergency 17 
Emergency Manual 18 
Emergency Drills 18 
Emergency Equipment 18 

Control of Work 20 

Permit to Work 21 
Lock Out - Tag Out 21 

Road Safety 22 

Road Safety Management 23 
Land Rig Move 23 

Lifting & Hoisting 24 

Lifting Gear Controller 25 
Drilling Equipment 25 
Crane 26 
Forklift 26 
Lifting Gear 26 

  3 of 30   

 
 

HSE Inspection Handbook 

 

Fall Protection Equipment 27 

Winch 27 
Lifting Operation 27 

Occupational Safety 28 

Hand & Finger Safety 29 
DROPS 29 

  4 of 30   

 
 

HSE Inspection Handbook 

 

Chapter 1  

Communication 
 

  5 of 30   

 
 

HSE Inspection Handbook 

 

Prepare for Conversation 

Type 1: The Walk-Around Conversation 

Ask various questions while walking around, e.g. looking for hazards. 

● “What is your biggest safety concern with this task?” 

● “What can we do to make this task safer?” 
● “If you could address one safety concern—say, by buying equipment, changing a work process, or changing a work 
rule—what would it be?” 
● “Do you have any ideas that would help us do it better?” 
● “Have you seen an incident caused by the issue?” 
● “Has anybody been hurt, or narrowly avoided getting hurt?” 
● “Would you be willing to help by being on a task force to look at the issue?” 

Type 2: The “Why I Care about Safety” Elevator Speech 

● Prepare a 15-20 sec, 1-2 sentence speech on ‘Why should I care about safety?” 

Type 3: The Safety Feedback Conversation 

● Appreciation – Employee is doing well; 

● Coaching – Employee doing fine, but needs a correction. 
○ Performance Coaching – observe and show the correct way 
○ Leadership Coaching – ask open questions, let the employee find solutions. 
● Constructive Feedback – when performance is not meeting expectations, and you have specific feedback to correct the 
situation. 

Active Listening 
● Mirror or repeat what the person is telling you 
○ Paraphrase the message 
○ Summarize content 
○ Ask for clarification 
● Acknowledge feelings 
● Avoid reacting with criticism 

Focus on Positive 
Try to emphasize the positive aspects of your program. Effective safety and health programs can improve: 

● Product, process, and service quality. 

● Workplace morale. 
● Employee recruiting and retention. 
● Mage and reputation among customers, suppliers, and the community. 

  6 of 30   

 
 

HSE Inspection Handbook 

 

Chapter 2  

HSE Management 
System 

  7 of 30   

 
 

HSE Inspection Handbook 

 

Office Audit 
#  Title  Remarks 

1  HSE Policy available   

2  HSE KPIs available   

3  HSE Procedures available   

4  HSE Plan available   

5  HSE Meetings held   

6  Action register available and used   

7  Field visits carried out by Leadership   

Preventive maintenance system (PMS) 

8   
implemented 
 

Site Inspection 
#  Title  Remarks 

1  Visitor Log Book available   

Camp inspected and actions addressed once per 

2   
month 

3  Handovers are carried out between shifts   

4  Driller written work instructions carried out   

Site inspection conducted by unit manager 

5   
(self-assessment) 

Site Inspection Actions addressed by unit 

6   
manager 

Preventive maintenance system requirements 

7   
are followed 

 
 

  8 of 30   

 
 

HSE Inspection Handbook 

 

Chapter 2  

Personnel 

  9 of 30   

 
 

HSE Inspection Handbook 

 

Training 
#  Title  Remarks 

1  HSE training matrix available and updated   

2  Compliance to fitness to work   

  10 of 30   

 
 

HSE Inspection Handbook 

 

Chapter 3 

Wells Process 
Safety 

  11 of 30   

 
 

HSE Inspection Handbook 

 

Training 
#  Title  Remarks 

1  DSV, PE, TP, NTP , Drillers and AD have valid 

 
IWCF 

2  DSV TP, NTP have valid OSC   

 

Emergency 
#  Title  Remarks 

Drills dashboard updated and drills conducted as 

1  per HSE plan ( Kick, Trip, Strip, Fire , stretcher   
drills ) 

BOP test records and Accumulator are available, 

2   
annotated and signed by DSV and TP? 

Kick Procedure: Is the definitive shut-in method 

3   
posted in the doghouse? 

Kick Procedure: Are maximum allowable annulus 

4  surface pressures (MAASP) displayed in the   
doghouse after each casing string is installed? 

Kick Procedure: Are barriers identified in the 

5   
program for each stage of the program? 

Kick Procedure: Is the barrier plan including 

validation requirements (pressure test etc) 
6   
posted on the drill floor for the current 
operation? 
 

Compliance 
#  Title  Remarks 

1  Are Certificates Of Conformance (COC), 

Certificates Of Service (COS) and where 
 
applicable Certificates of Compatibility (COC) 
readily available on the rig? 

2  Primary Flow Wetted Equipment ( COC, COS and 

intermediate & major) are added to register and   
expiries tracked? 

  12 of 30   

 
 

HSE Inspection Handbook 

 

3  Non-Primary Flow Wetted Equipment ( COC, 

COS and intermediate & major) are added to   
register and expiries tracked? 
 

BOP Stack 
#  Title  Remarks 

1  Is the BOP configuration (including HCRs / 

choke & kill lines) in accordance with Well   
Control Procedure 

2  Is there a procedure for pressure testing the 

 
BOP? 

3  Is the BOP annular elastomeric temperature 

 
ratings suitable ? 

4  Are all BOP remote panel lights are working   

5  Suitable rams sizes are in use?   

6  Has an actual shear test been done with the type 

 
ram in use ? 

7  Any Step-out available for non-compliance ?   

8  Well control equipment is lined up for hard Shut 

 
in? 

9  Have safety lines attached to the kill lines and 

 
choke line? 

10  Are kill lines >= 2 inch ID for surface stacks?   

11  Are choke lines >= 3 inch ID for surface stacks?   

 

Valve & Temporary Pipework 

#  Title  Remarks 

1  Are 2 FOSV (TIW or Kelly Cocks) with allen keys 

available (One at rig floor and one spare) for   
every thread type/size in use? 

  13 of 30   

 
 

HSE Inspection Handbook 

 

2  Are 2 IBOPs (Grey valves) available (One at rig 

 
floor and one spare)? 

3  Any float valve in the drill string ? ( 2 floats for 

 
HPHT ) 

4  Can the FOSV valve be stripped into the hole?   

5  Is Temporary pipe work register Maintained and 

 
updated? 

6  Are all hammer unions lugs in good condition and 

 
TPW restrained suitably? 
 

Choke Manifold 
#  Title  Remarks 

1  Is the installed choke manifold complying with 

 
Well Control Procedure? 

2  Is there a formal test procedure on site for 

 
testing the choke manifold? 

Koomey Unit 
#  Title  Remarks 

1  Hydraulic hoses (except annular) tested to 

 
3000psi ? Ready for by-pass 

2  Are weekly function tests conducted and rotated 

 
between panels? Records? 

3  Are regular accumulator tests conducted?   

4  Confirm that pressure readings on the remote 

controls are reflecting the pressures on the BOP   
control unit. 

5  Confirm drawdown tests are performed with air 

pump or electric pump isolated to validate each   
is working ( Report signed by TP and DSV ) 
 

  14 of 30   

 
 

HSE Inspection Handbook 

 

Mud Gas Separator & Degasser 

#  Title  Remarks 

1  Are there a mud gas separator and Degasser 

 
installed on the rig? 

2  Does the TP and DSV know the working 

 
envelope (mud weight vs. pressure)? 

3  Are formal testing procedures available on site?   

4  Is a low pressure (e.g. 15 psi) gauge fitted in gas 

 
separator? 

5  Is the vent line 8″ available as a minimum 

 
requirement? 
 

Fluid Management 
#  Title  Remarks 

1  Are the trip sheets updated every 5 stands ?   

2  Do all active tanks have drilling contractor 

 
volume sensors installed? 

3  Does the trip tank have a drilling contractor 

 
volume sensor installed? 

4  Does the drilling contractor have a flo-show flow 

 
out sensor? Audible? 

5  Is the mud logging company maintaining an 

 
independent trip sheet? 

6  Do all active pits have independent mud logger 

 
volume sensors installed? 

7  High/low alarm setting tested ?   

8  Supply rate well site water (WSW) is sufficient 

 
for current well risk? 

9  Does the mud logging company have a gas 

 
chromatograph? 

  15 of 30   

 
 

HSE Inspection Handbook 

 

  16 of 30   

 
 

HSE Inspection Handbook 

 

Chapter 4  

Emergency 
 

  17 of 30   

 
 

HSE Inspection Handbook 

 

Emergency Manual 
#  Title  Remarks 

1  Emergency scenarios available   

2  Emergency Teams roster is available   

Emergency Contact Numbers available & posted 

3   
at site 
 

Emergency Drills 
#  Title  Remarks 

Emergency drills schedule available and 

1   
conducted as per plan 

Emergency drills documented (i.e. efficiency, 

2   
timing ,..etc) 

Emergency equipment available and functioned 

3   
as per contract 
 

Emergency Equipment 
#  Title  Remarks 

Emergency equipment available and functioned 

1   
as per contract 

H2S & Hydrocarbon detectors and alarms are 

2   
available 

H2S & Hydrocarbon detectors are certified 

3   
(Third party calibration) 

H2S & Hydrocarbon detectors and alarms are 

calibrated at regular intervals or during rig up/ 
4   
routine maintenance whichever is earlier 
(Through inject the gas) 

H2S & Hydrocarbon alarms are functionally 

5   
tested at regular intervals  

6  ESD available   

  18 of 30   

 
 

HSE Inspection Handbook 

 

7  ESD tested during each rig up   

Satellite phones available in area where there is 

8   
no mobile network 

  19 of 30   

 
 

HSE Inspection Handbook 

 

Chapter 5  

Control of Work 
   

  20 of 30   

 
 

HSE Inspection Handbook 

 

Permit to Work 
#  Title  Remarks 

1  PTW Procedure is available   

2  PTW Book/Form is available   

3  PTW training is carried out   

3  PTW Register is available & filled   

Lock Out - Tag Out  

#  Title  Remarks 

1  LOTO procedure available and implemented   

2  Isolation Register is available   

3  Lock-out devices available   

  21 of 30   

 
 

HSE Inspection Handbook 

 

Chapter 6  

Road Safety   

  22 of 30   

 
 

HSE Inspection Handbook 

 

Road Safety Management 

#  Title  Remarks 

1  Road Assurance inspection valid for all vehicles   

2  Drivers are trained for Defensive Driving skills   

3  All Journey manager are trained   

IVMS installed and Individual key available for all 

4   
drivers 

Land Rig Move 

#  Title  Remarks 

1  Route survey   

2  Convoy agreed   

3  Premove TBT   

Rig Move contractor internal checklist is filled 

4   
Overhead lines clearance 

5  New location pad is compacted   

6  Rig Layout followed   

  23 of 30   

 
 

HSE Inspection Handbook 

 

Chapter 7  

Lifting & Hoisting 

   

  24 of 30   

 
 

HSE Inspection Handbook 

 

Lifting Gear Controller 

#  Title  Remarks 

Lifting equipment controller identified & 

1   
available on location 

Lifting equipment controller identified on 

2   
location 

Lifting equipment controller knows his 

3   
responsibilities 

4  Lifting equipment controller trained   

Drilling Equipment 
#  Title  Remarks 

Elmagco Airgap tested and Elmagco brake 

1   
efficiency tested as per OEM guideline 

2  OEM certification is available   

3  Slip and cut ton-mile data maintained & executed   

Fast line end clamp secured in place and no 

4   
movement 

Dead line well anchored & gap as per OEM 

5   
requirement 

Minimum wraps on drawworks drum are 

6   
maintained as per OEM 

Crown “O” matic / Block control system 

7   
function test weekly & when slip/cut performed 

Crown “O” matic / Block control system check 

   
recorded in daily driller log/handover 

  Draw works brake certification is valid   

Draw works emergency brakes function tested 

   
weekly 

  25 of 30   

 
 

HSE Inspection Handbook 

 

Crane 
#  Title  Remarks 

1  Crane certification is available and valid   

2  Crane operator trained   

Forklift 
#  Title  Remarks 

1  Forklift certification is valid   

2  Forklift operator trained   

Lifting Gear 
#  Title  Remarks 

1  Lifting gear color coding schedule is available   

2  Lifting gear are color coded   

3  Lifting gear certification is valid    

4  Lifting gear quarantine box available   

5  No rejected/uncertified lifting gear in use   

6  Lifting gear register available & updated   

Lifting equipment controller identified & 

7   
available on location 

Lifting equipment controller identified on 

   
location 

  26 of 30   

 
 

HSE Inspection Handbook 

 

Fall Protection Equipment 

#  Title  Remarks 

Harness & Lanyard tested and certification is 

1   
valid 

2  Fall arresters tested and certification is valid   

3  Man riding/Man lifting certification is valid   

Man riding/Man lifting procedure available and 

4  implemented (i.e. pre man riding checklist,   
critical lift plan, man riding register) 
 

Winch 
#  Title  Remarks 

1  Inspected and certification is valid   

 

Lifting Operation 
#  Title  Remarks 

1  Banksman available   

2  Banksman is trained   

3  Area barricaded   

4  Taglines used   

  27 of 30   

 
 

HSE Inspection Handbook 

 

Chapter 8  

Occupational Safety 

  28 of 30   

 
 

HSE Inspection Handbook 

 

Hand & Finger Safety 

#  Title  Remarks 

1  Finger saver available onsite & used   

2  Push/pull stick available on site & used   

3  Tubular handling tool available on site & used   

4  Tag lines used for handling load   

Pinch point register available and updated after 

5   
every pinch point hazard hunts 

Pinch point implemented in selected areas (i.e. 

6   
color coded) 

7  Impact gloves are available & used   

 

DROPS 
#  Title  Remarks 

1  DROPS training is completed   

2  Drops Focal Point appointed   

3  Drops Focal Point is aware of his responsibilities   

4  Drops Inspection is carried out internally   

5  Drops Register on Drill Floor   

6  Drops Survey is carried out by Third Party   

All actions from last DROPS survey are 

7   
completed 

8  Tethered tool kit available and used   

Register available for Tools at height and all tools 

9   
and equipments logged in the register 

DROPS inspections are done weekly, after every 

10   
rig up and jarring operations 

DROPS inspections are verified and signed by 

11   
contractor’s representative once per month 

  29 of 30   

 
 

HSE Inspection Handbook 

 

12  Red Zone/No go Zones clearly identified in Map   

13  Red Zone/No Go Zone clearly marked   

Area authority knows his responsibilities and 

14   
zones are managed 

  30 of 30