Operations / Operational Discipline

Conduct of Operations.

What is it?


Conduct of Operations (CoO) is a term that defines execution of operational and management tasks in a deliberate and structured manner. The overall objective of CoO is structuring operational tasks in a manner consistent with the organization's risk tolerance to ensure that every task is performed deliberately and correctly, minimizing variations in performance. By "correctly" we mean, "Everyone, doing the right thing, at the right time, every time." Minimizing variations in performance reduces risk and enhances operational integrity. The outcome of doing things correctly on a consistent basis is "Operational Discipline."

As companies mature with CoO, they realize that better process safety, cultural safety, and management of human factors are integral to achieving sustainable Operational Discipline.


Linking "what we do" with "why we do it," enables companies to move beyond training to a competency-based culture and become "High Reliability" organizations. Moving a heavily procedure-dependent organization from a training-based culture to a culture built around supporting effective decision support reduces human error. One of the key pieces in achieving that cultural shift is the digitalization of procedures, operator rounds, and operator logs. Effective digitization puts critical information into the hands of the workforce when and where they most need it – and supports smart decisions at the point of work.

Organizational Drift and human factors can both negatively affect organizational integrity. In tough times, it can become difficult for some organizations to accept that one cost of staying in business is the cost to continually work safely. Between 70% and 90% of failures are attributable to human or organizational failure. This deviation from accepted and expected performance levels tends to be associated with increasing levels of non-compliance. To reduce failures, organizations must focus on mitigating these factors.

CoO entails putting management systems into place to ensure operating and engineering disciplines are effective and that they continue to improve the entire process safety culture. Many companies adopt barrier management to detect organizational drift.


Engineering Discipline

  • Alarm management
  • Selection and monitoring of safe operating limits with documentation of technical basis
  • Consequences of deviation
  • Steps to correct and how these limits tie into operating discipline

Operational Discipline

  • Shift handover
  • Shift instructions
  • Shift notes
  • Development of operator evaluation rounds
  • Abnormal event communications
  • Equipment line-up and sample collection

Management Discipline

  • Continuity of operation
  • Fatigue management
  • Incident management
  • Work environment
  • Performance model
  • Inspection of operating and engineering disciplines

OESuite™ Conduct of Operations modules:

  • Mobility

    OS offers a comprehensive mobile approach on a flexible platform, enabling simple point-of-acquisition data gathering and reporting from the field. This core capability of the OESuite™ platform includes business process and workforce management, analytics, and an email agent. Learn More »

  • Operator Rounds

    OESuite™ delivers a fully integrated platform including Operator Rounds, Operator Logs, Inspection, and Compliance/Task Management modules – to give companies a single source solution for all field data. Now, field workers can safely isolate energy sources, access work orders, conduct root cause analysis (RCAs), initiate work notification, safely startup equipment, and access critical procedures. Learn more »

  • Operator Logs / Shift Handover

    With the Operational Sustainability, LLC® (OS) OESuite™ Operator Logs (OL) Module, you can safely manage shift handovers, while gaining insight into plant operations and furthering the pursuit of operational excellence. The Operator Logs Module integrates the board operator with the field operator and provides visibility into control room information including alarms, Safety Instrumented Systems (SIS), work instruction, and standing orders from production. Learn more »

  • Control of Work / Work Permitting / LOTO

    Poor organization of work permits leads to poor work execution for routine maintenance and capital projects. OESuite™ electronically integrates and controls permits & certificates, identifies hazards and proper controls, conducts risk assessments, facilitates isolation management, and shares lessons learned. Learn more »

  • Control of Work / Work Permitting Mobile
    Work Permitting Mobile

    Operational Sustainability, LLC® (OS) offers the OESuite™ Control of Work / Work Permitting Mobile Module to integrate work permits, efficiently organize and link work packs to your Enterprise Asset Management (EAM) solutions, identify hazards and proper controls, facilitate isolation management, enable Pre-Startup Safety Reviews (PSSRs), and identify risks to mitigate in the field. Learn more »

  • Procedures Mobile

    The OESuite™ Procedure Management (PM) Module is a database model for procedural automation that saves time in authoring, modifying and standardizing procedures. By leveraging pre-formatted templates, procedures can be customized for individual equipment while retaining information from content templates. Learn More »

  • Work Management / CMMS

    The OESuite™ Work Management (WM) Module helps companies plan work activities to improve asset performance. WM is integrated with numerous modules and improves the workflow and efficiency for submit work notifications and work orders including automated alerts. Learn more »

  • Work Instructions / Procedures Mobile
    Work Instructions/Procedures Mobile

    Through the OESuite™ Work Instructions / Procedures Mobile Module from Operational Sustainability, LLC® (OS), users can create digital procedures and share work instructions within a framework that supports continuous feedback and communication. Learn more »

  • Inspection Mobile

    OS offers OESuite™ Inspection Mobile as part of its overall mobility platform to help companies enable numerous mobile forms and workflows. This allows both field personnel and inspectors to do visual inspections of equipment including Level 1 Fitness-for-Service (FFS) evaluations, plus, record thickness measurement readings to evaluate the remaining half-life of equipment. Learn more »

  • Incident Mobile

    Incident Mobile enables both field personnel and managers to log near-misses and first report of incidents right from their mobile device. Learn more »

  • Audit Mobile

    Operational Sustainability, LLC (OS) offers the OESuite™ Audit Mobile module as part of our overall mobility platform to streamline the auditing of any business process at the point of work, using tablets and/or mobile phones. Learn more »

  • Task / Compliance Management

    Task/Compliance Management (TCM) with OESuite™ is designed to manage tasks and compliance activities. Users can create tasks on a one time, recurring, or rolling recurring basis by responsible person or team. Learn More »

  • Alarm Management

    A well-tuned alarm system is critical to achieving cost effective operations. Poor alarm management leads to unplanned outages and decreased profitability. While the focus is typically optimized for run state, critical modes of operation are often neglected (i.e. startup and shutdown). Learn More »

  • Integrity Operating Windows (IOWs)

    Operational Sustainability, LLC offers insight into operating conditions along with a fundamental understanding of damage mechanisms required to maintain your inspection program via our Integrity Operating Window (IOWs) Module. Companies need to establish process variables to control their process (i.e. product within specification, safe operation, reliability, etc.) including a subset of operating limits (in this case called operating windows) that address the controls necessary on any and all process variables that might affect the integrity or reliability of the process unit. Learn More »

  • Relief Device Management

    The OESuite™ Relief Device Management (RDM) Module is an integrated solution for managing relief device information. Information or properties on relief devices such as pressure relief valves, safety relief valves, rupture disks, and pin-actuated devices can be tracked, queried, and compared across all managed locations.    Learn more »

  • Condition Based Maintenance (CBM)

    Operational Sustainability, LLC (OS) offers the OESuite™ Condition Based Maintenance (CBM) module as an integrated approach to reduce the operating costs and increase the safety of assets. Maintenance activities are directed based on equipment operating data, avoiding the often-severe costs of reactive or corrective only maintenance and the unnecessary costs of replacing parts before the end of their useful life simply because scheduled maintenance dictates it. Learn more »

  • Condition Assessment

    Operational Sustainability, LLC (OS) offers a Condition Assessment (CA) module in OESuite™ to help asset owners gather and interpret important information on assets in operation to optimize reliability and integrity studies (such as Reliabiliy Centered Maintenance and / or Risk Based Inspection). Learn More »

  • Performance Management

    OS's robust reporting and metrics module, Performance Management (PM), empowers companies with the capability to roll-up their reporting information and publish it effortlessly to dashboards. Users can put ranges on data to keep values that are not appropriate from being entered. All OESuite modules aggregate to PM to enable simple roll-up of information. Learn More »

Client Success

Operational Sustainability has quickly become an important business partner for our company. We implemented the Learning Management System, CAPA and Task / Compliance Management modules in 2015 and will have MOC and Incident Management / BBS implemented in 2016. Their team is fantastic to work with and we have had fantastic results."

MIS Director, The International Group, Inc.