| Requirement Category | Checklist Item | Description |
| STO Planning | Manage work orders, resources, progress tracking, scope and change management, work preparation, work scheduling, and permitting within one system | Streamlines the planning phase by consolidating all necessary elements into a single platform. |
| Role-based access and permissions | Simplifies employee and contractor interfaces, maximizing efficiency. |
| Handle 'discovered work' efficiently | Provides a clear and flexible way to manage unplanned tasks during the execution phase. |
| Push planning changes to asset maintenance software on demand | Ensures your enterprise asset management software is always up-to-date with the latest planning changes. |
| Historical data storage and accessibility | Stores all turnaround historical data for leveraging during future planning. |
| Generate sweeping QA/QC checklists | Performs quality assurance and quality control (QA/QC) to ensure teams follow set processes. |
| Library of QA/QC checklists | Automatically assigns checklists to activities from a selected library. |
| End-to-end management for STO events | Ensures schedule adherence, flexibility, and visibility throughout the STO event. |
| Planning progression tracking | Evaluates project stage and ensures the project is ready to move to the execution stage. |
| Quick status and approvals check | Provides the ability to check status and approvals quickly and easily through the platform. |
| Dynamic updates | Allows you to manage team progress and receive updates on other teams’ progress. |
| Inventory tracking | Tracks spare parts, consumables, and materials needed for STOs. |
| Material staging and kitting | Stages and kits materials post goods-receipt and assigns materials to project-specific storage locations. |
| Pull notifications and work orders from ERP | Pulls notifications and work orders from your enterprise resource planning (ERP) system to plan scope and work packages quickly. |
| Project transparency and configurable permissions | Manages and controls project scope creep, including requests and approvals. |
| Visibility into scope documents and schematics | Provides a view of all stages of the scope approval and the ability to review progress for each team. |
| Challenge scopes prior to execution | Allows participants to challenge scopes before execution. |
| Customized risk matrices | Provides clear insight into whether a scope should be included in the turnaround. |
| Digital approvals and status updates | Offers fast, reliable digital approvals and status updates. |
| STO Execution | Scalability | Accommodates large-scale projects, multiple users, and heavy loads during peak times. |
| Supports complex scenarios | Supports multi-site projects or concurrent shutdowns. |
| Efficient work order management | Creates, tracks, and manages work orders for maintenance tasks during shutdowns and turnarounds. |
| Prioritize work | Prioritizes work based on criticality, resource availability, and safety requirements. |
| Robust scheduling capabilities | Effectively allocates resources, including labor, equipment, and materials. |
| Execute all stages in the same system | Executes all project stages directly in the same system once planning is complete. |
| Flag jobs for updates | Automatically refreshes jobs when any change is made in the field. |
| Automatic notifications | Automatically notifies you of any changes made to the status of a job or task from the field. |
| View kit and material status | Displays kit and material status in the STO Execution schedule. |
| Handle unplanned outages | Provides tools to handle unplanned outages to begin restoration work quickly. |
| Accurately track progress, schedule analysis, and co-ordinate resources | Completes the STO on time through accurate progress collection, schedule analysis, and resource coordination. |
| STO Isolation | Centralized isolation planning | Prevents conflicting isolations from resulting in lost time or injuries. |
| Combine isolation and discipline plans | Effectively combines plans for similar work, reducing the number of blinds and isolation devices needed. |
| Historical list of isolation plans | Builds a historical list of isolation plans to eliminate the need to rebuild plans from scratch. |
| Digital isolation lists | Digitally prepares isolation lists with blind points and isolation activities. |
| Comprehensive isolation point management | Manages isolation points, including required blinds and isolation point status. |
| Manage and prepare blind lists | Manages and prepares blind lists to ensure seamless communication between turnaround planners and plant operations staff. |
| Track and progress blind points | Digitally tracks and progresses blind points with piping and instrumentation diagram (P&ID) markups. |
| Create, share, and view master isolation lists | Creates, shares, and views master isolation lists across multiple STO events. |
| Add existing isolation lists to projects | Adds existing isolation lists directly to projects. |
| Submit isolation lists for review and approval | Easily submits isolation lists for review and approval to ensure the next phase of STO is safe to begin. |
| STO Budgeting & Cost Management | Accurate prediction of spares | Minimizes expedited procurement through accurate prediction of spares. |
| Budget planning and tracking features | Manages costs throughout the shutdown process. |
| Monitor expenses | Monitors expenses, compares actual vs. planned costs, and adjusts as needed. |
| Access historical data | Accesses historical data on past STOs to perform comparisons of material, labor, and rental costs. |
| Reduce spreadsheets and PDF reports | Reduces spreadsheets and PDF reports via budgeting snapshots. |
| Compare trend estimates | Compares trend estimates and identifies changes between base and current estimates. |
| Standard breakdown structure templates | Ensures standardization in the budgeting process across projects. |
| Multi-year outlook projection | Provides multi-year outlook projection for executive teams based on historical information. |
| Mobile Planning | Access all scoping and work package information | Allows users to access all scoping and work package information from the field. |
| Perform planning walkdowns | Performs planning walkdowns as part of planning a work package. |
| Take and attach pictures | Allows users to take and attach pictures to the scope or work package from a mobile device camera. |
| Search work packages and scopes | Allows work packages and scopes to be searched to find relevant documentation. |
| Mobile Execution | Mobile applications and responsive web interfaces | Provides field technicians and supervisors with mobile applications and responsive web interfaces to interface with the execution software. |
| Access critical information on site | Allows access to critical information on site using mobile devices. |
| Easily create and collect progress updates | Creates and collects progress updates from the field throughout the lifecycle of an STO event from any device. |
| Seamless connection to routine maintenance scheduler | Provides a seamless and scalable connection via mobile devices to the routine maintenance scheduler. |
| Mobile application for quality checks | Mobile application to perform quality checks after work has been completed. |
| Filter work activities | Allows users to filter work to find relevant activities for the individual or group to perform. |
| STO Reporting | Collaboration tools | Streamlines information sharing and decision-making with collaboration tools. |
| Generation of performance metrics, progress reports, and KPIs | Generates performance metrics, progress reports, and KPIs. |
| Analyze historical data | Analyzes historical data to improve further STO planning. |
| Robust reporting capabilities | Provides robust reporting capabilities and the ability to generate customized reports and dashboards. |
| System Integration and Technical Architecture | Seamless integration with ERP software | Seamless integration and bidirectional data exchange with your ERP software (such as SAP, IBM Maximo, or Oracle) to increase transparency, maintain one source of truth, and eliminate data silos. |
| Seamless integration with Scheduling software | Seamless integration and bidirectional data exchange with your scheduling software (e.g., Primavera P6 or Microsoft Projects). |
| Integrated STO Management System | Integrated STO management system so STO team can view all relevant work orders, schedules, clearances, and ERP data. |
| Can be utilized independently and with other systems | Solution can be utilized independently AND with other systems to meet unique STO needs. |
| Multi-system data integration | Multi-system data integration with all major STO systems. |
| Integration with risk assessment and permitting tools | Integration with risk assessment and permitting tools to enable identification of potential hazards and mitigate risks. |
| Real-Time Requirements | Real-time updates from the field | Ability to monitor and provide real-time updates from the field. |
| Real-time visibility into resource availability and conflicts | Real-time visibility into resource availability and conflicts. |
| Ability to review progress in real-time | Ability to review progress in real-time to evaluate what is complete and what is still in progress. |
| Real-time ability to update scheduling software | Real-time ability to update scheduling software to provide live schedules with stats on job completion, progress, delays, and problems. |
| Real-time updates and tracking for material changes, requests, and approvals | Real-time updates and tracking for material changes, requests, and approvals. |
| Supports real-time data synchronization | Solution supports real-time data synchronization between major ERP systems, STO management solutions, and scheduling solutions. |
