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Course 900 - Oil and Gas Safety Management

Safety guides and audits to make your job as a safety professional easier

SMS and Wellsite Analysis

Plan for Wellsite Analysis

When planning for an oil and gas wellsite analysis, be sure to include the following four processes:

  • comprehensive baseline survey
  • change analysis
  • job hazard analyses (JHA)
  • periodic and daily safety inspections

The Comprehensive Baseline Survey

A comprehensive baseline survey and analysis is a first attempt at understanding:

  • the potential hazards that may exist at a new wellsite, or
  • the hazards that currently exist at a working wellsite.

It establishes initial levels of exposure (baselines) for comparison to future levels uncovered in follow-up surveys and analyses, so that changes can be recognized. Basically, the baseline survey tells the employer what the starting point is.

A comprehensive baseline survey should include a review of previous accidents, injuries, and illnesses; complaints; previous studies; etc. Comprehensive surveys should be performed depending on the business size and nature of the hazards at least every three years by private consultants, insurance company, and/or state-funded programs.

The Comprehensive Baseline Survey (Continued)

The baseline survey should include a review of the following:

  1. copies of written inspections and surveys by: fire department and in-house as required by safety and health standards (e.g., overhead crane inspections, powered industrial truck daily inspection, etc.)
  2. employee report of hazards or potential hazards
  3. accident and incident investigations with corrective actions and follow-up
  4. injury and illness trend analysis
  5. personal protective equipment (PPE) assessment
  6. ergonomic analysis
  7. specific identification of confined spaces
  8. identification of energy sources for specific machines

As part of the wellsite analysis process, the employer/general contractor should also require subcontractors to perform a baseline analysis as necessary in accordance with OSHA and company requirements. The subcontractors should share pertinent information with the general contractor, and/or other subcontractors.

Change Analysis

As you know, change is continuous on an oil and gas wellsite. Change analysis is simply the analysis of the management of change, conducted by competent persons, to make sure that change on the wellsite does not introduce new hazards or unsafe procedures in the work environment.

A designated person should analyze how changes on the wellsite can affect equipment, processes, and materials for hazards and potential hazards. Findings should be documented and plans developed to minimize or design out the new hazards.

Changes in the following general categories need to be reviewed:

  • wellsite layout
  • materials
  • process technology
  • equipment

To more specifically analyze how changes to the wellsite layout, materials, processes and equipment, affect the work being conducted, be sure to include the following in your analysis:

  • site entrance and traffic routes/surfaces
  • covered walkways
  • protection from falling objects
  • danger areas
  • storage and personnel areas
  • hazardous materials/dangerous goods
  • barriers and fences
  • loading and unloading areas
  • bays and ramps
  • working, slopes for excavators, dump trucks etc.
  • safety signage
  • protection of pedestrians
  • site security
  • housekeeping and cleanliness

Job Hazard Analyses (JHA)

A Job Hazard Analysis is a technique that focuses on job tasks as a way to identify hazards before they occur. It focuses on the relationship among the worker, the task, the tools, and the work environment. Ideally, after you identify uncontrolled hazards, you will take steps to eliminate or reduce them to an acceptable risk level.

A JHA should be conducted for all hazardous jobs/procedures to determine potential hazards and identify methods to reduce exposure to those hazards at oil and gas wellsites. Here are the steps in a basic JHA:

  1. List the steps in the job or procedure.
  2. Describe the safety and health hazards in each step.
  3. Develop preventive measures.
  4. Write a safe job procedure.

You can learn more about conducting a JHA in Course 706.

Safety Inspections and Reports

Employees play a key role in identifying, controlling, and reporting hazards that may occur or already exist in your workplace. Safety inspection reports of potential hazards can be an effective tool to trigger a closer look at a piece of equipment, operation, or how work is being performed. Reports of potential hazards can also provide suggestions to eliminate a hazard.

There are many positive reasons for conducting safety inspections, including:

  • helping ensure compliance with OSHA and meet other legal responsibility
  • involving both management and employees - always good!
  • identifying areas of high risk and controlling hazards
  • developing positive attitudes - demonstrating leadership
  • suggesting better methods of doing procedures safely

OSHA requirements related to this element

  • Evaluate operations, procedures, facilities, and equipment to identify hazards [29 CFR 1926.20(a),29 CFR 1926.21(b)].
  • Monitor exposure levels [29 CFR 1926.55, 29 CFR 1926.62, 29 CFR 1926 Subpart Z, 29 CFR 1926.1101].
  • Ensure regular safety and health inspections [29 CFR 1926.20(b)(2), 29 CFR 1926.703(b), 29 CFR 1926.1081].
  • Conduct accident investigations [29 CFR 1904.4].
  • Determine if engineering or administrative controls or personnel protective equipment are to be used [29 CFR 1926.103, 29 CFR 1926.951].


OSHA Oil & Gas Rig Inspection Checklist for Drilling & Well Servicing Operations. There are many features that make it easy and fast for the users to complete these surveys. The surveys are uploaded to a secure cloud platform powered by Microsoft. The app is FREE for all users. However, an account must be created at the secure cloud for storage. Visit for more information.


Before beginning this quiz, we highly recommend you review the module material. This quiz is designed to allow you to self-check your comprehension of the module content, but only focuses on key concepts and ideas.

Read each question carefully. Select the best answer, even if more than one answer seems possible. When done, click on the "Get Quiz Answers" button. If you do not answer all the questions, you will receive an error message.

Good luck!

1. When planning for an oil and gas wellsite analysis, include all of the following processes, except _____.

2. Prior to construction of the wellsite, the first safety analysis process to conduct is called the _____.

3. Which process is conducted to make sure that change on the wellsite does not introduce new hazards or unsafe procedures in the work environment?

4. Which process is conducted on job tasks as a way to identify hazards before they occur?

5. Which process is an effective tool to trigger a closer look at a piece of equipment, operation, or how work is being performed?

Have a great day!

Important! You will receive an "error" message unless all questions are answered.