Gas Operator Qualification Covered Task Evaluation

Inspection template for documenting an individual's performance of a PHMSA-covered gas task, including evaluation method, result, deficiencies, and requalification date.

Evaluation Setup

• Operator name or identifier
  Enter the individual being evaluated. Use employee ID or contractor identifier if required by company policy.
• Evaluator name or identifier
  Enter the qualified person conducting the evaluation.
• Evaluation date and time
  Record when the covered task evaluation was performed.
• Work location or facility
  Identify the site, station, service area, or job location where the task was observed.

Covered Task Identification

• Covered task name
  Identify the specific covered task being evaluated, such as valve operation, leak survey, regulator changeout, or line locating.
• Task classification
  Select the task category used in the operator qualification program.
• Applicable procedure or OQ standard
  Enter the company procedure, work instruction, or OQ standard used for the evaluation.
• Task performed under direct observation
  Confirm the individual performed the covered task while being observed by the evaluator.

Evaluation Method and Conditions

• Evaluation method
  Select the method used to determine qualification.
• Environmental or job conditions
  Document conditions that affected the evaluation, such as weather, confined space, traffic control, pressure, or live gas conditions.
• Required PPE used
  Select the PPE observed during the task evaluation.
• Reference documents reviewed
  List the SOP, work order, map, permit, or other reference documents used during the evaluation.

Performance Criteria

• Pre-job hazard assessment completed
  Verify the individual identified hazards, controls, and required precautions before starting the task.
• Tools and equipment selected correctly
  Verify the individual selected the correct tools, test equipment, and materials for the task.
• Task steps performed in correct sequence
  Verify the task was completed in the required order without unsafe shortcuts.
• Safety controls maintained throughout task
  Verify required controls such as isolation, atmospheric monitoring, traffic control, or communication were maintained as applicable.
• Work quality met procedure requirements
  Verify the completed work met the operator's procedural and quality requirements.
• Deficiencies observed
  Document any errors, omissions, or non-conformances observed during the evaluation.

Result, Requalification, and Sign-Off

• Evaluation result
  Record the final qualification outcome.
• Requalification date
  Enter the next required requalification or retest date, if applicable.
• Corrective action or retraining required
  Indicate whether retraining, coaching, or remediation is required before the individual may perform the task independently.
• Inspector signature
  Evaluator signature confirming the evaluation record is complete and accurate.