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Terms and conditions

Please read these terms and conditions carefully before using the EI's site, products and services.

The information held on Toolbox is for general information purposes only. Whilst the EI and its contributors have applied reasonable care in the selection of content housed on Toolbox, no representations or warrantees, express or implied, are made by the EI concerning the applicability, suitability, accuracy or completeness of the information contained on Toolbox. The EI accepts no responsibility whatsoever for the use of the information held on Toolbox. The materials and information are supplied to you on the condition that you, or any other person receiving them, will make their own determination as to their suitability and appropriateness for any proposed purpose prior to their use. Neither the EI nor any of the contributors shall be liable in any way for any liability loss, cost or damage incurred as a result of the use of the information contained on Toolbox. In applying reasonable care in the selection of content housed herein, the EI reserves the right to remove or reject content that is deemed to be inconsistent with the EI’s stated strategic aims, core values and commitments. No representations or warranties, either express or implied, of merchantable quality, fitness for a particular purpose or use, or any other nature whatsoever are made with respect to the materials, products and information contained on or available through Toolbox.

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For the full list of terms and conditions applying to the EI visit https://www.energyinst.org/terms


Toolbox content submittal policy

1. About Toolbox

Developed by the Energy Institute (EI), Toolbox is a free to use, web-based app, that allows users to access health and safety information in text and video formats. Its aim is to prevent incidents by allowing companies to work together and share learning and experience. By making this learning freely available to everyone in one place, industry can benefit much more together than in isolation.

2. Submittal of content to Toolbox

Toolbox features content shared by organisations with the EI directly, as well as content previously published by organisations publicly. This document is intended to inform organisations (including non-EI member companies) on the process for submitting content to Toolbox. It includes 3 parts:

  1. Toolbox content submittal policy.
  2. Appendix A: Toolbox content submittal guidelines.
  3. Appendix B: Toolbox content submittal template.

3. Content to be shared

The idea behind Toolbox is to share learnings from real-life incidents, hazards and safety critical tasks so others can learn from them. The content that has been deemed suitable for Toolbox can be summarised as follows:

  • High potential incidents (potential for fatality, disability, or major accident hazard such as fire, explosion etc.).
  • Information on high risk activities (potential for fatality or disability).
  • Information on safety critical tasks (tasks that, if not done correctly, can lead to major accident hazards).
  • Emotionally engaging content.

Submitted content should be relevant for:

  • Frontline operators and first line supervisors (primary users)
  • HSE professionals (secondary user)

Content or learning targeted at the organisation or senior managers may be is acceptable, especially when submitted alongside frontline-focused material.

4. Content format

Submitted content should be text based (PDF, MS Word, or any other format), images (any format) and videos in (MP4, AVI, MPEG, WMV, M4V).

4.1. Text-based content

Text-based content that is published on Toolbox follows the format of an incident alert/lesson learnt (see Table 1). Content will be reviewed on its own merits, but typically content should contain information on:

  • What happened? (Description of the incident [i.e. the sequence of events], the outcome, and the potential outcome)
  • Why did it happen? (The immediate and underlying causes)
  • What did they learn? (The ‘lessons learned’ that the company recommended – we are predominantly interested in those of relevance to frontline operators)
  • Reflective learning questions (usually added by EI)

It is encouraged that text-based content is accompanied with one or two images. Please provide a short description of what the image is showing, as images aid the end user to better comprehend the incident characteristics.

Table 1. Toolbox format for text-base content

What happened?

  • Short description of the event
  • Typically 4-6 succinct bullet points, ~100 words.
  • Be clear on the outcomes/potential outcomes

Why did it happen?

  • Immediate and underlying causes
  • Often a mixture of technical and human factors issues
  • 4-6 succinct bullet points, ~100 words

What did they learn?

  • The recommendations/lessons to help prevent similar incidents happening
  • DOES NOT need to contain a complete ‘how to’ or good practice guidance on how to undertake this task safely.
  • 4-6 bullet points, ~100 words.

Ask yourself or your crew:

4-5 ‘reflective’ questions (usually open questions) to help users engage with the content, e.g.

  • How can something like this happen here?
  • What would we do in this situation?
  • How can we improve the way we do this task?

4.2 Video content

Video content varies much more than text-based content, but typically this falls into two types:

  • Discussion/demonstration of an incident and its learnings.
  • Discussion/demonstration of the causes of incidents, and how to manage them.

Videos should be submitted in as high-quality format as possible (e.g. 720p, uncompressed). Particularly low-resolution video (blocky, pixelated, grainy, etc.) may be rejected.

5. Content submission process

Any party interested in sharing relevant content, to be uploaded into Toolbox, should follow the following steps.

  1. Ensure that selected material to be shared with the EI is deemed suitable based on section 3 of this protocol.
  2. Confirm that submitted content has been approved by the copyright holder’s legal team to be shared.
  3. Confirm that you grant EI worldwide, non-exclusive, permission to publish the content.
  4. Where possible, convert content into the Toolbox template (see Appendix B). If not in the Toolbox format, please submit content that does not exceed one-two pages. See Appendix A for more information on suitable content.
  5. Submit the content via the Submit content | Toolbox (energyinst.org) page, or by emailing e: toolbox@energyinst.org, or for large files through a mechanism that suits the sender i.e. WeTransfer/SharePoint, or any other internal file transfer mechanism.

Upon submittal, the person submitting the content will be asked to confirm points 2 and 3 above by ticking a check box on the Toolbox content submittal webpage or by email.

6. Editing/reviewing process

Content submitted to the EI will be reviewed by the EI/Toolbox dedicated team. The review process will follow these steps:

  • The EI will review that the content is appropriate for Toolbox and take a decision on whether the content has the potential to be published.
  • In the case of content submitted by an employee of an EI member company with a representative on its Learning from Incidents Committee (LFICOM), EI will inform the committee representative of the submittal before proceeding further.
  • EI will extract the learnings from the provided material and undertake editing of the content in order to ensure it is anonymised (unless stated otherwise by the content owner). You, as the content sharer, are responsible for ensuring that any images/graphics/diagrams/figures/any other supporting materials provided alongside the text material have been previously approved internally for sharing.  Should you find it necessary to make specific adjustments to visual content for anonymisation, you agree to notify the EI Toolbox team upon submission and evaluate whether it can be addressed in-house at the EI. If content cannot be fully anonymised, the EI will seek the content owner’s permission before publishing.
  • If the submitted content does not follow the Toolbox template, the EI may convert the said content into the Toolbox template where possible.
  • If the open-ended reflective learning questions are not provided by the content owner, they will be included by the EI.
  • Review of the final content by EI prior to upload.

However, videos with intense branding cannot be fully de-branded or anonymised in-house at the EI. Similarly, in the case of content obtained from credible third parties which is in the public domain, the level of anonymity will equal that offered by the original source.

In the case that content owners have asked to review the final output before uploading, they will be contacted to obtain final approval prior to uploading content into Toolbox. Text content that cannot be formatted into the Toolbox format, but it is deemed relevant may be uploaded into Toolbox as a PDF.

7. Third party content

In an effort to promote Toolbox as the go to platform to obtain learnings from incidents, relevant material that has been previously shared by other organisations and is deemed relevant will be uploaded into Toolbox after obtaining consent from the content owners. In these cases, the original source will be recognised in the uploaded material so that readers are aware it is published elsewhere.

8. Translations

Over time, material within Toolbox may be translated into other languages.

Appendix A - Toolbox content submittal guidelines

SUITABLE CONTENT

List of DOs  List of DONT's 
  • Short, text-based content (presentations, MS Word, PDF etc.), 1 page text + images (see the Toolbox submittal template
  • Short videos
  • Based on ‘lessons learned’

Examples:

  • Incident alert
  • ‘Lessons learned’
  • Emotionally engaging content
  • Short accident reports
  • Cartoons
  • Animations
  • Interviews
  • Books, guidance documents, lengthy text-based content
  • Long videos (unless they can be edited or split into shorter videos)

Examples:

  • ‘Guidance’ documents
  • Procedures
  • Safety rules
  • Lengthy accident investigation reports

TOPIC AREAS

Content needs to be related to:

  • High potential incidents (potential for fatality, disability, or major accident hazard such as fire, explosion etc.).
  • High risk activities (potential for fatality or disability)
  • Safety critical tasks (tasks that, if not done correctly, can lead to major accident hazards)

It can be about preventing an incident, learnings from an incident, the causes of such incidents, or can be about an incident that happened.

Content will be categorised under the following (note: categories may get added over time, if a need arises). ‘General’ content (focusing on a cause of incidents, e.g. fatigue, or relevant to many work activities) is also welcome and will be assigned to all categories of relevance.

Work activities High risk situations
  • Aviation
  • Commissioning
  • Construction
  • Decommissioning & demolition
  • Drilling & completions
  • Lifting & hoisting
  • Maintenance
  • Managing risk
  • Marine & diving
  • Mining
  • Office
  • Process operations
  • Pipeline
  • Product handling & storage
  • Road transportation
  • Wind power
  • Bypassing safety controls
  • Confined space
  • Driving
  • Energy isolation
  • Excavating
  • Hot work
  • Line of fire
  • Safe mechanical lifting
  • Work authorisation
  • Working at height

Example content topics:

List of DOsList of DONT's 
  • Fatality/potential
  • Crushing
  • Amputation
  • Dropped objects
  • Fall from height
  • Electrocution
  • Asphyxiation
  • Drowning
  • Fire
  • Explosion
  • Leaks (e.g. with fire or other potential)

Causes of high potential events (e.g. fatigue, staffing levels, teamwork, communication, etc.)

Unless these accompany a genuine high potential safety outcome (MAH, fatality etc.), the following are not appropriate for Toolbox.

  • Common, minor injuries:
    • bad back
    • trip over
    • cut finger
    • sprained ankle
    • etc.
  • Broken equipment
  • Financial loss and business interruption
  • General housekeeping

It is important to keep the focus of Toolbox on saving lives.

TEXT-BASED CONTENT

Typically, text-based content published on Toolbox follows the format of an incident alert/lesson learned.  Content submitted in the format below will be prioritised for publishing, whereas content that requires a high volume of processing by the EI may be pushed back or may be rejected (in which case we will be in touch and check if the content owner would be able to provide a second draft closer to the format). If we are unable to edit content to this format (e.g. because information is missing) then content may be rejected (unless additional information is made available by the content owner).

Other formats may also be considered for text-based content that is not an incident alert/lesson learned.

Typically, content should contain information on:

What happened?

  • Short description of the event
  • Typically 4-6 succinct bullet points, ~100 words.
  • Be clear on the outcomes/potential outcomes

Why did it happen?

  • Immediate and underlying causes
  • Often a mixture of technical and human factors issues
  • 4-6 succinct bullet points, ~100 words

What did they learn?

  • The recommendations/lessons to help prevent similar incidents happening
  • DOES NOT need to contain a complete ‘how to’ or good practice guidance on how to undertake this task safely.
  • 4-6 bullet points, ~100 words.

Ask yourself or your crew:

4-5 ‘reflective’ questions (usually open questions) to help users engage with the content, e.g.

  • How can something like this happen here?
  • What would we do in this situation?
  • How can we improve the way we do this task?

(If you wish to submit content in the above format, this will increase the speed by which is it published on the website)

Images:

  • Ideally, please provide 2 or more images.  Content with good quality, relevant images will be prioritised.
  • Provide a short description of what each image is showing, for example:
    • “Personnel transferring from a marine transfer vessel onto a platform”.
    • “Inside of fuse box with exposed live cables.”

Abbreviations:

  • Avoid abbreviations or provide definitions of any abbreviations used.

Acceptable file types: MS Word, PDF, MS PowerPoint

VIDEO CONTENT

Video content varies much more than text-based content, but typically this falls into two types:

  1. Discussion/demonstration of an incident and its learnings.
  2. Discussion/demonstration of the causes of incidents, and how to manage them.

Ideal video length is 1-3 minutes, but we will accept longer videos.  EI will typically edit all videos submitted to make them fit-for-purpose for Toolbox, the extent of the editing required will be at the EI’s discretion.

Videos should be submitted in as high-quality format as possible (e.g. 720p, uncompressed).  Particularly low-resolution video (blocky, pixelated, grainy, etc.) may be rejected.

Acceptable file types: MP4, AVI, MPEG, WMV, M4V

Appendix B - Toolbox content submittal template

Content title:

Categories (Work activities) – highlight all that reasonably apply.

  • Aviation
  • Commissioning
  • Construction
  • Decommissioning & demolition
  • Drilling & completions
  • Lifting & hoisting
  • Maintenance
  • Marine & diving
  • Mining
  • Office
  • Process operations
  • Pipeline
  • Product handling & storage
  • Road transportation
  • Wind Power

Categories (High risk situations) – highlight all that reasonably apply.

  • Bypassing safety controls
  • Confined space
  • Driving
  • Energy isolation
  • Excavating
  • Hot work
  • Line of fire
  • Safe mechanical lifting
  • Work authorisation
  • Working at height

Sub-categories (tasks) – highlight most appropriate (one or more).

  • Abrasive blasting (sand blasting, or grit blasting)
  • Access and Egress
  • Anchor handling
  • BOP testing/maintenance
  • Cables (laying cables, jointing)
  • Cementing
  • Chemical handling
  • Circulating
  • Confined space entry
  • Cutting and grinding
  • Demolition
  • Diving
  • Electrical work
  • Excavation & trenching
  • Fabrication and installation of equipment
  • Fluid transfer between tanks/storage units
  • Fork lift operations
  • Gas purging
  • General site walking
  • Hand tools - Nonpowered
  • Hand tools - Powered
  • Heavy machinery operations
  • High pressure washing
  • Hydrotesting
  • Inspection and/or testing
  • Isolation of hazardous energy - breaking containment
  • Isolation of hazardous energy
  • Leak repair
  • Lifting - crane activity
  • Lifting - Manual handling
  • Lifting and rigging - non-crane ops
  • Maintenance (unplanned emergency, outside of PM)
  • Maintenance - planned preventative
  • Mooring Line operations
  • Offshore wind
  • Operations - planned, routine, normal
  • Operations - start up
  • Operations shut down
  • Painting/blasting
  • Pipe and tubular handling
  • Plug and abandonment
  • Remediation
  • Rig move
  • Running casing
  • Scaffolding construction (set up or dismantling)
  • Site set-up
  • Training & drills
  • Testing/sampling
  • Transfer to/from vehicle/aircraft/vessel
  • Tripping pipe
  • Vehicle/aircraft/vessel travel - personnel transportation
  • Vehicle/aircraft/vessel  travel - product transportation
  • Welding
  • Work with rotating equipment
  • Working from heights - ladder activity
  • Working from heights - rope access, etc.
  • Working from heights - scaffolding/mobile platforms
  • Working over water
  • Working with H2S/toxic gas
  • Working with Pressurised equipment/pressure testing
  • Working with steam hot-water
  • Unexploded ordinance works
  • Other

Section 1: What happened?

  • Short description of the event
  • Typically 4-6 succinct bullet points, ~100 words.
  • Be clear on the outcomes/potential outcomes
  • Use full sentences.

Section 1 Image (What happened?)leave blank if no image

Section 2: Why did it happen?

  • Immediate and underlying causes
  • Often a mixture of technical and human factors issues
  • 4-6 succinct bullet points, ~100 words
  • Use full sentences.

Section 2 Image (Why did it happen?) - leave blank if no image

Section 3: What did they learn?

  • The recommendations/lessons to help prevent similar incidents happening
  • DOES NOT need to contain a complete ‘how to’ or good practice guidance on how to undertake this task safely.
  • 4-6 bullet points, ~100 words.
  • Use full sentences.

Section 3 Image (What did they learn?) - leave blank if no image

Section 4: Ask yourself or your team

4-5 ‘reflective’ questions (usually open questions) to help users engage with the content, e.g.

  • How can something like this happen here?
  • What would we do in this situation?
  • How can we improve the way we do this task?

Section 4 Image (Ask yourself or your team) - leave blank if no image