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PTS 15.20.16
January 2016
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FOREWORD
PETRONAS Technical Standards (PTS) has been developed based on the accumulated knowledge,
experience and best practices of the PETRONAS group supplementing National and International
standards where appropriate. The key objective of PTS is to ensure standard technical practice across
the PETRONAS group.
Compliance to PTS is compulsory for PETRONAS-operated facilities and Joint Ventures (JVs) where
PETRONAS has more than fifty percent (50%) shareholding and/or operational control, and includes
all phases of work activities.
Contractors/manufacturers/suppliers who use PTS are solely responsible in ensuring the quality of
work, goods and services meet the required design and engineering standards. In the case where
specific requirements are not covered in the PTS, it is the responsibility of the
Contractors/manufacturers/suppliers to propose other proven or internationally established
standards or practices of the same level of quality and integrity as reflected in the PTS.
In issuing and making the PTS available, PETRONAS is not making any warranty on the accuracy or
completeness of the information contained in PTS. The Contractors/manufacturers/suppliers shall
ensure accuracy and completeness of the PTS used for the intended design and engineering
requirement and shall inform the Owner for any conflicting requirement with other international
codes and technical standards before start of any work.
PETRONAS is the sole copyright holder of PTS. No part of this document may be reproduced, stored
in a retrieval system or transmitted in any form or by any means (electronic, mechanical, recording or
otherwise) or be disclosed by users to any company or person whomsoever, without the prior written
consent of PETRONAS.
The PTS shall be used exclusively for the authorised purpose. The users shall arrange for PTS to be
kept in safe custody and shall ensure its secrecy is maintained and provide satisfactory information to
PETRONAS that this requirement is met.
PTS 15.20.16
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ANNOUNCEMENT
Please be informed that the entire PTS inventory is currently undergoing transformation exercise from
2013 - 2015 which includes revision to numbering system, format and content. As part of this change,
the PTS numbering system has been revised to 6-digit numbers and drawings, forms and requisition
to 7-digit numbers. All newly revised PTS will adopt this new numbering system, and where required
make reference to other PTS in its revised numbering to ensure consistency. Users are requested to
refer to PTS 00.01.01 (Index to PTS) for mapping between old and revised PTS numbers for clarity. For
further inquiries, contact PTS administrator at ptshelpdesk@petronas.com.my
PTS 15.20.16
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Table of Contents
1.0 INTRODUCTION ..................................................................................................... 6
1.1 SCOPE ............................................................................................................................ 6
1.2 GLOSSARY OF TERMS..................................................................................................... 6
1.3 SUMMARY OF CHANGES ............................................................................................... 8
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1.0 INTRODUCTION
This PTS provides minimum technical requirements for temporary, short term and long term
preservation of equipment and systems.
This PTS was developed to ensure equipment, materials and spare parts in PETRONAS
upstream production and processing facilities are preserved in the correct manner, lowest
asset depreciation with minimum cost and delay for re-commissioning.
1.1 SCOPE
1.1.1 This PTS is applicable for upstream equipment in the following categories:
i. Preservation of new equipment as specified in Section 6 and 7 during storage in
the manufacturer’s plant, transportation from the manufacturer’s plant to the
port, during shipping, storage at the construction site, construction and after
construction prior to commissioning;
ii. Mothballing of equipment during extended shutdown and storage periods.
iii. For onshore equipment, terminal facilities and bulk purchased materials (e.g.
linepipes, pipe stands, cable trays, racks, etc.)
ii.
iii. The item
The has deteriorated
equipment beyond
is obsolete due toeconomic repairof spare parts or servicing is
unavailability
excessively expensive.
Refer to PTS Requirements, General Definition of Terms, Abbreviations & Reading Guide PTS
00.01.03 for General Definition of Terms & Abbreviations.
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No Term Definition
No Abbreviation Description
1 CP Cathodic Protection
3 HV High Voltage
4 LV Low Voltage
8 V Volt
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No Abbreviation Description
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2.0 GENERAL
The content of this document does not release the user from undertaking a thorough and
complete review of all HSE requirements.
2.1.1 Preservation procedures recommended in this PTS have been developed for three principle
modes of preservations, which are defined as follows:
2.2.1 Figure 1 outlines the process flow chart for the preservation of upstream production and
process facilities.
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Extend
Results are not
preservation
satisfactor
period
Results are
satisfactory
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This section specifies requirement on preservation materials and preservation methods which
are used in this PTS.
Dry Air The system shall be maintained at a relative humidity controlled to 40%
or less or the dew point shall be less than +30 °F/ -1 °C.
Rust
Preventative Requirement
and VCI
Rust These products are certain grades of oil and grease which are applied as
preventative coating on the surface to be preserved that can provide protection for 6-18
months.
VCI VCI is effective in small enclosures and vessels. Two types of VCI are
considered in this PTS:
a. VpCI:
It can provide up to five (5) years of continuous protection. The
application shall involve three (3) processes:
i. Preparation of the surface by fogging of vapour phase scale
remover to clean and condition the metal surface.
ii. Deposition of the VpCI by fogging or spraying VpCI on the cleaned
surface to develop protective layer.
iii. Maintenance of the protective layer by placing small breathing
powder pouches inside the enclosed space.
b. VSI:
Protection should be effective over an oil temperature range of 15 to
70°C for up to 12 months. For maximum effici ency, given a temperature
of 30°C, oil to surface distances should not exceed 2m. The distances
should be less for lower temperatures and may be increased for
temperatures higher than 30°C.
Table 4: Rust Preventatives and Vapour Corrosion Inhibitors (VCI)
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Wrapping Equipment wraps with waterproof paper or VPI paper should be stored
under cover.
Protective Plywood boxes constructed over rotating equipment, tape coverings over
housings and exposed motor/pump shafts, or polyethylene bags over instruments
coverings (inside).
Covering of motor, turbine and compressor air inlets and taping over
applied protective greases is recommended. Polyethylene film should not
be used outdoors. If the equipment is designed for outdoor exposure,
constructed box enclosures and/or using plastic bags is generally not
encouraged.
Oil coating Internal oil coating of stationary equipment may be carried out by spraying
or, if the foundation is strong enough, by filling and subsequent draining.
Filling Measures shall be taken to allow for expansion of the filling fluid, which can
be dry sweet fuel gas, dry crude oil, deoxygenated fresh water.
VpCI VpCI can be used advantageously for the internal protection of dry
equipment and closed off from the atmosphere.
Dry inert gas All hermetically closed equipment should be protected by drying the air or
filling displacing it by an inert gas, e.g. nitrogen (99.99% purity), and maintaining
a slight positive internal pressure (10 psig).
Desiccants Drying agents, such as silica gel, can be used inside closed equipment.
Electric The following methods of electric heating should be considered:
heating i. Fan heaters; for space heating, e.g. sub-stations, control rooms,
basements.
ii. Warm air (strip heating, electric trace heating or lamp bulbs); for
equipment which is cocooned or otherwise enclosed.
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4.1.1 Inspection shall be conducted to ensure all preparatory work has been made on the process
facilities or equipment. This shall include:
i. Draining of all contents;
4.2.1 Inspection
An external visual inspection shall be carried out and shall incl ude the following as a minimum.
A format is given in Appendix 3 to register the inspection findings.
i. Inspection of "hot" insulation, checking for areas where moisture could penetrate
through the insulation and lead to corrosion under insulation. The condition of
the external coating shall be assessed to determine its effectiveness against
protecting the equipment for the intended duration.
ii. Inspection of "cold" insulation, checking similarly for flaws in the weather
protection/ vapour barrier.
iii. Inspection of the fireproofing applied to steel support structures, checking for
areas, particularly at joints, where moisture could penetrate and corrode the
steelwork.
iv. General inspection of painted steelwork in order to establish the scope of the
painting programme during the period of idleness.
v. Examination of all wire ropes, slings and chains used on the plant in order to select
the items worth preserving and to scrap the remainder.
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iii. 20% of minor equipment (i.e. indoor instrumentation, electrical equipment such
as batteries, transformers, pressure switches, relays).
iv. Selected piping systems, particularly where there is a history of corrosion;
v. The safety/relief valve interlock system.
vi. Listing the instruments and small items which should be removed to the
warehouse.
4.3.1 The following factors shall be considered when deciding on the extent of preservation.
i. Preservation shall be justified economically (refer to 1.1.3)
ii. Many preservation procedures require some services (maintenance, inspection,
power requirements, instrument air and some utilities) during the period of
idleness, and provision needs shall be made for these requirements.
iii. A preservation procedure shall be drawn up for each individual item of
equipment, orprocedures
preservation group of similar
for items,
specialwhich shall be
materials in based on the
Section 6.0,recommended
and on the
preservation procedures recommended for specific items in Section 7.0. A format
is given in Appendix 2 for listing each individual item, its duty, the identity of the
preservation procedure and any on-going requirements linked to it.
iv. The preservation required for the exterior of equipment shall be determined
largely by the information recorded in the post shutdown inspection report, and
by the corrosivity of the local environment. Recommendations for external
insulation are given in Section 7.0. Exterior protection over and above that which
already exists, can be expensive and some calculated risks may be justified. On-
going inspection and maintenance, where this is feasible, should always be an
option.
v. Equipment that has undergone preservation shall be tagged at prominent
locations with the sign “CAUTION: EQUIPMENT / SYSTEM CONTAINS
PRESERVATION MATERIALS”
NOTE:
Always ensure precautions are taken when entering confined spaces and refer to relevant safety guidelines. A
schedule shall be prepared by the Owner, listing the safety and security checks which shall be carried out
at intervals throughout the period the plant is standing idle.
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The procedures for preserving existing (operating) equipment are identified in the following
Sections 6.0 and 7.0.
Utilities shall be preserved with clean water treated in accordance with Appendix 4A (i). For
preservation of special materials refer to section 6.0.
Equipment in cryogenic plants where the operating temperature is 0°C or lower, needs only
to be warmed up and thoroughly dried out before purging and filling with inert media at a
positive pressure.
New completed facilities which have not been exposed to operations shall be preserved with
nitrogen after ensuring all equipment and piping is thoroughly dry.
All phases from initial purchase to ultimate part erection and storage of equipment on site,
include spares shall be preserved. The responsibilities shall be well defined and agreed to by
Manufacturers, Contractors, Owner and any other personnel involved.
Equipment shall be prepared and shipped in such a manner that corrosion protection of all
functional surfaces, both internal and external are provided for up to five years unsheltered
outdoor storage. If not already painted, non-functional surfaces may be treated by painting
or otherwise as specified by the Owner.
If the Manufacturers have adopted their own procedures for accomplishing the above, it shall
be reviewed and approved by the Owner. On delivery to site, all items shall be checked. If
breakdown of preservation is observed, deteriorated coatings shall be removed and surfaces
shall be re-preserved.
For storage at site, the preservation procedures recommended in Section 6.0 shall be used as
general guidance for preserving new plant. Small items, sub-assemblies, instruments and high-
value equipment shall be stored in an onshore air conditioned warehouse.
If not installed, large items such as ducting may be stored in the open, on wooden sleepers,
provided there is good drainage and the protection will withstand mechanical damage.
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6.1.1 Stainless steels equipment shall be thoroughly cleaned and dried internally.
6.1.2 Equipment normally exposed to aqueous solutions containing chlorides shall be thoroughly
rinsed with demineralized water, boiler feed water or condensate (note 1) and dried (note 2)
immediately after shutdown. Filling with a dry inert gas, e.g. nitrogen, after drying to prevent
the introduction of oxygen and maintain a slight positive internal pressure.
NOTES:
ii) Drying with hot air or an inert gas to a dewpoint of +30 °F / -1 °C or lower.
iii) Equipment such as shell-and-tube heat exchangers may have crevices which prevent rapid draining and mechanical
drying. Extended drying may be required.
iv) When flushing with condensate, boiler feed water or demineralized water it is essential that all surfaces ar e flushed.
The quantity and velocity of the flushing liquid depends on the equipment volume.
v) Removing water or drying by blowing with hot air or gas shall not be performed unless the flushing has been done
with condensate or demineralized water.
vi) When appropriate, consider the use of a biocide to minimize the risk of MIC.
6.1.3 Any deposits on non-insulated surfaces shall be removed. Further measures are not required
on non-insulated surfaces. Insulated stainless steel equipment provided with a correct
paint system
stainless under the shall
steel equipment insulation needs of
(regardless nothe
further treatment.
temperature Non-painted,
of previous insulated
operation) be
treated as follows:
i. Wet insulation or insulation in bad condition shall be removed.
ii. Dry insulation in good condition provided with zinc-free metal cladding shall have
the seams in the sheeting, including rivets and fixing screws, sealed to obtain a
moisture-tight and vapour-tight covering. Where galvanized sheet metal has been
used for cladding, it shall be removed and replaced by either metallic jacketing
(i.e. aluminium or austenitic stainless steel) or by non-metallic jacketing (i.e.
wrapped weather-protective covering).
iii. Dry insulation in good condition, covered with a bituminous or similar type
weather protection or with a hard-setting composition shall be inspected for the
presence of cracks and voids which shall be repaired with metallic jacketing
materials according to PTS 15.13.01.
6.3 ALUMINIUM
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Nickel, nickel alloy and nickel steel equipment shall be cleaned and kept dry. Nickel alloys are
susceptible to pitting corrosion and the precautions given in Section 6.1 shall also apply to
nickel, nickel alloy and nickel steels.
Titanium, zirconium and tantalum parts/equipment shall be cleaned and protected against
mechanical damage.
6.6.1 Weather shielding shall be required for all plastic and rubber- based materials.
6.6.2 Rubber-lined equipment shall be protected against exposure to direct heat or radiation by the
sun, either by shielding or covering (allowing free circulation of air around the equipment) or
by keeping it filled with fresh clean water.
6.6.3 Freezing of the water shall be prevented either by complete drainage of the water or by
provision of sufficient heat to prevent freezing.
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7.1 GENERAL
7.1.2 For static equipment, piping and civil items, it is recognized that the requirements for short-
term preservation can be, in many cases, the same as would be needed for long-term
preservation. Therefore the requirements for short-term and long term are combined under
the single heading of short/long-term preservation.
7.1.3 Utilities and service items may be preserved with de-aerated clean water treated to the extent
required by the type of unit concerned in accordance with the procedures recommended in
Appendix 4. For preservation of specific materials can be referred to Section 6.
7.1.5 Winterization shall be considered whenever equipment and/or piping is preserved by filling
with water. For some applications, electrical trace heating may be considered as an
alternative.
7.1.6 Details for methods of protection described in the preservation procedures can be referred to
Appendix 4.
7.2.1 Preservation procedure for the following static equipment and piping shall be in accordance
with Appendix 4A:
ix.
x. Flanges
Relief valves
xi. Cooling water systems
xii. Fire-fighting systems
xiii. Flares and flare lines
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7.3.1 There are different preservation options shall be considered for rotating equipment:
i. Preservation of complete rotating equipment in-situ (offshore/plant)
ii. Preservation of rotating equipment in-situ, but some subassembly (e.g. rotor)
removal and storage in controlled environment
iii. Preservation of complete rotating equipment by removal and storage in
controlled environment
7.3.2 Preservation procedure for the following rotating equipment shall be in accordance with
Appendix 4B:
i. Centrifugal pump
ii. Reciprocating pump
iii. Compressors and blowers
iv. Gas turbines
v. Internal combustion (Gas and diesel) engines
vi. Bearings/Gears/Couplings
vii. Anti-friction bearings
7.4 MIXING
7.4.1 Preservation procedure for the following mixing equipment shall be in accordance with
Appendix 4C:
i. Mixers
ii. Rotating disc contactors
iii. Side entry mixers
7.5.1 It is impractical to control the internal environment in storage tanks. The usual preservation
procedure is to drain, clean, and dry. Good ventilation reduces corrosion by keeping the
interior dry and preventing the accumulation of corrosive fumes.
7.5.2 Preservation procedure for storage tanks and civil engineering items shall be in accordance
with Appendix 4D.
7.6.1 A differentiation is made between instrumentation locally installed in the plant (including local
cabinets), further referred to as 'plant instrumentation', and instrumentation installed in
control rooms, basements, auxiliary rooms and analyser houses, further referred to as 'indoor
instrumentation'.
7.6.2 Preservation procedure for the following instrumentation and its associated equipment shall
be in accordance with Appendix 4E:
i. Plant instrumentation
ii. Indoor instrumentation
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7.7.1 No special action is required for temporary preservation of electrical equipment unless
otherwise required by the equipment Manufacturer. Normal maintenance and checking shall
be applied.
7.7.2 Preservation procedure for the following electrical equipment shall be in accordance with
Appendix 4F:
i. Electric motors
ii. Generators
iii. Transformers
iv. HV and LV switchgears
v. Rectifiers and inverters
vi. Batteries
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8.1.1 Throughout the period in which plant or equipment is standing idle, regular visual inspection
and some operational activity shall be conducted at regular intervals.
8.1.2 Monitoring activities of the following items shall be in accordance with Appendix 5 and
register as per Appendix 3:
i. Safety and security
ii. Stationary equipment and piping
iii. Rotating equipment
iv. Storage tanks and civil engineering items
v. Instrument equipment
vi. Electrical equipment
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9.1.1 Preparation for service of plant which has been standing idle shall be undertaken safely and
in accordance with good engineering practice. Before start-up, the line-up of the unit has to
be in accordance with the latest revision of the Process Flow Schemes (PFSs) and Process
Engineering Flow Schemes (PEFSs).
The preservation procedures used for the equipment and piping should be reviewed to ensure
9.1.2 Preparation for service procedures of the following items shall be in accordance with
Appendix 6:
i. Static equipment
ii. Rotating equipment
iii. Storage tanks and civil engineering items
iv. Instrumentation equipment
v. Electrical equipment
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10.0 BIBLIOGRAPHY
INTERNATIONAL STANDARDS
Steel and Steel Products
Inspection
– Documents ISO 10474
Quality Management Systems - Requirements ISO 9001
Guidelines for the Mothballing of Process Plants NACE MTI 34
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NOTES:
* Reference is made for purpose of example.
** PETRONAS MOTOLUB CS3 Oils and PETRONAS Jenteram HC Oils are PETRONAS lubricant
product marketed by
Petronas Lubricant International Sdn. Bhd.
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ii Air Cooled Drain the fluids, then purge with nitrogen and 1. Clean and flush the tubes and headers. Hang small bags of VPI powder in the headers and then close up;
Heat maintain under nitrogen pressure. Check lubrication 2. If oil cannot be tolerated for process reasons, the equipment shall be dried and preserved with inert gas or dry air at
Exchangers of transmission and run the fans for about one hour slight overpressure;
every week 3. Fan bearing should be greased, and fan blades should be blocked to prevent rotation. Clean fan blades and preserve
metal blades with rust preventive, or remove to store and preserve with rust preventative. Preserve transmission
actuator and drive as recommended in Section 7.3;
4. Cover the bundle completely.
iii Vessels and 1. Drain the inventory 1. Vessels and columns shall be drained out. They shall then be cleaned, dried and purged;
Columns 2. Purge with nitrogen and maintain positive 2. They may be preserved with dry inert gas, desiccants, VPI powder or oil preservant.
nitrogen pressurized (~10 psia) 3. The vessel or column shall then be properly closed up;
3. Associated relief valves can be left in place and 4. All inlet, outlet, vent, relief, etc. nozzles of the vessel can be plugged/blanked or covered over with heavy polyethylene
serviced according to the schedule for normal sheet;
operations. 5. Associated relief valves can be left in place or removed. If left in place, the relief valves shall be spaded off. If removed,
the nozzles shall be blanked off (refer to relevant Appendix 4A (vi))
6. Threaded openings shall have metal plugs of metallurgy equal to the component being capped or plugged;
7. Lubricate door hinges, grease nipples, davits and fastener;
8. Vessel insulation and sealing shall be checked and all defects rectified to ensure no corrosion under insulation (CUI)
9. All ball valves shall be locked in open position.
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ix Flanges No action required. Clean thoroughly, then wrap moisture-proof tape round the aperture between adjacent faces of the flange joint. Apply
appropriate rust preventative type to nuts and exposed threads of studs. All broken flanges shall be fitted with metal
covers and preserved with appropriate rust preventative type.
x Relief Valves Normal shutdown procedure Leave them in place or spade off the flanged connections and remove the relief valves for cleaning, servicing and indoor
storage.
xi Cooling Water Keep in operation. If this is not possible, drain the 1. In many cases it may be preferable to keep cooling water systems operational.
Systems system and refill with inhibited low chloride content
water.
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Enclosed gears:
1. Drain the oil from gearbox at operating temperature,
then refill with appropriate rust preventative type;
2. Operate the gear train for about 15 minutes;
3. Where the above procedure is not possible:
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NOTE:
Where it is required that a generator is run for the preservation of the
driver, this shall be done for one hour minimum. The unit should be
loaded as close as possible to full current.
iii Rectifiers and The equipment is to be considered as in normal 1. Inverters in general and chargers for nickel-cadmium 1. The equipment shall be de-energized where possible;
Inverters use and shall remain energized. batteries shall be de-energized where possible; 2. Chargers for lead-acid batteries may have to remain in
2. Chargers for lead-acid batteries shall remain energized service to float charge the batteries;
for 'float charging' the associated batteries; 3. Anti-condensation heaters, if fitted, shall be switched on.
3. When anti-condensation heaters are fitt ed, they should
be switched on.
iv Batteries Batteries are to be considered as if in normal use Whenever possible nickel-cadmium batteries shall be fully 1. Nickel-cadmium type batteries shall be disconnected and
and should be kept on float charge charged and then be disconnected. Lead-acid batteries shall taken out of service. They shall be discharged to a cell
remain on float charge. voltage of 0.6-0.8 V and then drained;
2. Lead-acid batteries of the vented and valve-regulated
types should remain on float charge. Alternatively
vented-type lead-acid batteries should first be fully
charged, then drained and flushed with distilled water;
3. Vent holes shall be sealed and the electrolyte stored for
future use in suitable containers. Reference should also
be made to Manufacturer's instructions.
v Transformers Transformers to be considered as in normal Transformers to be de-energized and isolated;
service and shall remain energized.
Dry-type transformers require heating when switched off. Deterioration of the core and insulation may otherwise occur due
to humidity;
1. The supply to tap changer control panels shall be switched off;
2. For protection of panels, a dry agent such as silica gel can be used.
vi HV and LV Switchgear is to be considered as in normal use Where possible, panel heaters shall be switched on. Switchgear shall be de-energized when a supply is not required;
Switchgear and shall remain energized.
Supplies to equipment that is not in use during the idle period shall be isolated and/or padlocked in the 'off' position;
For safety reasons live switchgear shall not be covered with plastic sheets;
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