Shutdown Scope
Definition
The defined set of inspection, maintenance, repair, and capital modification work items planned for execution during a plant shutdown or turnaround. Shutdown scope is developed by integrating RBI inspection plans, deferred maintenance backlogs, PHA action items, capital project requirements, and regulatory inspection mandates into a unified work list that is prioritized, scheduled, and resourced.
Context
Shutdown scope definition is one of the highest-value outputs of an asset integrity program because it directly determines the cost and duration of the turnaround — often the single largest maintenance expenditure. Effective scope management prevents scope creep (adding work that delays restart) and scope gaps (missing critical work that leads to re-work or failure).
Examples
- Shutdown scope for a 2026 crude unit turnaround: 45 internal inspections, 120 thickness surveys, 15 pressure tests, 8 nozzle weld inspections (SCC-susceptible), 25 valve overhauls, 3 exchanger re-tubes, and 2 capital modifications.
- Scope review identifies that 5 inspection items deferred from the 2024 turnaround must be included in the 2026 scope — their deferral approval conditions specify they cannot be deferred again.
Applicable Standards
- API 510
- API 570
- API 653
Related Terms
The comprehensive planning process for a major planned shutdown of a process unit or facility for inspection, maintenance, repair, and capital modification activities. Turnaround planning encompasses scope development, work list prioritization, resource planning, schedule optimization, logistics, safety planning, and post-turnaround recommissioning. Turnarounds are typically the single largest maintenance expenditure and the primary opportunity for internal inspection of fixed equipment.
DeferralThe postponement of a planned inspection, maintenance activity, or corrective action beyond its originally scheduled date. Deferrals require formal justification (typically an engineering assessment demonstrating that the deferred activity does not compromise safety or integrity), approval by authorized personnel, interim monitoring or compensating measures, and a firm rescheduled date. Deferrals are governed decisions tracked in the deferral register.
Inspection StrategyThe comprehensive plan that defines what to inspect, how to inspect, when to inspect, and what to look for on each equipment item. An inspection strategy integrates the RBI risk ranking, the identified damage mechanisms, the appropriate NDE techniques, the CML locations, the inspection interval, and the acceptance criteria into a coherent plan that can be executed in the field.
Risk-Based Inspection(RBI)A methodology that uses risk assessment to prioritize and plan inspection activities for pressurized and other equipment. RBI combines Probability of Failure (driven by damage mechanisms and equipment condition) with Consequence of Failure (driven by process hazards and safety impact) to rank equipment by risk and allocate inspection resources where they will have the greatest impact on risk reduction.
Where this appears in Reliatic
This concept is used in the Governance module.