Managing Procedural Training
Workshop on Accelerator Operations
April 14, 2010
Karen Nuñez [knunez@lbl.gov]
Advanced Light Source
Lawrence Berkeley National Lab, U.S.A.

Overview• ALS Background• Why do we need procedures?
• Role of the ALS Procedures Center• Procedure Training - Who, when & how?
• Concerns in Procedure Training• Procedures Training Database• Training Trends• Questions & Answers

ALS Background
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Construction Completed 1993
Third-generation light accelerator
Top-off mode: 500mA / 1.9 GeV
51 beamlines
Total ALS Staff: 185Operations Staff– 8 Accelerator Operators (24/7) – accelerator andshielding configuration control– 2 Floor Operators – beamline and shielding
configuration control– 2 Cross-trained as AFO (Accelerator/Floor Op.)
• Visiting Researchers/Users:– 1900+ per year and growing• ALS Website: www.als.lbl.gov

Why do we need procedures?
To provide written instructions when operations are:
• Infrequent• Complex• High consequence / Safety-critical• Frequently changing
and because personnel either turnover, retire,or forget

How did you fix thisthe last time?

Role of the Procedures CenterTo ensure that procedures are:• Current - Reviewed within past 3 years?
• Accurate - Does it reflect present practice?
• Consistent - Does it have standard structure,language & format?
• Clear– Are the hazards clearly identified with controls?
– Do the instructions make sense? Need pictures,checklist, or form?
• Accessible– Is it available on ALS Procedures website?

ALS Procedures Website• Presently 360 active procedures• Only active procedures are on
the website

Role of the Procedures CenterFor Procedure Training:• Notification– To inform supervisors of a new procedure orrevision that requires training• Guidance– To recommend what form of training to use andprovide overview on changes made• Course Development– To work with technical experts to create online
training and testing• Records– To maintain training records• Compliance– To ensure supervisors maintain group trainingProcedure Training: Who?
Training requirements must be established forindividuals* working at the accelerator facility– whose activities could affect safety and healthconditions, or– whose safety and health conditions could beaffected by facility activities.
(Safety of Accelerator Facilities, DOE 420.2B)*Includes the following:• ALS Operations Staff• Technicians• Engineers• Beamline Scientists and Staff• Beamline Users• Administrative Staff• Vendors / Contractors

Procedure Training: When & How?
When
• For new procedures/changes to existing procedures• Staff changes and new employees

How• Supervisor is responsible and decides method ofdelivery• Types of Training– Read Only - most commonly used for minorchanges to procedures– Qualification - for major changes for technicalprocedures; e.g., lecture, walk-through, testing– Online courses - helpful for large groups, forease of training record-keeping and for retraining

Concerns in Procedure Training•••••

Keeping up with frequent review periods
Staying current and tracking training completion
Scheduling training for shift workers
Reducing paperwork & data entry
Making training less ‘painful’ to doProcedure Training Database• Set up functional groups and assign required
procedures to groups• Maintain training records• Track training completionReport Options• There are several options to view and run reports• Example of the training groups createdSample Report: By Supervisor

Sample Report: By GroupSample Report: By IndividualFuture Goals in Training• Increase online training– No need to schedule training– Online exam tool to assess understanding– Training credit automated (less paperwork)• Walk-through observations– Observation by person outside group– Important for safety-relevant procedures• More cross-training staff

View Above ALS

Thank you!