At-a-Glance: Safe well testing hinges on verified dual barriers, pressure integrity of all “iron,” robust ESD/PSV protection, gas/H2S management, controlled flaring/burning, and disciplined SIMOPS with clear shutdown logic. The checklist below covers planning-to-demob with target limits, formulas, and KPIs.
I. Objective & Key KPIs
- I.1 Objective: Execute well testing (cleanup, flow/BU, sampling, PVT) without loss of containment, personnel harm, or equipment damage, while maintaining controlled pressure/temperature/flow to within design limits.
- I.2 Primary KPIs:
- TRIR/LTIR: 0.00 during testing window
- Loss of primary containment (LOPC): 0 events
- Barrier verification success: 100% of planned checks
- Pressure test pass rate: 100% of lines/equipment on first attempt
- ESD/PSD proof tests: 100% functions within response time targets
- Flaring/burning within permitted limits; visible emissions complaints: 0
- Gas detection alarms >10% LEL: 0 sustained; H2S exposure >10 ppm TWA: 0
- Unplanned shutdowns: 0; Environmental spills: 0
- I.3 Secondary KPIs: Separator overpressure events: 0; Sand erosion alarms: 0; Hydrate incidents: 0; Noise >85 dB(A) areas controlled: 100% barricaded
II. Critical Parameters & Target Ranges
| Parameter | Target/Limit | Notes / Basis |
|---|---|---|
| Maximum anticipated surface pressure (MASP) | Calculated, with =10% design margin | \(P_{\text{surf,max}} \approx P_r - 0.052\,\gamma_{\text{mud}}\,\text{TVD} - \Delta P_f\) |
| Equipment rating (MAWP/MWP) | = MASP across all components | Weakest component governs; sour service if H2S present |
| Line pressure test | 1.10 × MOP, = MAWP; 10–30 min hold | Stabilize 5 min; acceptable loss =1% or instrumentation uncertainty |
| Leak test | 0.80 × MOP soap/helium | Pre-flow verification |
| PSV set pressure | = MAWP (vessel); allowable accumulation 10% (fire: 21%) | API practice; document relief scenarios |
| ESD closure time (SSV/flowhead) | Typically =7 s (surface tree), =15 s (downstream ESDV) | Verify actuals meet cause/effect |
| Gas detection (LEL) | Warn: 10% LEL; Alarm/ESD: 20% LEL (site-specific) | Setpoints per safety case |
| H2S | Action =10 ppm; SCBA for =15 ppm; IDLH 100 ppm | Continuous monitoring in red zones |
| Flare/burner radiation | Personnel =1.58 kW/m²; equipment =6.3 kW/m² | Layout by radiation calc; respect wind |
| Noise | =85 dB(A) in unprotected areas | Barricade and require hearing protection |
| Hydrate risk temperature | Keep T = Thydrate + 5–10 °C or inject inhibitor | Use curves or simulators; methanol/MEG injection |
| Sand rate/erosion | As low as reasonably practicable; alarm on dP/AE trend | Limit choke ?P; install sand trap/filters |
| Electrical continuity/grounding | Flare/burner and iron bonded/grounded | Static control for gas relief/burning |
Key formulas:
- Surface shut-in pressure estimate: \[ P_{\text{surf}} = P_r - 0.052\,\rho_{\text{ppg}}\,\text{TVD(ft)} - \Delta P_f \]
- Burst check (Barlow, thin-wall): \[ P_b = \frac{2 S t}{D} \] where S = allowable stress, t = wall thickness, D = OD
- Relief sizing (ideal gas, choked, indicative): \[ W = C\,A\,P\,\sqrt{\frac{MW}{Z\,T}} \] where A = orifice area, C = gas constant factor
- Flare radiation distance (point-source approx.): \[ q'' = \chi \frac{Q \eta}{4\pi r^2} \Rightarrow r = \sqrt{\chi \frac{Q \eta}{4\pi q''}} \]
III. Step-by-Step Safety Procedure / Checklist
III.A Planning & Readiness
- III.1 Define envelope (estimated where needed): Reservoir pressure/temperature, expected GOR, H2S/CO2 (ppm/%), sand risk, MASP/MOP, maximum flow rates and total flaring volumes (estimated).
- III.2 Hazard studies: HAZID/HAZOP, SIMOPS review, dispersion and flare radiation study, dropped-object and lifting plan, noise map, bow-tie for LOPC.
- III.3 Bridging & permits: Align contractor/operator procedures; issue PTW, lockout/tagout (LOTO), live testing permit, confined space (if applicable), hot work for burners, electrical isolation certificates.
- III.4 Emergency plans: ESD/PSD cause-and-effect, muster/evac routes, ignition control, H2S contingency, medevac. Drill tabletop + field drill pre-flow.
- III.5 Layout & zoning: Plot equipment outside hazardous distances: flowhead, choke manifold, data header, separator, surge tank, flare/burner boom downwind with windsocks; establish red/yellow zones and barricade.
- III.6 Competency & roles: Named responsible persons for well control, ESD authority, flare watch, gas testing, permit issuer/receiver; verify certifications for pressure control, H2S, rigging.
- III.7 PPE & lifesaving: Flame-resistant clothing, anti-static gear, gloves, eye/face, hearing; H2S monitors for all; SCBA cache at access points; showers/eyewash; first aid with cyanosis protocol for sulfide exposure.
III.B Equipment Integrity & Function Tests
- III.8 Certification check: Verify pressure ratings, NACE compliance for sour, hydro-test certificates, elastomer compatibility (H2S/condensate/aromatics), calibration of gauges, transmitters, PSV/PRV stamps.
- III.9 Iron management: Inspect union/wing connections, hammer nuts, threads; NDE history; correct pressure class (e.g., 10k/15k) and service; tag-and-track pieces; ensure whip-checks and restraints on flexible lines.
- III.10 Grounding/bonding: Bond all metallic skids; verify continuity to earth; install spark arrestors where specified.
- III.11 Pressure tests:
- Rig-up test tree/flowhead, choke manifold, heater/DP, separator, flare line/hoses individually then as a system.
- Hydrostatic preferred; pneumatic only with enhanced barricades and exclusion zones.
- Hold 1.10 × MOP (= MAWP) for 10–30 min after stabilization; record trace. Leak test at 0.80 × MOP.
- III.12 Functional tests: Stroke SSVs/WKV, subsurface safety valve (if applicable), ESDV; verify close/open times; proof gas detection interlocks; test blowdown valves and flare ignition (pilot/electric) and prove flame detection.
- III.13 Relief and HIPPS (if installed): Verify setpoints = MAWP; bench test; simulate high-pressure trip; confirm relief path to flare open and non-isolatable under upset conditions.
- III.14 Chemical systems: Confirm methanol/MEG injection capacity, inhibitor tanks, pumps stroked; nitrogen available for purging; water deluge/monitors tested for burner/flare area.
III.C Pre-Flow “Go/No-Go”
- III.15 Barrier verification: Two independent barriers to reservoir (e.g., packer + test tree, or BOP + valve). Document and sign off with pressure/negative tests.
- III.16 Toolbox talk: Communicate hazards, limits, choke schedule, emergency signals, muster, individual stop-work authority.
- III.17 Gas/H2S monitors: Fixed and portable detectors calibrated; setpoints per plan; windsocks verified; exclusion zones posted.
- III.18 SIMOPS control: Freeze conflicting work; crane swings away from live iron; marine/aviation notified of flaring; lightning/wx monitoring active.
III.D Controlled Flow & Test
- III.19 Start-up: Crack open on smallest choke; ramp per matrix (e.g., increase 1–2/64 in every 10–15 min) while holding separator pressure within limit and monitoring dP across chokes for erosion.
- III.20 Pressure/temperature control: Maintain below MOP/MAWP; heat upstream of choke if hydrate risk; apply backpressure to stabilize slugs; throttle changes slowly to avoid water hammer.
- III.21 Sampling: Use closed-loop systems; purged and grounded; H2S-rated regulators; SCBA if in red zone; minimize personnel exposure time.
- III.22 Flaring/burning: Ignite pilots before flow; verify smokeless capacity and air/water assist; maintain safe standoff distances by radiation calc; continuous flare watch with radio and emergency quench water available.
- III.23 Sand/hydrate management: Monitor acoustic/AE sand sensors, choke dP trend; deploy desanders; inject methanol/MEG ahead of cooling points; insulate if needed.
- III.24 H2S/LEL vigilance: If =10% LEL or =10–15 ppm H2S detected, stop non-essential work; at =20% LEL or confirmed alarm, initiate ESD sequence and muster as per plan.
III.E Shut-in, Buildup & Abnormal Situations
- III.25 Planned shut-ins: Close surface test tree first; allow thermal/pressure stabilization; bleed down to flare slowly; beware hydrate formation during cool-down.
- III.26 Upsets:
- Overpressure: PSV lift to flare; if not controlled, ESD closes SSV/ESDV and blowdown opens.
- Fire/gas: Automatic ESD, muster, headcount; fight only if trained and safe.
- Loss of containment: Isolate both sides, depressurize to flare, establish exclusion zone, initiate spill response.
- Hydrate blockage: Stop, warm up, inject inhibitor; no hammering on iron.
III.F Depressurization & Demobilization
- III.27 Purge & isolate: Depressure to flare; nitrogen purge 3–5 line volumes; gas test to confirm <1% LEL prior to breaking containment.
- III.28 Dismantle: LOTO valves; use rated tools; maintain barricades; cap/plug open lines; protect threads; segregate contaminated waste.
- III.29 Post-job: Inspect iron; NDE if erosion suspected; close MOCs; lessons learned; update equipment service histories.
IV. Risks & Mitigations
- IV.1 High-pressure failure: Mitigate via MAWP = MASP, full pressure testing, restraints on hoses/iron, gradual pressurization, exclusion zones during pneumatic tests.
- IV.2 H2S toxicity: Continuous monitoring, zoning, SCBA caches, wind awareness, dedicated rescue team, chemical scavenger if applicable.
- IV.3 Fire/explosion: Intrinsically safe equipment, ignition control, hot-work management, grounding, passive/active fire protection at burner/flare, trained firefighting team.
- IV.4 Flare radiation/noise: Calculate standoff; water screens; schedule operations to minimize community impact; hearing protection and barricades.
- IV.5 Hydrates/cryogenic burns: Heat tracing/insulation, inhibitor injection, purge protocols, cryo-PPE where exposure possible.
- IV.6 Erosion/corrosion: Sand control, choke dP limits, corrosion inhibitors, wall-thickness monitoring, frequent visual inspections.
- IV.7 SIMOPS conflicts: Permit gating, area ownership, crane/helicopter restrictions during live flow, marine exclusion around flare downwind/leeward.
- IV.8 Weather/sea state (offshore): Heave/roll limits for flowhead/risers; suspend during lightning; secure ignition sources.
- IV.9 Dropped objects/line of fire: Certified lifting plans, taglines, no work under live iron, tool lanyards.
V. Optimization Levers (Safety-by-Design)
- V.1 High-Integrity Protection: HIPPS upstream of choke to cap overpressure; dual-body choke manifolds for seamless switchover.
- V.2 Digital monitoring: Real-time pressure/temperature/flow, sand acoustic, vibration on choke, automated alarms with trend/threshold analytics.
- V.3 Debottleneck safely: Balance separator pressure to reduce flare rate while retaining measurement quality; use surge tanks to buffer slugs.
- V.4 Emissions abatement: Optimize burner air/water assist to stay smokeless; consider capture to production system or temporary compression where permitted.
- V.5 Hydrate prevention: Model hydrate curves; pre-heat and dose inhibitor proactively at choke-cold spots.
- V.6 Maintenance strategy: Condition-based checks on valves/actuators; quick-change choke beans; spare PSV and igniters on site.
- V.7 Human factors: Simplified panels, clear labeling, standardized choke schedules, fatigue management on 24/7 tests.
VI. Verification & Monitoring Plan
- VI.1 Pre-job verifications:
- All certificates within validity; pressure tests recorded and signed off.
- Cause-and-effect tested; ESD/PSD and blowdown proven; detectors calibrated.
- Emergency drills completed; SIMOPS matrix signed; barriers verified.
- VI.2 During test (continuous/shiftly):
- Trend WHP/WHT, choke dP, separator P/T/level, flare/stack status, LEL/H2S readings.
- Hourly walkdowns of live iron for leaks, vibration, erosion signs; noise checks in barricaded zones.
- Daily function check of at least one ESD loop; verify pilot flames and igniters.
- Chemical inventory and injection rate verification; hydrate watch log.
- VI.3 Post-job:
- Demob gas testing (<1% LEL), nitrogen purge volumes recorded.
- Inspection/NDE results logged; iron recertification plan if erosion suspected.
- HSE debrief vs KPIs; action tracking for any deviations or alarms.
- VI.4 Documentation: As-built P&IDs, pressure test charts, relief calculations, flare radiation calcs, dispersion study, cause-and-effect matrix, MOC records, permits, and daily operations log retained.
Assumptions (estimated)
- A.1 MASP derived from expected reservoir pressure and current column gradient; update with actual SITP/SITP build-up.
- A.2 Flaring permitted and burner capacity = peak gas rate; otherwise, tie-in or reduce rate as per permit.
- A.3 H2S possible; procedures reflect sour service. If sweet confirmed, retain monitoring but adjust PPE stance.


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