GROUP ENGINEERING WORK INSTRUCTION

Global

Design Review

Document No: ENG/GRP/WLI/7001-01 Revision: C

© February 2014 by Expro North Sea Limited — ALL RIGHTS RESERVED

The copyright in this document, which contains information of a proprietary and confidential nature, is vested in Expro North
Sea Limited. The content of this document may not be used for purposes other than that for which it has been supplied and
may not be reproduced, either wholly or in part, nor may it be used by, or its contents divulged to, any other person
whosoever without written permission of Expro North Sea Limited.
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Revision List

Revision Reason for Change Issue Date Author Reviewer Approver

A First Issue 02/02/10 M. Ward R. Garden M. Ward

B ECN19930 07/05/13 S. Massie R. Mitchell L. Quinn

C ECN22609 16/05/14 R. Garden A. Thomson P. Deacon

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Table of Contents
Table of Contents ............................................................................................................................... 3
1. PURPOSE AND SCOPE ..................................................................................................................... 4
2. RESPONSIBILITIES ............................................................................................................................ 4
2.1 Review Panel ........................................................................................................................... 4
2.1.1 Attendees and roles ........................................................................................................ 4
2.1.2 Additional members........................................................................................................ 5
2.2 Review Process........................................................................................................................ 5
2.2.1 Roles and responsibilities................................................................................................ 5
2.3 Records.................................................................................................................................... 6
2.3.1 Design Review Minutes of Meetings .............................................................................. 6
3 Design Review stages ...................................................................................................................... 6
3.1 Criteria..................................................................................................................................... 7
3.1.1 Design Specification - Review ......................................................................................... 7
3.1.2 Safety Considerations ..................................................................................................... 7
3.1.3 Codes/Standards/Regulatory Requirements .................................................................. 8
3.1.4 Manufacture/Implementation, Inspection and Test ...................................................... 8
3.1.5 Operational Considerations ............................................................................................ 8
3.1.6 General Design Philosophy/Standardisation .................................................................. 8
3.1.7 Interfaces Checked .......................................................................................................... 8
3.1.8 Cost Control .................................................................................................................... 9
3.1.9 Environmental ................................................................................................................. 9
4 AREAS FOR CONSIDERATION .......................................................................................................... 9

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1. PURPOSE AND SCOPE

This document defines the Group Engineering process for design review, and facilitates
evidence of compliance with requirements from the:
 customer/project
 relevant design codes and/or standards
 legislation
It is provided to both instruct and guide users with details on a consistent approach to design
review in line with the Group Engineering management system requirements.
The purpose of this document is to define the process through which engineering designs, or
significant modifications to designs, are reviewed. It covers the essential activities required in
order that design may be approved.
The document is intended to cover the review of a part of a design, sub assembly, assembly, or
a complete system design.
The design review is not intended to replace, or consider, low level activities such as
document/drawing inspection. Standard drawing and document checks and approval still apply.

2. RESPONSIBILITIES
2.1 Review Panel
The review panel is to consist of persons deemed competent to contribute to the review
process for the specific design under consideration.

2.1.1 Attendees and roles

A minimum of five such persons are required to perform a legitimate design review.

The panel must include persons identified as follows:

 Chairperson
 Presenting Engineer/Designer
 Independent Engineer
 Designer
 Minute Taker

Chairperson:- For project related work the Responsible Engineer shall call and chair the review.
For non project work the Chair shall be a minimum level of Senior Engineer.

Presenting Engineer/Designer:- to demonstrate that the areas under review have been
considered during the design process and that all reasonable steps have been taken to ensure
that the design meets the specified criteria. The Presenting Engineer would be the
Lead/Responsible Engineer for the Project/Component/Assembly under review; likewise, the
Presenting Designer would be the primary Designer involved in the design of the
Project/Component/Assembly under review.

Independent Engineer:- someone with expertise in the parts and/or product line. i.e. Technical
Manager or peer level Engineer. Shall have the knowledge and understanding of the item
under review to challenge any assumptions/decisions put forward by the Presenting
Engineer/Designer.
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Designer:– someone who has been directly involved in the design process and who possesses
detailed and extensive knowledge of the item under review. If there is a Presenting Designer
participating in the review then it is unlikely that a second Designer will be required.

Minute Taker:– assigned to record minutes of the meeting.

2.1.2 Additional members

The review panel shall be completed with additional members as appropriate to the level of
design under review, the stage of development reached (i.e. concept, intermediate, final) and
the type of criteria applicable (e.g. HSE representatives should be included for a review where
safety and/or environmental considerations feature significantly).

Typically this may include representatives from any or all of the following:

 HSEQ – to provide input to the safety and environmental aspects of the design and to
ensure that any specific client quality requirements have been captured throughout the
design process.
 Operations (including Workshop) – to ensure that assembly, test/inspection, operability
and maintainability needs have been considered and that any special requirements
such as equipment, tools and skills are identified and actioned well in advance of
manufacture/assembly.
 Group Supply chain (GSC) - to maximise procurement leverage and optimise supply
options. A representative from GSC must be invited to each design review, but
attendance at the meeting is discretionary.
 Discipline Engineers – to provide expertise on the product design.
 Expro Client – involvement may be a Quality Plan or contractual requirement aimed at
ensuring specific Client or interface issues have been addressed.

2.2 Review Process

2.2.1 Roles and responsibilities

Pre-meeting, the Presenting Engineer/Designer shall issue a Documentation Package to all
review invitees; this will give invitees the opportunity for familiarisation prior to commencement
of the review. The Documentation Package shall include (but not necessarily be limited to)
scope/limit of the design review, Manufacturing Drawings, Assembly Drawings, Functional
Specifications, Vendor specific requirements, minutes of any relevant previous minutes etc.

At the start of the meeting the Chairman shall welcome everyone to the meeting and ensure
that either (s)he introduces everyone or that each person introduces themselves and explains
which role they are fulfilling at the design review e.g. Presenting Engineer/Designer,
Independent Engineer, HSEQ representative, etc.

At this point the Chairperson will identify the Minute Taker. If no Technical Assistant is available
then another member of the Project team should be assigned by the Chairperson (e.g.
Graduate Engineer).

The Chairman shall then hand over to the Presenting Engineer/Designer to give an overview of
the project, such as field location, whether it is a new development , project scope, any
technical challenges, etc.

The Presenting Engineer/Designer shall also explain where the component, which is to be the
subject of the design review, fits into the overall assembly. The Independent Engineer shall

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ensure that the design is sound and complies with the correct internal and external standards
and regulations. This will typically be achieved through asking probing questions of the
Presenting Engineer/Designer.

At the end of the Design Review the Presenting Engineer/Designer and assigned Minute Taker
shall read through the recorded minutes to ensure that they are clear and easily understood
and that all relevant actions and decisions have been captured. Any areas of uncertainty shall
be clarified and any ambiguous acronyms and abbreviations should be defined. All action
points shall have an agreed ‘actionee’ assigned to them prior to the meeting members
disbanding. Suitable closure dates can be allocated to actions at a later time after consultation
between the Presenting Engineer/Designer and the ‘actionee’.

2.3 Records
2.3.1 Design Review Minutes of Meetings
The Engineering Design Review Sheet (ENG/GRP/FRM/7011-01) is to be used to record the
minutes of the design review meeting. On completion of the meeting the following should be
adopted.

A new “DR” object within Advitium shall be allocated to the design review minutes and
configured under the relevant Design file in accordance with the instruction “Structuring
Advitium Configurations” (ENG/GRP/WLI/7004-03).

With regards to the review minutes, it is the Presenting Engineer/Designers responsibility to

adhere to the following sequence:

1 Save the first set of design review minutes in Advitium.

2 Circulate these design review minutes for comment via e-mail to all review attendees;
assign a date by which all feedback and comments must be received by, this should be
communicated within the same e-mail
3 If any comments are received the Minutes of the meeting are to be updated.
4 Release the design review object in Advitium at Revision A
5 Track the minutes until all actions are closed or until it has been deemed safe and of
minimal risk to the project to progress to the next stage of design.
6 As the actions are closed out, check out the Advitium object and record the action
details and dates on the sheet. Once all actions have been completed, send the
design review sheet in an Advitium ECR/ECN workflow to formally review & approve
the completion of all the design review actions.

Only after all actions from the design review are closed out can the minutes be closed out.

3 Design Review stages

There are three distinct stages of design that shall have design reviews. This can apply to a
part, sub assembly, assembly or system:

 Concept (e.g. for proposals, new product developments or early stages of a project)
o A concept design review shall be held prior to material being ordered.
o The concept design review shall examine the scope of supply or basis of
design.
 Interim (e.g. mid-stage of a development and/or unplanned reviews)

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 Final (i.e. later stage of a development, typically required prior to approval for
commencement of implementation/manufacture)

It may not be necessary to have all three stages of design review but it is mandatory to have a
final design review. There is also no limit to the number of design reviews that may be held.
For example, it may be necessary to have multiple intermediate design reviews before a design
is finalised.

Throughout the course of undertaking a particular work scope it may be necessary to call an
impromptu design review. Any specific issues or raised concerns that cannot be resolved via
normal discussions and that will affect schedule/functionality/budget/safety shall generate the
request for a design review to be held. Any member of Group Engineering that has sufficient
concerns should raise a verbal request with the Responsible Engineer to have a design review.

3.1 Criteria
The objective of a design review shall be to ensure that the design meets those criteria
identified in the following sub-sections that are applicable.

3.1.1 Design Specification - Review

The primary purpose of a design review is for a team of competent individuals to confirm that
the proposed design is fit for purpose and will fulfil all the requirements of the design
specification.

A design specification is a formal statement of the needs/requirements that the design is

intended to meet.

The following are examples of design specification that may be used, depending on the level of
design.

 Functional Specification
 Project Basis of Design document
 Scope of Supply drawings
 ITT document/customer specifications
 Locally generated requirements specification

The design specification must be specifically referenced on the design review sheet. The
design specification must also be stored within Advitium and configured under the Design File.

In the event that the requested change impacts a standard product design or specification, the
associated product specialist must be involved in the process and may reject the
change/propose alternative solutions.

Where appropriate a design review may be called to assess the impact of a change.

3.1.2 Safety Considerations

The Presenting Engineer/Designer shall clearly demonstrate that safety has been considered
during the design and that all reasonably practicable steps have been taken to ensure the
design does not present a significant risk of harm. E.g. exposure to pressures or lethal voltages
etc. It must be documented whether the design under review is, or is not a Safety Critical
Element (SCE) (refer to guide 1-INT-ENG-GUI-001 ‘Safety Critical Element – Definition’ ) and
whether the associated product is, or will be, included within a Written Scheme of Examination
(sometimes called a Verification Scheme).

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3.1.3 Codes/Standards/Regulatory Requirements
The Presenting Engineer/Designer shall clearly demonstrate that the design conforms to all
applicable codes, standards, specifications and regulatory requirements identified in the design
specification.

The design must embody the relevant Codes of Practice.

3.1.4 Manufacture/Implementation, Inspection and Test

The Presenting Engineer/Designer shall demonstrate that consideration has been given to
manufacture/implementation, inspection and test of the design under review.

Where relevant, evidence of successful delivery on similar designs in the past may be
considered for the purposes of reducing risks associated with executing these processes for
the design.

It should not be assumed that successful delivery means that no improvement can be made.

It is the responsibility of the Operations representative to identify, equipment, tools, skills that
will be required for the manufacture / assembly phase.

Consideration should be given to the capabilities of vendors when they are expected to feature
in the manufacture of the components. This may involve representation from Group Supply
Chain when required.

3.1.5 Operational Considerations

The Presenting Engineer/Designer shall present evidence that the equipment under review has
been designed to meet operational demands.

Issues such as handling, testing, installation and transportation to and from the worksite should
be considered.

Where required, individual representation from Operations will be given.

The information will be reviewed to ensure it meets or exceeds reliability requirements in the
design basis or design specification for the deliverable item.

Major differences between existing field products/systems and the new design that may
adversely affect the operation or reliability of the new product must be identified and their
impact considered.

3.1.6 General Design Philosophy/Standardisation

The Presenting Engineer/Designer shall demonstrate that all reasonably practicable steps have
been taken to ensure that the design conforms to or utilises Expro standard designs or is
aligned with the current product and technology philosophy.

3.1.7 Interfaces Checked

The Presenting Engineer/Designer shall present all interfaces affecting the design and shall
demonstrate that each has been verified correctly with interfacing parts.

All aspects of internal and external interfaces must be considered:

 Mechanical
 Hydraulic
 Electronic & Electrical
 Communications and Software interfaces

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The impact on any existing Failure Modes and Effects Criticality Analyses (FMECA) must be
recorded, including any requirement to amend existing, or perform a new FMECA.

3.1.8 Cost Control

The Presenting Engineer/Designer shall demonstrate that costs associated with the product,
including materials and labour have been taken into consideration and that evidence is
presented. Measures that have been taken to control or reduce costs should be
identified/considered.

3.1.9 Environmental
It should be verified that the design complies with all relevant Expro guidelines referring to HSE
aspects.

4 AREAS FOR CONSIDERATION

Some specific examples which fall into the categories mentioned within sections 3.1.1. to 3.1.9.
of this guide are described below. This following list is by no means exhaustive and it is
recognised that all areas will not necessarily be applicable to all reviews; it is suggested that
they are used for guidance only.

 Large multiview layout drawings – it is imperative that any items under review are
printed/plotted at a large enough scale that sufficient levels of visibility are achieved.
Multiple views are recommended such that critical equipment features and interfaces
are clearly shown and identified. Multi views can also be utilised to describe different
equipment positions (e.g. Valve open & valve closed).
 Assembly – can the equipment be assembled? Are any specialist tools required to
facilitate assembly? Can visual markers or indicators be incorporated into the
equipment to aid with accurate and efficient assembly?
 Equipment Testing – careful consideration should be given to the testing that the
product should undergo, the type of testing undertaken should ensure compliance with
the relevant design specification. Consider the interfaces between the necessary test
and lifting equipment also.
 Materials – Are the proposed materials suitable for the intended operating environment
– temperature, fluid contacts, customer requirements, loading conditions and exposure
times may all require careful consideration. Are all areas within the item under review
suitably coated to guard against corrosion, excessive wear and galling? Consider
applicable Material and Coating Specifications.
 Equipment functioning during operations – does the design under review meet the
requirements of the Design Specification in all operational scenarios (e.g. Valve open
and Valve closed)? Does the proposed design provide sufficient strength when
accounting for differing operational conditions, e.g. sufficient shear strength, tensile
capacity, bearing areas etc? Consider the transferral of loads through components and
how load paths may change as the equipment is functioned. Consider any torque that
may be applied during assembly or operation; should certain components be ‘keyed’ or
‘locked’ together to prevent unwanted back-off or movement due to applied torque?
Has a Failure Modes & Effects Criticality Assessment (FMECA) already been
performed or is it scheduled to be performed? If not, the reason for it not being required
is to be recorded.
 Group Quality Codes (GQC’s) – ensure that the relevant GQC’s are called out against
the applicable components such that the quality of Expro designed objects are assured
but are also not more onerous than the design requires.

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 Design Intent – careful consideration should be given to dimension placement and
tolerance magnitude on Manufacturing Drawings such that parts are as easy and low-
cost to manufacture as possible. Consideration should be given to tolerance stack-ups
and where applicable a Tolerance Study should be undertaken to ensure necessary
clearance gaps are maintained.
 Feature placement – ensure that seals/o-rings are not traversing across slots/holes etc
when the equipment is functioned as this may lead to seal failure. Ensure that each
seal/o-ring groove has sufficient ‘land’ at either side and that the sealing element is fully
supported at all times. Consider also components that touch each other; do they
inadvertently create a seal which could lead to problems such as hydraulic locking or
change in piston areas?

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