Site access, orientation and journey management

For many oil and gas workers the most dangerous part of the day is not the work at the wellhead but the drive to get there and the first few minutes after arriving. Lesson 1 showed that vehicle incidents are the leading cause of death in the industry. Newcomers who arrive without the right training, equipment or information, who park in the wrong place or who do not know where to go if an alarm sounds, add risk for everyone on site. This lesson covers what to do before you leave, how journey management controls driving risk, how to arrive and sign in, what a good site orientation contains and how sites keep track of people who work alone.

HSE-252, Defensive Driving and Fleet Safety, covers driving skills, fatigue, hours of service and fleet programs in depth, and its capstone builds a full journey management plan. This lesson applies those ideas to oil and gas travel and adds the site-arrival rules that are specific to the industry. HSE-104 covers protective equipment in general, and HSE-243 covers heat and cold stress.

Before you go

Arriving ready starts days before the trip. Most operators require proof of industry training before a worker can be oriented to a site. In western Canada a common minimum is Energy Safety Canada's Common Safety Orientation and H2S Alive, together with standard first aid, WHMIS and, for drivers, Transportation of Dangerous Goods training, plus any task tickets such as ground disturbance, confined space or fall protection. Contractors are often checked through prequalification systems before they are allowed on site. Workers should carry their tickets or have them available in the company's training records, because a gate check that finds an expired H2S ticket will turn the worker away.

The second part of being ready is the right equipment. Oil and gas sites almost always require flame-resistant clothing, meeting CAN/CGSB-155.20 in Canada, together with a hard hat, safety boots, safety glasses and gloves suited to the task, and hearing protection where noise is high. On sites where hydrogen sulphide may be present, a personal gas monitor is required, often a four-gas monitor; Lesson 5 explains how to check it. Pack for the weather and for the possibility of being stuck: in a northern winter, that means a vehicle survival kit with warm clothing, food, water, a shovel, a way to call for help and enough fuel. Finally, be fit for duty. Arriving tired, ill or impaired by alcohol, cannabis or medication puts others at risk as well as you, and most operators run fitness-for-duty and drug and alcohol policies.

Why driving dominates the risk

Oilfield driving combines many risk factors at once. Workers drive long distances, often before dawn or after dark, at the start or end of long shifts. Many roads are gravel lease roads that are narrow, dusty in summer and icy or rutted in winter, shared with loaded tankers, rig moves and wide loads. Wildlife crossings are common. Cell coverage is patchy. A NIOSH study of US oil and gas extraction workers from 2003 to 2009 found a motor vehicle fatality rate 8.5 times that of all private-sector workers (7.6 compared with 0.9 per 100,000 workers). Pickup trucks were the most common vehicle involved, and seat belts were not being used in at least 38 percent of the deaths. Wearing a seat belt on every trip, including short trips across a lease, is the single most effective thing a driver can do.

Journey management

Journey management is a planned, tracked system for work travel. It asks four questions before each trip: is the trip necessary, can it be combined with others or done at a safer time, what are the risks of the route and conditions, and how will the traveller be tracked until arrival? A journey plan records the route, departure time, expected arrival, rest stops, check-in times and the person responsible for monitoring the trip. If a traveller misses a check-in, the monitor follows a set escalation: try to contact the driver, then contact the destination, then start a search and notify emergency services. Many operators use GPS tracking and satellite devices, but the core is the same: someone knows where you are and will act if you do not arrive.

Resource and lease roads have their own rules. Many industrial roads in Alberta and British Columbia are radio-assisted: signs give a road channel and kilometre markers, and drivers call their position and direction at the posted points so that loaded trucks and light vehicles know who is coming around the next bend. Drive with headlights on, keep to the right, yield to loaded trucks, slow down for dust, never pass in dust, and watch for wildlife at dawn and dusk. In the spring, road bans and soft ground limit heavy traffic, and some lease roads become impassable; in winter, ice roads and snow-packed surfaces demand lower speeds and more following distance.

Professional drivers are also bound by hours-of-service rules. The federal Commercial Vehicle Drivers Hours of Service Regulations, and provincial rules for drivers who stay within one province, limit driving and on-duty time in a day and require minimum off-duty periods, with provisions for oil well service vehicles. Light-vehicle drivers are not covered by those rules, but employers must still manage fatigue as a hazard, and many limit total work plus driving time in a day, ban driving after very long shifts and require rest breaks on long trips.

The program below checks a simple journey plan for a day trip to Pinecrest: it adds up driving time, inserts a rest stop at least every two hours, sets check-in times and tests the plan against an invented company rule limiting the combined work and driving day to 14 hours. Speeds and times are illustrative.

# Journey plan check for an invented day trip (all values illustrative).
legs = [  # (description, distance km, planned speed km/h)
    ("Grande Prairie yard to highway junction", 48, 90),
    ("Highway to lease road turnoff", 18, 80),
    ("Lease road to Pinecrest pad", 14, 40),
]
depart = 6.0            # 06:00
work_hours = 8.5        # planned time on site
rule_day = 14.0         # company limit on work plus driving
t, since_break, total_drive = depart, 0.0, 0.0
def hm(x):
    return f"{int(x):02d}:{int(round((x % 1) * 60)) % 60:02d}"
print("Outbound:")
for name, km, v in legs:
    d = km / v
    if since_break + d > 2.0:
        t += 0.25; since_break = 0.0
        print(f"  {hm(t)} rest stop 15 min")
    t += d; since_break += d; total_drive += d
    print(f"  {hm(t)} reached end of: {name} ({km} km) - check in")
arrive = t
leave = arrive + work_hours
back = leave + total_drive
day = back - depart
print(f"On site {hm(arrive)} to {hm(leave)}, home about {hm(back)}")
print(f"Driving {2 * total_drive:.1f} h, total day {day:.1f} h")
print("Within company limit" if day <= rule_day else "Exceeds limit: change the plan")

Outbound:
  06:32 reached end of: Grande Prairie yard to highway junction (48 km) - check in
  06:45 reached end of: Highway to lease road turnoff (18 km) - check in
  07:06 reached end of: Lease road to Pinecrest pad (14 km) - check in
On site 07:06 to 15:36, home about 16:43
Driving 2.2 h, total day 10.7 h
Within company limit

The plan fits the invented company rule, but only just, and only if the work finishes on time. A real journey plan would also check the weather and road reports, daylight hours and whether the worker had enough rest the night before, and would decide in advance what happens if the job overruns: an overnight stay, a second driver or a pickup.

Arriving and signing in

Arrival is a short but critical step. Before entering the lease, stop at the entrance and read the signs. They usually give the site name and legal location or address, the operator's emergency number, hazard warnings such as hydrogen sulphide or sour gas, PPE requirements and directions to the sign-in point. Look at the wind socks: most sites have at least two so that the wind direction can be seen from any approach. Note where the muster points are. If an alarm or flare is sounding or the site is obviously in an upset condition, do not enter; stay upwind, call the site contact and wait for direction.

Every person on a site must be accounted for, so sign in at the gate shack, office trailer or electronic sign-in point, and sign out when you leave. Park where you are told, usually in a designated area away from wellheads, tanks and process equipment and outside the hazard zone, and back in so that you can drive straight out in an emergency. Do not leave engines idling near wellheads or tanks, because a vehicle is an ignition source. Phones and other non-intrinsically safe electronics are usually banned from hazardous areas around wellheads, tanks and process equipment; follow the site rules on where they may be used.

What a site orientation should cover

A good site-specific orientation is short and practical and is given before any work starts. It should tell a newcomer the things in the table below, and it should give them a chance to ask questions. Many sites record each orientation with the worker's signature, and require a fresh orientation when site conditions change significantly, such as at the start of fracturing or when a sour well is brought on.

Working alone and check-ins

Lease operators, truck drivers and maintenance staff often work alone at remote sites. Provincial law treats working alone as a hazard to be assessed and controlled. Alberta's OHS Code, for example, requires the employer to assess the hazards of working alone, take steps to eliminate or reduce them, and provide an effective means of communication, with contact at intervals suited to the hazard; British Columbia and Saskatchewan have similar requirements. Controls include check-in calls at set intervals, automated man-down and lone-worker devices, satellite communicators where there is no cell coverage, rules that prohibit certain tasks alone (such as entering a confined space or working where H2S may exceed set limits) and a clear response if a check-in is missed.

Check-in intervals should match the hazard. A worker doing routine inspections at a sweet gas site might check in every two to four hours; a worker gauging tanks at a sour site might be required to check in before and after each task, or not do that task alone at all. The response to a missed check-in must be planned in advance: who will call, how long they will wait, who will drive out and what that person must not do, such as enter a building or tank area without a gas monitor. Rescuers are themselves killed when they rush in to help a collapsed worker without checking for gas; Lesson 6 returns to this.