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OSAS is the Standard for Automation

The OSAS 11-Step Process

Every mud cleaning or fluid transfer operation must follow these 11 stages. Each one produces auditable artifacts, so nothing is left to chance, opinion, or excuses.

1. Corporate Intake

Capture the operator’s automation philosophy, risk tolerance, OKRs/KPIs, and lessons learned. Align strategy before execution.

2. Rig Intake

Document rig-specific environment: layouts, constraints, crew concerns, incident history, and readiness for automation.

3. Vendor Intake

Audit vendor capabilities against OSAS requirements, performance history, innovation pipeline, and crew competency.

4. Survey & Baseline

Collect hard data: tank layouts, cycle times, crew exposure, waste handling, hazard assessment. Establish the baseline for improvement.

5. OSAS Design

Engineer the standardized work “recipe” using safety-by-design and automation-first principles. Specify automation, interlocks, and success criteria.

6. Implement & Train

Commission compliant equipment, integrate systems, and certify all personnel through OSAS competency standards.

7. Data Capture Setup

Install telemetry, sensors, timestamping, traceability, and tamper-evidence. Verify calibration and redundancy.

8. Execute Run

Perform the work strictly by the OSAS recipe. Capture full telemetry and log any deviations via Temporary Deviation Records (TDRs).

9. QA & After Action Review (AAR)

Inspect outcomes, review lessons learned with all stakeholders, and document corrective actions and future improvements.

10. CPI & SADI Scoring

Quantify performance.

• SADI = Safety & Automation Design Index (how automated and engineered-out the hazards are).

• CPI = Continuous Progress Index (how much safer and more efficient the process is compared to baseline).

11. Promote Proven Changes (MOC)

Institutionalize improvements. Feed them into the global OSAS recipe library so the whole industry levels up.