Remote audit in the times of COVID-19: a successful process safety initiative

Abstract

Goal: This paper presents a case study in which the practice of Internal Process Safety Audit of the studied company needed to develop a system of remote audits during the COVID-19 pandemic. Design / Methodology / Approach: The system was analyzed in the light of recent theoretical references, having all its phases described, as well as its results and future prospects. Results: The systematic approach involved the development of specific procedures for planning and carrying out audits using a digital platform. The practice was implemented from March 2020 through August 2021. It was approved by the National Agency for Petroleum, Natural Gas and Biofuels (ANP) and is currently used as a reference for other operators in oil and gas exploration and production (E&P) in Brazil. Limitations of the investigation: The choice of a unique case study, restricted to a practice adopted since the beginning of the pandemic, brought some theoretical-methodological limitations. The authors chose to adopt participant observations due to the inclusion of one of the authors in the process of conducting the audits. Practical implications: The main contribution of this study focuses on the results of the critical analyses carried out to find the strengths and opportunities for improvement that could be adopted by organizations that have similar processes. Originality / Value: The added value of this study refers to the scope of the remote audit, as it is about Process Safety. The studies presented so far refer mostly to remote certification audits or maintenance of the quality management system, with emphasis on ISO 9001.