All provinces and territories · Editable Word template

Oilfield services safety manual template

A complete written health and safety program for service companies working on oil and gas wells and facilities for operators across Canada: well servicing and workovers, coil tubing, wireline, snubbing, flowback and testing, pumping, fluid hauling, rentals and facility maintenance. It is laid out on the 14 national COR elements and written for the work: sour gas and H2S, pressure and iron, well control, ignition and static, the rig floor, tanks and hydrocarbon vapours, mobile equipment and lease roads. Section 15 sets out the law of every province and territory, and federal workplaces, side by side, with each jurisdiction’s oil and gas rules and energy regulator. It arrives as an editable Word file you make your own.

A look inside

Sample pages from the manual, marked and cut short. Your copy has no watermark.

Cover with room for your logo and company name

Linked table of contents, laid out on the 14 national COR elements plus a section on working across Canada

Section 3: eighteen safe work practices written for oilfield work, pressure and iron shown

Section 15: each jurisdiction's oil and gas rules, H2S limits and energy regulator

Appendix A: all 74 documentation questions of the national COR elements mapped

Print-ready permits and forms: a sample shown

What’s in the manual

1. Safety and health policy

A signed, dated policy, the written program, and responsibilities for management, rig managers and supervisors, crews, drivers, our person in charge at the wellsite, and how we work under the operator as prime contractor.

2. Hazard assessment, analysis and control

Formal hazard assessments by type of service, the 5 × 5 risk matrix, a critical task inventory, and the wellsite hazard assessment with the H2S classification, planning zone and the operator’s ERP.

3. Safe work practices

Eighteen practices for oilfield work: the operator’s site rules, H2S and sour wells, gas detection, pressure and iron, well control, isolation, ignition and hot work, the rig floor, heights, tanks and vapours, confined spaces, mobile equipment, ground disturbance, NORM, weather, lease roads, fatigue and tools.

4. Safe job procedures

Step-by-step procedures for rigging up and pressure testing lines, rigging down iron, H2S planning zones and alarms, gauging a tank, hot work on a lease, tripping pipe, spotting trucks and climbing with fall protection.

5. Company safety rules

Life-saving rules for oilfield crews, working under the stricter of our rules and the operator’s, and a progressive discipline process applied the same way every time.

6. Personal protective equipment

Flame-resistant clothing, H2S and four-gas monitors, SCBA and supplied air with fit testing, fall protection on rigs and tanks, and the rest of the PPE the work needs.

7. Preventative maintenance program

Gas detectors, SCBA and breathing air, treating iron certification and inspection, valves and relief valves, rigs and masts, hoisting gear, pumps and commercial vehicles, with records and defective equipment tagged out.

8. Training and communication

A training matrix by role, from H2S Alive and well control certification to first aid, confined space, TDG and ground disturbance, the operator’s orientation and pre-job meetings.

9. Inspections

Wellsite inspections, the rig after each move, well control equipment, iron, monitors and SCBA, tanks and trucks, and correcting what is found.

10. Investigations and reporting

Reporting to the operator and to the OHS regulator of the jurisdiction where it happened, releases and the energy regulator, near misses, investigations and corrective action.

11. Emergency preparedness

Fitting into the operator’s ERP: H2S releases, well control events, fire, pressure releases, confined space and fall rescue, lease road incidents and remote medical evacuation.

12. Statistics, records and document control

Gas tests, pressure test records, iron certification, monitor and SCBA servicing, fit tests and journey management kept for the longest period any jurisdiction requires, and the annual evaluation.

13. Legislation

OHS law where the work is done, the energy regulators’ role, the federal laws that apply everywhere, the standards and industry guidance the manual follows, and the right to refuse.

14. Procurement and contractor management

Working for operators (prequalification, permits, ERPs, bridging), choosing subcontractors, and buying rated iron, gas detection and breathing air equipment.

15. Working across Canada

Whose law applies, then every province and territory and federal workplaces side by side: the act and regulation, the regulator, each jurisdiction’s oil and gas rules, H2S limits and energy regulator, serious incidents to report and how fast, and the other rules that change at the border.

Appendix A. COR cross-reference

Every one of the 74 documentation questions in the 14 national COR elements, what it looks for in plain words, the section that answers it, and whether the auditor will also want your records.

Appendix B. Forms

36 print-ready forms that match the manual, each with a form code: among them the wellsite hazard assessment, pressure test record, isolation and lockout record, confined space entry permit, hot work permit and journey management plan.

Written for the work, not just the province

An oilfield crew’s risks come from the well and the iron: sour gas, stored pressure in lines and equipment, a kick, an ignition source in the wrong place, a thief hatch opened in the vapours, a long drive on a lease road at the end of a shift. This manual is written around them, practice by practice and procedure by procedure.

Your crews work on the operator’s lease, under its site rules and its emergency response plan. The manual says how yours and theirs fit together, and the stricter rule always wins.

One program for every province you work in

Your crews follow the occupational health and safety law of the province or territory where the well is, not where your office is. The manual sets your company’s rules once and gathers what changes at each border into section 15, so a supervisor starting work in a new province looks up what applies there.

It is laid out on the 14 national COR elements, so it suits a COR audit wherever you certify. Each certifying partner uses its own audit tool, so check it against yours; our provincial manuals follow each province’s audit exactly. No template can guarantee a certificate on its own, and we don’t claim to.

Who it is for

Service rig, coil tubing, wireline, snubbing, flowback and well testing, pumping, fluid hauling, rental and facility maintenance companies working for oil and gas operators.

A template is a starting point, not legal or engineering advice: a qualified person must adapt it to your work and your operators’ programs before you issue it.

Lifetime updates

When the law changes, we publish a new edition and email everyone who bought the template. Every update is free, for as long as we publish it.

Version 1.0 October 15, 2026
- First edition, written for oilfield service companies and laid out on the 14 national elements of the harmonized COR audit.
- Section 15 sets out the law and oil and gas rules of every province and territory and federal workplaces, checked against the legislation in force on 15 October 2026.