Many of the readers of this website have PSM/RMP programs written using our Open-Source PSM templates. The members of our community have read-only access to the Google Drive templates directory where the newest revisions and updates to those documents are housed. While we’ve kept a “Change Log” in the root directory of that shared drive for a long time, we’ve recently decided to make a blog post about every template change to raise awareness of these changes and assist those of you who want to continue updating your program. What follows is our first blog post along those lines:

PDF “Form” versions of commonly used MI & PSSR Forms

Back in July of 2016 we first introduced documents to our PSM Template system called ITR-PSSR forms. These “Inspection Test Reports for Pre-Startup Safety Reviews” provided a standard format for new equipment documentation and safety checklists that replaced the B109 form that some people use. Unique forms were provided for common subsystems and equipment, such as:

  • Ammonia Pumps
  • Air Units
  • NH3 Detectors
  • Evaporative Condensers
  • Heat Exchangers
  • Machine Rooms
  • Piping Sections
  • Purgers
  • Pressure Vessels
  • Compressors
  • Ventilation Systems

In September of 2016, we provided PDF versions of these as “PDF Forms” that were usable for data entry. At some point, those files were apparently removed or lost. I recreated those PDF forms today for all the ITR-PSSR Forms.

I also converted each of the ITMPR forms. These “Inspection Test & Preventative Maintenance Reports” form the basis of our Mechanical Integrity program documentation. Both the ITPMR and ITR-PSSR forms are now on the Google Drive in their respective PSM element folder. The revision dates of the PDF reflect the revision date of the original Word document.

Can I use these in my program?

If you use our templates, or we wrote the program for you in the last two years using these templates, then the answer is Yes, but how easily depends on the age of your program.

If your program is newer than September 2016: Those of you who use our PSM/RMP templates to create their own programs – or those of you who have a program we created post September 2016, can drop these updated forms directly into your program.

If your program is older than September 2016: If your program was created before September of 2016, the ITR-PSSR forms can be added to your program as alternate PSSR documentation. Your MI documentation were called ITR forms at the time – not ITPMR. To replace the ITR forms with the updated ITPMR forms you can do one of two things:

  1. Replace every mention of ITR with ITPMR in each of your element guidelines/written plans, SOPs, MI schedules, etc.


  1. Write a memo / Letter to File explaining that ITR and ITPMR mean the same thing in your program and can be used interchangeably.

Regardless of the age of your program, make sure you conduct a brief training with your operators on these new forms before your implement them.

Here’s a list of the updated files that now have PDFs available on the Google Drive: