This specialized training course on Material Cataloguing, Specifications & Storage Planning is designed to help participants develop the skills and knowledge necessary to create and maintain a comprehensive materials and product catalog that supports business operations across all areas, including operational, maintenance, and support functions. The Energy training course will also cover techniques to ensure the timely delivery and sourcing of the correct products.
Participants will gain the expertise needed to confidently define product specifications in accordance with widely accepted standards such as API, ASTM, BS, JIS, DIN, and other recognized standards.
Additionally, delegates will learn how to categorize and integrate a master product catalog into the user’s parts list for equipment, machinery, and plant, covering materials required for production, maintenance, and construction. The course will also focus on the effective management of records related to these materials.
- Review, analyze, and classify stock (inventory) items for adequacy, completeness, compliance with specifications, catalog group, and user requirements.
- Gather and compile data on non-stock materials (direct purchase items) from various user divisions/departments.
- Classify and assign appropriate product groups and integrate them into the master product catalog.
- Develop unique product/catalog identification codes or part numbers in line with international cataloging systems to ensure technical and commercial integrity.
- Utilize Configuration Management Systems effectively.
- Appraise standard technical specifications, ensuring compliance with global Health, Safety, Environment, and Quality Management systems.
- Assign proper storage and handling procedures based on manufacturer’s guidelines.
This Energy Material Cataloguing, Specifications & Storage Planning training course will be delivered by number of short and long class exercises, team working and presentation, video, situation-based case studies, work-based problem solving, awareness of various Materials Management Systems and Configuration Management Systems.
- Any Professionals from the Procurement and Purchasing Department / Team
- Cataloguing Engineers
- Materials Engineers
- Configuration Professionals / Engineers / Specialists
- Material Planners / Equipment and Storage Specialists
- Requirements Specialists / Executives
Day One: Essentials of Material Cataloguing, Specifications & Storage Planning
- What is a Material Catalogue?
- The Process for Creating a ‘Catalogue’
- Deciding what to catalogue
- How to catalogue materials
- Author information
- Title information
- Series information
- Production details
- Place of Production
- Illustrations
- Notes
- Identify Material for Cataloguing
- Submit Request, Review and Catalogue Item
Day Two: Technical Integrity of the Materials Cataloguing & Storage Planning
- Catalogue Coding Standards
- Maintaining the Materials Catalogue
- Reviewing materials catalogue to ensure it is in the specified templates / format
- Configuration Management Issues, Problems and Challenges and how to rectify
- How to monitor and Control the Grouping
- Coding and Linking related to technical documents, plans, bills and drawings
- Approved Standards of Items, Materials, Products and Equipment
- Change Management System dealing with change request
- How to ensure completeness of equipment and materials data in the Materials Management System
Day Three: Commercial Integrity of the Materials Cataloguing & Storage Planning
- Payment approval process – Supervision and checks of suppliers / vendors invoices
- Commercial Configuration process to improve interchangeability and deliverability
- Physical verification process, onsite visits in coordination with Inventory Control, Warehouse Operations and User’s requirements.
- Dealing with replicated and duplicated items
- Review and coordinate with vendors and manufacturers on materials and equipment specifications following queries raised during procurement and purchase
- Analysis, evaluation and coordination with Users and Inventory Control for acceptance and ensure system updates of new requirements, change request and purchase datasets
Day Four: Enhancing Materials Catalogue Management and Optimum Storage Planning
- How to deal with Obsolete and Substitute Offers
- Coordinating the collection of relevant data, service, location details, part list and drawing of Obsolete Equipment and Parts
- Potential Issues, Problems and Challenges of Obsolete and Substitute Materials and Equipment
- Gaining acceptance of substitute materials specifications for the introduction of new products
- Version control and monitoring of items of obsolete and substitute materials & equipment
Day Five: Materials & Storage Standards and Specifications
- Alternative Specification and Alternative Sources with acceptable material specification
- Multisource approaches to reduce monopoly by single source supplier (achieving economies of scale)
- Coordination with end-users, technical departments and manufacturers to facilitate in identifying all hazardous substances
- Modification of buying description to comply with the relevant safety standards, clauses and codes of practices in accordance with the International Safety Regulations (IMDG, SOLAS, DOT)
- Supervision, control and monitoring of Materials Safety Data Sheets for all Hazardous Materials
