Pipelines & Procedures
1 Solution
A maintainable, accessible set of documents developed using information architecture and structured authoring methodology:
- Identified reusable information blocks
- Chunked together similar content for review
- Clarified differences and nuanced syntax with SMEs
- Accessibility assessment, addressing colour and contrast
2 Problem
Planning Phase
Background
The Canada Energy Regulator (CER) works to protect the future of the Canadian energy industry by developing projects which engage with Indigenous communities to ensure energy projects operate safely and under the strictest environmental standards.
A key participant in this process is the Indigenous Monitors (IM):
Indigenous monitors participate in regulatory work, including:
- On-site inspection
- Evaluation and training
- Emergency response
- Compliance verification
Existing Materials
The inspection process consists of 4 phases which correspond to the on-site workflows. Each project has a corresponding pair of inspection and workflow job aid documents to reference during an inspection.
The federal regulator’s document management system is tightly integrated to their use of Microsoft Office & Teams.
These constraints are the result of that integration:
- MS PowerPoint is the preferred platform due its simplicity, availability, and compatibility with most images and files
- No external libraries including Acrobat, Office 365, and stock images or graphics
- Mobile friendly iPad Mini is primary viewing device.
The CER & IM inspection serves as the primary report for compliance, activities and conditions concerning the four major extraction projects: TMX, NGTL, Line3, and KXL.
3 Process
Materials exists as nine separate documents:
- Resource intensive to maintain
- Prone to inconsistent revisions
- Lacks meaningful method for version control
- Accessibility concerns, specifically contrast and colour
