When an OSHA inspector walks through your gate, can you prove, immediately and on paper, that every operator on every unit is qualified to be there? QualMatrix by OEG connects a structured job-qualification library to a live employee tracking system, giving HSE and operations teams a real-time, auditable view of qualification status across every process unit and operator level.
Most refineries track operator qualifications in spreadsheets, paper files, or disconnected systems. Without a structured framework tied to process-specific requirements, compliance exposure accumulates unseen.
OSHA 1910.119 requires documented operator competency for every PSM-covered process. Gaps in qualification records are among the most cited findings in refinery PSM audits.
Experienced operators retire taking decades of tacit knowledge with them. Without a structured qualification framework, replacement operators are cleared inconsistently and dangerously.
Companies operating multiple refineries rarely have a consistent qualification standard across sites. What qualifies a CDU operator at Site A may be meaningless at Site B.
Qualification criteria vary by supervisor and site. There is no consistent definition of what an Operator II on the CDU must know versus an Operator II on the FCC until OSHA asks.
Expired training, missing sign-offs, and incomplete checkouts hide in file folders. Supervisors discover gaps reactively, at promotion time or during a compliance audit.
Minimum Qualified Operator thresholds must be met every shift. Without real-time tracking, operations managers cannot confirm MQO coverage until someone spots a potential violation.
An integrated platform covering the full qualification lifecycle, from defining what operators must know, to tracking who knows it, to planning how they get there, and analyzing cross-unit movement.
A structured, searchable reference covering job-qualification requirements for 22 refinery process units, organized by operator level and qualification category. Every requirement is grounded in PSM, API, and OSHA standards.
An operator-level tracking system that maps individual employees against qualification requirements, surfaces coverage gaps, and generates the documentation trail needed for audits.
A swimlane roadmap showing cumulative qualification requirements from Operator I through Senior, including what is new at each level and what remains outstanding.
Specialized analysis tools: Unit Transfer Analyzer, MQO Checker, and Qualification Matrix for site-wide coverage at a glance.
A structured library of qualification requirements covering 22 refinery process units. Organized by operator level and requirement category, it becomes the authoritative standard everything else is measured against.
An employee qualification management system that records completed requirements, computes status against the reference standard, identifies gaps, and supports audit readiness.
The qualification standard for every process unit in your refinery. Each unit page documents the full set of requirements across four operator levels, from entry-level Operator I through Senior Operator, organized into four structured requirement categories.
Illustrative. Actual requirements vary by unit, level, and site. All values carry site-specific VERIFY flags.
The employee-facing half of the platform. Tracks every operator's qualification records against the JQ Reference standard, computes status in real time, and surfaces gaps before they become compliance findings.
Status computed against all level-applicable requirements across EDU, EXP, TECH, and SAR categories.
Beyond unit pages and employee records, QualMatrix includes cross-cutting tools for qualification management, gap identification, and audit preparation.
Full cross-unit grid showing requirements for every unit and operator level in a single view. Built for supervisors managing multi-unit operators.
Verifies Minimum Qualified Operator coverage per shift and unit. Flags units at risk of falling below the required staffing threshold.
Maps the qualification path from Operator I through Senior. Shows what is required at each level transition and what remains outstanding.
Assesses qualification credit when an operator moves between process units. Identifies which requirements carry over and what new training is needed.
Surfaces all site-specific verification flags across the reference library. Identifies requirements that need local SME sign-off before use in compliance decisions.
Roster-level view of qualification gaps across a unit or site. Prioritized by severity, with expired, missing, and at-risk items surfaced separately.
Three steps from opening the tool to knowing exactly where your qualification gaps are.
Navigate to any of 22 covered process units: CDU, FCC, Hydrocracker, Reformer, Coker, and more.
Toggle between Operator I through Senior to see the specific qualification requirements for that role.
Map real operators against requirements in the EMP Tracker. Export gap reports for audit packages.
Every qualification decision in QualMatrix is built on the same four-level, four-category framework, applied consistently across all 22 process units.
Entry level. Basic process knowledge, safety orientation, and supervised field time on unit.
Independently operates the assigned unit. Demonstrated process knowledge and emergency response competency.
Cross-unit qualified. Lead operator capable of training others and managing complex abnormal situations.
Full process mastery. Qualifies to act as unit authority, mentor Op III operators, and support PSM documentation.
Formal training, courses, and certifications, including initial qualification and periodic refresher requirements with expiry tracking.
Documented field time on unit. On-the-job training sign-offs and time-in-position requirements verified by supervisor.
Unit-specific process knowledge assessments, equipment checkout sign-offs, and demonstrated competency verification.
Safety certifications, procedural compliance items, and administrative sign-offs required by OSHA standards and site policy.
All level-applicable requirements across all four categories are current. No missing, expired, or at-risk items present.
All requirements are present and current, but one or more expire within 90 days. Renewal action required before expiry.
One or more requirements are missing or expired. Not qualified regardless of completion percentage because all requirements must be current.
Coverage spans crude processing through treating and utilities: the full breadth of a complex refinery operation.
Every qualification requirement is grounded in or cross-referenced to recognized standards. This is not a generic training checklist; it is a PSM-aligned documentation framework.
The platform addresses the operator competency requirement embedded in OSHA 1910.119, specifically the Training element (§1910.119(g)) and Employee Participation requirement (§1910.119(c)). Requirements are also informed by API standards governing process hazards: HTHA, REAC circuit corrosion, fired heater operations, and reactive chemistry.
Documents initial and refresher training completion per unit and operator level. Tracks frequency and expiry against defined intervals.
Links qualification requirements to unit-specific operating procedures and supports procedure review sign-off tracking.
Technical qualification requirements capture equipment-specific competency verification for MI program documentation.
VERIFY flags identify qualification items requiring SME confirmation when process changes occur.
MQO Checker and Unit Roster tools provide shift-level visibility into qualified staffing thresholds.
VERIFY Dashboard, Gap Analysis, and employee profiles provide the documentation trail required during a PSM compliance audit.
We build in the open. Here is what is already shipped and what is coming next, so you can plan accordingly and influence what gets prioritized.
Full qualification requirements for every major refinery process unit, organized by operator level and category.
Roster management, per-unit tracking, cert expiry monitoring, and single-point-of-failure identification.
Visual swimlane showing cumulative requirements from Operator I through Senior.
Maps qualification overlap when moving operators between units.
Instant check of whether a unit meets minimum staffing requirements by level before shift handover.
Site-wide coverage view: all units by all operator levels in a single grid.
Supervisors review, attest, and sign off on operator competency records.
One-click PDF/CSV export of operator qualification status by unit.
Automatically flags affected operators for requalification when a procedure or process change is logged.
Role-based access for Admin, HSE, Supervisor, and Operator with site-level data isolation.
Override generic defaults with site-specific requirements.
API connections to LMS and HR systems such as Cornerstone, SuccessFactors, and Workday.
Control room and field-accessible mobile view for shift teams.
Pricing is site-based and aligned with refinery budgets. No per-user fees, no seat counting. One annual rate per facility, with volume discounts for multi-site operators.
A single site, fully onboarded. Designed to prove value before a broader commitment. Preferred pricing in exchange for a reference and case study.
Expanding from a successful pilot. Standard annual rate per site, with volume pricing as your fleet grows.
For companies operating large refinery networks. Custom contract structure, fleet analytics, and priority access to roadmap features.
No lengthy procurement cycles or implementation projects. The pilot is designed to be running on real data within two to three weeks of a go-ahead.
We understand your current qualification tracking state, unit coverage, and operator roster size.
We configure qualification standards to reflect your site's units, operator levels, and site-specific requirements.
We load your operator roster and existing qualification records into the platform.
Your team has access. Gap analysis is immediate. Audit-ready documentation is available from day one.
We're currently running a small number of pilot sites at preferred pricing in exchange for feedback and a reference. If your site runs any PSM-covered process units, you qualify.