Recording operational and maturation losses in a Disgorge Task

Standard Operating Procedure for Recording operational and maturation losses in a Disgorge Task

Objective

This SOP outlines the steps to perform a disgorge task, including handling operational and maturation losses effectively.

Key Steps

Step 1 – Prepare for Disgorge Task (0:00)

• Identify the casks to be disgorged.
• Ensure each cask has liquid and appears on the picking list.

Step 2 – Create the Disgorge Task (0:17)

• Create a new disgorge task for the selected casks.
• Tick “billable” if required.

Step 3 – Select Destination for Liquid (0:29)

• Select the destination vessel (e.g., IBC 10).
• Confirm creation of the task.

Step 4 – Mark Casks as Collected (0:40)

• Mark the casks as collected in the system.
• Scan the tank to confirm collection.

Step 5 – Record Liquid Drawdown (0:51)

• If applicable, tick “leave remnant.”
• Adjust drawn-down or remaining volumes as necessary.

Step 6 – Calculate Total Volume (1:15)

• Verify that total drawn volume is accurate (e.g., 750 L).
• Proceed with drawdown.

Step 7 – Re-gauge the IBC (1:30)

• Re-gauge the IBC using the selected method.
• Record the new volume and temperature.

Step 8 – Save Adjustments (1:50)

• Save the adjusted liquid volumes.
• Review operational and maturation losses.

Step 9 – Document Losses (2:09)

• Document losses (e.g., spillage).
• Redistribute losses proportionally across casks.

Step 10 – Complete the Task (2:32)

• Save and complete the disgorge task in the system.

Step 11 – Review Re-gauge History (2:58)

• Check the re-gauge history to confirm recorded changes.

Step 12 – Generate Activity Reports (3:35)

• Generate and review the disgorge activity report to verify losses.

Step 13 – Generate HMRC Report (4:05)

• Generate the HMRC report for the relevant period (e.g., October).
• Review the report for operational and storage losses.

Step 14 – Download and Analyze Data (4:33)

• Download the CSV report for detailed analysis.
• Use the data to identify loss-related tasks.

Cautionary Notes

• Ensure all measurements are accurate to avoid reporting discrepancies.
• Double-check selected casks before finalising the task.

Tips for Efficiency

• Familiarise yourself with the interface to streamline task creation.
• Maintain a quick-reference checklist for common issues.

View Full Loom Video