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North Point Engineering and Consulting
  • Home
  • Services
    • Engineering
    • Consulting
    • Project Management
    • Pipeline Integrity
    • Education Services
  • About Us
  • Contact Us
  • Isolation Course

Engineering Judgement in Isolation Planning

Live virtual applied training for engineers and technical reviewers



COURSE DATES

November 30 & December 7, 2026

8:30 a.m.–12:00 p.m. MST

Two live camera-on sessions via Zoom · Maximum 12 participants



December 14, 2026

9:30 a.m.-10:30 a.m. MST

Optional Isolation Review Clinic - time for open discussion on course material and follow-up questions



$1,195 CAD + applicable taxes

Includes course materials, virtual instruction, and an optional Isolation Review Clinic.

Register for the Course

Build a defensible isolation review

A technically plausible isolation plan is only the start. Engineers and technical reviewers must judge whether the evidence, boundaries and execution arrangements support the decision before people are exposed.


This applied course develops a repeatable review approach: challenge assumptions, identify missing evidence and document the basis for proceeding, returning, declining or escalating a submission.


Designed for engineers, technical reviewers and engineering leaders involved in alternative isolation reviews, certification and operational decision-making.

Six modules. A repeatable review approach.

01 — The Engineer’s Role in Isolation Reviews

02 — The 5 Critical Challenges Before First Break

02 — The 5 Critical Challenges Before First Break

Define the engineer’s role, governing requirements and review boundaries. Work through alternative isolations, isolation types, hazardous energy paths, the certification window and the meaning of a signature.

02 — The 5 Critical Challenges Before First Break

02 — The 5 Critical Challenges Before First Break

02 — The 5 Critical Challenges Before First Break

Challenge justification, zero-energy verification, scope of work, monitoring effectiveness and contingency feasibility before exposure occurs.

03 — Valve Types and Isolation Integrity

02 — The 5 Critical Challenges Before First Break

04 — Documenting the Review and Issuing the Certification

Connect valve mechanics to isolation integrity: floating and trunnion ball valves, gate valve sealing behaviour, other valve types, unique isolation arrangements, and proving limitations.

04 — Documenting the Review and Issuing the Certification

04 — Documenting the Review and Issuing the Certification

04 — Documenting the Review and Issuing the Certification

Assess information and decision quality. Identify missing process and hazard evidence, define a complete submission and document the rationale, conditions and limitations of the review.

05 — Human Factors and Real-World Execution

04 — Documenting the Review and Issuing the Certification

05 — Human Factors and Real-World Execution

Examine why plans fail in practice. Test administrative controls, human factors, monitoring and response arrangements against the people, equipment and conditions that will actually be present.

06 — Course Conclusion & Integration

04 — Documenting the Review and Issuing the Certification

05 — Human Factors and Real-World Execution

Bring the review model together through case discussion, common failure traps and an integration exercise. Practice explaining a defensible decision and the evidence that supports it.

Two live sessions. Practical application. Follow-up support.

1 — Two Live Virtual Sessions

1 — Two Live Virtual Sessions

1 — Two Live Virtual Sessions

November 30 & December 7, 2026, 8:30 a.m.–12:00 p.m. MST. Live via Zoom with camera-on discussions and facilitated case exercises, and a maximum of 12 participants so every reviewer can contribute.

2 — Applied Case Review

1 — Two Live Virtual Sessions

1 — Two Live Virtual Sessions

The second live session includes the main applied case exercise. Work through the evidence, execution assumptions and review documentation, then compare the judgement behind the decisions. After the course, you may optionally apply the framework to a case from your own practice.

3 — Follow-up Support

1 — Two Live Virtual Sessions

Digital Workbook & Review Tools

Submit follow-up questions for 30 days after the course. The optional virtual Isolation Review Clinic takes place on December 14, 2026, 9:30–10:30 a.m. MST, to address common questions and reinforce application of the review methodology.

Digital Workbook & Review Tools

Digital Workbook & Review Tools

Digital Workbook & Review Tools

Use a participant workbook, reusable review tools, a standardized case package and review templates to carry the learning into your next submission.

Materials & References

Digital Workbook & Review Tools

Attendance & Development Record

Keep post-course access to the course materials and references, along with the repeatable review model developed during the two live sessions.

Attendance & Development Record

Digital Workbook & Review Tools

Attendance & Development Record

Receive a certificate of attendance and a professional development record. Note that the programme develops applied review judgement; it does not confer authority to approve a specific isolation.

Meet your instructor

Erin Schuler, P.L.(Eng.), MBA, PMP

Principal Engineer · North Point Engineering and Consulting Inc.


Erin brings engineering, operations and process-safety experience to isolation reviews and operational decision-making. North Point supports upstream and midstream work in Alberta, connecting technical review with the realities of field execution.


The course draws on that practical perspective: evaluate the evidence, test the execution assumptions and explain the judgement behind the decision.


Questions about fit, corporate invoicing or a private team course?

eschuler@npeng.ca · (403) 988-0515

Inquire about the course

Register for the Course

$1,195 CAD + applicable taxes per participant

November 30 & December 7, 2026

8:30 a.m.–12:00 p.m. MST · Live via Zoom · Maximum 12 participants


Two complete live sessions, applied case discussion, digital course materials and reusable review tools, plus 30 days of follow-up question access.


Optional Isolation Review Clinic

December 14, 2026 · 9:30–10:30 a.m. MST


Complete one registration form per attendee, then pay securely through Square. North Point will confirm your place after matching your registration and payment.


Need a corporate invoice, purchase-order arrangement or registration for multiple attendees?

Contact eschuler@npeng.ca or (403) 988-0515.


Interested in a later cohort or private team training? Contact North Point to discuss options.

Register for the Course

Course questions

Questions about course fit, corporate invoicing or future cohorts? Contact eschuler@npeng.ca.


Training does not approve or certify a specific isolation and does not replace applicable legislation, employer standards or the responsible professional engineer.

The two live virtual sessions take place via Zoom on November 30 and December 7, 2026, from 8:30 a.m. to 12:00 p.m. MST each day. Sessions are camera-on and discussion-based, with a maximum of 12 participants. The complete formal course is delivered within these two sessions.


Participants may submit follow-up questions for 30 days after the course. The optional virtual Isolation Review Clinic takes place on December 14, 2026, from 9:30 to 10:30 a.m. MST, to address common questions and reinforce application of the methodology. Participants may also apply the framework to a case from their own practice and bring questions to the clinic.


No. This course develops applied engineering judgement and provides a certificate of attendance and professional-development record. It does not approve or certify a specific isolation, expand a participant’s professional authority, or replace applicable legislation, employer standards or the responsible professional engineer.


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