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STO terms explained

Shutdown vs Turnaround vs Outage: What Is the Difference?

Short answer

A shutdown is any deliberate stop of a plant or unit. A turnaround is usually the large, planned, periodic form of shutdown. An outage is any period out of service and can be planned or unplanned, so check the word in front of it. An overhaul is major repair or inspection work, often done during a planned outage.

In this guide, STO means shutdown, turnaround and outage.

How MaintWiz helps: Whatever your plant calls the stop, the planning problems are the same. The MaintWiz shutdown module moves the plan from spreadsheets into one system with a critical path, readiness gates, permits and spares status. See the module · Get the 40-step checklist

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What MaintWiz adds:Critical path and floatReadiness gatesPermits and isolationsSpares status with SAP

STO

What does STO stand for?

STO is shorthand for shutdown, turnaround and outage: the planned and unplanned stops of a plant or unit. This guide uses it as a collective term. Public sources use the full words, so each definition below names its source.

The work done during these stops is shutdown maintenance. The three words describe the stop itself, and they are used differently by industry.

Shutdown

Any deliberate stop of a plant or unit. EIA also describes planned, targeted shutdowns of smaller scope than a turnaround. 1

Turnaround

A planned, periodic shutdown of one or more processing units for maintenance, inspection and repair. 1,2

Outage

A period when a unit is out of service. It can be planned (scheduled well in advance) or unplanned (forced). 3,2

Compare

Shutdown vs turnaround vs outage vs overhaul: side by side

A turnaround is usually the large, planned, periodic form of shutdown. An outage can be planned or unplanned. An overhaul is a type of work, not a type of stop.

Planned

  • ShutdownA deliberate stop, from one unit to a whole plantEIA
  • TurnaroundThe large, periodic, planned form of shutdownEIA, AFPM
  • Planned outageScheduled well ahead; work scope set beforehandNERC
  • Refueling outagePlanned stop of a nuclear reactor to refuelEIA

In between

  • Maintenance outageCan wait past the next weekend, not past the next planned outageNERC

Unplanned

  • Forced outageNot scheduled; graded immediate, delayed or postponedNERC
  • Emergency shutdownBrought down immediately, without warningEIA

The same terms in detail

Shutdown, turnaround, outage and overhaul compared
TermPlanned?ScaleTiming and length (published examples)Source
ShutdownPlannedAny: from a targeted stop of one unit to a whole plantNo single figure applies; it depends on scopeEIA
TurnaroundPlanned, periodicLarge: one or more units, or the whole plantUS refining: routine turnarounds on key units every 3 to 5 years; a unit offline several weeks to several months; 1 to 2 years of advance planningEIA, AFPM
OverhaulUsually plannedA major repair or inspection job, not a type of stopPower generation: turbine and boiler overhauls or inspections are given as typical planned outagesNERC GADS
Planned outagePlannedUnit or plantReporting rules: scheduled well in advance, of predetermined duration, can last several weeks, once or twice a year (a definition, not frequency data)NERC GADS
Maintenance outageDeferrableUnitCan be deferred beyond the end of the next weekend; usually much shorter than a planned outageNERC GADS
Forced (unplanned) outageUnplannedUnitGraded U1 immediate, U2 delayed (within six hours) or U3 postponed (before the end of the next weekend)NERC GADS
Emergency shutdownUnplannedUnit or whole refineryBrought down immediately, without warningEIA
Nuclear refueling outagePlannedReactorRefuel after about 18 or 24 months; outage recently averaged 34 to 38 days and can be as short as 10 daysEIA

Software

Does the word change how the work is managed?

No, the word does not change how the work is managed. Whatever the stop is called, a planned one still needs a scope, a schedule, permits, spares and a close-out.

About MaintWiz. MaintWiz is an industrial AI platform with IoT, SAP integration and predictive maintenance (PdM) capabilities. Its shutdown and turnaround module helps plants plan, schedule, execute and close out shutdown work.

Also: product data sheet.

What the shutdown module covers

As described on the MaintWiz shutdown maintenance product page.

  • Shutdown calendar and critical-path scheduling, with work order sequencing and dependencies
  • Asset prioritization, so the most critical equipment is scoped first
  • Resource planning for people, spares, heavy equipment such as cranes, and outsourced vendors
  • Electronic permits to work, risk management and contingency plans
  • Real-time progress monitoring: schedule adherence, cost variance, quality metrics and risk factors
  • Step-by-step checklists, pre-restart testing protocols and post-shutdown analysis

By industry

Which word does each industry use?

The word for a stop follows the sector. Refining says turnaround, power generation says planned and forced outage, nuclear says refueling outage, and steel says reline. For other sectors there is no published source on word usage, so state the scale and duration instead of relying on the word.

For T&I in Gulf refining and a gated planning model, see T&I turnaround and inspection planning. Nuclear refueling outages are covered in nuclear refueling outage planning. Water and wastewater plants use the word outage for taking a unit offline; see water and wastewater plant outages.

Some refiners use T&I, short for turnaround and inspection. One article on a Saudi Arabian refinery calls its stop a “major turnaround and inspection (T&I)” and says the plants are on a five-year T&I cycle. 8

Refining

The word is turnaround. EIA and AFPM both use it for the planned, periodic stop of processing units. 1,2

Power generation

The words are planned outage, forced outage and overhaul. NERC reporting rules define them. 3

Nuclear power

The word is refueling outage, scheduled about every 18 or 24 months. 4

Iron and steel

The word is reline for a blast furnace. One German furnace reline in 2008 was reported at a record 70 days of downtime. 7

Process industries (UK HSE)

HSE isolation guidance refers to "plant maintenance shutdowns or turnarounds" in the same sentence. 6

Sector guides: manufacturing · cement · power generation · refinery · chemical.

Outage classes

What is the difference between a planned and a forced outage?

A planned outage is scheduled well in advance with its work scope set beforehand. A forced outage is not scheduled and is graded by how fast the unit must come off.

For the cost of each kind of stop, see planned vs unplanned shutdown cost.

  1. PO

    Planned outage

    Scheduled well in advance and of predetermined duration. The individual tasks are set in advance as the "original scope of work". Typical examples are turbine and boiler overhauls, inspections and testing. 3

    Scheduled
  2. MO

    Maintenance outage

    Can be deferred beyond the end of the next weekend, but the unit must come off before the next planned outage. It can occur any time of year and is usually much shorter than a planned outage. 3

    Deferrable
  3. U3

    Forced outage, postponed

    Can be postponed beyond six hours, but the unit must come off before the end of the next weekend. 3

    Unplanned
  4. U2

    Forced outage, delayed

    Does not need immediate removal, but the unit must come off within six hours. 3

    Unplanned
  5. U1

    Forced outage, immediate

    Needs immediate removal from service, typically after an automatic trip or an operator-initiated trip in response to alarms. 3

    Unplanned
This is a reporting standard for generating units, not a universal definition of outage. Other industries do not use these codes.

NERC also treats discovered work as outside the original scope: in-scope inspection overrun is a planned extension, while repairs to damage found are forced outage time. 3

Stop vs work

Is a turnaround the same as an overhaul?

No, a turnaround is not the same as an overhaul. Shutdown, turnaround and outage describe the stop. Overhaul, inspection, repair and replacement describe the work done during it.

Planned and forced outage coding for nuclear plants is in nuclear refueling outage planning. SAP ECC to S/4HANA and your shutdown history: SAP S4HANA maintenance data migration.

The stop compared with the work done in it
The stop (event)The work (activity)
Shutdown, turnaround, outage, reline, refueling outageOverhaul, inspection, repair, replacement, modification, cleaning, testing
Answers: when is the plant or unit out of service, and for how long?Answers: what is done while it is out of service?
Planned or unplanned; small or largeScoped, scheduled and resourced before a planned stop

EIA describes a turnaround as a shutdown to perform maintenance, inspection and repair, and to replace worn or broken process materials and equipment. NERC lists turbine and boiler overhauls among typical planned outages. 1,3 See the full guide to shutdown maintenance for what goes into the work scope.

Look-alikes

Words that sound alike but mean something else

Hot and cold shutdown (nuclear)

In nuclear regulation, cold shutdown describes a reactor coolant system at atmospheric pressure and below 200 degrees Fahrenheit after a cooldown. It is a reactor state, not a maintenance event. 5

For sourced definitions of 49 related terms, see the shutdown turnaround glossary. T&I is covered in T&I turnaround and inspection planning.

Outage as a power cut

In electricity supply, "outage" can also mean customers losing power. This guide covers stops of a plant or unit, not interruptions to supply.

Annual shutdown

An annual shutdown is any shutdown scheduled once a year. It is not automatically a turnaround: a turnaround is the large, periodic form. No public benchmark applies across industries.

Which word

Which word should you use?

Use whichever word your audience uses, as long as you also state planned or unplanned, scale and duration.

  1. 1

    Say planned or unplanned

    Write "planned outage" or "forced outage", not just "outage". Write "emergency shutdown" for an immediate stop.

  2. 2

    Say the scale

    Name the units or the whole plant. "Turnaround" implies the large, periodic form; "targeted shutdown" implies smaller scope.

  3. 3

    Give the dates and length

    State the start date and planned duration. A date and a duration remove most of the confusion that the word leaves.

  4. 4

    Use your audience's word, and define it once

    Use the term your site, contractors and regulator use. Expand STO once if you use it as a collective term.

Next: Types of plant shutdowns · How to plan a shutdown · 40-step shutdown checklist.

Visuals

Save the comparison charts

Two charts from this guide, ready to save and share. Click one to open it full size.

FAQ

Frequently asked questions

What does STO stand for?

In this guide STO means shutdown, turnaround and outage: shorthand for the planned and unplanned stops of a plant or unit. Public sources use the full words, so check which term a source defines before quoting it. 1,3

Is a shutdown the same as a turnaround?

No. A turnaround is usually the large, planned, periodic form of shutdown. EIA defines a refinery turnaround as a planned, periodic shutdown of one or more processing units for maintenance, inspection and repair, and describes planned, targeted shutdowns of smaller scope. 1

Is an outage the same as a turnaround?

No. An outage is any period out of service and can be planned or unplanned. AFPM says the key distinction is that turnarounds are planned, while unplanned outages are typically shorter. 2

What is the difference between a planned and a forced outage?

In NERC reporting rules a planned outage is scheduled well in advance with its work scope set beforehand. A forced outage is not scheduled and is graded U1 (immediate), U2 (within six hours) or U3 (before the end of the next weekend). 3

Is an overhaul the same as a shutdown?

No. An overhaul is major repair or inspection work. A shutdown or outage is the stop during which it is done. NERC lists turbine and boiler overhauls among typical planned outages. 3

How long does each take?

A refinery unit can be offline for several weeks to several months and that US reactors recently averaged 34 to 38 days for a refueling outage. A German blast furnace reline was reported at 70 days in 2008. No single figure applies to every industry. 1,4,7

Is an annual shutdown a turnaround?

Not necessarily. An annual shutdown is any shutdown scheduled once a year. A turnaround is the large, periodic form, which in US refining is planned about every 3 to 5 years for key units. 1

What are hot shutdown and cold shutdown?

These are reactor states in nuclear regulation, not maintenance events. The NRC glossary describes cold shutdown as a reactor coolant system at atmospheric pressure and below 200 degrees Fahrenheit following a cooldown. 5

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