HAZOP Facilitation
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Welcome to this Application Explainer video, part of our HAZOP topic range.
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In this video we will cover the subject of HAZOP facilitation within SLM.
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The SLM system can be a stand alone tool for conducting HAZOP studies.
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Users can identify nodes, scenarios and better understand the hazards within their facility.
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The following information will be covered in this training.
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Chapter one will be Hazop overview, Chapter 2 will be Hazop nodes and deviations, Chapter 3 will be HAZOP scenarios, causes, and consequences, Chapter 4 will be Hazop barriers, Chapter 5 will be Hazop recommendations, and chapter 6 will be marking scenarios and parking lot items.
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In Chapter 1, we’ll cover Hazop layout and navigation and no details linking equipment and PN IDs.
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So in the SLM Hazop module, we can navigate to the unit under which we want to create the Hazop.
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We’ve created a new one here called Hazop New.
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We can simply click on the Hazop study.
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Within that, you’re on the actual Hazop study.
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Now we’ve seen from other videos the actual administration of the Hazop, the ability to look at the admin and the sessions, the participants.
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We can also look at the facilitation for that Hazop.
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And here’s where you’re actually going to be conducting the facilitation of the Hazop.
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Now in this, you have the nodes that brought in from the global module.
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On the facilitation tab on the specific node you’re looking for, you’ve got the node details that coming in here.
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You have the ability to link PN IDs that exist at the unit equipment by clicking on this and it becomes a drop down list of the equipment that may already exist from the global module.
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And that is how you manage the node navigating across this HAZOP study down at this table is the deviations and scenarios we can go through and actually facilitate the HAZOP in this table here.
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And the review tab allows you to understand the full scope of the HAZOP and all of those scenarios that are coming in from the different nodes.
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In Chapter 2, we’ll cover navigating to the right node, adding nodes using deviations from global module listings, adding new deviations to the node, and adding multiple scenarios with similar deviations.
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So starting in the global module at the site level, we see there’s a list of standard process deviations that can be pulled in.
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This is a pre populated list of deviations that will automatically pull in one scenario per deviation in your new HAZOP studies that you facilitate.
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And additionally, in the global module underneath the unit, we can create nodes for that unit.
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These nodes will automatically appear in the new HAZOP studies that we start to facilitate.
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So if we navigate to the HAZOP module, we’re going to the unit into this new HAZOP study that we’ve created, we’ll see in the drop down a list of those HAZOP nodes.
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These reflect the same nodes that we just saw in the global module.
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If we go to the facilitation tab, we’ll see that we’re able to work through the facilitation of each of these HAZOP scenarios for each specific node.
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And I can navigate to the different nodes by using this dropdown here.
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And that’s how we can make sure that we’re on the right track.
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Now, if we needed to add a new node to this study that maybe was not in the global module, we have the ability to simply click this add a new node button on the Facilitation tab.
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We have the ability to create a new one.
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From there, we can select next, and we also have the ability to add this node to the actual process unit, so we’ll add it to the global module as well.
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When you create a new node, you also have the ability to add the standard deviations.
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If this is checked, when you create that new node, it will automatically fill in again with one scenario for each of those deviations that were in the global module deviations list.
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You can then put in a node ID, node number, description, design intentions.
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All of these are open text fields and you can save a new node to this study, potentially to the unit as well.
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We also have the ability from the HAZOP nodes category underneath the actual study itself to add additional HAZOP nodes.
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You won’t be able to add as much information as you could from the previous, just a node ID and description and save that.
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You can then go back and add that to global module to make sure all those deviations are applied.
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Now from here on the study object in the Facilitation tab, we have one of those scenarios for each of those deviations.
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Well, I potentially need to add new deviations for this particular HAZOP.
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So I can click the Add deviations to a node that allows me to select A node in here and click next and then I have the ability to look at all the deviations that are here.
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I can simply add a new deviation.
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It allow me to select from the parameters guide words, deviations, causes, likelihood that’s coming in from your organization’s risk matrix.
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So that’s how we can add a new deviation to this node or HAZOP study.
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We also have the ability to add multiple scenarios with the same deviations that potentially have the same causes but different consequences.
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So if we have this particular deviation here, contamination, fuel, gas contaminated with the new cause associated with it.
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If I need another scenario because the consequence may be different, instead of new consequence it may be something new, I can simply select the scenario here and on the single row actions I can click the Add scenario button.
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When I do that, it’s going to create a copy of that scenario with the same parameters, guide, words, deviation and cause.
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So if we take a look at the new scenario we created and you’ll see that now is scenario 2107, as we’ve cloned a previous scenario, all the fields will be identical apart from the consequence, which will be empty and we can enter a value in here.
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Now in Chapter 3, we’ll cover how to create and populate HAZOP scenarios, how to add and manage HAZOP causes and consequences, and things to consider.
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Does the scenario warrant a LOPA?
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So in the HAZOP module, on the HAZOP study object, we’re on the facilitation tab, we can select the node that we want to be working on.
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Again, if it’s not here, we can simply add a new node and go through that process.
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If you’re using the standard deviation list that’s coming out of the global module that’s pre populated when you create the Hazop study, the table here with the deviations and scenarios will automatically populate with one scenario for each deviation that you have.
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As we look at this particular table, this is where we’re going to actually facilitate and fill in the HAZOP study.
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If we need to create a new deviation, we can simply add a deviation to the node.
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It will allow us to select which node we want to add that deviation to.
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We can go through and we can pick an additional deviation that are again coming out of that pre populated list.
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If we need to add a new one here, we can simply add new and then actually go through and type in and configure what deviation needs to be added.
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So that’s how you add a deviation.
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Once you have those deviations here, they will mark as scenarios so you can scroll through and start filling out the different fields.
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We have our causes, consequences, hazard register, so if you click on the blank field, it will pop up a free type text field.
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So you could type new course in here.
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We can select A cause source from the drop down list.
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We can say equipment error, cause type and these are coming out of the predetermined lists for the cause types.
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It will automatically populate with initiating event frequency.
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This is also an open field that we can change back to whatever value we want to.
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Now we have the cause likelihood value here.
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This would be from your standard risk matrix.
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So as that’s configured from the global module, that will be able to be populated here.
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You can simply select those and save the changes.
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Now this scenario is populated with that particular cause consequence value or we can add the consequences here as well by simply clicking on this and adding a new consequence.
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From there we can select for this consequence.
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What is the hazard register again for your specific risk matrix.
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So depending on the different classifications you have safety, environmental, commercial, reputational, this is pre configured in the global module.
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We can select for safety, it’s a 2, etcetera.
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When that is complete, then the SLM system is going to automatically fill in with the colour coordination and start to populate that target, mitigating event likelihood based on that cause likelihood and hazard register pairing that allows you to start to get the calculations ready for what is that risk ranking and how do we move through this scenario For these, SLM allows you to utilise the values that are already complete.
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So A cause object here.
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If I’m looking at this next scenario, I simply have the ability to fill in a new cause with the text field, or I can actually select from the drop down this cause that was already created.
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It will then automatically fill in all of this information for us.
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Same with the consequences.
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I can type in a new consequence here, or I can select from the consequence drop down and have that populate, or I can hit new consequence 2.
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From there, I can then work through the hazard register.
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Once I hit the save again, it will populate the risk rankings.
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So that’s how you start to populate these HAZOP scenarios with the cause and consequences and how you can reuse the causes and consequences.
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In Chapter 4, we’ll cover managing HAZOP barrier lists and adding new barriers and things to consider.
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Are you using the Instrumented Systems module, and can the barriers be linked to connect with thesis data?
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Now, depending on your organization and how far you go with the Hazops, you can start to get into what we call a LOPA and start applying enabling events or barriers or conditional modifiers and actually getting some sort of calculations here.
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Now depending on your organization, your HAZOP may start at just the cause consequence identification where you understand your target mitigating event likelihood so that you can determine which scenarios actually would require a LOPA.
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Now that can be completed within the actual SLM LOPA module, and there are additional functionalities in there that we covered in a different video.
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But here in the HAZOP, if you wanted to identify the barriers that are associated with this particular study and this scenario, you simply scroll over to the enabling events barriers, conditional modifiers where you see the edit button.
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You can simply click on that and from there, if there are barriers already defined at this scope, you can add them here and link them to the scenario.
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If you need to add a new barrier, you can simply click the Add barrier button.
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You can again pull from a list of drop downs if there are barriers at your scope, or you can simply fill in the information around it.
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Detailed description Comments Barrier category Is it instrumented mechanical active relief system?
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We’ll say it’s instrumented sift seal with an assumed PFD of .1.
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Is this applied to the scenario?
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Yes.
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We can also look at the applicability order.
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So if you have multiple barriers, you can look at what order they’re applied in to understand a barrier diagram or some sort of bow tie for that.
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Once we have those barriers, we can simply hit save changes.
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That barrier is now going to be applied here, and as we exit, you’ll see it populates in with the barriers here and that PFD will actually be taken into consideration as you scroll over and look at the calculations.
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Now, this is the same process for something like enabling events or a conditional modifier.
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You can simply add them or again you can copy from the global enabling events that may exist at a higher level or you can add new ones as well.
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Same thing with conditional modifiers, you just hit that edit button and you can pull from ones that already exist.
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Again, if they already exist, you can simply click them and then from the custom actions you can hit Copy global modifier.
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That will then pull it up into this piece.
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Here they’re automatically applied.
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If we want to unapply them, we can simply click on that and hit save.
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Now once we hit save, if we exit out of this, you’ll see these conditional modifiers are applied for this scenario.
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Now, in a future video, what we’ll show is how you associate barriers with the other modules and the other objects.
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Like in the Instrumented Systems module, if we have a SIF listed, how do we link this barrier so that we can connect all of that data between the modules themselves?
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If we want to look at a barrier list for this particular study, we can simply scroll up to the top and select the barrier list.
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It will show us that there.
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If we want to look at a list of conditional modifiers, we can click there and see all of those.
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A list of enabling events.
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All of that is up here at the top if you want to look at that for the whole study itself.
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In Chapter 5, we’ll cover managing recommendation lists, adding new recommendations, and creating action items off of recommendations and things to consider.
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Are there reused recommendations that can be managed and applied to new scenarios?
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So again, on the HAZOP study object, as we look at these scenarios here, if we scroll across to the right hand side and after the initial calculation based on the barriers that may apply, we have a recommendations field.
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Now we can edit the recommendations, we can add them again.
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If there are recommendations that have already been completed in the HAZOP study in other places, we can simply relink it or we could add a new HAZOP recommendation.
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So we’ll do recommend O1 whatever that recommendation is, add alarm.
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Is it a HAZOP recommendation?
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Choose the category, add an alarm with operator response.
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Is it applied?
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What is the application?
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Is it safety, environmental, HSE, any comments, any responsibilities, due dates, related action items?
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And as we save this, it’s going to exist within the HAZOP scenario.
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You can see it populated here, It’s applied, and it’s actually going to rerun the calculation with that recommendation applied so we can see the effects of that recommendation on the scenario itself.
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Now, if we wanted to create any action items off of this recommendation and assign them to an individual person on the managed recommendations for that scenario, this button here is for adding an action item based on that recommendation.
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So a Hasop action item is added successfully.
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It’s simply sent over to the Action Item Tracker module, and you can see that related action item is now linked here.
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If we click on that, it will take us to the Action Item Tracker module where we’re on this Hasop action item.
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We can say it’s high priority.
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We can assign it to a specific person.
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This is going to automatically put in the list of personnel from that facility.
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What is that requested action?
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When do we want it closed out by it?
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Who created it?
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What’s its status?
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Open In progress closed?
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What’s the date closed?
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Comments and again, the link back to the actual Hazop recommendation where there’s a blue underlined bold that is a hyperlink.
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So we can click on that and it will actually take us back to the Hazop module, to the Hazop recommendation view.
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So that’s how you’d create an action item based on these recommendations.
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They will automatically get populated over in the Action Item Tracker module.
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And once the information is populated, you can also see that from here.
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Again, what is that related action item?
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What needs to be done?
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What is the applicability, all of that information.
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So that is how you would manage recommendations.
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Again, if you’re reusing a recommendation on a different scenario, let’s say we’re going to add 1 to this next scenario.
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Again, that recommendation we already created is here.
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So if we’re reusing the same recommendations, instead of always creating new ones, we can simply click this and link the hazard recommendation to that scenario.
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It will then automatically populate and fill in for both of these as you’ve added it.
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So if you’re reusing, you could standardise a lot of those recommendations in this way.
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In Chapter 6, we’ll cover how to mark scenarios for review and managing parking lot items.
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So within the HAZOP module, on your HAZOP study, if we navigate to the Facilitation tab, we can see the node that we’re working on and all of the scenarios that we’ve come across.
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There’s a column on each scenario that is Mark Scenario column.
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It’s simply a check box for yes or no.
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You can simply just change the value from a no to a yes by checking on it.
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Hit Save Changes that will automatically mark the scenarios for you to be able to come back and review.
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If you want to find within this table all of the marked scenarios, you can simply click on Mark Scenario to sort by ascending or descending.
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So all of the no’s or all of the s s.
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You’d also have the ability to filter the table for specifically show me just the s s, show me just the no’s.
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So that’s how we mark a scenario for a Hazop facilitation.
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We can also come up to the top of the facilitation tab and we can see one of these buttons is a Mark Scenarios button.
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If we click on that, it will pull up a pop up menu with only the scenarios that are marked and it will show you which node they’re in.
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You have the ability to move back and forward between those nodes and look at these specific scenarios.
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If you need to change any facilitation parameters, add any action items, change your recommendation, you have the ability to do that from within this pop up window with these scenarios that are specifically marked.
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Now for parking lot items, if there’s an item you want to come back to, you can simply click on the parking lot items button that allows you to pull up a pop up window that allows you to add a parking lot item.
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You can fill in a description, a comment, closeout comments, and then from here you’re able to capture which scenario that is associated with from the linkage.
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It’s putting in the HAZOP scenario ID, which is the first column on the scenarios tab.
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So that’s how you’ll be able to review the parking lot items and manage those marked scenarios for review.
