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HAZOP-Pro

Hazard and Operability Productivity Tool

Tutorial

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Familiarizing HAZOP-Pro Screen

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Familiarizing with HAZOP-Pro Tool Bar

Create New Study

Open an existing Study

Save Hazop Study information

Revalidate an existing Hazop Study

Print Hazop study Reports

Cut cell text

Copy a cell text

Paste the copied text in to the cell

Add row to Nodes/Deviations/Worksheet grid or add new Team member/Drawing/Session information

Edit cell text of Nodes/Deviations/Worksheet grid or edit Team member/Drawing/Session information

Delete the row from Nodes/Deviations/Worksheet grid or delete Team member/Drawing/Session information

Copy Deviation/Causes/Consequences/Safeguards/Recommendations form library

Add data to Deviations library

Add data to Causes Library

Show Risk Matrix used in the Study

Deviations/Causes remaining that can be consider for the combination of Node type and Deviation

Show/Hide drawings pane

Close the Hazop Study

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Familiarizing with HAZOP-Pro Menu Bar

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Familiarizing with HAZOP-Pro Menu Bar

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Tutorial for using HAZOP-Pro

Click on Start button of Windows.

Select Programs menu and Click on HAZOP-Pro program group.

Click on HAZOP-Pro.

Starting HAZOP-Pro

HAZOP-Pro will be invoked and User Authentication Screen will be displayed.

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If the password is valid, user is given access to HAZOP-Pro software and Documents Recommended/Considered screen will appear.

(If the password is not valid, user is prompted to enter the valid password again. This process is repeated for three times and then exits from the software.)

User is prompted to enter HAZOP-Pro software password. (By default HAZOP-Pro software comes with a password

HAZOP, user can change this password by using Password Settings utility that comes with the HAZOP-Pro)

Enter valid HAZOP-Pro software password. Click Ok button to proceed.

Enter HAZOP-Pro software password here

*****

User Authentication

Click on Cancel button to abandon Hazop study.

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Click OK button to proceed. Disclaimer Statement screen will appear.

Documents Recommended For Conducting HAZOP Study

To view the documents that are recommended for conducting HAZOP Study, Click on the Documents Recommended tab as shown in the figure on the left hand side.

To Enter and Save the list of documents considered while conducting HAZOP Study, Click on the Documents Considered tab as shown in the figure on the right hand side.

Click Add button to add information about new documen or Click Edit button to edit the document information,or Click Remove button to delete the document information from the list

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Disclaimer Statement Screen

User can either create new Hazop study or open an existing study by clicking on the relevant buttons on the Toolbar. Option for opening an existing study for revalidation is also available on this screen.

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Recommended steps to Conduct HAZOP study using HAZOP-Pro

Step1: Administration Details Enter the General information regarding the company for which HAZOP Study is being carried out. Enter Company name, Address, Pin code, Phone Number, Fax Number, Email id, Plant and Study Start Date (by default it is current date) and Comments (Please do not enter Study End Date. While creating a new study, user can not enter information about Revalidation History. This information should be filled when an existing study is opened for Revalidation.) To edit Administration information entered earlier Click on General tab.

To enter Start date/End date Click on respective drop down calendar

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Click on button on toolbar to enter details of team members. Following New Team Member screen having General, Contact, Cost and Comments tabs will appear.

Once you are finished entering the General information, Click on Team Members tab under the Administration tab. The following screen will appear.

Entering Team Members Information

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Step1: Click on General tab to enter general information of a team member, such as First Name, Last Name, Title, Company, Department and Expertise.

Step2: Click on Contact tab to enter contact information of Team member, such as Phone Number, Extension, Fax, E-Mail address and Web page.

Team Members Details

(General, Contact)

Note: User can Click Ok button of New Team Member screen to skip filling further information about a team member and return to Administration screen.

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Step4. Click on Comments tab and enter comments about Team member.

Step3. Click on Cost tab. Select Currency from drop down list.select any one of the options from Hourly / Per Session / Flat and enter Rate in appropriate box.

Click to select the currency

Click to select appropriate rate category

Click on Add Another Team Member (Check mark will appear) and Ok button to add details of more Team Members. Once finished entering the details of all the Team Members, Click on Add Another Team Member (Check mark will disappear) and Ok to return to Administration screen.

Team Members Details

(Cost, Comments)

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Click Add button on toolbar.

Following New Session screen will appear.

Enter Session details and Comments, if any, of the session being conducted.

Click on the Sessions tab under the Administration tab. The following screen will appear.

Entering Sessions Information held during the Study

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Click on Comments tab and enter comments about Session.

Click on General tab to enter general information about Session such as Date, Duration, description of the session, Leader, Scribe.

To enter session date Click on drop down calendar

Click to select the Leader of session

Click to select the Scribe of session

Session Details (General, Comments)

Once finished entering the details of all the Sessions, Click Ok to return to Administration screen

Note: User can Click Ok button of New Session screen to skip filling further information about a session and return to Administration screen.

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Double Click on the cell (or press Enter button of keyboard) under respective session number to enter attendance for each team member.(Double clicking again on the cell reverses the status from blank to P or P to Ab or Ab to blank.

(Note: P- Present and Ab- Absent)

Cell where user can mark attendance of a team member by Double Clicking on it

First Name and Last Name of the team members get automatically added to attendance list when user adds team members for the study. Also Session numbers get added automatically when sessions are added to the study. User has to enter attendance status of team member as described below.

First Name of team member

Last Name of team member Session Numbers

Attendance List

Click on Attendance tab under the Administration tab. Following screen will appear.

Entering Attendance of Team Members included in the Study

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Click on Drawings tab under the Administration tab. Following screen will appear.

Enter Drawings that you will use during the HAZOP study along with other details such as Drawing Id, Filename and path of the drawing file and Comments, if any. (If drawing is large, you can scan it by dividing into smaller size i.e. A4 sheets).

Adding Drawings/Marking Nodes on drawings

Click Add button on toolbar the following New Drawing screen will appear.

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Steps for Marking Node(s) on Drawing(s)

Click here to select name and path of the drawing file.

1. Enter Drawing ID to differentiate the drawing from other drawings.

2. Click on the Locate button to select the drawing (in bmp/jpg/gif format) from appropriate directory. The path of the selected file will appear in the file name box.

3. Enter comments, if any.

Marking Nodes on DrawingsHAZOP-Pro provides a unique facility to mark the nodes on the Drawing while conducting Hazop session.Click on the Drawing from the list. The corresponding drawing will be displayed in the drawings window. Click on Mark Node Button and then mark the node on the Drawing by clicking on the drawing and dragging the mouse by keeping left button pressed. A Rectangle will appear indicating the marked node. Click on Save Node button and specify the name for the marked Node and Click Ok button. The name will appear on the Nodes tab and on the marked area on the drawing.

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Step2: Nodes Details

Click on Nodes Tab. The following screen will appear.

For each Node enter the Node name along with following details

Enter the type of the node in the cell under Type column or select from the drop down list*.

Enter Design Conditions/Parameters of the node or select from the drop down list*.

Enter Equipment id and Location of the node.

To add the node not included earlier or edit the existing nodes information Click on Add button or Edit button on the HAZOP-Pro toolbar.

* Double Click or press enter key on the respective cell to make drop down list visible.

Enter DrawingId of the drawing used for node. The drawing with the selected Drawing ID (entered on Drawings tab) will be automatically assigned and linked to the corresponding Node.*

Enter Comments for the particular node, if any.

Enter Session number and date during which the node was studied from the drop down list*

To View Node on a Drawing pane, Double Click on the Node name under Nodes column. Corresponding drawing will appear on Drawings pane on left hand side of the screen. You can shift right hand side border to right or left increase or decrease the drawing viewing area.

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Step3: Deviations Details Click on Deviations Tab. The following screen will appear

To enter Deviations for a node :

Type Parameter such as temperature, pressure etc. that you wish to consider, or select from the drop down list*.

Type Guideword such as low, high, no etc. that you wish to consider, or select from the drop down list*.

Once you enter both Parameter and Guideword Deviation (as a combination of parameter and guideword) will appear automatically under the Deviations column. You can also enter deviation by copying from library.

Enter Comments if any. Select Session details (session number and date) from drop down list* during which the deviation was considered.

Rev# i.e. revision number and Revision Date is to be entered only if a deviation is being revised.

* Double Click or press enter key on the respective cell to make drop down list visible.

To select another Node for entering Deviations information Click the Nodes combo and select the desired item.

Enter Design Intent of the node under study.

To add or edit Deviations information Click on Add button or Edit button on HAZOP-Pro toolbar

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To copy Parameter, Guideword and Deviations from Library, Click on Copy from Library button on toolbar,

following Copy Deviation from Library screen will appear.

Select the appropriate Deviation and Click on Copy button. Deviation, Parameter and Guideword information will

be automatically placed in respective cells. If a deviation is not available in the library then Deviation, Guideword

and Parameter information should be typed in cells under respective columns.

The Deviations which are present in the HAZOP-Pro knowledge base but already considered will appear checked

in red color, to indicate that these deviations are considered.

Click to select the type of Node

Select the Deviation(s) from the list by Clicking on the desired item in the list

Copy Deviations from library

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Deviations remainingHazop-Pro provides a knowledge base utility to guide a user about the deviations to be considered for a particular node type. It keeps track of which of these applicable deviations have not been considered in the study. And makes such list available so as to ensure that deviations are not missed from the study. To view this list, Click on Deviations/Causes Remaining button on toolbar.

Click on Ok button to close this dialogue box

To select next Node for entering Deviations information Click the Nodes combo and select the desired item.

The list of Remaining Deviations is provided for view purpose only. User can’t copy Deviations from this list. If user wants to consider any of these deviations in the study, he can copy it from the Library. Pls. Refer the chapter on Copying Deviations from Library.

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Step4: Set Risk Ranking

Risk Matrix is used for ranking the risk associated with the consequence(s) and safeguard(s) of a particular cause.

HAZOP-Pro software allows you to add up to 5 Risk Matrices. Click on Risk Matrix button on toolbar. Following Risk Matrix screen will appear

To Change the Risk Matrix, select the Risk Matrix to be changes from the Risk Matrix No. drop down list, then Click on Edit button. Click on General tab and then Click on Severity, Likelihood and Risk Ranking tabs to enter the details about Risk Matrix. Click Save button to save Risk Matrix along with details. Click Close button to close this screen.

The Risk Matrix

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Categories are used to categorize the Consequences, Safeguards and Recommendations depending on the risk associated with consequence, safeguard or recommendation for a particular cause.

To enter the Categories for Consequences, Safeguards and Recommendations, Click File menu then Click Project Setting then Click Set Categories. Following Categories screen will appear.

Click on Add button. Following Add Category screen will appear.

After entering Category and Description Click on Ok button. It will get added to the Categories List (fig. a).

Note: To change the category information of previously entered categories, select Category from Categories List and Click on Edit button. To delete category, select Category from Categories List and Click on Remove button.

Click the items combo to select Consequences or Safeguards or Recommendations for which you want to add Categories.

Categories list

Step5: Set Categories

Click on Save button to save the Categories. Click on Cancel button to close this screen without saving the Categories.

Fig a.

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Priorities are used to prioritize implementation of recommendations depending on their significance.

To enter the Priorities for implementation of Recommendations Click File menu then Click Project Setting then Click Set Priorities. Following Priorities screen will appear.

Click on Add button. Following Add Priorities screen will appear

After entering Priority and Description Click on Ok button. It will get added to the Priorities List (fig. a).

Note: To change the Priority information of previously entered Priorities, select Priority from Priorities list and Click on Edit button. To delete the Priority, select Priority from Priorities list and click on Remove button.

Step6: Set Priorities for Recommendations

Priorities list

Fig a.

Click on Save button to save the Priorities.Click on Cancel button to close this screen without saving the Priorities.

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Step7: Worksheet detailsAfter Entering the Categories and Priorities, Click on Worksheet tab. The following screen will appear

After entering the Consequence for a particular Cause, you can enter Severity (S), Likelihood (L), Risk Ranking (RR) and Category (CAT) values associated with the Consequence.

Enter Severity (S), Likelihood (L), Risk Ranking (RR) and Category (CAT) values associated with the Safeguard.

For the combination of a particular Node and Deviation, enter following details

Type Causes that you wish to consider, or select from the drop down list*.

Type Consequences for cause that you wish to consider, or select from the drop down list*.

Type Safeguards that you wish to consider or select from the drop down list*.

Type Recommendations in the cell or select from the drop down list*.Note : Multiple Consequences, Safeguards and Recommendations can be entered for a particular Cause. Risk Ranking (RR) is the product of Severity and Likelihood.

Enter CATegory and Priority values associated with the Recommendation by selecting from the drop down list.*

In the Responsibility column, type name of the person responsible to implement the recommendation for a particular Cause or select from the drop down list*.

To add or edit Worksheet information Click on Add button or Edit button on HAZOP-Pro toolbar

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Type Comments, if any, in the cell under the Comments column.

Type Resolution, if any, in the cell under the Resolution column.

Do not enter Revalidate status, if the study is new.

Click on the Drawing to be selected from the drop down list.* under the Drawing column.

The further columns such as, Status, % Complete, Estimated Start Date, Estimated End Date, Actual Start

Date and Actual End Date, etc. are reviewed to check the progress of implementation of recommendations.

Generally, the scope of creating a new study ends here as far as worksheet is concerned. However, if the

scope of study includes estimates of implementation, some of these columns may be filled.

Step7: Worksheet details continued…

* Double Click or press enter key on the respective cell to make drop down list or calendar visible.

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Working in Split Screen Mode

HAZOP-Pro allows you to work in Split Screen Mode while conducting HAZOP study. Splitting a grid into two parts may help you to see the relationships between your data by keeping certain information onscreen as you scroll through the remaining data.

Grid Separator

To work in Split Screen Mode:

1. Position your mouse pointer over the Grid Separator as shown in the figure on the left hand side.2. When the pointer changes to press and hold down the left mouse button as you drag the pointer to where you want to split the screen.3. Release the mouse button and the screen splits into two grids as shown in the figure below.

While working in the Split Screen Mode, the left hand side gird is used for reference and the right hand side grid is used for entering the data. User is not allowed to enter the data on left hand side grid.

Note: If you no longer want to work in split-screen mode, position your mouse pointer over the Grid Separator and when the mouse pointer changes drag it to the left hand side.

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To copy Causes, Consequences, Safeguards or Recommendations from Library, Click on Copy from Library

button on toolbar. Following Copy Worksheet Data from Library screen will appear.

Select the appropriate item and Click on Copy button and selected Cause or Consequence or safeguard or

Recommendation information will automatically appear in respective cell of the worksheet of the study being

conducted. Alternately, the required information can also be typed in the cells under respective column.

The Causes which are present in the HAZOP-Pro knowledge base but already considered in the study will appear

checked in red color, to indicate that these Causes are considered.

Copy Causes, Consequences, Safeguards or Recommendations from library

Click on Deviation Combo to select the Deviation

Click on the desired item to select it.

Click on Node Type Combo to select the Node type

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Causes Remaining

Click on Ok button close this dialogue box.

The List of Remaining Causes is provided for view purpose only. User can’t copy Causes from this list.

After completing entering information for a particular Node and Deviation Click on Save button to save data.

Hazop-Pro provides a knowledge base utility to guide a user about the Causes to be considered for a particular node

Node Type and Deviation. It keeps track of which of these applicable Causes have not been considered in the study

and makes such list available so as to ensure that Causes are not missed from the study. To view this list, Click on

Deviations/Causes Remaining button on toolbar.

Select next Deviation for entering worksheet information by Clicking the Deviations combo of the worksheet.Select next Node for entering worksheet information by Clicking the Nodes combo of worksheet.

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Generating Reports HAZOP-Pro generates following types of reports that can be previewed or printed in HTML or Ms Excel format.

Worksheet Report (OSHA Compliant) / Worksheet Report (User customizable) – This type of report is the most extensive and contains your Worksheet data. The top of each page indicates the node number and name along with the equipment type, design conditions/parameters and all associated drawings. The remainder of each page presents deviation data for the node, including the causes, consequences, safeguards, recommendations along with the details such as Dates, Responsibility, Priority, % Complete, Status etc. as recorded on the Worksheet tab.Action Sheet (OSHA Compliant) / Implementation Status Report – This progress report focuses on the steps taken to implement the recommendations compiled by your team. An Action Sheet helps you to stay up-to-date on the status of your recommendations by listing them, together with the name of the person who is responsible, the level of priority, and the start and end dates.HAZOP Report - This report contains Study Introduction, Methodology, Scope of the Study your Worksheet data. The top of each page indicates the node number and name along with the equipment type, design conditions/parameters and all associated drawings. The remainder of each page presents deviation data for the node, including the causes, consequences, safeguards, recommendations as recorded on the Worksheet tab.Recommendations Report – Choose this type of report to print detailed information about your team’s recommendations. The responsibility, status, priority and start and end dates are listed for each recommendation.Team Members Report – This type of report summarizes the information recorded on the Team Members page of the Administration tab. The “Time” and “Cost” columns help you keep track of the total number of hours worked by, and the total fees owed to, each member of your group.Documents Considered Report – This report contains the information about the various documents considered for conducting HAZOP study.Sessions Report – This report contains the information of all the sessions during HAZOP study. It gives the Sessions information along with the names of Team Members present for that session.Nodes and Deviations Report – This report gives the summary of all Nodes and Deviations considered in HAZOP Study.Glossary Report – This report gives the details of Categories, Priorities, Risk Matrix Description along with Severity, likelihood and Risk Ranking etc.

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Generating Reports

To generate various types of Reports Click on Print button on the Toolbar. Following Reports screen will be displayed.

To generate reports depending on criteria such as % Complete, Status, Responsibility, Priority, Category and

Revalidate, Click on Report Options button. Following Report Setup screen will appear.

Fig. c

If the check button ‘Print Glossary at the bottom of report’ is checked the glossary consisting terms such as Categories for Consequences, Safeguards and recommendations. Priorities of Recommendations. S, L, RR with their values and description will be printed. This option is available only for 1)Worksheet Report 2)Action Sheet and 3)Recommendations Report.

Reports list (Click on the item in the list to select the desired report)

Click here to add logo to the reports. (locate the logo filename along with path)

Click here to print Glossary of terms defined in the study at the end of report.

Select the report of interest and Click on the format i.e. HTML or MS Excel and then Click on Preview to view the report. The default general report, without any criteria, will be shown.

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Click here to generate % Complete wise report

Click here to generate Category wise report

Click here to generate Priority wise report

Click here to generate Responsibility wise report

Click here to generate Revalidation wise report

Click here to generate Status wise report

Select one of the above criteria and Click Ok button to return to previous screen (fig.c).

Click on Preview button to preview the categorized report.

These criteria dependant reports are useful mainly during reviewing the status of implementation of recommendations

To generate reports with selected columns Click on the Columns tab as shown in the figure above.

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For information on printing the report in HTML or Ms Excel, please refer HAZOP-Pro help.

Generating reports with Selected Columns

To print the reports with the user selected columns, select one of the report type, Click on the Report Options button (as shown in the figure above) and Click Columns to check the desired columns as shown in the figure on the left hand side.