HAZOPPro Hazard and Operability Productivity Tool

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HAZOP-ProHazard 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/Reco
mmendations 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
Starting HAZOP-Pro
Click on Start button of
Windows. Select Programs menu and Click on
HAZOP-Pro program group. Click on HAZOP-Pro.
HAZOP-Pro will be invoked and User Authentication
Screen will be displayed.
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User Authentication
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)
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.)
Click on Cancel button to abandon Hazop study.
Enter valid HAZOP-Pro software password. Click Ok
button to proceed.
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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
Click OK button to proceed. Disclaimer Statement
screen will appear.
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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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Entering Team Members Information
Once you are finished entering the General
information, Click on Team Members tab under the
Administration tab. The following screen will
appear.
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.
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Team Members Details
(General, Contact)
Step2 Click on Contact tab to enter contact
information of Team member, such as Phone Number,
Extension, Fax, E-Mail address and Web page.
Step1 Click on General tab to enter general
information of a team member, such as First Name,
Last Name, Title, Company, Department and
Expertise.
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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Team Members Details
(Cost, Comments)
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.
Step4. Click on Comments tab and enter comments
about Team member.
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.
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Entering Sessions Information held during the
Study
Click on the Sessions tab under the
Administration tab. The following screen will
appear.
Click Add button on toolbar. Following
New Session screen will appear.
Enter Session details and Comments, if any, of
the session being conducted.
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Session Details (General, Comments)
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 on Comments tab and enter comments about
Session.
Click to select the Leader of session
Click to select the Scribe of session
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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Entering Attendance of Team Members included in
the Study
Click on Attendance tab under the Administration
tab. Following screen will appear.
First Name of team member
Last Name of team member
Session Numbers
Attendance List
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.
Cell where user can mark attendance of a team
member by Double Clicking on it
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)
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Adding Drawings/Marking Nodes on drawings
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).
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.

• Enter Drawing ID to differentiate the drawing
  from other drawings.
• 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.
• Enter comments, if any.

Marking Nodes on Drawings
HAZOP-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/Parameter
s of the node or select from the drop down
list. Enter Equipment id and Location of the
node.
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.
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.
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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 Design Intent of the node under study.
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.
To add or edit Deviations information Click on
Add button or Edit button on
HAZOP-Pro toolbar
To select another Node for entering Deviations
information Click the Nodes combo and select the
desired item.
Double Click or press enter key on the
respective cell to make drop down list visible.
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Copy Deviations from library
To copy Parameter, Guideword and Deviations from
Library, Click on Copy from Library
button on toolbar, following Copy Deviation from
Library screen will appear.
Click to select the type of Node
Select the Deviation(s) from the list by Clicking
on the desired item in the list
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.
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Deviations remaining
Hazop-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.
The list of Remaining Deviations is provided for
view purpose only. User cant 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.
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.
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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
The Risk Matrix
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.
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Step5 Set Categories
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 the items combo to select Consequences or
Safeguards or Recommendations for which you want
to add Categories.
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).
Fig a.
Click on Save button to save the Categories.
Click on Cancel button to close this screen
without saving the Categories.
Categories list
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.
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Step6 Set Priorities for Recommendations
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).
Click on Save button to save the
Priorities. Click on Cancel button to close this
screen without saving the Priorities.
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.
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Step7 Worksheet details
After Entering the Categories and Priorities,
Click on Worksheet tab. The following screen will
appear
To add or edit Worksheet information Click on Add
button or Edit button on HAZOP-Pro
toolbar
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.
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.
Type Safeguards that you wish to consider or
select from the drop down list.
Enter Severity (S), Likelihood (L), Risk Ranking
(RR) and Category (CAT) values associated with
the Safeguard.
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.
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Step7 Worksheet details continued
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.
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.
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.
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.
Grid Separator
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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Copy Causes, Consequences, Safeguards or
Recommendations from library
Click on Node Type Combo to select the Node type
Click on Deviation Combo to select the Deviation
Click on the desired item to select it.
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.
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Causes Remaining
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.
The List of Remaining Causes is provided for view
purpose only. User cant copy Causes from this
list.
Click on Ok button close this dialogue box.
After completing entering information for a
particular Node and Deviation Click on Save
button to save data.
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 teams
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.
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.
Fig. c
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.
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.
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.
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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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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.
For information on printing the report in HTML or
Ms Excel, please refer HAZOP-Pro help.