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USER GUIDE - P & I Design Ltd

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1. M Anderson doc should still be open Scroll down to the Response section of the displayed Action 2 sheet and type in the DATED box 17 MAR 2014 In the box below input the text A CCR low pressure alarm will be provided from PC 4916 See attached copy of Design Change Schedule Item 2 Leave the SIGNED box empty The result should appear as illustrated below E pE E SP pe Be SS TTEN F ew peo wW L3 ay Ti i TTOSOTT wora Table TW b a File Mailings Review View Design j E EE eee Paste ee gt iy Quick Change Editing A Ag A A af Styles Styles Clipboard me Paragraph Styles a HAZOP STUDY ACTION AND RESPONSE SHEET ACTION ON M Anderson Frosess TYPE DO RESPOND BY 21 MAR 2014 ACTION NG 2 MEETING DATES Monday 03 March 2014 DRAWINGS AND DOCUMENTS i PID Screw Compressor O60 1001 675 1 Rev Bi ITEM Hamp Node 1 0 COMPRESSOR C E SUCTION AND DISCHARGE THROUGH SEPARATOR V Sine4 8 CS _ i CAUSE Flow More Compressor capacity control malfunction CONSEQUENCE HAZARD CATEGORY 2 RISK 2R Reduced pressure in V 4O123 upstream neaubing in lew WPSH to Pump PSS taking suction from that weasel with possible cavitation and damage Page 1of5 Words 1 650 B oe O o 59 18 19 20 21 22 Scroll down to Action 9 and type the date 17 MAR 2014 and the response The requirement for a gas detector is being discussed by Safety Department
2. The above exercise will have covered the procedures involved in reducing or increasing the number of columns or input boxes that can be used to record information for entries in a data file In the next two tutorials we will learn how to set program and file defaults and then start to input entries If you wish to practice what we have been doing so far by all means do so However do not make any changes to the file at this stage we will commence that in Tutorial 5 31 TUTORIAL 4 Setting Program Defaults In this exercise we will experiment with setting some program defaults 1 If necessary start the HAZOP Manager program and wait for the title window to close 2 From the Set Defaults menu choose the Date Format option dd Dixy numbeee mnt Month frii MMM Month bes yy Teer numbers beeviakions for ther locaton foountrs ydd me C Ure Engith abbmevshons HAN FEB MAR ale Une customined sbbreviaions defined pah button beki Cutiomze month abireviaioni 3 The list box displayed shows the date formats available with the currently selected one being highlighted For a detailed explanation of the other options available such as Use the standard abbreviations for this locations country Use English abbreviations etc press the F1 key to display the relevant Help topic After reading the details close the Help window 4 Solely for the purpose of experimentation make a no
3. menu choose the Print Action Sheets command Select the printer font if necessary chose a reasonable sized font such as Arial 10 Point Select Print Preview In the Print Range area of the dialog click on the Range radio button and type 16 in the From box and 17 in the To box as shown below Press OK i m peee h Print Options Action Sheets Printer o Print Options HP LJ 400 Colour M451 PCL 6 on USBOO i Header Edit Header Add to Footer Change Printer Propertes 1 Action Impact recording 5 Folat c M 3 Action Codes fr 4 Current Printer Font Arial 10 Point is j tart renhe Select Prier Font Print Range Ca oo Range From he To wl 5 In Fie order G Innumetical order __ Cancel In the preview window use the Zoom In Next Page and Prev Page buttons to scan the two Action Sheets When finished press the Close button to return to our data file Select the Print Action Sheets menu option again Select Print Preview Click the Range radio button and type 20 in both the From and To boxes Press OK After viewing the result close the preview window 50 22 Using the same procedure as in Step 21 above print preview the sheet for Action 18 23 Action 18 has had a response returned and this has been recorded in the file This response has been reviewed and further action was
4. 3 Once per year Tab to the S Severity field and type 2 to represent a Major consequence Note that the R Risk value has been automatically assessed and input by the program based on the values contained in the Risk Matrix Keywords view Remember that you could have right clicked in either the CATGRY or S field to view the Severity Matrix from which you could have selected your codes In the SAFEGUARDS column type None Because the safeguards neither alter severity nor frequency duplicate the previous Frequency 3 and Severity 2 in the appropriate fields below the SAFEGUARDS column In the ACTION column type Fit an intermediate shelf on which tools can be placed before ascending descending ladder 71 17 18 19 20 ZI As this would serve to reduce the frequency of falls by the operator but not the severity of a fall in the F Frequency field below the ACTION column type 1 and in the S Severity field below the ACTION column type 2 as before Notice that the risk has been recalculated based on the likely benefit of completing the action In the ASSIGNED TO field type A Davies Mechanical Engineering and ask that the Action Response be completed by 22 AUG 2014 Finally in the TYPE box input DC for Design Change The completed entry should be similar to that which is illustrated below File Edit View GoTo Record Analyse Utilities Window
5. No conclusion has yet been reached Two responses have been input Assume that M Anderson cannot reply at this time to the other actions assigned to him We therefore save and then close the file A copy of this file would then be returned as an email attachment to the Study Secretary The Secretary would extract that returned document into a folder specially created to store such files for the current safety review We now revert to our role as Study Secretary by switching back to the HAZOP Manager program From the File menu select the Read Response File option and then Word format file doc docx Accept the advisory message about the necessity for Word being currently closed and the desirability of having a backup of your data file by pressing the Yes button From the File Open dialog displayed select M Anderson 1 doc and press the Open button Word will be started you will see the document being scrolled and you will be advised that the response update has been completed Finally use the E if necessary and the fe toolbar buttons to visit the response sections of Actions 2 and 9 You will see that the response text has indeed been automatically transferred from the Word Action Document to the data file Note that the response date in the data file will be the current date For an explanation of this apparent anomaly and other important aspects of this procedure start the Help system
6. and read that topic as well Close the Help window We will now create another Action Document but this time with a slightly different layout Click on the Additional boxes layout file list box and select Response Approval 1 doc or docx In the List of recipients section select M Anderson Process then press the Create Action File button Word will be started and the process described in steps 7 and 8 above will be repeated Scroll through the new document and you will see the effect of applying the layout file Save the new document with the name M Anderson 1 but on this occasion to save time we will leave it open Switch back to the HAZOP Manager program and on the Create Action Files dialog press the Finished button Page through the data file and you will see that all the actions for Anderson and Temple have had the flag 58 16 I7 TTAF Transferred to Microsoft Word Today s Date added to the Response box This indicates to the program that those actions have now been distributed The two Action Documents that we have just created and saved would be e mailed to the persons concerned and they would each extract the attachment to a folder on their computer s hard disc For the purposes of this exercise we will assume the role of M Anderson who now has his Action Document on his computer and is ready to input his responses Switch back to Word
7. transfer ACTION NO ACTION ASSIGNED TO RESPOND BY from the Field List to the Output List either double click on the items in that order or use the arrow button provided Transfer required items from the Field to Output Lists in the order in which you wish them to be ouput You may however re order the Output List by RIGHT clicking on an item and selecting Move Up or Move Down as required pe the Format Column or List and the Method Word Excel or ext hiel ALYSIS UNDEFINED HEADING r Format 3 Column format one heading descriptor line with data fields below C List format each data field vath its heading descnptor on the left A Split multiple Actions gt Method Export to Microsoft Word f Export to Micrasoit Excel C Save as Text Fie Cancel 45 16 17 18 19 20 2i pws 23 Whilst the Export Analysis Data dialog is displayed press F1 and read the Help topic that will explain the various options available Close the Help window If Microsoft Word is installed on your computer as you will see this is the default in the Method section of the dialog press OK Word will be automatically started and after accepting the warning message about not touching the keyboard or clicking the mouse a table will be created containing the data that you specified in step 15 from those six entries In a real action follow up situation you co
8. type response in the Search tab press List topics and view the entry entitled Automatic Input of Word format Action Responses From the above exercise you will have gained an appreciation of how easy it is to distribute actions electronically and to update your data file with the returned responses The potential increase in efficiency for a large study would be significant Note that if you wish to repeat this exercise you will need to overwrite the WORDACTS HDF file from the copy located on the installation CD Otherwise the TTAF Transferred to etc text within that data file will prevent you from creating further Action Documents the List of recipients box in Step 6 will contain only one name 60 TUTORIAL 10 Creating a Data File and Multiple Windows In this tutorial we will experiment with the procedures that would be used when setting up a data file prior to the start of a review As there would initially be a significant amount of typing involved in setting up a new study to reduce this we will be copying and pasting information from EXAMPLE into our new file To achieve this we will have both files open at the same time and while this is not the primary objective of this tutorial it would be as well to get used to this potentially useful facility 1 If necessary start the HAZOP Manager program and wait for the title window to close From the File menu select New ALT F
9. 5 Adding Entries Multiple Actions Renumbering TUTORIAL 6 Find Replace and Data File Analysis TUTORIAL 7 Printing Reports TUTORIAL 8 Action Response Input and Review TUTORIAL 9 Distributing Actions Electronically TUTORIAL 10 Creating a Data File and Multiple Windows TUTORIAL 11 Alternative Data File Types Headings Files TUTORIAL 12 Resource Files Alternative Risk Assessment TUTORIAL 13 SIL Analysis TUTORIALS Summary O AY rAN NW nn A BW N KF KF SI YAY DA Nn Nm B BR WO WO NV NO RRR RR FR RF Re o A O A ee A N WDWWaA NAW WAN WBN BN NY e GUIDELINES FOR INSTALLING THE HAZOP Manager V7 0 SOFTWARE SYSTEM REQUIREMENTS The operating system should be Windows 2000 XP Vista 7 or 8 The target computer should have a 1 GHz or faster processor with a 256 colour or greater display capability and at least an XGA 1024 x 768 screen resolution The minimum memory requirements recommended by Microsoft for each operating platform listed above will be adequate For a stand alone installation a minimum of 14MB of free disk space should be available GENERAL REQUIREMENTS The installation of the program will involve adding driver files to your Windows system and updating the Windows Registry accordingly Note that the software will be installed so that it will be available to all users of the target computer The security features implemented within the above mentioned operating systems do not allow ordinary users to undertak
10. Help Osh Asn 4S XA 5 OY BHA owe PLANT SECTION CHEMICAL STORAGE AND TRANSFER DRAWINGS Chemical Storage and Transfer PAID 060 33 T D0002 Rev 3 CONCERN CAUSE CONSEQUENCE SAFEGUARDS Provision for safe Requirement for Potential for None Fit an intermediate ifting lowering of operator to carry operator to fall shelf on which tools tools tools whilst only one free hand can be placed descending and to gnp ladder before ascending ascending to from descending ladder sump CATGRY 1 i fT B FB sf RE Fie sk RRR Fi sft RAR ACTION NO REF ASSIGNED TO RESPOND BY TYPE 1 a A Davies Mechanical Engineering 22auG 2014 OC Press the l button to add another record then press the button on the toolbar to display the Resource file again Three paragraphs below the one we just transferred is the following sentence Unambiguous provision for isolation of duty standby equipment Put the caret cursor anywhere in this sentence and press the E toolbar button to select the paragraph followed by the a toolbar button to transfer the paragraph to the entry In the CAUSE column type To provide redundancy both local panels can run either the duty or standby pump 72 22 23 24 23 26 21 28 29 In the CONSEQUENCE column type Electrical isolation not achieved due to operator misunderstanding Potential injury or fatality during maintenance Tab to the CATGRY field and rig
11. Help window E HAZOP Manager V7 0 ExampleLhdf el E S EN File Edt View Golo Record Analyse Utilities Window Help fe x Os Asm4S sR 85 E BR REREt Bee CONSEQUENCE SAFEGUARDS Pump discharge valve dosed Inadequate TAH 5925 alarm at 1 Pr lubrication results 95 C sepal in compressor TAHH 5926 trips the di Less flow lo Compressor caused by damage system at 100 C bothy i 1 PCV 5982 fading open El Freq 2 refer also to Action fitted 2 Bypass valve fully open Cig 2 3 ama indbca 3 PCV 598 controlling at low dP Suty 2 2 YAHH 5937 alarrr Risk 2R 2R vibration trip 2 ine Discharge filler partially blinded Auto start of opns slandbypumplo proce increase flow bul actor with a common je filler partially blinded ACTION NO 23 REF 2 ENTRY 61 ACTION OM A Temple Operations 1 POV 5972 stuck shut 2 3 way valve P 5661 inadvertently directed to Presa OF to navigate to ihe entry selected above Pres Cancel to return to the current entry Using the scroll bar in the left hand pane display the first entry in the Node and then highlight it by clicking on it with the mouse Note the Action Number in the right hand pane it should be 14 Using the down arrow key on your keyboard highlight each of the remaining entries in turn noting the Action numbers as they are displayed The sequence should be 14 15 22 23 16 17 and finally 21 Close the dialog by pressing the Cancel b
12. a facility will provide an easy method of repairing modifying or removing the program Note that as an alternative to using Control Panel you can just run the setup for the program again Using either method a dialog will be displayed with the options Repair Additional Dictionaries and Remove You may choose to Repair the program if for instance certain files or Registry entries required by the software have been inadvertently deleted Additional Dictionaries would be used to extend the spell checking facility to different languages The languages available are English American German Dutch and French The Remove option should only be selected when the entire application is no longer required on the computer concerned The following points should be borne in mind The repair modification removal of the program can only be accomplished by a System Administrator Data files created by users will not be deleted nor will any other user files created by the software during the normal course of its operation In other words only the files that were installed during the initial setup will be removed The DESkey drivers will not be automatically uninstalled in case other software on your computer requires a similar device This will preclude the possibility of such other software suddenly and inexplicably failing to function However should you wish to remove these drivers because you are certain that th
13. and also to save time in typing in the CONCERN column The potential applications for Resource files are many It is up to you to consider when and how best you can use them You can of course create your own Resource files either in a plain text editor such as Windows Notepad remembering that it must have the file extension res or preferably in HAZOP Manager s special utility which can be found by selecting New Resource File from the Utilities menu in the HAZOP Manager program s main window 73 TUTORIAL 13 SIL Analysis In this tutorial we will briefly explore SIL Analysis This will involve modifying a headings file looking at a resource file and creating a data file as well as some data entry You will need some knowledge of these steps so it would be advantageous to have completed the previous tutorials 1 If necessary start the HAZOP Manager program and wait for the title window to close 2 From the Utilities menu select Edit Headings File ALT U then H 3 From the standard dialog displayed open the English hds file As we don t want our modifications to be saved in the default headings file from the File menu choose Save As and name the file SILHeads 5 Find the following headings and modify them with the text indicated below Change DEVIATION to HAZARD Deviation to Hazard CAUSE to PROTECTION Cause to Protection CONSEQUENCE t
14. button Microsoft Word will be started and you will be able to watch as the data in your file is transferred to a new document When the operation has been completed you may page through this document in the normal manner In an actual study situation such a file could be made read only i e password protected and then either posted onto your network or e mailed to interested parties Close Microsoft Word You may save the Word document if you wish to scan it again when you have finished this tutorial If a printer is attached to your computer you may now actually print some partial reports Otherwise you will need to utilise the Print Preview option instead From the File menu select Print 49 16 17 18 19 20 21 Minutes Worksheets again In the print options dialog select the Page Numbers option However on this occasion instead of accepting the default of 1 enter 12 in the Start number box You will be printing only Node 3 0 in which you made some entries in Tutorial 5 Click on the Range radio button and type 3 0 without the quotes in both the From and To boxes Press OK Retrieve the report from the printer and scan the pages produced Note the new entries mentioned above which should have Action Numbers 16 17 and 20 Note also how multiple actions 16 and 17 have been printed To output the Action Sheets for those new entries from the File
15. full explanation of how this operation can be accomplished In addition to the methods explored above there is also of course context sensitive help Highlight a menu option and whilst keeping it highlighted press Function Key 1 don t release the mouse button until you move the cursor away from the menu entry or the command itself will be activated This will display a full explanation of that command Doing the same with a toolbar button don t release the mouse button will achieve a similar result When an entry form or dialog box is displayed pressing F1 will also display help for that section of the program 16 TUTORIALS Introduction Working on the principle that the first steps into unknown territory are always the most worrisome the following Tutorials for the HAZOP Manager software are intended to familiarise you with its basic concepts and structure and at the same time introduce you to some of the features of the program They will not cover every detail and facility available Rather they are intended to make you confident in your ability to use the program so that you may continue the exploration on your own It is assumed that you have a basic appreciation of how a Hazop Review is conducted and the general format and requirements for recording the results of such a study If this is not the case then you should consult beforehand one of the many books and articles on the subject That is not to say that you
16. in step 11 We have already used F9 to automatically input the P amp ID on the first line Highlight the following two lines as shown below and then press OK to copy them to our Node heading From the bst below select the relevant items for the cument Node Press OR to transfer your selections to the end of the DRAWINGS AND DOCUMENTS field mH S PAID Gas Oil Separator V 40123 Draving Ref ABC 5 A6789 Revision PAD Fuel Gas Scrubber V 61000 Drawing Ref ABC 5 46790 Revision 5 OK Cancel The facility we have just used can be extremely useful particularly in a large study covering a multitude of drawings and with many Nodes Finally complete the current Node by typing any sensible text in both the ITEM and ITEM DESCRIPTION then press OK Lastly we will generate an Agenda By now you should be familiar enough with printing operations to accomplish this without detailed instructions use menu command File Print Agenda For the output format it would be usual to set the Print to option to Word Document PDF Document or HTML Document so that the result can be more easily distributed to study team members Planning for a study meeting and setting up a data file is described in the Preparing for a Hazop Study Help topic This outlines not only the software operations involved but also discusses the overall requirements such as assembling data marking up drawings etc If you have not previou
17. of Preparing for a Hazop Study We may do this in two ways Either press the Back button twice or click on that topic in the left hand pane Let us now immediately return to the file options topic Click on the Favourites tab ensure Setting Data File Options is highlighted as the only entry it should already be selected and click on the Display button Assuming that we will no longer need to refer to this topic again press the Remove button and click again on the Contents tab In the left hand pane you will notice that the chapter entitled Study Data Files contains three sub chapters Open all three so that each individual page is listed In the third sub chapter is a page entitled The sections of a Data File Go to this page and scan through it It will give you a good appreciation of how a data file is represented on screen and the toolbar buttons used to move through the file If you wish you may further explore the Help system opening additional chapters using the blue underlined hypertext links and the Back and Forward buttons 13 Exploring the Help System The Index L Zi If necessary open the Help system again then press the Index tab Earlier in this User Guide you may remember reading a reference to Action Files You wish to find out more about these without having to search through every page in the Contents tab Type Action Fi and the index will scroll automatically to
18. of servers as illustrated on the following page Browse Network o bb x e 2 aor Ma Microsoft Windows Netywark FA BCSDOM BCSOl IT BCSSERY FRANTOOMA FDESKTOPM FESS 3 I Faaa Fx3929 FXODELM FANTAPPe Server Name w IP Address BCSSERY Having selected the network server the installation will proceed to completion without further intervention on your part Note that at a later date you may change to another server by invoking the DESkey Applet within Control Panel and then following essentially the same procedure as described above INSTALLING THE DESkey NETWORK SERVER DRIVERS Firstly it is recommended that you do not plug the DESkey into the server until prompted to do so after the software has been installed Following the first Welcome screen the next dialog displayed will ask you to specify the directory folder on the server in which the driver and licence management software should be located You may either accept the default presented or alternatively press the Browse button to select another folder After the software has been installed you will be asked whether you wish the service to be started immediately You should plug the device into the machine and press the Yes button Further information regarding the management of a network server installation can be found in the DNSrv32V5 pdf file which is located in the DESkey sub folder on the program s installati
19. page you will see three tabs The first tab stores a general note for the current entry The second and third tabs may be used to store other data for this entry if required In this case the second tab has been labelled SIL Analysis In Tutorial 12 we will show how it is possible to define your own headings for this and many other forms 2i NOTE SiL ANALYSIS UNDEFINED HEADING When the section of the system containing the above mentioned pump P 4098 is reviewed query why no low suction pressure trip seems to have been provided W Not to be printed in reports Whilst the Notes dialog is displayed press F1 for an explanation of this facility Close the Help window and press the OK button to close the Notes dialog Using the View menu toggle off the display of the Frequency Severity and Category input boxes Use the Help system to view explanations of these entry points Hint you could try hovering the mouse over each menu command and pressing F1 Using the View menu again hide the SAFEGUARDS column by selecting Extra Columns then 0 None Finally use the View menu to hide the TYPE input box by selecting Action Codes then 0 None The Entry Form should now be configured as illustrated below E gt Eie fat View GoTo Record Anahse Unites Window Hep x Os Asn 4S rte 0 5 Oe BR ERES o wel NODE E 0 COMPRESSOR C 58301 SUCTION AND DISCHARGE THROUGH SEPARA
20. process two messages will be displayed Press OK on the first message explaining that the document has been protected with a password Press OK again on the second message advising that the procedure has been completed Scroll through the document and you will see that the layout mimics the format of printed Action Sheets as created in Tutorial 7 with each page containing a single action Note also that you will be prevented from editing the source data all that you can input is the date your response and your name the latter may be required if actions have been assigned to a department rather than an individual Save the Word document giving it the name A Temple 1 the 1 will allow us to allocate unique names for any further Action Documents created for A Temple from this study Close the document By default it will have been saved in the same folder as the study data file Switch back to the HAZOP Manager program The Create Action Files dialog should still be displayed Note that A Temple Operations is no longer in the List of recipients because an Action Document has just been created for that person Press Fl and the Help topic Creating Action Files will be displayed Immediately click on the hyperlink Creating Microsoft Word Action Documents to display that topic Study the contents and then click on the hyperlink Additional Response Approval Boxes about halfway down the page
21. that we fail to notice that description We are particularly interested in obtaining guidance on the subject of keywords without having to scan the entire Contents pane The easiest option would be type keywords on the Index tab but as an experiment we will use a different method It is a reasonable assumption than any topic relating to keywords will mention Flow To find all topics in which that word occurs click on the Search tab input flow and then click on the List Topics button Contents index Seach Faves Keywords Form Type in Tr legegora to find This multi tabied form coeiaens the keywords foe the shody as wel as opbonally the Frequency codes Seventy and Hazard Category codes Risk Matix factors and finally the Seventy Matix descnptors that you may wih to ude inthe aew Tha data should be sput poor io ihe commencement of ihe meeteng PAMARY KEYWORDS SECONDARY KEYWORDS FREQUENCVISEVERTY CODES HAZARD CATEGOs 4 ac Pr eo burs Temper Level Separate l l atore Cor rode iIsolate frain vent Sample l Purge l a a E E a a ES a Primary Keywords These are usually the process and operstional words that you will apply to the system being revewed such as Blt Temperature Pressure bolata eic Secondary Keywords 15 5 The list of topic pages displayed all contain the word Flow and amongst them will be the subject that you are interested in namely the Keywords For
22. the appropriate section When you click on the Action Files topic a popup window will indicate that there are two pages concerned with this subject You may wish to open them both to scan their contents Contents Index Search Favores Creating Microsoft Word Action Documents Type in the keyword to find Create Action Files command File menu Worksheet Entry and Response Forms E There are two methods that can be used to distribute actions electronically Creating Action Files that can be opened and updated using the ACTRSP EXE utility program Creating Microsof Word Action Documents the procedure for which is described in this topic Note that this facility will iy We Obl eu vord IS INStalled ON yoi e TAA x Type Word in the edit box at the top of the Index Notice that the topic Word Microsoft Action Documents is scrolled into view illustrating that you can find an individual topic using different keywords 14 Exploring the Help System The Search facility L If necessary open the Help system again then press the Contents tab Open the chapter Worksheet Entry operations and go to the page Worksheet Entry Form The illustration on that page shows a column entitled DEVIATION In the text below the illustration the function of that column is explained with blue hypertext links to the Add Entry and Change Keywords menu commands Let us assume however
23. then N or press the k button on the toolbar 2 In the Create new Study Data File dialog displayed name the file NewStudy then press the Create button The following dialog will appear Study Type i Detaled uting both Primary and Secondary keywords Conceptual using only Primary keywords Other PHA Whati SIL analysis ete not using keywords Hazard Category Frequency Seventy and Risk codes Thee Hazard Categones al codes evaluated for Compequenne Dre Hazard Category codes re evaluated for Safeguards and Action Mote ou may selectrveh remove these code entry boxes aiten the he is created Hescings Fie Engish hds Password protect file Allocation of passwords ic NOT RECOMMENDED If not required leave these boses empty Password for enty edibng of Worksheets Passveond fer enhy editing of Renpontes Ca 3 Press F1 to display Help on these File Options After reading the help topic close the Help window Ensure that the options are set as illustrated above 1 e Detailed Study Three Hazard Categories and an English Headings file then press OK 61 We should now be viewing an empty Study Details form As indicated earlier we are going to save time by copying some of the information from our EXAMPLE file So open the EXAMPLE1 file without closing NEWSTUDY We now have two files open but can only see one at the moment To switch back and forth between the files
24. to display the Help window and use the Index to locate the Multiple Actions topic Read the two pages listed to gain an understanding about when and how you would create such entries then close the Help window Press the Li button or Alt R then A and select Flow followed by Less Type in the CAUSE column Discharge filter partially blinded and allocate the Frequency code 2 likely to occur approximately every ten years Under CONSEQUENCE type Inadequate lubrication results in compressor damage Because this consequence will result in both Major Equipment Damage as well as Major Production Loss we want to create two pairs of CATGRY SEVRTY codes Right click in any of the CATGRY or SEVRTY boxes to show the Severity Matrix flor Appreciable Major Severe 1 Minor first aid Lost time accident Injunes ordiness Permanent Personnel injury required regqumng disability perhaps hospetalisation one fatality 2 EO 5000 5001 50 000 EAS 500 001 Equipment eee ES 000 000 Damage 3 Less than one hour Up to half a day Er Many weeks Production One to five days significant loss to L ss customer base You may make up to three selections from the matrix above by double clicking the aii peiyahens cells Press OK to transfer your selections to the entry in the order indicated by the flags o Cancel 39 25 26 27 28 Double click the cell corresponding to Major Equipment Damage
25. to the number 44 and you can verify the accuracy of this by paging back once to the previously referenced entry that we created in Steps 4 to 15 This tutorial has described basic data entry This the part of the program with which you should become most familiar as it is these operations that will need to be carried out during a Study meeting If time permits you should now make some further entries of your own However before you do first go to Node 4 0 to record those entries in that Node This is important because the next tutorial will assume that Nodes 1 0 to 3 0 contain the entries as they are at present In addition you may well have noticed when opening the EXAMPLEL1 data file another file entitled DON T INPUT ENTRIES LIKE THIS was in the same folder You should open this latter file and view its contents It contains examples of both the incorrect and then the correct method of recording multiple Causes for the same keyword combination e g Flow No As this file is provided purely for the purpose of illustrating certain important concepts you should not alter its contents 42 TUTORIAL 6 Find Replace and Data File Analysis This tutorial consists of two simple exercises in finding and replacing text followed by selecting records from the EXAMPLE data file and exporting an analysis tabulation 1 If necessary start the HAZOP Manager program and open the EXAMPLE data file Go to the Entries form by usin
26. C is passed through two phase Separator V 58306 to remove entrained oil down to less than 0 1 micron with a residual carry over of about 2 ppm by weight The gas flows via an after cooler X 51234 to KO Drum V 59879 DRAWINGS AND DOCUMENTS gt gt P amp ID Screw Compressor Drawing Ref OGC 1001 675 1 Revision B1 TEAM MEMBERS a OK Cancel Press OK You will now have returned to the Entries form and should see that the al button on the toolbar is now available It was previously disabled because we had no Nodes in which to add Entries To illustrate a couple of additional facilities create another new Node by selecting New Heading from the Record menu Type 2 0 in the NODE REF box then tab forward through to DRAWINGS AND DOCUMENTS and press F9 Note that the text from the heading on which we were located before commencing this operation has been automatically repeated 64 24 Press F1 click on the Index tab and type repeat in the input box 25 26 2d Double click on the Repeating text topic You will see that the F9 key can also be employed to save time and effort when creating entries as well as Node headings Close the Help window Position the caret at the end of the first line in the DRAWINGS AND DOCUMENTS input box Press Enter to create a new line and then press the button The contents of DOCUMENTS STUDIED in the Study Details are listed remember we input that data
27. EH toolbar button or Alt G followed by E The 11 12 13 14 15 Entry Form will be displayed showing the first entry in the file Window Help Dei Asia he fF amp 7 2 BREA B Ei COMPRESSOR C 58301 SUCTION AND DISCHARGE THROUGH SEPARATOR DRAWINGS PAID Screw Compressor OGC 1001 675 1 Rev B1 CONSEQUENCE SAFEGUARDS 1 Suction strainer Continued operation PAL 5924 upstream of Confirm that the blinded of the compressor strainer strainer housing is 2 inlet valve V 5922 would result in a Compressor is designed for full closes vacuum in the suction capable of vacuum line withstanding full Discharge vacuum operation temperature would rise and injection oil would heat up and accumulate in the compressor aaa CATGRY 1 a 2 __ FREQueNcy f2 severy 2 1 2 RISK PR AR PR ACTION NO REF ASSIGNED TO RESPOND BY TYPE 1 D Matthews XYZ Process Systems 21 MAR 2014 INF Press F1 and scan the Worksheet Entry Form help topic When finished close the Help system window So far the forms we have viewed have been maximised Click on the appropriate button E in the caption bar to make the form the normal size for a child window within a frame window The main program window should remain maximised Note that the controls within the entire form have been re sized so that there is no need to use scroll bars to view hidden sections Try re sizing the form by dragging the sides of its win
28. Files It is important that these User Files are stored in a location that has read write permission for all persons who will be running the program on the target computer In other words they should not be located in one individual s personal My Documents folder unless it can be guaranteed that no one else will need access to his or her data files When performing a Workstation installation this is the main consideration However as mentioned in the previous section even when performing a Full Installation it is sometimes deemed necessary for the program files executables and DLLs to be located in a read only folder on the target computer to prevent inadvertent modification or even deletion The Setup program will enquire whether the main program directory will be read only and if that is the case request that another location be specified for User files It is important that you take heed of this enquiry and request the most common reason for subsequent problems in running the HAZOP Manager software are User Files incorrectly located in read only directories INSTALLING THE DESkey DK2 DRIVERS Important You should not plug your DESkey USB program key into the target computer until these drivers have been loaded this may require a re boot of the computer Failure to follow this sequence could result in your Windows operating System associating the device with its own inappropriate drivers and if that occurs
29. GS PRID Screw Compressor OGC 1001 675 1 Rev B1 DEVIATION CAUSE CONSEQUENCE SAFEGUARDS F low Discharge filter Inadequate lubrication TAH 5925 alarm at 1 Provide separate Less partially blinded results in compressor 95 C filters in the discharge damage TAHH 5926 trips of both pumps each system at 100 C fitted with a dP refer also to Action indicator and local 4 4 alarm YAHH 5937 vibration 2 include in trip operating procedures Auto start of standby the action to take pump to increase upon initiation of such flow but with a an alarm common filter this CATGRY 2 B K would be ineffective FREQUENCY 2 SEvRTY 2 2 RISK 2R R ACTION NO REF ASSIGNED TO RESPOND BY TYPE 22 1 D Matthews XYZ Process Systems 21 MAR 2014 DC 40 29 30 31 32 33 Now from the Record menu select the Extra Action command Alt R then X Type 2 in the REF box and allocate this second action to A Temple Operations macro Shift Alt 3 with a RESPOND BY date of 11 APR 2014 and a TYPE of O amp M indicating an update of the Operations amp Maintenance manual Press the a toolbar button and the dialog illustrated below will be displayed This facility allows you review but not edit multiple entries within a Node by scrolling them vertically Press F1 to display the relevant Help topic which lists some of the situations in which you will find this feature useful Close the
30. HAZOP Manager V7 0 An integrated Recording Reporting and Action Tracking System for the management of Hazard and Operability Studies and other Safety Reviews Copyright Lihoutech 1989 2014 PLEASE READ CAREFULLY BEFORE USING THIS COMPUTER SOFTWARE The right to use this software is sold on the condition that the purchaser agrees to abide by the terms of the licence as set out below Should the purchaser not agree to these terms all items supplied including the computer media the User Guide and the software protection device should be returned immediately in an unused condition Upon such return the full licence fee will be refunded Failure to return these items promptly will indicate the purchaser s acceptance of this licence agreement LICENCE AGREEMENT In return for the payment of the agreed fee the purchaser is granted a licence by Lihoutech to use the HAZOP Manager computer program and ancillary software This licence will remain in effect in perpetuity unless automatically terminated by the failure of the purchaser to comply with any term or condition of this agreement The purchaser agrees upon such termination to return immediately all items supplied under this agreement and to destroy all copies of the software The purchase of this licence does not transfer any right title or interest in this software product except as specifically mentioned in this agreement The purchaser agrees that the software is protected by c
31. S file press OK and view the result 19 Open the combo box again AIt F then H Select ENGLISH HDS from the list to reinstate the previous headings and then press OK 20 Note that the date in the RESPOND BY field bottom right hand corner of the Entries window is now displayed in the format you chose in Step 4 of this exercise 21 Now close the EXAMPLE 1 file and reset the Date Format Alt S then D to its original value that original format would have been either dd MMM yyyy MMM dd yyyy or yyyy MMM dd according to the country in which you are located 22 Unless you wish to continue experimenting with Defaults you may close down the program The above exercise will have shown you how to set some basic program defaults and you will have seen the effect of changing Headings and Date Formats In the next tutorial we will start entering new data into the file 35 TUTORIAL 5 Adding Entries Multiple Actions Renumbering In this exercise we will be creating new entries in our data file If necessary start the HAZOP Manager program 2 Open the EXAMPLE data file Go to the Entries form by using the i toolbar button then jump to Node 3 0 using the toolbar button 3 From the Edit menu choose Load Macros and open EXAMPLE1 MAC In order to use text macros you don t have to view the Macros window but should you wish to you can do so by pressing the E button 4 We will now add an e
32. TOR DRAWINGS PRID Screw Compressor OGC 1001 675 1 Rev B1 DEVIATION CAUSE CONSEQUENCE F low Compressor capacity control Reduced pressure in V 40123 Prowde a Central Control ore malfunction upstream resulting in bow Room low pressure alarm from NPSH to Pump P 4096 taking pressure controller PC 4916 suction from that vessel with possible cavitation and damage MWN ACTION NO REF ASSIGNED TO RESPOND BY 2 M Anderson Process 21 MAR 2014 28 Now that you have learnt how to remove entry points that may not be required for a particular review restore the default layout as illustrated at the start of this tutorial You may do this by using the mouse and menu commands or by using only the keyboard as described below a Press Alt V the Alt key and the letter V together followed by F to show the Frequency box Press Alt V followed by C to show the Category boxes c Press Alt V followed by V to show the Severity and Risk boxes d Press Alt V followed by X then press 1 to show the SAFEGUARDS column e Finally press Alt V followed by A then press 1 to show the TYPE input box During the above steps involving the use of the View menu you may well have noticed that further commands were available in the Extra Columns and Action Codes items These allow you to configure the default Entry Form layout with additional columns and an additional Action Code input box Use the V
33. add a new entry 6 Press the button on the toolbar to display the Resource file again Then either from the Edit menu or by right clicking with the mouse in the Resource file select the Find option 7 In the Find dialog type in tools without the quotes and press the Find Next button Once the word tools has been located press Cancel 8 We should now be looking at the sentence Provision for safe lifting lowering of tools To transfer this sentence to the entry press the E toolbar button to select the current paragraph followed by the a toolbar button to transfer the paragraph to the entry This operation is illustrated on the next page 70 10 11 12 13 14 15 16 File Edit Help J Ge bel Eo GenRiskl haf PLANT SECTION 4 0 CHEMICAL STORA DRAWINGS Chemical Storage and Transfer Paid SSeis on Provision for sate hiting lowenng of tools CONCERN CAUSE CONSEC Provision for safe lifting lowering of tools a a F s ACTION NO REF ASSIGNED TO eC In the CAUSE column type Requirement for operator to carry tools whilst descending and ascending to from sump In the CONSEQUENCE column type Potential for operator to fall only one free hand to grip ladder Tab to the CATGRY field and type 1 to represent Personnel Injury Tab to the F Frequency field right click to display Frequency Codes and select
34. al alarm ja 2 Include in operating procedures the action to take upon initiation of such an alarm DATED 19 MAR 2014 A filter will be provided in the discharge from each pump as requested See attached copy of Design Change Schedule tem 23 REVIEWED 26 MAR 2014 AO FURTHER ACTION REQUIRED PLEASE RESPOND BY 11 APR 2014 Please report again as soon as the work has been completed ESTIMATED IMPACT COST GBP SCHEDULE days 53 10 11 12 13 14 15 Page forward to Action 17 and on the line below the response invoke the first macro press Alt 1 Locate Action 20 and do the same as in the previous step Our review has resulted in two responses being accepted Actions 17 and 20 with a further response being necessary for Action 16 We need therefore to print a new Action Sheet for 16 We could of course do that in the same manner as was employed in Tutorial 7 However if there were many such sheets to print printing them one at a time would be a very cumbersome process We will therefore adopt a more efficient approach Return to the Entry form using the fit toolbar button From the Analyse menu choose the Select command With the Field set to Response and the Operator set to contains position the caret in the Criterion box and press Alt 1 Now carefully use the Backspace key to delete all the text that follows the year 2014 The result should appear as illustrated below Pres
35. ase fm You may make up to three selections from the matrix above by double clicking the appoi cells Press OK to transfer your selections to the entry in the order indicated by the flags OK Cancel 12 Tab across to the ACTION column and type Relocate spectacle blinds inboard of pump isolation valves 37 13 14 15 16 17 18 Tab to the ASSIGNED TO column Then press Shift Alt 4 all three keys together The name D Matthews XYZ Process Systems will have been automatically typed into our ASSIGNED TO box Tab forward to the RESPOND BY entry point and type in the indicated format the date 21 MAR 2014 Finally in the action TYPE box input DC to indicate a Design Change GJ HAzoP M ee L Eile Edit View GoTo Record Analyse Utilities Window Help alx Oe ASTAS rve Annar Bev BB RBEAA SB ae NODE 30 OIL RETURN PUMPS P 57306A 8 AND RECYCLE UNES DRAWINGS P amp ID Screw Compressor OGC 1001 675 1 RevB1 DEVIATION CAUSE CONSEQUENCE SAFEGUARDS ACTION Isolate Spectacle blinds fitted Unable to swing Relocate spectacle NO upstream of pump blinds for blinds inboard of suction isolation maintenance of pump isolation valves valves standby pump without shutting down system 60 CATGRY 3 f J FREQUENCY 3 SEvRTY 1 RISK R ii ACTION NO REF ASSIGNED TO RESPOND BY TYPE 21 D Matthews XYZ Process Systems 21 MAR 2014 DC We have now completed our fi
36. ayed dialog and press OK We are now viewing Entry 23 Find ntry Nur smn Action Number Entry Number 2 Lo ca 24 10 11 12 13 14 15 Click on the fl button again and enter 16 but this time in the Action Number field of the displayed dialog Press OK and we are now viewing the entry containing Action 16 Use the Record menu Find Action or Entry option to go to Action 8 View the Response for this Action by clicking the Fal toolbar button The Response for Action 8 will be displayed FS Gide Edit View GoTo Record ilities Window Help D i amo she HW AF b Fi RRS A ee M ACTION NO REF ASSIGNED TO RESPOND BY TYPE 8 D Matthews WY Z Process Systems 21 MAR 2074 Ea p Spectacle blinds at this point on both Separators RESPONSE DATED 19 MAR 2014 Spectacle blinds will be provided as depicted on Revision B2 of the drawing A3 copy enclosed REVIEWED 25 MAR 2014 AC ACTION COMPLETED ESTIMATED IMPACT COST GBP 200 SCHEDULE days In the Response Form you may use many of the same techniques for navigation that you have already used when viewing the Entries Form The only difference is that you will be navigating through Actions and their Responses rather than individual Entries Try it use the isi and ti buttons to page backwards and forwards through the Action Responses Now select Find Action from the Record m
37. click on the appropriate file name in the Window menu To show both files at the same time choose Cascade from the Window menu Both files should now be shown in the main program window Rearrange them as in the illustration below important the input boxes for both files should never be totally obscured whichever file is currently in the foreground nager V7 0 Ele Edit View GoTo Utilities Window Help eE Ner ETJEN Oe iY 8S Ea a ee eg EXAMPLE HAZOP REPORT aet f ces PROJECT NO P 1234 SF PROJECT Fuel Gas System Upgrade DETALS Hazop Review of the Screw Type Gas Compressor to be installed as part of the extended Fuel Gas System This compressor wil be suppled by XYZ Process Systems MEETING DATES 3rd March D014 TEAM MEMBERS John Sm h Study Leader z Chris Shaw Satety Department Secretary Highlight the text EXAMPLE HAZOP REPORT in the first input box of the EXAMPLE file then copy it either by pressing the button on the toolbar or typing Ctrl C Now place the caret cursor in the corresponding field in the NEWSTUDY window and paste the copied text either by pressing the a button on the toolbar or typing Ctrl V 62 10 11 12 13 14 15 16 17 We can also move data around using Drag and Drop If you are unfamiliar with the technique of dragging and dropping find the Drag and Drop editing section of the Help fil
38. d either press the L toolbar button or select SIL Risk Graph Analysis from the Record menu ALT R then L The following dialog will be displayed SIL Risk Graph Analysis lt Select if necessary the Risk Graph and then the appropriate category for each of the 4 parameters below Click OK to transfer to the current entry Risk Graph Standard gph Consequence C PERSONNEL INJURY Ca Minor injury Cb Hospitalisation Occupancy E Cc Permanent disability one or two fatalities INA Cd Many fatalities Probability P Aig SBR Bane Cb gt GBP 50K GBP 500K Ce gt GBP 500K GBP 5M Demand Rate W cq gt GBP 5M w2 Pa ENVIRONMENTAL IMPACT SIL 2 PFD lt 1E 2 to gt 1E 3 _OK_ Cancel Press F1 to view the Help system s entry about SIL Analysis Once you have read this topic close the Help window Click on the Consequence dropdown list and select Cc to represent a considerable financial loss Occupancy is not relevant in terms of Financial Loss so choose N A from the Occupancy list Tab to the Probability list and select Pa then select W2 from the Demand Rate List The SIL is then calculated by the Program and appears in the SIL field at the bottom of the dialog To transfer this analysis to the current entry press OK Now tab to the EXPLANATION column and type the following text Financial Loss assumed as the major concern Signi
39. d find information held in various sections of the data file If you are not familiar with the sections of a data file you can refer to the previous tutorial 1 Start the HAZOP Manager program and wait for the title window to be closed 2 Click on the File Open toolbar button A standard File Open dialog will be displayed Locate and open EXAMPLE1 HDF 3 Click on the i toolbar button or Alt G followed by E The Entry Form will be displayed showing the first entry in the file Bini E File Edit View GoTo Record Analyse Utilities Window Help tell Deh Asn Ae the Hh 8 amp 7 Sv Bea al COMPRESSOR C 58301 SUCTION AND DISCHARGE THROUGH SEPARATOR PRID Screw Compressor OGC 1001 675 1 Rev B1 CONSEQUENCE SAFEGUARDS 1 Suction strainer Continued operation PAL 5924 upstream of Confirm that the blinded of the compressor strainer strainer housing is 2 Inlet valve V 5922 would result in a Compressor is designed for full closes vacuum in the suction capable of vacuum fine withstanding full Discharge vacuum operation temperature would rise and injection oil would heat up and accumulate in the compressor fa carGry ft a 2 FREQUENCY SEVATY f 1 2 RISK 2R fk BR ACTION NO REF ASSIGNED TO RESPOND BY TYPE 1 D Matthews XYZ Process Systems 21 MAR 2014 INF 4 Use the m and kil buttons to page forwards and backwards through the entries in the data file Then try using t
40. d method of distributing hard copy printed Action Sheets for handwritten completion the HAZOP Manager program can be used to generate Action Files in a format that can be read and updated by the ACTRSP EXE utility This utility which is freely distributable would be utilised by recipients to type their responses and then subsequently to create Response Files These latter files would be returned to the Study Secretary who would use them to automatically update the main study file If desired the Study Leader or Secretary may use this utility to open and scan but not alter the contents of the returned Response Files before they are read into the main study data file However the icon is also provided so that those persons may familiarise themselves with this utility program s operation before despatching it to third parties They will then be in a better position to advise and guide the recipients of Action Files as to how best to use this facility to generate their responses The HAZOP Manager s Help file describes the procedure for distributing actions and updating the data file with returned responses using this methodology menu option Help Help Topics type ActRsp in the Index tab double click on the ACTRSP EXE utility entry and read the two topics listed In addition the separate Help file that will be created on the first occasion that ACTRSP EXE is run on a computer will contain full details of the procedures to us
41. d that would normally be used for data input during a study meeting place the caret the blinking text entry cursor in the SAFEGUARDS column Now slowly press the Tab key three 3 times and then Shift Tab three 3 times You will see that in both the forward and backwards directions the hidden columns are displayed to allow the input of data without having to use the mouse You will have noted that the third column is entitled UNDEFINED HEADING and the additional Action Code entry box is entitled CD2 If you need to use these input points you would wish to give them a meaningful name and the general procedures for achieving that is described in Tutorial 12 Important In the remaining tutorials we will be using the EXAMPLE file in its default layout and therefore we need to revert to that layout with the two steps listed below This is necessary because for each individual data file the program saves the current configuration when that file is closed and we would not want any unnecessary additional input points to confuse the sequence of steps in those future tutorials You should therefore a Press Alt V followed by X then press 1 to show only the SAFEGUARDS column b Press Alt V followed by A then press 1 to hide the CD2 input box with only the TYPE input box being visible As with the Entry Form the Response Form can also be customised but to a much lesser extent Navigate to Action 8 and click the Fal toolbar but
42. dow Note also that there is a minimum in both the horizontal and vertical planes below which the program prevents re sizing Maximise the Entry form again using the appropriate button on the caption bar With small screens especially on notebook computers the text may appear too small to be easily readable From the View menu select Font Size and Weight and experiment with different settings until you find a combination that you are happy with 20 16 The top two lines on this form show abridged information from the Node Heading To view the Node Heading in full either use the al button or double click anywhere on the Node Heading information at the top of the form Press F1 and scan the topic displayed When finished close the Help system window and press Cancel on the Node Heading Form a HAZOP Manager V7 0 Example thf D Bile Edit View Golo Record Analyse Utilities Window Help Ce Seh 1S S OleW 2 S HL FF CPEs TA NODE 1 0 DATE REVIEWED Monday 03 March 2014 TEM COMPRESSOR C 58301 SUCTION AND DISCHARGE THROUGH SEPARATOR V 583064 B Gas at approximately 3 barg and 40 C ts routed wa a 100 micron suction strainer to an oil injected screw type compressor The discharge at 7 to 10 barg and at a temperature of 80 C is passed through two phase Separator V 58306 to remove entrained oil down to less than 0 1 micron with a residual carry over of about 2 ppm by weight The gas flows wa an after cooler X 51234
43. e Once you have read the topic close the Help window Highlight the text ABC Chemicals in EXAMPLE then drag it to the CLIENT field in our new file left click with the mouse on the highlighted text then move the mouse whilst holding the left button down Don t release mouse button just yet We want to copy rather than move the text so press the Ctrl key on your keyboard before releasing the button note the sign that appears Repeat steps 7 and 8 or just 10 if you prefer to drag and drop for each field on the Study Details form until you get to ACTIONS and ENTRIES Leave these numeric fields as they are Maximise the NEWSTUDY file using the button on its caption bar then go to the Keywords form by using the toolbar button or Alt G then K We now see an empty Keywords section From the Keywords menu choose the Load option Select the Detailed Study kys file and press OK The information on each of the tabs in the Keywords section of our file will now have been input automatically To gain a fuller appreciation of this feature press the context help K toolbar button and with the help cursor select the Load option just used When you have completed reading the topic close the Help window Go to the Entry form We will now practice the creation of new Node Headings ready for the forthcoming study Press the toolbar button with the yellow plus sign grouped with
44. e HAZOP Manager program and wait for the title window to close Open the EXAMPLE data file and go to the Entries form by using the i toolbar button 2 You will be inputting responses for Actions 16 17 and 20 that you created in Tutorial 5 and for which you print previewed Action Sheets in Tutorial 7 Locate therefore the entry for Action 16 using the Find Action or Entry command on the Record menu Alt R then F and then press the ral toolbar button to display the Response form 3 Type the date 19 MAR 2014 followed by the response A filter will be provided in the discharge from each pump as requested See attached copy of Design Change Schedule Item 23 ES File Edit View GoTo Record Utilities Window Help fa x Smo8 2 SO HW eS Be eS Se ACTION NO REF ASSIGNED TO RESPOND BY TYPE 16 1 D Matthews XYZ Process Systems 21 MAR 2014 EJ 1 Frovwde separate filters in the discharge of both pumps each fitted with a dP indicator and local alarm 2 Include in operating procedures the action to take upon initiation of such an alarm DATED 19 MAR 2014 A filter will be provided in the disc harge from each pump as requested See attached copy of Design Change schedule Item 23 ESTIMATED IMPACT COST GBP SCHEDULE days 52 Page forward to the next action number 17 type the date 24 MAR 2014 and then the response Alarm response included in Section 5 3 of Operating Manual copy of
45. e such operations For this reason any attempt to run the installation program by a user who is not logged on with full System Administrator privileges will be blocked Similarly if later the program needs to be Repaired Modified or Removed a System Administrator must also undertake this task Local vs Remote Installation As part of the installation procedure the Windows Registry will be automatically updated as mentioned above The Setup program will update these files for the computer on which it is currently being run Problems may arise therefore if a Network Administrator sitting at a remote computer attempts to use the setup procedure as a vehicle for just transferring files to a directory on a workstation The possibility then exists that the system files on that workstation will not be correctly updated and the HAZOP Manager program will not run With this in mind it might be better to undertake installations whilst sitting in front of the target machine INSTALLING THE SOFTWARE Place the installation CD in your CD ROM drive a menu of installation options as illustrated below should be displayed within approximately 15 to 20 seconds If this auto run facility fails or is disabled on your computer use Windows File Explorer to run Launch exe on the CD Lihoutech z Selecting this option will launch the HAZOP Manager V7 0 I installShield Wizard tor HAZOP Manager V7 0 Follow the instructions o
46. e with that utility However if questions arise that are not covered either in the HAZOP Manager or ACTRSP programs Help files please contact us We would be happy to discuss any point that requires clarification 1 OPERATING GUIDELINES The Help System The guidelines and instructions for the HAZOP Manager program are contained in an extremely comprehensive on line Help system The following sections will explain how you can most effectively use that Help system which in many ways will be far superior to having to continually search through many pages of printed documentation Before we commence this exploratory exercise you should start the HAZOP Manager program and wait until the main window is displayed Exploring the Help System The Table of Contents L Begin by selecting the Help menu and the Help Topics option The window displayed will show the Table of Contents along with the first topic Each entry in the left hand pane represents a chapter Open the third and fourth chapters entitled How to use the HAZOP Manager program and Program defaults and resources by clicking the plus sign next to their book icons 7 Action follow up and Review k led Summary Q Program defauts and resources i Setting the focmat of Dates 1 Choosing a Headings Languag 1 7 Customized Headings Files T Choosing a Main Spelling Dicti 7 Setting the Brainstonm Causes 7 Changing Text Macro Hotke
47. ed DESkey Try plugging the program key into another USB port on the computer concerned and start the program again If that fails try running the program using the same device on another computer If the same problem still occurs contact Lihoutech DESkey Device Driver not found Install and restart program Note the difference in wording to the message above This indicates that either the required driver software see page 5 has not been installed or the installation of this software has failed If the latter you should contact Lihoutech for technical assistance Decryption failed Please check your DESkey This could indicate either a malfunctioning device or a problem with the driver installation Try un installing and then re installing the DESkey drivers and if the problem persists contact Lihoutech e You do not have authorisation to run this program This almost certainly indicates that you are attempting to run the program with a DESkey supplied with a previous version of the HAZOP Manager software You will need to either update the device with the utility software provided for this purpose or alternatively contact Lihoutech to order a program upgrade e No Servers could be found This message will only be displayed if your DESkey driver installation has been configured to access a multi user device located remotely on a network server Almost invariably this will indicate that all program licences are currently in use H
48. ee that it contains the text TTAF Transferred to Microsoft Word 04 MAR 2014 This indicates that this action has already been transferred to an Action Document 3 Page forward to the next action which was assigned to M Anderson There is no text in this response so this action has not yet been output to an Action Document If you continue to page forward you will note that all of D Matthews actions have been dealt with but files still need to be created for the other three persons to whom actions were assigned List of iecpesnts Duiput file foma Lingheton VF Procees Syatenns Word Document M Anderton Process Ciment Ford Arial 10 Pod Select Document Font Aucdciticervad poss kyyout iie Not requred Optons FF Header EdtHeader T Action pact recodrg Add bo Footer M Inchydie Action Codes obon File open vith AciRisp ee Crtena for Further Achons To be uted ONLY if responses have been oemed and reviewed and further achon is eequined impii cilena wi ALWAYS be Tesponce includes ADS as wal at Responte exchides ACT Recponse niches the bolovan bed eg REVIEWED 25 MAR 2018 J Create Action Fia Friched 56 From the File menu select the Create Action Files command Press Yes on the message suggesting that you take a back up before proceeding The Create Action Files dialog will be displayed as illustrated on the previous page Se
49. enu Alt R then F or press the al toolbar button In the dialog displayed type 23 and press OK As you will have discovered there is no such Action number Press Cancel or change the 23 to 16 and press OK Make a mental note of the way in which the date is displayed in the small box entitled DATED We will experiment with date formats in a later exercise 25 16 Unless you wish to practice further you may now close the EXAMPLE file Alt F then C Should you have had enough for one session you may also close down the program AIt F then X Of course for either or both of these operations you may click on the appropriate buttons on the caption bars This exercise will have introduced you to the methods involved in navigating through information held within certain sections of a data file At this stage you should feel reasonably confident about opening and viewing such a file knowing with a fair degree of certainty what to expect when you press one of the toolbar buttons or invoke one of the menu options that we have used If you wish to practice what we have been doing so far by all means do so However do not make any changes to the file at this stage we will commence that in Tutorial 5 26 TUTORIAL 3 Configuring the Entry and Response Forms On the Entry and Response Forms that we have seen in the previous two tutorials there are fields or input boxes that do not always need to be displayed Conversely th
50. ere are also fields extra columns and input boxes that can be added to the default layout that we have been viewing previously This tutorial will show you how to display and hide data that might or might not be necessary for a particular study 1 Start the HAZOP Manager program open the EXAMPLE1 HDF file and go to the Entries section Navigate to Entry 5 You should now be viewing the entry shown below T File Edit View GoTo Record Analyse Utilities Window Help a x Osh ASFA rve Cf 279 BYY BB MMA a ei 1 0 COMPRESSOR C 58301 SUCTION AND DISCHARGE THROUGH SEPARATOR PAID Screw Compressor OGC 1001 675 1 Rev B1 CAUSE CONSEQUENCE SAFEGUARDS Compressor capacity Reduced pressure in PAL 4845 on the local Provide a Central control malfunction V 40123 upstream panel Control Room low resulting in low NPSH pressure alarm from to Pump P 4098 pressure controller taking suction from PC 4916 that vessel with possible cavitation and damage 5 CATGRY 2 NON FREQUENCY 2 SEvrTy 2 Risk PR f ACTION NO REF ASSIGNED TO RESPOND BY TYPE 2 M Anderson Process 21 MAR 2014 DC 2 Notice that beneath the blue Entry Number 5 on the left of the form there is a field displaying the text N N This indicates that a NOTE has been attached to this entry To view the note double click the blue text or select Notes from the Record menu In the dialog displayed illustrated on the following
51. ey are no longer required use the separate entry in Control Panel s Add Remove Programs list entitled DK2 DESkey Drivers As mentioned above a System Administrator will need to accomplish that task THE DESkey SOFTWARE PROTECTION DEVICE Before running the HAZOP Manager program you should ensure that the DESkey software is installed see the section on DESkey DK2 Driver installation on page 5 and that the device is fitted to the appropriate hardware port When starting the program two messages will be very briefly displayed Checking Security followed by Loading Application Providing the conditions described in the above paragraph are fulfilled the program s main window should then be opened In the very unlikely event that a problem occurs during this phase of program loading one of the following error messages will be displayed DESkey not found Insert DESkey and restart program This indicates that the security software cannot locate the DESkey One potential reason for this message to be displayed is that your DESkey Driver software is not compatible with your Windows operating system This could be the case if having successfully run the program in the past you have now upgraded to a new version of Windows If this appears to be the cause of the problem you will need to contact Lihoutech for technical assistance The other reason for this error to occur is either a malfunctioning USB port or a damag
52. ficant aspect would be penalties incurred because of inability to supply Finally let us assign an Action to F Smith Control amp Instrumentation to Confirm that the SIF meets the criteria for a SIL 2 application Ask that she responds by 12 SEP 2014 Your completed entry should appear as illustrated on the next page 76 E HAZOP Manager V7 0 SIL Analysis hd Tos l E file Edt View GoTo Record Analyse Utilities Window Help a x AGAAT 0 BERS Bae ae NODE 1 0 GAS CONDITIONING SYSTEMS DRAWINGS P amp ID Glycol Contactor 345 A3 568 RT Rev D HAZARD PROTECTION SILANALYSIS EXPLANATION ACTION High pressure gas Consequence C Financial Loss Confirm that the breakthrough Cc assumed as the SIF meets the from contactor to Occupancy F major concern criteria fora SIL 2 Regeneration WA Significant aspect application Systems caused Probability P would be by LC V 456 Pa penalties incurred sticking open Demand Rate W because of We inability to supply SIL 2 PFD lt 1E 2 to gt 1E 3 xs I ACTION NO REF ASSIGNED TO By choosing to create our data file with the Other Study Type and loading into it our modified headings we have created a file suitable for recording a SIL Analysis For an alternative set of suggested headings for SIL Analysis you could refer to the Help system You should by now have an understanding of the flexibility that modifying headin
53. g illustrated on the previous page For each Full Installation you will need to subsequently install the DESkey DK2 Drivers on the computer concerned The Setup routine does however have the facility to install certain program files executables and dynamic link libraries to a network server such that future updates to such files would only need to be carried out in one location This is the Network Server option in the abovementioned dialog The basic DESkey DK2 Drivers should not be installed on this server A Network Server installation must be followed by one or more Workstation installations These will create registry entries and shortcut icons and copy user files to each workstation on which the HAZOP Manager program will be used Following each Workstation installation you will need to install the DESkey DK2 drivers on that workstation If you choose the Full Installation you will subsequently be given the option to install certain program files in a read only folder and other user files in a folder with full read write permissions This is discussed in the section that follows Choosing the location of User Files The program utilises and creates many files that are editable and which in most circumstances must be accessible to all users of the software These are for example Data files Keywords Resources Headings Macros Causes and Failure Rate databases etc hereafter referred to as User
54. g the i toolbar button Ensure that you are on that first entry in the file if the file has just been opened you will be positioned on that first entry 2 We will now undertake a very simple exercise in finding and replacing text within our data file Assume that at the end of the study meeting our attention is belatedly drawn to the fact that the name A Temple which we have been inputting into the ASSIGNED TO box should in fact be A Templar Rather than paging through the entire file to find and correct each error we will use the Find text facility to speed up this operation 3 Ciickon the Ml toolbar bution Grp Alu E then P he ind Examplel hdf dialog will be displayed In the Find what edit box input Temple without the quotes I Match whole word only Direction 7 Match case Abie 4 Click on the Find Next button and the first occurrence of the name will be highlighted 5 Manually edit Temple to Templar Then highlight the edited name and press Ctrl C to copy it to the clipboard ensure that only the name is highlighted not including the space before and or after Instead of Ctrl C we could instead use the toolbar button 6 Now press the Find Next button again and automatically insert the correct name by immediately pressing Ctrl V or using the toolbar button Repeat this operation until you get the message 43 10 11 12 Searched t
55. g this file in a word processor QUIT IMMEDIATELY WITHOUT SAVING This is a text only file and should only be opened with the editing facility incorporated within the HAZOP Manager software menu option Utilities then Edit Headings File of alternatively with the Windows Notepad program or similar text editing utility Please do NOT edit or change this explanatory text The characteris special it indicates to the software that everything to the rightis a comment not to be used by the program Vou will see that all of this text has such a character on the left margin Similarly each word or phrase below in the main part of this file is IMMEDIATELY followed by a Hit was not then any intervening spaces would be included as part of the word and that might well cause problems The T characteris different from an exclamation mark On English keyboards itis found above the backslash so Shift with that key will type a mm 4 Press F1 to display the Help file and read the section on Customised Headings Files Close the Help window then read the introductory text in the English hds file before progressing 66 10 Because we don t wish our modifications to be saved in the default headings file from the File menu choose Save As and name the file GenRisk1 this step is important do it now because it is easy to forget if perhaps you are later prompted to save when closi
56. gs files can provide in terms of the numerous types of study that can be carried out using the HAZOP Manager software TT TUTORIALS Summary With the series of tutorials in the previous pages you will have used the more significant features and facilities within the HAZOP Manager program More importantly we trust that you will now be confident enough to explore and practice on your own not only the operations already covered but those that have not even been touched upon During the course of the exercises on many occasions you will have seen menu options that have not so far been used and perhaps wondered what their purpose was and how they actually operated Now is the time to find out because it 1s important to know how you can get the most out of the software Such information might prove to be extremely useful if for example in the middle of a study meeting you need to copy a series of entries from one Node to another Utilities Copy Entry Remember that there are two sources of Help The on line variety provided by the Help system you have already extensively used and by now you should be able to locate any subject covered within that system However if a search of the Help file does not produce the answer you are seeking you may always telephone or e mail us with your query We cannot promise that we will always solve the problem However experience has shown that sometimes seemingly intractable predicaments can be re
57. he Ctrl PgDn and Ctrl PgUp keys to achieve the same result As you page through the file note that from time to time the Node Heading information at the top will change In other words each Node contains many entries 23 Page backwards until you are on the first entry again EXAMPLE is a relatively small data file Getting to a specified position within this file by paging through entry by entry is tedious enough imagine what it would be like with a much larger file With this in mind we will explore quicker means of traversing through entries Click on the button Double click on Node 3 0 in the displayed list or enter 3 0 in Destination Node box and press OK You will see that we have immediately jumped to the first entry in Node 3 0 As described in the guidance text we can also jump to a particular keyword or keyword combination section within a Node The required Node may be entered above or alhematreely elected from lhe ree Ed below H appropiate expand entier to go to a keyword connbenation E 1 0 COMPRESSOR C 59301 SUCTION AND DISCHARGE THROUGH SE 2 0 V 5S8306A 8 OIL GAS SEPARATORS Click on the i button Use the Previous and Next buttons on the Heading Form displayed to move from heading to heading Display the heading for Node 1 0 and press OK We are back on the first entry again Click on the a button or Alt R then F enter 23 in the Entry Number field of the displ
58. he results of our review and requesting a further response in the box provided Close the Print Preview window 18 Finally reinstate our full file with the Undo all selections command from the Analyse menu This short tutorial is only an introduction to the subject of action follow up Further explanation and guidance is given in the Help system You should refer initially to the Action follow up and Review Meetings in the chapter entitled How to use the HAZOP Manager program More importantly in the Action follow up chapter the topics Monitoring the progress of Actions as well as Review Meetings and Further Actions should be studied to gain a more comprehensive understanding of the methods that you can adopt 55 TUTORIAL 9 Distributing Actions Electronically Having learnt how to print and distribute Action Sheets in Tutorial 7 and how to manually input and review responses in Tutorial 8 we will now explore the methods you can use to distribute actions electronically in the form of Microsoft Word documents 1 If necessary start the HAZOP Manager program and wait for the title window to close Instead of using the EXAMPLE data file for this exercise you should open the WORDACTS HDF data file Then use the i toolbar button to go to the Entries section 2 Press the ral toolbar button to display the Response section of the first entry which has an action assigned to D Matthews You will s
59. ht click to bring up the Severity Matrix Double click to select the cell that contains the text Permanent disability perhaps one fatality Press OK in the Severity Matrix so that the Hazard Category and Severity codes can be transferred to the entry In the F Frequency field right click to display Frequency Codes and select 3 Once per year In the SAFEGUARDS column type General maintenance procedures require verification of electrical isolation The effect of the safeguards is to reduce the frequency of this sequence of events so in the F Frequency field below the SAFEGUARDS column type 2 and in the S Severity field below the SAFEGUARDS column type 3 In the ACTION column type Include in procedures comprehensive details for ensuring electrical isolation of these particular pumps panels Since this would serve to reduce the frequency of this hazardous event but not the severity in the F Frequency field below the ACTION column type 1 and in the S Severity field below the ACTION column type 3 as before In the ASSIGNED TO field type L Burrows Operations in the RESPOND BY box press F9 Function Key 9 to repeat the date 22 AUG 2014 and finally type O amp M in the TYPE box to indicate an update to the Operations amp Maintenance Manual In this tutorial we have employed an alternative Risk Assessment method and used a Resource file to prompt input
60. iew menu as before to show those additional entry points using your mouse or alternatively the keys Alt V then X followed by 3 and Alt V then A followed by 2 The layout of the Entry Form should now be as illustrated below TD ple Edit View GoTo Record Analyse Utilities Window Help laxi Osh Asians ste FU 8 BS BEES ae NODE COMPRESSOR C 56301 SUCTION AND DISCHARGE THROUGH SEPARATOR DRAWINGS PRID Screw Compressor OGC 1001 675 1 Rev B1 DEVIATION CAUSE CONSEQUENCE SAFEGUARDS F low Compressor capacity Reduced pressure in PAL4G45 onthe local Prowde a Central ore control malfunction V 40123 upstream panel Control Room low resulting in low NPSH pressure alarm from to Pump P4093 pressure controller taking suction from PC4916 that vessel with possible cavitation and damage a carer z um Frequency severe ma a SK RE ACTIONNO REF ASSIGNED TO RESPOND BY TYPE CO2 2 MAnderson Process i amran oce Cf 29 10 11 12 During the above operation a message box will have been displayed that drew your attention to the scroll bar at the bottom of the SAFEGUARDS column For a more detailed explanation press Alt V then X followed by F1 Function Key 1 used to invoke context sensitive Help Read the Help topic in the right hand pane When finished close the Help window You may use the above mentioned scroll bar to view the additional columns However to practice the metho
61. ified headings that we have just generated From the File menu select New ALT F then N or press the O button on the toolbar 67 11 12 13 14 15 16 In the Create new Study Data File dialog name the file GenRisk1 then press the Create button The New File Options dialog will be displayed New File Options r Study Type Detaded using both Primary and Secondary keywords C Conceptual using only Primary keywords Other PHA Whati SIL analysie ete not using keywords Hazard Category Frequency Seventy and Risk codes C Thee Hazard Catagories all codes avaluated for Consequence w One Hazard Category codes re evaluated lor Salequards and Action Note You may telecine remove thease code entry boret afber the hile it created Headings File Engish hds Engish hds E Password protect fle French hds locaton of passwords H G aman hd Haald hds Password for entrwedting aban hds Password for anty ading of Responses In this dialog select the Other Study Type option the One Hazard Category option and from the Headings File list select GenRisk1 hds This operation is illustrated above Press F1 to display Help for this dialog and using the blue hyperlink navigate to the Alternative Risk Assessment Methods topic Once you have read this close the Help system and press OK to create the file At the top of the Study Detai
62. ile right click select Copy right click and select Paste At the end of the tutorials you can then delete the original file and rename the copy EXAMPLE1 HDF Do the same for the WORDACTS file mentioned above 17 TUTORIAL 1 The Sections of a Data File This tutorial presents the five main sections of a data file Study Details Keywords and Codes Entries Node Headings and finally Action Responses You will learn how to easily navigate between them No additions or modifications will be made at this stage 1 Start the HAZOP Manager program and wait for the title window to be closed 2 Position the mouse cursor over the a toolbar button Do not click the mouse button Note the Tooltip that appears explaining that this is the Open File button If you are unfamiliar with tooltips try pausing with the mouse cursor on other toolbar buttons 3 Click on the above File Open toolbar button A standard File Open dialog will be displayed Locate and open the EXAMPLE1 HDF entry 4 The Study Details Form will be displayed Scroll the form using the mouse and the scroll bar You will see that the information entered on this form is mostly self explanatory We gi EXAMPLE HAZOP REPORT CLIENT ABC Chemicals PROJECT NO P 1234 5F PROJECT Fuel Gas System Upgrade DETAILS Hazop Review ofthe Screw Type Gas Compressor to be installed a5 part of the extended Fuel Gas System This compressor will be supplied b
63. ise above we selected entries on the simple criteria that their Response section was empty If we distribute actions electronically we would need to employ different criteria This topic explains the procedure to adopt in detail particularly in relation to the TTAF flag that is used by the program and also how to select only those actions for which responses are overdue 46 The above short analysis exercise has served as an introduction to this feature of the program As mentioned it has been somewhat contrived as the EXAMPLE I file is relatively small In addition this file contains data applicable to a late stage in a Hazop Study when many responses have been received and a series of review meetings carried out Notwithstanding the above limitations you should now feel reasonably confident in your ability to extract information and operate upon a sub set of your data file You may of course conduct further exercises of your own to experiment with different Fields Operators and Criteria However the point to bear in mind is that this facility which is so simple to use can significantly ease the burden of controlling action follow up and management reporting 47 TUTORIAL 7 Printing Reports In this exercise you will print the type of reports that need to be produced at the end of a study meeting If possible you should ensure that a printer is attached to your computer 1 If necessary start the HAZOP Manager program a
64. lect tick the Header option If a message Incomplete Header details is displayed press the Edit Header button input your Company s name and press OK In the List of recipients highlight A Temple Operations Then press the Create Action File button Microsoft Word will be started Press OK on the message warning you not to touch the keyboard or click the mouse You will then see A Temple s actions being automatically transferred to a Word document as illustrated below A lempe 1 d0cx MICrOSOTT wora Yi T I a BZ U abex x 4 Paste ets Quick Change Editing t J Y Ale Age A D X Styles Styles z Clipboard T Font t Styles HAZOP STUDY ACTION AND RESPONSE SHEET KETC Kempe Opeions EO MEETING DATES Monday 03 March 2014 DRAWINGS AND DOCUMENTS PRID Screw Compressor 0GC 1001 675 1 Rev Bi TEM Node 1 0 COMPRESSOR C 48301 SUCTION AND DISCHARGE THROUGH SEPARATOR VARIIGAS CAUSE seata Ne Ierigck pypiem on d way valve in deechange ine prevents kkunin of Compressor from beth i CONSEQUENCE HAZARD CATEGORY 3 RISK BR Unable 10 catty out Speedy compressor change ACTION Provide detaded instryctions as to how this i to be accomplished without gas freeing the entire compressor System RESPONSE Action 7 DATED ad il Page 1of 7 Words 1 1 073 GB Ao sm ox C 0 57 10 11 12 13 14 15 At the end of the
65. lect the No keyword 36 8 Type in the CAUSE column Spectacle blinds fitted upstream of pump suction isolation valves 9 In the FREQUENCY box enter 3 or right click and choose 3 Once per year from the list that is displayed note the tooltips that appear if you pause the mouse over either this input box or its descriptor 0 Once per 1000 years 1 Once per 100 years 2 Once per 10 years 4 Once per month Select one of the codes listed above then press OF to transfer it to the entry 10 Type in the CONSEQUENCE column Unable to swing blinds for maintenance of standby pump without shutting down system 11 In the first CATGRY box input a 3 and in the first SEVRTY box input a l This indicates that the consequences entail an Appreciable Production Loss Alternatively right click in either box to show the Severity Matrix press F1 at this point for guidance on how to use the Severity Matrix double click the cell that indicates Appreciable Production Loss Up to half a day and press OK 1 2 Minor Appreciable Major Sevens 1 Minor first aid Lost time accident Injunes or illness Permanent Personne Injury required reguirimg disability perhaps hospitalisation one fatality 2 FO 5000 5001 50 000 50 001 500 000 500 004 Equipment 5 000 000 Damage 3 Less than one hour One to fve days Many weeks Production significant loss to Loss customer b
66. lect the Other study type and select SILHeads hds not to be confused with SIL_5 hds or SIL_6 hds from the list of available Headings Files Press OK to create the file At the top of the Study Details section displayed type in the title SIL ANALYSIS REPORT Leave the rest of the fields blank to save time Go straight to the Entries section of the file ALT G then E Notice the new column headings that have been loaded from our SILHeads file We don t need Frequencies Categories Severities or an Action Code for this type of study so we should hide them To do this click on the View menu and uncheck Frequency Category and Severity then select Action Codes and set it to 0 None Before we can start entering our analysis we must first create a Node Press the button on the toolbar to bring up the New Heading form In the NODE field type 1 0 in the ITEM field type GAS CONDITIONING SYSTEMS and in the DRAWINGS AND DOCUMENTS field type P amp ID Glycol Contactor 345 A3 568 RT Rev D Press OK to save the new Node heading to the file Press the ital button to add a new record Then in the HAZARD column type High pressure gas breakthrough from contactor to Regeneration Systems caused by LCV 456 sticking open 75 ie 18 19 20 2h 22 23 24 In the PROTECTION column type LAL 457 LALL 458 Tab to the SIL ANALYSIS column an
67. ls section displayed type in the title GENERAL RISK ASSESSMENT REPORT Leave the rest of the fields blank to save time Go to the Keywords section of the file ALT G then K and load the HazId Study kys keywords file ALT K then L Go to the Entries section of the file ALT G then E Notice that rather than DEVIATION being the first column it is now called CONCERN Similarly where we used to see the heading NODE we now see PLANT SECTION This is a result of us using our modified headings file Notice also that because we chose the One Hazard Category Risk Assessment method when we created the file Frequencies and Severities appear beneath the Consequence Safeguards and Action columns 68 if 18 Before we can start entering our study data we must first create at least one Node so press the A button on the toolbar to bring up the New Heading form In the PLANT SECTION field type 1 0 in the ITEM field type CHEMICAL STORAGE AND TRANSFER and in the DRAWINGS AND DOCUMENTS field type Chemical Storage and Transfer P amp ID 060 33 T D0002 Rev 3 Press OK to save the new heading to the file Having selected the Other study type option and having modified and loaded the GenRisk1 headings file in this exercise you have produced a data file that is formatted for the recording of a General Risk Assessment Armed with this basic understanding that choosing different file layout opti
68. m 6 Note that another page listed is Defining relevant Keyword combinations Open double click that as well to learn more about how this feature may help when applying keywords in a study meeting 7 Bear in mind that you may use this Search facility with wildcard characters these being and If for example you input the search term fl topics that included the word flow as well as flag would be listed both are four characters long The search term fl would result in topics that included flow flag flexible flexibility etc being included the indicates any number of characters Exploring the Help System Summary So far we have been using the Help system much as one would refer to a printed manual and the increase in flexibility and speed we hope is obvious If time permits you should at least open each chapter in the Contents tab making a mental note of the page headings It would be very tedious to fully read each individual page but by scanning only the topic headings you will obtain a basic appreciation of the facilities that are available within the program Later when you wish to undertake some seldom used procedure such as copying an entire entry you will know that there is a quick way to achieve this because you will remember seeing some time ago a topic heading dealing with that subject You can then use the features of the Help system to obtain a
69. n screen to ee ene choose the type of installation required and the location of program and user files DESkey Network Server Drivers Remember before running the program the DESkey DK2 Drivers must be installed and the DESkey device located in the appropriate hardware port either on your machine ora designated server As shown in the illustration above there are three options relating to the installation of the software e HAZOP Manager V7 0 Pressing this button will launch the setup routine for the program s installation This option must of course be selected for all installations e DESkey DK2 Drivers The software is protected by a DESkey DK2 USB program key dongle Pressing this button will launch the setup routine for installing the necessary drivers and DLLs on the target computer This option must be selected for all installations e DESkey Network Server Drivers As mentioned above the program is protected by a DESkey DK2 device In most circumstances this would be plugged directly into the computer currently running the HAZOP Manager program It is possible however to have a DK2 encoded with multiple program licences such that a single device will permit the simultaneous running of multiple copies of the software up to the licence count In this case the DK2 will need to be plugged into a network server accessible to all workstations on which both the program and the basic DESkey DK2 dri
70. nd wait for the title window to close Open the EXAMPLE data file 2 From the File menu select Print Minutes Worksheets The Print Options Minutes Worksheets dialog will be displayed Press F1 to display the help topic that will explain the function of the various options contained within this dialog When you have finished reading the topic close the Help window Print Options Minutes HP LJ 400 Colour M451 PCL 6 on USB001 M Header Add to Footer Change Printer Properties 1 Start each Node on new page Portrait C Landscape lq 2 Entry Numbers 3 Action Codes a lt 4 Action Responses Page Numbers Start number fi Print Preview Select Printer Font Print to v Current Printer Font Arial 10 Point a 4 OK e Teran 4 Select the printer font if necessary Select the Header option Ifa message is displayed stating Incomplete Header details press the Edit Header button Input your Company s name in the displayed dialog Press F1 and the Help topic will explain that this company name will be printed in future on all types of report and for all data files for which you specify a header Close the Help window and press OK to close the Page Header dialog 5 Press the Add to Footer button On the dialog displayed input the text Issued 10 May 2014 Press Fl and the Help topic will explain that this f
71. ng the file Following the introductory text at the beginning of the file are the headings themselves The first one we need to modify is the DEVIATION heading Scroll down the file until you see the word DEVIATION followed by a pipe P symbol Change DEVIATION to CONCERN without the quotes Make sure the pipe symbol is still present Immediately below this line is the Deviation heading note the difference in type case This also needs to be modified Change the word Deviation to Concern without the quotes Make sure the pipe symbol is still present This part of the file should appear as shown below Entry Number Analysis window CONCERN Entry window Print Minutes Analysis Concern Analysis window CAUSE Entry window Print Minutes etc Now locate the heading NODE and replace it with PLANT SECTION Replace Hazop Node with Plant Section Replace Node Number and Item with Plant Section and Item Hint scroll to the top of the file click anywhere on the first few lines use Find from the Edit menu to locate the text Node and pressing the Find Next three times will take you to those three headings Save the modified Headings file using the Save option from the File menu or by pressing the I button on the toolbar Then close the headings file Now we need to create a new data file that will incorporate the mod
72. ntry to Node 3 0 Press the Ea toolbar button This is the one with the turquoise blue plus sign Note the difference and the placement of this button compared to that containing the yellow plus sign The button with the turquoise sign is grouped with those for Previous and Next entry whereas the one with the yellow plus sign for adding a new Node Heading is grouped with those relating to moving from Node to Node 5 The Primary Keywords dialog will be displayed Before we actually select a keyword experiment with the various means by which this can be achieved Type the letter p followed by T L and then d if two keywords begin with the same letter typing that letter twice will highlight the second one Then try typing 01 followed by 05 Num Lock must be enabled At any stage during these key operations we could have pressed lt Enter gt to transfer the word into the DEVIATION column 6 The final method of selecting a keyword is by the use of the mouse Double click on the word Isolate 7 The Secondary Keywords will be displayed You will note that most keywords are displayed in a red font Press F1 select the hypertext link for Add Entry and in the lower half of that topic page you will see another hypertext link entitled Defining relevant Keyword combinations Click on that link to read an explanation of why and how such combinations may be defined When finished close the Help window and se
73. o SIL ANALYSIS Consequence to SIL Analysis SAFEGUARDS to EXPLANATION Safeguards to Explanation The section of the file that you have modified should appear as illustrated below SiLHeads hds Entry Number HAZARD Hazard PROTECTION Protection CAUSES SIL ANALYSIS SIL Analysis EXPLANATION Explanation y 5 Slo ele Analysis window Entry window Print Minutes Analysis Analysis window Entry window Print Minutes Action Sheets Analysis Analysis window Brainstorm Dialog Entry window Print Minutes Action Sheets Analysis Analysis window Entry window Print Minutes Action Sheets Analysis Analysis window 74 10 11 pA 13 14 15 16 Save the modified Headings file using the Save option from the File menu or by pressing the i button on the toolbar Then close the headings file Now let us look at one of the resource files used during SIL Analysis From the Utilities menu select Edit Resource File and choose SIL C res from the dialog displayed You should see a text file containing guidance on how to choose Consequence categories during SIL Analysis You could edit this file to take account of your company s specific guidelines However that is not part of this exercise so simply close the SIL C res file Create a new data file CTRL N called SIL Analysis1 hdf In the New File Options dialog se
74. o last entry Then press the Cancel button on the Find dialog In the above short exercise we have corrected a series of errors in our data file using the most accurate method Before each correction we have had the opportunity to visually check that the text found is what was actually intended For example suppose we wished to change the Action Assignee s name Mate which should have been spelt Mait When the word materials is found we could skip that rather than changing it to matitrials Even though it is recommended that the most accurate method of replacing text is as described above the program does have the facility to replace text automatically Select menu option Edit then Replace or input AIt E then E The dialog illustrated below will be displayed Click on the Help button or press F1 and read the topic paying particular attention to the sections entitled The Replace All option as well as Match whole words only We will use this Replace facility to undo the changes we have just made In the Find what input box change Temple the last word we asked to program to find to Templar In the Replace with box type Temple The result should be as illustrated above Press the Replace All button The program will notify us that 8 occurrences have been found and replaced Press the Cancel button to close the dialog We now turn to a potentially much more usef
75. on CD ROM The default password to access the functionality of the Network Server Remote Monitor utility is mentioned on page 5 of that document This password should be changed as soon as possible as all users of the HAZOP Manager program will be able to access this utility on their workstations This allows them to check who is currently using the software but it would be undesirable if they could also then use that default password to for example abruptly terminate another person s use of the program RUNNING THE HAZOP Manager PROGRAM The software is protected by means of a DESkey DK2 USB security device You should ensure that the DESkey software has been installed and that the device is fitted to the appropriate port before attempting to run the program see the DESkey section on page 9 of this guide Then click on the Start button on your taskbar highlight the Programs folder open highlight the HAZOP Manager V7 0 sub folder and then click on the HAZOP Manager V7 0 Program entry On the first occasion the software is run it will register the Hazop Data File extension hdf with the Windows system Thereafter you may also double click on a data file within Windows File Explorer to launch the program REPAIRING MODIFYING OR REMOVING THE PROGRAM During the setup of the HAZOP Manager program a Change Remove facility will have been registered within the Add Remove Programs icon in the Control Panel Such
76. ons and modifying headings files can be used to accommodate a range of different reviews you will now be able to create customised data files for differing types of study 69 TUTORIAL 12 Resource Files Alternative Risk Assessment In this tutorial we will be using a Resource file to help with a General Risk Assessment Study In addition to this an alternative risk assessment method will be demonstrated We will need to use the data file created in Tutorial 11 so if you have not yet completed that tutorial please do so before commencing this exercise 1 If necessary start the HAZOP Manager program and wait for the title window to close 2 Before we start creating entries select the Edit Resource File option from the Utilities menu and Open the Risk Assessment res file Press Fl and read the help topic displayed When finished close the Help window and then close Risk Assessment res 3 Open the GenRisk1 hdf data file and navigate to the Entries form From the View menu select Resource File and in the standard dialog displayed open Risk Assessment res again 5 Risk Assessment res will now appear in a blue window on top of the current entry Notice also the new buttons that have been added to the right hand end of the toolbar jf These will be used to transfer data from the Resource file to the current entry Click anywhere on the data file window and press the l button to
77. ooter text if saved will apply only to this data file 48 10 11 12 13 14 15 and only to the current type of report being generated in this case the Minutes Worksheets Close the Help window press OK on the Page Footer dialog and then press the Yes button when asked whether the footer text should be saved Page Footer Minutes Wor sheets jamn j Data File Example hdi x litued 10 Map 2014 DE Cancel Select the Page Numbers as well as the 4 Action Responses options Other selections in the Printer and Print Options groups can be left in their default state We will initially preview our entire report Check the Print Preview option and then press OK In the preview window use the Zoom In Next Page and Prev Page buttons to scan your report When finished press the Close button to return to our data file If Microsoft Word is installed on your computer you may export the report you have just previewed to a Word document Otherwise continue at Step 15 From the File menu choose Print Minutes Worksheets again In the print options dialog select the Page Numbers option Leave the other Print Options group selections in their default state for the sake of variety we will not output the Action Responses in this report Drop down the Print to list box and select the Word document entry Press the OK
78. opyright law and further agrees to take all reasonable steps to prevent its unauthorised use copying or dissemination Multiple usage of the program is protected against by means of the security device supplied The purchaser is permitted to install the software on as many machines as is necessary with the security device preventing more than one such installation from being operational at any time The purchaser agrees that no attempt will be made to circumvent this protection either by disassembly or program modification or running the software under any system configuration that would allow multiple usage The purchaser agrees that this licence will also apply to any modifications updates or enhancements to the software which may be supplied either free of charge or in return for the payment of an additional licence fee Lihoutech warrants that the software will operate substantially in accordance with the accompanying documentation both printed and in the form of online help and operating guidelines No other warranty is given either expressed or implied including but not limited to the implied warranty of fitness for a particular purpose Should the purchaser discover a defect in the software Lihoutech will make every reasonable effort to rectify the problem and supply the purchaser with an amended program Only in the event that such efforts fail the purchaser may return all items supplied and obtain a full refund of the licence fee
79. owever if this is not the case either your installation has been set up with incorrect server information the server software has not been installed or the device has been removed from the server Contact your IT Department for assistance Note that if the DESkey is removed whilst running the software the program will display a message stating that licence verification has failed and requesting that you close the program refit the device and then restart the program You should always exit the program Just reinserting the DESkey will leave the software in a partially unusable state with some menu options and functionality disabled 10 THE ACTION RESPONSE UTILITY PROGRAM In addition to the HAZOP Manager program files an executable file named ACTRSP EXE will have been installed on your computer or network server You will also note that an icon will have been created in the HAZOP Manager V7 0 program folder to allow you to run this utility Actions generated during a review are almost invariably distributed electronically for example as attachments to e mails The generally preferred method is to create Microsoft Word Action Documents and that procedure is fully described in Tutorial 9 There may however be occasions when persons to whom actions have been assigned do not have access to Microsoft Word for example they may be using other word processing software In such circumstances rather than resorting to the outdate
80. paid The purchaser agrees that this is the sole remedy and that Lihoutech as well as its employees or agents will not be liable for any damages including lost profits or incidental or consequential damages arising either out of the use or inability to use the software The software is designed to operate upon current as at the date of purchase Microsoft Windows operating systems as specified in the installation instructions It shall not be construed that the software is defective if it should fail to operate upon past or future releases of such operating systems CONTENTS GUIDELINES FOR INSTALLING THE HAZOP Manager V7 0 SOFTWARE 1 System Requirements General Requirements INSTALLING THE SOFTWARE Installing HAZOP Manager V7 0 Installation Options Choosing the location of User Files Installing the DESkey DK2 Drivers Installing the DESkey Network Server Drivers RUNNING THE HAZOP Manager PROGRAM REPAIRING MODIFYING OR REMOVING THE PROGRAM THE DESkey SOFTWARE PROTECTION DEVICE THE ACTION RESPONSE UTILITY PROGRAM OPERATING GUIDELINES The Help System Exploring the Help System The Table of Contents Exploring the Help System The Index Exploring the Help System The Search facility Exploring the Help System Summary TUTORIALS Introduction TUTORIAL 1 The Sections of a Data File TUTORIAL 2 Navigating through the Data File TUTORIAL 3 Configuring the Entry and Response Forms TUTORIAL 4 Setting Program Defaults TUTORIAL
81. paragraph enclosed Now either page forward to Action 20 or alternatively locate it using the al toolbar button Type the date 19 MAR 2014 followed by the response Drawing amended A3 copy attached We now have some responses to review To prepare ourselves for this rather contrived review of only three responses we need to load the appropriate text macro file From the Edit menu select the Load Macros command and open load the REVIEW MAC file Immediately display the macro file either with the key combination Alt M or alternatively by pressing the E toolbar button The first two macros will probably commence unless previously altered with the phrase REVIEWED 25 MAR 2014 etc Alter the day of the month in both of these macros to 26 then press the Close button not the button on the caption bar if that button is used the changes made above will not be saved Display the response to Action 16 Position the caret cursor on the line below the response which we entered in Step 3 above and auto type the second macro press Alt 2 On the following line use the text macro keys Alt 5 to auto type Please report again as soon as the work has been completed S ple Edit View GoTo Record Utilities Window Help z amo S tB nuas mF i ACTON NO REF ASSIGNED TO RESPOND BY TYPE i 1 Provide separate filters in the discharge of both pumps each fitted with a dP indicator and loc
82. requested Note the difference in format between the other sheets and that just printed for 18 especially the RESPOND BY box at the top of the page and the provision of a new box for a FURTHER RESPONSE In this short exercise you have experimented with print previewing exporting a report to Word printing one Node and a few Action Sheets For the most part you have left print options set at their defaults It would be as well therefore to explore other options not previously utilised such as Landscape printing for Worksheets printing to PDF and HTML Documents using the Print to list box and so on Note that outputting to PDF or HTML formats requires that a separate file be created before you can view the results so to save clutter in your Data sub folder you should perhaps give those files the name Test overwriting existing files of that name as necessary 51 TUTORIAL 8 Action Response Input and Review This short exercise will deal with the manual input of Action Responses and in part mimic the procedures that will be undertaken for response review meetings Note that it is most likely that you will be distributing actions electronically as described in Tutorial 9 and therefore the manual input of responses would not be necessary Completing this tutorial first however will lay the groundwork and give you a basic understanding of the procedures involved in Action tracking and close out 1 If necessary start th
83. ro file contains text that can be automatically input by the program usually because the typing of such text is repeatedly required during a review From the Utilities menu select the Edit Macro File command Open the EXAMPLE1 MAC file The Text Macro dialog displayed will contain three tabs as illustrated on the following page You will see that the heading on each tab shows the key combination required to invoke the macros in that section Click on each tab to view the phrases it contains 33 12 13 14 Alte Shittealte Cirean No potential deviations identified a No significant consequences identified r No action required existing safeguards considered adequate Investigate and report upon a Include in operating procedures a Quantity and report upon the probability of this event occurring n Whilst the Macro dialog is displayed press F1 Scan the topic paying particular attention to the discussion regarding the various ways in which the phrases may be automatically entered into your data file When finished close the Help system window and then press the Close button on the dialog Note that by editing this macro file we have effectively loaded it into memory ready for use To make these phrases available without editing we would use instead the Utilities menu Load Macros command As mentioned earlier each tab on the Text Macro File shows the key combina
84. rst entry Make a mental note of the Entry Number it should be 60 we will need that number in Step 19 below Page forward once to the next entry in the data file This will state that no potential isolation problems were identified which is now incorrect We need to change the Isolate All keywords to Isolate Remainder There are two methods for altering keywords on an entry that has already been recorded Firstly you may use Alt R then K Try this and then immediately press the Cancel button Secondly you may double click in the DEVIATION column Do so and the same dialog that was displayed a moment ago appears again We want to retain the word Isolate so press OK Then select Remainder and press OK again 38 19 20 21 22 2D 24 Now purely to illustrate two facilities that may well be of use in your studies type a new sentence in the CAUSE column See Entry 60 Highlight the number 60 then select from the Edit menu the option Mark reference to Entry number After pressing OK on the explanatory dialog displayed the end result should be See Entry 60 We will need to return to this entry later in the tutorial Set a bookmark for it by pressing the cil toolbar button or enter Alt E then B Accept the default description of NODE 3 0 Isolate Remainder and press OK The next entry we make will be a multiple action entry Before we do press F1
85. s etc Cause amp Effect Charts details of vendor packages plant layout diagrams etc Understand the subject The Study Leader should take as much time as is necessary to 12 10 Note that each of these chapters is subdivided into pages Click on Preparing for a Hazop Study The selected topic will appear in the right hand pane Take your time to scan the text displayed There is no need to study these guidelines in detail at the present time we are getting to know the Help system rather than learning how to use the program In the Help window you will notice a section heading Create a Study Data File Click on the blue underlined text create a new data file and immediately we go to another page in the manual which explains how this is accomplished At the bottom of the text on that page is a heading Data File Options Click on the blue underlined text Setting Data File Options to display an explanation of this procedure Suppose that we wish to continue our exploratory browsing but this subject of file options interests us and we might want to return to it later Save a link to it by clicking on the Favourites tab in the left had pane and then press the Add button at the foot of that pane The page title will be added to the Topics list Click on the Contents tab to restore the display of the Help System s contents in the left hand pane Now we want to get back to our original subject
86. s the OK button Select Entries Field Opetator Criterion Response contains REVIEWED 26 MAR 2014 Special Crtena text selections only Inputting anytext without quotes will select entnes with some unspecified text in the Field e g Action assigned to contains anytext will select all actions anten noet inputting notext will select entries in which the Field is empty Three entries should have been selected Select again ALT A then S with the Field set to Response the Operator set to excludes and this time type the text AC without the quotes Here we are asking for all actions that have not been completed those that have been completed would contain the AC flag Press OK Action 16 only should have been selected Choose the Print Selection command from the Analyse menu and check the Print Action sheets option as shown on the following page Press OK 54 Print Selected Data Drawings and Documents Mode Number and ltem Action number person and date for response You may make multiple selections from the list above or altemaltnvely print Action sheets by checking the option below 16 The Print Options Action Sheets dialog will be displayed Select the Print Preview option and then press OK 17 We can now see the format of the Action Sheet that would be printed and forwarded to D Matthews showing t
87. sh to verify that an operating parameter referred to is indeed accurate 21 Now navigate back to the Study Details section of the data file using the i and Fl toolbar buttons 22 Unless you wish to practice further you may now close the EXAMPLE file Alt F then C Should you have had enough for one session you may also close down the program Alt F then X Of course for either or both of these operations you may click on the appropriate buttons on the caption bars The above exercise will have introduced you to the methods involved in moving between various sections of a data file At this stage you should have learnt that there are five main sectors Study Details Keywords and Codes Entries Node Headings and finally Action Responses Having read the Help along the way you will have a grasp of the purpose of each section in terms of the data it contains and how certain sections relate to one another You should now feel confident that you could find your way to any section of the file If you wish to practice what we have been doing so far by all means do so However do not make any changes to the file at this stage we will commence that in Tutorial 5 In the next Tutorial we will show ways in which you may navigate through the information contained within various sections of the file 22 TUTORIAL 2 Navigating through the Data File This tutorial will show you some of the many ways that you can navigate through an
88. sly organised a study then this topic should prove useful in that it will help you to approach the task in a logical and structured manner 65 TUTORIAL 11 Alternative Data File Types Headings Files In this tutorial we will be creating a data file suitable for a general Risk Assessment study As the default headings are unlikely to be suitable for such a study we will instead produce our own customised headings file Whilst we are creating a new type of data file i e different from the usual detailed Hazop Study layout we will also take the opportunity to utilise an Alternative Risk Assessment method The data file we create will be used in the next tutorial so it is important to complete this exercise before progressing to the next 1 If necessary start the HAZOP Manager program and wait for the title window to close 2 From the Utilities menu select Edit Headings File ALT U then H 3 From the standard dialog displayed open the English hds file A window similar to the one below will be displayed OP MANAGER V7 0 HEADINGS FILE DO NOT EDIT OR DELETE THE LINE ABOVE 1 IT IS IMPORTANT that you read the notes below before editing this file Should you be unsure about any aspect of making alterations to the headings listed below please telephone us and we will quide you through the procedure for making the desired changes Bear in mind the following Hyou are viewin
89. solved by the application of what could be considered a devious and undocumented sequence of operations Finally do not forget to use Windows Explorer to overwrite the hard disk EXAMPLE1 HDF and WORDACTS HDF files with those from the DATA sub directory on the HAZOP Manager Installation CD ROM If necessary delete also the Action Documents created in Tutorial 9 In this way any colleague wishing to use the tutorials will not be confused by the changes you have made 78
90. such that 1 appears in the cell Next double click the cell corresponding to Major Production Loss such that 2 appears in the cell Now click OK Page back one entry Note that from Isolate we are now automatically in the Flow Less section of Node 3 0 Copy on to the clipboard all the text in the SAFEGUARDS column which should commence TAH 5925 alarm Page forward again to our incomplete entry and paste that text into the SAFEGUARDS column To the last item add the text flow but with a common filter this would be ineffective In the ACTION column type 1 Provide separate filters in the discharge of both pumps each fitted with a dP indicator and local alarm Then on the next line type 2 followed by a space From our Text Macro file invoke the macro Include in operating procedures and finish off by adding the action to take upon initiation of such an alarm the macro can be invoked by pressing Alt 5 Tab forward and notice that we now stop on the REF entry position Type 1 and allocate this action to D Matthews using our macros Shift Alt 4 with a RESPOND BY date of 21 MAR 2014 and a TYPE of DC The completed entry should appear as follows Gl HAZOP Manager V7 0 Examplel hdf COS CJ Eile Edit View GoTo Record Analyse Utilities Window Help z DEW ASTAS tte AN 87 DEY MMMA Go ae NODE 3 0 OIL RETURN PUMPS P 57306A B AND RECYCLE LINES DRAWIN
91. te of the default format then change it and press OK 5 From the Set Defaults menu choose the Headings File option The list box displayed includes various language files English French German Dutch Italian Spanish as well as other specialised headings for various types of safety review Press F1 to invoke the Help system and scan the topic displayed Close the Help window 32 10 11 According to the country in which you are located change if necessary the default language and press OK From the Set Defaults menu choose the Main Spelling Dictionary option The list box displayed will show the language dictionaries that were installed with the software to add new dictionaries please refer to page 7 Press F1 to invoke the Help system and scan the topic displayed Close the Help window Enghsh che i ox Amencan che Cancel Frenchick Geman ch According to the language in which studies are to be recorded change if necessary the default dictionary file and press OK From the Set Defaults menu choose the Brainstorm Causes option Press Fl to invoke the Help system and scan the topic displayed and also the link that describes the method of Brainstorming Causes Close the Help system and Cancel the Brainstorm Causes dialog Note ou may temporary ovende this defaull using the check box on the Keywords dialog that i di played when adding new A text mac
92. the other buttons for Node Heading operations Type 1 0 in the NODE box without the quotes In the ITEM box type COMPRESSOR C 58301 SUCTION AND DISCHARGE THROUGH SEPARATOR V 58306A B also without the quotes Leave the DATE REVIEWED box empty that date will be automatically input by the program as soon as we add the first entry to this Node 63 18 19 20 21 22 23 If you like you can copy the rest of the information from our existing Node 1 0 in the EXAMPLE data file Switch to the EXAMPLE data file by clicking on that file name in the Window menu Go to Entries and bring up the Heading information for Node 1 0 try clicking the lil toolbar button Copy and paste as described earlier data from the Node 1 0 Heading in EXAMPLE1 to the Node 1 0 heading in our new file use the Window menu to switch between the files When you have finished switch back to the EXAMPLE data file and close it Your screen should look like the one illustrated below Gj HAZOP Manager V7 0 NewStudy hd TD file Edt View GoTo Record Analyse Utilities Window Help D w amp Tr A EAL IAA Bev FF CREM NODE 70 DATEREVEWED aaa ITEM COMPRESSOR C 58301 SUCTION AND DISCHARGE THROUGH SEPARATOR V 58306A B ITEM DESCRIPTION Gas at approximately 3 barg and 40 C is routed via a 100 micron suction strainer to an oil injected screw type compressor The discharge at 7 to 10 barg and at a temperature of 80
93. tion used to auto type those macros With the keyboards used in some countries the default keys on the third tab conflict with other input functionality provided by the Windows operating system To resolve that conflict select the Set Defaults menu and choose the Text Macro Hotkeys option The following dialog will be displayed Ate Shirat CirlsAke Select your prefered Hotkey combmation for the beset macros tored on the thind tab 34 15 Press F1 to invoke the Help system which will explain the circumstances in which a change of key combination would be required Close the Help window If the circumstances described apply to you select the Shift Ctrl option Do not however make this change unless it is necessary Press OK to close the dialog 16 Now open the EXAMPLEI data file However on this occasion don t use the File Open command as we have previously done Instead press the Alt F keys and then stop Note the listing of the file in the popup menu with a 1 against it Press 1 and our file is opened without the need to select it from a standard File Open dialog This file list will always contain the last six files that you have worked with and it is the easiest way to open a data file 17 Go to the Entries form by using the i toolbar button 18 From the File menu select the Change Headings option The list box displayed is the same as the one we saw in Step 5 above Select the GERMAN HD
94. to KO Drum V 59879 DRAWINGS AND DOCUMENTS gt gt PAID Screw Compressor OGC 1001 675 1 Rev B1 TEAM MEMBERS J Smith C Shaw M Anderson H Peters L Ingleton D Matthews 17 Click on the Al toolbar button The Action Response Form will be displayed containing D Matthews response to Action 1 ir ampe Lea Ds Ssmos sha HW 4s PSK F RRS A ACTION NO REF ASSIGNED TO RESPOND BY TYPE Confirm that the strainer housing is designed for full vacuum DATED 19 MAR 2014 It can be confirmed that the design pressure of the strainer housing is 1 to 15 barg REVIEWED 25 MAR 2014 AC ACTION COMPLETED ESTIMATED IMPACT COST GBP SCHEDULE days lz 21 18 As you will see this response has been reviewed and found to be acceptable Press F1 and scan the Response Entry Form help topic When finished close the Help system 19 At the present time we can view only the Action and Response details Press the iA button to display the entire entry Then press the al button to display the Node Heading for that entry 20 Press the Cancel button followed by the el toolbar button We are now back on the response we were viewing From this quick series of mouse clicks you will see how easy it is to view every detail relating to an action without the need to start up extra program modules With regard to displaying the Node Heading even though this doesn t apply to the current response in some cases you may wi
95. ton to show the Response section as illustrated on the following page 30 EES lle Edit View GoTo Record Utilities Window Help smo btaa HW ay b F ACTION NO REF ASSIGNED TO RESPOND BY TYPE E D Matthews XYZ Process Systems 21 MAR 2014 Ea H spectacle blinds at this point on both Separators RESPONSE DATED 19 MAR 2014 Spectacle blinds will be prouded as depicted on Revision B2 of the drawing A3 copy enclosed REVIEWED 25 MAR 2014 AC ACTION COMPLETED ESTIMATED IMPACT COST GBP 700 SCHEDULE days 13 You will see that at the foot of the form the estimated cost of the action has been entered Press F1 to display the Response Form help topic At the end of the last paragraph there is a hypertext link entitled View Impact Click on this read the topic displayed then close the Help window 14 You will have read that the default is not to display these Cost and Schedule entry points unless you have specifically asked for this information to be supplied For the EXAMPLE file this default has been overridden 15 Try toggling off the display of these entry points Alt V then J then showing them again 16 Unless you wish to practice further you may now close the EXAMPLE file Alt F then C Should you have had enough for one session you may also close down the program AIt F then X Of course for either or both of these operations you may click on the appropriate buttons on the caption bars
96. ul and powerful facility that of analysing the data within the file Input Alt A then S The Select Entries dialog is displayed Drop down the Field list box and select the Response entry towards the end of the list Similarly select the contains entry from the Operator list box Finally select the notext option The result should appear as illustrated on the following page 44 13 14 15 Operator Criterion Response contains rote Special Cribsna text selections ordy aye h lesd Inputhing anytent vathout quotes wall select endings wath sone bee eee eg Acton wall arped yall selecti al echoes Ets Inpulting Hobe val celect entjet in which the Field is From the description of Special Criteria given on the dialog you will see that we are selecting all entries for which a Response has not been received Press the OK button on the Select Entries dialog The program will advise you that 6 entries have been selected You will note that the entry screen also turns to green This indicates we are now dealing with a sub set of our data file i e only the six entries selected If you page through to the last three of those six entries you will see that they are the ones we created in Tutorial 5 We now wish to produce a report listing those six entries From the Analyse menu choose the Export analysis data option In the dialog displayed
97. uld use a report such as this to contact those persons involved to remind them that they need to return their responses After viewing the document close Word there is no need to save the file If Microsoft Excel is installed on your computer repeat step 15 On this occasion however select Export to Microsoft Excel in the Method section and press OK An Excel worksheet will be automatically created containing the selected data After viewing the document close Excel there is no need to save the file Finally restore access to your full data file by selecting the Analyse menu and then the Undo all selections option You can now page through the entire file rather than just the six selected entries and the screen reverts to its normal background colour In the steps above you have employed the analysis facility within the program in a somewhat contrived situation This facility is potentially so useful that it might be as well to spend a short time becoming more familiar with its features Display the Help Topics Alt H then H and using the Search tab locate all topics containing the word Analysing Go to the topic entitled Analysing your Data file paying particular attention to the section at the foot of the page entitled Potential uses You should also visit the Exporting Analysis Data topic The last topic that you should study is Monitoring the progress of Actions In the exerc
98. utton From the Help menu select the Help Topics command and using the Index locate the Renumber Actions topic Read the text displayed then close the Help system 41 34 We will now re order the Action Number sequence From the Utilities menu select Renumber then select the Actions command Respond Yes to the message regarding a back up file In the dialog displayed accept the default value of 1 and press Renumber Page through the entries in Node 3 0 again and you will see that the Action Numbers are now in sequence 35 Repeat Steps 30 to 32 but on this occasion pay attention to the Entry Numbers They are also out of sequence To correct this from the Utilities menu select Renumber then select the Entries command Respond Yes to the message regarding a back up file In the dialog displayed accept the default value of 1 and press Renumber Page through the entries in Node 3 0 again and you will see that the Entry Numbers are also now in sequence 36 You should now be on Entry number 47 the last entry in Node 3 0 if not use the al button to jump to that entry 37 You will remember that we referenced Entry 60 in Step 19 and set a bookmark in our file in Step 20 Return to that bookmark using the w toolbar button Highlight Node 3 0 Isolate Remainder and press OK You will see that the reference has been automatically updated
99. vers in the options above have been installed Pressing this button will launch the setup routine for installing the necessary licence management software and drivers on the chosen network server This option need only be selected in the circumstances described and it would essentially be a separate procedure to that carried out for the first two choices above For the sake of clarity the procedures and decisions involved in each of the above three options will be described separately in the sections that follow INSTALLING HAZOP Manager V7 0 After the first familiar Welcome screen the Installation Options window illustrated below will be displayed It is important to note that the entries in that window regarding Network Server and Workstation are not related in any way to the explanations given above about the location of the DESkey device and its drivers Rather these installation options refer to the location of program files and whether you wish them all to be installed on the target computer as recommended or alternatively have them split for administrative purposes between a network server and a workstation Installation Options beste ed Installation Options The recommended course of action when installing the software is to create a stand alone installation with all files residing in a read write directory on the target computer This is the Full Installation option in the dialo
100. will be completely bewildered without such prior understanding indeed the following exercises may serve to shed some light on the subject However in such circumstances there may well be times during these tutorials that the meaning of a term or the purpose of an instruction may not be completely understandable If this happens visit the Help system by pressing Fl If the text displayed does not explain what you need to know try the Index or Search facilities Bear in mind however that the Help system is primarily aimed at guiding you in the use of the program not teaching you the general methodology of Hazop Studies During the course of these tutorials we will employ sample data files named EXAMPLEI and WORDACTS These will have been installed with the program in a DATA sub directory on your hard disk You will later make additions and modifications to these files Should you wish to start again with the files in their original state copies of them will be found in a sub directory also entitled DATA on the HAZOP Manager Installation CD ROM Use Windows Explorer to overwrite the hard disk files with those from the CD Always do this when you have finished using the tutorials so that any colleague wishing to make use of them in the future will not be confused by the changes you have made Should you not have access to the CD ROM mentioned above you should instead use Windows Explorer to create a Copy of EXAMPLE1 HDP select the f
101. y XYZ Process Systems MEETING DATES 3rd March 2044 TEAM MEMBERS John Smith Study Leadar Chris Shaw Safety Department Secretary 18 Try scrolling the form without the mouse using instead the Ctrl key with the Up Down arrow keys Position the form so that the foot of it is displayed and Press F1 Read the text displayed paying particular attention to the section at the end of the Help topic that deals with Action Numbers When finished close the Help system window Click on the S toolbar button The Keywords Form will be displayed a anager V7 0 Example1 hdf i iD File Edit View GoTo Keywords Utilities Window Help laly BET Ey ees ES A a l PRILARY KEYWORDS SECONDARY KEYWORDS FREQUENCY SEVERITY CODES HAZARD CATEGORY CODES RISK me Flow Pressure Temper Level Separate ature corrode Isolate Drain vent Samp le Purge View the information entered within each of the six tabs at the top of this form Press Fl and read about this section of a data file Note that dependent upon which tab is currently active the Help window will display different topics when activated When finished close the Help system window Try moving between these two forms Study Details and Keywords using the keyboard instead of the mouse Enter Alt G Go To menu followed by D for Details Follow this with an Alt G and then K and we are back on the Keywords Form 19 10 Click on the
102. you will be unable to run the HAZOP Manager software Note that after installing the drivers if a Found New Hardware Wizard is displayed on the first occasion that the device is plugged into the computer you should allow Windows to Install the software automatically Recommended Jt will not be necessary to re insert the installation CD ROM Note that to give the end user complete flexibility to use any USB port on the computer after installing the drivers and whilst still logged on as an Administrator the device should be plugged into each USB port in turn An ordinary user will not later be able to use a port that has not been initialised in this manner To return to the installation procedure after the first familiar Welcome screen you will be asked to specify where the DESkey will be located The options are e This machine e A machine on the network using a DK2 Network Server If you select This machine then the installation will proceed to completion without any further intervention on your part If you select A machine on the network etc then a further Network Configuration dialog will be displayed in which you will be required to name the server to which the DESkey will be fitted and on which the required server software is or will be installed Press the Add button which will display a further small dialog then on this latter dialog press the Browse button to select from a list
103. ys 7 Creating Editing Resource Fi 2 Creating Editing SIL Risk Gra 7 Creating Editing SIL Safety L The Fadure Rate Database Preparing for a Hazop Study it cannot be stressed too strongly that preparation on the part of the Study Leader and Secretary is the foundation upon which the review will either succeed and lve up to everyone s expectations or perhaps stumble along on the borderline of failure It is too late when the first meeting has actually commenced for the Study Leader to begin considenng at what stage of the process to start the rewew and whether all the operating parameters are easily extracted from the drawings and infonmation to hand Beanng the above in mind it is most important that before a review commences that work which can be conveniently done beforehand is camed out This is not only essential in some respects for the proper structuring of the study and the team but will also greatly increase the efficiency of the review and thus retain the interest and enthusiasm of the team as a whole The nature of this preparatory work will vary according to the type of study and the circumstances under which it is to be conducted but in general the requirements can be summansed as follows Assemble the data All relevant documentation should be collected beforehand Typically this might consist of Process Flow Diagrams P amp lDs a comprehensive Process Description containing operating parameters flow rates volume

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