Concepts

Tasks

Settings

Overview of Safety Management

APM safety management functionality helps organizations analyze and monitor equipment systems and processes with the goal of protecting the health and safety of their workforces, local communities, and the environment. It is designed to help companies remain compliant with current local, national, and regional legislation, as well as with industry best practices.

Safety management includes hazard and operability (HAZOP) analysis, safety instrumented function (SIF) analysis, strategy development analysis (SDA) studies, safety provisions, and override incidents. Version and approval functionality is included for analyses and provisions.

HAZOP and SIF Analysis and SDA Study

HAZOP and SIF analyses are part of the arsenal of strategy development analyses available in APM. The safety analysis team studies system-level and related assets to determine loss of containment scenarios, identify risk levels, decide whether a safety instrumented system (SIS) is required, and define the provisions that protect against, or mitigate, loss of containment.

Strategy development analysis (SDA) studies are simple values used to group and filter analyses. The study can be referred to in MTA2, RCM2, RBI, SIF, and HAZOP analyses that share the same analysis type, as well as asset prioritization, reliability strategy selection (RSS), and root cause (RCA) analyses. As the analyses and failure modes are developed, you can open the study to review them.

For more information, see Safety Instrumented Function Analysis and Strategy Development Analysis Studies .

Safety Provision

The safety design team identifies the safety processes, systems, and procedures that prevent or mitigate hazards. Safety provisions record the actions to be performed, the checklist of items, and instructions.

The provision version defines the safety override that identifies the procedures that an operator or technician should follow when a safety device malfunctions in order to keep the facility operating safely while the device is being fixed or replaced. It also defines a table of protected assets and the assets (for example, safety devices and control equipment) that protect them.

The team assigns a safety integrity level (SIL) to each safety provision version. This numeric value, usually on an ascending scale between 0 and 4, is a measure of the amount of risk inherent in the failure that the provision prevents or mitigates. The provision’s SIL is used in SIF analyses to calculate the impact of a possible failure.

Provisions maintain active links to indicators that monitor assets and the standard tasks and jobs that maintain equipment safety.

The safety design team develops override definitions that detail the procedures to follow when safety devices fail, for example, when a tank’s shut-off valve stops functioning. An override contains a detailed description of the measures to be taken, a checklist of steps to follow, and the maximum amount of time that it should be active. The override controls the type of work documents created when an incident is reported, whether the work document must be approved, and the employees who are notified when an incident is created in APM. As with other safety objects, you can reference standard documents, diagrams, and attachments on overrides and incidents. Standard features for recording team members, comments, and meetings are provided on overrides. You can also view the history of each object and where it is used.

Safety Override Incident

When a safety device fails, an APM user (for example, an engineer, manager, or operator) creates an override incident in the system. Besides entering the incident report and recommendations, the user can record planning information, log actions performed during the incident, create follow-up work documents, and request extensions if the incident requires more time than the override recommends. The incident record displays a time line showing the start date and time, time allowed and extension details, as well as elapsed and remaining time. It also provides information about similar incidents and the override’s history.

Versions and Approvals

Each safety provision is developed in three versions: draft, current, and historical.

When the draft is ready for review, the provision can be sent for approval. Employees on the approval route review the draft in turn and approve, reject, or forward the request. As an alternative to the formal approval process, companies can choose to have versions reviewed and marked as “Accepted.”

When a draft has been approved or accepted, it is promoted to the current version. If a current version already exists, its status changes to “Historical”. In the Safety Provision window, the Versions view lists the draft version, current version, and historical versions.

For more information about the approval process, see Overview of Document Approvals.

Setting up APM for Safety Management

Before you can develop safety management objects, safety types and statuses should be set up in Safety Management settings, as well as the value lists used to define safety objects.

For more information, see Safety Management Settings.

Viewing Summaries of Safety Management

On the Site or Asset window, select the Safety Management view and the Summary tab. The Assets configuration lists assets and the number of provisions, safety instrumented systems, and overrides that refer to each asset. It also shows the number of open incidents and the number of incidents in the last six months.

The “Assets with open incidents” configuration lists assets that have open incidents, along with the number of open incidents and the number created in the last six months.