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6 Tips for a Successful Virtual HAZOP

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Saltegra Consulting
6 Tips for a Successful Virtual HAZOP

1) Show Empathy


Everyone is experiencing the current situation in different ways and degrees of complexity. What may be a mere change in work location for some could mean a major childcare concern or household management overhaul for others.



2) Create a Dedicated Workspace


For both participants and facilitators, the workstation setup greatly enhances the remote PHA experience. In the absence of a home office, try to find a quiet space with enough real estate for a computer and physical drawings, if provided.


3) Prepare Well


Piping & Instrumentation Diagrams (P&IDs) are one of the primary sources of information during a HAZOP. While I still use and distribute printed copies if preferred, having P&IDs with the HAZOP nodes electronically available has always been a part of my preparation.


Another critical part of my preparation workflow is pre-populating the HAZOP worksheets with possible causes based on the process and the P&IDs.


4) Take Breaks (Please)

Taking frequent breaks gives participants time to refresh (get coffee or tea!) and recollect before continuing with the HAZOP session.


5) Select the Right Technology

Besides having a platform for drawing with color-coded nodes, selecting the right technology for video and the HAZOP can certainly increase the team’s productivity. Any platform that allows any participant to share their screen, or to control another attendee’s mouse and keyboard increase collaboration as if they were all in the same room.


6) Use Video Conference (if Possible)

While it is understandable that not everyone is keen to share their videos, or rather it is just not their work culture, it would help to keep an open mind and at least try sharing your videos if possible.


Hazards do not “stay-at-home” so we need to remain vigilant and be in control of them by continuing our process safety efforts even if challenged by recent times’ circumstances...Read More

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