PreHazPro Preliminary Hazards Analysis Productivity Tool Tutorial

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PreHaz-ProPreliminary Hazards Analysis
Productivity ToolTutorial
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Familiarizing PreHaz-Pro Screen
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Familiarizing with PreHaz-Pro Tool Bar
Create New Study
Open an existing Study
Save Study information
Print Reports
Cut cell text
Copy a cell text
Paste the copied text in to the cell
Add row to Systems/Subsystems/Worksheet grid or
add new Team member/Drawing/Session information
Edit cell text of Systems/Subsystems/ Worksheet
grid or edit Team member/Drawing/Session
information
Delete the row from Systems/Subsystems/
Worksheet or delete Team member/Drawing/Session
information
Copy Hazards/Consequences/Safeguards/Recommendatio
ns form library
Add data to Hazards Library
Show Risk Matrix used in the Study
Hazards remaining that can be consider for given
Subsystem type
Show/Hide drawings pane
Close the Study
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Familiarizing with PreHaz-Pro Menu Bar
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Familiarizing with PreHaz-Pro Menu Bar
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Tutorial for using PreHaz-Pro
Starting PreHaz-Pro
Click on Start button of
Windows. Select Programs menu and Click on
PreHaz-Pro program group. Click on PreHaz-Pro.
PreHaz-Pro will be invoked and User
Authentication Screen will be displayed.
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User Authentication
User is prompted to enter PreHaz-Pro software
password. (By default PreHaz-Pro software comes
with a blank password, user can change this
password by using Password Settings utility that
comes PreHaz-Pro)
If the password is valid, user is given access to
PreHaz-Pro software and Documents
Recommended/Considered screen will appear. (If
the password is not valid, user is prompted to
enter the valid password again. This process is
repeated for three times and then exits from the
software.)
Click on Cancel button to abandon PHA study.
Enter valid PreHaz-Pro software password. Click
Ok button to proceed.
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Documents Recommended For Conducting PHA Study
To view the documents that are recommended for
conducting PHA Study, Click on the Documents
Recommended tab as shown in the figure on the
left hand side.
To Enter and Save the list of documents
considered while conducting PHA Study, Click on
the Documents Considered tab as shown in the
figure on the right hand side. Click Add button
to add information about new document or Click
Edit button to edit the document information, or
Click Remove button to delete the document
information from the list
Click OK button to proceed. Disclaimer Statement
screen will appear.
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Disclaimer Statement Screen
User can either create new PHA study or open an
existing study by clicking on the relevant
buttons on the Toolbar.
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Creating a New Study
Click on New button on PreHaz-Pro
toolbar, the Documents Recommended/Considered
screen will appear
Step1 Administration Details
Enter the General information regarding the
company for which PHA Study is being carried out.
Enter Company name, Address, Pin code, Phone
Number, Fax Number, Email id, Plant and Study
Start Date (by default it is current date) etc.
(Please do not enter Study End Date. While
creating a new study, user can not enter
information about Revalidation History. This
information should be filled when an existing
study is opened for Revalidation.) To edit
Administration information entered earlier Click
on General tab.
To enter Start date/End date Click on respective
drop down calendar
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Entering Team Members Information
Once you are finished entering the General
information, Click on Team Members tab under the
Administration tab. The following screen will
appear.
Click on button on toolbar to enter details
of team members. Following New Team Member
screen having General, Contact, Cost and Comments
tabs will appear.
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Team Members Details
(General, Contact)
Step2 Click on Contact tab to enter contact
information of Team member, such as Phone Number,
Extension, Fax, E-Mail address and Web page.
Step1 Click on General tab to enter general
information of a team member, such as First Name,
Last Name, Title, Company, Department and
Expertise.
Note User can Click Ok button of New Team Member
screen to skip filling further information about
a team member and return to Administration screen.
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Team Members Details
(Cost, Comments)
Step3. Click on Cost tab. Select Currency from
drop down list.select any one of the options from
Hourly / Per Session / Flat and enter Rate in
appropriate box.
Step4. Click on Comments tab and enter comments
about Team member.
Click to select the currency
Click to select appropriate rate category
Click on Add Another Team Member (Check mark will
appear) and Ok button to add details of more
Team Members. Once finished entering the details
of all the Team Members, Click on Add Another
Team Member (Check mark will disappear) and Ok
to return to Administration screen.
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Entering Sessions Information held during the
Study
Click on the Sessions tab under the
Administration tab. The following screen will
appear.
Click Add button on toolbar. Following
New Session screen will appear.
Enter Session details and Comments, if any, of
the session being conducted.
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Session Details (General, Comments)
Click on General tab to enter general information
about Session such as Date, Duration, description
of the session, Leader, Scribe.
To enter session date Click on drop down calendar
Click on Comments tab and enter comments about
Session.
Click to select the Leader of session
Click to select the Scribe of session
Once finished entering the details of all the
Sessions, Click Ok to return to Administration
screen
Note User can Click Ok button of New Session
screen to skip filling further information about
a session and return to Administration screen.
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Entering Attendance of Team Members included in
the Study
Click on Attendance tab under the Administration
tab. Following screen will appear.
First Name of team member
Last Name of team member
Session Numbers
Attendance List
First Name and Last Name of the team members get
automatically added to attendance list when user
adds team members for the study. Also Session
numbers get added automatically when sessions are
added to the study. User has to enter attendance
status of team member as described below.
Cell where user can mark attendance of a team
member by Double Clicking on it
Double Click on the cell (or press Enter button
of keyboard) under respective session number to
enter attendance for each team member.(Double
clicking again on the cell reverses the status
from blank to P or P to Ab or Ab to blank.
(Note P- Present and Ab- Absent)
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Adding Drawings/Marking System on drawing
Click on Drawings tab under the Administration
tab. Following screen will appear.
Enter Drawings that you will use during the PHA
study along with other details such as Drawing
Id, Filename and path of the drawing file and
Comments, if any. (If drawing is large, you can
scan it by dividing into smaller size i.e. A4
sheets).
Click Add button on toolbar the following
New Drawing screen will appear.
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Steps for Marking System(s) on Drawing(s)
Click here to select name and path of the drawing
file.
Click here to open the selected file in
appropriate application (Microsoft Paint) for
marking the Systems on drawing.

• Enter Drawing ID to differentiate the drawing
  from other drawings.
• Click on the Locate button to select the Drawing
  from an appropriate directory.
• Click on the View button to open the Drawing
  file. PreHaz-Pro will launch MS Paint graphics
  application to open the specified Drawing.
• Mark System(s) on the drawing using the various
  drawing tools available in the graphics
  application. Save and close the drawing.
• Enter Comments if any.

Note User can Click Ok button of New Drawing
screen to skip filling further information about
a Drawing and return to Administration screen.
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Marking System on Drawings
PreHaz-Pro provides a unique facility to open the
drawing (for marking the System or for viewing
purposes) while conducting PHA session by
specifying the path of drawing. (The drawing will
open in Microsoft Paint application). To open the
drawing for marking System(s) Click on View
button of New Drawing screen as shown in fig b.
Sample PID
Mark the System(s) on drawing as shown using the
tools provided in Ms Paint This description
should preferably be same as actual System.
Note To Mark System on Drawings it is
recommended that the drawings should in .jpeg
format . If drawings are in .bmp or .dwg format,
convert them to .jpeg format.
Click on Add Another Drawing (Check mark will
appear) and Ok button to add details of more
Drawing. Once finished entering the details of
all the Drawings, Click on Add Another Drawing
(Check mark will disappear) and Ok button to
return to Administration screen.
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Step2 Systems Details
Click on Systems Tab. The following screen will
appear.
For each System enter the System name along with
following details Enter the Drawing used for
defining system by selecting it from the drop
down list. Enter comments about system if any
Enter DrawingId of the drawing used for System.
Enter Comments for the particular System, if
any. Enter Session number and date during which
the System was studied from the drop down list
To View System on a Drawing pane, Double Click
on the System name under System column.
Corresponding drawing will appear on Drawings
pane on left hand side of the screen. You can
shift right hand side border to right or left
increase or decrease the drawing viewing area.
To add the System not included earlier or edit
the existing System information Click on Add
button or Edit button on the
PreHaz-Pro toolbar.
Double Click or press enter key on the
respective cell to make drop down list visible.
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Step3 Subsystems Details
Click on Subsystem Tab. The following screen will
appear
Enter Subsystems for a System and the other
information about Subsystem such as Enter the
Type, of Subsystem Enter the Design
Conditions/Parameters of Subsystem Enter the
Equipment ID/Location of Subsystem Enter the
Comments about Subsystem if any, under the
respective columns
To add or edit Subsystem information Click on Add
button or Edit button on
PreHaz-Pro toolbar
To select another System for entering Subsystems
information Click the Systems combo and select
the desired item.
Double Click or press enter key on the
respective cell to make drop down list visible.
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Step4 Set Risk Ranking
Risk Matrix is used for ranking the risk
associated with the consequence(s) and
safeguard(s) of a particular Hazard.
PreHaz-Pro software allows you to add up to 5
Risk Matrices. Click on Risk Matrix button on
toolbar. Following Risk Matrix screen will appear
The Risk Matrix
To Change the Risk Matrix, select the Risk Matrix
to be changes from the Risk Matrix No. drop down
list, then Click on Edit button. Click on General
tab and then Click on Severity, Likelihood and
Risk Ranking tabs to enter the details about Risk
Matrix. Click Save button to save Risk Matrix
along with details. Click Close button to close
this screen.
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Step5 Set Categories
Categories are used to categorize the
Consequences, Safeguards and Recommendations
depending on the risk associated with
consequence, safeguard or recommendation for a
particular Hazard.
To enter the Categories for Consequences,
Safeguards and Recommendations, Click File menu
then Click Project Setting then Click Set
Categories. Following Categories screen will
appear.
Click the items combo to select Consequences or
Safeguards or Recommendations for which you want
to add Categories.
Click on Add button. Following Add Category
screen will appear.
After entering Category and Description Click on
Ok button. It will get added to the Categories
List (fig. a).
Fig a.
Click on Save button to save the Categories.
Click on Cancel button to close this screen
without saving the Categories.
Categories list
Note To change the category information of
previously entered categories, select Category
from Categories List and Click on Edit button. To
delete category, select Category from Categories
List and Click on Remove button.
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Step6 Set Priorities for Recommendations
Priorities are used to prioritize implementation
of recommendations depending on their
significance.
To enter the Priorities for implementation of
Recommendations Click File menu then Click
Project Setting then Click Set Priorities.
Following Priorities screen will appear.
Click on Add button. Following Add Priorities
screen will appear
After entering Priority and Description Click on
Ok button. It will get added to the Priorities
List (fig. a).
Click on Save button to save the
Priorities. Click on Cancel button to close this
screen without saving the Priorities.
Fig a.
Note To change the Priority information of
previously entered Priorities, select Priority
from Priorities list and Click on Edit button. To
delete the Priority, select Priority from
Priorities list and click on Remove button.
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Step7 Worksheet details
After Entering the Categories and Priorities,
Click on Worksheet tab. The following screen will
appear
To add or edit Worksheet information Click on Add
button or Edit button on PreHaz-Pro
toolbar
For the combination of a particular System and
Subsystem, enter following details
Type Hazards that you wish to consider, or select
from the drop down list.
Type Consequences for Hazard that you wish to
consider, or select from the drop down list.
After entering the Consequence for a particular
hazard, you can enter Severity (S), Likelihood
(L), Risk Ranking (RR) and Category (CAT) values
associated with the Consequence.
Type Safeguards that you wish to consider or
select from the drop down list.
Enter Severity (S), Likelihood (L), Risk Ranking
(RR) and Category (CAT) values associated with
the Safeguard.
Type Recommendations in the cell or select from
the drop down list. Note Multiple
Consequences, Safeguards and Recommendations can
be entered for a particular Hazard. Risk Ranking
(RR) is the product of Severity and Likelihood.
Enter CATegory and Priority values associated
with the Recommendation by selecting from the
drop down list.
In the Responsibility column, type name of the
person responsible to implement the
recommendation for a particular Hazard or select
from the drop down list.
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Step7 Worksheet details continued
The further columns such as, Status, Complete,
Estimated Start Date, Estimated End Date, Actual
Start Date and Actual End Date, etc. are reviewed
to check the progress of implementation of
recommendations. Generally, the scope of creating
a new study ends here as far as worksheet is
concerned. However, if the scope of study
includes estimates of implementation, some of
these columns can be filled.
Type Comments, if any, in the cell under the
Comments column.
Type Resolution, if any, in the cell under the
Resolution column.
Do not enter Revalidate status, if the study is
new.
Click on the Drawing to be selected from the drop
down list. under the Drawing column.
Double Click or press enter key on the
respective cell to make drop down list or
calendar visible.
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Working in Split Screen Mode
PreHaz-Pro allows you to work in Split Screen
Mode while conducting PHA study. Splitting a grid
into two parts may help you to see the
relationships between your data by keeping
certain information onscreen as you scroll
through the remaining data.
To work in Split Screen Mode 1. Position your
mouse pointer over the Grid Separator as shown in
the figure on the left hand side. 2. When the
pointer changes to press and hold down the
left mouse button as you drag the pointer to
where you want to split the screen. 3. Release
the mouse button and the screen splits into two
grids as shown in the figure below.
Grid Separator
While working in the Split Screen Mode, the left
hand side gird is used for reference and the
right hand side grid is used for entering the
data. User is not allowed to enter the data on
left hand side grid.
Note If you no longer want to work in
split-screen mode, position your mouse pointer
over the Grid Separator and when the mouse
pointer changes drag it to the left hand side.
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Copy Hazards, Consequences, Safeguards or
Recommendations from library
Click on Subsystem Type Combo to select the type
of Subsystem.
Click on the desired item to select it.
Select the appropriate item and Click on Copy
button and selected Hazards or Consequence or
safeguard or Recommendation information will
automatically appear in respective cell of the
worksheet of the study being conducted.
Alternately, the required information can also be
typed in the cells under respective column. The
Hazards which are present in the PreHaz-Pro
knowledge base but already considered in the
study will appear checked in red color, to
indicate that these Hazards are considered.
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Hazards Remaining
PreHaz-Pro provides a knowledge base utility to
guide a user about the Hazards to be considered
for a particular Subsystem Type. It keeps track
of which of these applicable Hazards have not
been considered in the study and makes such list
available so as to ensure that Hazards are not
missed from the study. To view this list, Click
on Hazards Remaining button on toolbar.
The List of Remaining Hazards is provided for
view purpose only. User cant copy Hazards from
this list.
Click on Ok button close this dialogue box.
After completing entering information for a
particular Subsystem Click on Save button
to save data.
Select next Subsystem for entering worksheet
information by Clicking the Subsystem combo of
worksheet.
Select next System for entering worksheet
information by Clicking the Systems combo of
worksheet.
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Generating Reports
PreHaz-Pro generates following types of reports
that can be previewed or printed or exported to
Ms Excel or Ms Word format.
1. Worksheet Report Gives details of all Systems
and Susystems along with Hazards, Consequences,
Safeguards and Recommendations and related
information such as category, priority,
complete, responsibility, dates, status, comments
etc. (This report is mainly used for evaluating
PHA study).
2. PHA Report Gives details of all Systems and
Subsystems along with details such as Hazards,
Consequences, Safeguards, Recommendations and
Comments.(This report is mainly used for getting
approval).
3. Recommendations Report Gives details of all
the recommendations along with reference System,
Responsibility, Category, Status / Complete,
Priority, dates, Drawings and Comments. (This
report is mainly used for management review).
4. Team members Report Gives details of Team
members such as Name, Title, Company, Department,
Expertise, Phone, Extension, Fax, Email,. Rate,
Time, Cost and Comments. (This report is used for
costing purpose).
5. Action Sheet Report Gives details of System
and related Recommendations along with
Responsibility, Drawing, Category, Status /
Complete, Priority, dates and Comments etc. (This
report is used by individuals to carry out
recommendations).
6.Documents Considered Report This report
contains the information about the various
documents considered for conducting PHA study.
7. Sessions Report This report contains the
information of all the sessions during PHA study.
It gives the Sessions information
along with the names of Team Members present for
that session.
8. Systems and Subsystems Report This report
gives the summary of all Systems and Subsystems
considered in PHA Study.
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Generating Reports
To generate various types of Reports Click on
Print button on the Toolbar. Following
Reports screen will be displayed.
Reports list
Click here to add logo to the reports and locate
the logo filename along with path.
Click here to print Glossary of terms defined in
the study at the end of report.
Fig. c
To generate reports depending on criteria such as
Complete, Status, Responsibility, Priority,
Category and Revalidate, Click on Report Options
button. Following Report Setup screen will appear.
If the check button Print Glossary at the bottom
of report is checked the glossary consisting
terms such as Categories for Consequences,
Safeguards and recommendations. Priorities of
Recommendations. S, L, RR with their values and
description will be printed. This option is
available only for 1)Worksheet Report 2)Action
Sheet and 3)Recommendations Report.
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Click here to generate Complete wise report
Click here to generate Category wise report
Click here to generate Priority wise report
Click here to generate Responsibility wise report
Click here to generate Revalidation wise report
Click here to generate Status wise report
Select one of the above criteria and Click Ok
button to return to previous screen
(fig.c). Click on Preview button to preview the
categorized report.
These criteria dependant reports are useful
mainly during reviewing the status of
implementation of recommendations
To generate reports with selected columns Click
on the Columns tab as shown in the figure above.
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Generating reports with Selected Columns
To print the reports with the user selected
columns, select one of the report type, Click on
the Report Options button (as shown in the figure
above) and Click Columns to check the desired
columns as shown in the figure on the left hand
side.
For a new study, PHA Report is more useful. For
information on exporting the report to Ms Excel
or Ms Word, please refer PreHaz-Pro help.