End-User Exercise

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Section 1 – Recording Data in the Wizard .....................................................................................................2

Section 2 – Copying Sample Data ..................................................................................................................3
Section 3 – Adding a Node & Using the Copy From Feature .........................................................................4
Section 4 – Formatting Administration Forms and Tables ............................................................................6
Section 5 – Worksheet Formatting................................................................................................................8
Section 6 – Creating, Linking (Usage), and Editing a Risk Matrix ............................................................... 11
Section 7 – Adding Categories .................................................................................................................... 14
Section 8 – Notes, Symbols, Attachments, and Revalidation..................................................................... 15
Section 9 – Analysis .................................................................................................................................... 16
Section 10 – Printing & Exporting............................................................................................................... 18
Section 11 – Version Control & Document Protection............................................................................... 21
Section 12 – Linked Diagram ...................................................................................................................... 23
Section 1 – Recording Data in the Wizard
Using a wizard to record administrative data will ensure that important information is not missed when
conducting a study.

1. Open PHA-Pro 8.
2. Select Create a New File
3. Select the HAZOP Template under the
New File Wizard
4. Input the following information on the
first page in the Wizard:

Your Company name

Your Business Unit
The name of your Facility
A Project ID (project number
or code), and
A Project Name.

When finished, hit the "Next" button.

5. You are prompted to enter the names

of the members of your PHA study
team. In this window, enter the names
and other requested information for
TWO team members.

Note that there are multiple columns

for contact info, e.g. Email, Dept.

Use the paper clip to attach files, such

as business cards.

When finished, click "Next".

Click "Next" a second time to pass
through the "Sessions" worksheet.

6. On the Drawings page in the Wizard and enter data, as shown:

7. Click Finish to exit New File Wizard.

8. Save the new study file as “hazoptest.pha” in My Documents/ PHA Pro 8 Documents (please do
not close the file).

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Section 2 – Copying Sample Data

The copy feature will save you time when you want to reuse data from the same or other files by
bringing over all information linked to the item you are copying. In this step, we will open an existing file,
rename it, and then copy information from the file to the new study you created in the previous step.

1. Scroll through each Sheet (Administration, List

“Nodes”, List “Deviations”, Develop HAZOP
Worksheet, etc.) to become familiar with the
columns and breakdown.

2. Open “HAZOP Sample.pha” from Program Files/

PHA-Pro / Sample Studies.

3. Save sample as “hazop2.pha” in PHA-Pro Documents folder.

4. Copy (Nodes) 1-8 as entire rows, and paste them into hazoptest

5. In hazoptest, go to the "List Deviations” worksheet and delete the High Temperature deviation
* row or cell deletion can be done 3 ways – find each.

6. Save hazoptest.

7. Close Sample hazop2.

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Section 3 – Adding a Node & Using the Copy From Feature
The Copy From feature allows you to select items from a list. This will speed up data entry and allow you
to make use of libraries.
Note: For this exercise, workspace on left should have HAZOP Library checked

1. Under List “Nodes”, in the last row enter an additional node called New Node.
* row or cell addition can be done 3 ways – find each

2. Add Heat Exchanger under the Type column.

3. Include the following Design Conditions within the same cell using Control key to enter new
lines:
Shell Side – DP = 250 PSIG, DT = 250 F
Tube Side – DP = 100 PSIG, DT = 160 F
Q = 21.9 x 106 BTU/Hr
* use Ctrl and enter key at the same time to create extra lines in cell

4. Click the Drawings column cell, and choose PCD-A1 and PCD-AA3 (see Exercise 1 under Drawings
bullet)

5. Select the cell under the Deviations column in the List “Deviations” tab.

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In the next steps, we will copy multiple columns of information from the library with just one action.

6. Use Copy From to select High Pressure and other appropriate deviations for the New Node using
“Select All”
* Copy From can be done 3 ways – find each
* deviations that appear are those associated in the Library with the Type inputted. In this
case – Heat Exchanger

7. Select the last icon at the top right

“Options” and choose the tab
“Additional Data”
8. Under the File: drop down select
“HAZOP Library”
9. Select Cause and under “Please
select a Destination” choose Cause.
10. Choose OK twice to input selected
deviations into the file
* Guideword + Parameter and
Cause will be automatically
filled in for each deviation
selected.

11. Save hazoptest, preparation work is

now complete

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Section 4 – Formatting Administration Forms and Tables
1. Under ADMINISTRATION – GENERAL, Input Start Date
* any date cell will include a drop down calendar for date selection

2. Under ADMINISTRATION – TEAM

MEMBERS, add an additional two new
members in the study team. Format it
such that it reads:
Member 1, - Process Engineer-
Your Company
Member 2, - Instrumentation
Engineer- Your Company
Member 3, - Operator- Your
Company
Member 4, - Supervisor-Your
Company

3. Under ADMINISTRATION – SESSIONS, List details for Today’s Date, as well as Tomorrow’s date;
Duration – 2 hrs
Description – Preparation Meeting.
Leader – Select a name from the drop down list as the facilitator.
Scribe – Select a name from the drop down list as the scribe.

4. Under ADMINISTRATION – ATTENDANCE, right-click the blank space besides Attendance and
select Show Heading
Attendance Code

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5. Right click the first
session date “1.
1/31/2007” and click
Column Format, click
the options tab and
then check the box
beside Reverse Order to
reverse the order of the
sessions

6. Right click the

Methodology sheet and
go to sheet properties.
Click the Format tab and
change the tab image to
the pencil on the
notepad.

7. Save hazoptest (keep

file open)

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Section 5 – Worksheet Formatting
PHA-Pro 8 is flexible, allowing you to customize the look, feel and structure of your study.

1. Click the Develop HAZOP Worksheet tab. Select Node: New Node, Deviation: High Pressure.
2. Change Safeguards column heading to Existing Safeguards (see figure below)
* change name by right-clicking Safeguard header, selecting Name
Other…, Other:
Existing Safeguards

3. Display the following columns: Recommendations Priority,

Recommendations Category
Right-click and go to Sheet Properties. Find and select
Recommendations Priority, and Recommendations
Category. See right:

* right-click the empty header and go to Show

Heading, and select Recommendations to fill heading.
See below:

4. Rearrange Priority and Category by drag & drop with your cursor and hide the extra
Recommendations heading, as shown below:

5. Change Causes column font to 12 point and Bold.

* right-click column and select Column Format

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6. Change the Causes header to font 12 and bold as well. Before you exit, however, click the
Alignment tab and change the Orientation to Vertical (up). Notice the changes and then change
it back to Horizontal.
* right click column and select Heading Format

7. Go to Format menu and choose Format Multiple. Select All Sheets, check all boxes in Set format
for… (as shown below). Choose Dark Teal for Text Color and Size 12. Note the changes in
worksheets in the background.

8. On Node 2, Deviation 1, Cause 1, Existing Safeguards 2, Copy or Drag and Drop “Check Valve” to
Existing Safeguards for Cause 2 and Cause 3.
* copying data can be done by dragging the appropriate cell
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9. While holding Ctrl, Click on the first and second cell under causes. Right click the first cell and
then go to cell format. Click the color tab and change the Background Color to orange.

10. Scroll through the worksheet. * Hold Shift key and scroll wheel.
11. Zoom in/out on worksheet. * Hold Ctrl and scroll wheel.
12. Save hazoptest.

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Section 6 – Creating, Linking, and Editing a Risk Matrix
Every company has a unique risk system. This section will show you how to implement your own.

1. Open SETTINGS – RISK SYSTEMS

2. Choose Add and select a 2D Risk Matrix, with the name being Your Company Matrix
3. Go to Result Name - Risk Ranking and change Number of Values to 4
4. Under Severity, Likelihood and Risk Ranking, input the following criteria in the two Code and
Descriptions columns, respectively;

Severity Criteria
1 - $1K damage, Minor injury
2 - $10K damage, 1 or more hospitalized
3 - $100K damage, Slight chance of fatality
4 - $1000K damage, Strong chance of fatality, National Reaction
Likelihood Criteria
1 – Highly improbable, will occur less than 1 per 100 years
2 – Improbable, between 1 per 10 & 1 per 100 years
3 – Infrequent, between 1 per year & 1 per 10 years
4 – Frequent, more than 1 per year
Risk Ranking
A – Acceptable, no control measures needed [white]
C – Control, control measures in place [yellow]
N – Not Desirable, implement new control measures [orange]
U – Unacceptable, dangerous situation [red]

* refer to illustration for Matrix tab

* left-click in each cell to select the
A,C,N,U criteria
* right-click in matrix window to swap
axis, switch to other side and reverse
order to get the desired matrix above

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5. Link your newly created matrix to your study from the Usage tab in RISK SYSTEMS

Select the Usage tab

Select Add to get the Add/Edit Risk Matrix Usage dialog box
Select dropdown menu from Linked Item header, and select Consequences.
Uncheck the Default box, and type a name for the matrix “[Company] Risk
Matrix”
Leave the Checks on Severity, Likelihood, and Risk Ranking checked, as is.
Go to the Develop HAZOP Worksheet, and right click on Consequences heading,
choose Show Column and select your matrix, as named under Usage.

Multiple headings are displayed for Risk Ranking.

Right click on the extra existing Risk Matrix column heading and select Hide
Heading.
Right click on column headings, go to Name and select Abbreviation and adjust
the column widths.

6. Select Severity, Likelihood, Risk Ranking, Recommendation Category and Priority columns and
make the following header selections, Pale Green for background, Dark Teal for Text Color, Text
Size 12, to format Headings:

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 * You can select all columns the Ctrl key on the keyboard, and do Header
and Column Formatting on them simultaneously.

7. Next make the following column selections for Severity, Likelihood, Risk Ranking: Dark Teal for
Text Color, Text Size 12.

8. Save hazoptest.

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Section 7 – Adding Categories
Use categories to provide a list of options to choose from that pertain to an item.

1. Under SETTINGS – CODES AND CATEGORIES, click Consequence Categories and include the
following criteria;

Consequence Categories
ES – Employee Safety
PS – Public Safety
EI – Environmental Impact
CL – Capital Loss
PL – Production Loss

Similarly, please fill in the Recommendations Categories

ENG – Engineering
OPR – Operating Procedures
MPR – Maintenance Procedures
I & C – Instrumentation and Control

2. Go to WORKSHEET and test the new categories for each consequence

* a menu will appear when each cell is selected, ask the trainer for more details.

3. Save hazoptest

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Section 8 – Notes, Symbols, Attachments, and Revalidation
Using markers, symbols and attachments will enhance your usage of PHA-Pro 8.

1. Under WORKSHEET, go to Node 2, Deviation 1 (High Pressure),

under Existing Safeguards, select the safeguard “PV-106 opens to
flare”
2. Add a note to the cell; “Must consider others!”
* click the arrow beside the red checkmark on the icon
toolbar and select note

3. Attach a file to the cell

* click the paperclip in the icon toolbar

4. Add a revalidation checkmark, to confirm the cell has been

revalidated. Do not enter any information in the revalidation
checkmark.
* revalidation checkmark is under the same drop down menu as the note in the icon
toolbar

5. Select Marker dropdown again

from the toolbar and go to New
Marker. Follow along the wizard
to select a new marker for
“Parking Lot” and click next.

Under Webdings font select P

icon (bottom row, 5th from left)

6. Save hazoptest

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Section 9 – Analysis
Organizing data will help identify high risk areas and prioritize action items which can be presented to
management.

1. Under “Manage Recommendations”, move the Recommendation 1 below Recommendation 2.

* use green up/down arrows on the icon toolbar to reorder the rows

2. Under “Manage Recommendations”, sort cells by left clicking the “Priority” column header.
* columns will sort alphabetically or numerically
* sorting columns can also be done from the icon toolbar

2. Go to the Data menu and select Renumber
Renumber in Sort Order.

3. Go to “Settings” Tab, and then under “Risk Systems”, select “Your Company Matrix”, then go to
“Statistics” tab. Add a “Maximum Risk Ranking” for recommendations (see figure below).
* you can calculate a statistic for any of the other columns such as Nodes,
Deviations, Causes, etc.
* default setting is for Max RR for Recommendations
* there are other statistical functions – Minimum, Sum, etc.

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4. Go to “Manage Recommendations”, worksheet and display the newly created “Maximum Risk
Ranking” column. Drag it beside the Recommendations heading (as opposed to underneath it)
and change heading format to match the rest of the sheet (Arial, Size 12 font, Text Color Dark
Teal and Background Color Pale Green).

5. Scroll through ANALYSIS & DATA CHECK for an overview of the study
* statistical and graphical breakdown of study can be found in analysis, and data
check lists empty cells or other rules created

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Section 10 – Printing & Exporting
Submit your reports in different formats so information can be shared with others.

1. Open File menu, and choose Print
Develop HAZOP Worksheet – or right click on Develop
HAZOP Worksheet tab and select Print.
* print preview can be done 4 ways – find each
* you can print/export sheets separately, or as
an entire document
* exporting can be done to html (good for
intranet webpages)
* exporting can be done in xml as well

2. In the Output Type tab, select the Print output

(print icon).

3. Select Headers/Footers tab and insert data into

each of the sections, as follows:
Left header – Type “Company:” and add
reference to Company, enter another line
and type “Location:” and add reference to
Location (from Other Fields…)
Centre header – Select “Title” …
Left footer – Type “Printed on:” and
reference to Date
Centre footer – Type Page Number of Number of Pages
Right footer – Add company logo from file (jpeg, gif, bmp, etc.)

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4. Go to Output Type tab, and Preview the Worksheet.
5. Go back and select Word document output type and Export file as MS Word.

6. Go to File menu, and select Print. Select Create New Report Collection…

7. Follow through wizard and create a report collection called “Manager’s Report” with the
Attendance, Manage Recommendations, and List “Deviations”.

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8. Right click the Develop HAZOP Worksheet and insert copy. We will now apply on screen filters to
this new sheet.

9. Right click the Develop HAZOP Worksheet (2) and click print. Click on the filters tab and change
the “Apply filters to” drop down menu to “Printed/exported report and onscreen view” and
then click “add”. Change the “Filter” dropdown to “Causes” and then click on the cause text field
and click ok.

• Check the box beside “Blocked Discharge”, click OK and then click Close.

10. Save hazoptest

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Section 11 – Version Control & Document Protection
Information in studies can be confidential. Secure the information by controlling access and tracking
changes.

1. Under the File Menu, approve the version of your

study by selecting
Release Managment

Approve this Draft

* version will change from Draft to A.0

(Approved)—this can be seen at the bottom right
of your study file.

2. In “Develop HAZOP Worksheet” under Node 2, Deviation 1, rank Severity and Likelihood. When
you first make changes, a prompt will appear, informing the user a the change is being applied
to an approved document. Click Yes and rank severity and Likelihood as seen below.

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3. Check under File
Release Management
View Change Log and View Revision Chain to view
the documented changes (see figure below)

4. Under Tools menu, go to Protection, and go through the three types of security features offered
here.

• Save hazoptest

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Section 12 – Linked Diagram
Illustrating main items will add an easy to follow visual of your
study.

1. Under ADMINISTRATION, place your cursor in the empty

space after Revalidation History worksheet, and right click
to add New Sheet – Linked Diagram.

2. Press Next, under New Sheet – Name page, call it “Process

Map”. Then, press Next again, under New Sheet –
Diagram, check Nodes and Types items.

3. Press Finish to get a new sheet called Process Map.

4. Place your cursor in the Study Items palette in the Process Map sheet.

5. Drag Nodes 1 to 4 into the drawing area of the sheet.

6. Open the folders for each Node (press on “+” sign) and similarly drag the Type (Line) under each
of Nodes 1 to 4.

7. Drag a triangle shape from the Shapes palette and place it over each of the “Lines” to change
the shape.
8. Right click on each of the “Lines”, select Format Shape, and change background color to Light
Yellow.

9. Use arrow lines from the Shapes palette to show connections in the process.

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 10. Drag a window over the first two nodes, then click on the first node and drag it 2 inches over to
the right
11. Right click on Node 4 and unlock text by unchecking Lock Text. Replace “Feed lines 2"-P-101 &
102 to stripper.” with “CHECK”. Right click on this Node, go to Format Shape and check Bold.

12. Go to Nodes worksheet tab to see linkage between Linked Diagram sheet and Nodes column.

13. Save hazoptest.

Thank you for completing this General End-User Exercise for PHA Pro 8. Please feel free to ask your
Dyadem Instructor or contact Dyadem Technical Support for any questions you may have. We would be
glad to help you.

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