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Process Safety
Blind Spots:

EXPOSED!

Improving safety for organizations involve more than technological solutions; understanding processes and plant
interactions are equally important. Oftentimes, “blind spots” are recognized as a significant contributor to a major
accident. Here are the top process safety blind spots every engineer/manager should be aware of:
Blind Spot #1

Blind Spot #2

The Safety 	
	
	
Assessment Hitch

The Project
Execution Woe
Today’s typical large-scale engineering
projects have major teams that interact
with many organizations. As such,
thousands of documents are created;
information is communicated through
many different media and quality check
process is constantly challenged.
Undetected errors can occur if the data
exchange protocols are not well defined or
managed.

Blind Spot #3

The Technology 	
Squeeze

The Human Factor
A well-designed system, organization
or procedure integrates humans into
processes where they are known to
perform well, and it avoids or minimizes
activities that humans are known to
perform less reliably. If this is not the case,
the expected error rate will be higher, and
the resulting errors may be overt, hidden
or unforeseen. Human error in any type of
process or activity increases when humans
are under tasked, over tasked or placed
under stress.

New technology and new designs often
create unforeseen “challenges”. When
the industry embraced open systems, the
Microsoft® Operating System became
a standard component in many control
systems. The unforeseen risk was an
ongoing urgency to install frequent
software “patches” to correct security
holes and software stability problems. This
and similar blind-spots can degrade the
system.

Blind Spot #5

Blind Spot #4

The Safety Assessment Hitch
Safety assessments such as hazard and
operability studies (HAZOPS) identify
hazards and quantify their respective risk.
A hidden deficiency in this process can
result in risks that are underestimated so
that the applied Independent Protection
Layers (IPL’s) are inadequate. A hazard can
be missed or incorrectly assessed if the
team is missing key technical, operating or
maintenance expertise.

Blind Spot #6

The Organization
Drag
High-performance organizations of the
type needed to manage high-integrity
safety systems are not at a natural state;
the laws of entropy apply. Organizations
undergo continuous change, whether
desired or not. The organization affects
the other listed modes in positive and
negative ways, which means it contributes
to blind spots. A seemingly subtle change
in priorities, staffing, training, etc. can
significantly affect process safety as it
interacts with other listed modes.

Blind Spot #7

?

Blind Spot #8

The Risk Acceptance 	
Creep

The Accident
Investigations
Dilemma

Individual risk tolerances can shift when
the person is faced with an immediate
decision on whether to proceed (e.g.,
maintain production) or revert to a
known safe state (e.g., shutdown). Risk
acceptance appears to increase or
perhaps, risk denial occurs.

	

Past theory and practices for accident
investigations took an approach that often
cited “operator error” as the root cause.
The new theory, which takes a much wider
view, will often trace the root cause to a
management failure or a failure of system
in which humans function. Those applying
the old approach are not aware of where
the true weakness in their systems exists,
so similar accidents may reoccur.

The Operations and
Maintenance Flaw
Operating modes may exist that are “below
the radar” and, therefore, not assessed
from a safety and risk perspective. On the
maintenance side, off-the-books repairs
and undocumented software changes may
be implemented in response to a problem
that occurs during an unscheduled event
holiday weekend maintenance callout.

Blind Spot #9

The Management and 	
Leadership Puzzle
By words, actions and examples,
management and safety leaders
demonstrate their expectations.
Subordinates interpret this message and
bias their actions and attitudes accordingly.
Given the challenges of communications
in large and complex organizations, a few
misunderstood words or an ambiguous
or conflicting message may degrade the
process safety attitude of employees.

The Process Safety Management Asia 2013 summit will focus on aligning operational safety for
risk and hazard detection, safety audits and compliance for the Oil & Gas and Petrochemicals
sector. Visit www.ProcessSafetyAsia.com for more information.
To attend the conference, email enquiry@iqpc.com.sg or call +65 6722 9388.

References:
Charles Perrow, Normal Accidents: Living with High-Risk Technologies New York, Basic Books Inc., 1999.
Tom Shephard and David Hansen, “IEC 61511 Implementation – The Execution Challenge” Control magazine, May 2010.
Peter Bullemer and Doug Metzger, “CCPS Process Safety Metric Review: Considerations from an ASM Perspective” ASM Consortium Metrics Work Group, May 23, 2008.
Nancy Bartels, “Worst Fears Realized” Control Engineering magazine, September 24, 2010.
Sydney Decker, The Field Guide to Understanding Human Error, Surrey UK, Ashgate Publishing Ltd., reprint 2010.

Adapted from “Process Safety: Blind Spots
and Red Flags” by: Tom Shephard, CAP, PMP,
Mustang Engineering, LP as Published in
Hydrocarbon Processing, March, 2011.
Copyright: ©Mustang Engineering, L.P. 2011

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Process Safety Blind Spots: EXPOSED [Infographic]

  • 1. Process Safety Blind Spots: EXPOSED! Improving safety for organizations involve more than technological solutions; understanding processes and plant interactions are equally important. Oftentimes, “blind spots” are recognized as a significant contributor to a major accident. Here are the top process safety blind spots every engineer/manager should be aware of: Blind Spot #1 Blind Spot #2 The Safety Assessment Hitch The Project Execution Woe Today’s typical large-scale engineering projects have major teams that interact with many organizations. As such, thousands of documents are created; information is communicated through many different media and quality check process is constantly challenged. Undetected errors can occur if the data exchange protocols are not well defined or managed. Blind Spot #3 The Technology Squeeze The Human Factor A well-designed system, organization or procedure integrates humans into processes where they are known to perform well, and it avoids or minimizes activities that humans are known to perform less reliably. If this is not the case, the expected error rate will be higher, and the resulting errors may be overt, hidden or unforeseen. Human error in any type of process or activity increases when humans are under tasked, over tasked or placed under stress. New technology and new designs often create unforeseen “challenges”. When the industry embraced open systems, the Microsoft® Operating System became a standard component in many control systems. The unforeseen risk was an ongoing urgency to install frequent software “patches” to correct security holes and software stability problems. This and similar blind-spots can degrade the system. Blind Spot #5 Blind Spot #4 The Safety Assessment Hitch Safety assessments such as hazard and operability studies (HAZOPS) identify hazards and quantify their respective risk. A hidden deficiency in this process can result in risks that are underestimated so that the applied Independent Protection Layers (IPL’s) are inadequate. A hazard can be missed or incorrectly assessed if the team is missing key technical, operating or maintenance expertise. Blind Spot #6 The Organization Drag High-performance organizations of the type needed to manage high-integrity safety systems are not at a natural state; the laws of entropy apply. Organizations undergo continuous change, whether desired or not. The organization affects the other listed modes in positive and negative ways, which means it contributes to blind spots. A seemingly subtle change in priorities, staffing, training, etc. can significantly affect process safety as it interacts with other listed modes. Blind Spot #7 ? Blind Spot #8 The Risk Acceptance Creep The Accident Investigations Dilemma Individual risk tolerances can shift when the person is faced with an immediate decision on whether to proceed (e.g., maintain production) or revert to a known safe state (e.g., shutdown). Risk acceptance appears to increase or perhaps, risk denial occurs. Past theory and practices for accident investigations took an approach that often cited “operator error” as the root cause. The new theory, which takes a much wider view, will often trace the root cause to a management failure or a failure of system in which humans function. Those applying the old approach are not aware of where the true weakness in their systems exists, so similar accidents may reoccur. The Operations and Maintenance Flaw Operating modes may exist that are “below the radar” and, therefore, not assessed from a safety and risk perspective. On the maintenance side, off-the-books repairs and undocumented software changes may be implemented in response to a problem that occurs during an unscheduled event holiday weekend maintenance callout. Blind Spot #9 The Management and Leadership Puzzle By words, actions and examples, management and safety leaders demonstrate their expectations. Subordinates interpret this message and bias their actions and attitudes accordingly. Given the challenges of communications in large and complex organizations, a few misunderstood words or an ambiguous or conflicting message may degrade the process safety attitude of employees. The Process Safety Management Asia 2013 summit will focus on aligning operational safety for risk and hazard detection, safety audits and compliance for the Oil & Gas and Petrochemicals sector. Visit www.ProcessSafetyAsia.com for more information. To attend the conference, email enquiry@iqpc.com.sg or call +65 6722 9388. References: Charles Perrow, Normal Accidents: Living with High-Risk Technologies New York, Basic Books Inc., 1999. Tom Shephard and David Hansen, “IEC 61511 Implementation – The Execution Challenge” Control magazine, May 2010. Peter Bullemer and Doug Metzger, “CCPS Process Safety Metric Review: Considerations from an ASM Perspective” ASM Consortium Metrics Work Group, May 23, 2008. Nancy Bartels, “Worst Fears Realized” Control Engineering magazine, September 24, 2010. Sydney Decker, The Field Guide to Understanding Human Error, Surrey UK, Ashgate Publishing Ltd., reprint 2010. Adapted from “Process Safety: Blind Spots and Red Flags” by: Tom Shephard, CAP, PMP, Mustang Engineering, LP as Published in Hydrocarbon Processing, March, 2011. Copyright: ©Mustang Engineering, L.P. 2011