HAZOP – Secretary Training Course – 1 Day

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HAZOP Secretary Training Course

The Role

HAZOP study is the most commonly used technique to identify causes of potential process upsets, in order to identify hazardous situations or operability problems.  These might include injury or health risks, damage to equipment, plant downtime, product quality and environmental emissions.

The role of HAZOP secretary (sometimes called scribe or recorder) is far more than taking a written record of proceedings. The HAZOP leader and secretary have to understand each other and work together to keep the meeting on track. The secretary’s ability often determines the pace of the meeting and a top flight secretary can help to focus the team’s discussion and minimise delay with  proactive recording.

 Purpose of Course

The course is intended for those who have little or no prior knowledge of HAZOP studies, and with varying degrees of technical knowledge.

It provides an overview of the HAZOP process and explains the range of activities, which the secretary may be involved in – planning, recording and managing the follow-up actions.

Planning may involve selecting and setting up the meeting venue, organizing documentation, preparing terms of reference and dealing with personnel matters.

HAZOP meeting minutes are recorded on ‘worksheets’ using MS Word, MS Excel or proprietary HAZOP software. The merits of each are discussed but the emphasis is on principles rather the mechanics of operating the software. Although the Team Leader is primarily responsible for preparing the interim and final HAZOP reports, the secretary can complete a significant proportion of the reports.

The HAZOP cannot be finalized until all actions have resolved and it often falls to the secretary to monitor and report progress.


Key Objectives

  • to understand the principles, purpose and scope of HAZOP
  • to understand the team roles and information requirements
  • to understand how to plan, record and report a HAZOP Study
  • to understand how HAZOP actions should be managed effectively.


  1. Introduction to the Course

1.1       Course purpose, aims and objectives

1.2       HAZOP overview


  1. HAZOP Methodology

2.1       Carrying out the study

2.2       HAZOP procedure flow diagram

2.3       Causes of process deviations

2.4       Parameters and guidewords

2.5       Consequences and safeguards


  1. Planning a HAZOP study

3.1       Terms of reference

3.2       Team selection

3.3       Preparing the venue

3.4       Organising documentation

3.5       Use of a planning checklist


  1. Reporting a Study

4.1       Recording guidelines

4.2       Worksheet example

4.3       Reporting guidelines

4.4       Use of recording software


  1. Action Control

5.1       Actions and responses

5.2       Action sheet example

5.3       Managing post-HAZOP change

Duration: 1 Day

Cost: £295 + Vat


HAZOP Secretary Training Course

Online HAZOP Secretary Training Course

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