1.2 Scope
The scope of this guideline addresses process safety activities that are essential for effectively managing the risks associated with the different transient operating modes, recognizing that not all activities will apply to every mode. Since the risk of incidents can be high during the startâups and shutâdowns for normal operations in most manufacturing facilities, this book presents incidents that occurred during startâups and shutâdowns, providing insights as to why they happened and guidance on how to minimize the risk in the future. The important distinction between âtransient operationsâ and the âtransient operating modeâ should be understood. This guideline defines the transient operating mode in the context of normal, abnormal, and emergency operations, providing a clear and understandable terminology of what is a âtransient operating mode.â Details on this distinction will be provided in Chapter 2.
The other âtransient operationsâ do not apply to the scope of this guideline. These transient operations include, among others, âinfrequent or nonâroutine activitiesâ and âworkarounds.â The distinction is critical for understanding of this guideline's scope, as the term âtransient operationsâ means many different things depending on the context and views of those who are noting such transition times.
For example, âtransient operationsâ include a major grade change in a polymer reactor or summer to winter operating mode change for a refinery. These tend to be routinely practiced, have well documented procedures and are usually done without a shutâdown. These types of transient operations are not covered in this guideline either.
It should be noted that the hazards and risks associated with nonâroutine activities, performed less frequently than normal activities, should be understood by everyone performing the infrequent task. As discussed in this guideline's Foreword, âmany dedicated safety professionalsâŚhave borne witness to the human cost, property damage and environmental destructionâŚâ when nonâroutine, infrequent tasks are not performed safely.
In addition, workarounds can be defined as âcreative solutions made to overcome an issue without actually solving it.â Wellâintentioned workarounds can be small, quick, and simple âoneâminuteâ changes which create âbad memoriesâ at a facility [2, pp. 209â234]. In other words, incidents have occurred â and will occur â when those performing the infrequent tasks or making simple material or procedural changes have not thoroughly refreshed their understanding of the task's hazards and have not thoroughly addressed the task's risks.
Another way to describe the scope of this guideline is to recognize that transient operating modes are planned, anticipated activities, even though some of them, such as an emergency shutâdown, are prevented as much as possible. Whether during normal operations or when in transition, all operating modes need to have developed procedures which are documented, reviewed, and practiced through training and onâtheâjob exercises. By contrast, there are other transient operating modes that are not planned, and therefore should be handled ad hoc by use of rigorous change management and hazards assessment procedures for the specific situation at hand. For example, a batch reactor that has been fed the wrong reactant by mistake and has created a viscous material which cannot be removed by normal cleaning procedures would not have a written procedure applicable to this situation. In this case, a team of experts would be needed to develop specific, nonâroutine actions to recover from this deviation. This team of experts would understand potential hazards and assess their associated risks, ensuring that the nonâroutine activity will not place people at risk to a loss of control of a hazardous material or energy.
In short, if the abnormal operation has a procedure associated with it (even if it is only âhit the shutâdown button and evacuateâ), it is covered by this guideline. If not, then the activity is outside the scope.
Clear definitions help establish a consistent language between practitioners when discussing the transient operating modeâspecific risks and how these risks can be effectively managed for each of the transient operating modes. Since the scope of this guideline is limited to the transient operating mode, other references are noted as additional resources [3] [4] [5] [6] [7] [8] [9]. In particular, some of the incident data summarized from the 1990's includes the following:
When the equipment is being shut down (th...