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January 2007. Human Factors Work at the Energy Institute. Graham Reeves. …..Overview. Formed 2001 Safety Management Group

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Presentation Transcript
  • Formed 2001
    • Safety Management Group
    • 'environmental, organisational and job factors, and human and individual characteristics which influence behaviour at work in a way which can affect health and safety‘ (HSE. HSG48).
  • Members:
    • BP, ConocoPhillips, Exxon, HSE, Schlumberger, Shell
  • Help the Petroleum sector to understand and apply HF in its operations
    • Engage the industry and its stakeholders
    • Commission studies, provide information and share knowledge.
      • EI Human Factors webpage
      • EI & HSE co-funding of material
ei human factors website
…..EI Human Factors website

Seminars and


MAH Top Ten

HF Issues

Briefing Notes

Safety Information





Hearts and Minds

Future Work

mah top 10 key hf issues
…..MAH top 10 key HF issues
  • HF operationalised into 10 key issues:
    • Organisational change
    • Staffing arrangements and workload
    • Training and competence (and supervision)
    • Fatigue (from shiftwork and overtime)
    • Human factors in design (including alarm handling, control rooms, ergonomics)
    • Procedures
    • Organisational culture (and development) 
    • Communications and interfaces
    • Integration of human factors into risk assessment and investigations (including safety management systems)
    • Managing human failure (including maintenance error)
  • Resources listing available for each issue!
fatigue resource listing
…..Fatigue – resource listing
  • Definition
    • Impaired human reliability from fatigue.
  • Consequences
    • Loss of alertness, error, drowsiness, etc.
  • Introductory Resources
    • Human factors briefing notes resource pack – no. 5 Fatigue
  • Practical Tools
    • HSE Fatigue Risk Index
  • Advanced resources
    • Effect of shift schedule on offshore shiftworkers' circadian rhythms and health HSE RR 318, HSE Books (2005), ISBN 0 7176 2973 2
briefing notes

Alarm handling

Organisational change

Maintenance error


Safety critical procedures

Training and competence


Safety culture


Task analysis

Human reliability analysis


Behaviour observation and modification

Root cause analysis

Human factors integration

…..Briefing Notes
  • A 2- 3 page leaflet which commences with a definition, provides case studies, checklists and references, and explores solutions.
hf safety information bulletins
…..HF Safety Information Bulletins
  • Purpose: To encourage information sharing on the successful application of human factors methodologies to petroleum and allied industries operations,
    • Lessons learned from incidents or near misses;
    • New methods of working; or,
    • Novel human factors techniques.
  • Each topical bulletin provides an overview, describes the issue in detail, provides flowcharts, illustrations, etc., and gives references, such as to pertinent IP Human factors briefing notes
    • Manual and mechanical handling    
    • Safety when using ladders  
    • Assessing staffing requirements for hazardous situations   
    • Improving alarm systems   
    • Lifeboat design and body size   
    • Managing organisational change   
    • Integrating human factors into design and modifications of plant   
    • Using sleep contracts to manage fatigue risk   
    • Workspace modelling
  • Template available
staffing arrangements toolbox
…..Staffing Arrangements Toolbox
  • April 2004 – IP Safe staffing arrangements - user guide for CRR348/2001 methodology and its extension to automated plant and/or equipment, Energy Institute (2004) ISBN 0 85293 411 4.
  • a best practice approach to the CRR348/2001 methodology
    • supplementary guidance on how best to apply the CRR348/2001 methodology to automated plant and/or equipment
    • Downloads
      • Physical assessment trees
      • Ladder assessments (preparatory questions and ladders)

NB: Assessing the safety of staffing arrangements for process operations in the chemical and allied industries, Contract Research Report CRR348/2001, HSE Books (2001) ISBN 0 7176 2044 1.

  • September 2006 - IP Improving alertness through effective fatigue management
    • A supplement to HSE Managing shiftwork: Health and safety guidance (HSG 256 ISBN 0717661970).
    • Guidance derived from latest research, practical applications and case studies on alertness and fatigue.
    • Relevant to all sectors of the petroleum industry.
    • Downloads
      • Fatigue checklists
    • October 2006: EPSC Human Factors in Process Safety Conference
  • February 2006: IP Research Report: Viability of using sleep contracts as a control measure in fatigue management
  • 2003: IP Human factors briefing notes resource pack: No. 5: Fatigue, Energy Institute
hearts and minds programme
…..Hearts and Minds Programme
  • Shell 2002: The Hearts and Minds safety programme
    • Hearts and Minds Toolkit
      • Understanding your culture
      • Managing Rule Breaking
      • Risk Assessment Matrix
      • Making Change Last
      • Improving Supervision
      • Achieving Situation Awareness
      • Seeing Yourself as Others See You
      • Working Safely
      • Driving for Excellence
  • EI / Shell Publishing Agreement
  • Research
    • Safety leadership
    • Communication of lessons learned
what does the future hold
…..What Does the Future Hold
  • More EI HF Safety Information Bulletins?
  • Guidance on Human Factors in Incident Investigations
  • Guidance on Employee Participation
  • ?????