PROJECT’S NAME

Human Factors Engineering Screening Report

Revision Record

Issued for Approval

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Copyright: This document is the property of Petroleum Development Oman, LLC. Neither the whole nor any part of this document may be disclosed to others or reproduced, stored in a retrieval system, or transmitted in any form by any means (electronic, mechanical, reprographic recording or otherwise) without prior written consent of the owner.

01Rev. Date Reason for

IssueOriginator Checker Approver (ATA)

Responsible RTA’s distribution list:

Name Function Signature

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Name Function Signature

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Hold RecordSpecify any outstanding issues in the documentHold No. Section Description of Hold

Revision TrackingSpecify significant changes from previous revisions of the document (sorted by date)Rev. Date Description of Revision01 Issued for SELECT to EXECUTE Phase

User Notes:1. A controlled copy of the current version of this document is on PDO's live link. Before

making reference to this document, it is the user's responsibility to ensure that any hard copy, or electronic copy, is current. For assistance, contact the Document Custodian.

2. Users are encouraged to participate in the ongoing improvement of this document by providing constructive feedback.

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TABLE OF CONTENTS

ACRONYMS 5

1. INTRODUCTION 6

2. OBJECTIVES 6

3. PROJECT SCOPE 7

4. HFE SCREENING 8

5. HFE STRATEGY REPORT 11

6. ATTENDANCE LIST 17

7. APPENDIX 18

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Acronyms

ALARP As Low As is Reasonably Practicable

AP Authorized Person

ATA Accountable Technical Authority

BfD Basis for Design

CMF Control Management Framework

DCAF Discipline Controls and Assurance Framework

DEP Design and Engineering Practices

FEED Front End Engineering and Design

FtW Fitness To Work

HAZOP Hazard Operation

IIE Initial Impact Evaluation

HEMP Hazards and Effects Management Process

HFE Human Factors Engineering

HMI Human Machine Interface

HSSE & SP (HSE) Health, Safety, Security, Environment and Social Performance

MER Medical Emergency Response

O&M Operations and Maintenance

ORP Opportunity Realization Process

PDO Petroleum Development Oman

PR Procedure

RAM Risk Assessment Matrix

TRA Task Requirement Analysis

TSE Technical Safety Engineer

SP Specification

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1. INTRODUCTION

The PDO CMF (SP-1231) and DCAF require projects to conduct an HFE Screening, and to have the screening facilitated and approved by a PDO HFE AP.

The HFE Screening is largely an engagement session with the appropriate project team members to determine scope and complexity of a project and as a result determine the appropriate HFE Strategy for the project.

After the screening, projects are required to prepare a HFE Strategy for managing HFE implementation and have it approved by the PDO HFE TA, as per the HSE CMF. The HFE Screening should normally be conducted in SELECT phase and prior to HAZOP in DEFINE phase.

The HFE Strategy (report) will be issued within two weeks of the HFE Screening workshop and the final version is subject to the approval of a PDO HFE TA.

2. OBJECTIVES

The objective of the HFE screening workshop is to prepare an appropriate HFE Strategy for the project based on the requirements contained in DEP 30.00.60.10-Gen. (HFE in Projects). The HFE Strategy should:

Identify the HFE-specific standards or technical guidance to be included in the selection of engineering design standards for the project. 

Identify the key HFE design studies and HFE assurance activities required in the current and subsequent phases of the project

Define the HFE resourcing and organizational requirements necessary to ensure effective implementation of HFE in the current and subsequent phases of the project.

The HFE Strategy must be incorporated by reference into the Basis for Design as well as the Health Management Plan for the project, and into the contractual requirements for front-end engineering or detailed design as appropriate.

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3. PROJECT SCOPE

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4. HFE SCREENING

Project InformationProject Name & Directorate & Cluster:

High level Project scope (e.g. main equipment items, Brownfield/Greenfield, etc.):

Key contractors (e.g. during design and construction):

Project HFE Authorized Person (AP) (for all phases):

Screening InformationScreening Completed By:

Screening attendance (include attended/consulted/reviewed):

Screening date:Project phase at time of screening (Select or Define prior to HAZOP):

Major or Minor project?Question Response

(Y/N)Recommended Action

1. Are there known issues with operability and maintainability with similar equipment or have there been incidents where poor HFE design was a contributing factor to the incidents?

Y/N The Project should ensure relevant learning from incidents and known O&M issues are addressed in the design by proposing specific actions or design requirements for implementation by the project team. The Project should apply EMIS.PMQ.02 (Task Requirements Analysis (TRA)).

N.B. TRA will require support from a HFE Specialist – contact the PDO HFE TA (MSE42 / MCOH1) for more advice.

No further action Required

2. Will the project involve procuring and locating any of the following:• Manually operated valves• Automatic valves that require status verification or quick access

Y/N The Project should apply DEP 30.00.60.13 (HFE - Valves).

No further action Required

Y/N The Project should apply DEP 30.00.60.15 (HFE - Control Room

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3. Will the project involve any of the following:• A new control room • A new operator workstation• Modifying an existing control room/ workstation (Apply Control Room Decision Tree Tab)

Design).

No further action Required

4. Will the project involve any of the following:•Designing new process control graphics (HMI)•Modifying existing process control graphics (HMI) (Apply HMI Decision Tree Tab)

Y/N The Project should apply DEP 30.00.60.16 (HFE - HMI Design for Situation Awareness).

No further action Required

5. Will the project involve procuring vendor supplied packaged units/equipment?

Y/N The Project should apply DEP 30.00.60.18-Gen (HFE - Design and Procurement of Skid-Packaged Units).

No further action Required

6. Will the project involve new equipment items, or modifications to existing equipment that require human intervention during operation, maintenance and/or inspection?

Y/N The Project should apply DEP 30.00.60.20 (HFE – Workspace Design)

No further action Required

7. Will the project involve any of the following:• Equipment, component and cable identification• Panel and console labels• Pipe markers• Hazard identification signs• Information signs• Safe working load identification labels

Y/N The Project should apply SP-1284 (PDO Specification for Signs & Signboards and DEP 30.00.60.21 (HFE – Labelling of Facilities, Equipment and Piping).

No further action Required

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8. Has the Project defined how it will verify compliance with the HFE requirements and who will be responsible?

Y/N The Project should ensure the design construction is reviewed by HFE Authorized Person (AP) to verify that it complies with the project HFE design requirements. Submit requests for technical deviations to HFE design standards adopted by the project to the PDO HFE TA.

No further action Required

Additional Notes / Comments

Date

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5. HFE STRATEGY REPORT

Project InformationProject Name & Directorate & Cluster:

High level Project scope (e.g. main equipment items, Brownfield/Greenfield, etc.)

Key contractors (e.g. during design and construction)

Project HFE Authorized Person (AP) (for all phases)

Screening InformationScreening Completed By

Screening attendance (include attended/consulted/reviewed)

Screening date:Project phase at time of screening (Select or Define prior to HAZOP)

Major or Minor project?Report Screening Notes:

1. The Screening report/HFE Strategy should be regarded and treated as any CMF deliverables for the project. It should be distributed for comment and review; at least to the individuals who participated in the screening, and approved by the project manager. It should be kept in project documentation for auditing purposes. 2. The Actions adopted should be put into a tracking register, either stand-alone or as part of a master HSSE register. 3. The project (ideally through the HFE AP, but at least by the TSE) should track the progress and timeliness of the Actions and the necessary measures to close them. 4. The project should verify compliance with the Actions and the design requirements, through design reviews, and during construction. A final HFE close-out report or summary confirming close out of all Actions is required.

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Question Response (Y/N)

Recommended Action

Action Owner/Dates

1. Are there known issues with operability and maintainability with similar equipment or have there been incidents where poor HFE design was a contributing factor to the incidents?

The Project should ensure relevant learning from incidents and known O&M issues are addressed in the design by proposing specific actions or design requirements for implementation by the project team. The Project should apply EMIS.PMQ.02 (Task Requirements Analysis (TRA)).

N.B. TRA will require support from a HFE Specialist – contact the PDO HFE TA (MSE42 / MCOH1) for more advice.

2. Will the project involve procuring and locating any of the following:• Manually operated valves• Automatic valves that require status verification or quick access

If valves are included in the project scope then the HFE Strategy should ensure the design allows for safe access and operation of all valves according to their criticality. This could be achieved by requiring the following• Identification of critical valves and defining the accessibility requirements (including vendor supplied skid packaged unit valves).• Determining which valves require actuators or remote operators. • Identifying critical valves within P&lDs to facilitate design verification • Verifying that the Project complies with the design requirements

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Question Response (Y/N)

Recommended Action

Action Owner/Dates

3. Will the project involve any of the following:• A new control room • A new operator workstation• Modifying an existing control room/ workstation (Apply Control Room Decision Tree Tab)

The objective here is to ensure the control room/operator workstation design satisfies the operational requirements of all end users. The key activities necessary to support a user-centered design is by: • Identifying relevant HFE design requirements and including them in the appropriate contractual documents. • Incorporating the relevant design requirements into the design and verifying them throughout the design and construction process.

4. Will the project involve any of the following:•Designing new process control graphics (HMI)•Modifying existing process control graphics (HMI) (Apply HMI Decision Tree Tab)

The objective here is to ensure the Human Machine Interface (HMI) supports high levels of usability and situation awareness. The key activities necessary to support such a user-centred design is by: • Defining critical operator tasks, identifying relevant design and functional requirements and including them in the appropriate contractual documents. • Reviewing and validating the HMI style and graphics designs.

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Question Response (Y/N)

Recommended Action

Action Owner/Dates

5. Will the project involve procuring vendor supplied packaged units/equipment?

The objective here is to ensure the risk to health, safety and human reliability during operation or maintenance of vendor supplied packaged units is minimized. The key activities necessary to support such a design is by: • Identifying relevant HFE design requirements and including them in Vendor Package Specifications. • Ensuring the Vendor provides adequate and early opportunity for design reviews.

6. Will the project involve new equipment items, or modifications to existing equipment that require human intervention during operation, maintenance and/or inspection?

The objective here is to ensure efficient and safe access to equipment for operation, maintenance and/or inspection activities under all operating conditions. This can be achieved by identifying and incorporating relevant HFE design requirements and verifying compliance throughout the design process.

7. Will the project involve any of the following:• Equipment, component and cable identification• Panel and console labels• Pipe markers• Hazard identification signs• Information signs• Safe working load identification labels

The objective here is to ensure signs and labels are visible and legible, that where applicable they indicate the presence of hazards and dangers, that they minimize the risk of equipment misidentification and support personnel to execute tasks safely and efficiently. This can be achieved by identifying and then specifying the relevant design requirements as well as approving the content, design and positioning of signs and labels when appropriate.

Question Response Recommended Action Owner/Dates

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(Y/N) Action

8. Has the Project defined how it will verify compliance with the HFE requirements and who will be responsible?

HFE design verification is essential for both technical and quality assurance. The verification has to be done by someone with the appropriate HFE competence (i.e., the HFE Authorized Person) and has to be done against the project HFE standards and any HFE design requirements identified in the project HFE Strategy Report. It should start early to avoid costly modifications at a later stage. It is important to liaise with operations and maintenance (O&M) during these reviews. Verification activities can take many forms, for example: • Review of plot plan or general arrangement drawings• Review of equipment specifications and other design documentation • Review of detail layout drawings, in particular vendor supplied packages and control panels/cabinets • Participation in 3D model reviews (30/60/9096) (see DEP 30.10.05.11-Gen.) • Validation during construction inspections and walk-through to ensure that the HFE design intent is assured and is not compromised by decisions made to meet conflicting construction requirements.

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Additional Notes / Comments

Date

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6. ATTENDANCE LIST

ATTENDANCE LIST SHEETDescription:

Date: Venue: Conducted by: Sr. No.

Name Reference Indicator

Job Title Signature

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7. APPENDIX

7.1 Control Room Decision Tree

7.2 HMI Decision Tree

Does the project include a new HMI to a process

control system, or a major change to an

existing process control HMI (See Note 1)?

Is it a Minor change (<20%) to an existing HMI framework?

Will it significantly change any HMI elements used in Critical activities?

NO

NO

YES

YES YES

NO

STOP.

Do not include this DEP in project

baseline.

Include this DEP in project baseline.

Project is HMI Category 2

Include this DEP in project baseline.

Project is HMI Category 1

Include this DEP in project baseline.

Project is HMI Category 2

(not a minor change)

Does the project include a new HMI to a process

control system, or a major change to an

existing process control HMI (See Note 1)?

Is it a Minor change (<20%) to an existing HMI framework?

Will it significantly change any HMI elements used in Critical activities?

NO

NO

YES

YES YES

NO

STOP.

Do not include this DEP in project

baseline.

Include this DEP in project baseline.

Project is HMI Category 2

Include this DEP in project baseline.

Project is HMI Category 1

Include this DEP in project baseline.

Project is HMI Category 2

(not a minor change)

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7.3 Verification Activities in EXECUTE Phase

Project must decide on Fit-for-Purpose Execution Strategy based on Scope and Complexity:A. HFE Design Studies

1. The HFE design studies identified in the project HFE Strategy, and any new actions identified through the HFE studies conducted during the DEFINE phase, shall be completed.

B. HFE design verification1. The design shall be reviewed to verify that the design complies with the project HFE Standards as defined

in the project PDO Technical Standards Selection List, and any HFE requirements identified through HFE studies conducted in DEFINE and EXECUTE phases have been satisfied.

C. HFE construction verification1. A plan for verifying HFE compliance during construction shall be produced. This can be done in

conjunction with the Flawless Project Delivery program (FPD). Irrespective of whether the verification is led by HFE or FPD the plan should specify the HFE quality control activities to be conducted during the construction phase.

2. The plan shall be produced as early as practical during the EXECUTE phase, so that it can be included in construction contracts. Guidance on the content of such a HFE Plan for Construction is provided in DEP 30.00.60.10 (Appendix B).

D. Support to ALARP demonstrations1. ALARP Demonstration must state how HFE Principles were applied to the project phaseE. HFE in PSSR/PSUAs1. HFE shall be included as a subject in the pre start-up safety review or the pre-start-up audits, as

appropriate. This shall validate that construction of the facility has met the HFE design requirements, and has not introduced new HFE risks.

F. Project HFE close-out report1. A documented demonstration of the implementation of the project HFE Strategy shall be prepared and

should be included in the HFE Studies Close-out Report

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8. REFERENCES

Discipline Controls and Assurance Framework (DCAF) Tool.

HFE Shell DEPs Version 40.

PDO SP-1231: Occupational Health.

PDO SP-1284: Signs & Signboards

PDO SP-2215: Human Factors Engineering in Projects

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