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www.advisian.com
GPCA Conference - Dubai
May 2018
Tony Geraghty
Human Factors
What role should they play
in Responsible Care®?
The goal:
“By 2020 all Chemicals will be produced
and used in ways that minimise risks for
Human Health and the Environment”
“Through Responsible Care ®, Global
Manufacturers commit to pursue an ethic
of safe chemicals management and
performance excellence worldwide”
Responsible Care® began in Canada in 1985 and has
spread to 65 Countries around the world
In this presentation examines
one facet of Human Behaviour
and how attention paid to it
enhances the ability of users to
achieve and sustain performance
excellence in terms of Plant
Reliability and Safety
This presentation examines one facet of Human
Behaviour and how attention paid to it enhances
the ability of users to achieve and sustain
performance excellence in terms of Plant
Reliability and Safety
People
• Tailored org. structure
• Clear roles and resp.
• Capability development
• Performance mgmt.
Business processes
• Best practices (e.g. RCM)
• Integrated value chain
• High capability
• Fast & cost effective
Management system
• KPIs and score cards
• Linked to strategy
• Decisions and actions
• Accountabilities
Performance culture
• Learning organisation
• Always testing the current
• Continuous improvement
Behaviours
• Fact based dialogue
• Team based vs. individual
• Embedded & ingrained
Results
• Delivered and sustained
• Owned by organisation
• Achieved by organisation
Technology
• Capitaldevelopment strategy
• Technology integration
• Operational readiness&delivery
• Assetoptimisation &decomm
Developing a performance culture requires
improving processes, management
systems, organisational alignment,
and technology deployment
This is crucial because what your people do
(particularly in the front line) determines your success…
Understanding how to
approach the topic of
“Human Factors”
Prof James T Reason PhD
Emeritus Professor at Manchester
University Dept of Psychology
Wrote the book shown in 1990 which
includes an excellent methodological
process for understanding why mistakes
happen and what can be done to prevent
them
Probably most widely known for the “Swiss
Cheese” description concerning the design
of Accident Barriers
We have found the approach to Human Factors
devised by Reason to be invaluable
Reason breaks Human Error down
into 4 broad classifications of type
Anthropometric factors: Errors that occur because a person (or part of a person, such
as a hand or arm):
• simply cannot fit into the space available to do something
• cannot reach something
• is not strong enough to lift or move something
Human sensory factors: Errors that occur because a person cannot see (field of view,
colour schemes), or cannot hear (background noise levels)
Physiological factors: Errors that occur because of environmental stresses which reduce
human performance (temperature, vibration, tiredness, humidity)
Psychological factors: our interest today……
Reason calls these Psychological Errors
“Unsafe Acts” and differentiates between them
UNINTENDED
ACTION
INTENDED
ACTION
Attentional failures
Do incorrectly something
I normally do correctly
Memory failures
Miss out a step in a planned
sequence of events
Rule-based mistakes
Follow the “rules”, but the rules
are inappropriate or wrong
Routine violations
Exceptional violations
Acts of sabotage
SLIP
LAPSE
MISTAKE
VIOLATION
Knowledge-based mistakes
React inappropriately to a new
situation (where no “rules” exist)
How to test whether your
front-line staff have the
“right rules” in place
1. What do we want the asset to do?
2. How can it fail?
3. What causes the functional failures?
4. What happens when a failure occurs?
5. How much does each failure matter?
6. Can we predict or prevent failure and should
we be doing so?
7. How should we manage the failure if
prediction or prevention is not an option?
We noticed over the years, having led hundreds
of RCM Implementations, that when we asked
the question “What was the biggest benefit of
the study?” it was almost always a question of
Function
Either revealing something unknown…
Or something that had been forgotten…
Or something that was never true….
Or something that had been superceded
The Reliability Centred Maintenance (RCM) Process is
extremely accurate at clarifying this area
Functions
Functional
Failure
1
Failure
Modes
Failure
Effects
Consequences
Proactive
Tasks
Default
Tasks
2 3 4 5 6 7
How RCM deals with the question of Function
Form What can it do …...
…. from the asset in its
current operating context
Function The performance we want
…...
You absolutely, positively have
to differentiate between two
things
• What your assets ARE (Form)
• What they need to DO (Function)
If you do this exercise with your front-line staff,
you will be amazed at what emerges
Facilitator
Maintenance
Supervisor
Technicians
Specialists
Operators
Operations
Supervisor
Two quick examples from an extensive library of
experience
England Chemical Works
Ice Plant Failures
The “rules” were wrong
Avoided £1.5m capex
Boosted output by £1m/yr
England Chemical Works
Drum Shaker design
Function found to be superfluous
Removed a 6 monthly outage
Avoided potential exposure
How our implementation of
RCM changed into a
“Vulnerability Study”
Examples like these prompted us to reshape a classic
RCM into a “Vulnerability Study”
A Classic RCM begins by the Users selecting an asset to analyse and then
proceeding sequentially through the 7 Questions
This can take a long time and be resource intensive
There’s always the danger that the “wrong” asset may be chosen for review –
leading to wasted time and expense
A much better solution is to analyse the whole plant (or production line, or process)
from the top level and only asking Question 1 about all of the assets
The writing of the operating context and the use of that to determine an agreed list
of functions is where you will capture most of the value and where you will discover
most of the places where Reason’s “Rule Based” and “Knowledge Based” mistakes
could occur
Functions
Functional
Failure
1
Failure
Modes
Failure
Effects
Consequences
Proactive
Tasks
Default
Tasks
2 3 4 5 6 7
0 2 4 6 8 10
After
Before
# of trips
8
2
-75%
95
96
97
98
99
100
Compressor 1 Compressor 2 Compressor 3
Before After
target
% Availability
We should always be questioning whether we know
enough to maintain Responsible Care®
The Challenge
• This client had a 3x50% fleet of gas export Booster Compressors
whose reliability was unacceptably low
• The machines were “identical” yet their performance appeared
markedly different
• Previous attempts to improve performance had not worked
What we did
• We led Vulnerability Study with a User Group drawn from
Operations, Maintenance & Process Engineering functions
• Conducted a detailed analysis of the production, maintenance and
condition monitoring data coupled with interviews in the field
• Revealed commissioning errors, start-up procedure problems,
inappropriate maintenance and incorrect system knowledge.
• Built a programme to tackle performance
Benefits
• Trips reduced by 75%
• Unscheduled downtime eliminated
• Fleet availability now exceeding delivery target
• Awarded “Project of the year” by Gas Director
Contact details
Tony Geraghty
Vice President, Reliability SME
E: anthony.geraghty@advisian.com
P: + 44 (0) 771 734 6660
If you would like to find out more about this approach, or discuss issues
raised in this short paper, please get in touch. I would love to hear from
you.
DISCLAIMER
This presentation has been prepared by a representative of Advisian.
The presentation contains the professional and personal opinions of the presenter, which are given in good faith. As such, opinions presented herein may not always necessarily reflect the position of
Advisian as a whole, its officers or executive.
Any forward-looking statements included in this presentation will involve subjective judgment and analysis and are subject to uncertainties, risks and contingencies—many of which are outside the
control of, and may be unknown to, Advisian.
Advisian and all associated entities and representatives make no representation or warranty as to the accuracy, reliability or completeness of information in this document and do not take responsibility
for updating any information or correcting any error or omission that may become apparent after this document has been issued.
To the extent permitted by law, Advisian and its officers, employees, related bodies and agents disclaim all liability—direct, indirect or consequential (and whether or not arising out of the negligence,
default or lack of care of Advisian and/or any of its agents)—for any loss or damage suffered by a recipient or other persons arising out of, or in connection with, any use or reliance on this presentation or
information.

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GPCA Conference - Human Factors Role in Responsible Care

  • 1. www.advisian.com GPCA Conference - Dubai May 2018 Tony Geraghty Human Factors What role should they play in Responsible Care®?
  • 2. The goal: “By 2020 all Chemicals will be produced and used in ways that minimise risks for Human Health and the Environment” “Through Responsible Care ®, Global Manufacturers commit to pursue an ethic of safe chemicals management and performance excellence worldwide” Responsible Care® began in Canada in 1985 and has spread to 65 Countries around the world In this presentation examines one facet of Human Behaviour and how attention paid to it enhances the ability of users to achieve and sustain performance excellence in terms of Plant Reliability and Safety
  • 3. This presentation examines one facet of Human Behaviour and how attention paid to it enhances the ability of users to achieve and sustain performance excellence in terms of Plant Reliability and Safety
  • 4. People • Tailored org. structure • Clear roles and resp. • Capability development • Performance mgmt. Business processes • Best practices (e.g. RCM) • Integrated value chain • High capability • Fast & cost effective Management system • KPIs and score cards • Linked to strategy • Decisions and actions • Accountabilities Performance culture • Learning organisation • Always testing the current • Continuous improvement Behaviours • Fact based dialogue • Team based vs. individual • Embedded & ingrained Results • Delivered and sustained • Owned by organisation • Achieved by organisation Technology • Capitaldevelopment strategy • Technology integration • Operational readiness&delivery • Assetoptimisation &decomm Developing a performance culture requires improving processes, management systems, organisational alignment, and technology deployment This is crucial because what your people do (particularly in the front line) determines your success…
  • 5. Understanding how to approach the topic of “Human Factors”
  • 6. Prof James T Reason PhD Emeritus Professor at Manchester University Dept of Psychology Wrote the book shown in 1990 which includes an excellent methodological process for understanding why mistakes happen and what can be done to prevent them Probably most widely known for the “Swiss Cheese” description concerning the design of Accident Barriers We have found the approach to Human Factors devised by Reason to be invaluable
  • 7. Reason breaks Human Error down into 4 broad classifications of type Anthropometric factors: Errors that occur because a person (or part of a person, such as a hand or arm): • simply cannot fit into the space available to do something • cannot reach something • is not strong enough to lift or move something Human sensory factors: Errors that occur because a person cannot see (field of view, colour schemes), or cannot hear (background noise levels) Physiological factors: Errors that occur because of environmental stresses which reduce human performance (temperature, vibration, tiredness, humidity) Psychological factors: our interest today……
  • 8. Reason calls these Psychological Errors “Unsafe Acts” and differentiates between them UNINTENDED ACTION INTENDED ACTION Attentional failures Do incorrectly something I normally do correctly Memory failures Miss out a step in a planned sequence of events Rule-based mistakes Follow the “rules”, but the rules are inappropriate or wrong Routine violations Exceptional violations Acts of sabotage SLIP LAPSE MISTAKE VIOLATION Knowledge-based mistakes React inappropriately to a new situation (where no “rules” exist)
  • 9. How to test whether your front-line staff have the “right rules” in place
  • 10. 1. What do we want the asset to do? 2. How can it fail? 3. What causes the functional failures? 4. What happens when a failure occurs? 5. How much does each failure matter? 6. Can we predict or prevent failure and should we be doing so? 7. How should we manage the failure if prediction or prevention is not an option? We noticed over the years, having led hundreds of RCM Implementations, that when we asked the question “What was the biggest benefit of the study?” it was almost always a question of Function Either revealing something unknown… Or something that had been forgotten… Or something that was never true…. Or something that had been superceded The Reliability Centred Maintenance (RCM) Process is extremely accurate at clarifying this area Functions Functional Failure 1 Failure Modes Failure Effects Consequences Proactive Tasks Default Tasks 2 3 4 5 6 7
  • 11. How RCM deals with the question of Function Form What can it do …... …. from the asset in its current operating context Function The performance we want …... You absolutely, positively have to differentiate between two things • What your assets ARE (Form) • What they need to DO (Function)
  • 12. If you do this exercise with your front-line staff, you will be amazed at what emerges Facilitator Maintenance Supervisor Technicians Specialists Operators Operations Supervisor
  • 13. Two quick examples from an extensive library of experience England Chemical Works Ice Plant Failures The “rules” were wrong Avoided £1.5m capex Boosted output by £1m/yr England Chemical Works Drum Shaker design Function found to be superfluous Removed a 6 monthly outage Avoided potential exposure
  • 14. How our implementation of RCM changed into a “Vulnerability Study”
  • 15. Examples like these prompted us to reshape a classic RCM into a “Vulnerability Study” A Classic RCM begins by the Users selecting an asset to analyse and then proceeding sequentially through the 7 Questions This can take a long time and be resource intensive There’s always the danger that the “wrong” asset may be chosen for review – leading to wasted time and expense A much better solution is to analyse the whole plant (or production line, or process) from the top level and only asking Question 1 about all of the assets The writing of the operating context and the use of that to determine an agreed list of functions is where you will capture most of the value and where you will discover most of the places where Reason’s “Rule Based” and “Knowledge Based” mistakes could occur Functions Functional Failure 1 Failure Modes Failure Effects Consequences Proactive Tasks Default Tasks 2 3 4 5 6 7
  • 16. 0 2 4 6 8 10 After Before # of trips 8 2 -75% 95 96 97 98 99 100 Compressor 1 Compressor 2 Compressor 3 Before After target % Availability We should always be questioning whether we know enough to maintain Responsible Care® The Challenge • This client had a 3x50% fleet of gas export Booster Compressors whose reliability was unacceptably low • The machines were “identical” yet their performance appeared markedly different • Previous attempts to improve performance had not worked What we did • We led Vulnerability Study with a User Group drawn from Operations, Maintenance & Process Engineering functions • Conducted a detailed analysis of the production, maintenance and condition monitoring data coupled with interviews in the field • Revealed commissioning errors, start-up procedure problems, inappropriate maintenance and incorrect system knowledge. • Built a programme to tackle performance Benefits • Trips reduced by 75% • Unscheduled downtime eliminated • Fleet availability now exceeding delivery target • Awarded “Project of the year” by Gas Director
  • 17. Contact details Tony Geraghty Vice President, Reliability SME E: anthony.geraghty@advisian.com P: + 44 (0) 771 734 6660 If you would like to find out more about this approach, or discuss issues raised in this short paper, please get in touch. I would love to hear from you.
  • 18. DISCLAIMER This presentation has been prepared by a representative of Advisian. The presentation contains the professional and personal opinions of the presenter, which are given in good faith. As such, opinions presented herein may not always necessarily reflect the position of Advisian as a whole, its officers or executive. Any forward-looking statements included in this presentation will involve subjective judgment and analysis and are subject to uncertainties, risks and contingencies—many of which are outside the control of, and may be unknown to, Advisian. Advisian and all associated entities and representatives make no representation or warranty as to the accuracy, reliability or completeness of information in this document and do not take responsibility for updating any information or correcting any error or omission that may become apparent after this document has been issued. To the extent permitted by law, Advisian and its officers, employees, related bodies and agents disclaim all liability—direct, indirect or consequential (and whether or not arising out of the negligence, default or lack of care of Advisian and/or any of its agents)—for any loss or damage suffered by a recipient or other persons arising out of, or in connection with, any use or reliance on this presentation or information.