EI issues invitation to tender for project S1602 ‘Contractor management during outages’

February 16, 2016

The EI has issued an invitation for project S1602 ‘Transient contractor and supplier risk management and assurance during outages/turnarounds’.  This project aims to produce guidance to help companies manage and ensure the safety of contractor operations during outages/turnarounds, where it is presumed there is less opportunity to integrate contractor and operator management systems and culture compared with long term operations.

Closing date for submitting proposals is 14th March 2016.  Contact Stuart King for more information: sking@energyinst.org

EI issues invitation to tender for project S1603 ‘Implementing smart technology in the energy sector’

February 15, 2016

The EI has issued an invitation for project S1603 ‘Implementing smart technology in the energy sector’.  This project aims to produce guidance to help companies understand the risks and opportunities in implementing ‘smart’ technologies into the energy sector, how to assess the risk, what type of technology will be implemented and why, etc.

Closing date for submitting proposals is 14th March 2016.  Contact Stuart King for more information: sking@energyinst.org

Conference: Human factors application in major hazard industries, 6 and 7 October 2015, Aberdeen, UK

August 4, 2015
Brought to you by

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This conference, organised by the EI’s Human and Organisational Factors Committee and the Stichting Tripod Foundation, returns in 2015 to explore the practical application of human factors in the management of major accident hazards (MAH) in the energy and allied process industries.

The programme brings together experts in the field of human factors, specifically within major hazard industries. Talks, case studies, and shared experience will provide delegates with the tools and techniques that are needed to:

  • assure high performance through the application of human factors
  • effectively investigate and analyse incidents
  • embed learning from incidents
  • prevent incidents before they occur



8.15   Registration and refreshments

Plenary 1: Human factors application

9.00   Chair’s opening: an introduction to the EI and HOFCOM
Robert Miles, Technical Director, Hu-Tech Risk Management Services

9.15   Keynote: The next leap in managing safety: moving from triangles to curves
Professor Jop Groeneweg, Project Manager Human Factors, Centre for Safety Research, Leiden University

10.00  Resilience in defence: the use of leading indicators in the human performance battle
Mark Wilson, Operated Assets HSE Manager, ConocoPhillips

10.30  Total’s approach to managing human factors
Ann Clark, Head of Training, Development and Competence, Total

11.00  Refreshments

Plenary 2: Fatigue management

11.30  Assessing the risk from fatigue to oil and gas operations:  IOGP/IPIECA guide to best practice
Professor Ron McLeod, Independent Human Factors Consultant

12.00  Fatigue and shiftwork in 24/7 control rooms: assessment and management in practice
Dr Colleen Butler, Human Factors Specialist, Health and Safety Laboratory (HSL)

12.30  Effective employee training to minimise the risk of fatigue in the workplace
Elaine J Skilling, Principal Consultant Ergonomist, The Keil Centre

13.00  Lunch

Plenary 3: Performance and teamwork

14.00  Enhancing the performance of plant personnel during severe accidents
David Pennie, Principal Human Factors Consultant, Greenstreet Berman

14.30  Solid Anchoring: recognising and mitigating human factors during mobile oil rig moves
Jim Bennett, Senior HSE Specialist, Anartya

15.00  A knowledge based model for delivering competence in high hazard environments
Robert Miles, Technical Director, Hu-Tech Risk Management Services

15.30  Refreshments

Plenary 4: Safety culture

16.00  The magic bullet for safety behaviour: the combined impact of leadership and safety climate
Dr Shama Egbe, Independent Human Factors Consultant

16.30  Preventing incidents before they happen: integrating different actions
Elena Blardony Arranz, Incident Advisor, REPSOL

17.00  Human factors: culture and mind-set challenges
Dr Mohammad Aref, HSSE Manager, Weatherford

17.30  Day one closing remarks

18.30  Conference dinner – an additional charge is applicable for the dinner


8.00   Registration and refreshments

Plenary 5: Approaches to learning from incidents

8.45   Chair’s opening: an introduction to Stichting Tripod Foundation
Robert Miles, Technical Director, Hu-Tech Risk Management Services

9.00   Keynote: Mind the gap: exploring LFI using the Hearts and Minds learning from incidents tool
Dr Matthew Lawrie, Director, Culture Regeneration Associates

9.45   Intercepting the cognitive biases in the incident investigation process
Julia Burggraaf, Product and Services Manager, CGE Risk Management Solutions

10.15  Shell’s approach to LFI
Razif Yusoff, Global Safety Manager: Incident Investigation and Learning, Shell

10.45  Refreshments

Plenary 6: Proactive LFI

11.15  Guidance on Learning from Incidents
Richard Roels, Senior Consultant, DNV GL

11.45  Learning human factors lessons – before you have an incident
Johnny Mitchell, Registered Occupational Psychologist, The Keil Centre

12.15  Proactive incident investigation
Lisbeth Holberg, International Lead Investigator, Accredited Tripod Trainer and Independent Consultant

12.45  Lunch

Plenary 7: Have we learned?

13.45  10 years on from Texas City
Sue Briggs, Learning and Development Consultant, AKT productions

14.15  Multiple incident analysis
Dennis Evers, Technical and Process Safety Engineer, Centrica

14.45  Refreshments

Plenary 8: Bow Tie

15.00  Human factors in barrier thinking:  What can a bow-tie analysis reveal about an organisation’s intentions and expectations of human performance?
Professor Ron McLeod, Independent Human Factors Consultant

15.30  How human factors can be taken into account in Bowtie risk modelling
Ben Keetlaer-Qi, Product Manager, CGE Risk Management Solutions

16.00  Chair’s closing remarks

Who should participate?
This conference will be of interest to anyone managing health, safety and the environment, including process safety and occupational safety, as well as those with a specialist interest in human factors and ergonomics. This will include those with responsibilities for managing competence and training, risk assessment and fatigue. The event will also be of keen interest to those involved in incident investigation, analysis and learning from incidents processes, including users of Tripod Beta and other methodologies.

To book your attendance online please click here, or download the booking form and return it to Francesca Ferrari:
t: +44 (0)20 7467 7192
e: fferrari@energyinst.org

For sponsorship opportunities contact Luigi Fontana:
t: +44 (0)20 7467 7182
e: lfontana@energyinst.org

Call for abstracts: ‘Human factors application in major hazard industries’ conference, Aberdeen, 5-6 October 2015

January 28, 2015

Call for abstracts deadline: 30 March 2015 

This biennial 2-day conference returns for the 3rd time in 2015, exploring the practical application of human factors in the management of major accident hazards (MAH) in the energy and allied process industries. The event will focus on two key themes:

  • Assuring human factors performance: How can we ensure high performance through human and organisational factors?
  • Preventing incidents before they happen: How can we effectively investigate and analyse incidents and embed learning and how can we prevent incidents before they even happen?

This conference, organised by the Energy Institute (EI)’s Human and Organisational Factors committee and the Stichting Tripod Foundation, will enable the learning and sharing of good practice between companies and industries, and offers excellent networking opportunities with delegates from around the world representing operating companies, suppliers, consultancies, and academia.

Call for abstracts

The organising committee is inviting submissions for oral and poster presentations on the following key topics:

Assuring human factors performance:

  • Competence assurance
  • Non-technical skills and crew resource management (CRM)
  • Alarm handling
  • Risk analysis
  • Fatigue management
  • Other topics will be considered.

Preventing incidents before they happen:

  • Safety culture
  • Human and organisational factors in Bow Tie diagrams
  • Embedding learning from incidents
  • Quality incident analysis
  • Other topics will be considered.

To submit your contribution you will need to:

  • prepare an abstract of up to 500 words on the topic you intend to present, supplied in Microsoft Word format
  • indicate the presenter and co-authors with their affiliation, and include contact details
  • submit the abstract to Stuart King at e: sking@energyinst.org; t:+44 (0)20 7467 7163.

Submissions will be evaluated by the organising committee and successful entrants will be notified shortly after the submission deadline. Deadline for abstract submission is Monday 30 March 2015.

> Click here for more information

> Click here to contact us

Seminar: Policy and Practice Of Learning from Incidents (London, 11 February 2015)

January 14, 2015

‘Interdisciplinary Perspectives on Learning from Incidents’ ESRC Seminar Series

11 February 2015, 9:30 am-5pm

Energy Institute London, UK (Asia House, 63 New Cavendish Street, W1G 7AR)

You are invited to join an interdisciplinary group of researchers, practitioners and policy-makers from across Europe to explore how organisations can learn effectively from incidents across different sectors: energy, health, finance, construction and further afield.

The fourth in a series of six events, this seminar will focus on policy and practice of learning from incidents (LFI).

Speakers will present and discuss approaches to and examples of learning from incidents from law, construction, aviation, and energy sectors.

  • Kizzy Augustin (Pinsent Masons): “Key risks in health and safety and how to learn lessons from the incident investigation and protocols
  • Jurry Swart (Equitans, the Netherlands): The behavioural aspects of learning from incidents”
  • Grant Findlay (Sir Robert McAlpine): Construction industry perspective on Learning from incidents (title TBC)
  • Alexander Eriksson (University of Southampton): “When communication breaks down: The case of flight AF 447”

You will have an opportunity to bring your expertise together with the diverse knowledge of the group to advance organisational practice and policy of learning from incidents.

Participation is free, thanks to funding by ESRC. Buffet lunch will be provided.

To register for the seminar go to https://www.eventbrite.com/e/esrc-lfi-seminar-4-policy-and-practice-of-learning-from-incidents-tickets-14626619613

To join the LFI seminars community and to be kept up to date about the forthcoming events sign up at lfiseminars.ning.com

What are the current nuclear HOF issues?

October 5, 2010

On Thursday 16 September, the EI hosted the ‘Nuclear human factors’ seminar, in association with the Nuclear Institute and sponsored by Lloyd’s Register.  The event was chaired by Rear Admiral (retd) Paul Thomas CB FREng, President of the Nuclear Institute, with Professor Sue Cox giving the Keynote address.

Paul Thomas and Sue Cox began by introducing human factors (HF), what HF is and detailing the importance of HF to the nuclear industry.  The presentations that followed, presented by a variety of prominent names in the industry (including Richard Scaife, Keil Centre; Helen Rycraft, Magnox North; Aileen Sullivan, EDF Energy; and Joe McClusky, Sellafield; to name but a few speakers), summarised the issues facing the nuclear industry in the UK into:

  1. the decommissioning of old installations;
  2. the building of new installations;
  3. the integration of HF into the early stages of a project; and
  4. the challenges of being a high reliability organisation. 

The seminar provided the opportunity for those in the industry to share the various methodologies being developed to address these issues.

High reliability
Joe McClusky talked about high reliability organisations (HROs), showing that they do exist (giving an aircraft carrier as an example), and identified the attributes of a HRO.  In a separate presentation, Charles Bray (National Skills Academy) showed the financial importance of HF, giving two examples: Olkiluoto nuclear plant, which is running €2.7 billion over budget, partially due to poor design considerations; and Heysham, which, during an unplanned shutdown, lost around £500K per day.  Clearly, high reliability is not just an important consideration from a health and safety perspective, but financially too. 

Helen Rycraft discussed some of the practical HF issues that need to be considered in operational facilities that are introducing hybrid systems – incorporating new technologies into old systems and designs – such as the need to include operators in the design and assessment stage.  Aileen Sullivan outlined a method for managing HF that was developed at EDF.  The method suggests that HF issues should be handled in a specific way, focusing on (in order): 

  1. the results of poor HF performance (such as unplanned losses);
  2. the ‘reactive’ measures to correct the problem (e.g. investigations);
  3. corrective actions (root causes in the equipment, process and organisation, and people) and the detection of issues (near-misses);
  4. preventative actions (such as system walkdowns, self-assessments and coaching).

The decommissioning of nuclear installations in the UK is a major HF challenge.  Of concern in the industry is how to properly integrate HF into a project from the outset, and how to maintain HF standards.  The problem arises because of two reasons.  Firstly, a decommissioning project may last 100 years or more, which is a long time to plan ahead for.  The nature of the work may also change on a regular basis, and so integrating HF from the outset is difficult, especially if you are losing key skilled workers as the project winds down.  Secondly, it is easy to get complacent in a decommissioning project, especially since it is no longer an operational (and money making) facility – there is the danger that the focus will shift to cost saving, resulting in standards becoming lax, and there is also the danger that a decommissioning project will be viewed merely as a demolition project, which it should not be seen as.  The Keil Centre has been working closely with Magnox North Sites on developing guidance for decommissioning, part of which is available from the EI human factors website.

New installations
New builds is another area of concern, notably because of the difficulties of integrating HF into a design from the beginning.  Some in the seminar argued that the safety case is not the place to integrate HF, because at the safety case stage the design of the installation (e.g. control rooms) may largely be unknown.  However, whilst detailed HF analysis of design comes later in the project lifecycle, it is still possible to show and document that this has been considered from the outset.  Peter Ackroyd (Health and Safety Executive [HSE]) talked about the use of the Generic Design Assessment (GDA) to assess HF in 5 ‘streams’: substantiation of human based safety actions; plant wide generic HF assessment; HF in engineering systems; HF integration; and generic human reliability assessment.  Lloyd’s Register outlined a different method for HF integration based on a 4 stage design:

  1. conceptual design and safety case preparation (including HF integration plan, feasibility of design, the safety case itself, identifying tasks and procedures and risk levels);
  2. a fundamental safety review (contributing to the preliminary review);
  3. an overall design safety review; and
  4. a detailed design. 

Following this methodology, there would be a clear integration of HF, from initial considerations (at a reasonable level of detail), through to detailed analysis of the design at the appropriate stages in a project lifecycle.

The seminar saw a good, but modest, attendance, leading to one attendee to remark that the nuclear industry already does HF to a high level and so many people may not see the attendance of a HF event as a high priority.  However, clearly there is the will and need in the industry to communicate HF issues and developments, and the level of enthusiasm showed both from speakers and attendees in the discussions that took place during the seminar showed that those in the industry still have a lot to learn from each other, especially on HF integration, which underpins many of the issues currently faced by the industry.

The proceedings from the seminar are available for purchase from the Energy Institute.  Contact Vickie Naidu e: VNaidu@energyinst.org.uk for more information.

Five reasons to report near misses

September 23, 2010

Volume 6, Issue 30 of Aviation Human Factors Industry News focuses on near miss reporting.  The importance of near miss reporting, as well as the important role supervisors play in encouraging workers to report near misses, is something that most companies understand, but often struggle with in practice.  Why report near misses?

  1.  It enables companies to pro-actively resolve hazards before a tragic or costly incident occurs.
  2. It engages the workforce (all workers at all levels) in solving problems.
  3. It increases safety ownership and reinforces workers’ self-esteem.
  4. It exposes valuable information that otherwise might not be discussed.
  5. It develops a positive and necessary attitude surrounding safety.

Supervisors have an important role to play in encouraging workers to report near misses by consistently requiring them to do so, broadening the meaning of incidents to include near misses, acting on the information workers have given, and making it easy for workers to report near misses, to name just a few methods of doing so.

Issue 30 also looks at a study on fatigue published in the journal Sleep which suggests that adults can recover their sleep debt effectively by sleeping longer at the weekend.   In the study, participants were only allowed to sleep 4 hours for 5 nights, recovering by sleeping 10 hours at the weekend (although full recovery may require extra sleep for several more days).