Incident/Near Miss Management

Incident Management

Incident Management is an essential business process to help avoid major incidents and near misses that lead to major accidents in complex chemical operations facilities. Incident Management’s key objective is to monitor compliance to the key Health Safety and Environmental (HSE) guidelines defined by ‘Process Safety Management’ a regulation, promulgated by OSHA.

Our solution focuses mainly on managing the operational safety risk of chemical operations through the following three components of plant operations: People-Plant-Process. Safety Compliance Management is meant to ensure compliance to internal and external statutory/legislative safety requirements

Incident Management is one part (module) of Yokogawa's fully integrated Operations Management System.

Customer Challenge

Ensuring Safety Compliance

  • Paper based reporting and investigation of incidents and near-misses create a lack in visibility and accountability
  • Corrective and preventive actions are often not tracked
  • Information regarding HSE practices followed in plant operation is scattered in different systems (mostly paper based)
  • Non-compliance often goes undetected due to lack of effective monitoring measures
IM Work Flow
IM Over View

Our Solutions

Report, Investigate, and Close out Workflow for Incident Management

This module will give plant personnel with the ability to track and manage plant wide incidents/near misses, non-compliances, supports manual or/and automated creation of Incident/Compliance reports.

Key Features:

  • Preconfigured Incident investigation work flow based on best practices (Reporting to Close Out)
  • Enforced approvals workflows based on statuses
  • Configurable templates for data entry at each stage of Incident investigation reviews and approvals
  • Preconfigured Risk Assessment Matrix
  • Preconfigured Root Cause Analysis Tree
  • Auto email alerts, notifications to all stakeholders for due dates
  • Integrated with EDMS to maintain latest revised control documents
  • Complete audit trail of user actions updating Incident investigation information/status

Customer Benefits

Track, Trace, and Monitor your Safety Compliance

Compliance to OM Practices

  • Compliance to shift handover (Time of Handover)
  • Compliance to Standing Instruction (SI) requirements i.e. tracking on SI acknowledgement, SI expiry
  • Compliance to planned Basic Operation Care activities

Compliance to Operating/Safety Envelopes

  • Top 10 critical alarms and safety/excursion/bypass/overrides are automatically logged per shift report
  • Process excursions (Number of exceeds, max/min hits, average) monitored and auto reported shift report

Visibility to Operations

  • Comprehensive dashboard for daily status of plant performance and production KPI's
  • Easy access to all shift logs, instructions, checklists and events across plant ensuring effective collaboration between planning, operations and maintenance

Improved Productivity

  • Integrated, automated collection and analysis of data from various systems (SAP PM, PTW, Historian, alarm management, LIMS and more)
  • Automatic data entry prevents human error and to free up valuable operations resources

Operational Reliability

  • Knowledge repository for proactive and consistent actions in plant operations
  • Rapid data mining for common issues, incidents, captured lessons learned
IM Detail View
Operations Management

Enabling Technology

Operations Management System

Yokogawa’s Operations Management System helps to ensure Safe and Reliable Operations by digitizing necessary information for Operation Management Practices. This results in improved productivity through standardized work practices, streamlined processes, plus improved communications and coordination across departments.


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