Here you can specify the Start Date and End Date for each Session and add the Team Composition per Session. You can also document the times when the participants worked on the HAZOP via an attendance register.
At least one Session must be filled in before the HAZOP can be Approved.
Study Details
Here you see the Creation Date (the date on which the Study was created). When the Study is Final Approved, this Final Approved Date will also be shown here.
To change or edit the Study Name and Description:
Click Edit.
Change the Study Name and the Description.
Click Save when done.
Sessions
This is where the details of each Session is defined.
Creating a new Session
To create a new Session starting from scratch:
Click the Plus button.
Add a Session Name.
Add a Description.
Add the Start Date and End Date of the Session. Note: You can edit this dates again after saving.
Click Save.
Creating a new Session based on Exciting Session details
To create a new Session based on an existing Session:
Click the Plus button.
Click Copy From Existing.
Uncheck the Current Study if you want to search for Sessions in other Studies.
If the Current Study box is uncheck then you can use the filter to specify the Study Type (HAZOP/LOPA/SIS), e.g., in case you want to use a Session from one Study Type in another Study, e.g., a LOPA Session in the SIF Analysis Study.
Use the Search if you have a long list.
Select the Session.
If you don’t want to copy all detail, uncheck Copy All and check the relevant boxes.
Click OK.
Change the Session Name to a new name.
Add a Description.
Change the Dates.
Click Save.
Editing Session details
To edit the Session Name, Dates and Description:
Select the desired Session.
Click the Edit button.
Make your changes.
Click the Save button.
Team Composition
This is where participants are added and the register is filled in.
Adding Participants
To add Participants:
Select the desired Session.
Click the Team Composition Plus button.
To add existing participants:
Use the search functionality; or
Click on a desired column to order the list according to that column, e.g., click on First Names to show them alphabetically; or click on Facilitator to show all Facilitator Participants first in the list.
Click the Add user button next to the participant’s name.
To add a new participant:
Click the Plus button in the top.
Add the participant details and click Save.
You can now edit the Team Composition further:
Click on a field to change it, e.g., check the Facilitator box or change his Role type (to e.g., “Fulltime”). The changes you make to this copy of the Participant will only apply to this Session.
When all participants have been added click OK.
Filling in the attendance register
To fill in the attendance register:
All Participants that you selected for the Team Composition will automatically be added to the attendance register.
In case you copied the participants from a previous session you may want to clear the attendance. To do so click the Clear Attendance button.
Use the Weekends button to hide or show the weekends.
Use the Show per week arrows to jump to a next or previous week, if your Session spans over more than one week.
Enter the appropriate hours for each Participant. For those with a “Fulltime” Role type, the hours will be filled in automatically.
Click the Save button.
Exporting the attendance register
To export the attendance register:
Click on the Export button.
Viewing the Complete List of Study Sessions
A complete list of all IMS SIS Study Sessions is available in Settings\Maintenance\SIS Specific Data\General\Sessions.