HAZOP Guideword Checklist and Record Sheet

A working kit for Hazard and Operability studies. The checklist takes a leader or team through preparation, the guideword-by-parameter coverage of every node, the special guidewords that catch utility, maintenance and human failures, and the close-out that turns findings into verified actions. The forms are the ones a recorder needs open on the screen while the team talks.

What is inside

HAZOP Preparation and Guideword Checklist — 87 checks across scope, the eight preparation steps, team and room, guideword coverage for each parameter, the special guideword sets, non-normal operating states, record quality and close-out, each with Yes / No / N/A boxes and space for notes.

HAZOP Record Sheet, Node Plan and Action Tracker — the study header and design-intent capture, the node plan, the guideword grid, the record sheet with worked example lines, the question and recommendation registers, a ranking proforma and the action tracker.

Both documents as a designed, print-ready PDF and as an editable Word file.

Who it is for

HAZOP leaders and recorders, process and operations engineers joining a study team, HSE and process-safety engineers, and the project or plant managers who commission a study and have to make its recommendations happen.

How to use it

Use the checklist twice: once before the first session, to confirm the preparation steps are done and the node plan is realistic, and once per node during the sessions, to confirm every parameter and guideword combination has been discussed and every line of enquiry has ended in a note, a recommendation, a question or an answer. Keep the record sheet as the live document in the room, move questions and recommendations into the registers each evening, and use the tracker until every action is verified closed.

HAZOP is a technique, not a certifiable standard. The reference application guide is IEC 61882; check which edition applies to you and follow your own site's process-safety procedures.