HazardOps Safety Process Safety Engineer Starter Toolkit

Practical Excel, Word and PDF templates for managing MOC, HAZOP actions, RCA investigations, PSPIs, barriers, LOPA worksheets and process safety communication.

Launch Price: £59 (USE CODE: LAUNCH40)

Normal price after launch: £99

Product Description

The HazardOps Safety Process Safety Engineer Starter Toolkit is a practical collection of ready-to-use templates, trackers, dashboards and guidance documents designed to support day-to-day process safety work.

This toolkit has been created for engineers, SHE professionals, process safety teams, graduates, consultants and small technical teams who need a structured way to manage process safety actions, investigations, Management of Change, barrier assurance and performance monitoring.

Instead of starting from blank spreadsheets or scattered documents, this toolkit gives you a clean, professional structure that can be adapted to your own site, team or organisation.

The toolkit includes blank templates for immediate use, example versions with fictional data, PDF guides, checklists and editable communication templates.

What’s Included

1. HAZOP Action Tracker Pack

A structured Excel tracker for managing HAZOP actions from issue through to close-out.

Includes:

• Blank HAZOP Action Tracker
• Example HAZOP Action Tracker with fictional sample data
• Dashboard for open, closed, overdue and priority actions
• Owner and department summaries
• HAZOP action close-out checklist
• Email templates for chasing HAZOP actions
• User guide and disclaimer

2. MOC Tracker Pack

A practical Management of Change tracker designed to improve visibility of modification status, implementation progress and post-implementation close-out.

Includes:

• Blank MOC Tracker
• Example MOC Tracker with fictional sample data
• MOC status dashboard
• Pre-implementation action tracker
• Post-implementation action tracker
• MOC close-out checklist
• Email templates for chasing MOC updates
• User guide and disclaimer

The workflow supports clearer status tracking, including:

• Approved for Implementation
• Modification Complete – Awaiting Post-Implementation Actions
• Post-Implementation Actions Complete
• Closed

3. RCA / Incident Investigation Pack

A structured pack for managing incident investigations, root cause analysis and investigation action close-out.

Includes:

• Blank RCA / Incident Investigation Workbook
• Example RCA Workbook with fictional sample data
• Incident Investigation Report Template
• Example Investigation Report
• Evidence log
• Timeline template
• 5 Whys template
• Cause analysis tracker
• Investigation action tracker
• RCA close-out checklist
• Investigation action quality checklist
• Email templates for chasing investigation inputs
• User guide and disclaimer

4. PSPI Dashboard Pack

An Excel dashboard pack for tracking Process Safety Performance Indicators and supporting monthly or periodic process safety reviews.

Includes:

• Blank PSPI Dashboard Workbook
• Example PSPI Dashboard Workbook with fictional sample data
• PSPI register
• Monthly data input
• Dashboard summary
• Action log
• Definitions and settings
• PSPI setup checklist
• Email templates for PSPI updates
• User guide and disclaimer

5. Barrier Register Pack

A practical Excel workbook for recording, reviewing and tracking process safety barriers and degraded safeguards.

Includes:

• Blank Barrier Register Workbook
• Example Barrier Register Workbook with fictional sample data
• Barrier register
• Degradation log
• Barrier action tracker
• Performance standards tab
• Dashboard summary
• Barrier review checklist
• Email templates for chasing barrier updates
• User guide and disclaimer

6. LOPA Worksheet Pack

A structured LOPA worksheet pack to support internal review, documentation and discussion of LOPA scenarios.

Includes:

• Blank LOPA Worksheet Workbook
• Example LOPA Worksheet Workbook with fictional sample data
• LOPA register
• IPL review sheet
• Action tracker
• Dashboard summary
• LOPA input quality checklist
• Email templates for chasing LOPA / IPL information
• User guide and disclaimer

This is intended as a structured support worksheet and not a certified LOPA calculation tool.

7. Email and Meeting Templates Pack

A communication pack for process safety action chasing, meeting management, technical reviews and evidence requests.

Includes:

• Editable email template library
• PDF copy of email templates
• Editable meeting agenda and minutes template
• PDF copy of meeting template
• Blank action communication log
• Example action communication log
• Email / meeting effectiveness checklist
• User guide and disclaimer

8. Master Guide and Start Here File

The full toolkit also includes:

• Master README file
• Master PDF guide
• Suggested order of use
• Toolkit overview
• Disclaimer and use guidance

Who This Toolkit Is For

This toolkit is suitable for:

• Process Safety Engineers
• Chemical Engineers
• SHE / HSE professionals
• Process Engineers
• MOC coordinators
• HAZOP action owners
• HAZOP scribes and facilitators
• Incident investigators
• Graduate engineers and apprentices
• Small process safety teams
• Consultants supporting chemical, manufacturing or high-hazard sites
• Students wanting practical process safety templates

Problems This Toolkit Helps With

This toolkit is designed to help with:

• Tracking HAZOP actions clearly
• Improving visibility of overdue actions
• Structuring MOC implementation and close-out
• Separating modification completion from post-implementation action close-out
• Recording RCA evidence and investigation timelines
• Improving investigation action quality
• Tracking PSPIs and process safety performance
• Maintaining a simple barrier register
• Supporting LOPA review discussions
• Chasing action owners professionally
• Producing clearer process safety records
• Reducing reliance on messy, unstructured spreadsheets

What Makes This Useful

Many process safety tasks are still managed using disconnected spreadsheets, emails, meeting notes and action lists. This can make it difficult to understand what is open, overdue, complete, awaiting evidence or awaiting verification.

The HazardOps Safety Starter Toolkit provides a structured starting point that can be adapted to your organisation’s own systems and procedures.

It is not designed to replace a company’s formal safety management system, but it can support better tracking, communication, evidence gathering and internal process safety governance.

File Types Included

The toolkit includes a mixture of:

• Excel workbooks
• Word templates
• PDF guides
• PDF checklists
• Editable email templates
• Blank versions
• Example versions with fictional data

Launch Pricing

The full HazardOps Safety Process Safety Engineer Starter Toolkit is available at the launch price of:

£59

Normal price after launch:

£99

This launch price is available for early buyers while feedback is gathered and the toolkit is further improved.

Important Disclaimer

This toolkit is provided for educational, organisational and internal support purposes only.

It does not replace competent professional judgement, company procedures, legal compliance checks, formal process safety assessments, regulatory requirements, safety case requirements, HAZOP facilitation, LOPA facilitation, DSEAR assessment, functional safety assessment, Management of Change approval, incident investigation governance, or any other formal safety-critical process.

All templates must be reviewed, adapted and approved by a competent person before being used in any safety-critical, regulated, operational or high-hazard environment.

HazardOps Safety does not accept responsibility for how the templates are applied, modified or relied upon by users or organisations.

Refund Policy

Due to the digital nature of this product, refunds are not normally provided once the files have been downloaded.

Refunds may be considered where required by law, for example if the files are faulty, inaccessible, or materially not as described.

Please read the product description carefully before purchasing.

Suggested Use

After downloading the toolkit:

1. Open the Master README file.
2. Read the Master PDF Guide.
3. Review the example versions first.
4. Copy the blank templates for your own use.
5. Adapt dropdowns, categories, departments and terminology to suit your own organisation.
6. Review all templates with a competent person before use in any formal process safety setting.

Product Summary

The HazardOps Safety Process Safety Engineer Starter Toolkit gives you a practical, professional starting point for organising core process safety work across MOC, HAZOP actions, RCA investigations, PSPIs, barriers, LOPA support and communication.

It is built for people who want a cleaner, more structured way to manage process safety information without starting from scratch.