One of the initial steps in Process Safety Management (PSM) implementation is to complete a qualitative gap analysis against the PSM standard (in this case, the CSA Z767 standard). To perform this gap analysis, PSM Self-Assessment Worksheets have been developed as part of the current work. These documents are for the accountability element.
Investigation is the program established to identify, report, investigate, and record process safety incidents. Process safety incidents include near misses as well as significant events. This consists of a system to identify, report, investigate and record all incidents, including near misses and abnormal events.
The Self-Assessment and Action Plan Worksheet and the resources and industry best practices below are intended to help integrate the investigation element into your workplace.
Learn more about the PSM initiative here.
Key Resources
Enhancing Health & Safety Culture & Performance: Self-Evaluation Tool for Managing Risks in Manufacturing Workplaces. [WorkSafeBC, 2023].
How to Use PSM Self-Assessment & Action Plans
Integrating Process Safety Management into Canadian Wood Pellet Facilities that Generate Combustible Wood Dust. [Rayner Brown, K., Murray, G., Laturnus, B., Yazdanpanah, F., Cloney, C., Amyotte, P.R. The Canadian Journal of Chemical Engineering. 102, 4085-4103., 2024]
Managing Risks in Manufacturing Workplaces: How to Use the Self-Evaluation Tool. [WorkSafeBC, 2022].
Industry Best Practices
Compliance Guidelines for Incident Investigation [Penn State, 2014]
High Potential Incident Reporting (HiPo or HPI) Standard Procedure Instruction [Vale, 2017]
Incident Investigation Standard Procedure Instruction [Vale, 2016]
Introduction to Incident Investigation [Center for Chemical Process Safety, 2023]
Investigating Accidents and Incidents: A Workbook for Employers, Unions, Safety Representatives and Safety Professionals [Health & Safety Executive, 2014]
Process Safety Incident Report Form [Penn State, 2016]