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You can use the Copy Existing Checklist/Node feature to copy an existing Checklist or Node from one PHA to another. If you have the necessary access and permissions, you can also copy a Checklist or Node from one Plant to another. When copying a Checklist or Node, it will include the following fields by default:

  • Group (What-If/Checklist)
  • Question (What-If/Checklist)
  • Guideword (HAZOP)
  • Scenario
  • Consequences/Hazards

You also have the option to include these additional fields:

  • Before Risk Ranking*
  • After Risk Ranking*
  • Recommendation Filters**
  • Controls
  • Comments
  • Recommendation
  • Actions
  • Assigned To
  • Due Date
  • Status***
  • Completed Date***
  • Attachments

*Risk Rankings are available if the Source and Destination are using the same Risk Matrix.

**Recommendation Filters are available to select if the Source and Destination are within the same Company (and they exist)

***The Status and Completed Date fields are linked – if you select or deselect one, it will select or deselect the other one as well.

How do I copy an existing Checklist?

1.  Navigate to Compliance > Process Hazard Analyses (PHA) > What-If/Checklist and select the PHA you want to copy a Checklist to.

apsm-demo-existing-checklist-step-one

2.  Then select the Copy Existing Checklist Button on the left-hand side.

apsm-demo-existing-checklist-step-two

3.  Select a Source Plant for the PHA with the Checklist you want to copy and select the Next Button.

apsm-demo-existing-checklist-step-three

4. Select the PHA(s) you want to copy Checklist(s) from, then select the specific Checklists and fields you want to include, and select the copy Button.

apsm-demo-existing-checklist-step-four

5. After selecting the Copy Button, the Checklists will be copied to the Destination’s PHA.

apsm-demo-existing-checklist-step-five

How do I copy an existing Node?

1.  Navigate to Compliance > Process Hazard Analyses (PHA) > HAZOP and select the PHA you want to copy a Node to.

apsm-demo-existing-node-step-one

2.  Then select the Copy Node Checklist Button on the left-hand side.

apsm-demo-existing-node-step-two

3.  Select a Source Plant for the PHA with the Node you want to copy and select the Next Button.

apsm-demo-existing-node-step-three

4. Select the PHA(s) you want to copy Node(s) from, then select the specific Nodes and fields you want to include, and select the Copy Button.

apsm-demo-existing-node-step-four

5. After selecting the Copy Button, the Nodes will be copied to the Destination’s PHA.

apsm-demo-existing-node-step-five