It establishes the guidelines for how to address all aspects of alarm management, including:
An approved alarm philosophy document must be in place before beginning alarm rationalization.
APD template containing best practices, designed for easy compliance with ISA-18.2.
Training / guided workshop led by exida to document requirements used in the creation of a company / site specific alarm philosophy (written by exida).
Review of existing alarm philosophy document for compliance with the ISA-18.2 standard and current industry best practices.
exida’s alarm philosophy template has been developed based on industry standards, best practices and company philosophy documents from industry leaders. In particular it leverages the information included in the draft versions of the ISA-18.2 series of technical reports (e.g., TR 1 - Alarm Philosophy). The philosophy template has been structured to make it easy to comply with (and to demonstrate compliance with) the ISA-18.2 standard.
Creation of an alarm philosophy document can be a resource intensive and time-consuming process. exida’s alarm philosophy development workshop:
|1||Training on Alarm Management Practices and Principles for the core team that will participate in the alarm philosophy development. Creates a common understanding for all participants.||One day onsite training class|
|2||Conduct an Alarm Philosophy Workshop - A structured approach for extracting relevant information for inclusion in the document.||Two day structured workshop leverages exida APD template as starting point|
|3||Write alarm philosophy document – The input obtained from workshop participants is used by exida to create an alarm philosophy document tailored to the client’s requirements||Draft is delivered for review and approval within two weeks of workshop|
exida will review the client’s existing alarm philosophy document (APD) to compare the contents to the requirements and recommendations defined in the ISA-18.2 standard and to current industry best practices.
|ALARM PHILOSOPHY CONTENTS||REQUIRED||RECOMMENDED|
|Roles and responsibilities for alarm management||Yes|
|Alarm design principles||Yes|
|Alarm class definition||Yes|
|Highly managed alarms (or site equivalent)||Yes|
|HMI design guidance||Yes|
|Alarm setpoint determination||Yes|
|Alarm system performance monitoring||Yes|
|Alarm system maintenance||Yes|
|Testing of alarms||Yes|
|Approved advanced alarm management techniques||Yes|
|Management of change||Yes|
|Alarm history preservation||Yes|
|Related site procedures||Yes|
|Special Alarm Design Considerations||Yes|
Results will be documented in a report which highlights areas of non-compliance and provides suggested content / considerations for closing the identified gaps.