HAZID Study Procedure With Excel Template Workbook

HAZID Represents – Hazard Identification.

It is a risk assessment and management tool use to identify inherent hazards/risks in a process or system. By identifying this hazards/risks early, guided actions can be taken to eliminate the hazard or control the effect of exposure.


It is a means of identifying and describing hazards and threats at the earliest practicable stage of a development.

Benefits Of Conducting A HAZID Study

The benefits of the HAZID study include, but not limited to:

  • Reveal hazards at an early stage, before they happen.
  • Guide in the elimination or control of the hazard/risk.
  • Any special preparations required to be taken to handle these can be pre – planned.
  • Avoid budget overruns since the hazard/risks are controlled early.
  • Provide essential input to project development decisions.
  • Any specific process modifications if required can be established at an early stage.
  • Establish safeguards to manage hazards; identify areas where further understanding of safeguard effectiveness is needed.

NOTE: The scope of this study will depend on the particular project, task or process.


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When HAZID Should Be Done

Generally speaking, Hazard identification can be done at anytime, what will be different is the depth of the study at the different time.

For example, Hazard identification carried out during job design will be different form what is done for an ongoing process.

Be it as it may, here are some point where hazard identification can be done:

  • During design and implementation
  • Before tasks are done
  • While tasks are being done
  • During inspections
  • After incidents

HAZID Methodology

Methodology adopted in this study is a combination of identification, analysis and brainstorming by the HAZID team members. Also, appropriate controls are put in place to prevent or control each identified threat at the end of the study.

This study can be carried out for a singular task or a process. For process HAZID, the study may be conducted on session basis, grouping the processes with the PFD (Process Flow Diagram) and plant layout into a series of sections where the various sources will have similar characteristics and hence consequences.

This study is not done by one person, but a team. Assembling a competent team is one of the hallmark for a successful study.


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This team will include:

  • Design consultant / Project Manager
  • Production Manager
  • Chemical engineer / Chemist
  • Maintenance Manager
  • Electrical Engineer
  • Instrument Engineer
  • Quality Control Engineer
  • HSE Representative, etc.

Within the team, a lead facilitator should be nominated to lead the study. The lead facilitator should be a competent and experienced person in the conduct of the HAZID study.


Steps To Carry Out The HAZID Study 

The steps are:

• Assemble a team of competent and experienced personnel.

• Draw out the scope of the HAZID

• Identify hazards, causes, consequences and safeguards: This can be done successfully when a competent and experience team is set up.

Other information needed when identifying hazards are:

  1. Information about the hazards present or likely to be present in the workplace.
  2. Information from conduct of initial and periodic workplace inspections of the workplace to identify new or recurring hazards.
  3. Information from incident investigation.
  4. Information from trend analysis
  5. Information from the severity and likelihood analysis of incidents that could result for each hazard identified, and use this information to prioritize corrective actions.

Backup documents for effective hazard identification

Some important documents are good source of information when carrying out hazard identification.

These documents may be internal documents or external documents.

Example of internal documents:

  • Equipment and machinery operating manuals.
  • Safety Data Sheets (SDS) provided by chemical manufacturers.
  • Self-inspection reports and inspection reports from insurance carriers, government agencies, and consultants.
  • Records of previous injuries and illnesses, such as OSHA 300 and 301 logs and reports of incident investigations.
  • Workers’ compensation records and reports.
  • Patterns of frequently occurring injuries and illnesses.
  • Exposure monitoring results, industrial hygiene assessments, and medical records (appropriately redacted to ensure patient/worker privacy).
  • Existing safety and health programs (lockout/tagout, confined spaces, process safety management, personal protective equipment, etc.).
  • Results of job hazard analyses, also known as job safety analyses.

External documents:

  • OSHA, National Institute for Occupational Safety and Health (NIOSH), and Centers for Disease Control and Prevention (CDC) websites, publications, and alerts.
  • Trade associations.
  • Labor unions, state and local occupational safety and health committees/coalitions (“COSH groups”), and worker advocacy groups.
  • Safety and health consultants.
  • Information from other national regulatory bodies.


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Standardize HAZID Excel template workbook

The HAZID Excel Template workbook is easy to use and customizable to your needs.

This is a product of CGE Risk Management Solutions.

See guide on the use of the template workbook here.

Follow the link to contact them for the template workbook.