Creating SAFE Rule Items

SAFE rules are split between the Cause Item and the Effect Item when creating the rule. The Cause Item is the Item that you are expecting to detect the abnormal process condition.

You must firstly enter an event to be reported in the SAFE Chart which will be generated by the rules. This Event will be the abnormal process condition, such as High Level.

The Cause section requires a location to search in

Selecting constrains the search mechanisms to only search in the direction of process flow

There are 13 different search mechanisms

Attached - Instructs the rule to search for a directly attached Item to Find
Control Loop - Instructs the rule to search for the device in a control loop that is associated with the equipment on which the rule is created
Document - Instructs tthe rules to seach for the Item to Find on the Document on which the source item exists
Downstream - Instructs the rule to search only downstream of the equipment on which the rule is created
Instrumentation - Instructs the rule to search for the Item to Find on signal lines connected to the equipment on which the rule is created and associated Control Loops
Linked - Instructs the rule to search for the Item to Find as an item linked to the source item
Port - Instructs the rule to search for the Item to Find down the line attached to a particular port on the equipment on which the rule is created. The port is selected by the user from a second drop down menu that becomes active when ‘Port’ is selected as the search type. The Port is limited to display NonUnique only when the rule item source is a Model Group.
Port Type - Instructs the rule to search for the Item to Find on a particular type of port, Signal, Ignore or Mappable, the port type to search is define by the user from a second drop down menu that becomes active when ‘PortType’ is selected as the search type
Process - Instructs the rule to search for the Item to Find across all Process connections, both upstream and downstream
Project - Instructs the rule to search for the Item to Find across all of the data in the entire project. This option enables a regex search to restrict the rule to passing on a specifc documnet/group of documents
Self - Instructs the rule to act upon the item of equipment on which the rule is created.
Signal - Instructs the rule to search for the Item to Find all of the signal lines connected to the equipment on which the rule is created.
Upstream - Instructs the rule to search for the Item to Find only upstream of the equipment on which the rule is created The Cause section then requires an item to find.

Item to find specifies the Model Group, Hazid Integrity Knowledge Model or Instrument that the rule item should search for.

Device Group - Selecting the G limits the device drop down box to be Model Group items only. You can select the icon to select from the Model Tree
Device Model - Selecting the M limits the device drop down box to be Model items only. You can select the icon to select the from the Model Tree
Device Instrument - Selecting the I displays the Instrument selection boxes. You can type multiple measured variable in the first box, or leave it blank to search for all measured variables and devices without. The second box allows you to select the instrument type modifier from the drop down. This must have an entry.
Is Source Item - Selecting is source item sets the device to be the source item of the rule.
Search Sub Groups - When searching for a Group the default is to only search for items directly beneath the group in the tree. Select this to search for all sub items of the group.
States - You can search for an item in a specific equipment state. For more information see Setting States

The Cause Item has its own Search Options which can be selected

Search Options are used to limit the Search to or to allow the search to be more expansive. Most options can be used in the same search

Check Branches - Selecting check branches allows the search to continue through every branching pipe that it comes across until it finds the item to find.
Find First Item Only - Will stop searching after it finds the item to find for the first time down a search path. Branches etc. in lines will create multiple search paths so more than one item may be found in parallel
Stop at Device - Will stop the search when it finds the first device group or model specified by the user.
Search Piperuns Only - Will only search within the piperuns the search began on

The Intersect is displayed at the cross point of the Cause Item and the Effect Item within the final report. P&ID Integrity defaults to the traditional X as found in many SAFE charts.

It also allows you to add

Text - A Text value in the intersect
Properties - You can add Properties to the Intersect as found in P&ID such as High Level shut off. Multiple properties can be added to the Intersect by using the drop down or selecting the and selecting

The Effect section of the SAFE rule runs as a separate search from the found Cause Item. You must add a Function to the Effect which details the behaviour you would expect the Effect item to undertake.

The Effect section requires a detection location in the same manner as the Cause, and is carried out in the same process as outlined above for the Cause.

The Effect section then requires an item to find. Item to find specifies the Model Group, Hazid Integrity Knowledge Model or Instrument that the rule item should search for.

Device Group - Selecting the G limits the device drop down box to be Model Group items only. You can select the icon to select from the Model Tree
Device Model - Selecting the M limits the device drop down box to be Model items only. You can select the icon to select the from the Model Tree
Device Instrument - Selecting the I displays the Instrument selection boxes. You can type multiple measured variable in the first box, or leave it blank to search for all measured variables and devices without. The second box allows you to select the instrument type modifier from the drop down. This must have an entry.
Is Source Item - Selecting is source item sets the device to be the source item of the rule.
Search Sub Groups - When searching for a Group the default is to only search for items directly beneath the group in the tree. Select this to search for all sub items of the group.
States - You can search for an item in a specific equipment state. For more information see Setting States

The Cause Item has its own Search Options which can be selected

Search Options are used to limit the Search to or to allow the search to be more expansive. Most options can be used in the same search

Check Branches - Selecting check branches allows the search to continue through every branching pipe that it comes across until it finds the item to find.
Find First Item Only - Will stop searching after it finds the item to find for the first time down a search path. Branches etc. in lines will create multiple search paths so more than one item may be found in parallel
Stop at Device - Will stop the search when it finds the first device group or model specified by the user.
Search Piperuns Only - Will only search within the piperuns the search began on
Search From Source Item - Will restart the search from the source item, if unchecked then the search will occur from the item found in the Cause.