information, are needed to conduct studies. Reference
data must be available,
accurate, complete, and clear.
Select a study teamA team is led by a facilitator who guides the study and controls and motivates team members. The facilitator must be knowledgeable in BTA and PHA,
possess facilitation
and communication skills, and be able to understand the processor operation being studied.
A scribe records the bow tie diagrams and documents discussions, The scribe must be proficient with the means of recording the study and be able to understand the technical discussions. The facilitator may act as the scribe.
The other team members formulate the bow tie diagrams under the guidance of the facilitator. They should be subject matter experts in one
or more aspects of the process, such as engineering,
operations, controls,
maintenance, safety, etc.
Collectively, they must understand the full range of barriers and controls deployed. Team members must attend all study sessions.
Typically, a team has 5 – 8 people, although it could be larger. However, as the team increases in size, it becomes more difficult for the facilitator to manage the team.
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