Loss Control Management

Course
Critical Task Analysis
& Procedure

Engr. James F. Porter, Jr.

Technical Director, WSO

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 Critical Task Analysis
& Procedure
Administration

• This element of the Loss Control

Management is vital to the prevention
and control of accidental losses .

• Management commitment is a must to

ensure adequate budget, time, and
personnel for its implementation.

WSO/LCM/JDR 2
 Critical Task Analysis
& Procedure
Administration (contd.)

•The safety officer/coordinator should coordinate

the analysis process to his organization in terms
of:

1. Developing participants knowledge

2. Selecting appropriate work techniques
3. Planning

These will create conditions for more effective and

positive results

WSO/LCM/JDR 3
 Critical Task Analysis
& Procedure
Administration (contd.)

• The SO/coordinator should have the experience and

thorough understanding of the purpose, objectives and the
techniques available for effective analysis of the critical
tasks.

• Appropriate training of personnel in critical task analysis is

a prerequisite for successful results.

• The training should provide necessary information regarding

the purpose, methods and benefits of task analysis.

WSO/LCM/JDR 4
 Critical Task Analysis
& Procedure
Critical Task Inventory

• Before starting to identify critical tasks, the

organization should clearly define the degree of:
1. illness
2. Injury
3. property damage
4. process loss
5. environmental impact
6. other losses
Which will be considered “serious”

WSO/LCM/JDR 5
 Critical Task Analysis
& Procedure
• Methods for identifying task criticality should
include the following:

1. Identification of analysis of tasks by occupation.

2. Hazards Identification and Risk Assessment.
3. Review of Regulations & Standards
4. Review of Operating/work Procedures
5. Health Hazards Analysis
6. Accident/Incident Analysis
7. Task Observations

WSO/LCM/JDR 6
 Critical Task Analysis
& Procedure
• The methods can also be used in the review and
updating of task analysis.

• The review process need not, however as

rigorous as the initial analysis process.

• The tasks list should be reviewed and updated

regularly to identify additional critical tasks.

• Data record and methods used for review and

update should be maintained.

WSO/LCM/JDR 7
 Critical Task Analysis
& Procedure
Objectives (time frame) for Critical Task Analysis

• The line supervisors, team leader and safety

officer/coordinator should analyze, write or revise
the procedure for one critical task at least once
every 3 months.
• A task analysis and procedure or work practices
may usually take up to 8 hours of work to complete.

• The personnel directly responsible for implementing

critical task analysis should be involved in
establishing the objectives

WSO/LCM/JDR 8
 Critical Task Analysis
& Procedure
Task Analysis procedures for critical tasks

• Only a complete and formal analysis of

critical tasks, procedure or work practices
is acceptable to meet the intent of the
analysis.

• Records must also show that a team

approach has been used which involves
employees who perform the critical tasks.

WSO/LCM/JDR 9
 Critical Task Analysis
& Procedure
• The critical tasks analysis and procedures and work practices should
be reviewed and updated whenever needed and with the following
conditions:

1. A process or function change

2. Physical modifications are made
3. High potential accident/incident occur
4. Legislations/Regulations are changed
5. Hazards identification and assessments are made
6. Task observations indicate inadequate procedures or
practices.
7. Employee suggestions for improvement are made
8. At least annually

WSO/LCM/JDR 10
 Critical Task Analysis
& Procedure
Identification and control of potential losses

• Identified potential loss exposures should be recorded on

critical analysis sheets.

• The task analysis worksheets should include the listing of

each step and all associated loss exposures presented in
each step.

• Controls for those exposures.

• Types of loss exposures should include injury, illness,

property damage, process losses, environmental impacts,
quality losses, etc.

WSO/LCM/JDR 11
 Critical Task Analysis
& Procedure
Identification and control of
potential losses

• The task analysis procedure should include

efficiency check or critical review of each step of
task to determine if the step is necessary or can
be perform in a different way which reduces the
risk or improves the process (time, cost, quality)

WSO/LCM/JDR 12
 Critical Task Analysis
& Procedure
Identification and control of potential
losses

• Efficiency checks should include

analysis of the impact of loss sources
as:
People

Equipment

Material
WSO/LCM/JDR 13
 Critical Task Analysis
& Procedure
Identification and control of potential losses

• The information from the task analysis

worksheets should be incorporated into task
procedures and practices.

• Recommended controls should be included in

signs and tags or similar devices.

• The master task analysis sheets should be

maintained in a central file.

WSO/LCM/JDR 14
 Summary: The HazCon-3-Step
Often called: Job-Task Analysis, Job Safety Analysis, Job Risk Assessment or Critical Task Analysis

This is only one aspect of Hazard Assessment and Control

The Three-Step Process is as follows:

Step #1 - Task Inventory

Initially a Task Inventory is completed for each occupation in the facility and/or company. All Tasks are
listed for each occupation in no specific order. Subsequently, each task is rated by a simple and
effective hazard classification system identifying the level of hazard/potential-severity and frequency of
performance. This subsequently allows reasonable prioritizing for analysis.
It is important that when Tasks are listed, care is taken to ensure they are not too narrow or too broad.
Admittedly, this can be very subjective. Most workers perform between 25 and 40 tasks per day of
which only several would be considered Class A or B hazards and warrant specific Safe Work
Procedures.

WSO/LCM/JDR 15
 Step #2 - Critical Task Analysis

A Critical Task Analysis is a chronological step-by-step sequence of

actions necessary for the performance of a task. These steps should be
very detailed and can be as close as several seconds in time.
Typically, when completing this analysis, between 30-60 steps may be
identified. Each step is then reviewed to consider any potential hazards
that might, or could, exist. These are then listed beside the applicable
step. Thought is then given as to how the hazard can be controlled in a
practical manner. That control should then be described.
This analysis should be done by observation and interaction with the
workers who perform these critical tasks and with the aid and guidance
of their Section Supervisor.

WSO/LCM/JDR 16
 Step #3 - Safe Work Procedures

Safe Work Procedures are a logical compression of the Critical Task Analysis down to
approximately 15-20 (maximum) steps with an emphasis on indicating the key steps and
hazard controls identified in Step 2.

It is important to understand that whenever there is a change to the process, equipment or

tools involved in a particular Task, the Safe Work Procedure must be reviewed to ensure
the change has not created a different set of hazards.

These procedures can and should be used as a step-by-step procedure for particularly
hazardous tasks for existing employees and orientation & training tools for new employees.

This is a proactive approach to Hazard Assessment & Control.

WSO/LCM/JDR 17
 End of Module:
Critical Task Analysis & Procedure

Thank you
and let us

“Make Safety a Way of Life”

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