NEBOSH PSM study materials
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NEBOSH PSM: Process Design, Engineering Controls and Change Management

NEBOSH PSM · Work through your exam, one topic at a time.

All guide sections

Process Design, Engineering Controls and Change Management

Inherent safety and engineering controls

Design should follow the inherent safety hierarchy: minimise (reduce inventory), substitute (less hazardous material), moderate (dilute, refrigerate, lower pressure) and simplify. Engineering controls - relief systems, interlocks, safety instrumented systems, containment, detection and deluge - sit above procedural controls in the hierarchy of control.

Candidates must understand safety instrumented function concepts: safety integrity level (SIL), proof testing, and the difference between a control function and a protective function. Relief and venting design, flare systems, and the need for safe disposal of relieved material are frequently examined.

Management of change

MOC is a formal process ensuring changes are assessed, approved, implemented and communicated before operation. It covers plant, process, materials, software, organisation and procedures. Key steps: request, hazard review proportionate to risk, approval by authorised persons, update of documents and drawings, training, and close-out. Temporary changes require the same rigour plus an expiry date. Emergency changes must be retrospectively reviewed. Pre-startup safety review confirms construction and installation meet design intent before hazardous material is introduced.

Traps in questions

  • Treating a like-for-like replacement as exempt when the specification has changed.
  • Forgetting organisational and software changes.
  • Confusing MOC with a permit-to-work - they are complementary, not interchangeable.
  • Missing the pre-startup safety review on new or modified plant.

Rule of thumb

If any of material, quantity, pressure, temperature, flow path, control logic or organisation changes, run the MOC process.