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Reports
Reports are generated by clicking on Tools -> Generate Reports.
ProSET®’s report generation function allows you to produce reports for SIL Determination (including LOPA, Risk Matrix and Risk Graph), SIL Verification, SIL Assessment (combined report of SIL Determination and SIL Verification), Safety Requirement Specification, PHA, DATA Comp and Actions.
Please note that report generation is not available for Trial Users.
Examples
Example reports generated from ProSET example projects can be found in our Example ProSET® Project File and Reports page
Report Templates
On purchase of ProSET you will access to the Default Report Templates in your Downloads area.
The Reports that can be generated are:
- SIL Determination – Template.docx
- SIL Verification – VerificationTemplate.docx
- SIL Assessment (LOPA and Verification) – SIL_AssessmentTemplate.docx
- Safety Requirement Specification – SRS_Template.docx
- PHA – PHA_Template.docx
- Actions – ActionsTemplate.docx
- DATA Comp – DATA_CompTemplate.docx
Report Template Location
When generating a report you can select the Report Template Location.
You can select from:
- Defaults – These are the base Report Templates that come with ProSET®
- My Docs / ProSET – Any custom Report Template files can be saved to -> Documents / ProSET®
- Custom Location – You can set any folder on your PC or Network to be the Report Template folder for ProSET
Options
- Ignore filters and generate full report – By default ProSET will generate the report using only filtered results, if a filter is applied. Filters include search results, SIL Target filters, Status filters, Verification Results etc. If no search or filters applied this option is disabled (greyed out). If ticked (applied) the search or filters are ignored and the full report is generated.
- Ignore Risk Ranking Columns – Only applies to the PHA report – By default the PHA worksheets include Risk Ranking columns. If ticked (applied) the Risk Ranking columns are omitted from the worksheets.
Bookmarks
Bookmarks are embedded in the reports to be replaced with ProSET® generated content, whilst Placeholders can be used anywhere in the Report Templates to add project specific titles.
If you are unfamiliar with bookmarks in Word please refer to the following guide on the Microsoft Support site: Add or Delete Bookmarks.
Defined below are the bookmarks which are available for use in each of the report templates.
SIL Assessment Template
| Title (Used in Downloadable Templates) | Bookmark | Description |
|---|---|---|
| [AssessmentWorksheets] | AssessmentWorksheets | Summary of the SIL Assessment worksheets |
| [Summary of Assumptions Table] | AssumptionsTable | Summary of Assumptions Table |
| [Summary of Attendees] | AttendeesTable | Summary of Attendees |
| [Summary of Branch Table] | BranchTable | Summary of the SIF Definitions |
| [CostBenefitAnalysis] | CostBenefitAnalysis | Summary of the Cost Benefit Analysis carried out |
| [Summary of Device Table] | DeviceTable | Summary of Device Table (i.e. Failure rates, Testing Strategy and Repair Time Data) |
| Summary IPL Register | IPL_RegisterTable | Summary of the IPL Register |
| Summary Of Recommendations Table 2 | RecommendationTable2 | Summary of the Recommendations Table |
| [CONSEQUENCE CATEGORY (SAFETY/ENV./FINANCIAL/REP./SOS)] | RiskProfile | Risk Classification Matrix |
| [Summary of SIFs] | SIF_Table | Summary of SIFs |
| [Summary Of Verification Descriptions Table PFD] | VerificationSummaryDescriptionsTable | Summary of the PFD Verification Results |
| [Summary Of Verification Descriptions Table PFH] | VerificationSummaryDescriptionsTablePFH | Summary of the PFH Verification Results |
| [Summary of Verification Table PFD] | VerificationSummaryTable | Summary of Risk Graph worksheets |
| [Summary of Verification Table PFH] | VerificationSummaryTablePFH | Summary of the PFH Verification Table |
Safety Requirement Specification (SRS) Template
| Title (Used in Downloadable Templates) | Bookmark | Description |
|---|---|---|
| [SRS SIS Table] | SRS_SIS_Table | Summary of the SRS SIS Table |
| [SRS SIF Table] | SRS_SIF_Table | Summary of the SRS SIF Table |
SIL Determination Template
| Title (Used in Downloadable Templates) | Bookmark | Description |
|---|---|---|
| [Summary of Assumptions Table] | AssumptionsTable | Summary of Assumptions Table |
| [Summary of Attendees] | AttendeesTable | A table listing all attendees and which sessions they attended |
| [CostBenefitAnalysis] | CostBenefitAnalysis | Summary of the Cost Benefit Analysis carried out |
| Summary IPL Register | IPL_RegisterTable | Summary of the IPL Register |
| [LOPA Summary Worksheet] | LOPA_Summary | Summary of the LOPA Worksheets |
| [Summary of LOPA Low Demand Table] | LopaSummaryTable | Summary of the LOPA (PFD SIFs) – First of two bookmarks that output the same summary table |
| [Summary of LOPA Low Demand Table] | LopaSummaryTable2 | Summary of the LOPA (PFD SIFs) – Second of two bookmarks that output the same summary table |
| [Summary of LOPA Continuous Demand Table] | LopaSummaryPFH_Table | Summary of the LOPA (PFH SIFs) – First of two bookmarks that output the same summary table |
| [Summary of LOPA Continuous Demand Table] | LopaSummaryPFH_Table2 | Summary of the LOPA (PFH SIFs) – Second of two bookmarks that output the same summary table |
| Summary Of Recommendations Table | RecommendationTable | Summary of the Recommendations Table |
| [CONSEQUENCE CATEGORY (SAFETY/ENV./FINANCIAL/REP./SOS)] | RiskProfile | Risk Classification Matrix |
| [Summary of SIFs] | SIF_Table | Summary of SIFs |
SIL Verification Template
| Title (Used in Downloadable Templates) | Bookmark | Description |
|---|---|---|
| [Summary of Branch Table] | BranchTable | Summary of the SIF Definitions |
| [Summary of Device Table] | DeviceTable | Summary of Device Table (ie. Failure rates, Testing Strategy and Repair Time Data) |
| [RBD_Table] | RBD_Table | Summary of the RBDs for each SIF |
| [Summary Of Assumptions Table] | AssumptionsTable | Summary of the Recommendations Table |
| [Summary Of Recommendations Table] | RecommendationTable | Summary of the Recommendations Table |
| [Summary of Verification Table PFD] | VerificationSummaryTable | Summary of the PFD Verification Table |
| [Summary of Verification Table PFH] | VerificationSummaryTablePFH | Summary of the PFH Verification Table |
PHA Template
| Title (Used in Downloadable Templates) | Bookmark | Description |
| [Actions Table] | ActionsTable | Complete list of actions from the study including assignee, status and associated Nodes, Deviations and Causes |
| [Assumptions Table] | AssumptionsTable | All assumptions entered into the assumptions manager |
| [Summary of Attendees] | AttendeesTable | A table listing all attendees and which sessions they attended |
| [Drawing Numbers Table] | DrawingNumbersTable | A list of all the drawings that have been entered into the drawing numbers manager |
| [Nodes Table] | NodesTable | List of all node descriptions |
| [PHA Worksheet] | PHA_Summary | The worksheets from the study |
Actions Bookmarks
| Title (Used in Downloadable Templates) | Bookmark | Description |
| [All Actions Table] | AllActionsOverviewTable | Complete list of actions including ID, Action Text, Assignee and Status |
| [General Actions Table] | GeneralActionsOverviewTable | List of General Actions created on the project including ID, Action Text, Assignee and Status |
| [SIL Assessment Actions Table] | SilAssessmentActionsOverviewTable | List of Actions created on the Hazards including ID, Action Text, Assignee and Status and the details of the Hazards assigned to: SIF Tag, SIF Description and SIL Target |
| [PHA Node Actions Table] | PhaNodeActionsOverviewTable | List of Actions created on the Nodes including ID, Action Text, Assignee and Status and the details of the Nodes assigned to: Node ID and Node Description |
| [PHA Cause Actions Table] | PhaCauseActionsOverviewTable | List of Actions created on the PHA Causes including ID, Action Text, Assignee and Status and the details of the Node/Causes assigned to: Node ID, Deviation and Cause with “Worst Case Risk Ranging After Safeguards” for the Node and for the Cause |
| [DATA Comp Actions Table] | DataCompActionsOverviewTable | List of Actions created on the Devices including ID, Action Text, Assignee and Status and the details of the Device assigned to: Device Tag, Device Description, Dangerous Failure Mode and Device Duty |
| [General Action Worksheets] | GeneralActionWorksheets | Full Worksheet per General Action |
| [SIL Assessment Action Worksheets] | SilAssessmentActionWorksheets | Full Worksheet per SIL Assessment Action including the details of the Hazards assigned to: SIF Tag, SIF Description and SIL Target |
| [PHA Node Action Worksheets] | PhaNodeActionWorksheets | Full Worksheet per Node Action including ID, Action Text, Assignee and Status and the details of the Nodes assigned to: Node ID and Node Description |
| [PHA Cause Action Worksheets] | PhaCauseActionWorksheets | Full Worksheet per PHA Cause including ID, Action Text, Assignee and Status and the details of the Node/Causes assigned to: Node ID, Deviation and Cause with “Worst Case Risk Ranging After Safeguards” for the Node and for the Cause |
| [DataCompActionWorksheets] | DataCompActionWorksheets | Full Worksheet per Devices including ID, Action Text, Assignee and Status and the details of the Device assigned to: Device Tag, Device Description, Dangerous Failure Mode and Device Duty |
Placeholders
The following placeholders will be replaced when used anywhere within the report templates with the information provided within the Project Overview options:
- [CLIENT]
- [SITE / PROJECT TITLE]
- [ApplicationVersionNumber]
- [MISSION TIME]
Styling
The following styles are available in the templates to be applied to report Tables and Worksheets:
- ProSET Table Style – styling for standard report tables
- ProSET Worksheet Style – styling for worksheet tables
- ProSET_Lookup – styling for worksheet border and heading background and font colour
The tables styles can be found by clicking in any table, and selecting the Table Design tab. To edit right click on the style click modify.
Worksheet Styles
Worksheet table headers can be either vertical or horizonal, so an additional styling method has been used.
By editing 4 options in the ProSET_Lookup style we can change the following for the worksheet table header column or row:
- Font Colour
- Background Colour
- Outside Border Colour – the border around the whole section
- Inside Border Colour – the borders between the header cells
Font and Background Colour
The worksheet table header font colour can be edited:
Modify the ProSET_Lookup table style and click on Format -> Font -> Font Colour
The worksheet table header background colour can be edited:
Modify the ProSET_Lookup table style and click on Format -> Font -> Underline Colour
Borders – All borders same colour
The worksheet table header borders can be edited:
Modify the ProSET_Lookup table style and click on Format -> Borders and Shading -> In Setting list select “All” -> Set line Style, Colour, Width
Borders – Separate outside and inside borders
An Outside Borders is one which goes around all of the selected cells, in this case around the whole header cells. Inside borders are those which are between the selected cells, in this case between the header cells. This allows the outside border to be the same colour as the header background but use a highlighting colour to separate the header cells.
Outside Borders
The worksheet table header outside borders can be edited:
Modify the ProSET_Lookup table style and click on Format -> Borders and Shading -> In Setting list select “Box” -> Set line Style, Colour, Width
Inside Borders
The worksheet table header inside borders can be edited:
Modify the ProSET_Lookup table style and click on Format -> Borders and Shading -> In Setting list select “Custom” -> Set line Style, Colour, Width and select the middle vertical and horizontal selectors in Preview