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How to manage alarms in 9 steps

Industry Automation and Control Forum

This forum is addressing industrial automation design & engineering, operations, asset performance, cyber security and digital transformation for Plants & Machines.

Lieutenant JG
Lieutenant JG

How to manage alarms in 9 steps

Originally published on GMI blog by GM International | August 27, 2020


How to manage alarms in 9 steps.jpg


Alarm systems are essential to manage modern industrial plants. Their operation is fundamental for the production, informing operators and supervisors on possible risks.


Alarm management is one of the hottest open discussions in plants automation and maintenance. This is given to some key factors such as risk reduction, people and environment safety, the need to improve alarm systems already present in the plant.  

In the past, it was quite uncommon that the operator had to manage more than one hundred alarms. Usually those alarms were configurable via hardware as with light signals which were expensive and not adaptable. 

With modern automation, alarm system functionalities are achieved through interfaces that are suitable, smaller in dimension, less expensive and that make use of standard and open software components. 


Today, the increased number of alarms and warnings, caused by the increased number of connectivity and available data, has a negative impact on working stress. For this reason, companies and associations have faced the problem focusing on analysis and optimization of alarm systems. The most interesting goals reached are the standards AIS/ISA 18.2 and Eemua-191. 

These standards define what an alarm is, emphasizing the response to malfunctions and feedback model. Moreover, they also develop the concept of “Alarm Management Lifecycle that defines the methodology to classify and realize alarm messages to analyze risks and principles to be adopted in the engineering of control systems. 


To be noticed that even international standards, ISA 18.2 and IEC 62682, for alarm system management in process industries, are aligned with Eemua-191. Norms included in EN 50131 should also be taken into considerationsince they describe performances for Intrusion & Hold-Up Alarm Systems (I&HAS) indicating the safety level of the system and of its components. 


The 9 steps of Alarm Management 

Alarm Management is necessary in a production environment, controlled by operators using a system for controlmaintenance and supervisionwith hundreds or thousands of single alarms. At the same time, it is crucial to ensure that all the alarms are shown to operators in suitable time. Alarms should also be able to provide the operator with the necessary means for intervention basing on priority. To guarantee production continuity, safety and quality 24/7, that is able to react to all the alarms, alerts and anomalies, an organization with a precise strategy must be in place. The following nine steps summarize it.  


Step 1: Guide Lines 

It is important realize a document comprehensives of design phase which includes guidelines, defines standards of the plant and the management methodologies of the alarms based on best practice 


Step 2: Comparative evaluation 

It is important to analyze the alarm system in order to define its strengths and weaknesses, as well as to find a practical solution to improve performances 


Step 3: Documentation and alarm classification 

A revision of documents and of the entire alarm database is useful to guarantee that each alarm conforms to the philosophy and principles of a good alarm management. 


Step 4: Alarm system performance definition 

The so called “Alarm System Performance” should be defined with easily accessible metrics, through spreadsheets or structured data bases. Examples of such metrics are the “number of alarms per operator”, alarm frequency, how many hours the alarms were triggered more than a certain amount of times. 


Step 5: Control system design 

It is important to design control systems that are capable of configuring several alarms without losing performances and flexibility, as much as to have the possibility of adding and configuring alarms easily and rapidly. 


Step 6: KPI 

The alarm system should operate in accordance with KPIs and concepts of ergonomics and Human Factors Engineering. Software tools with specific characteristics and functions are needed to ensure that performances of the entire system are in accordance with the desired final results. 


Step 7: Safety design 

When possible, the alarm system must be designed in accordance with IEC 61508 and the required availability specifications. The alarm system should be independent from the control system and from other secondary alarm systems. 


Step 8: Defining priorities 

Priorities need to be assigned in order to guarantee that the most critical alarms receive the needed attention by the operator, as soon as possible. Alarms must be presented to the operator in a clear way, depending on their priority and should be distinguished from other alarms, remaining ON and visible as long as the alarm is active. 


Step 9: Information for operators 

Alarm configuration must allow operators to take correct evaluations and to take action in a reasonable amount of time. Each alarm should provide the operator enough information on alarm conditions, areas involved, requested actions, priorities, when the alarm was triggered and its status. 

1 Reply 1

Re: How to manage alarms in 9 steps

Very valuable and comprehensive article. Thanks for sharing.


In this regard I would also like to mention two alerting solutions that can support the alarm management process.


SIGNL4 is a lightweight, app-based alerting service for operational teams supporting app push, SMS text, voice calls, escalations, duty planning and collaboration.



Enterprise Alert is a mature on-premise alerting software.



When critical systems fail or major incidents happen, those alerting solutions help to notify your staff, engineers, or workers ‘in the field’ quickly and no matter where they are.


I hope you find this helpful.