MCE Resources

Plant Safety Modernization: 7 Steps for Safer Automation

Written by Motion & Control Enterprises (MCE) | Jan 20, 2024, 5:00:00 AM

Plant safety modernization helps manufacturers reduce risk while adopting new automation, robotics, sensing, connectivity, and production technology. As equipment becomes more connected and automated, safety procedures, guarding, sensing, controls, training, and maintenance practices need to evolve with it.

Ignoring plant safety can lead to downtime, lost productivity, compliance issues, equipment damage, and employee injury. Safety should not be treated as an afterthought after new systems are installed. It should be part of the planning process from the beginning.

A modern safety strategy can help standardize procedures, improve communication, support risk reduction, and make it easier for employees to work confidently around changing equipment and processes.

How Do You Modernize Plant Safety?

Modernizing plant safety starts with reviewing risk, documenting procedures, training employees, applying appropriate guarding and safety devices, using sensors and data for visibility, and keeping safety practices aligned with changing equipment and regulations.

The 7 steps are:

  1. Digitize safety procedures and emergency plans
  2. Keep employees current on safety training
  3. Use drones, AR, and VR where they reduce risk
  4. Apply safety sensing, guarding, and controls
  5. Use IIoT sensors and data analytics
  6. Build a safety roadmap based on risk
  7. Maintain compliance with safety and environmental requirements

Safety Creates Productivity

Modernizing plant safety early in a new product, machine, or system adoption helps teams standardize processes, answer complex safety questions, and ease the transition for employees. It also supports productivity by helping reduce unexpected disruptions caused by unsafe conditions, unclear procedures, or poorly planned upgrades.

Plant safety modernization should connect people, equipment, procedures, and technology. That means looking at the full system, including risk assessments, training, guarding, safety sensing, control systems, data visibility, maintenance, and emergency response.

Plant Safety Modernization Checklist

Area What to Review Why It Matters
Risk assessment Machine hazards, operator interaction, access points, motion, energy sources, and maintenance tasks Helps prioritize safety upgrades based on actual risk.
Procedures Safety plans, emergency response, reporting, audits, documentation, and accessibility Makes safety information easier to follow and maintain.
Training New equipment, new processes, near-miss reporting, safe work practices, and refresher training Helps employees understand how to work safely around changing systems.
Safeguarding Machine guarding, safety switches, light curtains, emergency stops, interlocks, and safety controls Protects people near moving equipment, hazardous areas, and automated machinery.
Data and monitoring IIoT sensors, safety metrics, maintenance data, alarms, and connected systems Improves visibility into safety performance and equipment condition.
Compliance Applicable safety standards, environmental requirements, audit records, and corrective actions Helps keep safety programs current and easier to document.

7 Steps to Modernize Your Plant Safety

 

1. Digitize Your Safety Procedures and Emergency Plan

A documented safety plan keeps processes, responsibilities, and emergency actions in one place. To be effective, that information also needs to be easy to access and easy to update.

Digital safety management systems or Environment, Health, and Safety software can help streamline safety processes. These systems may allow employees to report incidents, track safety metrics, manage documentation, conduct audits, and access emergency response plans.

Digital procedures can support:

  • Incident reporting
  • Near-miss reporting
  • Safety documentation
  • Audit records
  • Emergency response plans
  • Evacuation procedures
  • Emergency contact information
  • Mobile access to safety instructions

As manufacturing technology changes, digital safety procedures can make it easier to update instructions, retire obsolete processes, and communicate new requirements across the plant.

 

2. Keep Employees Current on Safety Training

Products, processes, equipment, and regulations change over time. Regular safety training helps employees understand new risks, updated procedures, and the safe use of modern technologies.

Training can also support a stronger safety culture by encouraging employees to report hazards, near misses, and unsafe conditions without fear of repercussions.

Training programs should account for:

  • New machinery or automation projects
  • Updated safety procedures
  • Machine guarding and safe access
  • Robotics and collaborative work areas
  • Emergency response procedures
  • Lockout and energy-control practices
  • Near-miss and incident reporting
  • Vendor-provided training when specialized equipment is installed

Training should not be a one-time launch activity. It should be reviewed as equipment, personnel, procedures, and production requirements change.

 

3. Use Drones, AR, and VR Where They Reduce Risk

Some inspection, maintenance, and training tasks may expose workers to unnecessary risk. Drones, augmented reality, and virtual reality can help reduce exposure in selected applications.

Drones can provide visual assessments of infrastructure, equipment, and hard-to-reach or hazardous areas. AR can provide real-time visual guidance to workers, and VR can simulate hazardous situations for training without placing employees in the actual environment.

These tools may support:

  • Inspection of elevated or difficult-to-access equipment
  • Visual review of hazardous areas
  • Maintenance planning
  • Training for uncommon or high-risk scenarios
  • Emergency response practice
  • Procedure visualization before work begins

Technology should be selected based on the task, risk level, environment, and employee training requirements.

 

4. Apply Safety Sensing, Guarding, and Controls Around Robots and Machines

As robotics and automation grow, employees may work closer to machines, conveyors, robot cells, and other automated equipment. Without the right safety precautions, productivity gains can be undermined by serious risk.

Robots can improve productivity, reduce process errors, and perform work in hazardous areas, but they must be integrated with appropriate safeguards.

Safety systems may include:

  • Machine guarding
  • Safety light curtains
  • Safety sensors
  • Emergency-stop devices
  • Safety switches and interlocks
  • Pull-wire emergency-stop switches
  • Safety control modules
  • Programmable safety controllers
  • Two-hand control panels

The right combination depends on the machine, hazard, access point, stopping time, operator task, maintenance procedure, and applicable safety requirements.

MCE supports automation safety products and machine safeguarding solutions, including Schmersal safety products for personnel, equipment, and process protection.

 

5. Use IIoT Sensors and Data Analytics for Safety Visibility

IIoT sensors can help make safety and equipment performance data more visible. Predictive maintenance and connected monitoring can provide real-time information that helps teams identify potential hazards or equipment issues before they lead to failure.

Sensor and connectivity data may be viewed through mobile devices, laptops, dashboards, or connected control systems.

IIoT and automation data can help teams monitor:

  • Equipment condition
  • Sensor status
  • Alarms and faults
  • Maintenance indicators
  • Safety-related events
  • Environmental conditions
  • Process trends

Manufacturers can also centralize and integrate data from different sources and systems. This may include ERP, MES, and PLC systems and connectivity to create a more unified data environment for analysis, trends, and continuous improvement.

MCE also supports industrial sensing applications, including detection, measurement, proximity, photoelectric, capacitive, and ultrasonic sensor technologies.

 

6. Build a Safety Roadmap Based on Risk

Every machine, process, and production area has its own safety considerations. As equipment is upgraded or added, teams need to determine how to meet the required safety levels for each application.

A safety audit and roadmap can help prioritize spending and implementation by focusing first on the highest-risk machines, tasks, or access points.

A useful safety roadmap should identify:

  • Machines or areas with the highest risk
  • Existing guarding, sensing, and control gaps
  • Required safety functions
  • Employee interaction points
  • Maintenance and access requirements
  • Recommended upgrades
  • Implementation sequence
  • Training and documentation needs

Schmersal safety audit and roadmap support can help prioritize upgrades by level of importance, starting with the most dangerous machines first.

 

7. Maintain Compliance with Safety and Environmental Requirements

Safety and environmental requirements can change as standards, equipment, processes, and operating conditions change. Compliance requires attention to detail, current documentation, training, and a repeatable process for reviewing safety performance.

Digital reports, IIoT data, safety roadmaps, audit records, and mobile documentation can make safety information easier to access and review.

Compliance-related safety practices may include:

  • Maintaining current procedures and documentation
  • Keeping training records up to date
  • Tracking safety audits and corrective actions
  • Reviewing machine guarding and safety devices
  • Documenting inspections and maintenance
  • Monitoring changes to equipment or processes
  • Participating in vendor and equipment-specific training

Modern tools can support reporting and auditing, but they do not replace the need for sound safety procedures, trained employees, and regular review.

How MCE Supports Plant Safety Modernization

MCE can help manufacturers evaluate automation, sensing, connectivity, robotics, and safety products as part of a broader plant safety modernization effort.

MCE automation and safety support includes:

  • Machine safety products: Safety light curtains, safety switches, emergency stops, safety sensors, safety modules, programmable safety controllers, and machine guarding.
  • Sensing support: Product detection, measurement, proximity, photoelectric, capacitive, ultrasonic, and harsh-environment sensor applications.
  • Robotics support: Application support for robotic systems and automation projects.
  • Connectivity: Support for PLC connectivity, motion controls, drives, and related automation hardware.
  • Roadmap support: Help review safety priorities, product options, and implementation needs.
  • Training and vendor coordination: Support for new equipment, safety devices, and employee adoption.

By taking steps to modernize your safety processes, you can help ensure that a more productive future is also a safer one.

Explore MCE automation safety solutions or contact MCE to discuss plant safety modernization, machine safeguarding, sensing, controls, and automation support.