Method and management system

What is the summation rule and how is it applied?

For every substance the quantity is divided by its threshold and the ratios are added. The addition is done separately under three headings: health hazards, physical hazards and environmental hazards. If any of the three totals is one or greater, the establishment is in scope at that tier. The calculation is made twice — once for the lower tier, once for the upper.

The rule

Even where no single substance exceeds its threshold, several dangerous substances held together can create an equivalent hazard. The summation rule measures that:

  1. For each substance, take quantity ÷ that substance's threshold.
  2. Add the ratios within the same hazard heading.
  3. If a total is one or greater, the establishment is in scope at that tier.

Three separate totals

HeadingWhat it covers
Health hazardsAcute toxicity and related health classes
Physical hazardsExplosive, flammable, oxidising and related classes
Environmental hazardsClasses hazardous to the aquatic environment

The three totals are never mixed; each is calculated separately, and any one of them passing 1 brings the establishment into scope.

Lower and upper tier are calculated separately

The same arithmetic is done once with lower-tier thresholds and once with upper-tier thresholds. An establishment can be in scope at the lower tier and not at the upper; its obligations follow accordingly.

Why most errors happen here

Someone reading the inventory sees that no line exceeds a threshold and concludes “we are out of scope”. But if ten substances each stand at a fifth of their threshold, the total is two and the establishment is in scope. Done by hand, this calculation also goes stale, because it is not redone when a classification changes or a new substance arrives.

How this stands in Optifora

The threshold list is held as 69 rows, and the summation is computed under three headings and for both tiers; a change in the inventory refreshes it automatically.

Manage this in Optifora

Optifora is not a single program but a compliance platform assembled from modules. The catalogue states which module is ready today and which is on the roadmap.

See what Optifora is