Incident Investigation for Supervisors and Engineers

202414oct(oct 14)4:12 pm18(oct 18)4:12 pmIncident Investigation for Supervisors and Engineers

Course Details


  • How to meet regulatory requirements for incident investigations
  • How to develop and implement a structured program 
  • Designed for learning from incidents
  • Why and how to define misses
  • How to train others to recognize and report incidents
  • Includes planning for trending of data
  • How to initiate and conduct an investigation 
  • Establishing an effective team quickly
  • Methods for collecting different types of data, including effective interviewing skills
  • How and when to apply causal factor and root cause analysis for investigating process and non-process incidents 
  • Includes event and condition charting (causal factor charting)
  • Filling data gaps using fault tree logic
  • “5-Whys” technique for finding root causes
  • PII’s Root Cause Chart™ for categorizing root causes
  • How to develop appropriate recommendations to address root causes at various levels to avoid future incidents
  • How to structure reports
  • Via actual industry examples and workshops, learn key points and practice your new skills


Workshop: Identifying near misses (near hits):

  • Initiating the investigation
  • Gathering data
  • Basics
  • Gathering data from people
  • Gathering data from documentation, parts, and chemicals

Workshop: Identifying key data needs:

  • Analyzing data for ALL causal factors

Workshop: Causal factor charting:

  • Bridging gaps in data

Workshop: Using fault tree analysis to find all possible scenarios and determine the most likely one:

  • Determining ALL root causes of each causal factor

Workshop: Identifying root causes using the “Root Cause Chart” technique:

  • Developing conclusions and recommendations

Workshop: Conclusions and recommendations based on facts:

  • Overview of results trending
  • Preparing for the Case Study
  • Case Study: Using all rules and methods taught in class to investigate actual incident in real-time setting. Small teams will:
  • Determine data needs
  • Gather data (interview role-players, get data from computer control 
  •   systems, etc.)
  • Use causal factor charting and fault trees to analyze data and determine ALL 
  •   causal factors
  • Use PII’s Root Cause Chart ™ to determine the multiple root causes of each 
  •   causal factor

Who Should Attend ?

Engineers – process, process safety, and mechanical – Operations and Maintenance supervisors


October 16, 2024 4:12 pm - October 20, 2024 4:12 pm(GMT+03:00)



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Health Guidelines for this Event

Masks Required
Physical Distance Maintained
Event Area Sanitized
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