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ABS Consulting Training Services

Root Cause Analysis and Incident Investigation
Course 106

Course Description

Learn to use the SOURCE™ Methodology for Investigating Incidents

In this workshop-intensive course, you will learn:

  • Why and how to define near misses and how to institute a program to learn all you can from all incidents

  • How to initiate an investigation and gather evidence

  • How and when to apply powerful techniques for causal factor and root cause analysis (the heart of this course) for investigating process and nonprocess incidents

  • How to avoid future incidents by developing appropriate recommendations to address root causes

  • How to structure reports for optimum effectiveness

  • The fundamentals of data trending that allow identification of systemic problem areas

You will learn the powerful tools and techniques that are part of the SOURCE™ (Seeking Out the Underlying Root Causes of Events) Methodology. These techniques are based on techniques commonly used throughout industry for incident investigation. Our unique application of these common tools will guide your investigation, making each investigation efficient and effective. We teach effective interviewing skills along with methods for collecting other types of data. You will learn to analyze data using causal factor charting, (event and condition charting) fault tree analysis, and change analysis. The root cause determination techniques include the "5-Whys" technique and ABS's "Root Cause Map™". Realistic industry examples and workshops are used extensively throughout the course to illustrate key points and to allow you to practice your new skills.

You will also learn how to use ABS's RootCause LEADER™ software and FREE Excel spreadsheet to document your investigations and perform analysis of trends. Visit the RootCause LEADER 2.0 software page for a more complete description.

Besides learning incident investigation skills, you will learn how to fully meet requirements of standards and regulations for investigations of incidents with health, reliability, environment, and quality impacts. You will also get an overview of how to structure an effective investigation program for your company, including how to define near misses, how to train others to recognize and report incidents, how to classify incidents for assigning the appropriate investigator(s), and how to trend data. You will take back to your company an example of a successful incident reporting and investigation program.

And, unlike many root cause approaches, your company may use the techniques and tools taught in this course "license-free."

A low ratio of students to instructors ensures plenty of one-on-one coaching by our expert instructors during realistic workshop exercises.

Four benefits you will gain:

  1. You will be equipped to investigate serious, complex incidents

  2. You will learn the importance of:

    • Near-Miss Investigation

    • Incident Classification

    • Data Trending

  3. You will learn how to identify root causes (not just causal factors), using proven techniques

  4. Come away from the course with these valuable materials:

    • A copy of comprehensive course notes and industry examples, including a model written program for managing incident investigations

    • Complete solutions to example problems

    • The SOURCE™ tool kit to help you gather and organize your data

    • A Root Cause Map for your company to use

    • A 225-page Root Cause Analysis Handbook that includes details on the use of the Root Cause Map

    • A FREE Excel worksheet for documenting causal factor charts and fault trees

    • A certificate of completion

    • 1.9 CEUs, 1.9 COCs, 3.0 CMs (ABIH approval #02-952)

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