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Testimonials
"Very well presented with good examples and skill-building workshops. Good pace and volume of information."
- Ron Morosse, SHE Programs Manager, Hercules Corporation
"Great course - workshops were very helpful and instructor very knowledgeable and efffective.""
- Susie Cowher, PSM Engineer, ISP Chemicals, Inc.
"Good course, thought provoking, comprehensive treatment of the subject matter."
- L. Scott Crump, Director, HSE, Cook Composites and Polymers
Course Description
This 1½-day version of our popular Root Cause Analysis course is designed for personnel performing investigations of simple incidents. The focus of the course is identifying causal factors, root causes, and recommendations for human performance problems and equipment issues. You will come away from the course with these valuable materials:
- The SOURCE™ Investigator's Toolkit to help you gather and organize your data
- A Root Cause Map for your company to use
- A 300-page Root Cause Analysis Handbook that includes details on the use of the Root Cause Map
- A FREE Excel template for documenting causal factor charts and cause and effect trees
- Complete solutions to example problems
- A certificate of completion
Accreditation:
1.0 CEUs, 1.0 COCs, 1.67 CMs, ABIH approval #10-231 |
For more information on this course, contact Customer Service at 1-800-769-1199.
For more information on this course, contact Customer Service at 1-800-769-1199.
Course Outline
DAY 1
8:00 a.m. to 5:00 p.m.
Basics of Incidents and Investigations
- Three principles for achieving operations excellence
- Root cause/management system approach to root cause analysis (RCA)
- Goals of incident investigation/RCA
- Terminology: causal factor, root cause, management system, safeguard
- Workshop: Identifying causal factors and root causes
- Overall incident investigation management system, and overview of the course
Analyzing Data
- Overview of the four analysis techniques: cause and effect trees, timelines, causal factor diagrams, and change analysis
- Cause and effect trees
- Incident timelines
Identifying Root Causes
- What is a root cause?
- Procedure for identifying root causes
- The Root Cause Map
- Workshop: Identifying root causes
Developing Recommendations
- Key recommendation concepts
- Four levels of recommendations
- Recommendation hierarchy
- Special recommendation areas including restart/resumption criteria
DAY 2
8:00 a.m. to 12:00 p.m.
Initiating Investigations
- Securing the site
- Overview of incident management tasks
- Overview of investigation teams
Gathering Data
- Types of data: The four P’s: people, physical, paper, and position
- Fragility of data
- Data from people
- Physical data
- Paper data
- Position data
- Workshop: Identifying data needs
Investigation Programs
- Common incident investigation/RCA program problems
General Resources
- SOURCE™ Toolkit – useful data collection forms
- Pocket guide to investigation
- Course study guide
Workshop: Simulated incident investigation
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For more information on this course, contact Customer Service at 1-800-769-1199.
For more information on this course, contact Customer Service at 1-800-769-1199.
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