Incident Investigation & Reporting

Affiliation: PDO
Duration: 2 days

Course Aim:

To prepare staff who may be nominated, as individuals or as a member of a team, to investigate incidents or accidents.

Ensuring, through tutoring, that delegates have:

1. Confirmation, clarification and expansion of knowledge and understanding related to incident types, records, risk assessment matrix and the Bow-Tie concept previously gained on HSE Tools & Skills course.

2. Sufficient knowledge and clarity concerning human factors in incident investigation.

3. An awareness of Tripod Trees and the ability to prepare incident reports 

Course Content:

  • Define accident, incident & causation.
  • Introduction
  • Meaning and consequence of incidents
  • Responsibility for investigating incidents
  • Initial actions after an incident
  • Reporting incidents
  • Evidence
  • Incident Causation Model
  • Incident Reports
  • Remedial Actions
  • Data Analysis
  • Practical Sessions

Course Objective

  • Methods for recognizing and using the steps in the initial response to an incident
  • Methods for collecting evidence by utilizing the five P’s ‐ position, people, parts, paper, and process.
  • Guidelines for effective interviewing
  • The causation / problem solving model to analyse incidents
  • Methods for identifying losses, contacts, immediate causes, basic causes, and lack of control in the incident
  • Methods for developing and categorising specific remedial actions
  • Methods for completing the appropriate information in an incident / accident investigation report.

Who Should Attend?

The course is designed for Safety Committee Members, Corporate Managers, Department Managers, First Line Supervisors, Facility Engineers and Specialists & Accident Investigation Team Members.

Pre- Requisites



  1. Demonstrate an understanding of the ICAM incident investigation process from the establishment of critical factors, causational factors, immediate causes, underlying causes and latent management system failures. 
  2. Demonstrate a clear understanding of the connectivity between the different levels above and how each drill deeper into the management causations. 
  3. Accurately, but in your own words, explain why it is important to establish underlying cause(s) and latent failures in relation to an incident, rather than just the immediate cause(s) and human factors they tend to indicate.
  4. Demonstrate, after role play and group work concerning a specific incident scenario, that you can prepare a clear and structured investigation report and presentation, that both include the key cause(s) and management system failures. 5. Demonstrate, using your investigation report and presentation, that you can recognize and formulate SMART recommendations related to the investigation role play you have participated in.