PSM · Intermediate · 2 days

Incident Investigation and Root Cause Analysis

Evidence, causal analysis and recommendations that address the management system, not the person

Duration2 days
LevelIntermediate
FormatOn-site · virtual
CodeTR-D09
PSIPHAProceduresMOCMIAudit 14 ELEMENTS · RBPS 20
Course flyer

Incident Investigation and Root Cause Analysis — one-page catalogue.

The flyer below is the printable A4 version. Use the buttons above to download it or the request form.

Incident Investigation and Root Cause Analysis — one-page course flyer
Click the flyer to open the printable PDF.
Request this courseDownload the Training Request Form, quote course code TR-D09, sign and e-mail it to sales@cerasus.ai — or use the consultation form below.
Download Training Request Form →
At a glance

What you will be able to do.

Incident investigation team leaders and members; HSE, operations and maintenance engineers; PSM coordinators owning the investigation element

Most investigations stop at the operator error and never reach the reason the error was possible. The course covers the full investigation cycle: initial response and evidence preservation, timeline construction, causal analysis with 5-Whys, fault tree and barrier analysis, then recommendations that are specific, verifiable and aimed at the management system. Two complete investigations are run in class, one on paper and one in CauseIQ, with reports written and critiqued.

  • Meet the 1910.119(m) requirements: 48-hour start, team composition, report content, action tracking
  • Secure and document physical, electronic and human evidence, including historian and logbook data
  • Build a timeline that separates fact from inference
  • Apply 5-Whys, fault tree and barrier analysis and know the limits of each
  • Identify root causes in management systems and link them to PSM elements
  • Write recommendations and reports that survive review and lead to change
Course outline

Day by day

Day 1

Investigation-related lessons: CSB case studies · OSHA 1910.119(m) and near-miss reporting · initial response and evidence preservation · interviewing witnesses · historian and DCS data recovery · timeline construction · investigation 1 on paper

Day 2

Causal analysis: 5-Whys, fault tree, barrier and bow-tie analysis · human factors in causation · root causes in management systems · recommendation quality and hierarchy of controls · report writing · investigation 2 in CauseIQ with PHA linkage · sharing lessons

Standards referenced
OSHA 29 CFR 1910.119(m)
CCPS Guidelines for Investigating Process Safety Incidents
CCPS Risk Based Process Safety
EI Human Factors Briefing Note 13 (Incident Investigation)
API RP 754
Request a consultation

Tell us about the unit and the problem.

Send a short brief — plant, service of interest and what you need to achieve — and a Cerasus engineer will respond with a proposed scope and next steps.

Prefer email or phone? sales@cerasus.ai · +974 5506 2743