PSM 108: Incident Investigation

COURSE DESCRIPTION                                                                                  DURATION: 2 Days

Many incidents in chemical facilities have led to loss of life and property. This course provides the participants an understanding of which incidents to investigate and how to investigate the incidents in order to determine the underlying causes to avoid the occurrence of impending incidents. Incident Investigations not only help a company to learn from its incidents but when shared across the board can help similar industries to avoid these incidents. Investigations should be performed not only for incidents but also for positive outcomes to identify what sets the stage for positive outcomes of certain outcomes. This course provides a systematic process with practical examples and case studies to undertake or be a team member for an investigation.


  • Learn the steps to assure a good investigation
  • Learn to conduct trend analysis
  • Learn how to set up a formal investigation, secure the scene, conduct interviews and review documents
  • Learn how the incident evolves and to develop a timeline for the incident
  • Learn to perform basic and root cause analysis
  • Learn to formulate recommendations and develop a formal report
  • Learn how to manage the Incident Investigations

  • PSM Managers and Coordinators
  • Process, Safety and Mechanical Engineers
  • Any technical personnel who could lead or participate in incident investigations

  • None


Day 1

  • Introduction
  • When, why and which incidents to investigate
  • Steps to Assure a Good Investigation
  • General Investigation Concepts
  • Impact of Human Factors
  • Overview of Incident Management Process
  • Evolution of the Incident
  • Incident Reporting (Internal and Regulatory)
  • Typical Steps in an Investigation
  • The Investigation Team
Day 2

  • Developing the timeline of the incident
  • Incident Basic and Root Cause Analysis
  • Latent cause Analysis
  • Findings of Investigation
  • Recommendations of the Investigation
  • Report of Investigation
  • Examples of Fire, Explosion and Toxic Release Incident Investigations
  • Learning from Incidents
  • Management of Incident Investigations