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Incident Investigation & Root Cause Analysis: Complete Guide

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Master Systematic Investigation, RCA Techniques, and Corrective Action Planning for Safety and Operational Excellence
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Created by Professional Training Institute (PTI)
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What you'll learn

  • Systematically investigate workplace incidents using structured methodologies and evidence-based approaches
  • Apply multiple root cause analysis techniques including 5-Whys, Fishbone, FTA, ETA, and TapRooT
  • Conduct professional evidence collection and preserve chain of custody integrity
  • Execute witness interviews using proven cognitive and conversational techniques
  • Develop SMART corrective actions and prioritize them using risk-based matrices
  • Write professional incident investigation reports that meet regulatory and organizational standards
  • Understand legal frameworks and compliance requirements for incident reporting
  • Recognize human factors, cognitive biases, and organizational failures in incident causation
  • Build a learning organization culture that prevents incidents before they occur
This course includes:
5.5 total hours on-demand video
0 articles
0 downloadable resources
45 lessons
Full lifetime access
Access on mobile and TV
Certificate of completion
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Course content

Requirements

  • Basic understanding of workplace safety concepts and terminology
  • Familiarity with general business operations or industrial processes
  • No prior investigation experience required; suitable for beginners and intermediate learners
  • Access to a computer with Microsoft Word or equivalent for report writing exercises
  • Willingness to engage with technical content and analytical thinking frameworks

Description

This course contains the use of artificial intelligence.

Welcome to the most comprehensive program available on incident investigation and root cause analysis. This course is brought to you by the Professional Training Institute (PTI), a trusted name in delivering practical, industry-aligned professional education designed to build real-world competence. At PTI, our mission is to equip safety professionals, engineers, managers, and supervisors with the skills, frameworks, and confidence to perform at the highest level in their fields.

This course provides an in-depth exploration of incident investigation and root cause analysis (RCA) methodologies used across industrial, commercial, and organizational settings worldwide. Designed for safety professionals, operations managers, engineers, supervisors, and anyone responsible for investigating workplace incidents, it delivers both theoretical foundations and practical, hands-on skills you can apply immediately.

You will learn how to systematically investigate incidents ranging from near misses to catastrophic failures, identify true root causes rather than symptoms, and develop effective corrective actions that prevent recurrence. The curriculum covers internationally recognized frameworks including the 5-Whys, Fishbone Diagrams, Fault Tree Analysis, Event Tree Analysis, TapRooT, Bow-Tie Analysis, and the Management Oversight and Risk Tree (MORT).

Through detailed case studies from the USA, UK, Europe, Asia, and Australia, you will examine real-world investigations including the Deepwater Horizon oil spill, the Piper Alpha disaster, the Bhopal gas tragedy, and the Esso Longford explosion. Advanced techniques such as barrier analysis, human performance evaluation, evidence-linked causal cascades, and cognitive bias mitigation are explored in depth, alongside practical tools for timeline construction, report writing, and corrective action tracking.

By the end of this course, you will possess the competence to lead incident investigations, facilitate RCA sessions, write comprehensive investigation reports, and drive organizational learning that creates a proactive safety culture. Enroll today and take a decisive step toward becoming a confident, capable, and highly valued investigation professional.

Who this course is for:

  • Health and Safety Professionals (HSE Managers, Safety Officers, EHS Coordinators)
  • Operations Managers, Plant Managers, and Facility Supervisors
  • Process Safety Engineers and Reliability Engineers
  • Quality Assurance and Quality Control Professionals
  • Incident Investigation Team Leaders and Facilitators
  • Regulatory Compliance Officers and Risk Management Consultants
  • Students and professionals preparing for safety certifications (CSP, CIH, NEBOSH, IOSH)
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