Oilfield Training Center

Course Details

Incident Investigation





To provide an understanding of how to effectively carry out investigations into accidents and incidents that has occurred in the workplace.


On completion of the course, the delegates will:

  • Objectively investigate accidents, identify root causes and failures in safe working practices and management control
  • Explain the legislative requirements applicable to the investigation and reporting of incidents
  • understand when, why and how to report workplace incidents
  • Explain when and why incident investigations should be performed
  • understand who should perform the incident investigation
  • Identify the different types of workplace incidents
  • Identify the causes of incidents
  • Know how to Report the findings of the investigation
  • Know how to Analyse the facts of the investigation
  • Know how to Write the incident report
  • Know how to make recommendations in order to take corrective action
  • Know how to Communicate and follow up the recommendations of the incident

Course Competency Assessment


Part A: Introduction; overview and important information

Module 1: Introduction and general responsibilities

  • Overview
  • Purpose of investigations
  • Definitions and terminology
  • Legal responsibilities (OHS Act and MHS Act)
  • Chief Directorate OHS – Mines
  • Powers and rights of inspectors (OHS Act and MHS Act)

Module 2: Incident investigation overview

  • Type of workplace incidents (Including loss control and near-misses)
  • Incident ratio study and probability
  • Incident cost
  • Incident reduction and prevention
  • Investigators
  • Employee involvement
  • Time frame for formal investigations
  • Reporting procedures for Occupational Injuries and Diseases
  • Correct recording of incidents

Module 3: Incident investigation process

  • The six key questions (Who, what, when, where, why and how)
  • Preparing an investigation kit

Part B: Conduction the investigation


Step 1 – Investigate the incident

  • Initial response (Secure the scene)
  • Collecting facts
  • Physical evidence
  • Eyewitness accounts
  • Conducting interviews
  • Developing the narrative

Step 2 – Identify causes

  • Contributing factors
  • Determining causes
  • Root Causes (Root cause analysis)
  • Indirect Causes
  • Direct causes

Step 3 – Report the findings

  • Analysing facts
  • Report writing

Step 4 – Take corrective action

  • Focusing on the purpose
  • Corrective actions
  • Information obtained during the investigation

Step 5 – Implementation

  • Follow up of recommendations
  • Assigning responsibility
  • Communicating the results

Step 6 – Evaluate the effectiveness

  • Monitoring the effectiveness of corrective action
  • Follow up of corrective measures

Course Format

  • PowerPoint presentation
  • Discussion/Class exercises
  • Hand-outs


Equipment Required


Designed For

This course is suitable for managers, supervisors and safety representatives who have been given the responsibility for investigating accidents and incidents.