By the end of this 5-day program, participants will be able to:

• Lead structured investigations for low-, medium-, and high-risk incidents.

• Apply SnapCharT® to organize evidence and build accurate event timelines.

• Conduct structured interviews and gather physical, documentary, and digital 

evidence.

• Identify Causal Factors and use the Root Cause Tree® to determine real, systemic 

root causes.

• Develop SMARTER corrective actions using the Corrective Action Helper®.

• Apply optional tools—Equifactor®, CHAP, and Change Analysis—when relevant.

• Evaluate safeguard performance and conduct proactive audits.

• Present findings confidently and assess investigation quality.

This course is ideal for:

• Incident Investigation Team Leaders• HSE, Process Safety, and Quality Managers

• Engineering, Operations, and Maintenance Supervisors

• Reliability and Equipment Engineers

• Anyone responsible for investigation leadership or root cause analysis

• Organizations seeking a standardized and defensible RCA methodology

The course uses a workshop-based approach that includes:

• Instructor-led presentations

• Step-by-step demonstrations of each TapRooT® tool

• Daily hands-on application using case studies and TapRooT® software

• Interview role-play scenarios

• Advanced human factors and systems-thinking modules

• Group exercises, coaching, and detailed feedback

• A comprehensive final investigation project

This blended methodology ensures participants build real capability—not just theoretical 

knowledge.

Day 1 – Fundamentals & Core Tools

• Introduction to the TapRooT® System

• Overview of the investigation process

• SnapCharT®: basics and building timelines

• Practical SnapCharT® exercise

• Identifying Causal Factors

• Introduction to the Root Cause Tree®• Root Cause Tree® practice

• Corrective Action concepts & quick exercise

Day 2 – Information Gathering & Interviewing

• Software tips and workflows

• Generic Causes and systemic thinking

• Preparing for investigations

• Advanced evidence collection strategy

• Interviewing techniques

• Two full interviewing role-play exercises

Day 3 – Human Factors & Optional Tools

• Management systems and performance influences

• Human engineering and behavioral contributors

• Introduction to Equifactor® (equipment troubleshooting)

• CHAP (Critical Human Action Profile)

• Change Analysis and practical exercise

• Improving procedures and training analysis

• Case integration practice

Day 4 – Proactive Improvement & Communication

• Human Factors review activities

• Proactive improvement using Safeguards Analysis

• Communications and investigation reporting

• Case exercise (e.g., equipment and human interaction scenario)

• Grading investigation quality

• Presenting to management

• Start of final team exerciseDay 5 – Final Investigation Workshop

• Final full investigation exercise, including:

o Safeguards Analysis

o Causal Factor identification

o Root Cause analysis

o Generic Cause identification

o Corrective Action development

• Team presentations and coaching

• Wrap-up and application planning

BTS Attendance Certificate will be issued after passing 80% of the course duration

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