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Course Summary

Virtual Training – Investigating Incidents – Module 1

Description of Module

This virtual training session will focus on the first crucial steps of any incident investigation.  The emphasis will be on practicality and a process that can be incorporated into the health professional’s working day, as well as one that can be conducted remotely. Delegates will be provided with a suite of templates to use during an investigation as part of our commitment to an holistic approach to patient safety.  All learning points are reinforced with real life examples.


Ensure a solid understanding of the first crucial steps of an investigation including:


  • How much information to gather and how to gather it


  • The role of human factors and ergonomics in patient safety incidents


  • How to involve patients, families and carers; obtaining evidence and discharging The Duty of Candour


  • How to organise evidence using Timelines


  • How to critically analyse evidence

Example Timings


9.00am to 09.15am    Logon, technical knowhow and introductions

09.15am to 09.30am  Overview of the investigation methodology.

09.30am to 9.45am    Human factors and ergonomics; this session will explore how human factors can influence an investigator’s approach, the importance of objectivity and tips for achieving neutrality.

9.45am to 10.15am    Gathering information; a report is only as good as the information it is based on.  Investigators must go beyond simply gathering evidence to find out ‘what’ happened – they must find and ‘why’ it happened and remember to gather human factors and ergonomic evidence. This will ensure that Investigators possess enough evidence to make SMART recommendations.

10.15am to 10.30am  Coffee Break

10.30am to 11.15am  Mapping the information using simple and tabular timelines.

11.15am to 11.45am  Critical Analytical Skills – How to identify missing or incomplete evidence

 11.45am to 12.00pm Conclusion, Questions and Set up for Module 2