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Process Safety Management Systems

Incident Investigation (RBPS Element 17)

Multi method root cause analysis with corrective action close out and recurrence prevention

What this study delivers

Incident Investigation (RBPS
Element 17)

Incident Investigation is the structured learning discipline that turns every incident, near miss and significant deviation into action that prevents recurrence. The element maps to OSHA PSM 1910.119(m), which requires investigation of any incident with catastrophic release potential within 48 hours, and to CCPS RBPS Element 17. The failures are well documented. Investigations that stop at the first cause of operator error rather than reaching the latent and organisational factors, corrective actions that are filed but never close and lessons learned that never reach sister sites. Our team builds programmes that combine several root cause methods such as TapRoot, Apollo, the event and causal factor chart and MORT, just culture facilitation following James Reason and electronic action tracking that surfaces recurrence patterns across your sites.

Incident Investigation (RBPS Element 17) Overview
Study execution

How the study is executed

A structured, facilitated process that runs from scope definition through close out and produces defensible, actionable outputs.

Investigation Trigger & Scope

Define investigation trigger per OSHA PSM (m) and corporate threshold, preserve evidence chain, secure DCS / historian / CCTV data.

Team Formation & Charter

Multi discipline team with independent chair, specify time bound mandate, align with just culture principles.

RCA Methodology Application

Apply RCA method appropriate to incident complexity, TapRoot for systematic, Apollo for human factor, ECFC for sequence, document causal chain.

Latent Cause Analysis

Reach beyond physical / immediate causes to latent organisational and cultural factors, apply substitution test per just culture.

Corrective Action Design

Per hierarchy of controls, elimination, substitution, engineering, administrative, PPE, specify monitoring KPI for effectiveness verification.

Lessons Learned & Sharing

Issue investigation report, distribute across sites, integrate with API RP 754 PSE indicators, corporate HSE governance.

Incident Investigation (RBPS Element 17) Scope
Study scope

What the study covers in full

Investigation of incidents with catastrophic release potential within 48 hours to OSHA PSM (m)
Several root cause methods including TapRoot, Apollo, the causal tree, the event and causal factor chart and MORT
Just culture facilitation following James Reason and Sidney Dekker
Depth that reaches latent, organisational and cultural root causes
Corrective action tracking through to close out and verification
Sharing of lessons learned across sites and across the corporation
Why it matters

Outcomes of Incident Investigation (RBPS Element 17)

Recurrence Prevention
  • Reaches the latent causes rather than closing on operator error
  • A just culture that surfaces honest reporting
  • Recurrence prevented through verified actions
  • Lessons learned shared across sites for shared organisational learning
PSM (m) Investigation Defence
  • Evidence that withstands an OSHA PSM (m) audit
  • CCPS RBPS Element 17 evidence
  • IEC 62740 cause analysis
  • Factories Act 88 incident reporting met
Learning Driven Improvement
  • Near miss reporting volume rises through a just culture
  • Stronger integration with management of change through investigation findings
  • Better operator engagement
  • Improvement in API RP 754 process safety event indicators
Investigation Programme ROI
  • A repeat incident cost avoided
  • A strong position with insurers through investigation quality
  • Regulator confidence
  • An incident avoided at another site
Standards & references

Codes & standards we work to

CCPS Guidelines for Risk Based Process Safety (2007)CCPS RBPS Element FrameworkFactories Act 1948 41B (India)MSIHC Rules 1989 (India)API RP 754 (PSE Indicators)
When to engage

Triggers that signal the need

An OSHA PSM (m) audit findingAn incident with catastrophic release potentialA repeat incident pattern surfaced through trendingA Tier 1 or Tier 2 process safety event to API RP 754A refresh of corporate HSE governance
Industries served

Where Incident Investigation (RBPS Element 17) applies

Oil & Gas, Upstream

Wellheads, separators, gas compression, FPSO topsides, produced water systems.

UpstreamOffshoreFPSO
Refineries & Petrochemicals

Distillation columns, reactors, heat exchangers, storage spheres, LPG handling.

RefiningPetrochemical
LNG & Gas Processing

Cryogenic exchangers, liquefaction trains, BOG compressors, storage and sendout.

LNGCryogenic
Specialty Chemicals

Reactive systems, batch reactors, solvent handling, runaway reaction scenarios.

ReactiveBatch
Power Generation

Boilers, HRSGs, steam headers, hydrogen systems, ammonia SCR units.

PowerHydrogen
Pharma & Food

Sterile vessels, CIP/SIP, pressure fermenters, solvent recovery, spray dryers.

PharmaFood & Bev
What we deliver

Tangible deliverables

  • An investigation procedure with the 48 hour trigger to OSHA PSM (m)
  • Guidance on selecting the root cause methodology
  • Just culture facilitation training
  • A corrective action tracking database
  • A lessons learned sharing protocol
  • An annual investigation programme review
Get Started

Ready to start your project?

Speak with our team to scope an engagement tailored to your facility, regulatory context, and lifecycle stage.