Incident Investigation & Reporting

Overview

Despite an employer’s best efforts, workplace incidents can happen, and often do, with dire consequences. As part of the moral and legal responsibilities of CEO’s and Directors of companies, these incidents must be thoroughly investigated, and reported to the relevant authorities. It is also imperative to find the causes of these incidents and take the necessary steps to prevent them from recurring. Attending this two day workshop will equip delegates with the critical skills and knowledge to perform their investigative duties with diligence and competence.

Objectives

At the end of this workshop delegates will know how to:

  • Identify the types of incidents which must be investigated
  • Manage the scene of the incident to preserve evidence
  • Collect witness statements and supporting evidence
  • Complete the legally required forms and documents
  • Conduct an investigation to determine the causes
  • Evaluate evidence and report key findings
  • Draw valid conclusions based on factual evidence
  • Compile recommendations on preventive measures and
  • Write a comprehensive report on the incident

Who must attend

  • CEO’s & Company directors
  • Directors General of National Government
  • HR managers
  • Health & Safety Managers
  • Risk & Compliance Managers
  • Insurance Assessors
  • Department of Labour inspectors
  • Engineering managers
  • Incident Investigators

Training Methodology

The program will be presented in modular format using a range of approaches from presentation of material, court cases and case studies with interactive learning exercises to ensure maximum transfer of knowledge for all delegates. Delegates will also receive supporting documents to facilitate participation in the learning process.

Course Program

Day 1 – Incident Management, Reporting & Investigation

7:30 to 08:00 – Registration and welcoming

Introduction to incidents

  • What is defined as an incident
  • When must incidents be reported and investigated
  • Classification of incidents

Managing the scene of the incident to preserve evidence

  • Immediate response to an incident
  • Securing the scene
  • Initial collection of information
  • Initial reporting to authorities

10:00 to 10:30 – Morning Tea

Collecting witness statements and supporting evidence

  • Identifying witnesses
  • Conducting the initial interview
  • Taking of statements
  • Collecting supporting evidence
  • Protecting Evidence

12:30 to 13:30 – Lunch

Complete the legally required forms and documents

  • Which forms to use when
  • How to complete the forms
  • Submission requirements

Conducting an investigation to determine the causes

  • The pertinent questions to ask
  • Investigation techniques & tools
  • Finding the causes
  • Factors to consider

Evaluating evidence and reporting key findings

  • Understanding the burden of proof
  • Separating facts from fiction

14:30 to 14:45 – Afternoon Tea

Conclusions based on factual evidence

  • What happened
  • Where did it happen
  • Why did it happen

 

Compile recommendations on preventive measures

  • Setting up a task team
  • Review of incident facts
  • Creating an action plan

 16:00 – Summary


Day 2 – Writing a comprehensive Investigation Report

 

08:00 – Recap from Day 1

  • Purpose of the report
  • Format, Language & terminology
  • Structure of the report

10:00 to 10:30 – Morning Tea

Creating the draft report

  • Aims & Objectives
  • Incident Description
  • Methods of Investigation
  • Findings
  • Recommendations

12:30 to 13:30 – Lunch

Creating the final Report

  • Summary
  • Conclusions
  • Recommendations
  • Compiling your Report – Practical Session

14:30 to 14:45 – Afternoon Tea

Understanding the aftermath of an incident

  • Investigation by authorities
  • The legislative mandate
  • The rules of privilege
  • Criminal actions
  • The influence and management of the media

16:00 – Summary & Closing