Level 1 : Where to Start
This section outlines the basic requirements to complete the Investigations element of an HP Program using best practice guidance and free-to-access templates and toolkits.
WHO WOULD APPLY THIS? 
Incident Investigators and other people involved in conducting investigations, reviewing/approving reports and putting corrective actions in place.
STEP 1 : WHAT DO YOU NEED TO KNOW?
- What are PSFs and organisational factors
- How to objectively describe behaviour
- Key stages of the investigation process
- How to incorporate HF into TOR
- Sources of HF evidence
- Types of open questions and effective interviews
- Familiarity with HF toolkit
- Hierarchy of controls
- How (not) to write HF findings and recommendations
STEP 2 : WHERE CAN YOU LEARN IT?
Read IOGP Report 621 Demystifying Human Factors: Building Confidence in Human Factors Investigation : This document aims to ‘demystify’ human factors and help those involved in the investigation process gain confidence by successfully incorporating human factors into investigations.
Explore the interactive HF Toolkit :
Arranged as a simple to use blend of guidance, tip and tools. Designed to support your investigation analysis technique and and developing effective recommendations to prevent reoccurrence.
Undertake introductory and advanced training:
Enrol on the Human Performance Pathway for the Energy Sector (Energy Institute) :
Select the Introductory Module - building awareness of core human performance challenges.
Enrol on the Human Performance Pathway for the Energy Sector (Energy Institute) :
Select LEVEL 1. This Level offers knowledge and understanding of the techniques and concepts in HP, giving you the ability to identify and discuss HP terminology and principles and to be able to use reference and resource materials to inform practice with further instruction and supervision.
STEP 3 : WHAT DO YOU NEED TO DO?
Apply the interactive HF Toolkit :
Adopt best practice outlined in each of the Tools to systematically collect evidence, understand the influencing factors and make informed assessments.
Review the HF in Investigations Toolkit : (Editable version of template available for download in STEP 4)
STEP 4 : USE TOOLS, TEMPLATES AND EXAMPLES
Download HF in Investigations Toolkit including embedded HF analysis tools also available through the HP e-learn (Large PDF file, please allow time to load in your browser and save to your files).
Further sources of HF Evidence: Part 1 Part 2 Part 3 Part 4
Download HP in Investigation Template also available through the HP Competency Pathway Level 1. (MS Word file, check bottom left of your browser to open or check your 'downloads' folder).
Example of HF language for Terms of Reference (TOR)
(under construction):
Examples of open questions