In TapRooT®, we use a mnemonic to quickly remember what types of evidence we may want to collect after an incident occurs: 3 Ps & an R. This stands for:

People evidence
Paper evidence
Physical evidence and
Recording evidence.

Today we are going to discuss the #1 mistake investigators make when collecting Paper evidence. Paper evidence may include all sorts of things including:

  • regulatory paperwork
  • activity specific paperwork
  • personnel paperwork
  • policy and procedure paperwork and
  • equipment manuals.

What do you think the biggest mistake is when it comes to collecting Paper evidence… given all of the paper that we have in our workplaces?

The #1 mistake is: Collecting too much paper that is not relevant to the investigation!

You don’t need to collect every piece of paper at your facility. How do you know what you don’t need? By looking at your SnapCharT®! You need all the paper that supports your timeline of events and supports the facts.  If you use the TapRooT® software, you can easily upload .pdfs of this paperwork and highlight relevant pages in your report to management.

Don’t make the mistake of collecting so much paper that what you need for evidence is somewhere at the bottom of the stack. Use your SnapCharT® to guide you and keep your paper evidence organized in the TapRooT® software.

To learn more about evidence collection, join me in Houston, Texas in November for a 3-day root cause analysis and evidence collection course, or just 1 day of evidence collection training.