Courses

2-Day TapRooT® Incident Investigation and Root Cause Analysis Course

TapRooT® Techniques are designed for everyone from beginner to expert. In just two days, learn the TapRooT® Essentials to find and fix the root causes of incidents, accidents, quality problems, near-misses, operational errors, hospital sentinel events and other types of problems.

The essential TapRooT® Techniques include:

  • SnapCharT® – a simple, visual technique for collecting and organizing information to understand what happened.
  • Root Cause Tree® – a systematic, repeatable way to find the root causes of human performance and equipment problems — the Root Cause Tree® helps investigators see beyond their current knowledge.
  • Corrective Action Helper® – help lead investigators “outside the box” to develop effective corrective actions.

Using the TapRooT® System to find and fix the real root causes of problems keeps them from happening again and again.

Course Outline

Day One

  • Class Introductions and Background of TapRooT®
  • SnapCharT® Basics
  • SnapCharT® Exercise
  • Define Causal Factors
  • Intro to Root Cause Tree® & Software
  • Find Root Cause Example – Instructor Uses TapRooT® Software
  • Root Cause Tree® Exercise – Participants Use TapRooT® Software or Paper System
  • Generic Causes
  • Corrective Actions
  • Corrective Actions Exercise

Day Two

  • Proactive TapRooT®
  • Proactive TapRooT® Exercise
  • Presenting to Management
  • Frequently Asked Questions
  • Website and Blog
  • TapRooT® and Software Overview
  • Final Team Exercise: Draw a SnapCharT®
  • Find Causal Factors, Root Causes, Generic Causes & Develop Corrective Actions
  • Participants Present Analyses to Instructors and Class – Exercise Critique and Wrap Up

GUARANTEE for the 2-Day TapRooT® Incident Investigation and Root Cause Analysis Course: Attend this course, go back to work, and use what you have learned to analyze accidents, incidents, near-misses, equipment failures, operating issues, or quality problems. If you don’t find root causes that you previously would have overlooked and if you and your management don’t agree that the corrective actions that you recommend are much more effective, just return your course materials/software and we will refund the entire course fee.

5-Day TapRooT® Advanced Root Cause Analysis Team Leader Training

The 5-Day TapRooT® Advanced Root Cause Analysis Team Leader Training is for those who want to learn the essential and advanced TapRooT® Techniques and to use the TapRooT® Software (by using it in training).

Advanced TapRooT® Techniques include:

  • Cognitive Interviewing – an advanced interviewing technique that helps the interviewee recall more information.
  • Change Analysis – an information collection and analysis technique that compares successful performance to the incident or reliable equipment performance to unreliable equipment to discover problems.
  • Safeguards Analysis – a method to evaluate defenses, identify causal factors, and improve corrective action.
  • Critical Human Action Profile (CHAP) – an information collection method used to develop a detailed profile of a specific task involved in a human error caused incident.
  • Equifactor® Equipment Troubleshooting – expanded equipment troubleshooting tables from equipment reliability expert Heinz Bloch.

Advanced root cause analysis techniques drill deeper into the causes of human error and equipment failure. These techniques help investigators lead teams investigating difficult problems, and help them use TapRooT® proactively to stop accidents from happening.

Course Outline

Day One

  • Class Introductions and Background of TapRooT®
  • SnapCharT® Basics
  • SnapCharT® Exercise
  • Define Causal Factors
  • Intro to Root Cause Tree®
  • Root Cause Analysis Exercise 1 – Class Walkthrough
  • Root Cause Analysis Exercise 2 – Team Use of the Root Cause Tree®
  • Understanding Generic Causes
  • Developing Corrective Actions (Corrective Action Helper® and SMARTER)
  • Exercise: Generic Causes and Corrective Actions

Day Two

  • Software Tips
  • Safeguards Analysis & Exercise
  • Analyzing Training Problems
  • Collecting Information
  • Interviewing
  • Interviewing Exercise (Human Error/Environmental Issue)
  • Root Cause Analysis of Interviewing Exercise

Day Three

  • Human Engineering
  • CHAP & Exercise
  • Management System & Changing Behavior
  • Root Cause Analysis Exercise (Behavior Related Auto Accident)
  • Equifactor®
  • Presenting Results to Management
  • Change Analysis & Exercise
  • Putting It All Together
  • Work Direction
  • Aviation Pilot Error Root Cause Analysis Exercise

Day Four

  • Testing Your Human Factors Knowledge
  • Proactive Improvement & Exercise
  • TapRooT® Proactive Tools
  • Trending
  • Going from Reactive to Proactive
  • Operations Root Cause Analysis Exercise
  • Improving Procedures
  • Using TapRooT® at Your Workplace
  • Start Final Exercise – SnapCharT®

Day Five

  • Final Exercise – Safeguards Analysis
  • Final Exercise – Define Causal Factors
  • Final Exercise – Find Root Causes
  • Final Exercise – Generic Causes
  • Final Exercise – Develop Corrective Actions
  • Final Exercise – Presentations

GUARANTEE for the 5-Day TapRooT® Advanced Root Cause Analysis Team Leader Training: Attend this course, go back to work, and use what you have learned to analyze accidents, incidents, near-misses, equipment failures, operating issues, or quality problems. If you don’t find root causes that you previously would have overlooked and if you and your management don’t agree that the corrective actions that you recommend are much more effective, just return your course materials/software and we will refund the entire course fee.

3-Day TapRooT®/Equifactor® Equipment Troubleshooting & Root Cause Analysis Course

TapRooT® and Equifactor® Techniques are designed to help investigators troubleshoot equipment problems to get the information they need to find and fix the root causes of equipment related failures once and for all. These tools can be used by equipment troubleshooting experts, maintenance and equipment reliability specialists, or other investigators who don’t have an extensive understanding of equipment engineering.

In just three days, you will learn TapRooT® and Equifactor® essentials for finding the root cause of incidents, accidents, quality problems, near-misses, operational errors, equipment failures and other types of problems. The tools you will learn include:

  • SnapCharT® Training – a simple, visual technique for collecting and organizing information quickly and efficiently.
  • Root Cause Tree® – an easy-to-use resource to determine root causes.
  • Corrective Action Helper® – helps you develop corrective actions by seeing outside the box.
  • Safeguard Analysis – helps better define Causal Factors and develop effective corrective actions.
  • Change Analysis – helps spot and understand problems related to changes in the system, equipment, or people.
  • Equifactor® – troubleshooting tables and tools developed by Heinz Bloch.

Don’t end up “fixing” the same equipment problems over and over again. Don’t let equipment issues cause quality, operations, and safety issues. Find the real root causes of your equipment reliability issues and develop effective fixes that will keep them from happening again by using this systematic process.

Course Outline

Day One

  • Class Introductions and Background of TapRooT®
  • SnapCharT® Basics
  • SnapCharT® Exercise
  • Define Causal Factors
  • Intro to Root Cause Tree®
  • Root Cause Analysis Exercise 1 – Class Walkthrough
  • Root Cause Analysis Exercise 2 – Team Use of the Root Cause Tree®
  • Understanding Generic Causes
  • Developing Corrective Actions (Corrective Action Helper® and SMARTER)
  • Exercise: Generic Causes and Corrective Actions

Day Two

  • Proactive Use of TapRooT®
  • Exercise: Proactive TapRooT®
  • Safeguards & Safeguards Exercise
  • Presenting to Management
  • Using TapRooT® When You Get Back
  • Start Final Team Exercise (SnapCharT®)
  • Continue Final Team Exercise: Causal Factors, Root Causes, Generic Causes & Corrective Actions
  • Final Team Exercise: Present Findings
  • Critique and Wrap Up

Day Three

  • Troubleshooting Methodology
  • Equfactor® Overview
  • Equifactor® Troubleshooting Exercise
  • Custom Tables & Exercise
  • Process Troubleshooting
  • Failure Modes and Agents & Exercise
  • Evidence Gathering Plans & Exercise
  • Equipment Change Analysis & Exercise
  • Proactive Use of Equifactor®
  • Problem within a Problem Exercise
  • Final Team Exercise

GUARANTEE for the 3-Day TapRooT®/Equifactor® Equipment Troubleshooting & Root Cause Failure Analysis Course: Attend this course, go back to work, and use what you have learned to analyze accidents, incidents, near-misses, equipment failures, operating issues, or quality problems. If you don’t find root causes that you previously would have overlooked and if you and your management don’t agree that the corrective actions that you recommend are much more effective, just return your course materials/software and we will refund the entire course fee.

1-Day TapRooT®/Equifactor® Equipment Troubleshooting & Root Cause Failure Analysis Course

Find the root causes of equipment and machinery problems at industrial plants including utilities, petrochemical plants, manufacturing facilities, or refineries. Equipment failure analysis and reliability professionals, engineers, equipment reliability specialists, maintenance supervisors, mechanics, maintenance supervisors, and others who analyze equipment problems attend this course to find and fix their root causes.

This course focuses on equipment failure analysis and troubleshooting by combining the use of TapRooT® with Heinz Bloch’s troubleshooting techniques from his book, Machinery Failure Analysis and Troubleshooting. Also, learn to find and fix problems proactively before an accident or incident occurs and to analyze the safeguards that keep problems from happening or from getting worse once a single safeguard fails.

NOTE: You must first have attended a 2 or 5-Day TapRooT® course that was taught by a System Improvements instructor in order to attend this course.

Course Outline

Day One

  • Troubleshooting Methodology
  • Equfactor® Overview
  • Equifactor® Troubleshooting Exercise
  • Custom Tables & Exercise
  • Process Troubleshooting
  • Failure Modes and Agents & Exercise
  • Evidence Gathering Plans & Exercise
  • Equipment Change Analysis & Exercise
  • Proactive Use of Equifactor®
  • Problem within a Problem Exercise
  • Final Team Exercise

GUARANTEE for the 1-Day TapRooT®/Equifactor® Equipment Troubleshooting & Root Cause Failure Analysis Course: Attend this course and go back to work and use what you have learned to analyze equipment failures. If you don’t find root causes that you previously would have overlooked and if you and your management don’t agree that the corrective actions that you recommend are much more effective, just return your course materials/software and we will refund the entire course fee.

Special 2-Day Equifactor® Equipment Troubleshooting and Root Cause Analysis Course

Need root cause analysis and equipment troubleshooting training in a short amount of time? This course is designed to fit in the two days before the TapRooT® Summit.

TapRooT® and Equifactor® Techniques are designed for everyone from beginner to expert. In just three days, you will learn TapRooT® and Equifactor® essentials for finding the root cause of incidents, accidents, quality problems, near-misses, operational errors, hospital sentinel events, equipment failures and other types of problems including these techniques:

  • SnapCharT® Training – a simple, visual technique for collecting and organizing information quickly and efficiently.
  • Root Cause Tree® – an easy-to-use resource to determine root causes of problems.
  • Corrective Action Helper® – helps people develop corrective actions by seeing outside the box.
  • Equifactor® – equipment failure analysis and troubleshooting.

Find the real root causes and develop effective fixes that will keep problems from happening again using this systematic process.

Course Outline

Day One

  • Class Introductions and Background of TapRooT®
  • SnapCharT® Basics
  • SnapCharT® Exercise
  • Define Causal Factors
  • Intro to Root Cause Tree®
  • Root Cause Analysis Exercise 1 – Class Walkthrough
  • Root Cause Analysis Exercise 2 – Team Use of the Root Cause Tree®
  • Understanding Generic Causes
  • Developing Corrective Actions (Corrective Action Helper® and SMARTER)
  • Exercise: Generic Causes and Corrective Actions

Day Two

  • Troubleshooting Methodology
  • Equifactor® Overview
  • Equifactor® Troubleshooting Exercise
  • Custom Tables & Exercise
  • Process Troubleshooting
  • Failure Modes and Agents & Exercise
  • Evidence Gathering Plans & Exercise
  • Equipment Change Analysis & Exercise
  • Proactive Use of Equifactor®
  • Problem within a Problem Exercise
  • Final Team Exercise

GUARANTEE for 2-Day Equifactor® Equipment Troubleshooting and Root Cause Analysis Course: Attend this course, go back to work, and use what you have learned to analyze equipment failures. If you don’t find root causes that you previously would have overlooked and if you and your management don’t agree that the corrective actions that you recommend are much more effective, just return your course materials/software and we will refund the entire course fee.

2-Day Advanced TapRooT® Techniques Course

Practice makes perfect! Need to refresh your TapRooT® skills? Want to learn the latest techniques for identifying Causal Factors? Want more practice using the TapRooT® System? If you have already attended a 2, 3, or 5-Day TapRooT® Course and want more practice using the TapRooT® tools, then this course is for you! This course give participants a chance to practice new skills by analyzing real-world major accidents and one of their own completed investigations.

NOTE: Participants should bring one of their completed investigations for an analysis exercise.

Course Outline

Day One

  • Introductions
  • What’s New?
  • SnapCharT® Best Practices
  • Defining Causal Factors
  • Safeguards and Causal Factors
  • Advanced Causal Factor Identification
  • Causal Factor Exercises

Day Two

  • Root Cause Tree®
  • Generic Causes
  • Corrective Actions
  • Working with Contractors
  • Enforcement
  • Analysis of Previous Causal Factors
  • Causal Factor Exercises

GUARANTEE for the 2-Day Advanced TapRooT® Techniques Course: Attend this course, go back to work, and use the advanced techniques you have learned to analyze accidents, incidents, near-misses, or quality problems. If you don’t do a better job of identifying causal factors and if that doesn’t help you perform better root cause analysis, just return your course materials and we will refund the entire course fee.

2-Day Advanced Trending Techniques Course

Each failure tells a story. To hear the story you need to understand the language of failures, near-misses and trends. Trends are a major source of info alerting you to general problems. They help you:

  • Determine if corrective actions are working.
  • Avoid overreacting to the random variation inherent in any process.
  • Mathematically prove that someone’s idea of an adverse trend is not a trend.
  • Fully understand your plant’s performance.

Mark Paradies, (President of System Improvements and co-designer of the TapRooT® System), developed this course after seeing so many inappropriate examples of trending used to make major corporate and regulatory decisions. Learn how to:

  • Identify targets for improvement.
  • Measure performance.
  • Prove that performance is getting better.
  • Detect when things are really getting worse.
  • Stop reacting to false trends (random change).
Course Outline

Day One

  • Introduction and Exercise
  • Common Trending Problems
  • Purpose of Trending / Trending Basics
  • Pareto Charting Theory & Practice – Pareto Exercise
  • Process Behavior Charting
  • Counts Process Behavior Chart / Counts Chart Exercise
  • Charting Infrequently Ocurring Data
  • Interval Process Behavior Chart / Interval Chart Exercise
  • Rate Process Behavior Chart / Rate Chart Exercise
  • Trending Exercise

Day Two

  • Trending Jeopardy
  • Developing Measures
  • Proactive / Predictive Measures/Data
  • Improving Data Collection
  • Develop a Data Collection Plan
  • How to Find and Use Trends / Find targets for improvement / Trending over time / Presenting and Using Trends to Manage a Business
  • Develop a Trending Plan
  • Develop an Action Plan for your Return to Work and a Management Presentation
  • Sharing Action Plan Ideas

GUARANTEE for Advanced Trending Techniques Course: Attend this course, go back to work, and use what you have learned to identify targets for improvement. If you cannot do a better job trending by using the advanced trending techniques learned in this course, simply return your course materials and we will refund the entire course fee.

2-Day TapRooT® Analyzing and Fixing Safety Culture Issues Course

TapRooT® has always identified culture issues in accidents and incidents, but many users didn’t see the link or understand how to go about fixing cultural issues. Therefore, we developed this course that shows TapRooT® users how to find cultural issues and fix them using an advanced cultural survey from Human Synergistics International.

This course includes:

  • A clear definition of safety culture
  • An overview of various safety culture models
  • An organizational culture survey from Human Synergistics International designed to identify your current culture
  • Why it is good business to improve safety culture
  • The relationship between incidents and safety culture
  • The importance of strong safety leadership
  • What some organizations are doing to strengthen their safety culture
  • What “puzzle pieces” you need to put in place to improve your safety culture

GUARANTEE for 2-Day TapRooT® Analyzing and Fixing Safety Culture Issues Course: Attend this course, go back to work, and use the advanced techniques you have learned to analyze and fix safety culture problems. If you don’t find safety culture issues that you previously would have overlooked and if you and your management don’t agree that the corrective actions that you recommend are focused on fixing cultural issues and are more effective in addressing cultural issues, just return your course materials and we will refund the entire course fee.

2-Day Stopping Human Error Course

There are many limitations to using the “stop and think” before you act and “stay out of the line of fire” method by itself:

  • No matter how hard you try, you can’t see, hear, feel or smell what you are not capable of sensing.
  • Just because you think you recognize something based on experience, this doesn’t mean that’s what it is today.
  • If you assess a situation incorrectly, every decision and movement you make afterwards may be incorrect.
  • If you are not mentally or physically fit for duty today, you may not recognize that you are not fit until it is too late.

Not only can you help the employee by setting up systems to counter the above weaknesses but you can also train your employees and supervisors to recognize “fit for duty” issues for their peers and employees.

You’ll learn how to integrate the 5 senses into the observations and evaluations by using the Critical Human Action Profile method. Please bring a Human “Error”/Human Performance Issue that you would like to discuss in the final exercise.

Course Outline

Day One

  • Introductions
  • Human “Error” Models
  • Observable Behavior
  • Senses
  • Attention
  • Perception
  • Decision
  • Motor Control (Action)

Day Two

  • Attention to Fatigue
  • Accurate Communication
  • Ability, Core Skill, Competency
  • Encouraging Behavior Change
  • Critical Human Action Profile
  • Risk Analysis
  • Future Planning

GUARANTEE for 2-Day Stopping Human Error: Attend this course, go back to work, and use the techniques you have learned to stop human error. If you don’t find root causes of human error that you previously would have overlooked, and if you and your management don’t agree that the corrective actions that you recommend are much more effective, just return your course materials and we will refund the entire course fee.

2-Day Risk Management Best Practices

Australian risk management expert and TapRooT® Instructor Jim Whiting (member of the committee that wrote AS / NZS 4360:1999, that significantly contributed to the ultimate development of the international risk management standard ISO 31000 and now the USA Standard ANSI Z690:2011to) has enhanced the course for 2012.

Jim brings his risk management and root cause analysis experience and best practices from around the world (Australia/New Zealand, North America, Asia, Africa, and Europe) to this course. If you are interested in improving the efficiency of your improvement efforts by getting the most out of your use of risk management and root cause analysis techniques, then attend this course. This will be the only time this year that this course will be offered in the US.

Course Outline

Day One

  • Introduction
  • Overview of Risk Management
  • Purposes, Approaches, and Methods
  • Strengths and Limitations
  • RM: a new safety culture
  • US and International Standards incl. ANSI Z690:2011
  • How to establish or compare your RM System to conform/comply with ANSI 690
  • Risk Communication
  • Risk Identification incl. construction and use of Risk Maps (compared to SnapCharts®)
  • Exercise in Risk Mapping
  • Risk Analysis – 3 levels of Risk Analysis
  • Qualitative
  • Semi-Quantitative
  • How to make sure that the Matrix Method really works
  • Full Quantitative Risk Analysis (QRA)
  • Quantitative Logic Trees
  • Calculating Risk Semi-Quantitatively with R3 — the Risk Rating and Ranking Tool
  • Exercises in Risk Analysis
  • Summary of Class Topics

Day Two

  • Revision of Previous Topics
  • Risk Evaluation – risk tolerability criteria and frameworks at all levels
    • personal
    • social
    • corporate/industry
    • national/international
  • Demonstrating ALARP – As Low As Reasonably Practicable
  • Risk Treatment – contrast to Corrective Actions and Risk Controls
  • Hierarchy of Risk Controls – principles and applications
  • Risk Tolerability Treatment Options RTTO – principles and methods of choice
  • Exercises in Risk Evaluation and Treatment
  • Exercises with Attendees’ own examples
  • Successes and Traps in Setting up RM systems and processes to conform / comply with Z690
  • Summary of the Whole Course

GUARANTEE for 2-Day Risk Management Best Practices Course: Attend this course, go back to work, and apply the advanced risk management techniques you have learned. If you cannot prove that performance is getting better by using the techniques learned in this course, simply return your course materials and we will refund the entire course fee.

2-Day Fatigue Risk Management Training

Fatigue is one of the most under-identified causes of incidents and accidents. An effective Fatigue Risk Management System (FRMS) can help you drive down the costs and risks of employee fatigue in your operation.

At this seminar you will learn how to:

  • Design and implement a cost-effective Fatigue-Risk Management System
  • Assess the risks and costs of fatigue in your business
  • Determine safe staffing levels and optimal shift/duty patterns for your operation
  • Train employees and supervisors to mitigate fatigue risk
  • Improve employee health, safety, and quality of life
  • Utilize FRMS: The Accepted Best-Practice Solution – Fatigue Risk Management Systems (FRMS) are now the international standard for mitigating risk in shift work and 24/7 operations.

CIRCADIAN presents the most comprehensive and up-to-date seminar available on implementing a Fatigue Risk Management System.

GUARANTEE for 2-Day Fatigue Risk Management Training: Attend this course, go back to work, and use what you have learned to develop and implement a Fatigue Risk Management System. If you don’t drive down the costs and risks of employee fatigue in your operation, just return your course materials/software and we will refund the entire course fee.

2-Day TapRooT® Evidence Collection Course

TapRooT® is designed to help your investigators find unbiased, evidence-based root causes. Therefore, a TapRooT® investigation is only as good as the data that is collected for analysis. The TapRooT® Evidence Collection Course gives your investigators additional tools and experience in gathering the information needed for their analyses. During this course, attendees will discuss advanced evidence collection techniques, including:

  • Initial incident response
  • Investigation team coordination
  • Photography techniques
  • 14-step cognitive interviewing method
  • Control of blood-borne pathogens
  • Sketching techniques

This advanced Evidence Collection Course will give your senior investigators additional skills to conduct professional, in-depth investigations by developing their evidence-gathering skills.

GUARANTEE for 2-Day TapRooT® Evidence Collection Course: Attend this course, go back to work, and use what you have learned to collect information as part of a TapRooT® Investigation. If you don’t find information that you previously would have overlooked, develop better investigation documentation, and improve your SnapCharT® documentation, just return your course materials/software and we will refund the entire course fee.

2-Day TapRooT® Quality/Six Sigma/Lean Advanced Root Cause Analysis Training

What do you do when process variation and non-valued activity are part of, or in some cases are even created by, your current Quality Improvement System? This course was created to increase the efficiency of your activities by combining the strengths of Six Sigma and Lean and the TapRooT® Process.

See how you can improve your quality system with a “zero quality” perspective that minimizes the impact of “error” and allows the organization to recover quickly without significant impact to your customer.

Course Outline

Day One

  • Introductions and your quality issue of the day
  • The Quality Guru’s Principles that influence our everyday actions
  • When to perform a Common Cause and Special Cause Root Cause Analysis
  • Root Cause Analysis Effectiveness Survey and Exercise
  • Introduction to the TapRooT® 7 Step Process and its relationship to your current quality tools
  • SnapCharT® (what happened at the task level or process level)
  • Exercise: Draw a SnapCharT®
  • Defining Causal Factors (people, equipment or process behaviors; types of waste and non-valued activities)
  • Causal Factor Exercise
  • Using the Root Cause Tree® to understand the Causal Factor behaviors
  • Find Root & Generic (System/Process) Causes

Day Two

  • Developing Effective Process Fixes
  • SMARTER, Corrective Action Helper® & Pugh Matrix Exercise
  • When being reactive is not good enough
  • How do you assess what to target proactively
  • How do you design Mistake Proofing into your processes (Removing the Risk or implementing Passive or Active Safeguards)
  • Presenting your Business Case in a Management Presentation
  • Tips for Implementing TapRooT® into your existing Quality System
  • Exercise: Putting it all together in a final Root Cause Analysis performed on your own Defect/Process Failure

GUARANTEE for 2-Day TapRooT® Quality/Six Sigma/Lean Advanced Root Cause Analysis Training: Attend this course, go back to work, and use what you have learned to combine strengths of Six Sigma, Lean, and the TapRooT®. If you don’t find root causes of quality issues that you previously would have overlooked and if you and your management don’t agree that the corrective/preventive actions that you recommend are much more effective, just return your course materials and we will refund the entire course fee.

2-Day Getting the Most from Your TapRooT® Software Course

To get the most from your TapRooT® Enterprise Software you need an administrator who understands all the built in features. They need to know how to:

  • Install the software for best performance.
  • Set-up custom fields and lists.
  • Link the software to other databases.
  • Answer users’ common questions.
  • Explain the basics of using the software.

Dan Verlinde, Director of Information Technology and Software Development, and Matt Irving, Software Development Project Manager, will teach an intensive review of the TapRooT® Version 5 Web Software system administration. Topics include:

  • Installation
  • Configuration
  • data migration (from Version 4)
  • best practices
  • future releases

System Administrators and TapRooT® Super Users will learn all the capabilities built into this amazing software. Don’t get just 10-20% from your software investment. Learn the full power of your TapRooT® Software!

Please bring your laptop to this course (with wireless capabilities).

Course Outline

Day One

  • Review of the TapRooT® Process
  • Software Interface and Basic Functionality
    • Documents and Data Separation
    • Security and Login
    • Left Menu Structure
  • Creating and Managing an Investigation
    • Recording Incident Data
    • Locations and Classifications
    • Team Members (Security)
    • Custom Details Fields
  • TapRooT®Techniques
    • SnapCharT®
    • Causal Factors
    • Root Cause Tree®
    • Corrective Action and Corrective Action Helper®
    • Corrective Action Status
    • Optional Techniques
  • Retrieving Data
    • Search Function
    • Investigation/Audit Reports
    • Macro Reports
    • Using Single User Software
  • Software Trivia

Day Two

  • Introduction
    • Course Outline and Objectives
  • Business Analysis
    • General Challenges of Software Implementation
    • Bridging The IT/Business Knowledge Gap
    • Use Case: Definition
    • The TapRooT® Use Case
    • Software Investigation
  • From Installation to Implementation
  • Procuring Hardware
  • Basic System Requirements
  • Installing the Software
  • Installation Vs. Implementation
  • Lessons Learned From Dvorak
  • How To Generate Momentum
  • Developing an Implementation Strategy
  • Exercise One
  • Administrative Tools
    • User/Group Authorizations
      • Node Level Security for Groups and Individuals
      • Email Notification Subscription
      • Exercise Two
    • User Import Tools
      • Exercise Three
    • List Hierarchies
      • Locations
      • Classifications
      • Equipment
      • Departments
      • Numbering Scheme
      • Exercise Four
    • Hierarchy Import Tools
      • Exercise Five
    • Custom Details Fields
      • Exercise Six
    • Email Setup
      • SMTP
      • Notifications
    • Optional Techniques
      • Equifactor® Equipment Troubleshooting List
      • Change Analysis
      • Performance Factor Groups (CHAP)
    • Final Exercise: Configuring Your Company
    • Available System Improvements Consultation Time
    • Open Forum/Questions/Comments

GUARANTEE for 2-Day Getting the Most from Your TapRooT® Software Course: Attend this course and use the knowledge you’ve gained to better administer and use the TapRooT® Software. If you don’t do a better job setting up the software, configuring/initializing the various lists, using/customizing the software’s reports, and answering users’ questions, and you don’t agree that this will save much more than the course fee, just return the books/course materials and we will refund your entire course fee.

3-Day Train-the-Trainer Course

How does one become certified to teach TapRooT® to their employees?

Here is our process …

1.  Company or Site gets a License to use 2-Day TapRooT® Training Materials.

2.  Prospective Instructor (the one who wants to become a Certified TapRooT® Instructor) attends 5-Day TapRooT® Advanced Root Cause Analysis Team Leader Training. (This helps the prospective instructor learn the system and become an expert in using it.)

3.  Prospective Instructor should use TapRooT® to analyze incidents.

4.  Prospective Instructor schedules Train-the-Trainer Course (calls contact at SI – 865-539-2139).

5.  Prospective Instructor studies 2-Day course instructor notes (part of the license package that they receive when they license the 2-Day TapRooT® Training Materials).

6.  System Improvements ships the materials to be used in the 2-Day course.

7.  On the day before the 2-day course that they will be teaching, one of System Improvements’ instructors will arrive to work with the Prospective Instructor. The Prospective Instructor will dry run the sections of the course that they plan to teach over the next two days (they will teach approximately 50% of the course). The System Improvements TapRooT® Instructor will provide them feedback on their teaching and tips to improve the delivery of the material.

8.  The Prospective Instructor and the System Improvements TapRooT® Instructor will work to together to teach the 2-Day course. The Prospective Instructor teach about 50% of the course (or 2/3 of the course if two instructors are certifying). The System Improvements Instructor provides the Prospective Instructor with feedback at the end of each day to improve their delivery of the materials.

9.  At the end of the 1-day prep and 2-day course, the Prospective Instructor becomes a Certified TapRooT® Instructor. They will receive a Certified TapRooT® Instructor Plaque after the course.

10.  To maintain their certification, the Certified TapRooT® Instructor must attend advanced TapRooT® Training prior to the TapRooT® Summit and the TapRooT® Summit at least once every two years.

Best Practices for Reducing Serious Injuries and Fatalities Using TapRooT®

Why are the major, steady declines in minor and recordable injuries not seen to the same extent in major accident (fatality) statistics? Mark Paradies has new insight into the phenomenon and has used it to develop systematic methods to stop major accidents by using TapRooT® both reactively and proactively. The course highlights three major sources of major accidents: industrial hazards, process safety, and driving safety. This course will give you new ideas to revolutionize your fatality/major accident  prevention programs and start you down the road to eliminating major accidents.

Prerequisite: Prior 2, 3, or 5-Day TapRooT® Root Cause Analysis Training.

GUARANTEE for Best Practices for Reducing Serious Injuries and Fatalities Using TapRooT®:  Attend this course, go back to work, and use what you have learned to reduce serious injuries and fatalities using TapRooT®.  If you don’t find root causes that you previously would have overlooked and if you and your management don’t agree that the corrective actions that you recommend are much more effective, just return your course materials and we will refund the entire course fee.

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Our Acrylates Area Oxidation Reactor was experiencing frequent unplanned shutdowns (trips) that…

Rohm & Haas

TapRooT® is a key part of our safety improvement program that has helped us stop injuries and save lives.

Canyon Fuel Company

We initially started using TapRooT® in 2002 in order to improve the quality…

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