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

Repeat equipment issues? Investigations keep finding that human errors drive most equipment failures and you don’t know what to do about it?  Firing people isn’t an option: we can’t find anyone to replace them. Blame never fixes problems anyways. If you want to remove the real root causes of equipment failure and build true reliability into your systems, this is the right course for you!

This course is for accident investigators, maintenance teams, operators, quality specialists, and managers who need to get operations back up and running yesterday AND prevent it from happening again. We focus on the techniques needed to investigate low-to-medium risk incidents and precursor incidents. Our 5-step investigation process emphasizes TapRooT® makes investigations efficient yet effective. Training focuses on

  • Understanding what happened and troubleshooting using tools like Equifactor®
  • Identifying and analyzing Causal Factors using the Root Cause Tree® and Root Cause Tree® Dictionary and
  • Developing effective fixes using the Corrective Action Helper® Guide.

Equifactor® Techniques are based on the work of the late equipment reliability expert Heinz Bloch, and the TapRooT® Root Cause Analysis system was developed by Mark Paradies, founder of system improvements.

Course Outline

Day 1

  • Introduction
  • Equifactor® Troubleshooting Tables
  • Collecting Information
  • Change Analysis
  • Process Troubleshooting
  • Proactive Improvement
  • Failure Modes and Failure Agents
  • Example: Troubleshooting a Seawater Pump

Day 2

  • Class Introductions and TapRooT® Introduction
  • TapRooT® System Overview – What you will be learning
  • SnapCharT® Basics – Gathering Information
  • SnapCharT® Exercise – Practice
  • Causal Factors – Identifying the Error
  • Root Cause Tree® – Eliminating Blame
  • Root Cause Tree® Exercise – On Your Own
  • Corrective Actions – Developing Fixes

Day 3

  • Software Overview – Practicing the Techniques
  • Generic Causes – Optional Technique
  • Causal Factors – Additional Practice
  • Reporting – Management Presentation
  • Frequently Asked Questions
  • Final Exercise – Putting it all together

Course materials we provide:

  1. TapRooT® Essential Techniques Book (Book 2 of the TapRooT® series)
  2. Laminated TapRooT® Root Cause Tree®
  3. TapRooT® Root Cause Tree® Dictionary
  4. Corrective Action Helper® Guide
  5. Equifactor® Troubleshooting Tools (Book 5 of the TapRooT® series)
  6. Student Workbook

Attendees should bring an incident from their facility for a team exercise. These may be either written reports or familiar knowledge of an incident with no written report. We divide into teams of 2-4 people and have each team analyze a different problem during the course.

Upon completion, attendees receive a certificate and a 90-day subscription to the TapRooT® Personal Software, our dynamic online software that guides you through the TapRooT® process with ease and efficiency.

Course Guarantee for Equifactor® Equipment Troubleshooting & TapRooT® Root Cause Analysis

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.