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

Do you need to efficiently and effectively find the root causes of equipment failures to end your unplanned outage YESTERDAY?

Is your equipment reliability program basically a fire department?

Does an economic downturn mean that only best-in-class performers survive?

Imagine the downtime prevented and money saved by using true first-time fixes and NOT having repeat equipment failures. If this sounds interesting (and worthwhile), then Equifactor® Equipment Troubleshooting & TapRooT® Root Cause Analysis is for you.

Equifactor® techniques are based on the work of noted equipment reliability expert Heinz Bloch, and capture how Best-in-Class Performing organizations think differently about their equipment and systems.

In two days, you will learn

  • How to use Equifactor®to troubleshoot equipment failures,
  • Maintenance and operational best practices
  • Holistic, proactive system reliability techniques to ELIMINATE the reasons equipment fails

The tools you will learn include:

  • Equifactor® Troubleshooting Tables – a systematic guide to troubleshooting common equipment problems.  Don’t guess – prove!
  • Evidence collection – don’t lose the data! Develop a troubleshooting plan to capture all failure symptoms.
  • Failure modes / failure agents – there are only four ways a physical component can fail. Don’t FRETT, build the equipment failure narrative (hint, it’s never just a single point failure)
  • Process Troubleshooting ­­– with Equifactor®, component and machine problems are just the basics.  Objectively analyze production system and process failures!
  • Proactive Improvement – true solutions are always proactive even if they’re motivated by a failure.  If you truly fix a problem, failures don’t recur!
  • Statistical troubleshooting and trending – “There is nothing new under the sun.” What are the most common mechanical seal problems worldwide? Should we even consider vendor problems from the start? Develop a TS plan by the lowest hanging fruit first.
  • General Cause Analysis – Do these root causes exist on other machines here? How about at other plants in my state? On the other side of the globe?
  • Big picture problems – aging fleet pitfalls: deferred maintenance and life-extensions with no succession/upgrade plans.

Equifactor® is for technicians, equipment reliability specialists, maintenance managers, and non-equipment expert investigators. Develop best-in-class performance by asking best-in-class questions.

Course Outline


  • Introduction
  • Equifactor® Troubleshooting Tables
  • Collecting Information
  • Troubleshooting Plans
  • Change Analysis
  • Failure Modes and Failure Agents
  • Process Troubleshooting and Developing Tables
  • Proactive Improvement


  • General Cause Analysis
  • Statistical troubleshooting
  • Example: Troubleshooting a Seawater Pump
  • Final project
  • Root Cause Analysis and Human Performance Issues with TapRooT®

The course materials include the book, Using Equifactor® Troubleshooting Tools and TapRooT® Root Cause Analysis to Improve Equipment Reliability, a TapRooT® Root Cause Tree®, the Root Cause Tree® Dictionary, and the Corrective Action Helper® Guide, a $129 value. The book includes a complete set of Heinz Bloch’s troubleshooting tables.

Upon course completion, attendees receive a certificate and a 90-day subscription to TapRooT® VI Software, our dynamic cloud-based software that computerizes Equifactor® and TapRooT® Techniques.

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.