Calgary Safety Consultants

Incident Reporting and Investigation Training (5 Hours)

About this Course


Incident Reporting and Investigation Training

This course builds practical, system-focused capability in incident reporting and investigation so that organizations stop treating reports as paperwork and start using them as “prevention intelligence” that restores control, reduces repeat exposures, and strengthens the OH&S Management System.

Learners move from basic definitions and reporting fundamentals into evidence-based investigation practices, root cause analysis, and corrective action design, then finish with measurement and integration methods that turn individual incident stories into sustained improvement across policies, planning, operational controls, training, and leadership practices.

What the course covers

  • How to define incidents, near misses, and loss in a way that supports early detection of weakening controls and improves learning at low cost.

  • How to apply loss causation thinking so investigations identify immediate causes, root causes, and lack-of-control (management system) weaknesses, rather than stopping at visible symptoms.

  • How to conduct investigations at a scope proportional to risk, using appropriate team roles, disciplined evidence collection, and strong data integrity to protect credibility and prevent bias.

  • How to perform root cause analysis and translate findings into corrective and preventive actions that are assigned, tracked, and verified for effectiveness, because “completed” actions are not the same as restored control.

  • How to measure performance using trend analysis, KPIs, and leading versus lagging indicators, then convert patterns by task, location, equipment, and time into clear management decisions tied to risk and business impact.

  • How to integrate incident findings back into the OH&S Management System through document control, communication, and leadership oversight so improvements become the new normal and remain auditable over time.

Who this course is for

This training is designed for supervisors, managers, safety advisors, worker representatives, and anyone who may be involved in reporting, investigating, approving corrective actions, or reviewing incident trends for prevention decisions.

Outcomes for learners

By the end of the course, learners can explain and apply a system-based approach where incident reporting supports both internal management control and external compliance, investigations produce actionable findings at the correct level of cause, and corrective actions are verified and embedded into the organization’s safety systems rather than filed and forgotten.

Benefits

KEY BENEFITS

Taking this Online Course provides several direct benefits for both individuals and organizations looking to enhance workplace safety and compliance:

1. Convenience and Flexibility

  • This course is fully online and self-paced, enabling participants to learn at their convenience without disrupting work schedules.
  • Available 24/7, it accommodates all time zones and personal commitments, making it ideal for busy professionals or shift workers.

2. Cost-Effective Training

  • The course eliminates travel and instructor costs, providing an affordable solution for individuals and businesses alike.
  • Digital delivery means no extra expenses for printed materials, offering all resources in one accessible package.

3. Engaging and Interactive Content

  • This course features interactive modules, quizzes, and multimedia content to keep learners engaged.
  • Clear examples and visual aids help participants grasp concepts quickly and retain the knowledge effectively.

4. Immediate Certification

  • Upon completion, participants can download a valid certificate instantly.

5. Regulatory Compliance

  • This course aligns with all Canadian OH&S standards, ensuring compliance with current workplace safety regulations across Canada.
  • Completing this training helps organizations meet legal requirements for educating employees about hazardous materials.

6. Practical Application

  • The course includes real-world scenarios and tips that help participants understand how to safely handle, store, and dispose of hazardous materials in their specific workplace context.

7. Employer Benefits

  • Employers can easily track employee progress through provided reporting tools, ensuring all workers complete the training.
  • Offering this course as part of employee onboarding can reduce workplace incidents and improve overall safety culture.

This particular course is an excellent choice for anyone needing quick, reliable, and effective training to understand hazardous materials and contribute to a safer workplace.

 

Pre-Requisites

PRE-REQUISITES

There are no pre-requisites for this online training. 

Modules

COURSE STRUCTURE

Please, watch the above video, if you have not done so yet, for an introduction to your online course with Calgary Safety Consultants. 

We appreciate your commitment to creating a safer, more respectful workplace for all. Let’s get started.

MODULE ONE – FOUNDATIONS OF INCIDENT REPORTING

The video in this section is a quick explanation to your online course, which will summarize the layout of Modules, Lessons, and Quizzes. You only need to watch this video once during the course. 

Module One, Foundations of Incident Reporting, establishes the system-thinking and shared language learners need before they move into reporting and investigation practice, because effective reporting is not paperwork but an early-warning control that helps leadership detect loss of control and strengthen prevention before harm occurs. In this module, learners work through the management shift that reframes incidents as predictable and preventable, clarify key terms such as incident, accident, near miss, and loss, and learn to separate what is visible at the jobsite level (unsafe acts and unsafe conditions) from what typically drives recurrence upstream (lack of control in standards, training, supervision, maintenance, and competing priorities). The module also introduces the incident triangle and the Loss Causation Chain, including the “threshold” concept that explains why near misses and serious injuries can share the same causes, which means near-miss reporting becomes a high-value learning tool at low cost when organizations act on the information. 

MODULE TWO – INCIDENT RESPONSE AND DATA GATHERING

The video in this section is a quick explanation to your online course, which will summarize the layout of Modules, Lessons, and Quizzes. You only need to watch this video once during the course. 

Module Two builds the operational backbone of effective incident management by teaching learners how to respond immediately, stabilize risk, and gather high-quality facts and evidence so the organization can restore control and prevent recurrence. Across the module, learners move from defining the purpose and proportional scope of investigations, to organizing the right investigation team, to collecting and protecting credible evidence (physical, documentary, human, and environmental) with disciplined documentation and data integrity, and then to analyzing that information using structured root cause methods that drive system fixes rather than worker blame. The module repeatedly reinforces that near misses are early warnings with the same underlying cause structure as serious losses, which means investigating them well is one of the fastest and least costly ways to prevent escalation. By the end, learners can set an appropriate investigation level based on actual and potential severity, avoid common investigation biases, establish a defensible sequence of events, evaluate control performance, and produce findings that translate into corrective actions that strengthen procedures, training, supervision, maintenance, and management-system governance.
MODULE THREE – DEVELOPING CORRECTIVE AND PREVENTIVE ACTIONS

The video in this section is a quick explanation to your online course, which will summarize the layout of Modules, Lessons, and Quizzes. You only need to watch this video once during the course. 

This module is where investigations become prevention, because the quality of your corrective and preventive actions (CAPAs) determines whether the organization actually regains control or simply documents loss and repeats it later. Students learn to translate evidence and cause analysis into actions that are specific, prioritized, and verifiable, while avoiding the common failure mode of “remind and retrain” responses that look busy but do not change conditions.
MODULE FOUR – PERFORMANCE MEASUREMENT AND CONTINUOUS IMPROVEMENT

The video in this section is a quick explanation to your online course, which will summarize the layout of Modules, Lessons, and Quizzes. You only need to watch this video once during the course. 

This module is where incident reporting and investigations become measurable management control, because the module trains learners to stop treating events as isolated stories and instead use structured data to identify patterns, diagnose weak controls, and drive prioritized system improvement. Across the module, learners build the practical skills needed to define meaningful KPIs, distinguish leading indicators that predict control strength from lagging indicators that confirm past outcomes, and apply simple but defensible methods for tracking frequency, severity, and risk so issues can be ranked and resourced based on evidence rather than opinion. The module emphasizes trend analysis by cause, location, task or equipment, and time, because those lenses reveal where lack-of-control themes repeat and where prevention effort will have the highest payoff, and it also teaches how to present data in a visual, focused, business-relevant way so leadership acts. By the end of Module Four, learners can use dashboards, CAPA registers, and recurring management reviews to verify whether corrective actions are reducing recurrence, embed lessons learned into the safety management system, and sustain continuous improvement through ongoing measurement, feedback, and accountability.

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