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Root Cause Analysis to Improve Asset Reliability


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Learn to use the license-fee-free SOURCE™ root cause analysis (RCA) methodology as a powerful tool for your asset management and equipment reliability program for investigating ongoing asset incidents and chronic failures. This methodology is a critical step in the execution of an effective Reliability Based Maintenance (RBM) program to drive continuous improvement throughout your maintenance organization. The SOURCE RCA methodology will provide you with a formalized process to: initiate a root cause analysis, gather data for investigating asset incidents, collect data through interviews and parts analyses, apply powerful techniques for causal factor and root cause identification. Reduce future asset incidents as well as 'near misses' by developing appropriate recommendations using our four-level recommendation development guidance to address each of the causal factors and root causes, structure reports for optimum effectiveness, develop your data-trending process to identify systemic problem areas, and more. Understand how to leverage Data Sources to enhance the RCA process. You'll walk away with your course notebook, a copy of our Root Cause Analysis Handbook, our Excel and Visio templates and access to our online resources for you and your entire organization - no licensing fees to pay.

Root Cause Analysis and Incident Investigation


Who Should Attend this course?

Asset Management Professionals, Reliability Managers, Reliability Engineers, Maintenance Managers, Maintenance Supervisors, Production Engineers, QA/QC professionals,  Internal Auditors, and other professionals looking to expand their ability to successfully execute analysis of asset functional failures and incidents related to safety, health, reliability, environmental, and quality impacts.

what will i learn in this course?
  • Learn how to reduce latent issues leading to chronic and recurring asset functional failures

  • Learn how to identify root causes (not just causal factors) using proven techniques

  • Learn how to investigate serious and complex incidents

  • Learn the importance of near-miss investigations, proactive maintenance approaches, and data trending

  • Come away from the course with: step-by-step guides for causal factor charting, timelines, and cause and effect trees; access to ABS Group's extensive online resources; complete solutions to example problems; the SOURCE Investigator's Toolkit™ to help you gather and organize your data; a Root Cause Map™ for your company to use; a 300-page Root Cause Analysis Handbook that includes details on using the Root Cause Map; and a FREE Excel® template for documenting causal factor charts and cause and effect trees

  • 1.9 CEUs, 1.9 COCs, 3.17 CMs, ABIH approval #10-230

DURATION: 3 days


Dates & Locations

View our current schedule of virtual or on-site courses at



Day 1: 8:00 a.m. to 5:00 p.m.
  • Introduction and Basics
  • Workshop: Identifying causal factors and root causes
  • Analyzing asset data from available asset management systems
  • Workshop: Timeline
Day 2: 8:00 a.m. to 5:00 p.m.
  • Analyzing asset data (cause and effect tree analysis)
  • Workshop: Using cause and effect tree analysis
  • Determining root causes
  • Workshop: Identifying root causes using the Root Cause Map technique
  • Developing conclusions and recommendations
Day 3: 8:00 a.m. to 5:00 p.m.
  • Workshop: Developing recommendations
  • Completing the investigation
  • Initiating the investigation
  • Gathering people, physical, paper, and position data
  • Overview of results trending
  • Selecting problems for analysis
  • Overview of developing and implementing an incident investigation program
  • Workshop: Simulated incident investigation
  • Certification examination (optional)


Mr. Lee Vanden Heuvel - Manager of Incident Investigation/Root Cause Analysis Services and Senior Risk/Reliability Engineer, ABS Group

Mr. James Rooney - Director of Training Services - Safety, Risk & Compliance, ABS Group

Mr. Mark Wolfgram – Senior Manager, Reliability Services, ABS Group

Mr. Chris Armitage – Principal Reliability Engineer, ABS Group

Related Links

  • Our Asset Performance Optimization experts offer a full suite of asset management services including asset management master plan development, asset criticality assessments, PM optimization, FMEA analysis, What If Analysis, planning and scheduling support, reliability engineering staff augmentation, best practice work management business process definition, and CMMS system implementation and integration.

    We can help you by performing a comprehensive on-site assessment and gap analysis of your current asset management program to ensure you gain the maximum benefit from your SOURCE RCA training.

  • Incident Investigation and Root Cause Analysis
  • We can teach this course at your office. Request onsite training.
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