Root Cause Analysis for Incident Investigation Course (Level 2)

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  • Certified by CPD
  • Audio voiceover
  • Approximate duration 4 hours
  • Downloadable certificate on completion

This Root Cause Analysis for Incident Investigation online training provides a structured approach to incident investigation, from gathering and organising the information, through a detailed analysis of the issues and evidence, to the production of the formal report. The training follows a proven Root Cause Analysis (RCA) methodology tailored to investigating patient incidents in hospitals, care homes and care services.

The CPD Certification Service has certified this training course.

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Other Root Cause Analysis Courses

We also offer Root Cause Analysis for Incident Investigation course (Level 1).

Please note: Root Cause Analysis for Incident Investigation Level 2 training covers all the material in Level 1.

RCA Example Certificate

When do I get my Root Cause Analysis certificate?

When you have successfully passed the course you will be able to download and print your certificate straight away.

Your certificate will include the CPD Certification Service logo. Therefore you can use it to provide evidence for compliance.

Example Screens from the Root Cause Analysis course

(Click on the example screens below to view)

Root Cause Analysis L2 Screenshot 1Root Cause Analysis L2 Screenshot 2Root Cause Analysis L2 Screenshot 3

What does the Root Cause Analysis course cover?

The course contains the following 17 topics:

1 – What is Root Cause Analysis?

2 – Step 1: Write a Timetable

The first topic explains why you need a timetable and how to produce one. You will learn about why information gathering is more important than information analysis.

3 – Step 2: Neutralise the Incident

The second topic explains why it is important that you have a neutral statement about the incident. You will learn how to reword a statement to remove all subjective terms.

4 – Step 3a: Scoping – Introduction

The third topic describes the purpose of scoping and outlines three scoping activities.

5 – Step 3b: Scoping – The 5 Hypotheses

This topic describes the activity called ‘5 hypotheses’. You will learn how to produce 5 hypotheses about the incident.

6 – Step 3c: Scoping – 4 Ps (Paper, People, Parts, Place)

This topic is about the 4 Ps of Root Cause Analysis. You will learn about how the 5 hypotheses of the previous topic generate the 4 Ps.

7 – Step 3d: Scoping – Index the Information

This topic describes how to index and organise the information identified in the 4 Ps activity. You will learn how to ensure cooperation with information requests. You will also learn how to know when to move on to the next step in your investigation.

8 – Step 4: Produce a Simple Timeline

This topic explains how to identify relevant events and sequence them in a simple timeline.

9 – Step 5: Produce a Tabular Timeline

This topic describes how to create a tabular timeline, You will learn how to populate this timeline with events, dates and times. You will also learn how to deal with missing information.

10 – Step 6: Conduct Interviews

This topic explains how to select people for interview. You will learn about an appropriate questioning strategy. The topic also explains how to interview witnesses without alienating them.

11 – Step 7: Identifying Good Practice

This topic is about how and why to add instances of good practice to the tabular timeline.

12 – Step 8: Identifying Care Delivery Problems

This topic explains how to add care delivery problems to the tabular timeline. You will learn how to write about these problems precisely. The topic also explains why you should avoid using a patient’s presentation as a CDP.

13 – Step 9: Prioritise Care Delivery Problems

In this topic you will learn how to prioritise CDPs using the Nominal Group Technique.

14 – Step 10: Wagon-Wheel Analysis

In this topic you will learn about how and why to carry out a Wagon-Wheel analysis.

15 – Step 10: Wagon-Wheel Analysis – Identifying Root Causes

In this topic you will learn how to evaluate each contributory factor in the Wagon-Wheel analysis to determine whether or not it is a root cause.

16 – Step 11: Produce the Incident Investigation Report

This topic explains how to produce the Incident Investigation Report that is fit for purpose.

17 – Step 12: Debrief and Follow-up

The final topic explains why you need to give staff feedback and what should be included in the feedback.


Once you have completed all of the topics, you will be allowed to take the assessment. The course generates an assessment from question banks so that the questions change each time a candidate takes the assessment. This makes the training suitable for initial and refresher training.

There is no limit on the number of attempts at the assessment. In addition, the course gives useful feedback so candidates can learn from incorrect responses.

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