5 items to gather before Investigating things that go wrong?

Follow  up to assist new member, who may want to raise a post to wells problems that may arise or has been experienced. Please consider the 5 items to gather and the example attached prior to raising your post. Appreciated. 

Further though comments, learning to share, all further comments welcomed. 

Want to know how to then start gathering the events evidence without assigning blame? We can follow up in a further post if interest is shown. 

Gather the five (5) items.

The standard starting point to commence working towards both active and latent cause analysis failings within an investigation Is to first and foremost gather the following 5 items, i.e. before posting on this forum.


1.    Simple Statement.

2.    Simple (hand drawn) Schematic.

3.    (hand drawn) Relationships

4.    Short Summary sequence of events and

5.    Oddities (these always exist)

(Please refer to accident case study example file as attached)


5 items guideline notes.

1.      Accident / Incident near miss Statement

Construct one or two paragraphs. Intent is to be brief, to the point. Should be written by one person to summarize ESSENTIALS so that evidence freezing can begin immediately.


Hint: The accident / incident descript statement should read like a paragraph in the initial event statement developed.

1.    Who (did this happen tool)?

2.    What (was the actual / potential consequence)?

3.    Where (did this happen)?

4.    When (did this happen)?

2.      Schematic

Make a hand drawn schematic of the system(s)s, equipment, or components involved. – Not an engineering drawing pulled from the files. ‘HAND DRAWN’ showing the sequence of the state of things at the time of the accidents, incident event.   

o   What is known?

o   What is unknown?

o   Know what is unknown?


Hint: Take time to understand the schematic before moving on to begin any evidence gathering process, that later follows. Insert labels such that a reader can understand the reminder of the 5 item’s document. Make sure all items referred to in the other portions of the document are included. KEEP IT SIMPLE!

3.      Relationships

Make another HAND-DRAWN schematic, this time showing the relationships of the system, equipment or component parts involved in the accident / incidence event to the rest of the facilities.

4.      Summary Sequence

Make a summary of the sequence of event leading up to the accident / incident event. Written by ONE person (with approximately 5 bullet items).

Hint; Not intended to be a detailed sequence, i.e. only 5-8 bullet points

5.      List of oddities.


List what was odd about this event.



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Posted by

Peter Aird

Peter Aird

Drilling Specialist/Well Engineer/Training Consultant

Kingdom Drilling

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