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Incident Investigation & Root Cause Analysis

Structured investigations, proven RCA methods and an action on every root cause.

Run each investigation in one workspace: form the committee, build the timeline, record interviews and evidence, and apply 5 Whys, Fishbone, Barrier analysis, BowTie, SCAT, change analysis or human-factors methods. Findings are typed, root causes are confirmed by authorised people, and a completeness check shows what is still needed before submission.

Capability map

16 capabilities
  • Capability6
  • Workflow2
  • AI3
  • Integration2
  • Governance3
7 workflow stagesAI-assisted

Overview

Why Incident Investigation & Root Cause Analysis matters

The challenge

Investigations vary in depth from one investigator to the next, and root causes are often recorded without evidence or without an action to address them. Lessons are lost because findings sit in documents nobody can search.

How Green Codes Pro helps

The organization sets which methods are required or recommended for each kind of incident and who must sit on the committee. Green Codes Pro then guides the team through the evidence, timeline and methods, links the permit, JSA and equipment in use, and will not let the investigation be submitted until the agreed depth is reached.

How it works

From first entry to closure

The 7 stages a record moves through, from the first entry to a verified close.

  1. 01

    Stage 1

    Form committee

  2. 02

    Stage 2

    Collect evidence

  3. 03

    Stage 3

    Build timeline

  4. 04

    Stage 4

    Apply RCA methods

  5. 05

    Stage 5

    Confirm root causes

  6. 06

    Stage 6

    Raise actions

  7. 07

    Stage 7

    Approve

Capabilities

What you can do

16 documented capabilities, each verified against the product.

16 capabilities

  • Workflow

    Investigation workspace

    One page per investigation with tabs for the team, evidence, timeline, interviews, methods, findings and actions.

  • Capability

    Multiple RCA methods

    Apply 5 Whys, Fishbone, Barrier analysis, BowTie, SCAT, change analysis, human factors, a structured method or the organization's own custom method — several on one investigation.

  • Governance

    Method rules by incident

    Rules decide which methods are required, recommended or optional for an incident — for example barrier analysis for high-potential events — and removing a required method needs a recorded reason.

  • Governance

    Investigation committee rules

    Form the committee with a lead investigator, specialists, representatives and outside members; the organization's rules by incident level say who must sit on it, and seats can be filled automatically.

  • Capability

    Shared timeline with confidence levels

    Build the sequence of events once and use it in every method, marking each step as reported, corroborated or verified and flagging the key event.

  • Capability

    Interviews and evidence

    Record interviews with platform users or outside people, attach files and keep all evidence with the investigation.

  • Capability

    Typed findings and root causes

    Record findings as facts, immediate causes, contributing, human, task, environmental or organizational factors, failed or missing barriers, root causes, recommendations and lessons learned; confirming a root cause is a separate permission.

  • Capability

    Immediate and underlying causes

    Choose immediate and underlying causes from the organization's cause families, with deeper families asked for on a full investigation.

  • Governance

    Completeness check before submission

    A completeness panel measures the investigation against the organization's requirements — evidence, timeline, methods, confirmed root causes, actions on every root cause, lessons — and lists what still blocks submission.

AI-assisted

Intelligence built in

Where AI is configured, an investigation assistant lists what is recorded and what is missing and offers possible contributing factors and questions, clearly labelled as hypotheses. At completion AI can suggest preventive actions that an investigator raises as draft actions or dismisses with a reason, and can draft a learning pack for review. The official root cause remains a person's decision.

AI suggestions support qualified people — they never replace professional review, and every decision stays with your team.

AI across the platform →
  • AI investigation assistant

    Where AI is configured, the assistant lists gaps in what is recorded and offers possible contributing factors and questions to ask, labelled as hypotheses.

  • AI preventive action suggestions

    When switched on by the organization, AI proposes preventive actions from the recorded facts and causes; an investigator raises each as a draft action or dismisses it with a reason.

  • AI learning pack draft

    Where AI is configured, draft lessons learned, a safety alert, a toolbox talk and a short quiz from an investigation for a person to review; nothing is published automatically.

Business advantages

What changes for your organization

  • Consistent investigation depth set by policy, not by individual habit.

  • Every confirmed root cause is tied to a corrective or preventive action.

  • Planned controls from the permit and JSA are compared with what was found on the day.

  • Competence and training of the people involved are read as they stood on the incident date.

  • A no-blame human-factors approach focuses on conditions, not individuals.

Who benefits

  • HSE directors
  • Compliance managers
  • Project directors
  • Operations directors

Incident Investigation & Root Cause Analysis

Frequently asked questions

All frequently asked questions →

Incident Investigation & Root Cause Analysis

See it working with your own processes

Book a live demo with a product specialist, or request a quotation tailored to your users, projects and sites.