Root Cause Analysis for Production Failures
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Root Cause Analysis for Production Failures - PE-RCA-PEA27
| Code | Date | Time | Duration | Location | Currency | Early Bird Fee Per Person |
|---|---|---|---|---|---|---|
| PE-RCA-PEA27 | 29 Mar - 02 Apr 2027 | 10 AM CST | 4 Hours Per Day |
Online |
USD |
3000 |
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Root Cause Analysis for Production Failures
Description
Repeat failures are expensive and common: the same pump failing every few months, the same compressor tripping on the same fault, the same well problem returning after each workover. They persist because investigations stop at the immediate cause, which is usually a component, and never reach the reasons that component keeps failing.
This course covers structured root cause analysis applied to production equipment and operations. It starts with investigation method, triggers, team composition and evidence preservation, then covers failure data collection including equipment inspection, operating data, maintenance history and interviews. It then covers the main analysis techniques and when each suits, followed by equipment failure analysis for the main production equipment types, and human and organisational factors, which underlie a large share of failures. The course closes with corrective action design, implementation, effectiveness tracking and running a root cause analysis programme that produces measurable reliability improvement.
A failure investigation that concludes with a component failure has not finished. The bearing failed, but why did it fail? Because it was misaligned. Why was it misaligned? Because alignment was not checked after the last overhaul. Why not? Because the procedure does not require it. The procedure is the root cause, and changing it is the only action that stops the failure recurring.
Evidence discipline is what makes this possible. Failed components get cleaned, scrapped or sent for repair before anyone looks at them; operating data before the failure gets overwritten; witnesses reconstruct events from memory days later. Preserving evidence and collecting it promptly is often the difference between a real investigation and an opinion.
Human and organisational factors are the most commonly avoided territory. Failures traced to operator error usually reveal a procedure that was unclear, a workload that made the error likely or a control that was missing. Investigations that stop at human error prevent nothing, because the next person in the same situation will do the same thing. This course covers that ground directly.
By the end of this training, participants will be able to:
- Apply a structured investigation method to production failures.
- Define investigation triggers, scope and team composition.
- Preserve and collect evidence, including failed equipment and operating data.
- Conduct effective interviews without leading witnesses.
- Apply five whys, fault tree and causal factor charting techniques.
- Analyse equipment failures across the main production equipment types.
- Identify human and organisational factors underlying failures.
- Distinguish immediate causes, contributing factors and root causes.
- Design corrective actions that address root causes.
- Track corrective action effectiveness and run a reliability improvement programme.
Organisations sending participants to this training will:
- Stop repeat failures rather than repeatedly repairing them.
- Improve equipment reliability and reduce deferment.
- Build investigation capability beyond a few individuals.
- Produce corrective actions that actually prevent recurrence.
- Create a reliability improvement programme driven by failure data.
Participants will:
- Be able to lead a structured failure investigation.
- Be able to collect and preserve evidence properly.
- Be able to apply the main analysis techniques appropriately.
- Be able to identify organisational causes without blaming individuals.
- Be able to design and track effective corrective actions.
- Production and operations engineers
- Maintenance and reliability engineers
- Artificial lift and well equipment engineers
- Operations supervisors
- HSE and quality staff
- Technical staff responsible for equipment performance
Module 1: Why Failures Repeat
- Immediate causes, contributing factors and root causes
- Why investigations stop too early
- Cost of repeat failures
- Building the case for proper investigation
Module 2: Investigation Method
- Investigation triggers and thresholds
- Scope, team and timeline
- Roles and independence
- Investigation planning
- Reporting requirements
Module 3: Evidence Collection
- Preserving failed equipment
- Photographing and documenting the scene
- Operating and process data capture
- Maintenance and operating records
- Chain of custody and sample handling
Module 4: Interviews
- Interview planning and setting
- Open questioning technique
- Avoiding leading and blame
- Reconciling conflicting accounts
- Recording and validating information
Module 5: Analysis Techniques
- Five whys and its limits
- Fault tree analysis
- Causal factor charting and timelines
- Change analysis
- Selecting a technique for the failure type
Module 6: Equipment Failure Analysis
- Rotating equipment failure modes
- Artificial lift equipment failures
- Valves, instruments and control failures
- Static equipment and piping failures
- Dismantle inspection practice
- Using laboratory analysis
Module 7: Human and Organisational Factors
- Error types and their causes
- Procedures, training and competence
- Workload, fatigue and shift factors
- Supervision and communication
- Organisational and management system causes
- Avoiding blame while identifying causes
Module 8: Corrective Actions
- Designing actions that address root causes
- Hierarchy of controls
- Practicality, cost and ownership
- Avoiding actions that add procedure without effect
- Approval and implementation
Module 9: Tracking and Programme Management
- Action tracking to closure
- Measuring effectiveness after implementation
- Failure databases and trend analysis
- Sharing learning across the organisation
- Reliability improvement programme structure
- Performance measurement
Upon successful completion of this training course, delegates will be awarded an official Certificate of Completion issued by the Petroleum Engineers Association (PEA), an ISO 9001:2015 certified training organization. The certificate carries 10 Credits and formally records the total learning hours completed.
Each certificate is signed by the Course Facilitator and the CEO of the Petroleum Engineers Association, and serves as verifiable proof of professional training that delegates can present to employers and professional bodies worldwide.
Frequently Asked Questions
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PEA reserves the right to make reasonable adjustments to course content, trainers, or schedules where necessary, without entitling delegates to a refund. Comprehensive details of each course — including objectives, target audience, and content — are clearly outlined before enrolment, and it is the responsibility of the delegate to ensure the course's suitability prior to booking.
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