March 12, 2026 | Barb Carr

Why Investigators Should Love Deviations

deviations

In most investigations, the word “deviation” triggers concern. Someone deviated from the work plan, and it led to an incident. The reaction to the concern is often predictable: fix the deviation. But we need to look at deviations as information. Deviations are extremely valuable signals.

What Deviations Tell Us

Deviations tell us that something about our work system influenced the workers’ behavior. Real work doesn’t happen in perfect alignment with policies and procedures because conditions change. For example, equipment behaves differently than expected, and workers adapt to get the job done.

That is exactly the information you need. Instead of viewing the deviation as the end of the investigation, treat it as the beginning of deeper questions.

Deviations Help Reveal Safeguard Weaknesses

Every work system relies on safeguards. Some safeguards are physical barriers or engineering controls. Others include training, procedures, and supervision. When a deviation occurs, it often shows us that a safeguard did not function as intended.

  • The procedure was not available at the job site.
  • The environmental conditions made the procedure impractical.
  • Competing priorities encouraged a different approach.

Understanding the conditions the worker was working under helps us strengthen safeguards rather than deciding that expectations were not met.

deviations

A Different Way to Look at Deviations

When you see deviations as failures, the investigation ends. When you see them as signals, the investigation begins to uncover how the system actually works in real life. The shift in perspective will turn your opinion of deviations into valuable learning opportunities. Instead of asking the worker why he deviated from the work plan, look for weaknesses in the work system that allowed or encouraged the deviation.

Learning how to investigate deviations takes practice and structured methods.

Where Investigators Learn to Use Deviations Effectively

The 5-Day TapRooT® Advanced Root Cause Analysis Team Leader Training helps investigators strengthen the skills needed to analyze events more deeply. Participants learn the TapRooT® 12-Step Interview Process, improve evidence collection skills, and gain hands-on experience using the TapRooT® Root Cause Tree®.

The course also explores how TapRooT® Root Cause Analysis can be used proactively to identify and strengthen safeguards before incidents occur.

When investigators learn to view deviations as signals instead of conclusions, investigations produce stronger insights and more effective improvements.

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Investigations
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