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By the end of this tutorial, you will have opened an investigation from a safety report, assigned an investigator, documented findings with root cause analysis, and recommended Corrective and Preventive Actions (CPAs).
Who should do this tutorial? Safety Managers and investigators who are responsible for analyzing safety reports. You will need Safety Manager or Admin permissions to create and manage investigations.

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Before you start

Make sure you have:
  • An active PlaneConnection account with Safety Manager or Admin role
  • At least one submitted safety report in your workspace (see Submit Your First Safety Report if you need to create one)
  • Familiarity with the SMS module navigation (see the Quickstart)

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Running the investigation

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Next steps

Conduct Your First Risk Assessment

Perform a formal risk assessment to evaluate hazards identified during investigation.

What is Just Culture?

Understand the non-punitive reporting philosophy that underpins effective investigation.
Last modified on April 11, 2026