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News Article
Lab fault sees hundreds fast-tracked for unnecessary cancer tests
Patient Safety Learning posted a news article in News
More than 1,300 patients were referred for urgent bowel cancer investigations they may not have needed after a calibration error at a shared NHS pathology service. South West London Pathology identified a processing error affecting fecal immunochemical test (FIT) results, meaning results were five times higher than they should have been between 27 December 2025 and 4 March 2026. Of the 17,000 FITs processed during that period, 4,223 returned incorrect results. A total of 1,326 patients were subsequently placed on the two-week wait urgent cancer referral pathway and may have undergone a colonoscopy or CT colonoscopy, which they did not need. The error occurred after a unit conversion process – used to translate results into the format used by UK GPs – stopped being applied for a period of time. HSJ understands this was due to human error rather than a technical fault. 16 NHS trusts and one integrated care board spanning London and Surrey had patients referred, with 281 GP practices having registered patients impacted by the incident. Read full story (paywalled) Source: HSJ, 2 June 2026- Posted
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News Article
USA: Florida surgeon indicted after removing liver instead of spleen
Patient Safety Learning posted a news article in News
A surgeon in Florida has been indicted for manslaughter after he wrongly removed a patient’s liver instead of his spleen during an August 2024 procedure. Thomas Shaknovsky, 44, was indicted by a grand jury in Tallahassee on Monday after prosecutors said he botched the surgery of 70-year-old William Bryan, of Muscle Shoals, Alabama. The jury of the first judicial circuit heard that Shaknovsky, of DeFuniak Springs, 120 miles (193km) west of Tallahassee, had been scheduled to perform an operation called a laparoscopic splenectomy on the patient, but instead cut out the man’s liver. The consequence was “catastrophic blood loss and the patient’s death on the operating table”, according to a press release from Michael Adkinson, the Walton county sheriff. Thomas Shaknovsky was indicted on Monday in Tallahassee after prosecutors said he botched the surgery of 70-year-old William Bryan. Photograph: Walton county sheriff’s office Shaknovsky was taken into custody in Miramar Beach, Florida, on Monday morning and taken to the Walton county jail ahead of a scheduled first court appearance on Tuesday, the sheriff said. Court filings, and an emergency order of license suspension by the Florida department of health less than a month after Bryan’s death, detailed how Shaknovsky allegedly insisted that he press on with the operation at Ascension Sacred Heart Emerald Coast in Miramar Beach even after it was obvious he had made a mistake. “Dr Shaknovsky removed an organ he believed to be the spleen, but due to his shock and the chaos, he was unable to properly identify the organ,” prosecutors said. Read full story Source: The Guardian, 14 April 2026 -
News Article
Nurse did not escalate baby concerns, panel hears
Patient Safety Learning posted a news article in News
A children's nurse has been struck off from practising after the regulator found serious care failings. Elzabeth Lennon, a children's nurse working in Northampton, was reviewed by a Nursing and Midwifery Council (NMC) Fitness to Practise Committee over care provided in March 2022. The panel previously found she failed to carry out regular checks of a cannula location, did not properly respond to repeated infusion pump alarms, and did not escalate concerns for "Baby A", a vulnerable baby when required. "Mrs Lennon's actions breached fundamental tenets of the profession, pose an ongoing risk to patient safety and would be deemed concerning by the members of the public," the panel said. The panel said Lennon had "addressed how she would handle a similar situation differently in the future", and accepted her statement that, although she made mistakes, she believed she was acting in Baby A's best interests. However, the NMC panel found she had not shown a full understanding of the seriousness of her misconduct or its impact on colleagues and the nursing profession. Because of this, the panel said there was an "ongoing risk of repetition", and so "a finding of impairment is necessary on the grounds of public protection". Read full story Source: BBC News, 14 April 2026- Posted
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Content Article
Recognising unsafe surgeons—looking for early warning signs
Aditi Desai posted an article in Surgery
When repeated harm occurs in healthcare, public debate often centres on identifying an individual responsible. Although accountability is essential, patient safety may be better served by asking another question first: Were there earlier signals that something was going wrong? This blog reflects the perspective of Aditi Desai, a surgeon with nearly three decades of clinical experience and an interest in patient safety systems, surgical quality monitoring and organisational learning. Recent high‑profile cases, such as the case of surgeon Yasser Jabbar at Great Ormond Street Hospital,[1] have prompted difficult reflection across the profession about how systems detect repeated patient harm. These situations understandably lead to questions about individual responsibility, but they also highlight the importance of recognising warning signals earlier. After nearly three decades in surgical practice, I have seen how outcomes can fluctuate. A surgeon may perform many procedures safely, then experience several complications in close succession. Some of this represents natural variation. But sometimes patterns emerge that should prompt earlier concern. Modern healthcare systems collect large amounts of clinical data, yet we rarely use it systematically to detect deteriorating performance early.[2] Risk‑adjusted monitoring of outcomes over time, combined with supportive mentoring and fair accountability, could help organisations intervene sooner, protecting both patients and clinicians. Improving patient safety requires moving beyond a simple choice between blaming individuals or fixing systems. Safer care depends on recognising both the human realities of clinical practice and the need for strong organisational oversight. Recognising the early warning signs of unsafe surgical practice Having practised surgery for more than 28 years, I have learned that clinical outcomes are rarely perfectly predictable. A surgeon may perform a hundred operations without complication. Then, within a short period, several adverse outcomes may occur—like unexpected bleeding, infection or an unintended injury during surgery. When this happens, patients suffer first and most. For clinicians, complications also carry a heavy emotional weight. Many doctors recognise the sleepless nights and intense self‑reflection that follow when a patient is harmed. In recent years, public discussions around cases of repeated patient harm have raised difficult questions about how healthcare systems detect unsafe practice. The case of Yasser Jabbar at Great Ormond Street Hospital, widely reported in the UK, has prompted reflection not only about accountability but also about whether earlier signals of unsafe care might have been detectable. The instinctive response is often to ask: “Who is the rogue clinician?” But from a patient safety perspective, an equally important question may be: “Where was the signal that care was becoming unsafe?” Distinguishing variation from unsafe care All clinical practice carries risk. Even highly skilled surgeons experience complications. Medicine is complex, and outcomes vary according to patient condition, procedural difficulty and chance. The real challenge is distinguishing between: Expected complication rates and natural variation, and Patterns that may indicate deteriorating performance or unsafe practice. This distinction is rarely straightforward. It requires careful interpretation of clinical outcomes and trends over time. The human side of surgical practice Medicine often expects clinicians to perform at a consistently high level throughout long careers. Yet surgeons, like everyone else, experience illness, fatigue, personal stress and periods of reduced resilience. Most clinicians continue working through these pressures because the culture of medicine places great value on strength, reliability and professionalism. Recognising this human reality does not diminish professional responsibility. Instead, it highlights the importance of systems that can identify when a clinician may be struggling and offer support or review before patient harm accumulates. The missing safety infrastructure Healthcare organisations collect vast amounts of data about procedures and outcomes. Yet in many systems, we still lack robust mechanisms that can: Risk‑adjust outcomes for patient complexity. Monitor outcome trends over time. Identify negative outliers early. Trigger timely peer review or mentoring. Such systems are not primarily about punishment. Their purpose is to protect patients while supporting clinicians to maintain safe practice. Moving beyond 'individual versus system' Patient safety discussions often frame harm as either the fault of an individual clinician or the result of system failure. In reality, safety depends on both. Strong systems should be able to detect emerging risks early, while still ensuring fair accountability when unsafe practice becomes clear. This approach aligns with the principles of a just culture, where organisations seek to understand and respond to risks rather than relying solely on retrospective blame.[3] A role for data, mentorship and oversight In other high‑performance fields, such as aviation and elite sport, continuous monitoring and coaching are routine. Medicine has traditionally been slower to adopt this approach. Yet supportive oversight and mentoring could help clinicians identify and address problems earlier in their careers or during periods of difficulty. Clinicians may benefit from ongoing coaching and feedback, not only during training but throughout their professional lives.[4] Surgeon and writer Atul Gawande, the WHO checklist pioneer, highlighted this idea in his TED Talk “Want to get great at something? Get a coach”, where he describes how even experienced surgeons can improve performance and safety through structured coaching and peer observation.[5] Looking forward Cases where repeated harm occurs inevitably raise questions about accountability. Where clear incompetence or unsafe practice exists, fair accountability is essential. But patient safety improves most when healthcare systems are able to recognise warning signs early, before serious harm accumulates. By combining risk‑adjusted data, supportive oversight and a culture of learning, healthcare organisations can better protect patients while supporting clinicians to maintain safe practice. Ultimately, safer care depends not only on responding to failure, but on building systems capable of recognising risk sooner. References Triggle N. Great Ormond Street doctor who botched surgery harmed nearly 100 children. BBC News, 29 January 2026. Royal College of Surgeons of England. Surgical outcomes data and transparency. Outcomes FAQ. NHS England. Being fair tool: supporting staff following a patient safety incident. 9 May 2025. Pradarelli JC, Yule S, Panda N, et al. Optimising the implementation of surgical coaching through feedback from practicing surgeons. JAMA Surgery, 2021; 56;(1): 42-49. doi:10.1001/jamasurg.2020.4581. Gawande A. Want to get great at something? Get a coach. TED Talk, April 2017.- Posted
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Content Article
A hypothetical proposal for a national incident reporting system in the United States. Drawing on lessons from aviation safety history and patient safety literature, a detailed plan is progressively built (initially centred in psychiatry), covering aspects that make an incident reporting system effective. Incident reporting systems have faced many implementation problems. This article shows that by exploring fields adjacent to medicine and much further afield, solutions to long-standing problems can be found. It proposes potentially novel ideas, yet to have been tried in incident reporting both in the United States and in the UK.- Posted
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Content Article
A litany of medical mistakes (3 June 2025)
Alex Mendelsohn posted an article in By patients and public
An article about the many mistakes that were made by healthcare staff after a patient's adverse reaction to an antidepressant. This article emphasises that mistakes in healthcare are not only still prevalent, but some can only be picked up through the patient's experience. Most of the healthcare professionals in the story never realised they made a mistake. These mistakes cultivated a loss of trust between patient and healthcare professional, among other negative consequences. The story highlights the importance of the patient perspective in patient safety.- Posted
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Content Article
The surprising history of patient safety reporting systems
Alex Mendelsohn posted an article in Organisational
This article chronicles the development of patient safety incident reporting systems. From the first implementation by nurses in the 1930s to learn from medication errors, to the accidental revolution in anaesthesiology, and the explosion of reporting systems at the turn of the millennium. The predominant narrative is that patient safety incident reporting was 'imported' from the aviation industry (and other similar high-risk industries) in the last 25 years. While there is little doubt that other industries have had a major influence on current patient safety incident reporting systems, the narrative ignores the previous 70 years of incident reporting development from within medicine. The history is important because incident reporting has the potential to be seen as an alien concept to healthcare professionals, when, actually, medicine has historically been independently tied to these systems. The article emphasises that healthcare practitioners have long seen the value of such systems—and how they are a key part of a learning culture and patient safety.- Posted
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Content Article
Double-checking of medication administration is a safety practice used in hospitals around the world. Independence is recommended as the key to effectiveness. Independent double-checking (IDC) requires each nurse to separately check the five rights (eg, right drug, dose). There is no empirical evidence that IDC is more effective in error detection than a single-nurse check. The aim of this study was to compare the effectiveness of IDC versus single-checking in detecting medication errors during administration, assess the time required and explore factors influencing performance, including nurse experience and social dynamics. It found that IDC improved error detection for experienced nurses, but not for early career nurses. Given its inconsistent benefits, resource demands and susceptibility to social loafing (defined as reduced individual performance when working in pairs), IDC may be unsuitable as a universal safety strategy. Strengthening single-checking competence and supporting clinical judgement may offer a more effective, scalable approach to improving medication safety.- Posted
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Event
untilMedLed, in partnership with Midlands Air Ambulance Charity, is hosting a Human Factors & Patient Safety for Clinical Leaders course this June and spaces are now open to the wider healthcare sector. Human Factors & Patient Safety for Clinical Leaders is a 2-day face-to-face course built with pre-hospital care as its foundation: the high-stakes, time-pressured, operationally complex environment where Human Factors challenges are most visible. But the principles apply across all of healthcare, and we now have spaces available for clinical and non-clinical professionals beyond the pre-hospital community. What's covered? How human capabilities and limitations influence leadership, management, and the quality of care. Systems thinking and models of safety, moving beyond individual blame and the flawed concept of human error. Why practice doesn't always make perfect and how to recognise error-provoking conditions. The relationship between stress, physiological needs, and performance. Strategies for leading high-performing teams, including ad hoc teams under pressure. How to create an environment of psychological safety for your team. Register- Posted
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Event
True Cut: Making sense of mistakes
Patient Safety Learning posted an event in Community Calendar
Making mistakes is an inescapable part of being a surgeon, yet research shows that many surgeons feel ill-prepared for this reality and struggle with the deep personal impact that errors can have. Feelings of isolation and lack of support are common, and even conversations with colleagues can sometimes intensify rather than relieve distress. Despite the centrality of this issue to our profession, it is rarely discussed openly. Many surgeons suffer in silence—leading to burnout, dropout, or reliance on unhelpful coping strategies. The True Cut workshop offers a safe and supportive space for honest reflection and practical learning. It explores how we can build better coping strategies in ourselves and our colleagues, how we can respond compassionately to patients and families, and how we can support one another in the aftermath of an error. The workshop is designed to be equally relevant for experienced surgeons and those in training. Target audience: Surgeons at all levels and Trainees Learning style: The day centres on selected excerpts from True Cut, a verbatim play created from interviews with surgeons, their colleagues, and patients. Each scene serves as a starting point for facilitated small-group discussions, held in a safe, supportive, and confidential setting. Scientific evidence is woven together with stimulating perspectives from the arts, encouraging thoughtful engagement and deeper reflection. Aims & objectives: To examine the ever-present possibility of mistakes in surgery, enabling participants to better understand and navigate their impact. Learning outcomes Participants will: better understand the universal nature of mistakes in human activity appreciate the deep and lasting impact of mistakes in surgical practice share and normalise the immediate and late effects on theatre staff - empathise with different perspectives - prepare themselves and others for the aftermath of mistakes support each other to grow and thrive in practice despite and even because of mistakes explore how we should respond to patients and families encourage a more open culture within their own practice, fostering dialogue and candour in their own unit - make links to online and in person resources The course covers the following areas of the Surgical Curriculum: GPC 1 : Values and behaviours GPC 2 : Communication and interpersonal skills. Dealing with complexity and uncertainty GPC 5 : Teamworking GPC 6 : Patient safety Register- Posted
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Content Article
Wrong-site surgery (WSS) is defined as a “surgical or other invasive procedure performed on the wrong side, site, or patient, or an incorrect procedure performed on the patient.” This avoidable medical error continues to be significant problem in hospitals and ambulatory surgical facilities (ASFs). Expanding on previous WSS research, the authors of this study took a novel approach and reviewed and analysed 644 WSS events reported in Pennsylvania from 2015 to 2024 and identified combinations of clinically related variables, such as type of facility, hospital procedure location, error type, clinician specialty, region of the body, and specific procedure. Most of these WSS events occurred in hospitals rather than ASFs, distributed across operating rooms, interventional radiology, and other procedural locations. The most frequently involved specialties were interventional radiology, pain management and orthopaedics. This study represents one of the largest samples of WSS events examined in a single study. The authors have visualised their deep-dive analysis in 16 figures, tables, and supplemental appendices to help stakeholders comprehend the many combinations of variables contributing to WSS, identify these factors in their own facility, and design interventions to improve patient safety.- Posted
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Content Article
When safety does not sell (HSJ, 16 February 2026)
Patient Safety Learning posted an article in Medication
In the past month, three things happened that should not be read separately. Imperial College published its latest Global State of Patient Safety report, a coroner issued another report into the preventable death of a child following a medication error, and The Guardian reported that, despite 24 years of warnings, medical negligence in England continues at scale, costing billions and harming thousands of patients each year. Together, they expose an uncomfortable truth: we have become very good at talking about safety, but far less good at changing the conditions that allow predictable harm to persist.- Posted
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This narrative review aimed to explore the impact of checklists and error reporting systems on hospital patient safety and medical errors. A systematic search of academic databases from 2013 to 2023 was conducted, and peer-reviewed studies meeting inclusion criteria were assessed for methodological rigor. The review highlights evidence supporting the efficacy of checklists in reducing medication errors, surgical complications, and other adverse events. Error reporting systems foster transparency, encouraging professionals to report incidents and identify systemic vulnerabilities. Checklists and error reporting systems are interconnected. Interprofessional collaboration is emphasized in checklist implementation. In this review, limitations arise due to the different methodologies used in the articles and potential publication bias. In addition, language restrictions may exclude valuable non-English research. While positive impacts are evident, success depends on organizational culture and resources. This review contributes to patient safety knowledge by examining the relevant literature, emphasizing the importance of interventions, and calling for further research into their effectiveness across diverse healthcare and cultural settings. Understanding these dynamics is crucial for healthcare providers to optimise patient safety outcomes.- Posted
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Medical errors are major hazards, and lapses in non-technical skills such as situational awareness contribute to most incidents. Risks are concentrated in acute care, and in crisis situations clinicians can apparently ignore vital information. Poor workplace ergonomics contributes to risk. Existing work into perceptual errors offers insights, but these phenomena have been little researched in medicine. This thesis considers medical non-technical skills and how they are taught, and explores vulnerability to inattentional and change blindness.- Posted
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Content Article
Attentional focus narrows as individuals concentrate on tasks. Missing an event that would otherwise appear obvious is termed a perceptual error. These forms of perceptual failure are well-recognised in psychological literature, but little attention has been paid to them in medicine. Cognitive workload and expertise modulate risk, although how these factors interplay in practice is unclear. This video-based experiment was designed to explore the hypothesis that perceptual errors affect clinicians. 142 volunteers with varying levels of experience of adult resuscitation were shown a short video depicting a simulated cardiac arrest. This video included a series of change-events designed to elicit perceptual errors. The experiment was conducted on-line, with participants watching the video and then responding via combinations of open-ended free-text and directed questioning. 141 people experienced at least a single perceptual error. Even the most clinically significant event (disconnection of the patient's oxygen supply) was missed by three in four viewers. Although expertise was associated with increased likelihood of detecting an occurrence, even highly significant events were missed by up to two thirds of the most experienced observers. This study demonstrates that perceptual errors occur during healthcare-relevant scenarios at significant levels. Events such as an oxygen malfunction would meaningfully affect patient outcome and, although expertise conferred some advantages, events were still missed more often than not. Data acquisition is fundamental to good-quality situational awareness. These results suggest perceptual error may be a contributor to adverse events in practice.- Posted
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The nature of adverse events in dentistry (October 2024)
Patient-Safety-Learning posted an article in Dentist
Learning from clinical data on the subject of safety in dentistry is still in its early stages and current evidence does not provide epidemiological estimates on adverse events (AEs) associated with dental care. The aim of this dental practice study was to quantify and describe the nature and severity of harm experienced in association with dental care, and to assess for disparities in the prevalence of AEs.- Posted
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Community Post
A loophole in resilience
Clive Flashman posted a topic in Improving systems of care
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I was just listening to a podcast interview between Dr Rangan Chatterjee and Matthew McConaughey (In the series 'Feel better, live more'). Matthew M. mentioned that he came from a highly resilient family. If someone fell over, his mother would tell them to get right back up straight away and carry on. He added that he thought that while this resilience was generally a good thing, there should be (what he called) a 'loophole' in it so that there was time to learn why they have fallen over to begin with. Was there a crack in the pavement that needed to be avoided? That way, it wouldn't happen again in the future. This made me think about whether there really was a conflict between resilience in organisations and the need to learn from failure. What do you think??- Posted
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Strategy - NHS Culture Change.pdf- Posted
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Errors in patient identification have implications for patient care and safety, payment, as well as data sharing and interoperability. Different patient identification techniques ranging from unique patient identifiers and algorithms to hybrid models have been implemented worldwide. However, no current patient identification techniques have resulted in a 100% match rate. This study by Riplinger et al. identified some of the challenges associated with improper patient identification. The literature review showed six common patient identification techniques implemented worldwide ranging from unique patient identifiers, algorithmic approaches, referential matching software, biometrics, radio frequency identification device (RFID) systems, and hybrid models. The review revealed three themes associated with unresolved patient identification: 1) treatment, care delivery, and patient safety errors, 2) cost and resource considerations, and 3) data sharing and interoperability challenges.- Posted
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Medication error may occur for a variety of reasons. One of the most common sources of medication error is related to look-alike and sound-alike (LASA) drugs as well as the often-similar appearances of the vials. LASA medications are typically thought of as medications that are similar in physical appearance related to packaging as well as medications whose names are similar in spelling or in the phonetic pronunciation. Tricia A. Meyer looks at cases of LASA drugs and prevention techniques. She concludes that healthcare professionals, safety groups, and professional organisations should continue to work with manufacturers, regulators, and naming entities to explore opportunities to minimise the LASA risks for drugs that are either new to the market or in the pre-marketing stage. Further information on the hub Take a look at our Error traps gallery on the hub- Posted
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Designing in risk: Measuring safety part 3
NMacLeod posted an article in Improving patient safety
The relationship between management and the workforce, in very simplistic terms, can be considered one of reward in return for effort. The contracted effort is communicated through a roster. In organisations that have a continuous operation, blocks of effort are distributed to maintain the flow of output. The organisation of effort, then, is a legitimate function of management. Norman's previous blog looked at performance variability under normal conditions. In this blog, Norman looks at the impact of physiological states and how management’s organisation of effort degrades decision-making. Fatigue The chart below shows pilot fatigue measured using the Samn-Perelli Scale (S-PS).[1] The S-PS has 7 intervals and a score of 4 indicates the onset of fatigue. The data shows how fatigue increases across the first and second sectors of the day, but, also, that fatigue is significantly higher during night-time operations. A study[2] of urology surgeons using the S-PS, reported that fatigue, as measured pre- and post-operation, increased by 67.95% across the four procedures undertaken in the day. Another study[3] looking at 29 ICU doctors found that the median S-PS score at the start of a day shift was 3 and 4 at the end; however, at the start of a night shift the median was 3 and at the end it was 5. Pilots with less than 6 hours of sleep before a duty started the day with an S-PS score of 4. In a risk assessment of night flights to Queenstown Airport, New Zealand, it was suggested that pilots with an S-PS of 4 or greater should be prohibited from flying.[4] Fatigue affects error rates. The Line Operations Safety Audit (LOSA)[5] shows that crew that slept for 6 hours or less before a duty committed more errors. In a study[6] of crew flying night cargo operations, crew acclimatised to the local day but flying during their local night had an error rate of 13.18/sector. However, crews who were flying at night in a different time zone but operating on their home daytime body clock had an error rate of 5.4 errors/sector. It is well-understood that performance is degraded during the 'window of circadian low' – that phase of the circadian cycle when humans are supposed to be sleeping – but in my previous blog, I made the point that raw error rates are not necessarily the issue, rather it was how errors shape the operation. Fatigue and decision-making The table below shows error outcomes across consecutive flights. An ‘additional risk’ is where, in dealing with the initial error, the crew either committed a subsequent error or the consequence was a ‘Undesired Aircraft State’ (UAS). It is common to see improved performance on the second sector as crew build familiarity but there is a sharp fall-off in performance on the third sector, including a significant increase in the number of mistakes made by crew. Mistakes in this context are errors of decision-making. In short, fatigue affects judgement. We see the same in other domains: in finance, traders make riskier trades when fatigued.[7] This data on fatigue and error points to job design and staff deployment as risk factors. Organisational responses to self-management of fatigue Workers absent themselves from the workplace for a variety of reasons. It could be for genuine ill-health, no-notice personal needs and disaffection (morale). Or it could be personal fatigue management. Again, the control of unplanned absence is a legitimate management activity. Workforce absenteeism places an increased burden on the attending workforce and adds to fatigue. The graph below shows the absence rate for a group of pilots and the percentage of pilots who did not take a single day of unplanned absence in a year. The absence management rules were changed to address the problem. The next graph shows how the duration of absences changed in response to the new policy: Pilot absence episode duration (days) The data suggests that management and workforce exist in a dynamic relationship and management’s attempt to exert control results in a corresponding response. The deployment of the workforce is a legitimate management function, but the way contracted effort is utilised shapes safety. Shift duration and timing induce fatigue and, importantly, fatigue can result in riskier decisions. In the previous blog, decision-making in normal operations was also seen to affect risk. Conclusion In this series of blogs, I have suggested that to understand safety we need to look at the factors that increase risk. Risk is a function of the tension between organisational controls and the need for flexibility that flows from variability in the workplace. Three areas of interest have been suggested: the preparation of staff for work, their control and, finally, their deployment. To understand ‘what goes on here’ we need to better understand the dynamics of these three domains. References Samn SW, Perelli LP. Estimating aircrew fatigue: A technique with application to airlift operations. Brooks Air Force Base. San Antonio, TX. Report No: SAM-TR-82-221, 1982. Petrut B, et al. Mental fatigue evaluation of surgical teams during a regular workday in a high-volume tertiary healthcare center. Urol Int 2020; 104(3-4): 301–308. Bihari S, et al. ICU shift related effects on sleep, fatigue and alertness levels. Occup Med (Lond) 2020; 70(2):107-112. Navigatus Consulting (2017). Queenstown Airport Night Operations Foundation Safety Case. Klinect JR. Line Operations Safety Audit: A Cockpit Observation Methodology for Monitoring Commercial Airline Safety Performance. Unpublished PhD thesis, 2005. University of Texas. Unpublished PhD thesis. University of Texas. MacLeod N. Crew Resource Management Training: A Competence-based Approach for Airline Pilots. CRC Press, 2021. Dickinson DL, Chaudhuri A, Greenaway-McGrevy R. Trading while sleepy? Circadian mismatch and mispricing in a global experimental asset market. Exp Econ 2019; 23:526–553. Further reading from Norman Can you measure safety? Part 1 Errors as clues in the search for safety measures: Measuring safety part 2- Posted
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In a three-part series of blogs for the hub, Norman Macleod explores how systems behave and how the actions of humans and organisations increase risk. In part 1 of this blog series, Norman suggested that measuring safety is problematic because the inherent variability in any system is largely invisible. Unfortunately, what we call safety is largely a function of the risks arising from that variability. In this blog, Norman explores how error might offer a pointer to where we might look. Safety as risk propagation It is common in safety management to talk in terms of hazards. We can identify three classes of hazards: substances or objects that could cause loss or harm; engineered situations where humans engage in activity involving known hazards but under controlled conditions; acts by individuals that inadvertently expose the operation to a hazard (we might call these ‘errors’). Controls are put in place to contain hazards but controls are designed by humans and are fallible. Healthcare is an example of a hazardous condition: things are done to patients that would be illegal if inflicted upon a healthy person. Procedures act as controls in these situations but there is always a tension between work-as-imagined (WAI) and work-as-done (WAD). WAI describes the least-risky solution to a problem that will work in most circumstances (or, at least, those envisaged by the procedure designers), whereas WAD reflects the inherent flexibility needed in the real world. In a study of maritime accidents,[1] it was found that collisions have occurred between ships actively trying to follow the ‘rules of the road.’ Procedures contain affordance spaces, or lacunae, that must be filled by actors applying expertise. Procedures, or rules, form a hierarchy. At the top there are rules about goals: ‘first, do no harm.’ Then there are IF-THEN rules that aid decision-making: IF <symptom> THEN <condition>. The lowest order of rules are task prescriptions: step 1, step 2, step n. As we ascend the hierarchy, actors need more extensive training to cope with the lacunae that invariably exist. Many airlines use a process called the Line Operations Safety Audit (LOSA).[2] Trained observers monitor flight crew under normal flight conditions and log departures from procedures, crew responses and subsequent outcomes. In most cases, 95% of errors are inconsequential: error is very much noise in the system. LOSA can let us see what happens when crew attempt to fill in the gaps in procedures. The observer can tag an error as 'intentional’ (an INC) if certain criteria are met and figures of between 8.8% and 26.4% of INC errors have been seen. However, ‘Intentional’ errors are usually attempts to adapt to local circumstances or to solve problems. These departures from prescribed activity reflect system buffering. The outcome of an error can be categorised in LOSA as ‘inconsequential’, can trigger an additional error or results in an ‘Undesired Aircraft State’ (UAS) if the observer feels that safety has been jeopardised. In one study I looked at UASs arising from INCs versus non-intentional errors. INCs were twice as likely to result in a UAS. I then looked at who committed the error. For INCs, captains accounted for 91.66% of UASs compared with 40.6% when the error was non-intentional. The data suggests that agents actively choose courses of action that contravene procedures to maintain the flow of work but those decisions increase risk. Captains are over-represented in the data because they are the primary decision-makers in the team. Ironically, compliance with procedures is often the starting point for any safety investigation. However, rather than police ‘compliance’, organisations should probably find ways to capture variability and render it as knowledge. What error does To view error simply as failure, however, is to miss the fact that they change the work process in a way that needs to be addressed if safety is to be maintained. This can happen in one of three ways. First, they reduce performance margins. Even slight departures from the optimum aircraft configuration mean that, should a subsequent event occur, the crew have less flexibility to respond. In the flight data shown in the previous blog, an aircraft operating in the outer bands of the distribution is migrating towards the margins of the safe space. Something as commonplace as a change in windspeed or direction could result in a critical outcome. Second, error transfers risk when my action affects others. For example, passengers have been killed when aircraft have flown into turbulence. If a pilot delays or fails to turn on the seat belt sign in time the cabin crew and passengers are exposed to risk because they will not have taken steps to protect themselves (such as sitting down or fastening seat belts). Sometimes, and in contravention of procedures, pilots start the ‘after landing’ checklist early to save time. This usually results in pausing the checklist while air traffic control issues directions to the terminal building. LOSA shows that crew then often forget to finish the checklist and aircraft park with the weather radar still turned on, exposing the ground handlers to a radiation hazard. Finally, separation reduction describes the condition where aircraft are placed in closer proximity to hazardous objects (other aircraft, the ground) than was intended. Again, should something happen, the crew will have less time to react. Error, then, can reveal how the risk profile is shaped by the deliberate actions of crew. What goes on here? This examination of normal work suggests two candidate domains for measures of safety. First, what is the organisation’s understanding of the utility of its control structures (policies and procedures, codes of conduct)? How well-written and comprehensive are the structures? Where are the contradictions and ambiguities that flow from multiple stakeholders in the process of oversight? Second, what is the skills mix of those required to work within the system, recognising the need to cope with the variability inherent in the real world. Does the organisation have a competence model for the different functions in the system? What are the risks associated with substituting staff (bank staff, staff on loan)? Conclusion In this post I have looked how workplace variability shapes risk. I have suggested two key aspects of the structure of an organisation – control and competence – that could be candidates for measuring ‘safety’. In my final blog I want to explore how organisations actively design unsafety into their operations. References Belcher P. ‘A Sociological Interpretation of the COLREGS”. Journal of Navigation, 2002; 55(02): 213-224. Klinect JR, 1st Klinect JR. Line Operations Safety Audit: A Cockpit Observation Methodology for Monitoring Commercial Airline Safety Performance. Unpublished PhD thesis, 2005. University of Texas. Unpublished PhD thesis. University of Texas. Read part one and part three of Norman's blog series.- Posted
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Stephen Shorrock looks at how we use deficit-based taxonomies when describing incidents in healthcare and why neutralised taxonomies may be more flexible and useful.- Posted
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Melissa Sheldrick is a Patient Safety Expert, Patient and Family Advisor at ISMP Canada and member of Patients for Patient Safety Canada. With a passion for improving medication safety for all, Melissa uses her unique perspective as a caregiver with lived experience to drive change and promote a culture of safety within the healthcare system. Her dedication to this work is inspired by her personal experience as a mother who lost her 8-year-old son Andrew to a medication error in 2016. This is their story.