Learning teams (HOP)

A learning team is a small group that studies how work actually happens — conditions, not culprits. It's the Human & Organizational Performance (HOP) practice: session 1 learns, session 2 improves, and the record deliberately has no blame fields.

Convene a team

1. Go to Learning teams and use the Convene a learning team form below the list.
2. Choose the Site and give the Topic — the operation, not a person (e.g. "Loading haul trucks at the north pit"). Optionally name a Facilitator.
3. The team appears in the list showing its sessions held (0/2 → 2/2), insight count, action count, and status. Click Open to work it.

A potential-SIF event is the classic trigger (see incidents), but any operation is fair game — you don't need something to have gone wrong.

Run the two sessions

1. Open the team and use Add participant to record who's in the room.
2. Session 1 — learning: what does this work require? What makes it hard? Where do people have to adapt? Type the notes and click Record session 1.
3. Let it soak, then reconvene. Session 2 — improvement: what would make the work easier and safer? Which ideas become actions? Click Record session 2.

The two-session structure is encouraged, not enforced — a team can close after one session.

Capture insights and raise actions

1. Under Insights, add what the team learned — phrased as a condition, not a culprit. Each insight is dated.
2. Turn the best ideas into tracked work: enter an action title and assignee, then click Raise preventive CAPA. This creates a preventive CAPA linked back to the team, and it shows under Improvement actions with a link to the CAPA record.
3. When the team is done, click Close learning team. Closed teams keep their notes, insights, and CAPA links, but stop accepting edits.

What happens automatically

• Every step — sessions recorded, insights added, actions raised, closure — is written to the audit trail.
• CAPAs raised from a learning team are tracked in the normal CAPA workflow (due dates, overdue flags, dashboard tiles) like any corrective action.

Related

• Root cause analysis — The formal investigation method for deeper causal analysis
• CAPA (corrective & preventive actions) — Where the preventive actions you design get tracked
• Incidents — The events that often trigger a learning team
• Observations (BBS) — Field signals and SIF potential feeding learning topics
• Stop-work authority — Good catches that surface how work really happens