Development and validation of a tool to aid writing and reviewing of healthcare safety investigation reports: A modified Delphi study
Introduction Healthcare organisations worldwide are expected to investigate or review incidents that unintentionally harm or could cause harm. Investigation findings are presented in a written report, which is arguably a proxy measure for the quality of investigations. The report is an important document to be read and acted upon. The aims of this study were: (1) to design a tool to support the writing and review of healthcare safety investigation reports, and (2) to validate the content of the tool. Methods The study was conducted in two phases. Phase 1: The initial content of the tool was developed using relevant published literature and building consensus with 25 specialist participants from the UK and Australia. Phase 2: Content validity of the tool was assessed for relevance and clarity in two e-Delphi survey rounds with users of the tool. Using a 4-point scale, a median of 3 or 4 and an interquartile range of less than or equal to 1.5 were used to determine consensus. Results Phase 1: A tool containing eight areas of review with accompanying descriptors was developed. For each area of review, a three-point ordinal rating scale along with a comments box for formative self-assessment was included. Phase 2: At the end of the round 1 survey, there was consensus on all but one area of review in the tool. By the end of the round 2 survey, consensus was reached on all areas of review. No additional areas of review were added and none were removed. Some descriptors were amended to improve clarity. Conclusion We co-designed and validated the content of a tool that can be used to inform the quality of safety investigation reports and learning in terms of a systems-based approach. The tool has multiple uses ranging from self-assessment for report writers to facilitating oversight of the quality of healthcare safety investigation reports. Future work could focus on building further evidence of the tool's overall utility.
Authors
- Sarahjane Jones (ORCID: https://orcid.org/0000-0003-4729-4029)
- Elizabeth Crisp (ORCID: https://orcid.org/0009-0002-3256-9464)
- Duncan McNab (ORCID: https://orcid.org/0000-0003-0512-0629)
- Peter Damian Hibbert (ORCID: https://orcid.org/0000-0001-7865-343X)
- Melanie Ottewill
- Ethel Oldfield
- Helen Vosper (ORCID: https://orcid.org/0000-0001-7796-5183)
- Paul Bowie (ORCID: https://orcid.org/0000-0001-6027-2559)
- Tom McEwan (ORCID: https://orcid.org/0000-0003-2972-9877)
- Manoj Kumar (ORCID: https://orcid.org/0000-0002-2196-5966)
- Andrew Murphy-Pittock (ORCID: https://orcid.org/0009-0009-2602-7221)
- Alexia Pellowe
- Veronica Rainey
- Al ROSS
- Helen Higham
- Rosemary Lim (7150514)
- Jennifer O’Donnell
- Tracey Herlihey
- Hugh Currie
- Meredith Makeham
- Martin Duffy
- Ian Davidson
- Nicola Steevenson
- Andrew Carson-Stevens
- Catherine Paton
Institutions
- Belfast Health and Social Care Trust (GB)
- The University of Sydney (AU)
- University of Aberdeen (GB)
- University of Staffordshire (GB)
- NHS Ayrshire and Arran (GB)
- NHS Education for Scotland (GB)
- NHS Tayside (GB)
- University of Oxford (GB)
- NHS Grampian (GB)
- NHS England
- University of Reading (GB)
- University of Glasgow (GB)
- Cardiff University (GB)
Publication Details
- Journal
- Journal of Patient Safety and Risk Management
- Published
- 2026-10-09
- DOI
- https://doi.org/10.1177/25160435261494084
- Primary Topic
- Patient Safety and Medication Errors
- Type
- article
- Field-Weighted Citation Impact
- 0.00