Maintenance error decision aid

MEDA Investigation Process

Since 1995, Boeing has offered operators a human factors tool called the Maintenance Error Decision Aid (MEDA) for investigating contributing factors to maintenance errors. Boeing has recently expanded the scope of this tool to include not only maintenance errors but also violations in company policies, processes, and procedures that lead to an unwanted outcome.
THE MEDA PROCESS IS THE WORLDWIDE STANDARD FOR MAINTENANCE ERROR INVESTIGATION. by William Rankin, Ph.D.,

Boeing Technical Fellow, Maintenance Human Factors

Boeing, along with industry partners, began developing MEDA in 1992 as a way to better understand the maintenance problems experienced by airline customers. A draft tool was developed and nine airline maintenance organizations tested the usefulness and usability of the tool in 1994 and 1995. Based on the results of this test, the tool was improved. In 1995, Boeing decided to offer MEDA to all of its airline customers as part of its continued commitment to safety. Since that time, the MEDA process has become the worldwide standard for maintenance error investigation.

MEDA is a structured process for investigating the causes of errors made by maintenance technicians and inspectors. It is an organization’s means to learn from its mistakes. Errors are a result of contributing factors in the workplace, most of which are under management control. Therefore, improvements can be made to the workplace to eliminate or minimize these factors so they do not lead to future events.

Boeing has recently updated the MEDA tool to reflect the latest thinking about maintenance event investigations. This article addresses the following:

  • The effect of reducing maintenance errors.
  • An overview of the MEDA process.
  • The MEDA philosophy.
  • Why MEDA has shifted to an event investigation process rather than just an error investigation process.
  • Considering violations during an event investigation.
  • How errors and violations often occur together to produce an unwanted outcome.
  • How addressing the contributing factors to lower-level events can prevent more serious events.

Definition

The Maintenance Error Decision Aid (MEDA) is a structured process used to investigate events caused by maintenance technician and/or inspector performance.

Description

Developed originally by the Boeing Company in the early 1990s with the active involvement of three major international airlines, a maintenance staff trade union and the U.S. Federal Aviation Administration (FAA), MEDA was the first structured attempt to enhance the value derived from investigation of maintenance error by providing a process in which human error was placed in its full procedural context. It has since been widely adopted — and adapted — as a basis achieving effective maintenance error investigations worldwide.

The MEDA method was developed as a more effective alternative to simply ‘retraining’ employees found to have made maintenance errors. It was realised that by the time a specific individual had been identified as responsible for an error, information about the factors that contributed to the error had often been lost. It was concluded that if the factors which contributed to an error remained, then similar errors would be likely to recur.

Boeing describes the MEDA philosophy as being based on three assumptions:

  • That people want to do the best job possible and do not make errors intentionally

Investigators will get more help from employees who do not feel their competence is in question. The employees are more likely to be helpful in identifying the factors that might have contributed to an error and in suggesting possible solutions.

  • That a series of factors is likely to contribute to an error

Findings on the context of a particular error investigation may have much wider significance for the occurrence of errors generally. Often, matters like difficulty in understanding of documentation (job cards, the aircraft maintenance manual, the illustrated parts catalogue or the applicable component maintenance manual), inadequate lighting, poor shift handover or aircraft design issues may be disclosed in an investigation. «Fixing» just some of the identified factors will probably be able to significantly reduce the likelihood of most types of error recurring.

  • That most of the factors which contribute to an error can be managed

Involvement of employees close to an error in the investigation of it helps to establish how to manage the issues. Processes can be changed, procedures improved or corrected, facilities enhanced and best practices shared.

The MEDA process is described as having five key stages:

  • Selection of the technical event to be investigated by the maintenance organisation involved
  • Decision on whether the error identified was maintenance-related
  • Investigation using the MEDA results form to record relevant information about the event which disclosed the error and the error that caused the event, the factors contributing to the error and a list of possible prevention strategies.
  • Prevention Strategies review leads to prioritising, implementation and tracking of process improvements
  • Feedback to the workforce advises what changes have been made, explains the value of employee participation and shares the results of the investigation.

Further Reading

  • MEDA Investigation Process, Boeing AERO magazine

Maintenance Error Decision Aid (MEDA)

A process to help reduce maintenance errors

By Joe Escobar

April 2001

April 28, 1988 — an Aloha Airlines Boeing 737-200 lost 20 feet off the top of its main cabin during flight, killing a flight attendant and terrifying dozens of passengers. The NTSB report on that incident cited human factors as a contributing cause. It was that accident that began the focus on human factors and how they contribute to maintenance errors.
In the early days of aviation, a large number of accidents were attributed to mechanical failure. In fact, human error only accounted for 20 percent of accidents, whereas mechanical failure was responsible for the other 80 percent.

Today, the scales have tipped in the other direction. Technologies and product engineering have improved so much that mechanical failure now only contributes to 20 percent of accidents. It is human error that has taken the top spot, contributing to 80 percent of accidents.

Education is key
So what can we do to reduce the number of accidents attributed to human factors? It is no small task. Sending a few employees to a «Human Factors» course may make them feel good, and will probably give them plenty of useful information, but it will not solve the problem. Educating yourself on the elements that lead to accidents or incidents may help you spot them and initiate safety nets, but it will not produce a significant reduction in accidents.
In order for a serious effort at accident reduction, there needs to be a complete buy-in by the company — from the top executive to the most junior employee; each and every person must participate in whatever program that is initiated.

Recently, I sat in on a Maintenance Error Investigation course given by Anne Bates, who is a trainer for Midwest Express. In communication with her afterwards, she shared some of the things that has helped her company implement an effective human factors program.
In her presentation, she pointed out that the old views of maintenance error causes need to be changed. In the past, management believed that errors were caused by lack of skill, lack of professionalism, lack of training, or lack of time. In fact, many experts believe that errors are caused by poor design, training, morale, loss of situational awareness, physical health, procedures/policy, and organizational factors. By determining which of these factors led to an incident or accident, the company is able to correct the problem and thus prevent it from recurring.

The MEDA process
Midwest Express uses a process tool developed by Boeing called Maintenance Error Decision Aid (MEDA). Boeing originally developed MEDA to collect more information on maintenance errors. It developed into a project to provide maintenance organizations with a standardized process for analyzing contributing factors to errors and developing possible corrective actions The basic philosophy behind MEDA is:

• Maintenance errors are not made on purpose.
• Most maintenance errors result from a series of contributing factors.

• Many of these contributing factors are part of a company process and, therefore, can be managed.
The MEDA process involves five basic steps: Event, Decision, Investigation, Prevention Strategies, and Feedback.

Event – Examples include an in-flight shutdown or damage to the aircraft. The company needs to determine what events will be investigated.

Decision – After the aircraft is fixed and returned to service, the company determines if the event was maintenance related. If it was, then they perform a MEDA investigation.

Investigation – When using MEDA, one of the key steps is the interview after an event. Effective interviews incorporate the following:
• Introduce yourself and make sure the interviewee is familiar with the MEDA process.
• Use a checklist.

• Follow up on contributing factors alluded to.
• Ask for ideas on needed corrective actions.

• Avoid «Yes» or «No» questions like «Did you use the maintenance manual?» Instead, you can rephrase it as «What kind of written information did you use?»
The investigation process is the one that presents a major challenge to many companies. It involves a culture change in many cases. The company needs to change from a «blame game» philosophy of investigating an accident so that they can determine who needs to get written up. Instead, the actual causal factors need to be uncovered. Was fatigue a factor? Was adequate technical information provided and used? Was the person properly trained to perform the task? These are some of the questions that can help determine root causes.

Prevention strategies – In this step, the company reviews, prioritizes, implements, and tracks prevention strategies (also known as process improvements) in order to avoid or reduce the likelihood of similar errors in the future.

Feedback – The company must provide feedback to the maintenance technicians. A new policy does no good if nobody on the hangar floor knows about it.

Stop the blame game
As discussed earlier, an antiquated discipline policy that seeks blame is not useful in a MEDA type program. If technicians are disciplined for honest errors, they may:
• Hide errors.

• Not talk openly during an investigation.
• Not perform some tasks that are prone to error.

In the long run, a human factors program such as MEDA can significantly affect safety. To learn more about Boeing’s MEDA program, you can view an article titled The Role of Human Factors in Improving Aviation Safety at www.boeing.com/commercial/aeromagazine/aero_08/human.html. In addition, Human Factors in Aviation Maintenance and Inspection is available online at http://hfskyway.faa.gov.

Benefits of MEDA
About 60 operators have implemented some or all of Boeing’s MEDA process. Some of the benefits reported by them are:

• A 16 percent reduction in mechanical delays.
• Revised and improved maintenance procedures and work processes.

• A reduction in airplane damage through improved towing and headset procedures.
• Changes in the disciplinary culture of operations.

• Improvements in line maintenance workload planning.

Considering the role of Maintenance Error Decision Aid (MEDA) within the context of an effective Maintenance Error Management System Process.

An Effective MEMS system not only provides a mechanism for conducting thorough and consistent investigations, the outcome of which identifies both the root cause and the contributing causes, related to a specific maintenance event.

Over the last decades we have come to understand that a significant number of very serious flight safety events have been caused by Maintenance Error.

The Process of Error Investigation

A typical MEMS process provides for a logical course the investigator can take to determine causal factors following a maintenance event.

By determining the root cause and contributing factors of an error will provide a valuable insight into the causal characteristics of an event and lead to the development of appropriate mitigations.

Analysing a Maintenance Error or problem may provide a focus on the individual or maintenance crew or may point to a systemic problem that requires changes to policies or procedures.

The Business Value of MEMS  

Financial Data is not usually available in the aftermath of Maintenance Error however empirical data and other evidence suggests that there are significant costs related to the need for rework as well as cost impacts related to on-time performance and other exposures.

As well as lost revenue, reputational damage may occur following adverse publicity, related to maintenance errors.

What does an effective Maintenance Error Management System Deliver?

  1. A structure which identifies a documented process as well as the various roles and responsibilities to deliver an effective organisational MEMS.
  2. To manage a process to ensure competence throughout the organisation related to the management, oversight and delivery of MEMS including the investigators skills in effective interview techniques as well as achieve confidence in managing challenging situations.
  3. The ability to focus on an understanding of contributing factors related to events, so we can strive to build resilience into the aircraft maintenance system and learn from previous events.
  4. The ability to deliver an effective process which contributes to an organisational culture in which error reduction can succeed.
  5. The ability to gather Data and to perform effective analysis allowing a deep understanding of Direct, Contributing and Root Causes together with the development of appropriate mitigations.

Developing Champions / Subject Matter Experts

Creating a small group of dedicated human factors “champions” who are in receipt of “formal training in human factor principles” can be highly beneficial. Such a group drawn from within the Maintenance, Safety and Quality departments can deliver a core response to the MEMS objectives of the organization.

Causal Questions to be Considered.

  1. Were there enough barriers in place to prevent the escalation of the event and whether the barriers functioned as intended?
  2. How effectiveness was the organisational communication process and did a breakdown in communication play a role in the precursors of the event?
  3. How many human factors where at play? (For example was the task perceived to be monotonous in some way?)
  4. Was all required technical and accomplishment instructions provided in a correct and unambiguous way?

Support for Developing Your “In-company” MEMS Program.

Sofema Aviation Services offers Training, Support and Guidance to help you understand, develop and implement an Effective Error Management Systems to deliver the safest possible organization process.

For additional information please see www.sassofia.com or www.sofemaonline.com or email office@sassofia.com 


Last modified on
Thursday, 10 January 2019

Historically incident and accident investigation where skewed in the direction of understanding the employee who made the error “The Culprit”.

Without a MEDA type process the organization typically lacks the management processes to deal with the employee in a “Just and Fair” way, often resulting in discipline which may be considered unfair and often results in the employee becoming defensive.

As a result little added value is obtained, also opportunities are missed including fundamental elements connected with organizational process which may have contributed to the error. This can even be exacerbated by the insistence of re-training which adds little to the process as the underlying issues were often connect more with culture than knowledge.

A previous Human Factors (HF) Study showed that only around 4% of Aviation Maintenance incidents where directly related to knowledge issues).

Even a process may be found within organisations known as “blame and train” where a cycle of such events can be seen to exist, discover a problem, blame an Individual, retrain and so on to repeat with the next employee.

What was required was a process to interrupt this ineffective process.

The Aviation Maintenance Error Decision Aid (MEDA) process was developed by Boeing and brought a new way of thinking to the investigation process.

Firstly that Maintenance Staff do not intentionally commit errors, in fact the opposite they take pride in their work.  Once we accept that even the best mechanic is capable of making a mistake and this fact may not directly have a bearing on the person’s competence, the cultural relationship is able to take on a different dimension. In such a relationship it becomes possible to fully explore all causal and contributing factors in a more effective way.

Secondly, that in any event there is typically a contribution of Multiple Factors some of which may in fact be considered latent which contribute to the event. Once the employer is able to step back from the immediate need to apportion blame a much more effective analysis and root cause determination process may be undertaken. Against this background co-operation from the employee is much more forthcoming and the “blame” focuses instead not on the employee but on the organisations process and procedures.

Thirdly is the understanding that most of these factors can in fact be managed. Once we understand a weakness then the process may be changed and associated procedures strengthened or omissions address. Issues concerning tooling equipment and facilities also addressed.

Aviation Maintenance Error Decision Aid Training supports the Knowledge that typically it is a chain of events which leads to an accident, removing one or more of the links is often enough to actually prevent the error. If we can encourage people to report also “nearly” accidents we can become proactive and avoid such in the first place.

Sofema Aviation Services offers 2 and 3 day MEDA Training programs as well as MEDA Training for Trainers.

For additional details please see: www.sassofia.com or email: office@sassofia.com.

Tags:

Aviation Maintenance Error Decision Aid,

Human Factors,

MEDA,

MEDA Training for Trainers,

Sofema Aviation Services

@article{Rankin2000TheME,
  title={The Maintenance Error Decision Aid (MEDA) Process},
  author={William L. Rankin},
  journal={Proceedings of the Human Factors and Ergonomics Society Annual Meeting},
  year={2000},
  volume={44},
  pages={795 - 798}
}

Maintenance and inspection errors have been the primary cause of six percent of aircraft accidents and have contributed to an additional nine percent of the accidents from 1982 through 1993. What can maintenance organizations do to reduce these types of errors? This paper discusses the development and evaluation of a maintenance error investigation process-the Maintenance Error Decision Aid (MEDA). MEDA was developed based on the following philosophy: maintenance technicians do not make errors… 

Figures from this paper

14 Citations

MEDA Case Study for an MRO

  • Y. BozkurtM. Kavsaoglu
  • Business

  • 2010

This paper presents a case study performed at a Maintenance, Repair and Overhaul Station (MRO) about maintenance human errors and their contributing factors using Maintenance Error Decision Aid

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Boeing innoduces MEDA: Maintenance Furor Decision Aid Airliner

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