Human and organisational factors

Human and organisational factors are the conditions influencing how people perform work and their ability to act safely. They include task design, equipment, information, capabilities, workload, communication and organisational decisions. Analysis seeks to understand these interactions and improve the work system.

In brief

Human and organisational factors connect the task, person and organisation. They help analyse how design, workload, communication and resources affect performance. Preventing errors requires improving those conditions and checking barriers, rather than closing investigations with explanations based on inattention.

Contents
  1. Three aspects that must be analysed together
  2. The job: tasks, interfaces and environment
  3. The person: competence and performance conditions
  4. The organisation: resources and decisions
  5. Errors and deviations need different explanations
  6. Turn the analysis into improvements
  7. Hypothetical example: selecting a production line
  8. Related concepts
  9. References

A–Z dictionary →

Three aspects that must be analysed together

HSE organises the approach around the job, individual and organisation. A task may be difficult because of its controls, ambiguous information or available time, even for a competent person.

This is therefore not about describing personalities. The preventive objective is to design conditions compatible with human capabilities and limitations, taking account of how work is actually performed and which decisions are made under pressure.

The job: tasks, interfaces and environment

The sequence, critical steps, clarity of indicators and controls, alarms and ease of recognising an abnormality matter. Noise, lighting, interruptions and spatial layout also influence performance.

Observe when someone must remember information, distinguish similar signals or decide with incomplete data. Design can reduce those demands through clear identification, access to useful information and safeguards that make dangerous actions harder.

The person: competence and performance conditions

Experience, training and familiarity with equipment are relevant, but do not make anyone infallible. Fatigue, mental workload or an unexpected change can affect performance.

The answer is not to demand constant attention as the only barrier. Time, information, support and resources must be available to complete the task. Training is useful when it addresses specific needs and its application is checked, rather than replacing necessary redesign.

The organisation: resources and decisions

Staffing, shifts, handovers, maintenance and production objectives shape daily activity. Contradictory instructions do too: asking people to follow a procedure without enough time or resources encourages improvised solutions.

The Spanish Occupational Risk Prevention Act requires integrating technology, organisation and working conditions into prevention. Reviewing these factors means identifying decisions and responsible people able to change them, rather than merely recommending greater individual commitment.

Errors and deviations need different explanations

HSE distinguishes unintended failures from deliberate deviations from a rule. Forgetting a step, misinterpreting a situation and departing from a procedure do not necessarily have the same explanation or preventive solution.

An investigation should reconstruct what information was available, which difficulties existed and how barriers functioned. These questions do not remove accountability: they prevent analysis from ending before the conditions that could reproduce the failure are understood.

Turn the analysis into improvements

Select critical tasks and review them with those who perform them. For each step, identify possible failures, consequences, conditions favouring them and existing barriers. Then prioritise changes to design, organisation or information.

Effectiveness is checked by observing the task and reviewing incidents and reported difficulties. The number of courses delivered does not demonstrate that a confusing interface, overload or incomplete handover has been resolved.

Hypothetical example: selecting a production line

Two similar controls operate different lines. During an incident, someone activates the wrong one. The review finds poorly visible labels, inadequate lighting and pressure to restart quickly.

The controls are differentiated, identification improved and incident management reviewed. Simply asking for more attention would have left the same conditions for the next person.

References

  1. HSE: Introduction to human factors. Official source
  2. HSE: Managing human failures. Official source
  3. Law 31/1995: adaptation and integration of prevention. Official source

Editorial information

Publication date: 19 October 2026.

Editorial responsibility: Sabentis Editorial Team.

Author: Pablo RodríguezLinkedIn

Executive Vice President of the ORP International Foundation and Chief Financial Officer of Sabentis.

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