IMPLEMENTATION

GUIDEBOOK
2018 FATIGUE RISK MANAGEMENT
GUIDELINES FOR EMERGENCY
MEDICAL SERVICES

24

October 2018

By:
P. Daniel Patterson, PhD, NRP
University of Pittsburgh

zz
Kathy Robinson, RN, EMT-P
National Association of State EMS Officials

With Support From:

National Highway Traffic Safety Administration
Contract Number: DTNH2215R00029
DISCLAIMER/DISCLOSURE
Work performed on this guidebook/document was supported with funding from the
U.S. Department of Transportation, National Highway Traffic Safety Administration
(NHTSA) to the National Association of State EMS Officials (NASEMSO): contract/
grant number: DTNH2215R00029. The information, views, and/or opinions contained
in this guidebook/document are those of the authors and not necessarily those of the
National Highway Traffic Safety Administration.

This document may be updated periodically following the release of new data,
research, or other information relevant to fatigue risk management in the EMS setting,
or at the request of the NHTSA or other organization. Updates will be signified with a
new version number (e.g., Version #, Month, Year).

CONTACT THE NATIONAL ASSOCIATION OF STATE EMS OFFICIALS

201 Park Washington Court, Falls Church, VA 22046-4527
www.nasemso.org | info@nasemso.org | (703) 538-1799

LEARN MORE ABOUT FATIGUE IN EMS

www.emsfatigue.org

READ THE SUPPLEMENT IN PREHOSPITAL EMERGENCY CARE

http://tandfonline.com/action/showAxaArticles?journalCode=ipec20

CONTENTS
Disclaimer/Disclosure 2
Executive Brief 3
Summary of Evidence-Based Recommendations 4
Recommendation 1 5
Recommendation 2 7
Recommendation 3 9
Recommendation 4 11
Recommendation 5 13
Key Features 15
Checklist 16
References 18

2
EXECUTIVE BRIEF
FATIGUE FATIGUE RISK MANAGEMENT
Fatigue refers to “a subjective, unpleasant symptom, Fatigue risk management refers to the methods,
which incorporates total body feelings ranging from procedures, protocols, and policies used by
tiredness to exhaustion creating an unrelenting overall organizations and employers to mitigate the negative
condition which interferes with an individual’s ability effects of fatigue in the workplace.13 Key characteristics
to function to their normal capacity.”1 Work-related of fatigue risk management include:
fatigue affects greater than half of Emergency Medical
Services (EMS) personnel.2 In addition, greater than 1. Science-based: Based on science and
half report poor sleep quality and inadequate recovery supported by established peer-reviewed
between scheduled shifts.3 research;

2. Data driven: Decisions are driven by the

FATIGUE AND SAFETY objective analysis of data;
Fatigue is a threat to the safety of EMS personnel,
their patients, and the public. The odds of injury, 3. Cooperative: Employers, employees, and other
medical error, patient adverse events, and safety stakeholders involved;
compromising behaviors are higher among fatigued
EMS personnel than non-fatigued personnel.4 4. Fully implemented: System-wide use of tools,
Ambulance crashes, line of duty deaths, and patient systems, policies, and procedures;
mortality have been linked to sleep and fatigue of 5. Integrated: Built into the corporate/
EMS personnel.5, 6, 7, 8 Despite the dangers of fatigue, organizational culture and management
guidance for mitigating fatigue in the EMS workplace systems;
has been limited.9
6. Continuously improved: Use of feedback,
EVIDENCE-BASED GUIDELINE evaluation, and analysis of data to modify and
Evidence-Based Guidelines (EBGs) are “statements improve where needed;
that include recommendations intended to optimize
patient care that are informed by a systematic review 7. Budgeted: Financial commitment to mitigation
of evidence and an assessment of the benefits and examination of return on investment;
and harms of alternative options.”10 In 2013, the 8. Owned: Senior leadership accepts
National EMS Advisory Council issued an advisory responsibility to lead.13
that recommended examination of the evidence
germane to fatigue mitigation and dissemination The purpose of this guidebook is to help EMS
of that evidence to EMS administrators.11 In 2015, administrators with implementation of the Evidence
the National Highway Traffic Safety Administration’s Based Guidelines for Fatigue Risk Management in
(NHTSA) Office of Behavioral Safety Research funded EMS. This document is intended to complement
the National Association of State EMS Officials the scientific papers with a condensed summary of
(NASEMSO) and academic partners at the University each recommendation and sample policy statement
of Pittsburgh Department of Emergency Medicine templates that may be tailored/edited to the needs
to develop an EBG for Fatigue Risk Management in of local agencies.
EMS.9 In 2016 and 2017, researchers were guided
by 7 research questions and reviewed more than Full access to “Evidence Based Guidelines for Fatigue
38,000 publications germane to fatigue in shift work. Risk Management in Emergency Medical Services” is
In 2017, a panel of experts reached agreement on 5 now available online in Prehospital Emergency Care
recommendations that comprise an EBG for Fatigue at https://tandfonline.com/doi/full/10.1080/1090312
Risk Management in EMS.12 The recommendations 7.2017.1376137. All companion materials, including
are intended to aid EMS administrators in their background information, systematic reviews, evidence
decisions related to the development of fatigue risk tables, and expert commentaries are also available.
management systems and programs at the local level.

3
 SUMMARY OF EVIDENCE-
BASED RECOMMENDATIONS
Five recommendations comprise the 2018 Evidence Based Guidelines for Fatigue
Risk Management in EMS.12

These recommendations include:

1. Recommend using fatigue/sleepiness survey instruments to measure and

monitor fatigue in EMS personnel.

2. Recommend that EMS personnel work shifts shorter than 24 hours in

duration.

3. Recommend that EMS personnel have access to caffeine as a fatigue

countermeasure.

4. Recommend that EMS personnel have the opportunity to nap while on

duty to mitigate fatigue.

5. Recommend that EMS personnel receive education and training to mitigate

fatigue and fatigue-related risks.

This document is structured to provide EMS administrators with concise information

that addresses the Who, What, When, Why, and How of each recommendation.

Sample policy statements are included. These provide a template that may be
tailored to fit local agency needs.

A checklist appears at the end of this guidebook. This checklist may be useful to
administrators as a first step towards implementation and evaluation of a fatigue
risk management program.

There is no ‘one-size-fits-all’
approach to implementation of the
2018 Evidence Based Guidelines for
Fatigue Risk Management in EMS.
Administrators and managers
of EMS organizations may
choose to adopt one or more
recommendations and tailor
implementation to local needs.

4
RECOMMENDATION 1
RECOMMEND USING FATIGUE/SLEEPINESS SURVEY
INSTRUMENTS TO MEASURE AND MONITOR FATIGUE
IN EMS PERSONNEL
WHO? available in the Online Supplement
Fatigue assessment of all EMS personnel Appendix E of a separate publication.17
is optimal. Targeted assessment of Administrators may incorporate this open
personnel who work extended duration access document as part of a fatigue risk
shifts, overnight shifts, or shift patterns management program.
that are assumed to increase fatigue is
recommended.
Fatigue risk management
WHAT?
Fatigue— “a subjective, unpleasant
is “Data Driven.”
symptom, which incorporates total Administrators should
body feelings ranging from tiredness include regular assessments
to exhaustion creating an unrelenting of fatigue/sleepiness and
overall condition which interferes with
an individual’s ability to function to their use the findings to guide
normal capacity.”1 decisions germane to
Sleepiness— drowsiness, one’s tendency
fatigue mitigation in the
to fall asleep (sleep propensity), and workplace.
decreased alertness.14, 15 Lerman et al., 2012; PMID-22269988

WHEN?
It is recommended that administrators See the next page for a sample fatigue risk
assess fatigue at least once every 3 management policy statement specific
months and target their assessments on to this recommendation. Administrators
shifts or shift patterns that may increase may use this sample as a template for
the risk of fatigue, such as shifts of creation of their own policy statements.
extended duration and overnight shifts.16

WHY?
To mitigate fatigue, administrators will
need to assess the magnitude of the
problem and monitor for changes in
fatigue over time. Repeated assessments
with reliable and/or valid instruments will
allow administrators to assess the impact
of various fatigue mitigation strategies
and address questions germane to return
on investment.

HOW?
Administrators should assess fatigue and/
or sleepiness with one or more survey
instruments that have been shown to
be reliable and/or valid. A list of fatigue
and sleepiness survey instruments with
detailed instructions for their use are

5
 SAMPLE POLICY STATEMENT FOR USE OF SURVEY INSTRUMENTS
TO MEASURE AND MONITOR FATIGUE IN EMS PERSONNEL
Administrators should tailor this template to fit local needs.

The assessment of fatigue and/or sleepiness is a key component of fatigue risk management and mitigation.
It is the policy of _____________________ to assess fatigue and/or sleepiness regularly as recommended in
the 2018 Evidence Based Guidelines for Fatigue Risk Management in EMS.

ADMINISTRATION IS RESPONSIBLE FOR:

1. Identifying a survey instrument considered reliable and/or valid for the assessment of fatigue and/or
sleepiness of EMS personnel.

2. Administering survey instrument(s) to EMS personnel – a minimum of once per quarter – and
providing adequate time to complete and return the survey(s).

3. Keeping EMS personnel responses confidential (anonymous is preferred).

4. Providing EMS personnel with a description of the algorithms and calculations used to analyze and
report survey responses.

5. Providing EMS personnel with a timely report of survey findings.

6. Providing EMS personnel with the opportunity to comment in response to survey findings, and
suggestions that may help reduce fatigue and/or sleepiness in the workplace.

7. Providing EMS personnel with a draft plan of action, goals and/or objectives in response to survey
findings, and the opportunity to comment on the draft plan of action, goals and/or objectives.

8. Providing EMS personnel with the final plan of action prior to implementation.

9. Providing EMS personnel with the opportunity and instructions to provide ongoing feedback
regarding the assessment of workplace fatigue and/or sleepiness.

EMS PERSONNEL ARE ASKED TO BE RESPONSIBLE FOR:

1. Contributing to fatigue risk management in the organization by answering survey instruments that
assess fatigue and/or sleepiness on a regular basis.

2. Providing feedback on the processes by which fatigue and/or sleepiness are assessed with reliable
and/or valid survey instruments.

3. Providing feedback on the survey findings and suggestions that may help reduce fatigue and/or
sleepiness in the workplace.

4. Providing feedback on a draft plan in response to survey findings.

5. Providing feedback on the final plan in response to survey findings prior to implementation.

6. Providing ongoing feedback regarding the assessment of workplace fatigue and/or sleepiness.

This policy statement is authorized by: (Print): _____________________________.

(Signed):_________________________. (Title):_____________________________.

(Date): __________________________.

6
RECOMMENDATION 2
RECOMMEND THAT EMS PERSONNEL WORK SHIFTS
SHORTER THAN 24 HOURS IN DURATION
WHO?
All front-line EMS personnel who work in
shifts. “Restricting work hours is
only one of many ways in
WHAT?
It is recommended that administrators
which fatigue-related risk
reduce shift duration for all shifts to can be reduced.” Limiting
less than 24 hours in duration. This shift duration is often
recommendation pertains to both referred to as a “twentieth
scheduled shifts and contiguous shifts
that total 24 or more hours.16 century tactic” for fatigue
risk management.
WHEN?
It is recommended that administrators Modern approaches
evaluate the application of this policy on combine limits on shift
shift duration annually. duration with other
WHY? strategies to comprise a
Shifts less than 24 hours in duration are comprehensive fatigue risk
associated with improved outcomes management program or
related to safety, performance, acute
fatigue, sleep, and other outcomes than
system.
are shifts greater than or equal to 24 Dawson & Zee, 2005; PMID-16145032;
hours.18 Gander et al., 2011; PMID-21130218.
Jones et al., 2005
HOW?
Administrators should assess shift
schedules at least annually to identify See the next page for a sample fatigue risk
occurrences when EMS personnel management policy statement specific
work 24 consecutive hours or longer. to this recommendation. Administrators
Administrators should evaluate the ability may use this sample as a template for
to decrease or eliminate shifts greater creation of their own policy statements.
than or equal to 24 hours. When shifts
greater than or equal to 24 hours occur
or are necessary, administrators should
(1) consider a policy that gives EMS
personnel permission to call a “time-out”
and rest for a reasonable period; and (2)

24
consider adopting multiple other fatigue
mitigation strategies outlined in the 2018
Evidence Based Guidelines for Fatigue
Risk Management in EMS.

7
 SAMPLE POLICY STATEMENT FOR SHIFTS LESS THAN 24 HOURS IN
DURATION
Administrators should tailor this template to fit local needs.

Reducing negative outcomes linked to shift duration is a key component of fatigue risk management
and mitigation. It is the policy of _____________________ to reduce the occurrence of any shifts worked
consecutively to less than 24 hours as recommended in the 2018 Evidence Based Guidelines for Fatigue
Risk Management in EMS.

ADMINISTRATION IS RESPONSIBLE FOR:

1. Identifying occurrences in the schedule when the total duration of a single shift or consecutive shifts
is 24 hours or longer.

2. Reducing or eliminating shifts greater than 24 hours in duration.

3. Notifying EMS personnel if they are scheduled for any single or consecutive shifts greater than 24
hours in duration.

4. Providing EMS personnel the opportunity to request a “time-out” when scheduled for any single or
consecutive shifts greater than 24 hours in duration.

5. Providing EMS personnel with the opportunity to comment on the method by which shift durations
greater than 24 hours in duration are identified and reduce/eliminated, and the opportunity to
comment on the method selected.

6. Providing EMS personnel with a draft plan for reducing or eliminating shift durations greater than 24
hours.

7. Providing EMS personnel with the final plan of action prior to implementation.

8. Providing EMS personnel with the opportunity and instructions to provide comment on an ongoing
basis germane to reducing or eliminating shifts greater than 24 hours in duration.

EMS PERSONNEL ARE ASKED TO BE RESPONSIBLE FOR:

1. Identifying occurrences in the schedule when the total duration of any single shift or shifts worked
consecutively is 24 hours or longer and notifying administration.

2. Notifying administration if the personnel scheduled for extended periods needs a “time-out” for a
brief period of rest and recovery.

3. Providing administration with feedback on an ongoing basis germane to the organization’s strategy
for reducing or eliminating shifts greater than 24 hours in duration.

This policy statement is authorized by: (Print): _____________________________.

(Signed):_________________________. (Title):_____________________________.

(Date): __________________________.

8
RECOMMENDATION 3
RECOMMEND THAT EMS PERSONNEL HAVE ACCESS
TO CAFFEINE AS A FATIGUE COUNTERMEASURE
WHO?
All front-line EMS personnel who work in
shifts. Caffeine may be readily
available in many EMS
WHAT?
It is recommended that EMS personnel
organizations; however,
be provided access to caffeine (e.g., access to caffeine may be
beverages).16 There is no recommended limited or non-existent in
optimal dose. some EMS operations.
WHEN? There is no prescribed
The goal, as proposed in the 2018
Evidence Based Guidelines for Fatigue
optimal dose. This
Risk Management in EMS, is that access recommendation is focused
to caffeine be provided for 100% of on providing EMS personnel
shifts.12 with access to caffeine.
WHY?
Consumption of caffeine
Evidence shows that consumption of for purposes of fatigue
caffeine during shift work has positive mitigation in the workplace
effects on performance, acute fatigue, should be guided by
and acute sleepiness.19
education and training.
HOW? Patterson et al., 2018; PMID-29324069
Administrators should assess the
number (percentage) of shifts when
EMS personnel do not have access to
caffeine (beverage or other). Access See the next page for a sample fatigue risk
may be particularly challenging for management policy statement specific
EMS crews deployed in ambulances for to this recommendation. Administrators
the duration of their shift. In this type may use this sample as a template for
of deployment model, administrators creation of their own policy statements.
may need to determine level of access,
and if necessary, find creative ways to
enhance access to caffeine for free or for
purchase (e.g., supply crews with coolers
that include caffeinated beverages, or
position crews and ambulances proximal
to a facility or resource where it is feasible
for crew members to purchase caffeinated
beverages). A goal set by the 2018
Evidence Based Guidelines for Fatigue
Risk Management in EMS is to have
administrators provide EMS personnel
with access to caffeine for 100% of shifts
for free or for purchase.

9
 SAMPLE POLICY STATEMENT FOR PROVIDING ACCESS TO CAFFEINE
TO EMS PERSONNEL WHILE ON DUTY
Administrators should tailor this template to fit local needs.

Use of fatigue countermeasures is a key component of fatigue risk management and mitigation. It is the
policy of _____________________ to provide access to caffeine on all shifts and to all EMS personnel as
recommended in the 2018 Evidence Based Guidelines for Fatigue Risk Management in EMS.

ADMINISTRATION IS RESPONSIBLE FOR:

1. Providing access to caffeinated beverages (e.g., coffee).

2. Providing EMS personnel with the opportunity to comment on the method by which caffeine is made
available to front line EMS personnel.

3. Providing EMS personnel with a draft plan of action, goals and/or objectives for maintaining or
increasing access to caffeine during shift work, and the opportunity to comment on that plan.

4. Providing EMS personnel with the final plan of action prior to implementation.

5. Providing EMS personnel with the opportunity and instructions how to provide comment on an
ongoing basis germane to maintaining or increasing access to caffeine during shift work.

EMS PERSONNEL ARE ASKED TO BE RESPONSIBLE FOR:

1. Providing feedback (and suggestions for improvement) on the processes by which caffeine is made
accessible to EMS personnel.

2. Providing feedback on administration’s plan for making caffeine accessible on 100% of shifts to EMS
personnel.

3. Providing feedback on the final plan to make caffeine accessible to EMS personnel for 100% of
shifts.

4. Providing feedback on an ongoing basis germane to how administration makes caffeine accessible
to EMS personnel for 100% of shifts.

This policy statement is authorized by: (Print): _____________________________.

(Signed):_________________________. (Title):_____________________________.

(Date): __________________________.

10
RECOMMENDATION 4
RECOMMEND THAT EMS PERSONNEL HAVE THE
OPPORTUNITY TO NAP WHILE ON DUTY TO MITIGATE
FATIGUE
WHO?
All front-line EMS personnel who work in
shifts. “Providing EMS personnel
the opportunity to nap on
WHAT?
It is recommended that EMS personnel duty is best demonstrated
be provided the opportunity to nap while with a written policy.”
on duty to mitigate fatigue and fatigue-
related risks. This document does not
contain a recommendation
WHEN? for the optimal duration of a
It is recommended that all EMS personnel
be provided the opportunity to nap nap.
during 100% of extended duration shifts Martin-Gill et al., 2018; PMID-29324060
(e.g., shifts greater than 12 hours) and
during shifts that take place overnight.
See the next page for a sample fatigue risk
WHY? management policy statement specific
Evidence shows that napping during to this recommendation. Administrators
shiftwork reduces feelings of acute may use this sample as a template for
fatigue (sleepiness).20 creation of their own policy statements.

HOW?
Administrators should provide EMS
personnel who work in shifts the
permission and opportunity to nap during
shift work, especially during extended
shifts (e.g., shifts greater than or equal
to 12 hours and overnight shifts). Nap

zz
duration is not specified; however, naps
of short duration (e.g., 10-15 minutes)
have been shown to have a positive
impact on fatigue and fatigue-related
outcomes.20

11
 SAMPLE POLICY STATEMENT FOR PROVIDING EMS PERSONNEL
PERMISSION TO NAP DURING SHIFT WORK
Administrators should tailor this template to fit local needs.

Napping during shifts is a key component of fatigue risk management and mitigation. It is the policy of
_____________________ to provide EMS personnel permission and opportunity to nap during shifts as
recommended in the 2018 Evidence Based Guidelines for Fatigue Risk Management in EMS.

ADMINISTRATION IS RESPONSIBLE FOR:

1. Informing EMS personnel that they have permission to nap during shifts.

2. Defining the periods of opportunity when EMS personnel may take a nap during shift work.

3. Providing EMS personnel with the opportunity to comment on the method by which EMS personnel
are permitted to nap during shifts.

4. Providing EMS personnel with a draft plan of action, goals and/or objectives for use of naps during
shift work as a strategy to mitigate fatigue, and the opportunity to comment on the plan of action,
goals and/or objectives.

5. Providing EMS personnel with the final plan of action prior to implementation.

6. Providing EMS personnel with the instructions and opportunity to provide comments on an ongoing
basis germane to a napping policy.

EMS PERSONNEL ARE ASKED TO BE RESPONSIBLE FOR:

1. Providing feedback for process improvement regarding implementation of napping during shift
work.

2. Providing feedback on a draft plan of action, goals and/or objectives that provide the opportunity to
nap.

3. Providing feedback on the final plan of action, goals and/or objectives.

4. Provide ongoing feedback on how the organization provides EMS personnel the permission and
opportunity nap during shifts.

This policy statement is authorized by: (Print): _____________________________.

(Signed):_________________________. (Title):_____________________________.

(Date): __________________________.

12
RECOMMENDATION 5
RECOMMEND THAT EMS PERSONNEL RECEIVE
EDUCATION AND TRAINING TO MITIGATE FATIGUE AND
FATIGUE-RELATED RISKS
WHO?
All front-line EMS personnel who work in EMS personnel should be
shifts. educated and trained on the
following:
WHAT?
It is recommended that EMS personnel 1. Hazards of fatigue;
receive education and training in sleep
health and fatigue during new employee 2. Impact of chronic fatigue;
orientation (onboarding), and at a 3. Fatigue can be managed but
minimum, every two years. not eliminated;

WHEN? 4. Adequate sleep is key;

During new employee orientation
(onboarding) and every two years. 5. Basics of sleep physiology;

6. Core components of sleep

WHY? health and hygiene;
Evidence shows that education and
training in sleep health and fatigue has 7. Sleep disorders;
a positive impact on sleep and related
outcomes among shift workers (i.e., sleep 8. Importance of diet, exercise, &
quality).21 stress management;

9. Fatigue recognition;
HOW?
Administrators should incorporate 10. Alertness strategies;
education and training focused on
sleep health and fatigue as part of new 11. Advice on managing personal
employee orientation, and repeat this relationships for shift workers.
education and training at a minimum of Lerman et al., 2012; PMID-22269988
every two years. Administrators should
tailor the education and training of their
EMS personnel to fit the needs of their See the next page for a sample fatigue risk
organization. The content, method of management policy statement specific
delivery, and costs will vary between EMS to this recommendation. Administrators
organizations. Previous research suggests may use this sample as a template for
that program costs may range from $130 creation of their own policy statements.
to $150 per employee per year.22, 23

13
 SAMPLE POLICY STATEMENT FOR PROVIDING EMS PERSONNEL
WITH EDUCATION AND TRAINING ON SLEEP HEALTH AND FATIGUE
Administrators should tailor this template to fit local needs.

Education and training on sleep health and fatigue are key components of fatigue risk management and
mitigation. It is the policy of _____________________ to provide EMS personnel who work in shifts education
and training in sleep health and fatigue as recommended in the 2018 Evidence Based Guidelines for Fatigue
Risk Management in EMS.

ADMINISTRATION IS RESPONSIBLE FOR:

1. Providing all EMS personnel with education and training in sleep health and fatigue with initial hire.

2. Provide all EMS personnel with education and training in sleep health and fatigue a minimum of
every two years.

3. Providing EMS personnel with the opportunity to comment on the method by which EMS personnel
are educated and trained in sleep health and fatigue.

4. Providing EMS personnel with a draft plan for education and training in sleep health and fatigue as a
strategy to mitigate fatigue, and the opportunity to comment on the plan.

5. Providing EMS personnel with the final plan prior to implementation.

6. Providing EMS personnel with the instructions and opportunity to provide ongoing feedback
regarding education and training on sleep health and fatigue.

EMS PERSONNEL ARE ASKED TO BE RESPONSIBLE FOR:

1. Providing feedback (and suggestions for improvement) on the processes by which EMS personnel
are educated and receive training on sleep health and fatigue.

2. Providing feedback on a draft plan to provide education and training on sleep health and fatigue
management.

3. Providing feedback on the final plan.

4. Provide ongoing feedback on how the organization provides EMS personnel with education and
training on sleep health and fatigue.

This policy statement is authorized by: (Print): _____________________________.

(Signed):_________________________. (Title):_____________________________.

(Date): __________________________.

14
KEY FEATURES
OF FATIGUE RISK MANAGEMENT
FATIGUE MANAGEMENT POLICY RISK MANAGEMENT REPORTING
The ultimate responsibility for “In general, fatigue risk Fatigue risk management is
fatigue risk management is senior management is a shared “Data Driven.”
management. responsibility between the
Administrators should include
organization and the employee.”
Senior management should make regular assessments (every
a commitment to fatigue risk 3 months) of fatigue and/or
management, provide an ongoing sleepiness, and use the findings
display of that commitment, and to guide decisions germane
commit the resources necessary to fatigue mitigation in the
for an enduring effort to mitigate workplace.
fatigue in the workplace.

Lerman et al., 2012; PMID-22269988 Lerman et al., 2012; PMID-22269988 Lerman et al., 2012; PMID-22269988

INCIDENT INVESTIGATION TRAINING AND EDUCATION INTERNAL AND EXTERNAL

The aim of an investigation is to EMS personnel should be AUDITING
determine if fatigue may have educated and trained on the Senior management should
played a role, and to mitigate
following: consider forming a team to
similar events in the future.24
Investigations may include the establish policies, procedures,
1. Hazards of fatigue;
following elements: education and training, and
2. Impact of chronic fatigue; processes for acquiring the data
1. Time of day when the
3. Fatigue can be managed needed to implement a fatigue
event occurred?
but not eliminated; risk management program. In
2. What was the fatigue level addition, the team should create
4. Adequate sleep is key;
of crew? procedures for internal audits
5. Basics of sleep physiology; and use of external resources for
3. How long was the crew
awake prior to incident 6. Core components of sleep audits and program evaluation.
(look back 24 hours)? health and hygiene;

4. What was the crew’s sleep 7. Sleep disorders;

history / sleep debt over 8. Importance of diet,
past 72 hours? exercise, & stress
5. What was the crew’s work management;
history over past 72 hours? 9. Fatigue recognition;
Answers may help determine if 10. Alertness strategies;
fatigue or sleepiness was a factor,
and help identify ways to mitigate 11. Advice on managing
fatigue in the future. personal relationships for
shift workers.

National Transportation Safety

Board, 2006 Lerman et al., 2012; PMID-22269988 Lerman et al., 2012; PMID-22269988

15
CHECKLIST
PROPOSED PERFORMANCE MEASURES AND STRATEGIES FOR
IMPLEMENTATION OF THE FATIGUE RISK MANAGEMENT GUIDELINES
FOR EMERGENCY MEDICAL SERVICES
Martin-Gill et al., 2018; PMID-2932406016

RECOMMENDATION 1: ASSESSING FATIGUE

1. Select use of a fatigue and/or sleepiness survey instrument (refer to Online Supplement Appendix E in a □
separate publication).17
2. Distribute survey at least quarterly to EMS personnel across shifts. □

a. Random or targeted sampling of EMS personnel is recommended, such as during extended duration □
(greater than or equal to 12 hours) shifts, overnight shifts, or during work periods of high task load.
b. Paper or electronic surveys. □

3. Review results of completed surveys on at least a quarterly basis. □

4. Develop a plan to address shifts that are associated with excess fatigue and/or sleepiness, and then repeat □
measures to determine if there was a change.

RECOMMENDATION 2: SHIFT DURATION

1. Determine the percent of all EMS personnel shifts that are: □

a. Less than 24 hours: N = ____ per month (____ %) □

b. Greater than or equal to 24 hours: N = ____ per month (____ %) □

2. If there are shifts that are greater than or equal to 24 hours: □

a. Evaluate ability to decrease the number of shifts that are greater than or equal to 24 hours and decrease □
or eliminate if possible.
b. If unable to eliminate shifts that are greater than or equal to 24 hours, ensure maximal use of all other □
fatigue mitigation recommendations provided in this guideline.
3. Consider implementation of a policy for EMS personnel to have the right to call “time out” and be granted a
reasonable rest period if the individual determines that he or she is unfit or unsafe to continue duty, without □
adverse personal action or undue pressure to continue in this circumstance. Policy should include management
monitoring use of the “time out” policy.

RECOMMENDATION 3: ACCESS TO CAFFEINE

1. Determine the number of shifts where EMS personnel have access to caffeine: □

a. List all shifts (scheduled and unscheduled): N = ____ □

b. Identify during which shifts EMS personnel have access to caffeine: N = ____ (____ %) □

2. If EMS personnel do not have access to caffeine for 100% of shifts, identify ways to increase the availability
of caffeine on the remaining shifts (e.g., availability of caffeinated beverages for free or for purchase while on □
duty).
3. Identifying the type, length, and location of shifts without access to caffeine can assist in identifying ways to □
increase the availability of caffeine.

16
 RECOMMENDATION 4: PERMISSION TO NAP DURING DUTY
1. Establish a policy that allows for napping by EMS personnel while on duty. □

a. Policy should identify a scheduled time to take a nap by shift or an unrestricted opportunity to take a □
nap throughout a shift.
b. Policy should focus particularly on extended duration (greater than or equal to 24 hours) or overnight □
shifts.
c. Policy may include all shifts, especially where EMS personnel may work contiguous shifts and/or
consecutive shifts with limited recovery between shifts (including combinations of shifts involving □
different agencies).
2. Establish access to a location where EMS personnel can have reasonable access to take a nap (defined as a □
period of sleep).
3. Consider and mitigate potential risks associated with sleep inertia (transient performance impairment □
immediately after awakening from a nap).
a. Consider staggering naps among members of the same duty crew. □

b. Consider use of caffeine to minimize the effects of sleep inertia. □

RECOMMENDATION 5: EDUCATION AND TRAINING

1. Establish an educational and training program on fatigue risk management to be delivered to all EMS □
personnel during new employee orientation/training and every two years.
2. Develop a tracking mechanism for this training for all EMS personnel in the agency. □

3. Audit the rate of delivery of this education: □

a. New orientees in prior year (total): N = ____ □

           New orientees that received fatigue education/training: N = ____ (____ %) □

b. All EMS personnel: N = ____ □

           All EMS personnel who received fatigue education/training in prior 2 years:

□
N = ____ (____ %)
4. If either percentage is less than 100%, determine ways to improve completion of this training. □

CHECKLIST NOTES
An organization’s fulfillment of each evidence-based recommendation should be reassessed on an annual basis
to better incorporate the recommendations into practice and ensure their ongoing use.

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