Investigation Phase

While much attention is given to the action-packed moments of rescue, one of the most vital and foundational elements is the investigation phase. This early stage sets the tone and direction for the entire operation, and its thoroughness often marks the difference between success and tragic loss.

The investigation phase in search and rescue is a systematic process of gathering, analyzing, and validating information to establish the facts of a missing subject disappearance. It acts as the starting block upon which the subsequent stages of planning, deployment, and execution are built. The primary aim during this phase is to construct the most accurate possible understanding of the situation, including the who, where, when, why, and how surrounding the incident.

Wilderness SAR members are not required to perform an investigation. However, they do need to know what type of information is acquired during the investigation, the importance of that information, and the reliability of the information.

Objectives of the Investigation Phase:

  • Establish the facts: Gather all available information about the missing individuals, the environment, and the circumstances.
  • Assess urgency: Determine the level of risk or danger the missing person may be facing based on age, health, weather, terrain, and time elapsed.
  • Define the search area: Analyze information to geographically narrow down the likely location of the subject(s).
  • Develop hypotheses: Formulate theories about what might have happened, while remaining flexible as new evidence emerges.
  • Initiate resource allocation: Identify the type and number of resources (personnel, dogs, drones, etc.) required for effective searching.

Incident Reporting

The SAR process begins when an incident is reported, which can happen in several ways:

  • Direct call to emergency services (e.g., 911).
  • Activation of emergency beacons (e.g., Personal Locator Beacons or Emergency Position-Indicating Radio Beacons).
  • Contact from concerned friends, family members, or bystanders.
  • The initial report should capture as much detail as possible, including:
  • Location (preferably using GPS coordinates or clear landmarks).
  • Nature of the emergency (e.g., missing person, injured hiker, stranded vehicle).
  • Number of individuals involved.
  • Time of last known contact.
  • Description of individuals (if known).
  • Weather and environmental conditions.

Core Activities in the Investigation

The receiving authority, such as the dispatch center, a Sheriff Deputy, or SAR coordinator, perform an initial assessment to verify the credibility and urgency of the incident. This may involve contacting the reporting party for clarification or attempting to reach the subject of the search. Key considerations include assessing the immediacy of the threat to life or safety, determining if a full SAR response is necessary or if other agencies should be involved (e.g., medical, fire, police), identifying any special hazards in the area (e.g., avalanche, water currents, hazardous materials).

A cornerstone of the investigation phase is interviewing those with potential knowledge of the incident. This includes friends, family, bystanders, and sometimes the person(s) who reported the event. Interviewers must be thorough yet sensitive, collecting information on activities leading up to the disappearance, behavioral patterns, known stressors, recent communications, and any environmental or situational variables.

Investigators consult a range of records: recent communications (such as text messages or emails), vehicle usage, security camera footage, GPS data, social media activity, and even banking transactions. These data points can provide crucial clues about intent, direction, and state of mind.

The investigation phase is not without hurdles. Challenges include misinformation, language barriers, technological limitations in remote areas, and the emotional strain on families and responders. Environmental factors such as changing weather, nightfall, or dangerous terrain, can further complicate data collection. Overcoming these obstacles requires adaptability, resourcefulness, and patience.

The investigation phase is as much about people as it is about process or technology. Empathy, awareness, and clear communication are vital when interacting with families, witnesses, and other stakeholders. The pressure of uncertainty weighs heavily, and SAR personnel must balance compassion with the need for precision and efficiency.

Best Practices for the Investigation Phase

  • Speed and accuracy: Time is of the essence, especially in harsh or dangerous environments. Immediate but methodical information gathering prevents the loss of critical leads.
  •  Objectivity: Avoid assumptions and allow facts to guide the investigation; bias can hinder the process and cause resources to be wasted.
  • Collaboration: SAR operations may involve law enforcement, fire departments, NGOs, and volunteers. Coordinated roles and information sharing are essential for efficiency.
  • Community engagement: Local knowledge can be invaluable. Nearby residents, hikers, workers, or anyone familiar with the terrain can offer tips often overlooked by outsiders.
  • Documentation: Every piece of information, no matter how minor it seems, should be logged. This record is invaluable both for the ongoing search and post-incident analysis.

The Transition to the Search Phase

Once sufficient data have been gathered, hypotheses have been formed, and search areas defined, the investigation phase transitions into the active search phase. However, investigation does not cease entirely new leads and insights continuously refine the search strategy. Teams remain flexible, looping between investigation and search as necessary.