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Conducting a Field Investigation
King Mich.; Bensyl D.; Goodman R.; Rasmussen S.
Center for Disease Control and Prevention CDC
(2025)
C_CDC
This chapter describes the step-by-step process required in performing an epidemiologic field investigation. The 10 steps covered here build on and further refine the steps that have been taught traditionally in the Centers for Disease Control and P
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revention's (CDC) annual Epidemic Intelligence Service courses, in the three previous editions of this manual (the textbook Field Epidemiology), and in other CDC instructional programs.
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The WHO publication “Surveillance, case investigation and contact tracing for mpox: interim guidance” provides updated global technical guidance on monitoring and responding to mpox (formerly known as monkeypox). It explains how countries shoul
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d conduct surveillance to detect new outbreaks, carry out case investigation including clinical assessment and lab specimen collection, and perform contact tracing to monitor people exposed to confirmed or probable cases in order to stop transmission and protect at-risk groups. The guidance includes practical recommendations for how long contacts should be monitored (e.g., daily for 21 days without requiring quarantine if symptom-free) and advising good hygiene and reduced exposure risk during the monitoring period. This interim guidance is intended to support public health authorities worldwide in strengthening mpox outbreak detection, response, and reporting.
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The document “Guidelines for the Investigation and Control of Disease Outbreaks” provides practical guidance for public health professionals on how to detect, investigate, and manage outbreaks of communicable diseases. It describes the key steps
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of outbreak investigation, including confirming the outbreak, establishing a case definition, collecting epidemiological and laboratory data, identifying the source and mode of transmission, and implementing control measures. The guidelines also explain how to organize outbreak response teams, communicate findings, and document results in outbreak reports. Overall, the document aims to support systematic and effective outbreak investigations in order to control disease spread and protect public health.
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Investigating outbreaks caused by non-infectious, toxic agents requires some unique considerations and skills that are different from those used to investigate infectious disease outbreaks. To help public health agencies investigate these outbreaks, CDC’s National Center for Environmental Health (
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NCEH) has developed a Toxicological Outbreak Investigation course. The goal of the Toxicological Outbreak Investigation Course is to provide information, resources, and learning activities to impart the knowledge and skills needed to investigate a toxicological outbreak to public health practitioners who investigate outbreaks.
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This toolkit lays out a framework for a waterborne disease investigation and consolidates resources to assist investigation activities.
The Waterborne Disease Outbreak
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Investigation Toolkit was designed to assist state and local health departments in conducting waterborne disease outbreak investigations. Using experiences of epidemiologists at the state and local levels, this toolkit describes best practices in preparing for, identifying, and responding to a waterborne disease outbreak.
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This handbook is designed to act as a ready reference for Law Enforcement Officials and prosecutors to understand cyber crimes against children. Cyber Crimes are generally defined as those crimes in which a computer resource is either the target or is used as tool for committing the crime. These may
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even include cases where traditional crimes are facilitated by digital technologies as will become clear through the course of this handbook.
The handbook focusses on presenting a clear picture of cyber crimes committed against children and when cyber crimes have been perpetrated by them. It also helps Investigating Officers to understand the application of special legislation like the Information Technology Act, Protection of Children from Sexual Offences (POSCO) Act and Juvenile Justice (Care and Protection) Act to such instances.
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The following protocol has been designed to investigate the First Few X cases (FFX) and their close contacts. It is envisioned that the FFX 2019-nCoV investigation will be conducted across several countries or sites with geographical and demographi
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cal diversity. Using a standardized protocol such as the protocol provided here, epidemiological exposure data and biological samples can be systematically collected and shared rapidly in a format that can be easily aggregated, tabulated and analyzed across many different settings globally for timely estimates of 2019-nCoV infection severity and transmissibility, as well as to inform public health responses and policy decisions. This is particularly important in the context of a novel respiratory pathogen, such as 2019-nCoV
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The document provides guidance and tools for training health professionals in outbreak investigation. It explains why such training is essential, outlines the methodology for conducting short, practical courses, and describes how lectures, case stud
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ies, and exams are used to build skills needed for detecting, investigating, and responding to public health events. It also details how to plan, organize, and implement the training, including required resources, team roles, and evaluation procedures.
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Module 2.1
Ewha Med J Volume 47(3); 2024
The article “Reporting Guidelines for Community Outbreak Investigation (G-CORE): A Study Protocol” describes the development of standardized reporting guidelines for investigations of infectious disease outbreaks i
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n community settings. The authors highlight that outbreak reports are often inconsistent and lack important epidemiological information, which makes it difficult to compare studies and apply findings to public health practice. The G-CORE project aims to create a structured guideline that improves the quality, transparency, and completeness of outbreak investigation reports. By establishing clear reporting standards, the guideline intends to support researchers and public health professionals in documenting outbreaks more systematically and to facilitate better communication, analysis, and response to infectious disease events.
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PLOS ONE | DOI:10.1371/journal.pone.0155525 May 19, 2016, 1 / 11
This manual describes methods for investigating clusters or outbreaks that may be of chemical origin and describes the importance of a structured, coordinated, collaborative multidisciplinary, multi-agency approach at local, regional, national and international levels.
A tutorial for healthcare professionals
The GTFCC Laboratory Support for Public Health Surveillance document provides guidelines on using DNA-based molecular techniques for identifying and monitoring Vibrio cholerae strains in cholera outbreaks. It highlights the importance of genetic sequencing for tracking transmission, detecting new va
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riants, and improving outbreak response. The report explains methods like PCR testing, whole genome sequencing (WGS), and multiple loci VNTR analysis (MLVA), detailing their advantages and applications. It also outlines best practices for sample collection, storage, and transportation, emphasizing collaboration between national and international laboratories to enhance cholera surveillance and control efforts.
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Les procédures décrites dans cette POS concernent à la fois l'environnement dans lequel les tests
index sont effectués (par exemple, la construction d'une infrastructure qui garantit la confidentialité,
les formulaires disponibles sur place, le stockage des données physiques et numériques)
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et
également les actions requises des agents de santé qui effectuent le test index. Les personnes
chargées de la mise en œuvre de ces POS devront également connaître les POS concernant
l'identification et la réponse face à la violence dans le contexte des tests index. Les recommandations
relatives au contenu des services d'intervention en cas de violence sont fournies en Annexe A
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For General Healthcare Settings in West Africa
Death investigation form tuberculosis: Hospital Unit, Urgency and Emergency Unit
Death investigation sheet concerning tuberculosis: Other Health Units and with family members
Manual on the Effective Investigation and Documentation of Torture and Other Cruel, Inhuman or Degrading Treatment or Punishment
