Assign Team Members for 5 Why or any of the other Root Cause Analysis Tools by using the Attach Entry option to look up names from the directory. NOTE: 5 Why is mandatory when related to a Customer Complaint

Click on Add Entry to create a Root Cause type

Select to pick an event if relevant.

Select for example the document which was the source for this Corrective Action Request. This may be an audit for example.

Give the root cause analysis a title, analysis date and assignee then choose 'Save'.

Start creating the 5 Why by choosing 'Add Entry'.

Start entering the questions. If you reach a point which is determined to be a Causal Factor then check the box. Click on Save & Add Entry after each entry is made

You can continue to add questions and answers to each step and causal factor as required until root cause(s) are identified. Click on the + against each question/answer to add commentary. This allows you to branch off if for example, multiple causal factors are identified.

The 5 Why diagram will be displayed below to 5 Why questioning section. Click on Refresh to update if you make subsequent additions.

Once the analysis is complete you must now create entries for the identified Root Causes at all levels as identified in the 5 Why. Click on 'Add Entry' and fill out the necessary boxes.

At least one Action Plan is mandatory to complete any CAR. Select Add Entry to create an action plan to correct any root cause finding. You will not be able to send a CAR for approval without an action plan being created and completed.

Complete the details

Click on Execute Action Plan

Before sending for approval, consider logging any lessons learned.

Consider the cost of quality for the changes made as well as the cost of implementing the corrective action

Once all sections are completed as required and consequential actions are created you can select' Approve' to move to the Verification of Effectiveness step. The Root cause may be rejected in which case a reason will be given and the action reverts back to the assignee to take further action.

Before final closure, the Effectiveness Review must be completed. Click on Add Entry.

Complete the effectiveness review log. You can also create a next review date if required.

Verify the effectiveness

Click on Close