Choose 'Add Entry' to select from the available root causes

Cause Library

Complete the required details. Choose from an event if required. This may be an audit for example that has triggered this particular root cause.

Attach Entry to pick all relevant cause definitions from the provided list

For each chosen cause you can now create a root cause entry

Select which cause the root cause relates to by putting a check mark in the appropriate box.

Complete the required detail and save

This will create an entry for each cause. Add Entry to create as many as required.

Checklist Analysis

Complete necessary detail. Choose from an event if required which may be for example an audit finding.

Complete all required questions and comments. Not all questions have to be answered. Only those relevant to the selected situation

Once all relevant questions have been answered and issues and/or opportunities have been identified, you can Add Entries to create as many as required which need to be addressed.

Complete the detail(s) of each causal factor. This is similar to building a 5 Why.

Build the causal factors of the situation in a cause and effect manner until you find root cause. You can use the + buttons to add commentary against each Cause. Add Entry to create a new Category.

As required, create root cause entries once the analysis into causes is completed.

Gap Analysis

Complete the necessary details. You may select an event such as an audit finding as the source of this gap analysis.

Start creating the gaps in a cause and effect manner similar to building a 5 Why.

Start at the beginning of the investigation and identify the gaps between what is and what is not the desired situation. Put a check mark in the causal factor box when you have a root cause finding.

Add Entries to create and address root cause findings

You can choose root cause from your previously created root cause library

Always create Action Plans to complete the details of solutions to any of the identified root cause(s)