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Root Causes: Add, Edit and Delete

Convergence Training Support
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Article Links Introduction | Create a Root Cause | Edit a Root Cause | Delete a Root Cause |

 

Introduction

The Root Causes tab provides a method to identify the root causes that will be used at your company when reporting or investigating an incident.  Selections will appear in the Category pick-list when adding a root cause on the Root Cause tab of the incident report when an administrator reports or investigates an incident. 

The Incident Management System (IMS) comes with 24 pre-existing root causes.  We recommend that you review the existing root causes list.  You can modify the existing root causes to come up with the selections you want your administrators to use.  Root causes are organized into 4 ares: Organization, Supervision, Conditions, and Unsafe Acts. You can continue using this method to organize root causes or create your own.

Please refer to the IMS Configuration: Overview article to learn about the Configuration menu and recommended best practices.

You can set unique root cause selections for each establishment. However, once you save a configuration for each establishment, it "breaks the link" between configuration settings. This means that if you want to add, remove or delete an item and have it apply to ALL establishments, you have to make the change for each establishment. We strongly advise against this unless one or two establishments are so unique they require unique selections. 

To learn more about establishments, refer to the Establishment: Overview article.

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Create a Root Cause

The steps below explain how to create a new root cause that will be used by all establishments in your company. You can create unique root causes for each establishment.  We strongly advise against this as it "breaks the link" between configuration settings. This means that if you want to add, remove or delete an item and have it apply to ALL establishments, you have to make the change for each establishment where you created unique root causes. 

If you want to create unique root causes, you must change your location to the establishment FIRST before you follow the steps below.  Please refer to the Change Location article to learn how to change the location. Repeat this step for every establishment you want to have unique root causes for.

Follow these steps to create a new root cause:

  1. Click the Administration tab at the top of the screen.
  2. Click Incident Management, then Configuration on the left menu bar.
  3. The screen defaults to the Incident Categories tab.
  4. Click the Root Causes tab.
  5. Click the Add button at the top of the Root Causes tab.
  6. Type the new root cause in the new blank field.
    Note: Existing root causes are organized in to four areas: Organization, Supervision, Conditions and Unsafe Acts.  You can continue using this method to organize root causes or create your own.
  7. Click the Save button.
  8. The root cause will be added and listed alphabetically.
  9. Repeat these steps until all the desired root causes have been added.

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Edit a Root Cause

Follow these steps to edit a root cause:

  1. Click the Administration tab at the top of the screen.
  2. Click Incident Management, then Configuration on the left menu bar.
  3. The screen defaults to the Incident Categories tab.
  4. Click the Root Cause tab.
  5. Search and locate the root cause to be changed.
  6. Type the new root cause to replace the existing root cause.
  7. Click the Save button.
  8. The root cause will be added and listed alphabetically.
  9. Repeat these steps until all the desired root causes have been edited.

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Delete a Root Cause

root_causes.png

Before you delete a root cause, click the Show Usage toggle at the top of the Root Causes tab to YES.  A column will display that indicates the number of times you have used that category.  The IMS will not allow you to delete a root cause if it has been used. Deleting a root cause that has been used will affect open and completed incident reports.

Follow these steps to delete a root cause:

  1. Click the Administration tab at the top of the screen.
  2. Click Incident Management, then Configuration on the left menu bar.
  3. The screen defaults to the Incident Categories tab.
  4. Click the Root Causes tab.
  5. Search and locate the root cause to be deleted.
  6. Click the delete button (trash bucket icon) to the left of the root cause.
  7. Click the YES button on the Confirmation screen.
  8. Click the Save button.
  9. The root cause will be deleted from the list.
  10. Repeat these steps until all the desired root causes have been deleted.

 

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