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To analyze the root cause of the occurrence, we can use the tree diagram tool.
Access the occurrence that is in the cause analysis stage.

In order to have access to the cause analysis tools, it is necessary to be responsible for the occurrence or for the analysis stage. The approver of the occurrence and the user who is allowed to edit all of them also have access to cause analysis.

Remembering that to use the tree diagram it is necessary that the tool is enabled in the module settings.

After accessing the case click on .

The screen will appear to select the tool to be used.

  • Analysis tool: Select the Tree diagram option.
  • Diagram title: Insert the diagram title, if you prefer not to insert a title, it is defined by default Tree diagram.
  • Problem: The title of the occurrence is displayed in this field, if necessary, add more information to the problem.

To include the tool, click Add.

Fields with * are mandatory.

With the tool added, click  to enter the whys.
The screen for filling in a why will be displayed.

  • The preview of the previous answer is displayed to assist in the new assessment of a new why.
  • Why?: Insert the new why.
  • Root cause: If in the analysis of the discovered cause it is identified that it is the root cause, we can enable it in this field.

Bearing in mind that if in the module settings the mandatory filling option is enabled, the tool is considered filled when we have at least one root cause.

After entering the information, click Add.

According to the previous reason, the links will be created.

With the whys added, we have the diagram completed.

We can have 5 whys per diagram and add as many diagrams as needed.

See how to classify a cause.

More tool options

We can edit the diagram, the problem and the whys that have been added.

  1. Click  to collapse the preview of the tool.
  2. In the context menu of  the tool we have the options:
    • Edit: Change the name of the tool.
    • Remove: Remove the diagram.
  3. In the context menu of  the problem we have the option:
    • Edit: Edit the problem being analyzed.
  4. In the context menu of  a why with dependency we have the options:
    • Edit: Modify the data that was entered on why.
    • Remove: Delete the corresponding why, when we have a why with whys below, all dependencies are removed.
  5. In the context menu of a why without dependency we have the options:
    • Edit: Modify the data that was entered on why.
    • Remove: Delete the corresponding reason.

Tool changes are recorded in the history.