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titleAdvanced Walkthrough

Conducting Investigation

Investigation in system is a multistep process.

  1. Answering to Investigation questions (Optional)

  2. Identifying Contributing Factors

  3. Identifying WHYs for selected Contributing Factor

  4. Choosing Root Cause among WHYs and classifying root cause.

  5. Root Cause Analysis and Action Plan recommendation.

  6. Final Root Cause Statement

  7. Lessons Learnt

Answering to Investigation questions

This step is optional depending upon your system’s current configuration. As an investigator, you would have to answer few additional questions.

You can do that by clicking on Investigation details section.

This would open up the list of additional questions to be answered.

Identifying Contributing Factors

  1. Click on the contributing factors link to open up the option to select contributing factors

2. Click on new to select the contributing factor(s) for the incident.

3. From the picklist, select one contributing factor.

Identifying WHYs for selected Contributing Factor

  1. Once the contributing factor has been selected, you can identify the WHYs for them.

2. Once the Contributing factor is selected and whys are added, click on the “Save” button.

3. Repeat the whole process, if you have more than one contributing factor.

Choosing why Root Cause among WHYs and classifying root cause

  1. Now that you have identified the Contributing factor and WHYs, you can choose a why root cause among the WHYs

  2. This can be done by clicking on checkbox right next to WHY and click on Save button.

  3. Now we move on to Root Cause Analysis and Action Plan recommendation.

Root Cause Analysis and Action Plan recommendation

  1. Open up the Root Cause Analysis section, this would show the selected contributing factor , WHYs and why root cause.

  2. Now select the Standard Root cause against each of the why root cause.

  3. Once the standard root cause is chosen, you can create Action Plans.

  4. This would create Action plans for Root causes.

Final Root Cause Statement & Lessons Learnt

You can identify the final root cause and lessons learnt in below sections.

This completes the whole investigation for an Incident.

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🔩 Field Details and Configurability