Root cause analysis form

  • Rversion finale: Australia
  • Mis à jour 12 mars 2026
  • 2 minutes de lecture

    • The following tables describe the field values for the Root cause analysis form.

    Tableau 1. Root cause analysis form
    Field Description
    Short description Brief description of the root cause analysis that you’re creating.
    Description Detailed description of the root cause analysis that you’re creating.
    Functional location Industrial facility work area where the root cause analysis is required. This field is defined using the ISA-95 standard. This field is automatically set based on the logged-in user's worker profile.
    Equipment Machine to which the root cause analysis relates.
    Origin Task from which the root cause analysis originates.
    Found in Origin or source of the root cause analysis. Options are:
    • Deviation
    • Defect
    • Loss
    • Other
    Type Type of root cause analysis. Options are:
    • None
    • Breakdown
    • Safety
    • Quality
    • Performance
    • Other
    Assignment group Team or department responsible for completing the task.
    Assigned to User to which the root cause analysis has been assigned. If not selected, this field is populated by the user who opened the root cause analysis.
    Additional assignee list List of users to be notified or contributing to the task, but not as the primary assignee. Available options vary depending on the selected functional location or assignment group.
    Impact Segment that the root cause analysis has impact on. Options are:
    • 1 - Safety
    • 2 - Quality
    • 3 - Reliability
    • 4 - Operations
    • 5 - Other
    Urgency Measure of how long the root cause analysis can be delayed until there's a significant impact on an industrial process. Options are:
    • 1 - Critical
    • 2 - Important
    • 3 - Routine
    Priority Priority of the analysis. This field is automatically set based on impact and urgency. Options are:
    • 1 - Direct
    • 2 - This shift
    • 3 - Today
    • 4 - Within 7 days
    • 5 - Within 30 days

    For more details, see Priority matrix for root cause analysis.
    Work notes Internal notes about checks, tests, and findings that help identify the cause of the issue.
    Tableau 2. Information Gathering form
    Field Description
    Who

    Individuals or teams involved in the issue or affected by it.
    What Description of the problem or incident in clear, concise terms.
    When Timeline of the issue: When it was first detected, when it occurred, and the duration of its impact.
    Where Location of the issue.
    Why Underlying causes of the issue.
    How Details of how the issue occurred and how it was resolved.