10.4.1. Root Cause Analysis

In this section of the Assess and Treat Vigilance Record form, users are provided tools to conduct an in-depth root cause analysis. They can choose from methods like 5W Analysis, Comparative Analysis, and 3×5 Why Analysis.

*For guidance on common form functions, please refer to the dedicated section in the manual.

1. 5W: This checkbox allows users to conduct a 5W analysis.
   • If selected, the 5W accordion will become visible.
2. Comparative Analysis: This checkbox allows users to conduct a comparative analysis.
   • If selected, the Comparative Analysis accordion will become visible.
3. 3×5 Why Analysis: This checkbox allows users to conduct a 3×5 Why analysis.
   • If selected, the 3×5 Why Analysis accordion will become visible.
4. Describe the Root Cause: This is a rich text field that allows users to provide a description of the identified root cause.
5. Unable to Determine the Root Cause: This checkbox allows users to indicate if the root cause could not be determined after investigation efforts.
6. Attach Any Relevant Documents: This is a file attachment field that allows users to upload supporting documents for the root cause investigation.
7. Assign Root Cause Investigation Sub-Tasks: This button allows users to delegate specific tasks related to the root cause investigation.
   • If selected, it will reveal the following section, where users can assign an investigator and provide the requested investigation details.
     
     • Send Request: This button allows users to send the investigation request to the assigned investigator.
       • The selected party (user, role, or group) will receive the Vigilance Record Investigation task.
     • Cancel: This button allows users to cancel the investigation request and hide the section.

**Investigation requests are recorded in the Requested Investigation grid. When the assigned investigator sends their report, the grid updates to reflect the response message and completion status.


Note that the Requested Investigation grid and any updates to it are visible only after closing and reopening the form. To view details or attachments, click the View button ( ) next to the relevant entry.