- 1. Create a new root cause
- 2. Overview the list of root causes
- 3. Modify the root cause
- 4. Manage loss types associated to root causes
- 5. Manage improvement methods associated to a root cause
- 6. Manage improvement tools associated to a root cause
- 7. Manage KPI associated to root causes
Loss causes
1. Create a new root cause
New root causes can be created and described within the "New cause" pop-up, defining their approach type (systemic/focused).
Click on the Loss causes widget to proceed to the main page.
On the main page, click on the button "New cause" to open the pop-up.
In the pop-up, fill in all mandatory fields with the desired data and click on the button "Save".
In the notification pop-up, click on the button "Yes" to insert a new loss cause.
A new loss cause will appear on the main page (scroll down to the page to see a newly created root cause).
Loss causes
2. Overview the list of root causes
All root causes can be viewed in the main page table together with the detailed information containing: their loss types associated, their approach, their improvement methods and tools. Moreover, the data can be filtered.
Click on the Loss causes widget to proceed to the main page.
The main page shows the list of root causes with detailed information containing: their loss types associated, their approach, their improvement methods, tools and KPIs.
Root causes can be ordered. Click on the header column named "Root cause name" to order root causes by their names.
The main table will order the root causes by their names.
Root causes can be filtered. Fill in the "Root cause name" filter with a desired root cause name. Click on the button "Apply".
A list of root causes with the corresponding data will appear in the table.
Loss causes
3. Modify the root cause
Root causes can be modified or deleted if necessary.
Click on the Loss causes widget to proceed to the main page.
Click on details (lens icon) on the desired loss type to proceed to the detail page.
In the tab Details, fill in all mandatory fields with the desired data. Click on the button "Save".
The notification pop-up appears. Click on the button "Yes" to save changes.
A root cause with new data will be saved.
A root cause can be deleted. Scroll to the page and click on the delete button (trash icon) to remove the desired root cause.
The notification pop-up appears. Click on the button "Yes" to delete the root cause.
The root cause will disappear from the main table.
Loss causes
4. Manage loss types associated to root causes
Loss types associated with a root cause can be managed in the way one needs to shift a certain number of loss types to another root cause. Moreover, this can be done in a massive way with the "Change root cause" pop-up.
Click on the Loss causes widget to proceed to the main page.
Click on details (lens icon) on the desired loss cause to proceed to the detail page.
Select the tab "Loss types".
Click on the button "Change root cause" to open the pop-up.
To move all loss types contained of the selected root cause to another root cause click on the select to open a drop-down menu and select the desired root cause. Click on the button "Save".
The notification pop-up appears. Click on the button "Yes" to move all losses to selected loss type.
All loss types will disappear from the tab table.
Loss causes
5. Manage improvement methods associated to a root cause
Improvement methods associated with a root cause can be managed in the way one needs to add a new method or remove an existing one.
Click on the Loss causes widget to proceed to the main page.
Click on details (lens icon) on the desired loss cause to proceed to the detail page.
Select the tab "Methods".
Click on the button "Add method" to open the pop-up.
In the pop-up, click on the select to open a drop-down menu and select the desired method. Click on the button "Save".
A newly added method will appear in the tab table.
A method can be deleted. Click on the delete button (trash icon) to remove the desired method from root cause.
The notification pop-up appears. Click on the button "Yes" to delete the method.
The method will disappear from the tab table.
Loss causes
6. Manage improvement tools associated to a root cause
Improvement tools associated with a root cause can be managed in the way one needs to add a new tool or remove an existing one.
Click on the Loss causes widget to proceed to the main page.
Click on details (lens icon) on the desired loss cause to proceed to the detail page.
Select the tab "Tools".
Click on the button "Add tool" to open the pop-up.
In the pop-up, click on the select to open a drop-down menu and select the desired tool. Click on the button "Save".
A newly added tool will appear in the tab table.
A tool can be removed from loss cause. Click on the delete button (trash icon) to remove the desired tool.
The notification pop-up appears. Click on the button "Yes" to remove the tool.
The tool will disappear from the tab table.
Loss causes
7. Manage KPI associated to root causes
KPI associated with a root cause can be managed in the way one needs to add a new KPI or remove an existing one.
Click on the Loss causes widget to proceed to the main page.
Click on details (lens icon) on the desired loss cause to proceed to the detail page.
Select the tab "KPI".
To add a new KPI click on the button "Add KPI" to open a pop-up.
Click on the pop-up select to open a drop-down menu. Select the desired KPI and click on the button "Save".
The notification pop-up appears. Click on the button "Yes" to add the following KPI to this root cause.
A KPI will appear in the tab table.
A KPI can be deleted. Scroll to the page and click on the delete button (trash icon) to remove the desired KPI.
The notification pop-up appears. Click on the button "Yes" to remove the KPI from the root cause.
A KPI will disappear from the tab table.