- 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).
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Click on the Loss causes widget to proceed to the main page.
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On the main page, click on the button "New cause" to open the pop-up.
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In the pop-up, fill in all mandatory fields with the desired data and click on the button "Save".
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In the notification pop-up, click on the button "Yes" to insert a new loss cause.
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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.
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Click on the Loss causes widget to proceed to the main page.
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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.
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Root causes can be ordered. Click on the header column named "Root cause name" to order root causes by their names.
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The main table will order the root causes by their names.
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Root causes can be filtered. Fill in the "Root cause name" filter with a desired root cause name. Click on the button "Apply".
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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.
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Click on the Loss causes widget to proceed to the main page.
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Click on details (lens icon) on the desired loss type to proceed to the detail page.
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In the tab Details, fill in all mandatory fields with the desired data. Click on the button "Save".
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The notification pop-up appears. Click on the button "Yes" to save changes.
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A root cause with new data will be saved.
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A root cause can be deleted. Scroll to the page and click on the delete button (trash icon) to remove the desired root cause.
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The notification pop-up appears. Click on the button "Yes" to delete the root cause.
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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.
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Click on the Loss causes widget to proceed to the main page.
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Click on details (lens icon) on the desired loss cause to proceed to the detail page.
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Select the tab "Loss types".
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Click on the button "Change root cause" to open the pop-up.
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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".
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The notification pop-up appears. Click on the button "Yes" to move all losses to selected loss type.
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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.
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Click on the Loss causes widget to proceed to the main page.
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Click on details (lens icon) on the desired loss cause to proceed to the detail page.
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Select the tab "Methods".
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Click on the button "Add method" to open the pop-up.
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In the pop-up, click on the select to open a drop-down menu and select the desired method. Click on the button "Save".
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A newly added method will appear in the tab table.
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A method can be deleted. Click on the delete button (trash icon) to remove the desired method from root cause.
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The notification pop-up appears. Click on the button "Yes" to delete the method.
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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.
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Click on the Loss causes widget to proceed to the main page.
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Click on details (lens icon) on the desired loss cause to proceed to the detail page.
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Select the tab "Tools".
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Click on the button "Add tool" to open the pop-up.
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In the pop-up, click on the select to open a drop-down menu and select the desired tool. Click on the button "Save".
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A newly added tool will appear in the tab table.
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A tool can be removed from loss cause. Click on the delete button (trash icon) to remove the desired tool.
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The notification pop-up appears. Click on the button "Yes" to remove the tool.
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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.
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Click on the Loss causes widget to proceed to the main page.
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Click on details (lens icon) on the desired loss cause to proceed to the detail page.
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Select the tab "KPI".
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To add a new KPI click on the button "Add KPI" to open a pop-up.
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Click on the pop-up select to open a drop-down menu. Select the desired KPI and click on the button "Save".
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The notification pop-up appears. Click on the button "Yes" to add the following KPI to this root cause.
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A KPI will appear in the tab table.
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A KPI can be deleted. Scroll to the page and click on the delete button (trash icon) to remove the desired KPI.
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The notification pop-up appears. Click on the button "Yes" to remove the KPI from the root cause.
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A KPI will disappear from the tab table.