Analysis and reviews

Root cause analysis

The Root Cause Analysis section summarizes the analysis: the number of causal factors, root causes and corrective actions, and how many are awaiting a review decision. Select Open full view to work on it.

The analysis is built in three levels:

1. Causal factors: what went wrong, with optional background. Each is classified using the case’s methodology, your organization’s root-cause map.
2. Root causes under each causal factor: a statement, details, and where it sits on the map.
3. Corrective actions under each root cause: what will be done about it, with an optional description, assignee, due date, priority and asset.

Use Add causal factor, Add root cause and Propose corrective action to build it up. Rows suggested by Safety Radar’s AI show an AI suggested badge.

If your methodology allows it, you can also record observations: things worth noting that aren’t coded against the map.

Safety Radar provides the ABS Root Cause Map as a starting template. Your organization can copy it or build its own maps in Investigation settings.

Management reviews

Decide on corrective actions

Each proposed corrective action needs a management decision. Select Record decision and choose:

• Accept: creates the action item that tracks the work.
• Reject: give a Reason, which stays on the record.
• Leave pending: the next review picks it up.

You can tie the decision to the meeting where it was made.

Log meetings

The Management Reviews section records every review held on the case, who presided and who was in the room. Select Log meeting and enter the Type (Management review, Calibration review, Kickoff, Closeout or Other), Date and time, Management representative, Notes and Attendees. Attendees can be people in your organization or someone without an account.

Risk Assessment Matrix

The matrix scores the case on your organization’s grid: consequence types down the side (for example asset damage, environmental or human health) and a column for each measure you score them with. Pick a value in each cell from that column’s scale, then select Save.

There’s no single combined score: the matrix shows the value in each cell. Admins set the grid up in Investigation settings. If you see No risk matrix is configured yet, ask an admin to set one up.

Download a PDF

Select Download PDF at the top of the case page for an Investigation report. It includes the case details, narrative, team, linked events, risk matrix, root cause analysis, observations, meetings, and a list of evidence files with their notes. The files themselves and the activity history aren’t included.