April 28, 2020 | Mark Paradies

You Need to Learn About the NEW Causal Factor Worksheets

New Causal Factor Worksheets

There are four NEW Causal Factor Worksheets that are the new, primary way to define Causal Factors before you start your root cause analysis. We have tested these sheets and found they help new users quickly get up to speed identifying ALL the Causal Factors on their SnapCharT®. Plus, they help experienced users make sure they don’t leave a Causal Factor out.

There is a Causal Factor Worksheet for:

  1. Safety-related incidents.
  2. Quality-related incidents.
  3. Equipment failure-related incidents.
  4. Patient Safety-related incidents.

Sample Causal Factor Worksheet

Here is the Worksheet for an Incident that involves a safety issue…

Copyright © 2020 by System Improvements, Inc. Used by Permission.

Note that it starts with the Incident (the worst consequence). It then highlights the Hazard (source of energy) and Target – this comes from the practice of performing a Safeguard Analysis as part of an investigation. The worksheet then goes on to identify opportunities to eliminate or reduce the Hazard and identify failed Safeguards. It does this without having to perform a separate Safeguard Analysis.

We find (by testing) that this does a better job of identifying Safeguards than any of our previously taught methods. Also, it is a faster technique to learn and we find that new users are more confident identifying Causal Factors than they were in the past.

Learn How To Use The New Causal Factor Worksheets

Of course, these worksheets are now a standard part of our 2-Day TapRooT® Root Cause Analysis Training and our 5-Day TapRooT® Advanced Root Cause Analysis Team Leader Training. But, if you have already attended one of our TapRooT® Courses, you can attend a webinar where you will receive PDFs of all the worksheets and be taught how to use them. Get more information about the webinar by CLICKING HERE.

We highly recommend one of these webinars for Certified TapRooT® Instructors who did not attend the 2020 Global TapRooT® Summit where instructors were updated on these new tools.

Courses & Training, Human Performance, Root Cause Analysis Tips
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