Edit Root Cause Analysis Fields

Background

In the Company level Admin tool, you can manage custom values for Hazard, Contributing Condition, and Contributing Behavior fields. Once configured, team members can select these tailored values when creating an Observation or Incident. This allows your organization to align data collection with internal safety policies or specific regulatory compliance requirements.

Things to Consider

  • Required Permissions

  • Additional Information:

    • If a value is currently in use on an existing observation or incident, it cannot be deleted from the 'Root Cause Analysis' page.

    • Important! You can only edit custom root cause analysis fields that have been added by your organization. Default system fields cannot be edited, but they can be deactivated.

Steps

  1. Navigate to the Company level Admin tool.

  2. Under 'Company Settings' in the sidebar, click Root Cause Analysis.

To Edit a Root Cause Analysis Field

  1. Click directly into the field name you want to edit.

  2. Type your desired changes.

  3. Press Enter on your keyboard or click outside of the text box to automatically save your changes.

To Toggle a Field Between Active and Inactive

  1. Locate the field or entire category you want to update.

  2. Click the toggle Icon Toggle On PfcpON or Icon Toggle Off PfcpOFF next to the field name to change its status:

    • Turn Toggle Off: This deactivates the field. An inactive field can no longer be selected by team members at the project level.

    • Turn Toggle On: This activates the field, making it immediately available for team members to select.

See Also