A Unified Modern Analysis Experience Across EasyRCA
Modern Analysis Tree Everywhere
• Every analysis now opens in the modern tree editor. The older tree view has been retired, so opening an analysis from the RCAs page, home page, a task, a template, or a shared report link all take you to the same faster, more capable editing experience.
Streamlined RCA Workflows with New Copy, Template, and AI Enhancements
Duplicate an Analysis
• You can now make a full copy of any analysis straight from the RCAs list. Choose “Make a Copy” from the analysis’s menu to get a ready-to-edit duplicate — named “Copy of [original]” — so you can reuse a completed RCA as a starting point without rebuilding it.
Filter the RCAs Page by Template
• You can now filter your analyses by the template they were created from, making it faster to find related RCAs.
Enhanced Easy Assistant Experience and Report Reliability
• When you start a new analysis, you can now choose whether the EasyAI builds a first-draft tree for you or you begin from a blank canvas, with a quick tooltip explaining the option before you decide.
• The Easy Assistant chat now opens with suggested starter prompts, such as “Where should I start?” and “Coach me on the PROACT methodology,” so it’s clear how to begin.
A More Intuitive Analysis Experience: New Panels, File Captions, and AI Updates
File Captions
• You can now add and edit captions on any file attached to your analysis. Captions show up in the tree and carry through to your exported Word and PDF reports, so supporting evidence is clearly labeled for anyone reviewing the analysis.
Redesigned Analysis Side Panels
• The timeline, notes, files, and tasks panels now share one consistent layout, so they all look and behave the same way.
• A toggle button is now always visible on the edge of the screen to open or close the panel, and the Event Details panel opens automatically when you load an analysis making important information much easier to find.
• Smoother panel animations make opening and closing panels feel cleaner.
Meet Easy Assistant: Your AI Copilot for Root Cause Analysis
Easy Assistant (Beta)
• Meet Easy Assistant, a new AI helper built right into your analysis. Ask it questions in plain language, get help using EasyRCA and the RCA methodology, and receive suggestions for building out your analysis — all from a conversational side panel.
• Easy Assistant understands what you’re working on. It recognizes your active analysis type, follows PROACT terminology and node structure, suggests the right next steps for that method, and won’t declare a root cause before the analysis is complete.
• Available on PROACT, 5 Whys, and Fishbone analyses. Easy Assistant is in beta and can make mistakes, so please double-check its responses.
• This feature is currently in beta. If you’d like early access, please contact your Customer Success rep.
Redesigned Templates Page
A refreshed Templates experience makes it easier to browse and start an analysis from a template, with templates organized by category and subcategory for faster discovery.
AI-Assisted RCA Creation Gets Faster, Smarter, and More Reliable
AI-Assisted RCA Creation on the Home Page
The AI-assisted RCA creation flow is now featured at the top of the home page, so users can kick off an analysis instantly without hunting for the button.
Redesigned RCA Creation, Smarter Toolbars, and System-Wide UX Improvements
New RCA Creation Wizard
A fully redesigned wizard for creating new analyses is now live, featuring three modes: AI Assisted (upload files and let AI generate your tree), Manual (step-by-step form with Analysis Type, Event Information, Equipment, Custom Fields, Costs, and Team), and Blank Analysis (launch a blank tree instantly with your preferred methodology).
Node Toolbar
Node action buttons have been moved into a clean toolbar, making them easier to find and click. The toolbar includes AI actions (Suggest, Turbo, Causal Analysis), node type, visibility, true/false, verify, attachments, tasks, and a three-dot menu — with tooltips on hover.
