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.
Major UI Update: Groups, Settings Redesign & Workflow Enhancements
New Groups Management Table
Admins can now create and manage user groups directly from the app. The new Groups table lets you create groups, add or remove members, assign group admin status, and delete groups — all through a consistent table and flyout interface that matches the rest of the admin settings experience.
Redesigned Settings Pages
The Custom Fields, Assets, and Integrations settings pages have all been rebuilt with a modern table and flyout design. Custom Fields now displays a clean table with dedicated flyouts for adding, editing, and deleting fields. The Assets page features an updated upload form and reorganized FAQ layout. The Integrations page gives a clear overview of all configured webhooks (RCA, Task, New Tree, and New User) and Power BI integration, with easy copy-URL and test mode controls.
Task Links Now Navigate Directly to the Task
Clicking a task link anywhere in the app — from My Tasks, the Tasks page, or email reminders — now opens the analysis tree with the side panel focused directly on that task. No more searching for the right node.
New Features: Enhanced RCA Management and User Experience
Completed RCAs are Now Read-Only
Once an RCA is marked as completed, the analysis tree locks automatically to prevent accidental changes. Node text, types, and data become non-editable, and AI features are disabled. Users can still update the RCA status and completion date, reposition nodes, and toggle node visibility.
Select an Entire Branch at Once
You can now double-click any node to instantly select it and all of its descendant nodes. Use Ctrl/Cmd + double-click to add a whole subtree to an existing selection — making it easy to move, reorganize, or delete entire branches in one action.
Analysis Wizard Title Now Auto-Populates the Event Node
When creating a new RCA, the title entered in the Event Information step is automatically used as the event node’s text. No more typing the same thing twice.
Sign In with Okta
Okta users can now sign in directly from the login page using a dedicated “Sign in with Okta” button. It automatically routes you to your organization’s Okta login page based on your email domain.
New Analysis Tree Improvements
- There is now a toggle in the header dropdown menu to switch between Legacy and V2 Trees. Switching while viewing an RCA will redirect you to the same analysis in the other version.
- Return and Tab keyboard shortcuts now work like the legacy tree: while editing node text, Return creates a new child node and Tab creates a new sibling node.
- New button to download a screenshot of a V2 tree.
- Added buttons to adjust node text size.
- Color change for Contributing Factor nodes.
- All node types marked as untrue now display with a grayscale appearance.
- Connection edges now have a selected appearance.
- Selecting multiple nodes (cmd/ctrl + click) and pressing Delete will always prompt a confirmation dialog.
- The deletion confirmation modal now shows the number of child nodes and a count of notes, files, and tasks that would be removed.
- Hovering over the three dots on a hidden node shows a tooltip with information about that node.
- Side panel tasks, notes, and images are now ordered oldest (top) → newest (bottom).
- Fit to Screen now works when there are hidden nodes.
