Filter Dashboard by Facility (Location)
You may now filter the Dashboard by location to view status of analyses and tasks at a particular location.
Enhanced RCA Wizard
The RCA Wizard has been improved to make the workflow easier when beginning an RCA. You now have the option on the 1st step to choose PROACT, 5-Why, Fishbone or use a Template. Now costs can be added in the Wizard as well.
Capability to jump straight to the analysis from the Tasks detail in the Dashboard
If you want to review the analysis with upcoming or overdue tasks, now it is easier to quickly navigate there.
Capability to see invitations sent in the Organization tab
If a user has received an invitation but not activated their account, they will appear in the Organization tab with an ‘Invited’ badge. You may also resend their invitation email from here.
Download a CSV
Download a CSV of all open tasks. Allows for further data manipulation and analysis. Also makes it easy to integrate this data with other systems if needed.
New Dashboard Enhancements
Easily track the progress of your RCA program with a simple view displaying how many analyses have been created, worked on and completed within a given time period.
Track action items quickly in the dashboard. See totals of outstanding/overdue action items. Drill down to see details such as responsible person, due date, and more.
Improved Root Cause and Corrective Action Display in the Report
It is easier to see root causes and their associated corrective actions all in one glance.
Report – Root Causes and Findings
We’ve made it easier to include all the findings and additional details related to root causes and contributing factors in the report.
Report Enhancements
The RCA report is now easier to edit and easier to share. Users have 3 options to share the report:
- Share the URL with anyone so they can view the full details of the report.
- Download the report to PDF
- Copy and Paste all of the text from the report onto your clipboard and paste into MS WORD or the document editor of your choice.