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How to Create/Edit Root Cause

Learn about Root Causes

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Written by Jo Bigg
Updated this week

What is a Root Cause and why is it useful to add?

Root causes help you to report on occurrences of an issue, it maybe that you need to know about frequently occurring issues and what the fix was or you may want to find out if a cause is make and model specific.


Getting There

You can add a Root Cause or edit the current list of causes by:

  • Heading to Job Control and editing a Job, this opens the Job Details page.

  • From the Overview tab, click the expand icon in the Multiple Task section.

Once expanded:

  • Find the Root Cause field and click on the Pencil (edit) icon.


Adding a Root Cause

Now that you have opened the editor window

  • Click on the Select Root Cause button.

  • In the new window, click the Add Root Cause button.

  • Here, fill in the necessary details and click Save.

Pro Tip: Create a general "Other" option in case no specific cause applies.

  • You can now select your newly created cause from the list.

    • A list of root causes (e.g. No Fuel or Equipment Failure) can be added to ensure accurate reporting.

    • Root causes can be assigned to tasks to track why issues occurred, providing deeper insight into job outcomes.

  • Click the X (top right) to close the window.

Pro Tip: A Root Cause can be linked to an Equipment

Type and/or a Parent Root Cause.

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