Add a finding and root cause analysis for a safety inspection

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Record a finding based on the survey results for a safety inspection and perform a root cause analysis (RCA) for it.

    Vorbereitungen

    Role required: sn_hs_rm.safety_inspection_manager or sn_hs_rm.safety_inspection_writer

    Warum und wann dieser Vorgang ausgeführt wird

    Inspection agents can also create actions for specific questions while completing a smart assessment or survey from the mobile app. When an agent creates an action for a question, the system also generates a related finding record based on the response. For more information, see the following:

    Prozedur

    1. Navigate to Workspaces > Health and Safety Workspace.
    2. Select the risk management icon (Risk assessment icon).
    3. In the Inspections list, select All and open an inspection record to add a finding.
    4. In the Findings and RCA tab, select New.
      Any findings created for specific questions while completing the smart assessment or survey through the mobile app also appear in this tab.
    5. On the form, fill in the fields.
      1. In the Hazard field, select a risk for the finding to define the risk present.
      2. In the Potential consequence and Potential likelihood fields, define a consequence and likelihood of the finding to understand its impact.
      3. In the Incident field, select the related safety incident, if an incident is caused by this finding.
    6. Select Save.
      The 5Whys RCA and ICAM RCA tabs appear.
    7. Wahlweise: In the 5Whys RCA tab, select New to perform an RCA using the Five whys technique of root cause analysis.
      1. In the Problem field, enter the problem statement.
      2. To identify the precise one underlying reason, ask why to each of the subsequent responses and enter in Why? fields.
      3. In the Root cause field, enter the answer to the last Why.
      4. Select Save.
    8. Wahlweise: In the ICAM RCA tab, select New to perform an RCA using the ICAM (Incident Cause Analysis Method) root cause analysis technique.
      1. Using the form's questions, determine the contributing factors to the finding.
      2. In the Key learnings (Identify the root cause) field, identify the underlying root causes that led to the finding.
    9. Wahlweise: If necessary, add more findings for the safety inspection.

    Nächste Maßnahme

    Add actions for each finding to ensure that any issues are prevented or corrected. For more information, see Add an action for a safety inspection or audit.