Professional Documents
Culture Documents
Cause Map
Contacts Contact info for people involved with the investigation
CM Steps Cause Map Steps
1. Outline Problem Definition
Project Workbook 2. Cause Map The latest Cause Map in the Investigation
3. Solutions Actions Items Summary (Solutions)
The purpose of this project workbook in Excel is to Photos
organize all information related to this issue.
Notes
Timeline
Process Map
Diagram
Investigation Action Items Investigation Action List (tasks within the investigation)
This Cause Map Project Workbook was created by:
END Items past this tab are earlier versions/info for reference
ThinkReliability Excel Instructions Instructions on using Mircrosoft Excel drawing tools
281-412-7766 office Box Templates Copy boxes from this worksheet as needed
281-412-7761 fax
CM Examples
Additional Tools
- Timeline
- Diagrams/Photos
- Processes
Possible Solutions:
Effect Cause
Evidence:
What Problem(s)
When Date
Time
Different, unusual, unique
Where State, city
Facility, site
Unit, area, equipment
Task being performed
Impact to the Goals
Safety
Environmental
Cust. Service
Production-Schedule
Property, Equip, Mtls
Labor, Time
This incident $0
Frequency
Annualized
AND
Why? Possible Solutions:
OR
Effect Cause
Cause
Start with the Goals (in red) that have been impacted. Evidence:
Read the map to the right by asking Why questions.
Safety Goal
Impacted
Environmental
Goal
Impacted
Customer Goal
Impacted
Production
Goal
Impacted
Property
Goal
Impacted
Labor
Goal
Impacted
3. Solutions
Corrective Actions to be taken from this Incident that are Causally Related
NOTE: Since solutions control specific causes, every action item (solution) should correspond to a cause
from the Cause Map. This provides continuity in the analysis. Every cause on the Cause Map does not
need to be solved. Only those causes with action items (solutions) are listed in this table.
Photos
YES
Process
NO
Diagram
Use the drawing tools to add any
diagram to this worksheet.
Investigation Action List
This tab is used to track specific information gathering or support tasks for the investigation.
The Solutions tab will capture the action items that are selected by the investigation team
No. Action Item Owner Date Created Due Date Status Completed
1
2
3
4
5
6
6. Sizing Boxes
The dots in the corners and on the sides of the boxes can be dragged with the mouse to make the box smaller or larger. The boxes
can also be sized by right clicking on the box to create the hashed line border, then double clicking the hashed line border with the left
mouse button to pull up a format box. Under the Size tab, you can set exact vertical and horizontal dimensions. Several boxes can
be sized at the same time by selecting multiple boxes.
7. Moving Boxes
To move a box click on the border so that it becomes dotted, hold down the left mouse button and drag the box to the desired
location. Once the box has a dotted border, it can also be moved by using the arrows on the keyboard.
9. Copying Boxes
To copy a box the border must be dotted. See Tip #5 above.
9-1. Click on the Edit menu, and choose Copy. Then click on the Edit menu and choose Paste.
9-3. Right click directly on the box border and select Copy from the drop down menu. Then right click again and select Paste.
Connect cause boxes by clicking and holding the left mouse button at the beginning connection point then moving the cursor to the
ending connection point and releasing the mouse. The connector end is red when it is connected to a box and green when it is not
connected. The green end can be dragged to an object.
Cause X NO
Cause
Cause W
Evidence:
Process Step
Effect
AND
AND
Cause
Effect A
Cause X
Evidence:
Cause with 2 Separate Connectors
EX: X and Y are both required to cause B, but
AND only X is required for A
Cause Produces Two Effects
Cause X
EX: One cause has two separate effects Effect B Cause Y
Effect A
Cause X
Cause X
Effect
AND
Cause X
Cause Effect B
Effect C AND
Effect Cause Y
Cause Z
Cause Map Examples
Knife Slipped
Method of
Finger in Path
Holding Tomato
Object fell
Person in path
Heat
Applied stress
AND Applied stress
Fire
exceeded
Fracture AND
allowable
strength
Fuel
Allowable
strength
AND
Oxygen
Average of 3200
call minutes per AND
$500 was taken hour Demand
?
out