TapRooT v5.3 Software Quick Start Guide

TapRooT® v5.
3 Software Quick Start Guide
TapRooT® Technical Support:

Monday – Friday: 8:00am – 5:30pm EST
Phone: (865) 539-2139
Email: techsupport@taproot.com
Web: www.taproot.com
Software – Process Relation
Design Based around the “Investigation” and
“Documents”
Investigations and Audits
Main Access to Basic Investigation Information through User
Landing Screen and 7-Step Flow
List of all Incidents Associated with user
Provides Access for Editing, Viewing Investigation or
Associated Documents
Documents
Each technique in the TapRooT® process is a document and
can be independent or associated with an investigation or audit.
©Copyright 2014 System Improvements, Inc Knoxville TN. All Rights Reserved Worldwide. Duplication Prohibited.
1
Accessing Existing Audit/Investigation Data
User can access all investigations or audits directly

from the landing screen by highlighting the
appropriate Investigation/Audit, and selecting the
Open folder button on the Left.
2
Creating a New Investigation
Select the My Investigation/Audits/Create New
/Investigation menu item
This will take you to the Investigation Editor where basic

information can be entered.
3
Investigation Editor
This is the central collection point for

general investigative information and
access to all investigation level reports.
On this editor, there are several items that are considered mandatory and must have data
entered before the investigation can be saved. These are marked with an “*”:
File/Title
Investigation Date
Description (Short description of the occurrence)
Location and Classification
NOTE: Setup of these Location and Classification lists are done through the Admin/System Lists menu item.
4
Investigation Editor
After Entering Investigation Information and Saving, the Investigation/Audit data will be
available through the 7-Step Process Flow through the 7-Step Button.
Once on the 7-Step Process Menu the User Can Create New Documents, Open Existing Documents,
View / Print Reports, and track Completed Steps.
5
SnapCharT ®
Organizing your data
©Copyright 2014 System Improvements, Inc. Knoxville TN. All Rights Reserved Worldwide. Duplication Prohibited.
Creating New SnapCharT®s
Simply click on any of the SnapCharT® Links in the 7-

step flow
This will direct you to a new window where the

SnapCharT® can be created
7
Selecting Shapes
To begin, select a shape from the Create Chart section and

double-click anywhere on the chart
The object can then be moved and resized. Shape

Attributes and additional options can also be chosen
8
Connecting Shapes
To Connect shapes, click and drag from shape to

shape as shown below.
Remember: Inside of one shape, to inside of the second shape. Also always
connect shapes Left to Right, and Top to Bottom. This allows for built in
alignment rules to be utilized.
9
Saving and Associating SnapCharT®s
Select SAVE at the bottom of the screen to save the chart
This will then prompt for a name, version and description

The Version is very important
If Causal Factors are identified on the SnapCharT®
and the user is ready to analyze for root causes
through the Root Cause Tree®, Select the Autumn
Version. This will prompt the application to create Root Cause
Tree®s for use in Step 4.
10
Accessing Existing SnapCharT® Data
Any document that has been created as part of the investigation can be opened
by selecting the appropriate document at the bottom of the 7-Step page
11
Root Cause Tree ®
Finding out “Why”
Root Cause Tree®
Root Cause Tree®s are created for an investigation in two
ways
If the user has added causal factors on the SnapCharT®, during the
saving function of the chart and the Autumn Version is Selected on
the Save Dialog, the Root Cause Tree® is automatically created
13
Root Cause Tree® Functionality
For all nodes except 15 questions

One Click Selects
Second Click Crosses Off
Third Click Removes Selection
For 15 Questions: Click on Question to Cross-Off Click on the Categories to Select
14
Root Cause Tree® Functionality
Root Cause Dictionary Contains the

Definition for that Level of the Root
Cause Tree (Opens the electronic version
of the Dictionary)
Analysis Comment is a Text Field that Can be

Used to Document Thoughts or Comments Report Description is a description of what the
during Analysis root cause means, which can substitute on
some reports if present.
15
Accessing Existing Root Cause Tree® Data
16
Corrective Actions
Building the “Fix”
Creating New Corrective Actions
Simply click on any of the Corrective Action Helper®

Links in the 7-step flow
You will be taken to the Corrective Action Editor
©Copyright 2014 System Improvements, Inc. Knoxville TN. All Rights Reserved Worldwide. Duplication Prohibited. 18
Creating New Corrective Actions
The development of corrective actions is done through the
Corrective Action Editor
This tab gives access to all three portions of the corrective action
including implementation, verification and validation
CA’s can be linked
directly to root causes
Click on the light bulb

to access Corrective Action
Helper®
“!” Warns that the Root Cause

has not been linked to a CA
19
Corrective Actions
Implementation
Includes association of the corrective action to one or more root causes
Defining a number and priority for the corrective action
Adding in the Details of the fix
Assigning a responsible person, department and due date
Verification
Includes a plan for short-term measurement of implementation
Validation
Includes a plan for long-term measurement of effectiveness
20
Corrective Action Editor
User can associate a CA with one or
more root causes found. Simply
check the box to associate.
Implementation section – defines

what should be done, who is
responsible and by when
Verification section – short-term

measure of implementation
Validation section – long-term measure

of effectiveness
SAVE saves the existing action

SAVE AND CREATE NEW saves
the existing action and loads a new
Corrective Action Editor Screen
21
Accessing Existing Corrective Actions Data
22
Accessing Investigation/Audit Reports
Load the standard list of investigation/audit level reports by selecting the
Investigation Reports link on Step 7.
23
Accessing Investigation or Audit Reports
From the Report List, select the report you wish to
generate (click on the report title)
Next Select the VIEW REPORT button and the report
will generate
Each report can be exported by selecting the Export
Button in the Report Window (PDF, Word, Excel)
©Copyright 2014 System Improvements, Inc. Knoxville TN. All Rights Reserved Worldwide. Duplication Prohibited. 24

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TapRooT® v5.

3 Software Quick Start Guide

TapRooT® Technical Support:

User can access all investigations or audits directly

This will take you to the Investigation Editor where basic

This is the central collection point for

Organizing your data

Simply click on any of the SnapCharT® Links in the 7-

This will direct you to a new window where the

To begin, select a shape from the Create Chart section and

The object can then be moved and resized. Shape

To Connect shapes, click and drag from shape to

Select SAVE at the bottom of the screen to save the chart

This will then prompt for a name, version and description

Finding out “Why”

For all nodes except 15 questions

Second Click Crosses Off

Third Click Removes Selection

For 15 Questions: Click on Question to Cross-Off Click on the Categories to Select

Root Cause Dictionary Contains the

Analysis Comment is a Text Field that Can be

Simply click on any of the Corrective Action Helper®

You will be taken to the Corrective Action Editor

Click on the light bulb

“!” Warns that the Root Cause

Implementation section – defines

Verification section – short-term

Validation section – long-term measure

SAVE saves the existing action

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