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Root cause analysis report template

Use this form to analyze and determine the exact cause of a problem or accident on the job site.

A root cause analysis is an investigative process that helps you analyze and determine the exact cause of a problem or accident on the job site that slows down or stops your project’s workflow and productivity.

Whether it’s a single incident or a recurring problem adversely affecting your operations, the root cause analysis report template walks you through all the information you need to collect for an accurate and thorough analysis of the issue, then drills down to determine its cause and help you to eliminate it from your workplace.

What information do you need to analyze root causes?

After describing the background issue and its impact on operations, the root cause analysis report template will prompt you to collect specific information surrounding the problem, including possible contributing factors, personnel involved and their responses, and information and communication chains. If required, photo evidence can be attached to corroborate and verify information.

Collecting these facts will help you analyze what went wrong and find out exactly why. Once the cause is identified, the template leads you to recommend solutions to the problem and mark out strategies to prevent it from recurring.

Who uses a root cause analysis, and why?

A root cause analysis gives project and safety managers full visibility into what factors are currently causing problems, inefficiencies, or even dangers on the job site. By collecting a variety of information from multiple sources, including employees associated with the project, managers will be able to easily trace and map out causes and effects normally obscured on complex job sites.

With the full picture provided by the root cause analysis report template, a project manager can quickly get to the bottom of things, provide updates to everyone involved, and recommend actionable solutions for urgent issues.

Why use a mobile app for root cause analysis?

A root cause analysis is a complex undertaking, especially in construction or engineering projects. The amount of information can quickly overwhelm any safety or project manager still relying on paper, which is prone to errors, hard to keep track of, and slow to circulate.

Overcome these challenges by adopting a paper-free, digital process. With a complete list of pre-selected categories to guide you, a root cause analysis app prevents errors and saves you time. And with real-time updates, no one is left out of the loop.

Get to the bottom of things. Download the free PDF.

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What is Fulcrum?

Organizations worldwide trust Fulcrum’s SaaS-based data collection platform to capture and share reliable information about field activities, much faster than paper or other digital solutions. Standardized, easily customized, and well-integrated data collection delivers improved clarity for decision-making and better productivity for lower costs.

Standardize data collection
Digitally transform your processes with a single platform that increases productivity, improves data quality across all use cases, and securely delivers real-time data.
Customize collection processes
Easily adapt to changing requirements with drag-and-drop app modification, full customization and extension capabilities, customizable reporting and alerting.
Streamline two-way integration
Expand the reach and usefulness of your data with best-in-class integration with Esri ArcGIS, real-time, two-way integration with any application, and built-in integration with email, SMS, and more.
Jim Metz - speeds things up, adhering to safety sop

Jim Metz

Vice President of Safety
FM Sylvan
Fulcrum speeds things up. It was almost instantaneous. It allows accountability for people running the job to see what their guys are doing to make sure they’re adhering to safety policies.
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Aaron Vanover - catch more issues

Aaron Vanover

Manager of Quality Assurance and Quality Control
Halton Company
Using Fulcrum, Halton Company’s quality control team provides richer, better documented support, enabling them to catch more issues.
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Daniel Stepner - easy to use, customer service

Daniel Stepner

Senior Consultant
I have used many programs for field asset inspections. Fulcrum has been the easiest to set up, use in the field, and update. The service provided by the Fulcrum team has been top-rate.
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James Watts - safety once you close the loop from action to insight

James Watts

Director of Health and Safety
Snavely Forest Products and Weekes Forest Products
Fulcrum helps us improve processes and make our work environment safer by streamlining inspections, surfacing inspection-related insights, and managing follow-up actions. Once you close the loop from action to insight to further action, the possibilities are limitless.
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Gavin Kelley - training period short, same data whether junior/senior collector

Gavin Kelley

Senior Software Developer
Tilson Tech
It is so easy to use that our training period is greatly shortened. Data quality is very important to us so it can’t be overly complicated. We still get the same data quality regardless if it is a junior or senior data collector.
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