Conformance - Root Cause Analysis

Introduction

The Conformance – Root cause analysis dashboard supports you to determine the specific root causes of deviations from the desired process.

What is root cause analysis?

Root cause analysis can be used to analyze the behavior of cases, in particular unwanted behavior.

In the Conformance – Root cause analysis dashboard you can compare the occurrence of cases with a certain behavior relatively to a reference set of cases. The set of Reference cases is defined based on the Case end and Case status filters. Within this set of cases, you can select the behavior that you want to analyze. For example, cases with a certain tag. This selection is called the Selected cases.

Conformance - Root Cause Analysis dashboard

The Conformance - Root cause analysis dashboard enables you to compare a set of cases selected by using a specific filter setting with the reference set of cases that is defined by the Case end and Case status filters. For the attribute selected in the dashboard a comparison of the absolute and relative frequency of the attribute value within the selected cases and the reference cases is displayed.

Influence

The Influence is the deviation from the Reference %. The Reference % is calculated as the percentage of Selected cases in the Reference cases. A large deviation from the Reference % indicates a possible high influence on the selection.

Note: It is possible to select multiple attributes for the root cause analysis. See also Working with Charts.

Performing root cause analysis

To perform a root cause analysis first define what you want to analyze. Then add user filters to define the Selected cases for the analysis. See animation below for an example root cause analysis based on tag Multiple finale checks done.

In the above example, 22% of the Reference cases have the Tag Multiple finale checks done. Cases that show a large deviation from the Reference % of 22% indicate a possible high influence. In the example, 46% of the cases with Case type Preferred supplier have the Tag Multiple finale checks done. This deviation of +24% indicates a possible influence and you may want to analyze these type of cases to prevent the occurrence of this tag in the future.

Display detail information

Follow this step to display detail information on the root cause analysis.

Step	Action
1	Click on the Information icon in the upper-right corner of the Conformance - Root cause analysis dashboard.

A popup window is displayed containing detailed information on the data actually displayed in the Conformance - Root cause analysis dashboard. See illustration below.