Contents of the Template:
- General Information: Captures foundational details like incident name, date, time, location, and affected departments.
- Incident Description: Provides a space for both a brief summary and a detailed description of the incident.
- Immediate Actions Taken: Documents steps taken immediately after the incident occurred.
- Root Cause Investigation: Dedicated sections for listing potential causes, evidence/findings, and the determined primary root cause.
- Impact Assessment: Allows for detailing the direct and secondary impacts of the incident.
- Recommendations and Preventive Measures: Offers areas to suggest actions or changes and monitor their implementation status.
- Additional Notes and Attachments: Space for any extra information or documents related to the RCA.
- Approval: Sections for the preparer and reviewer’s names and dates.
Why Use This Template:
- Systematic Approach: Provides a clear structure for methodically examining incidents, ensuring nothing is overlooked.
- Enhanced Accountability: By assigning responsibility for recommendations, it encourages proactive measures to address the root causes.
- Improved Consistency: Ensures all incidents are reviewed using a uniform process, making comparisons and trend spotting easier.
- Saves Time: Instead of starting from scratch, users can quickly fill in the provided sections.
Ideal For:
- Organizations seeking a consistent approach to problem-solving and incident evaluation.
- Teams that require clear communication of incidents, their causes, and preventive measures to stakeholders.
- Businesses aiming to reduce future risks by learning from past incidents or issues.
- Individuals in roles such as Quality Assurance, Operations, and Risk Management who frequently analyze anomalies or unexpected outcomes.
