Author Archives: Shaun Baker

Technically Speaking – Adding Analysis Comments to Reports

Posted: August 24th, 2017 in Software, Technical Support, Technically Speaking

This week in Technically Speaking we want to introduce an update to the TapRooT® VI software. Users can now add Analysis Comments to their custom report builder! View the PDF below to get the full scoop!

If you are unable to view the copy of this information to store locally on your computer, click on the link below the document to download the white paper to your machine.

 

Technically Speaking is a weekly series that highlights various aspects of the TapRooT® VI software and occasionally includes a little Help Desk humor. Remember, just because it’s technical, doesn’t mean it has to be complicated!

Technically Speaking – July Customer Satisfaction Survey Prize Winner

Posted: August 3rd, 2017 in Software, Technical Support, Technically Speaking

Here at System Improvements, customer satisfaction is very important to us. We strive to ensure our customers’ questions are treated in a timely and efficient manner.

This is so important to us that it’s actually part of our Technical Support Mission Statement:

To provide timely, courteous and effective technical support to System Improvements staff and all TapRooT® customers, achieving customer satisfaction and process efficiency.

In order to ensure we are providing great service, we have implemented a new customer satisfaction rating system, where our customers can rate their experience with our Support Team. The feedback has been extremely valuable to us.

As a thank you to all our customers who take the time to fill out a Survey, all respondents are entered into a monthly drawing to win a TapRooT® polo shirt.
Everyone, congratulate Craig Gauvreau from Keep Safe Consulting as the polo shirt winner for the month of July!

Technically Speaking – Help Desk Humor

Posted: July 20th, 2017 in Software, Technical Support, Technically Speaking

Are you or the company you work for still using version 5 of the TapRooT® software? Why not modernize and try TapRooT® VI?  If you are interested in switching, please visit http://www.taproot.com/store/TapRooTVI.html to purchase your subscription today!

Technically Speaking is a weekly series that highlights various aspects of the TapRooT® VI software and occasionally includes a little Help Desk humor.

Remember, just because it’s technical, it doesn’t mean it has to be complicated!

Technically Speaking – June Customer Satisfaction Survey Prize Winner

Posted: July 6th, 2017 in Software, Technical Support, Technically Speaking

Here at System Improvements, customer satisfaction is very important to us. We strive to ensure our customers’ questions are treated in a timely and efficient manner.

This is so important to us that it’s actually part of our Technical Support Mission Statement:

To provide timely, courteous and effective technical support to System Improvements staff and all TapRooT® customers, achieving customer satisfaction and process efficiency.

In order to ensure we are providing great service, we have implemented a new customer satisfaction rating system, where our customers can rate their experience with our Support Team. The feedback has been extremely valuable to us.

As a thank you to all our customers who take the time to fill out a Survey, all respondents are entered into a monthly drawing to win a TapRooT® polo shirt.
Everyone, congratulate Joseph Szwarek, Asst Director of EH&S of Halliburton as the polo shirt winner for the month of June!

Technically Speaking – Customizing TapRooT® VI with a Company Logo

Posted: June 15th, 2017 in Software, Technical Support, Technically Speaking

This week in Technically Speaking we are going to go over adding custom company banners to the TapRooT® VI website as well as, adding them to the custom reports page. Let’s start by adding the company logo to the web page.  This is added in the Admin section. From the Home page, click on the Admin tab.

Now, this takes us to the My Settings page.  On the left side of the page, you will see Company Profile link to click on.

The company profile page is where you configure the company details, site settings and upload the company related logos. At the bottom of this page, you will find the Upload company related logos section.

In this section, you will see Banner Logo Report Logo. Once uploaded the logo will always appear in the upper right-hand corner of the page. The report logo will show on all reports created with the report builder and all reports templates.  Let’s upload a banner logo first. Click on the Choose File button. This will bring up a windows file explorer page(shown in the picture below). Locate the image and select the open button on the bottom right corner.

Once the open button is selected, you should notice that the name of the file chosen will appear in the banner logo box.

You can now hit Apply Changes as shown above for the changes to take effect.  The page will refresh and the logo you uploaded will be in the top right of the screen next to the username that is logged into the system.

This image can be changed, removed, or previewed by going to the same section Upload company related logos.

Now that the company logo is on the web page, let’s move on to the report banner. Go back to the Upload company related logos section and select choose file next to Report Logo. This will be the same process as the Banner Logo we did before. Select Choose File and open the image you wish to see on the reports.  Select Apply Changes at the bottom and you will now see that you are able to Change, Remove, or Preview both the banner logo and the report logo.

Now we can open an investigation and build a report with the company logo on our customized report.

This makes both the website and reports unique to the company. This is just a couple of many customizable features offered in the TapRooT® VI software! Please stay tuned each week for more Technically Speaking blogs and videos highlighting the features in the software each week!

Technically Speaking is a weekly series that highlights various aspects of the TapRooT® VI software and occasionally includes a little Help Desk humor. Remember, just because it’s technical, doesn’t mean it has to be complicated!

 

 

 

Technically Speaking – May Customer Satisfaction Survey Prize Winner

Posted: June 1st, 2017 in Software, Technical Support, Technically Speaking

Here at System Improvements, customer satisfaction is very important to us. We strive to ensure our customers’ questions are treated in a timely and efficient manner.

This is so important to us that it’s actually part of our Technical Support Mission Statement:

To provide timely, courteous and effective technical support to System Improvements staff and all TapRooT® customers, achieving customer satisfaction and process efficiency.

In order to ensure we are providing great service, we have implemented a new customer satisfaction rating system, where our customers can rate their experience with our Support Team. The feedback has been extremely valuable to us.

As a thank you to all our customers who take the time to fill out a Survey, all respondents are entered into a monthly drawing to win a TapRooT® polo shirt.
Everyone, congratulate Phillip Cart from Halliburton as the polo shirt winner for the month of May!

Technically Speaking – Help Desk Humor

Posted: April 27th, 2017 in TapRooT, Technical Support, Technically Speaking, Training

New to the TapRooT® VI software? Don’t fear, Webinar Wednesdays are here! Yes, it’s Thursday BUT it’s always a good practice to plan ahead!

Webinar Wednesday occurs the fourth Wednesday of every month!  If you have been trained in TapRooT®, and want to optimize your investigations, join us. Every month we will be offering a software-specific webinar to give you more practice with basic investigations and show you the ins and outs of our dynamic root cause analysis software.

Get the most out of your investment.
 What you need to know: 
  • When: Webinar Wednesdays occur the fourth Wednesday of every month
  • Time: 2:00-3:30pm Eastern Time
  • Length: 90 minutes
  • Price: $195 per seat
  • Prerequisite: This webinar is intended for TapRooT® users only. Registration is subject to validation that you have had formal TapRooT® training.

Interested? REGISTER HERE FOR WEBINAR WEDNESDAY MAY 24th, 2017.

Technically Speaking is a weekly series that highlights various aspects of the TapRooT® VI software and occasionally includes a little Help Desk humor.

Remember, just because it’s technical, doesn’t mean it has to be complicated!

Technically Speaking – TapRooT® VI Deletion Feature

Posted: February 9th, 2017 in Software, Technical Support, Technically Speaking

Hello TapRooT® users! Check out this weeks video highlighting the new TapRooT® VI deletion feature. This feature is already there and ready to use! So, after the video, log in and check it out for yourself!

Technically Speaking is a weekly series that highlights various aspects of the TapRooT® VI software and occasionally includes a little Help Desk humor.

Remember, just because it’s technical, it doesn’t mean it has to be complicated!

Technically Speaking – December Customer Satisfaction Survey Prize Winner

Posted: January 5th, 2017 in Software, Technical Support, Technically Speaking

Here at System Improvements, customer satisfaction is very important to us. We strive to ensure our customers’ questions are treated in a timely and efficient manner.

This is so important to us that it’s actually part of our Technical Support Mission Statement:

To provide timely, courteous and effective technical support to System Improvements staff and all TapRooT® customers, achieving customer satisfaction and process efficiency.

In order to ensure we are providing great service, we have implemented a new customer satisfaction rating system, where our customers can rate their experience with our Support Team. The feedback has been extremely valuable to us.

As a thank you to all our customers who take the time to fill out a Survey, all respondents are entered into a monthly drawing to win a TapRooT® polo shirt.
Everyone, congratulate Corey Buffett from Ledcor Site Services Ltd as the polo shirt winner for the month of December!

Technically Speaking – October Customer Satisfaction Survey Prize Winner

Posted: November 3rd, 2016 in Technical Support, Technically Speaking

Here at System Improvements, customer satisfaction is very important to us. We strive to ensure our customers’ questions are treated in a timely and efficient manner.

This is so important to us that it’s actually part of our Technical Support Mission Statement:

To provide timely, courteous and effective technical support to System Improvements staff and all TapRooT® customers, achieving customer satisfaction and process efficiency.

In order to ensure we are providing great service, we have implemented a new customer satisfaction rating system, where our customers can rate their experience with our Support Team. The feedback has been extremely valuable to us.

As a thank you to all our customers who take the time to fill out a Survey, all respondents are entered into a monthly drawing to win a TapRooT® polo shirt.

Everyone, congratulate Peti Singletary from Entergy as the polo shirt winner for the month of October!

Technically Speaking – Building a Management Presentation without PowerPoint

Posted: September 29th, 2016 in Software, Technical Support, Technically Speaking

This week in Technically Speaking, we will look at building a management report straight from report builder in TapRooT® VI. In the older version of TapRooT® 5, if you needed to make a presentation for an investigation there were a lot of extra steps that needed to be taken to accomplish this. For example, after the investigation was finished, you could go to the 7th step, and select the Investigation Report link. You could then view the investigation report, causal factor report, and so on. Then, if you needed to make a presentation for these reports, they needed to be exported and then powerpoint needed to be opened and screenshots needed to be taken, then posted in powerpoint just to make a presentation. Well, now that’s all in the past.

For the start of our management report, we can add company information as well as, details about our incident. As you can see below, we get the company information from the “Header” section pointed out by the top arrow. This information can be added or taken away by simply checking/un-checking the boxes in the “Header” section pointed out  in the example. Below the company information, we have the incident details pointed out by the second arrow. As you can see, the details section provides the name, date, time, location, classification, and investigation number of the incident.  Also, if this is an environmental incident, which is what this incident was, you can add in that information as well. This is outlined by the third arrow.

 

28-09-2016-02-52-36

Next, we need some visual images for our report. Having visual images is a very important because it helps the audience picture the problem that occurred. In the picture provided below, notice how we have provided a picture of our equipment that failed along with a picture of the end result of the failure. With these pictures and a brief verbal description of what happened, we have provided an easy but detailed image for our audience.
28-09-2016-11-07-32

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Now that we have given the audience a nice visual of the cause of the incident, we need to include the sequence of events that led up to our incident. We can take a SnapCap of the sequence of the events, include a causal factor straight from the SnapCharT® and put them directly onto our report. (If you need a refresher on this feature please refer to our blog post titled Technically Speaking- What is a SnapCap?)

29-09-2016-02-59-14

 

 

 

The last thing we need to look at for our management report is adding tables. You are able to add tables of the root causes that contributed to the causal factors that were found. Next, add a table of generic causes along with the action plan being put in place that would potentially fix the issue at hand in the future.  The picture below shows the tables that will be listed on the final report.

 

29-09-2016-02-42-55

 

Now, we have a complete report ready to preview. To do so, go back to the investigation, select the [Report] tab, and then select the link to the report. This report is named Management report, so this is the one selected. After this is selected, a .PDF will be generated. This .PDF can either be downloaded to the machine and saved or printed out.

28-09-2016-11-53-12

 

 

 

 

 

 

 

 

 

 

 

 

 

Provided below is a .PDF link to the final report created.

[gview file=”http://www.taproot.com/content/wp-content/uploads/2016/09/Management-Report.pdf”]

Report builder is such an important feature that comes with the TapRooT® VI software.  There is no more need to use third party software to generate management reports or presentations.  Just complete the investigation, gather the details and facts, then simply drag and drop into the report builder and you are good to go!

 

Technically Speaking is a weekly series that highlights various aspects of the TapRooT® VI software and occasionally includes a little Help Desk humor.

Remember, just because it’s technical, doesn’t mean it has to be complicated!

 

 

 

 

Technically Speaking – Helpdesk Humor

Posted: August 18th, 2016 in Software, Technical Support, Technically Speaking

Human errors happen! Help stop future accidents by signing up for a TapRooT® training course today! Click this link to view all the upcoming courses.

Technically Speaking is a weekly series that highlights our TapRooT® VI software and occasionally includes a little Help Desk humor.
Remember, just because it’s technical, doesn’t mean it has to be complicated!

Technically Speaking – Announcing the 2016 Global TapRooT® Summit App

Posted: July 27th, 2016 in Software, Technical Support, Technically Speaking

Attention all TapRooT® Global Summit attendees! This year for the Summit, we are implementing a downloadable mobile event App! The mobile App is compatible with your Apple or Android device! With this mobile event APP you will have all the summit information including:

– A Complete Summit Schedule
– Hotel maps
– Information on our Keynote Speakers
– Access to the TapRooT® Twitter and Facebook feeds

You also can make your own custom schedule and add reminders for each event!

To get started:

1. CLICK HERE from your Android or Apple device to download the APP
(If you are on your computer, it will take you to a page to text yourself a download link)

2. Once installed, open Guidebook and create a free login (if you do not already have one)

3. Tap ENTER PASSPHRASE and enter taproot2016

4. This will bring up our 2016 Global TapRooT® Summit event guide. Tap GET THIS GUIDE or DOWNLOAD GUIDE

If there are any questions about the mobile app or anything TapRooT® please feel free to locate members of our tech team located outside the Navarro Ballroom!

Technically Speaking is a weekly series that highlights our TapRooT® VI software and occasionally includes a little Help Desk humor.

Remember, just because it’s technical, doesn’t mean it has to be complicated!

Technically Speaking – What is a SnapCap?

Posted: June 9th, 2016 in Software, Technical Support, Technically Speaking

We’re back and ready to show off some new features of TapRooT® VI!

If you have been around the TapRooT® block for awhile, then you should know your way around a SnapCharT®. The SnapCharT® is the meat and potatoes of the TapRooT® software and it just got a whole new makeover! The designers here at System Improvements, Inc. thought long and hard on what features they could integrate into the software to make you, the user, a more intuitive SnapCharT®. Now, it is my job to present and guide you through a new feature called SnapCap®.

This new feature is pretty simple but yet packs a big punch when it comes to presentation time. With SnapCap® you can capture a portion of a SnapCharT® and save it to the attachment folder in the software. From the attachments folder, the captured images can be downloaded straight to the computer. This is helpful when a powerpoint presentation needs to be put together. Simply download the image, choose where to save the image on the local computer and put the image straight into a powerpoint slide.

In a recent blog post named Introduction to Report Builder for TapRooT® VI, we briefly mentioned using SnapCap®. With this feature, the user is able to include an important part of the SnapCharT® straight onto the report. For example, if a user wants to place a SnapCap® of the events and causal factors leading up to an incident, they can simply drag and drop the image on the report. Now, let’s take a closer look at this feature from start to finish.

When the SnapCharT® is open, notice that it looks a lot different. Just like a lot of web pages, notice the toolbar at the top. On the toolbar, locate the camera icon in the upper right-hand corner of the screen as shown in the picture below. 

datachart

 

Once the camera has been selected, it will go into capture mode. This brings up a picture of the whole SnapCharT® that was created. For a larger SnapCharT®, you can use the scroll bars to move the page up, down, left and right to locate the section of the SnapCharT® that needs to be captured.

Capturepage

From this page, click to drag to capture an image of the SnapCharT®. The image can be as big or small as you want, so they can capture exactly they want to include in the SnapCap®.  As seen in the image below, we have captured conditions, events, causal factors, and broken safeguards. Notice after the certain conditions, events, causal factors and broken safeguards have been selected, that there is a camera and a red X at the bottom of the screen.

Capturecamera

If the user is not happy with the SnapCap taken, they can select the redX icon and it will trash the image and a new image can be captured. Once the user gets a SnapCap® they are pleased with, clicking the camera the program will prompt them to name and save the image as seen below.

Capturesave

There will be a couple of options here when naming the SnapCap®. By selecting the SnapCap name option, the user can name the image that suits it best. If they choose Common Type, they can choose a more generic name from the options given in the drop box. Once saved and the user is done with the SnapCap feature, they can click the blue button in the top left- hand corner “Exit from Capture Mode” and this will take the user back to the SnapCharT®.

Now, as mentioned earlier, once the SnapCap® is saved it goes to the attachments section located in the investigation. The user can get here by minimizing the SnapCharT® page and clicking on the Attachments  tab as shown below.  As you may notice, the user has used two common names and a unique name to label the SnapCaps.  Also, from this page, the user has the options to download the SnapCap to the local machine by clicking the   icon or the user can delete the SnapCap from the investigation by clicking on the redXicon.

Attachmentstab

If the user wishes to save the SnapCap to their machine, they can simply click the arrow icon and they will be prompted to Open, Save, or Cancel this request at the bottom of the screen. If the user would like to save the file to a specific location they should choose Save as. This will bring up the File Explorer page, where they choose the specific file of their choice. In the image below, the user has chosen to save their SnapCap in the Saved Pictures folder. Now that the SnapCap is saved to the computer, these can be shared, or added to a PowerPoint.

filesave

So in this article, we have gone over what SnapCap has to offer and also how to utilize SnapCap within your own investigation. Snapcap is just one of the many new features TapRooT® VI has to offer and still plenty more to come! So now that we see what SnapCap has offer, it’s your turn to go use this feature and make your investigations stand out from the rest!

 

Technically Speaking is a weekly series that highlights various aspects of our Version 5 software, introduces you to the upcoming TapRooT® VI release and occasionally includes a little Help Desk humor

Remember, just because it’s technical, doesn’t mean it has to be complicated!

 

 

 

 

Technically Speaking – Customer Satisfaction Survey Prize Winner

Posted: May 3rd, 2016 in Software, Technical Support, Technically Speaking

Here at System Improvements, customer satisfaction is very important to us. We strive to ensure our customers’ questions are treated in a timely and efficient manner.

This is so important to us that it’s actually part of our Technical Support Mission Statement:

To provide timely, courteous and effective technical support to System Improvements staff and all TapRooT® customers, achieving customer satisfaction and process efficiency.

In order to ensure we are providing great service, we have implemented a new customer satisfaction rating system, where our customers can rate their experience with our Support Team. The initial feedback has been extremely valuable to us.

As a thank you to all our customers who take the time to fill out a Survey, all respondents are entered into a monthly drawing to win a TapRooT® polo shirt.

Everyone, congratulate Rob Mendoza from Tidewater as the polo shirt winner for the month of April!

Technically Speaking – Helpdesk Humor

Posted: March 31st, 2016 in Software, Technical Support, Technically Speaking

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Looks like this guy needs a brush up on his Safeguards Analysis. Go to our website www.taproot.com/courses and find the perfect refresher course for you!

Also, do not forget about the Global TapRooT® Summit in SanAntonio, Texas, August 1 – 5, 2016!

 

Technically Speaking is a weekly series that highlights various aspects of our Version 5 software, introduces you to the upcoming TapRooT® VI release and occasionally includes a little Help Desk humor.

Remember, just because it’s technical, doesn’t mean it has to be complicated!

Technically Speaking – Migrating the TapRooT® Software to a New Machine

Posted: February 25th, 2016 in Software, Technical Support, Technically Speaking

So, it has been a busy year for the company and to say the least, the company has had a few incidents. With incidents comes incident investigation, with incident investigations comes TapRooT® software! You have used this software so much that it has become another part of you. Then something out of the blue happens, maybe a blessing? You have been informed by the I.T. department that the company is doing a computer upgrade! Wait. No. All this time, all these investigations! How will the TapRooT® software transfer to the new computer without losing data? Well, there is great news, the TapRooT® software has just a few simple steps to make a potential disaster, a major success.

If you have been following our blog, you may have watched the video “Technically Speaking – Backing up a TapRooT® Database“. This is critical! So if you have not watched this video, we advise taking the time to do so.

The first step we need to take is to make a copy of the database that will need to be transferred to the new machine.

  • Open the TapRooT® software
  • Select the Admin tab and choose Database Backup / Restore.

When you choose this option you will then notice a screen indicating that to use this utility all users need to be logged out of the application to prevent data loss. Press ok and the software will automatically shut down, so it’s best practice to make sure that all previous work has been saved.

Now, the Database Backup / Restore box will appear.

  • Select the Backup Existing Database radio button.

radio button

After this is selected, notice the Browse for Folder box appears. This is where the backup file will be stored. We recommend saving this backup file to the desktop so there will not be a need to scrummage through other files.

  • Click on Desktop and select OK

Once the file is saved to the desktop, notice how the software named the file looks something like this     TapRooTv5Backup_201342495924.bak .  The numbers represent the date and the time in which the file was saved. This is a default in the software and be changed once saved to the desktop if need be.

We will now need to copy the .bak file to a flask drive or a shared network drive so we can access the file from the new machine.  Once the file has been transferred or copied to the new machine, we will now need to run the v532SU_TapRooT_Installer.exe file to install the TapRooT® software.

Once we have successfully installed the TapRooT® software, we will need to do a Restore Existing Database Backup.

  • Open the TapRooT® software.
  • Go the Admin tab.
  • Select Database Backup / Restore.
  • Select Restore Existing Database Backup.
  • Select the Desktop folder and choose the .bak file that was saved earlier.

We should now be able to open the TapRooT® software and see that all our investigations are where they should be. This may seem like a daunting process at first, but TapRooT® has made this an easy and stress free which everyone needs once in a while in their life.

 

Technically Speaking is a weekly series that highlights various aspects of our Version 5 software, introduces you to the upcoming TapRooT® VI release and occasionally includes a little Help Desk humor.

Remember, just because it’s technical, doesn’t mean it has to be complicated!

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