The TapRooT® Technical Support team is excited to announce our new Version 5.2.1 of the TapRooT® System Software. We’ve heard from you and have implemented many new features you’ve suggested.
Here is a list of the enhancements made in this release:
- New Windows 8 support.
- New Required fields clearly identified and verified prior to saving the investigation.
- New Existing TapRooT® database is backed up prior to software upgrade.
- New Investigation import verifies the investigation to be imported was created with the same version of the TapRooT® software.
- Improved software scroll navigation.
- Custom Details fields expand automatically when a large amount of text is entered.
- Corrective Action Editor allows you to assign departments and individuals to specific steps of the Corrective Action process (Implementation, Verification, Validation).
- Root Cause Tree Analysis comments appear to the left of the name.
- SnapCharT® window adjusts to display objects after being previously minimized.
- Enhanced password encryption.
- Updated Corrective Action Helper links.
- Improved Excel export functionality.
- Improved Location and Classification management.
- Start menu shortcut renamed.
- Minimized the number of pop-up windows required to save documents.
- New Locations and Classifications added if none exist prior to upgrade.
- New Ability to easily import sample cases.
TapRooT® Single Users can download the software from http://www.taproot.com/ts5download.
You will use the same username and password you used to initially download the software.
If you no longer have this information, you can email firstname.lastname@example.org to obtain it.
Don’t have the TapRooT® software yet? Click here to learn more.
We just released our new 5.2.0 software and the left-side menu has been overhauled into a more intuitive, easier to use interface as shown below:
To help you get better acquainted with this new interface I’d like to provide you a breakout of each menu item and any sub-menus items that may be available.
- Create New
- Open Recent
Search & Trend
- Search All
- Investigation/Audit List
- Corrective Action List
- Root Cause Distribution
- New Export Data to Excel
- New Top 10 Root Causes
- New Count of Investigations
- New Cost of Investigations
- New Pareto Chart
- New Process Behavior Chart
- Manage Documents
- Open Recent
- Create New
- Root Cause Tree®
- Change Analysis
- Corrective Action
- Table of Contents
- TapRooT® Website
- About TapRooT®
- Database Backup/Restore
- User Management
- System Lists
- New Attachment Folders
- Custom Details Fields
- System Setup
- Numbering Scheme
- E-Signature Confirmations
- Email Setup
- Email Test
- Email Notification
- Optional Techniques
- Edit Equifactor®
- Performance Factor Groups
- Change Analysis Headings
- System Reports
There you have it: A quick look at the new interface of TapRooT® Software Version 5.2.0.
If you have any questions, feel free to drop us a line at email@example.com or by calling us at 865-539-2139
We are excited to announce the release of the TapRooT® Version 220.127.116.11 Single User and Web Enterprise software. This new version of the TapRooT® software introduces a number of enhancements to help you become more efficient using the software. Below you see a screenshot of the updated interface and a list of software features and enhancements.
- Buttons moved to top of window for easier navigation
- New Search function
- Improved User Interface.
- Enhanced Custom Details fields.
- New Attachments section
- Custom Attachment folders.
- Drag and Drop attachments between folders.
- Easily view all attachments.
- Team Member Section Improved
- Team Member permissions can be set to Full Access or View Only.
- New Team Member search function added.
- Added “Estimated Cost’ field for Trending purposes.
- New Required fields identified by asterisk.
- Enhanced Help Menu navigation.
- New Left Menu
- Reorganized for easier navigation.
- Dynamic menu based on the user’s permissions.
- New Unique Home and Exit buttons.
- New TapRooT® logo links to the Home page.
- New Double click on Investigation to open.
- Sub-menu items expand dynamically.
NEW Search & Trend
- New Pareto Charts
- New Top 10 Root Causes
- New Process Behavior Chart
- New Export Data to Excel
- New Count of Investigations
- New Cost of Investigations
- New Sample cases added to drop down list.
- Enhanced navigation.
- Improved user interface.
- Search capability added.
- User authorization menu removed.
- Simplified User permission configuration.
- Additional support for Foreign Language Operating Systems and Languages.
- The ‘<’ character can be used when creating system hierarchies.
- Improved encryption.
The TapRooT® Technical Support team is happy to announce the release of the Version 18.104.22.168 Hotfix for the Single User and Web Enterprise Software. This release includes the following updates:
- The SnapChartT® Date/Time box accepts values between 12:00 and 12:59 AM when the software is configured in 12 hour mode.
- Near Root Causes with Corrective Actions assigned to them are now appearing on the Investigation Report and Corrective Action Report.
- After chart has been saved, the date field appears on the SnapCharT® objects.
- UserImport.xls correctly imports user First Name and Last Name fields.
- Corrective Actions are now showing up on the Corrective Action Summary By Causal Factor Report when there is no Corrective Action Number set.
TapRooT® Single Users can download the software from http://www.taproot.com/ts5download You will use the same username and password you used to initially download the software.
**NOTE** If you no longer have that information, you can email firstname.lastname@example.org to obtain the necessary login credentials.
TapRooT® Enterprise users can email email@example.com for software update instructions.
Collaboration on an incident investigation can be simplified by knowing how to export your investigation and import it into another machine. This allows team members to continue to work the investigation without having to recreate data. It also aids in the creation of a single unified investigation to present to management.
Let’s look at how this is done in the TapRooT® software:
Exporting the Investigation
Starting from your Quick Launch Menu (Main Screen), select the investigation you wish to export and press the [OPEN] button which takes you to the 7 step process screen.
From here, select the [Open Investigation Info] button to enter the investigation editor.
On the bottom right side of the window, press the [Export] button to initiate the export process.
Name the file, select where you want it saved, and press the [SAVE] button to export your investigation.
**All TapRooT Investigations are stored as XML files with a .tx5 extension.
Importing the Investigation
To import an investigation, select Activities-Import-Audit/Investigation from the left side menu to bring up the Import Investigation/Audit File window.
Press the [Browse] button and navigate to the location of the investigation you are importing, highlight the file and press [Open] and then [OK] to complete the process. You will receive a dialog box that indicates the investigation has imported successfully.
Many of you have asked us if the TapRooT® software will work in Windows 7. The answer is yes! Our Version 5 software is officially supported in Windows 7. This week I want to walk you through the steps required to install the TapRooT® software on a Windows 7 machine.
In order to install in Windows 7, the first thing you need to do is disable the User Account Control(UAC) prior to installation. The steps to do this are listed below:
Disabling User Account Control (UAC)
Go to the Start Orb and in the search box type ‘msconfig’ and press [Enter] on your keyboard. When the window comes up select the ‘Tools’ tab.
Select Change UAC Settings and press [Launch] to open the User Account Control Settings screen.
Move the slider to the bottom and press [OK]. Press [OK] again to close the MSCONFIG window.
Restart your machine to finalize this change. Once your machine has been restarted, you are ready to proceed.
To begin the software installation, double click on the TSS icon located in the folder where it was saved.
The installer will extract the files to a temporary location and begin the installation process.
After the TapRooT® files have installed, you are presented with a dialog box asking for the serial number you were provided when the software was purchased.
Enter the serial number and press [OK] to continue to the database portion of the software installation.
During this part of the installation you are presented with several dialog boxes like the one shown below:
Follow the instructions on each screen to proceed through the installation
**NOTE** DO NOT close any windows until the TapRooT® software opens. Once the software is completely installed, the TapRooT® application will open and you are ready to start your investigation.
If you are unable to successfully install the TapRooT® software, please send us an email or call Technical Support at 865-539-2139.
When you attend one of the TapRooT® courses, your instructor introduces you to the 7-step TapRooT® systematic process for finding the real root causes of problems so you can solve them once and for all. During your training, your instructor will also introduce you to our TapRooT® System software as a tool to facilitate the investigation or audit and determine what corrective actions need to be implemented. I’d like to discuss three areas where the use of the TapRooT® software saves you time: Centralization of data, Email Notifications, and the Copy/Paste Feature.
1. Centralization of Data:
Typically when conducting a root cause analysis investigation or audit, you will need to collect various pieces of documentation including items such as eyewitness statements and photographic evidence. If this is a large-scale investigation, the amount of work necessary to collect and organize the data can be cumbersome and difficult to organize. The TapRooT® software provides you a central repository to store documents and can be assigned to particular investigations. When you use the centralized data store, you are more efficient in conducting your investigation and tracking what documentation you have and what documentation you still require to complete your investigation.
2. Email Notifications:
The TapRooT® software also saves you time is the inclusion of a robust email notification system. This notification system is highly customizable and allows you to create unique notifications for various investigation events. This ensures that all team members stay aware of the investigation status. The notification system can also be used to inform users of their responsibilities regarding Corrective Actions. As each step of a Corrective Action is completed, the software will automatically notify the team member responsible for the next step.
3. Copy and Paste Feature:
During your investigation process, you will need to determine the root cause for any causal factors you identified. The TapRooT® software includes an electronic version of the Root Cause Dictionary which provides you the ability to copy and paste definitions straight into your investigations instead of manually entering them. These definitions help guide management through the reason behind selecting certain events as causal factors in your investigation.
In conclusion, these time-saving tips are just a sample of the unique ways using the TapRooT® software can save you time when conducting your investigation. We would love to hear how the TapRooT® software saves you time! Leave a comment below or send me an email to share how the TapRooT® software helps save your organization time when conducting an investigation.
Ready to learn more about TapRooT® System Software? Register for the TapRooT® Software Super Users/Administrators track, (2012 TapRooT® Global Summit, February 29 – March 2, 2012, Las Vegas, Nevada) or Getting the Most from Your TapRooT® Software, (Pre-Summit course, February 27 and 28, 2012).
During the course of your investigations, I’m sure you’ve often found that you need to add custom fields. Custom Fields can be defined as any specific piece of data that is required to be entered in every investigation or audit. The TapRooT® Software Details/Attachments section in the lower right area of the Investigation Editor screen provides you with the ability to add attachments and custom details to your investigation.
The software includes two default details fields: Current Conditions and Immediate Corrective Actions, both of which are defined as ‘Text’ data types. Both the field description and data type can be edited and additional types can be created.
Let’s walk through creating a new Custom Field called “Images” which will contain photos from the investigation. The first step is to navigate to the left side menu and select Admin-Setup-Custom Details Fields where you will be presented with the Customize Fields screen.
At this point we want to press the [Add] button and fill in the fields with the information we want to use for our “Images” custom field:
Field Description: Images
Sort Order: 300
NOTE: This field is a numerical value that allows you to determine the order that custom fields appear in the drop-down menu. The software lists fields sequentially based on Sort Order value. I advise setting your Sort Values in increments of 100 to accommodate any future additional custom fields.
Data Type: Binary(Attachment)
We also want select the Investigation/Audit and Submission checkboxes and press the [Save] button to complete the process.
Congratulations! The Customize Fields screen now reflects our newly created custom field. This custom field is now available for future investigations and audits.
You can repeat this process for as many custom fields as you would like. If you have any questions, please feel free contact Technical Support via email or call 865-539-2139.
Software users: plan now to attend the exclusive 2-day “Getting the Most from Your TapRooT® Software” course held in Las Vegas, Nevada, February 27-28, 2012 right before the Global TapRooT® Summit. Learn more on the Summit website.
Steve Raycraft is a member of the TapRooT® Tech Support Team.
I’d like to clarify the reason some of our users are experiencing ‘The ConnectionString property has not been initialized’ error when trying to open the TapRooT® Single-User Version 5 software.
This is typically caused by Microsoft SQLExpress 2005 not installing correctly during the installation of the TapRooT® Single-User Software. The TapRooT® software installation is composed of two parts. The first part is the installation of the TapRooT® software specific files. Once those files are installed, a few ‘command’ windows will pop up asking the user to press any key and the MS SQLExpress 2005 installation portion on the installation will initiate.
You will be prompted to ‘Press any key’ twice during this process. During the database installation, there will be a window that will open in the background indicating that the software has finished installing and you can press the [Close] button to complete the installation. You do NOT want to press that button yet. That message indicates that only the TapRooT® files have been installed.
Once the TapRooT® files AND MS SQLExpress 2005 have been successfully installed and configured, the software will automatically open. At this point it is now safe to press the [Close] button to complete the TapRooT® installation.
Steve Raycraft joined System Improvements in 2007 and is part of the TapRooT® Technical Support Team.
The new web-based version of TapRooT® software utilizes a completely rewritten SnapCharT tool. As a result, there is a script that needs to run the first time you open the tool that adds your internal URL as a trusted site. However, on machines with Internet Explorer 8 installed, that action needs to be performed manually. We have an article that details how to do that and it can be found here
With Windows 7 now available and is fully supported with out TapRooT® Version 5 software.
This week we are going to look at the TapRooT® Knowledge Base.
My name is Steve Raycraft and I am the lead Technical Support Agent here at System Improvements. I will be your guide through this journey today.
Let’s start by giving the address to the SI Knowledge Base: http://www.taproot.com/support.
On this site you can see that the page has several sections. I’ll go over each one in this article. Let’s start with the Search Box.
From here you can search for articles that contain the text shown on an error you may be receiving or you can search for a particular subject such as how to export an incident. This is probably the easiest way to find what you are looking for on our Knowledge Base.
If you are anything like me and want to type as little as possible, the next sections will be of great value to you. The first is View Articles by Category.
Here we find the articles grouped together primarily based on the version of the software. There are also a couple articles relating to database management that can be found in this section.
Next stop on our journey is the Featured Articles section. Well, this will be a VERY short stop as this section is currently never updated.
Going down a little further on our Knowledge Base journey, we find my favorite section, the Most Popular Articles area. Here is where you will find issues that are common to most of our clients. As you can see from the screenshot, the top two issues are ‘How Do I Install…Vista?’ and How…Remove the TapRooT® Software?’
Wait a minute! Let me suggest that you don’t uninstall our software! In all seriousness though, I understand why this is so high on the list. Uninstalling our software and getting a machine ready to reinstall the software is a little more complex than just removing it from Add/Remove Programs. This article details how to completely remove the software so you can re-install a fresh copy if you need to. Only two more sections left to discuss.
This section is pretty self-explanatory. Here you will find the most recently added or updated articles that are in our Knowledge Base. Currently articles are added or updated on a as-needed basis so this list may not change frequently.
Last, but not least on our journey, we find the Most Popular Searches section. Here you will find what other TapRooT® users are searching for. You may find that may other users are looking for the same thing as you and you can use these links to take you to the article you are needing information about.
Well there you have it! I hope that you found your journey through the System Improvements Knowledge Base page useful.
The Knowledge Base is very dynamic and if you see something on there that is incorrect or if there is a specific article you would like me to add, send an email to steve(at)taproot.com and I’ll see if we can get that quickly addressed for you.
“Have you seen our new support section? We are currently working on support articles for the TapRooT® System Software Version 5 and we want to hear from you! Tell us what type of articles you would like to see on the Knowledge Base. Would you rather see dry, picture-less articles with just the text detailing how to do something or do you want to see lots of screenshots for each step? We value our clients’ suggestions and want to provide you with a useful and informative Knowledge Base in case things go wrong or you have a question. You can send your requests to version5@taproot(dot)com”
Ever been out in the field working an investigation and find that you are unsure how to share the data you entered with your co-workers? Well let me direct you to our NEW support site that will answer that question as well as many other common questions our users have regarding the TapRooT® System Software.
Bookmark this site and use it as your first line of defense for any problems or questions you may have!
With version 5.1 looming on the horizon, I thought it would be advantageous to re-visit the topic of combining databases in the TapRooT® System Software. The most important part of this is that you MUST have a multi user license(workgroup or enterprise) in order to receive support for any issues you may have with this.
Read on for instructions on how to export and import your incidents into a centralized database!