Category: Software

Technically Speaking – TapRooT® VI Attachments & Reports

August 9th, 2018 by

We’ve had a couple questions lately about adding attachments to a report so I thought a video detailing the process wpuld be beneficial to our users.

Technically Speaking – Adding Team Members

July 26th, 2018 by

While using the TapRooT® VI software you may have noticed the Team Members Tab in your taproot6.com account or the Sharing Tab if your company is using the Enterprise edition. You can use this feature to add the name of any Team Members that are helping on the investigation.

View the PDF below to learn how to add these Team Members.

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!

Integrating TapRooT® with Enablon EHS Software

June 22nd, 2018 by

As TapRooT® professional Benna Dortch says, “In today’s busy world, we get so much more done if we work seamlessly together.”

TapRooT®’s partnership with Enablon, the world’s leading provider of sustainability, EHS, and operational risk management software, is a great example of seamless collaboration through software integration and implementation, achieved by the technology teams of both companies.

Earlier this month, TapRooT® was recognized as Enablon’s Technology Partner of the Year, awarded to “the partner with innovative technological solutions that has successfully integrated its solutions with the Enablon platform to increase value for Enablon clients.” Take a further look at Enablon and the Enablon Excellence Awards in the below article.

5 Companies Recognized for Excellence at SPF EMEA 2018

In this Facebook Live session, you will learn more about global leader Enablon and what it does, and the interface between Enablon and TapRooT®.

Integrating TapRooT® with Enablon EHS Software from TapRooT® Root Cause Analysis on Vimeo.

TapRooT® is the best method for performing investigations and doing root cause analysis. TapRooT® Training Courses are designed to further your professional development and help you in your investigations and corrective actions. We’re happy to come to your workplace to teach your team onsite, just let us know or call us: 865.539.2139.

Save the date for our upcoming 2019 Global TapRooT® Summit, March 11-15, 2019, in the Houston, Texas, area at La Torretta Lake Resort.

Join TapRooT® today at noon EST for Facebook Live!

June 20th, 2018 by

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Join TapRooT® professionals Benna Dortch and Ken Reed today at noon EST for a Facebook Live discussion: Integrating TapRooT® with Enablon EHS Software. Earlier this month, TapRooT® was recognized as Enablon’s Technology Partner of the Year, awarded to the partner with innovative technological solutions that has successfully integrated its solutions with the Enablon platform to increase value for Enablon clients. Take a further look at Enablon and the Enablon Excellence Awards in the below article.

5 Companies Recognized for Excellence at SPF EMEA 2018

TapRooT® offers root cause analysis software, training, and consulting globally. The TapRooT® software guides users through the incident investigation process with ease. The company’s solutions are used by leading companies  to investigate and fix the root causes of all types of mission-critical problems.

As always, please feel free to chime in on this Wednesday discussion in real time. Or, leave a comment and we’ll get back to you.

Here’s how to join us for Facebook Live:

Where? https://www.facebook.com/RCATapRooT/

When? Today, Wednesday, June 20

What Time? Noon Eastern | 11:00 a.m. Central | 10:00 a.m. Mountain | 9:00 a.m. Pacific

TapRooT® is the best method for performing investigations and doing root cause analysis. TapRooT® Training Courses are designed to further your professional development and help you in your investigations and corrective actions. We’re happy to come to your workplace to teach your team onsite, just let us know or call us: 865.539.2139.

Save the date for our upcoming 2019 Global TapRooT® Summit, March 11-15, 2019, in the Houston, Texas, area at La Torretta Lake Resort.

Technically Speaking – Where to find the Corrective Action Helper In the TapRooT® VI software

June 14th, 2018 by

This week in Technically speaking we wanted to put up a refresher article on the corrective action helper within the TapRooT® VI software. The Corrective Action Helper might look a little different in version VI but it’s not far off from the previous version 5 software.

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!

TapRooT® wins Technology Partner of the Year

June 7th, 2018 by

TapRooT® Root Cause Analysis Software is used by leading companies around the world.

Ken Reed and Dan Verlinde are attending 2018 SPF EMEA 2018 in Paris, France this week where TapRooT® was recognized as Technology Partner of the Year. TapRooT® Software is developed to manage, measure and report TapRooT® Root Cause Analysis investigations.  We’re very proud to be part of an exceptional team of people who are committed to excellence in everything they do.

Learn more about the award here.

Learn about why TapRooT® Root Cause Analysis Software is the best choice here.

Sustainable Performance Forum (SPF) Americas 2018: Chicago, IL

June 4th, 2018 by

Are you attending the 2018 SPF EMEA 2018 in Chicago, IL on June 18 – 20? If so, stop by our booth and say “Hello” to Angie Comer & Barb Carr. They will be answering any questions you have about TapRooT® and what it can do for you.

The first 500 visitors will receive a special prize, so don’t miss out on your free gift! Stop by early to increase your chances in receiving a prize.

Barb Carr will also be presenting a joint demonstration of the Enablon-TapRooT® Root Cause Analysis Software interface with David Rocha (Enablon).

Exhibition Dates and Hours:

Tuesday, June 19th:
8:00 am – 5:30 pm (CDT)

Wednesday, June 20th:
8:00 am – 5:30 pm (CDT)

 

Technically Speaking – Dashboards in TapRooT® VI

June 1st, 2018 by

The Dashboard has a new look with the 6.4 release. Let’s take a look at this new look.

In the screenshot below, we can configure and add/remove the TapRooT® widgets we want on our Dashboard in the TapRooT® software to improve our visibility and bring light to common trends in your organization.  There are 25 widgets available in the latest version of TapRooT® VI.

 

**NOTE Dashboards rely on your Classifications and Locations list.  Make sure these lists reflect how you want the Dashboards to appear.

Below you can see a filter which lets you choose Date Ranges, specific Locations, or Classifications.

This lets you magnify specific areas or step back for a broad view of your organization.

 

Dashboards can be displayed in many different layouts:

Tables (as shown above)

Line Charts

Pie Charts

Pareto Charts

Horizontal & Vertical Bar Charts

Contact us about getting TapRooT® VI Enterprise for your company!

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!

Let us host your TapRooT® VI software!

May 24th, 2018 by

Let us take the burden off your company and manage your TapRooT® VI software with our hosting services.

  • We upgrade you to the latest versions, no hassle
  • 3 websites (Prod, Test, and Training)
  • Data Backups and security protection
  • High availability server with 99.9% uptime
  • Https ensures extra layers of security
  • Disaster rollover to another city in the event of a natural disaster
  • 24/7 onsite security and secured access to climate controlled facility
  • SAE 16 Soc type II certification
  • Live US support Monday through Friday
  • Multi-Device and browser support (Firefox, IE, Safari, Chrome)
  • No client-side installations required

Please reach out to us at sales@taproot.com or support@taproot.com to get started!

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!

Why is TapRooT® Root Cause Analysis Software the Best Choice?

May 23rd, 2018 by

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If you are looking for the best root cause analysis software, here are some things to consider:

  1. How the software works is important, but the root cause analysis system that the software uses is probably THE MOST IMPORTANT part of picking your software. No matter how well a bad root cause tool is implemented in software … it is still a bad root cause analysis tool. Therefore, you should look for a world-class root cause analysis tool.
  2. It’s all in the cloud, baby! The days of software just working on one operating system are over. Now your software should be cloud-based and available on a multitude of devices. Mac or PC, laptop or tablet, even phones should be supported.
  3. Able to connect with other software. Does the software play well with others? The root cause analysis software should be able to connect with other ESHQ (Environment, Safety, Health, Quality), human resource, or performance monitoring systems.
  4. Custom reports. Reports the way that you and your management want them. Easy to develop and save. No special software required.
  5. Trends. Advanced trending techniques that help you measure and predict performance.

Sounds great. But where can you find these features? The TapRooT® Version VI Software (of course).

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First, the TapRooT® VI Software is based on the world-class TapRooT® Root Cause Analysis System. If you don’t know why TapRooT® stands head and shoulders above other root cause systems, you should attend our 5-Day TapRooT® Advanced Root Cause Analysis Team Leader Training and find out. Learn to use SnapCharT® to investigate what happened and organize your evidence. Use Equifactor® to troubleshoot equipment failures. Use Safeguard Analysis to find all the Causal Factors. Use the Root Cause Tree® to find the real, fixable causes of human performance and equipment issues. and use the Corrective Action Helper® Module to develop effective fixes.

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Second, TapRooT® VI Software is cloud-based. You can subscribe as an individual; you can host the TapRooT® VI Software on your network; or we can host the software for your whole company. TapRooT® VI is device independent. Mac, tablet, smartphone. No problem. CONTACT US for more information.

Third, TapRooT® VI Software has an API. This allows easy connections to other software. Talk to our IT guys to find out more. Call 865-357-0080 or CLICK HERE.

Fourth, need a custom report? No problem when you are using TapRooT® VI Software. Have a look at this link to get some ideas … http://www.taproot.com/?s=custom+report.

Fifth, we have been teaching advanced trending techniques for 20 years and they are built into the TapRooT® VI Software. Here’s a short video on exporting trending data to Excel.

But there is more to consider when picking your root cause analysis software. Consider this:

How good is the training?

How good is the software support?

TapRooT® Training is highly rated by students around the world. See samples of what they have to say HERE.

What abut our software support? Outstanding! Our knowledgeable support staff is happy to help you figure things out.

Want more information about TapRooT® VI Software? Let’s do an online demo. CONTACT US to learn more.

Technically Speaking – Helpdesk Humor

May 21st, 2018 by

Would you consider this a good Safeguard? Of course not! Thinking of implementing new safeguards at the company you work for? Get some great ideas at one of our upcoming TapRooT® training courses. Take a look at your next course here.

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 – April Customer Satisfaction Survey Winner

May 4th, 2018 by

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, let’s congratulate the user, Brent Ross, from AECI as the winner for the month of April!

Technically Speaking – TapRooT®VI Password Security

April 26th, 2018 by

With the latest release of the TapRooT® VI software comes new password security updates. One of the security updates is an account feature lockout where after 5 unsuccessful login attempts. If this happens you will receive a message as in the image below.

If you do receive this message, follow these steps to reset your password.

  • Click “Forgot User Name or Password?”
  • Enter your Email Address

You will then be sent an email with information about your User Name and a link to reset your password. This leads us to the next security update, you cannot reuse your old password.

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: TapRooT® VI Updates Are Here!

April 13th, 2018 by

System Improvements Inc. is excited to announce the new updates to TapRooT® VI.

Version 6.4.2. enhancements include:

HOW TO GET THE UPDATE

Are you an Enterprise License owner with TapRooT® hosting the software for you?

Great news! The update is already on your TEST site. Contact support@taproot.com when you are ready to schedule the updates to your PRODUCTION site.

Are you an Enterprise License owner that hosts the software in your network?

Contact sales@taproot.com to make sure your license is up to date and get access to this software update.

Are you a subscriber to taproot6.com?

The updates are already there and ready to use! Log in to check them out.

Are you interested in getting access to taproot6.com for yourself? 

Click here to purchase

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-TapRooT®VI Foreign Language Update

April 12th, 2018 by

This week in Technically Speaking we want to introduce a new update to the TapRooT® VI software. The software now has multiple foreign languages translation options for Spanish, French, and Portuguese supported by TapRooT® that are available for the Root Cause Tree® and Corrective Action Helper®. Google Translate provides translations for all other software interfaces including over 100 other languages.

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 – March Customer Satisfaction Survey Winner

April 5th, 2018 by

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, let’s congratulate the user, who prefers to stay anonymous, from National Grid as the winner for the month of March!

Technically Speaking – Helpdesk Humor

March 29th, 2018 by

 

Where’s the water? Maybe this Root Cause is “missed required training.” Find out by taking one of our course found HERE.

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 – February Customer Satisfaction Survey Prize Winner

March 15th, 2018 by

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 Gabe Aron from Exelon as the winner for the month of February!

Technically Speaking – Webinar Wednesdays

February 22nd, 2018 by

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 MARCH 28th, 2018.

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 – A look at Report Builder in TapRooT® VI

February 8th, 2018 by

Let’s take a quick look at the Report Builder in TapRooT® VI. We will look at some of the features and elements that can be added to your report in TapRooT® VI and how it can make your reports stand out. But first, I would like to show an example of a finished product then explain how we got the report and help you get an understanding of the different fields for your reports.

PAGE 1

As you can see in the example there are a lot of things that can be shown on the report. The best thing is now you can Customize the report to show what you need it to.  Let’s start at the top of the report with the header. Here you are given the options to display your company’s logo and name, the title of the report and the date created (this is the day that the report is run).

In the report, we can use Visual Elements to make sections of your report stand out from the rest. Visual elements like images can have your report make a statement and show how extensive the incident actually was and make an impact when reporting to management. Through the report builder, you are given the option to insert either a large image or a small image like the one on the report example above. Other elements such as line breaks, lines, and page breaks will help you separate investigation information from other information gathered from Custom Tabs(Click here to learn about creating Custom Tabs).

As you can see we included a SnapCap into our report. Are you asking yourself, what is a SnapCap? A SnapCap is simply a SnapCharT® image capture that allows you to take an image of some part of your SnapCharT®. We included a SnapCap that shows our Sequence of Events in our report, but you are given the option to place other SnapCaps that may have been taken.

PAGE 2

On the second page of our report, we added a table showing our Root Causes and Corrective Actions, grouped by Causal Factor. For your report, you can choose to show each individual fields such as Causal Factors, Root Causes, Generic Causes, Action Plans, and Tasks. Each one of these can be dragged and placed on the report individually in any order, but by choosing to have the table we create an organized view for presenting to the management team.

Other things that can be included in the report are attachments, Investigation Information and any information that was entered into Custom Tabs. Attachments can include pictures of the incident taken during the investigation. Investigation Information includes Name, Incident Date, Incident Time, Location and Classification (and anything else you want to add).

We’ve looked at the different types of information that can be added to your report and items that can make sections of your report stand out. The only thing left to do if for you to construct your own personalized report.

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 – January Customer Satisfaction Survey Prize Winner

February 1st, 2018 by

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 Daren Abbott from Dominion Diamond as the winner for the month of January!

Introducing the 2018 Global TapRooT® Summit Software Track

January 25th, 2018 by

Ken Reed has some exciting news about the TapRooT® Software Track. If you use TapRooT® software or if you investigate accidents and incidents and are interested in what TapRooT® software can do for you, register today!

Is the information you’ve gathered for your investigation in this pile… somewhere?

January 24th, 2018 by

 

Are you frustrated with the amount of paper on your desk related to incidents you are investigating?

Do you spend too much time looking for information you know you have… somewhere.

Are you having a hard time finding the missing pieces to the investigation puzzle that will help you find and fix problems at your facility once and for all?

Then you need TapRooT® software!

TapRooT® Root Cause Analysis software is used by investigators as a central repository for their root cause investigations. The software helps to streamline the process, organize information and save critical data.

Some essential tasks investigators use the software for are to:

  • create SnapCharT®s (a timeline leading to the incident) that are easy to read and re-order as they collect new information.
  • organize evidence collection.
  • run causal factors (mistakes, errors or equipment failures) through the Root Cause Tree® to determine the real root causes.
  • look up questions they may have in the Root Cause Tree® Dictionary.
  • develop fixes with the Corrective Action Helper®.
  • create management reports.

How can you receive a free 3-month subscription to try it for yourself? Sign up for a 2-day TapRooT® course! In the 2-day course, you will learn everything you need to know about how to conduct a TapRooT® Root Cause Analysis Investigation and an opportunity to practice in the software.

“[The course] gave us the opportunity to complete an example event in the software.
Most classes don’t allow you time to learn objectives taught, including software.” ~ A. Garcia

REGISTER for an upcoming course:

Lake Charles, LA, March 6

Lisbon, Portugal, March 8

Sydney, Australia, March 13

Calgary, Canada, March 13

Singapore, March 15

Perth, Australia, March 19

Bogota, Colombia, March 21

Portland, Oregon, March 21

Sao Paulo, Brazil, April 4

 

Technically Speaking – December Customer Satisfaction Survey Prize Winner

January 4th, 2018 by

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 Brian Earle, FortisBC as the winner for the month of December!

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Success Stories

Stopping Future Accidents by Correcting Problems That Did Not Cause The Accidents Being Investigated Submitted by: James Watson, Regional Specialist, System Safety Branch FAA, Alaska Challenge TapRooT® investigation often identify actions and conditions that didn’t cause the actual accident being evaluated but that could be significant and, if not corrected, could combine with other factors …

Investigation Detects Lack of Experience in Experienced Personnel And Leads To Job Simulation To Improve Performance Submitted by: Errol De Freitas Rojas, SHE Coordinator Company: ExxonMobil, Caracus, Venezuela Challenge We investigated a Marine incident where an anchor cable picked up tension during maneuvers and caused a job to be stopped. We needed to find the …

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