Category: Software

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!

Technically Speaking – Helpdesk Humor

December 28th, 2017 by

Special thanks to all the IT professionals who held emergency support sessions from their relatives WiFi over the holidays!  

Happy Holidays and may you find time to rest well in 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 – Happy Holidays

December 21st, 2017 by

Here at TapRooT® Technical Support, we wanted to wish all our clients a Happy Holidays! We will be out of the office Monday and Tuesday but will be back ready to go on Wednesday morning. We are grateful for all our U.S. and global clients and look forward to connecting with you next 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!

5 Reasons Why You Should Attend the Pre-Summit Course: Getting the Most from Your TapRooT® VI Software

December 19th, 2017 by

 

  1. Learn to create your own Custom Tab and Custom Fields. Creating custom tabs and fields is a very powerful feature in the software and this course will go into great detail on how to customize these for your business needs.
  2. Learn to create your own Custom Reports and Report Templates. The TapRooT® VI software does not assume to know exactly what reports you want to see and share with your team members. This course will teach you how to build reports that contain specifically what you want and how to create and share the same templates with other users.
  3. Learn to use the redesigned Optional Techniques. Do you know that the software contains tools and techniques that can help you build better SnapCharT®s and more thoroughly investigate your incidents? This course will show you how to use Safeguard Analysis, Change Analysis, Equifactor® and CHAP.
  4. Learn the Administrative functions available to give your users more options. This course will go into great detail on the new administrative features including Notifications, Maintenance Mode and Custom Equifactor®.
  5. Learn how to use the Trending features to understand where opportunities exist in your business. The new dashboard is customizable and offers hundreds of options to look at root cause, location and classification trends. You will also learn to export custom data to create additional custom reports.

Come join us February 26th and 27th before the Global TapRooT® Summit to get the most from your TapRooT® VI Software!

CLICK HERE to register today.

Software Track at the 2018 Global TapRooT® Summit

December 7th, 2017 by

 

We’re getting closer to the 2018 Summit in our hometown of Knoxville, TN on February 28th -March 2nd (Pre-summit courses February 26th-27th)!

Here’s what you can look forward to in our Software Track sessions:

The TapRooT® Software Sandbox – Dan Verlinde and Angie Comer

In this session, you will have access to the latest TapRooT® VI Software and have an opportunity to navigate throughout the application. You can ask questions and learn tips and tricks from the designer of the software himself!

Instructor Software Updates – Dan Verlinde and Ken Reed

This session is intended for certified TapRooT® Instructors and will provide important updates and information on the software.

What’s New in TapRooT® Software – Dan Verlinde

Learn what’s new in the TapRooT® Software and get a sneak peek at what’s coming soon in 2018!

Building Your Software Incident Report – Dan Verlinde

In this session, you will learn how to create customized reports and templates in the software that you can easily use to effectively share your incident, investigation and audit findings with others.

Software Advisory Board – Dan Verlinde (and Software Advisory Board Members)

A discussion on current software topics will be held in this session with members of the Software Advisory Board.

What is a Trend and How Can You Find Trends in the TapRooT® Data – Chris Vallee

You have invested in TapRooT® and have root cause data, but do you know what the data tells you? Do you know if what you are measuring has changed for the good or the bad? Do you know how to access your trend-able data in your VI Software? Learn what to look for, what needs to be acted on and how to access the data on VI Software.

Best Practices for Sharing Lessons Learned – Pat Fortune

Learn best practices for sharing lessons learned from an experienced TapRooT® Investigator.

Performance Improvement Gap Analysis – TapRooT® Instructor Team

Meet with other TapRooT® users from world leading companies and discuss lessons learned, best practices and favorite takeaways that you can apply to your business and share with team members once you leave the summit.

And of course, all tracks attend the inspiring KEYNOTE SPEAKER sessions.

Also, don’t miss a chance to learn even MORE about the software in our Pre-Summit, Getting the Most from Your TapRooT® VI Software course.

We can’t wait to see you there! To register for the Summit, click HERE.

Technically Speaking – Happy Thanksgiving!

November 23rd, 2017 by

TapRooT® is a company based in the United States and we wanted to wish all other U.S. clients a Happy Thanksgiving today, November 23! We are out of the office Thursday and Friday, but will be back ready to go on Monday morning. We are grateful for all our U.S. and global clients and look forward to connecting with you next 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!

Put your root cause analysis data to use

November 20th, 2017 by

 

“Just as the introduction of electricity shifted the world’s industrialized economies into higher gear a century ago, digital technologies are fueling economic activity today. This time, however, the transformation is unfolding exponentially faster.” from Digital America: A Tale of the Haves and Have Mores, McKinsey & Company

We live in an age of information, data is collected in evermore places and shared between people and machines in the IoT. Data collection and analysis is becoming easier and easier, with apps, new devices and software.

Still, in the construction industry 30% to 60% of contractors surveyed in the recent Construction Technology Report use manual processes or spreadsheets to manage takeoff, estimating, subcontractor prequalification, bids and data collection. Fewer than half of contractors responding to the survey use mobile apps for daily reporting, worker time entry, managing safety, or tracking job performance.

When it comes to investigating issues and doing root cause analysis, the TapRooT® approach yields effective and consistent results across different industries. For several years software has been available to support teams with their investigations. Now in it’s 6th version, the TapRooT® software offers the highest productivity. Charting incidents is easy, powerful tools assist with identifying Causal Factors and Root Causes, as well as with writing Corrective Actions.

New and improved graphing tools makes it easy to plot data, and trends can be better captured, over time. Watch this short video, or read more here. Stay tuned for updates about a future smart phone App.

#taproot_RCA

Technically Speaking – October Customer Satisfaction Survey Prize Winner

November 3rd, 2017 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 Bill Strecker, from Westar Energy as the winner for the month of October!

Technically Speaking – Helpdesk Humor

October 26th, 2017 by

Not all corrective actions are created equally.

Use TapRooT® VI to create SMARTER corrective actions and implement effective long term fixes.

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 – September Customer Satisfaction Survey Prize Winner

October 12th, 2017 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 Scott Bittner, Dover HSES Manager from Edgewell Personal Care as the winner for the month of September!

Technically Speaking – Predictive Location and Currency

October 5th, 2017 by

With the latest release of TapRooT® VI comes new features. Two of those features are Predictive Location and Currency, both of which are custom field features.

 

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 – Dashboard Enhancements

September 28th, 2017 by

This week in Technically Speaking we want to introduce an enhancement to the TapRooT® VI software. Users can now customize Widgets on the Dashboard within the TapRooT® VI 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® at Enablon SPF Americas 2017

September 26th, 2017 by

The word is out and we are here at SPF Americas 2017 to share our new integration with Enablon’s EHS software.

 

Come stop by our booth in the Innovation Corners starting this afternoon and introduce yourself!

Technically Speaking – Help Desk Humor

September 21st, 2017 by

Looking at that image, I wonder what the password could be? I strongly advise against using password tips that tell you the password. As the number of stolen identities increases, it’s vital that we do our part to protect our information. One important step is the use of a strong password on your computer.

As the number of stolen identities increases, it’s vital that we do our part to protect our information. One important step is the use of a strong password on your computer. I advise making your password more than 8 characters long and include special characters such as $, ! and @. If you are having trouble thinking of a password, try using a couple lyrics from one of your favorite songs. There is no “best” password, but the one you choose should be both secure and easy for you to remember.

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: New TapRooT® VI Updates

September 14th, 2017 by

The new release of updates in the TapRooT® VI software are here!

Check out the variety of enhancements we’ve made:

 

We are extremely excited to announce our partnership with Enablon in providing an Application Programming Interface (API) which allows TapRooT® VI and Enablon’s Safe Operations solution to share critical investigation data.

Enablon, a Wolters Kluwer business, is the world’s leading provider of Sustainability, EH&S and Operational Risk Management Software. More than 1,000 global companies and 1 million users rely on Enablon software solutions to manage their environmental and social performance, minimize risks and improve profitability. Enablon offers the most comprehensive platform in the industry, and is consistently recognized as a global leader and visionary. For more information, please visit https://enablon.com or email info@enablon.com

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! Login 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 – Maintenance Feature

September 14th, 2017 by

TapRooT® 6.3.1 introduces a Maintenance mode feature that allows administrators to post a global message across the software notifying users that the site will be entering maintenance mode.

 

 

While in Maintenance mode users will NOT be allowed to login to the software.  If they are already logged in, they will see a countdown appear across the top of every page in the software.  This will not kick-off or end a users session if they are logged in when the time runs out.  We don’t want to interrupt any users frantically trying to complete an investigation, but this does allow the admins to see those users and contact them.

Administrators can enable/disable this under Admin > Maintenance.  Here they can also set the exact time and length for the outage to see if anyone is active in TapRooT®. Only Administrators can login during Maintenance mode, so they can disable it once service is restored as normal.

 

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 – August Customer Satisfaction Survey Prize Winner

September 7th, 2017 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 Jeff Salter as the winner for the month of August!

Technically Speaking – Help Desk Humor

August 17th, 2017 by

Are you stuck trying to find the right questions to ask to determine the Root Cause or what lead up the incident? Let the TapRooT® method and software help you with these questions by using optional techniques. To learn about these optional techniques and the TapRooT® method check into attending a course near you by clicking 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 – Exporting SnapCaps into Powerpoint

August 10th, 2017 by

Ever wanted to take just a portion of a SnapCharT® and put it into a Powerpoint presentation? Watch as the TapRooT® Tech Guy discuss the process in our new TapRooT® VI release.

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 – July Customer Satisfaction Survey Prize Winner

August 3rd, 2017 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 Craig Gauvreau from Keep Safe Consulting as the polo shirt winner for the month of July!

Technically Speaking – User Settings Menu

July 27th, 2017 by

In an effort to make our new TapRooT® users aware of the great features introduced in TapRooT® VI, we want to highlight some of our previous posts about TapRooT® VI features. Let’s take another look at User Settings.

If you are unable to view this video we have included a downloadable document that outlines this feature.

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!

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