Category: Technical Support

Technically Speaking – Exporting TapRooT® VI data to Microsoft Excel

November 16th, 2017 by

This week in Technically Speaking we would like to do a quick overview of the Export feature in TapRooT® VI.  From the exports page, users can export data such as Incidents, Investigations, Audits, or all the data at once. Users can also create their own filters to populate the excel file with more specific data such as location, classification, severity and any customs fields the users have created in the 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 – 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 – 6.3.0 Feature: Corrective Action Notifications

October 19th, 2017 by

Here is a look at the new Corrective Action Notification feature found in the latest TapRooT® VI update.

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!

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 – Revisiting the New Attachments Tab

August 31st, 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. Here is a quick video highlighting the Attachments Tab and how to upload files in TapRooT® VI.

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 – Adding Analysis Comments to Reports

August 24th, 2017 by

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 – 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!

Technically Speaking – Revisiting the New TapRooT® VI Toggles

July 13th, 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. Here is a look at the new toggles found in the TapRooT® VI software.

If you are unable to view the video or want a 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 – June Customer Satisfaction Survey Prize Winner

July 6th, 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 Joseph Szwarek, Asst Director of EH&S of Halliburton as the polo shirt winner for the month of June!

Technically Speaking – Web Store Ordering Assistance

June 22nd, 2017 by

Have you ever tried to go to our store and had trouble ordering a product? Maybe you’ve seen the login area and wondered “how do I get a login?”

Well, I wanted to let you know we’re here for you. Should you have any Technical issues placing an order on the store, don’t hesitate to reach out to us via phone at 865-357-0080 or if you can’t call, send a quick email to support@taproot.com. We’ll be glad to walk you through the product ordering process and answer any technical questions you may have regarding our site. Don’t worry, there is no need for you to have to make a payment with us over the phone. You can make the payment on our site using our secure server.

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 – Customizing TapRooT® VI with a Company Logo

June 15th, 2017 by

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 – Helpdesk Humor

June 8th, 2017 by

Sometimes we miss our own mistakes.  Use TapRooT® to do an Audit or “mistake-check” with any workflows before a small mistake turns into an incident.

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

June 1st, 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 Phillip Cart from Halliburton as the polo shirt winner for the month of May!

Technically Speaking – TapRooT® Support Communication Survey

May 25th, 2017 by

As the Technical Support field is in constant flux, our TapRooT® Support team is always looking for new and exciting ways to interact with our customers. To help us get a better idea of how you prefer to communicate with us, please take a quick second and answer our one question survey.  Don’t worry, all responses to the survey are anonymous.

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 – Breaking Down Those FAQs

May 18th, 2017 by

Our TapRooT® Support team helps people with software issues every day. They walk through processes, provide guidance, assist with specific issues, you name it, they can help. And if you’re not very technically savvy like me, you really appreciate the technical help. Trying to figure it out on your own can be dangerous because you’ll probably delete everything important or break the device completely. Sometimes it’s best to just let the experts handle it.

But there are some common questions that I thought would be helpful to answer and leave here on our blog for reference. Some of these questions may not be applicable at the moment, but could definitely pop up in the future. Our Support team is the best resource, but for something quick and convenient, these FAQ might come in handy.

FAQ

– I forgot my password….can you tell me what it is? Actually, we can’t.  Your account is very secure so not even we can reveal the password. BUT, you can reset it! Just click the link under the login that says “Forgot User Name or Password?” and it will take you through the steps of creating your new password so you can continue on your way to improvement.

– Can I use TapRooT® VI on my iPad or tablet? Yes! TapRooT® VI can be used on all devices (PC, Mac, tablet, smartphone). Using TapRooT® VI on your tablet actually has some great benefits. The site is mobile-friendly so you can easily navigate just like you would on your computer. And you can take your tablet to the site of the accident while you’re gathering evidence for convenience.

– How can I renew my TapRooT® VI subscription? Will it take a long time to process? When you login into your TapRooT® VI account, you will notice an “Announcement” panel on the right side. Within that panel, there is a link to renew your subscription. Just follow the steps to purchase and you’re all set. The renewal should take effect within 24 hours.

– I haven’t used TapRooT® VI in a while…is there any way to get a quick refresh? Of course! We actually have two options. The quickest way is to go back to that “Announcement” panel and find the link that says “CLICK HERE FOR AN INTRODUCTORY USER GUIDE”. This Overview Guide gives you all the basic information you need to get started. If you want a more in-depth refresher, attend one of our software webinars. You’ll be a pro in no time!

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!

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