Causelink® Help

Listed below you will find a detailed description of Causelink's features.  If you need additional assistance, call Sologic at (800) 375-0414 or submit our software support form.

Saving
You will notice that there is not a Save button in the toolbar or a Save menu item under the File menu.  That is because Causelink stores your RCAs to a local database while you work.

Data Backup
We automatically store a backup of your data in the following folder: C:\Users\{user}\AppData\Roaming\Sologic\Causelink\databases-backup (for Windows 7 and Vista) or C:\Documents and Settings\{user}\Application Data\Sologic\Causelink\databases-backup (for Windows XP). In this folder you will find exported .srca files, which you can re-import as needed. You will also find 5 copies of a backup database. You can manually revert the database that Causelink utilizes by replacing causelink.db in the ...\Sologic\Causelink\databases folder. It is recommended that you rename and/or backup the original causelink.db before replacing it.

In addition, you can store a backup of your data in the location of your choosing by selecting Tools > Backup database from the file menu. It is recommended that you perform this operation and store your data on an external drive before changing computers or reformatting your hard drive.

Home Screen
The home screen provides access to each of your RCAs. They are listed with the most recently saved RCA at the top. You can also sort the RCA list by clicking the RCA Name or Focal Point headings. Find export, duplicate, and delete functions in the Actions column. To open an RCA, simply click the RCA name.

Deleting an RCA
If you delete an RCA, it is removed from your default home screen, but is not yet permanently deleted.  Clicking delete places the RCA in the "Deleted  RCAs" folder.  If you would like to permanently delete an RCA, open the Deleted RCAs folder and click to delete the RCA.

Sharing an RCA
If you would like to share an RCA with someone who also has Causelink, open the analysis and in the top menu click File > Export.  Choose a location to save your exported .srca file and it will be ready to share. Another way to export is from the Actions column on the home screen.

If someone has shared a .scra file with you, click File > Import or click the Import link on the home screen, browse to select the .srca file, and double-click the file or highlight it and click Open.  You will then see this imported RCA available on your Home screen.

Undo/Redo
This feature allows you to undo changes that you have made to your RCA.  Undo and Redo are available on a per session basis - you cannot undo changes that were made after an RCA has been closed.  When you close an RCA, or navigate from Report to Chart within an RCA, the Undo/Redo history starts over.

Sidebar 
The sidebar is located on the right side of the application.  It contains summary information about your RCA and provides a quick way to navigate to specific sections of the report or chart.  If you would like to close the sidebar, click the icon on the left border of the sidebar.  To open the sidebar, click this same icon. Another way to open and close the sidebar with the Sidebar button in the toolbar.

While viewing the chart, if you would like to set causes aside for future use, simply drag a cause or causal group to the sidebar. The Causes tab will open as you hover over the sidebar. Drop causes here and they will be listed under Cause Storage. When you are ready to re-use them, drag/drop the cause(s) back to the chart.

Within the Causes section of the sidebar, click Details to display information for the cause you currently have highlighted on the chart. This is useful when the chart is zoomed out, such as at 30%. When zoomed at this level causes are small and hard to read. However, by opening details you can read causal text and related details in the sidebar. Click Ctrl+arrow keys to navigate through the chart and read details of each cause.

Toolbar 
Causelink has two modes:  Report and Chart.  You can toggle between them by clicking the tabs in the toolbar.  As you toggle between them, the main workspace changes.  Notice that some toolbar options change depending on the mode selected.  Toolbar constants are Home, Undo, Redo, Print, and Sidebar, which appear on the left.

Sync Widget
The Sync Widget is located in the upper right of the interface and is used by Enterprise users as they sync their RCAs to the Enterprise database.

Settings
Settings currently allow you to configure your Enterprise connection. In the future it will be utilized as we add additional user-specific configurations.

Brainstorm
Accessed from Home or within an RCA record, the brainstorm module allows you to quickly add Cause, Evidence, Action, or Note records. Simply type into the text box and click Enter to create a new record in the category you have selected.

Key Commands
The following keyboard shortcuts are available in Causelink;

  • crtl + any of the 4 arrow keys = on the chart this allows you to change the cause box that is highlighted.
  • tab = in the report this allows you to move the cursor focus to the next field
  • shift + tab = in the report this allows you to move the cursor focus to the previous field
  • ctrl + c = copy
  • ctrl + v = paste
  • ctrl + x = cut
  • ctrl z = undo
  • ctrl y = redo
  • ctrl b = open/close brainstorm

Report

  • Problem Statement - This is the first page of the Report and the first thing you will see when you open an RCA.  The Problem Statement allows you to define the Focal Point as well as the When, Where, and Impact items.
  • Evidence Links - Evidence records include a Link field which allows you to enter a hyperlink or reference a file path. When working with groups within a network, it is recommended that you link/browse to files located on a shared file system. By doing this, the path and the link functionality will be retained if you share your .srca file with a co-worker.
  • Solution Status - Each solution record includes a status, which can be modified by selecting an option from the solution status dropdown list in the chart or report. By default, the status is "Identified". If you change the status to anything other than "Identified", it will be considered a Selected Solution. When this occurs, the Selected Solution icon appears and the cause box color changes to red.
  • Solution Criteria - Each solution can be checked against pre-defined criteria. The criteria will help determine whether to select and implement specific solutions. The solution criteria window appears in the report when you click the "Not Checked" link and in the chart when the alert icon is clicked. Answer yes or no to each question to see if the solution passes the criteria. If the answer is yes to each question hit the enter key to quickly submit that response.

Chart

  • Adding New Causes - roll over the top, bottom, or right side of an existing cause and the + icon will appear.  Click this icon to add a new cause to that side of the original cause.
  • Cause Details - You can add details to each cause on the chart except for the Focal Point. Cause details are accessed by clicking the lower left triangle icon, or by clicking one of the View options in the toolbar. Details include Risk (on a scale of 0-5, with 5 representing the highest risk), Disproved, Evidence, Solutions, Notes, and Actions. Add Details by clicking the plus icon at the top of the Cause Details window. After you add detail text, make sure to hit Enter to save your addition.  Note:  If there are no Solutions entered for a cause, the Cause Details icon will be displayed as an empty triangle (no fill color).  However, when you have added a solution, the Cause Details icon changes to a solid blue triangle.
  • Unconnected Causes - Sometimes you may not know where a cause fits on the chart.  You can leave these causes unconnected on the workspace, but as the chart grows you may find that it becomes cluttered.  Another option is to store these unconnected causes in a common location until you are ready for them.  This is accomplished by dragging the cause to the sidebar.  This action opens the sidebar to the Causes tab.  Drop the cause here and it will appear in the Cause Storage list.  When you are ready to use the cause, simply drag it onto the workspace and drop it where it belongs.
  • Cause Types - The Sologic RCA Method defines four cause types:  Transitory, Non-Transitory, Omission-Transitory,  and Omission-Non-Transitory (See below for definitions).  When you create a new cause, the cause type is not set.  Click the icon in the upper left of the cause to set its cause type.  It can be changed at any time.
  • Legend - A legend displaying each cause type and its corresponding symbol can be found in the bottom left corner of the workspace.  This legend can be toggled on or off, which also controls whether the legend is printed with your chart.
  • Alerts - Alerts help you manage Chart Quality.  As you add new causes to the chart, an orange alert symbol will appear on the left side.  The presence of an alert means the cause is missing any or all of the following:  Evidence, Cause Type, and Termination.  To make the alert go away, add evidence, select the cause type, and either terminate the cause or add a new cause to the right.  Roll over the alert to see a tooltip describing the items that need to be addressed for that cause.
  • Zoom - the zoom tool is located in the upper left of the chart.  It allows you to increase or decrease the size of the chart and cause boxes.  The zoom feature centers on the cause currently in focus.
  • Highlight Path - A cause path can be highlighted by clicking a cause and then selecting the Highlight checkbox on the toolbar.  This will highlight all causes to the right of the cause selected. 
  • Delete a Cause - Click to highlight a cause and then click the "Delete" button in the toolbar to delete it.  If you accidentally delete the wrong cause, click Undo to recover the deleted cause.
  • And/OR - click the lines which connect two causes in order to change the relationship from "And" to "Or" or "And/Or".  Once this is done you can drag/drop new causes onto the Or/And Or symbol in order to add causes to that relationship.  Click the Or/And Or icon in order to change the relationship.

Cause Type Definitions

  • Transitory - Represents a point of change, typically an action or event that can be explained with a verb.
  • Non-Transitory - Conditions, objects, or attributes that are involved in the change; not action-­related.
  • Omission-Transitory - The absence of an action or event that should have occurred.
  • Omission-Non-Transitory - The absence of a condition, object, or attribute that should have been in place.


Printing
Causelink allows you to separately print the Report and Chart. The Print setup window is located in the lower right corner of the sidebar. You must first define your paper size before selecting a printer so that Causelink can prepare your document. When printing the chart you must also define your page orientation, Cause Box size, and select either multipage, fit to page, or one page as defined below.

  • Multi-page: prints the chart using numerous pages at the cause box size you select.
  • Fit to page: prints the chart on one page at the paper size and orientation you select.
  • One page: prints the chart to one page at the cause box size you select. This option is best used when saving a PDF to share with others.

Once you have defined your print settings, you must ensure that the same paper size and orientation definitions are set in the print dialog window that will appear after you click Print.

The print setup window will display print options for the mode you are currently in - either Report or Chart.  Be sure to use print preview before printing to ensure that your settings are correct. Click 'Print' to send your report or chart directly to the printer. Click 'Save PDF' to save a PDF file to the location of your choice.

  • Report - You can choose to print all or parts of the report.
  • Chart - In general you will find that the landscape option will fit more causes on fewer pieces of paper.