Fishbone RCA Tool Guide

A step-by-step walkthrough of building, prioritizing, and exporting a root cause analysis

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Step 1

Start by adding "Problem statement"

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Step 2

Click "Add a cause" under "Material" and give a brief description

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Step 3

Click "Add a cause" under "Environment" and give a brief description

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Step 4

Click "Add a cause" under "Machine" and give a brief description

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Step 5

Click "Add a cause" under "Method" and give a brief description

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Step 6

You can add multiple causes for the same branch, in this case "Method" and give a brief description

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Step 7

Click "Add a cause" under "Manpower" and give a brief description

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Step 8

Click "Add a cause" under "Measurement" and give a brief description

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Step 9

You can add multiple causes for the same branch, in this case "Measurement" and give a brief description

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Step 10

Once you have added all the causes, the fishbone diagram is completed. Scroll down and select "Move Causes to Table"

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Step 11

Start adding more details, wherever required

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Step 12

Add Details and a criticality score for each stakeholder against every cause. Note: Higher score means the impact of the cause is higher on the problem statement

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Step 13

Once all details have been added, click "Calculate Top 5 Causes". This will identify the top 5 highest scores and highlight them

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Step 14

If the total score for any 2 or more causes are the same, they are given the same ranking. In this case, the top 2 causes are given Rank 1, the next 3 causes are given Rank 3, and the causes with score 14 are given Rank 6

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Step 15

If the total score for any 2 or more causes are the same, they are given the same ranking. In this case, the top 2 causes are given Rank 1, the next 3 causes are given Rank 3, and the causes with score 14 are given Rank 6

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Step 16

The causes are also highlighted within the fishbone diagram

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Step 17

Click "Add Stakeholder Column" if you want to capture the inputs from an additional stakeholder. Note: The inputs already given will not be changed

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Step 18

Add Stakeholder 4's score for every cause. The totals will be recalculated as and when the additional stakeholder input is provided.

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Step 19

Click again on "Calculate Top 5 Causes" to sort the table according to the new totals, and highlight the new top causes.

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Step 20

New top causes have been identified and highlighted within the table, as well as the fishbone diagram itself.

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Step 21

The totals have been recalculated. To sort the table and highlight top causes, click "Calculate Top 5 Causes" again

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Step 22

The recalculated top causes will be highlighted in the diagram

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Step 23

Click "Export Excel" to start the download a copy of the table in an MS Excel file with an embedded copy of the fishbone diagram

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Step 24

Click "Clear All Causes" to remove all causes and the problem statement. The tool can be used for a fresh problem statement. Note: If you refresh the page or navigate away from it, all data will be lost and the entire diagram has to be created from scratch

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Step 25

Note: You can change the name of the branch according to your convenience

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Step 26

Another popular template for Service industry are - Policy, Process, Procedure, People. In this case, we can rename the branches appropriately.

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Step 27

Click on "Remove" button and select "Yes" to remove Manpower branch and its causes

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Step 28

A Representative Fishbone diagram for Service Industry

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Step 29

Other functions such as "Move Causes to Table" work in the same manner with reduced branches.

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