> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/interfacing-help-files-fr/administration-and-configuration/configuring-application-settings/general-application-settings/rca-reason-and-description.md).

# RCA Reason & Description

Define root cause analysis reasons and related descriptions.

## Overview

The **RCA Reason & Description** module is used to configure the classifications available during root cause analysis (RCA). It allows you to define and manage the following:

* **RCA Reasons**
  * Create and maintain the primary causes or triggers used to categorize RCAs.
* **RCA Descriptions**
  * Create and maintain descriptions associated with each RCA reason to further classify and document issues.

***

## How Settings Are Applied

Reasons defined in this module appear in the **RCA Reason** dropdown within relevant applications. When a reason is selected, the associated description(s) become available in the **RCA Description** dropdown.

***

## Configuring RCA Reasons

Use this section to create and manage RCA reasons.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

{% stepper %}
{% step %}

### Defining Reasons

Click **Add** to create a new reason. A new row will appear in the grid.

* **Reason:** Enter a descriptive name for the reason.
* **Reason Details:** Provide additional information or context describing the purpose and intended use of the reason.

***

{% endstep %}

{% step %}

### Managing Reasons

Once a reason is defined, the following actions are available:

* **Edit:** Click directly in a grid cell to modify its contents.
* **Delete** (<i class="fa-trash-can">:trash-can:</i>): Click to remove a reason.

{% hint style="info" %}
Confirm deletion by clicking **Save Changes** or clicking outside the grid. To cancel, click **Discard Changes** or **Undelete** ( <i class="fa-xmark">:xmark:</i> ).
{% endhint %}

***

{% endstep %}

{% step %}

### Saving & Discarding Changes

After making changes, choose one of the following:

* [**Save Changes**](#user-content-fn-1)[^1]**:** Click to apply modifications.
* **Discard Changes:** Click to revert any unsaved modifications.

***

{% endstep %}
{% endstepper %}

***

## Configuring RCA Descriptions

Use this section to create and manage RCA descriptions associated with each reason.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

{% stepper %}
{% step %}

### Defining Descriptions

Click **Add** to create a new description. A new row will appear in the grid.

* **Reason:** Select the RCA reason associated with the description.
* **Description:** Provide a description of the specific issue, condition, or circumstance associated with the selected reason.

***

{% endstep %}

{% step %}

### Managing Descriptions

Once a description is defined, the following actions are available:

* **Edit:** Click directly in a grid cell to modify its contents.
* **Delete** ( <i class="fa-trash-can">:trash-can:</i> ): Click to remove a description.

{% hint style="info" %}
Confirm deletion by clicking **Save Changes** or clicking outside the grid. To cancel, click **Discard Changes** or **Undelete** ( <i class="fa-xmark">:xmark:</i> ).
{% endhint %}

***

{% endstep %}

{% step %}

### Saving & Discarding Changes

After making changes, choose one of the following:

* [**Save Changes**](#user-content-fn-1)[^1]**:** Click to apply modifications.
* **Discard Changes:** Click to revert any unsaved modifications.

***

{% endstep %}
{% endstepper %}

***

## See Also

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>How to Export Grid Data</strong></td><td>Export grid contents to an Excel file.</td><td><a href="https://content.gitbook.com/content/AgpNu7XmgN3Z9B8kIShD/blobs/DgIV8TTUnx89pGvjClF5/IMS-V16-NAV-Library-Icons-106.png">IMS-V16-NAV-Library-Icons-106.png</a></td><td><a href="https://interfacing.gitbook.io/interfacing-help-files/end-users/exploring-apps/working-with-forms/working-with-grids#exporting-data-to-excel">https://interfacing.gitbook.io/interfacing-help-files/end-users/exploring-apps/working-with-forms/working-with-grids#exporting-data-to-excel</a></td></tr></tbody></table>

[^1]: You can also **click outside the grid** to save your changes instantly.


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