Configure Cause Template

Causes capture the root reason behind an issue and are linked to the Issue. As an Admin or Supervisor, you can customize the Causes template using OOTB fields. The Cause template is associated with the corresponding Issue template.

To configure a cause template:

  1. Expand the RACE module and click Field Configurations.
  2. Click Create New on the top-right.
  3. In the Template Details screen:
    1. Select the Template Type as Cause.
    2. Enter Template Name.
    3. Add Description.
    4. Select Plant.
    5. Add Tags.
    6. Click Next.
    Figure 1. Cause Template


  4. In the Add Fields screen:
    1. Add Sections and Tasks (fields) and define response types (behavior) as shown in the table below.
      Field Behavior
      Cause number Auto incremental value; Read Only Field
      Item number Drop-down with search
      Cause code group Drop-down with search
      Cause code Auto-populates from Code group; Read Only
      Cause text Text Field
    Figure 2. Cause Template Fields


  5. Click Publish.