Create or modify root cause analysis of a safety incident on the Mobile Agent app

task brazil Updated Sep 10, 2026 1 min read hs-create-modify-rca-incident-mobile-agent.md
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As an agent or a manager, create or edit a root cause analysis on-site using the Mobile Agent app.

Before you begin

Role required: sn_ohs_im.manager, sn_ohs_im.agent

Procedure

  1. Open the Mobile Agent app on your mobile device.

  2. In the navigation bar, tap Home.

  3. Tap the Safety incidents icon ([Omitted image "casemgmt-templateicon.png"] Alt text: safety incident icon) from the quick links section.

  4. Open a safety incident record.

  5. Tap the Related lists tab and then tap Root cause analysis.

    1. To modify an existing root cause analysis record,

      • Swipe left on the root cause analysis record to view the edit and delete options.
      • Open the root cause analysis record and tap More options icon [Omitted image "wsd-more-options-icon-loc-directory.png"] Alt text: more options then tap edit or delete.
    2. To add a new root cause analysis record, tap Add new root cause analysis.

  6. On the form, fill in the details.

    For more details on the Five why's technique of root cause analysis, see Perform root cause analysis for a safety incident.

  7. Tap Submit.

Parent Topic:Manage Health and Safety incident using the Mobile Agent app

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