To Add Causal Factors Information to an Incident Record

Use this procedure to add information about causal factors to an incident record.

  1. On the top application menu, click Incidents.
  2. Open an incident record.
  3. Click Causal Factors For Incident in the left-hand navigation menu.

    Datix Incident Review Form Casual Factors

  4. Select Yes from the Were There Any Causal Factors drop-down list (1). The Causal Factors section appears.
  5. Select the first level causal factors from the Level 1 drop-down list (2).
  6. Select the second level causal factors from the Level 2 drop-down list (3).
  7. Optional. To add another causal factor to the record, click Add Another.
  8. Optional. Type the order number into the Order field (4) for each entry to reorder the list.
  9. Click Save.