Set up cause analysis

Understanding the necessary rights and licences

• Group Manager: enable/disable cause analysis.
• Folder Pilot/Co-Pilot: complete the analysis fields and create corrective actions.
• Folder Pilot/Co-pilot: measure the effectiveness of actions.

Create your own configuration

1. >OpenGroups Cause Analysis
2. Click Create Configuration.
3. Give your configuration a name
4. Edit the presentation text if necessary
5. Select the fields to display (source, entity, service, type, amount, etc.)
6. Configure drop-down menus for fields that allow them
7. Validate to save

Note:

• The amount field is a numeric field that allows you to associate an amount with a non-compliance or anomaly.
• The responsibility field is automatically filled in by analysing the causes (see performing a cause analysis).

Perfony tip 🚀: Create multiple configurations tailored to different use cases.

Use the standard version

Perfony provides a standard version of cause analysis.

• It is available immediately.
• It cannot be changed.

If it does not meet your needs, create a custom configuration.

Attach a configuration to a folder template

Once you have configured your cause analysis or if you are satisfied with the standard version, you must now link this cause analysis to a folder template in order to activate this feature in your folders.

• Goto Groups > Folder templates
• Select a folder template
• In the Cause Analysis section, associate the desired configuration.

Your folders attached to this template will automatically have the Cause Analysis tab active.

Edit or delete a configuration

Modify a configuration

• Group Menu > Cause Analysis
• Select the configuration, adjust the settings, then confirm.

Delete a configuration

• Open the configuration
• Click on Delete

⚠️ Please note: Any deletion will permanently erase the associated data. Remember to export to .pdf or .xls format before deleting anything!