Custom Root Causes

When working with issues, understanding root causes helps prevent them from recurring. Root causes fall under categories, which helps you find and filter root causes.

A custom category or root cause is one that is defined by the customer.

A default category or root cause is one that is already pre-defined in BIM 360.

To work with categories and root causes:

1. Click the Module Selector .

2. Click the Services tab.

3. Click Issues in the left-side panel.

4. Click the Root Causes secondary tab.

   

Create a Custom Category

1. Click Create new category in the upper right.
2. Enter a category name.

Create a Custom Root Cause

1. In the Category/Root Cause column, click the arrow to the left of a category to expand it.
2. Click Add root cause.
3. Enter a root cause name.
4. Click the check mark.

Delete a Custom Category or Root Cause

• Default categories and root causes can't be deleted.
• Custom categories can't be deleted if they contain an active root cause.
• Custom root causes can be deleted immediately if they are inactive.
  • Inactive custom root causes cannot be used in a new issue, but they remain part of issues they are currently assigned to.

To delete an inactive custom category or root cause:

1. Locate the category or root cause you wish to delete.
2. Hover your cursor over that category or root cause and click the More menu Delete.

To delete an active custom category or root cause:

1. Locate the category or root cause you wish to delete.
2. Hover your cursor over that category or root cause and click the More menu Set to inactive.
3. Click the Module Selector Document Management or Field Management.
4. Click the Issues tab in the module banner.
5. Click the Filter icon in the left-side panel.
6. Select the checkboxes next to all root causes under the category you want to delete.
7. Click the related issue in the Issues list.
8. Click the Edit icon next to Root Cause in the dialog.
9. For each cateory or root cause you are deleting, select any root cause from the drop-down menu to replace a root cause being deleted.
10. Navigate back to Project Admin Services tab Issues Root Causes secondary tab.
11. Locate the category or root cause you wish to delete.
12. Hover your cursor over that category or root cause and click the More menu Delete.