The Recommendations stage is the final step in the investigation workflow, where investigators document findings and define actionable steps to correct and/or prevent recurrence of the incident being investigated.

Transitioning from Root Cause Analysis

Once root cause analysis is complete—whether using the Fishbone or ECF (Event & Causal Factor) methodology—users can progress the investigation by clicking the “Draft Recommendations” button at the top-right of the page.

Doing so will:

Advance the investigation to the Recommendations stage
Automatically generate Findings for causal factors that have Create finding checkbox checked.

Findings

Each Finding represents a root cause or significant problem identified during the investigation. These can be automatically created from causal factors or manually added by clicking the New finding button.

When adding a finding, users can:

Provide a short and detailed description
Assign it to an individual or group
Set a due date, state, and priority

Corrective & Preventive Actions

Each finding can have one or more actions assigned to address it. These can be:

Corrective – to address the current issue
Preventive – to prevent similar issues in the future

To add an action, click + New action within a finding. You’ll be able to:

Describe the action
Assign responsibility
Set due date, type, and priority

AI-Powered Suggestions

Need help generating actions? Use the “Generate new actions using AI” feature to receive intelligent recommendations tailored to the identified finding. AI suggestions include:

A short action title
Detailed rationale
Suggested priority and type

Review and select the ones that are applicable—then hit Submit to add them directly to the finding.

Wrapping Up

Once all findings and actions are documented, the investigation can be formally closed by clicking the Close Investigation button.

This stage ensures that all root causes are not only identified but are met with targeted, trackable actions—making this a critical part of your continuous improvement and compliance processes.