This page designates the space for summarizing the Issue Root Cause. In addition to writing or importing the narrative, don't forget that you can upload files with exhibits that support your analysis.
- Optional: Enter a Root Cause Category selection. Remember these can be customized to your member.
- Compose the Root Cause Summary document. Don't forget that you can click the 'Insert Template' link to load pre-loaded templates to speed the process. And the editor allows you to Import finished .docx files directly using the 'Import File' button in the toolbar.
- Click the 'Upload More' link to attaché any supporting documents as individual files of most any type. Uploaded files are stored in their native format but are automatically converted and aggregated into the exported PDF on-demand.
- Comments: Any user with access to this Issue can add comments. Click the button to add a comment. Comments are designated by default, but you can set any comment to 'All Reviewer' to share it with any external client/partner that you have shared the Issue with.