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Quick Start · Root Cause Analysis

RCA Quick Start

For practitioners who know RCA methodology. A concise reference for Gemba-RCA v1.4 — setup, Fishbone, 5 Whys, Pareto, and export.

v1.4 — May 2026 Full guide →

This is the concise reference for Gemba-RCA v1.4. It covers the app's structure and key controls without explaining the underlying RCA methodology. If you are new to RCA, Fishbone diagrams, or the 5 Whys, read the full guide first.

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Install Gemba-RCA
One-time setup — runs offline once installed
1

Open in browser

Navigate to gembasuite.org/rca in Chrome (Android) or Safari (iOS/iPadOS). Works in any modern browser on desktop too.

2

Add to home screen

Android: Three-dot menu → Add to Home screen. iPhone/iPad: Share button (□↑) → Add to Home Screen. Gemba-RCA will then load offline from cache.

Create a New RCA Session
Tap + New RCA on the home screen
1

Fill in the project fields

FieldNotes
Session nameIdentifies this RCA in your project list. Include work area and problem, e.g. Delayed TAT — Haematology
Work areaDepartment or ward where the problem is occurring
Author / OrgAppears on exports and AI coaching prompts
DateDefaults to today — adjust if needed
2

Choose problem statement entry route

Standalone — type the problem statement directly in the modal. Use a specific, quantified statement: what, where, how often, against what standard.

Import from A3 — if you have an active Gemba-A3 project, tap Select Gemba-A3 JSON file and choose your A3 export. The Section 1 problem statement is pre-populated automatically.

Export often

localStorage can be cleared by the OS without warning. Tap Download JSON in the Pareto & Export tab after every session. If you have not exported, you have not saved.

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Fishbone Tab — Map Possible Causes
Divergent phase: get everything on the diagram before narrowing down
1

Six default categories

The Fishbone has six bones: People, Equipment, Method (top) and Materials, Measurement, Environment (bottom). These map to the 6M framework. Rename any category by tapping the pencil icon on its card — the SVG diagram updates automatically.

2

Add causes to each category

Tap + Add cause in any category card. Enter a brief, specific description. Causes appear in the card list and on the corresponding bone in the SVG diagram. Work through all six categories before moving to selection — the most significant cause may not be in the most obvious category.

3

Select up to 3 causes for investigation

Tap any cause text in a category card to select it. Selected causes highlight in the card. The toolbar shows the count: 0 of 3 selected. Select the causes your team judges most significant — you will investigate each with a 5 Whys chain. You need at least one selection to use the 5 Whys tab.

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Tip

Measurement and Environment are the most commonly under-populated categories in healthcare RCAs. Spend deliberate time on both before selecting causes to investigate.

5 Whys Tab — Drill to Root Cause
One chain per selected cause — evidence required at each step
1

Navigate between chains

Each selected cause appears as a tab at the top of the panel. Tap a tab to view and edit that chain. Chains are independent — work through each separately.

2

Add Why steps

Tap + Add Why step to add the next level. Each step has two fields:

Why answerWhy does the previous level occur? Concise and specific. "We don't know" is valid — it means a gemba visit is needed.
EvidenceWhat data, observation, or document supports this? Unevidenced steps are hypotheses, not findings. Leave no evidence fields blank.
3

Know when to stop

Stop when removing the cause would eliminate the problem. Continue if the problem would still occur without it. Typical chains are 3–6 steps. Stopping at "staff didn't follow the procedure" is almost always too soon — ask why they didn't follow it.

4

Validate each root cause

At the bottom of each chain is the root cause validation panel. Answer the question: "If we address or remove this cause, does the problem disappear?"

✓ Yes — ValidatedChain is marked Root Cause Validated (green). This chain is included in the A3 export.
✗ No — revisitChain is marked Not Validated (red). Either go deeper in the Why chain or reconsider the selected cause.
5

Check the logic — Therefore Validation

Tap the ▶ Check logic button (top-right of the chain panel) to switch to Therefore view. This reads the chain bottom-up — from root cause back to the original cause — letting you verify the logical connection at each step.

👍 HoldsThe logical connection between this pair is sound.
👎 GapThe step does not follow clearly — an amber ⚠ warning appears in edit view so you can revisit that level.

Tap ◀ Edit view to return to editing. This check complements the elimination test — together they confirm both that the deepest cause is genuine and that the path from root cause to problem is logically coherent.

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Pareto & Export Tab
Prioritise the vital few, then export your findings
1

Build the Pareto chart

Tap + Add cause in the Pareto section. Enter each candidate cause and the number of incidents attributable to it. The SVG bar chart orders causes by frequency automatically. The causes on the left — the steep bars — are your vital few. Address these first.

Data should come from actual observation: incident logs, tally data, LIMS queries, or audit data. Estimated figures are acceptable when hard data is unavailable — note the basis.

2

Export your findings

📥 Download JSON
Full backup of all RCA data. Use to save, share, or re-import on any device.
📤 Export for A3
Packages validated root causes + Fishbone SVG for import into Gemba-A3 Section 5. Only validated chains are included.
📂 Import A3 JSON
Loads problem statement from a Gemba-A3 export file into the problem banner.
🤖 AI Lean Sensei
Generates a coaching prompt for use with Claude, Copilot, or Gemini. Useful for structured reflection before committing to countermeasures.
🖨 Print / Save as PDF
Generates a governance-ready summary of all chains, evidence, logic gap flags, and validation status. Use the browser print dialog to save as PDF.
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Reference: 6M Fishbone Categories
Default labels — all renameable in the app
Category What it covers Healthcare examples
👥 People Skills, training, staffing, communication, task allocation Phlebotomist training on culture collection; handover communication gaps; shift staffing ratios
🔧 Equipment Devices, analysers, IT systems, maintenance, calibration Analyser downtime; EPR system latency; barcode scanner failure; centrifuge imbalance
📋 Method SOPs, clinical pathways, protocols, work sequence, handoffs Sample labelling SOP not followed; no defined escalation pathway; ambiguous referral criteria
📦 Materials Samples, reagents, consumables, forms, labels Haemolysed samples; reagent shortage; inadequate sample volume; illegible paper requests
📊 Measurement Data quality, KPIs, feedback loops, reporting frequency TAT measured from receipt not collection; no daily feedback to ward; SLA not visible to lab
🏥 Environment Physical space, layout, noise, adjacency, workspace design Sample receipt area shared with high-traffic corridor; poor storage organisation causing specimen misplacement
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Reference: Gemba Suite Workflow
How Gemba-RCA connects to the other tools
ToolWhat it provides to RCAWhat RCA provides back
Gemba-VSM Process map, lead time data, location of defects / delays — sharpens the problem statement
Gemba-A3 A3 JSON → problem statement import (Section 1) RCA JSON → root causes + Fishbone SVG import (Section 5)
Gemba-SPC Special cause signals → problem statements for new RCA cycles
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Remember

All data transfers between Gemba Suite tools are manual JSON export/import — user-controlled. No data moves automatically. Export JSON from RCA → open Gemba-A3 → import the file.