Organization Tree Template - Excel by fcz38469

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									Guidelines for Creating Causal Factor Charts, Fault Trees, and 5-Whys Trees
General
Create the chart or tree using self-stick adhesive (Post-it®) notes before creating it in Microsoft Excel®.
Begin by deleting the blocks that will not be used. Then rearrange the remaining blocks to reflect the organization of your chart.
Select the appropriate paper size using the printer setup. The default templates are set up assuming that A4 size paper will be used.
The default templates are designed to be seven items high by seven items wide.
Using 10 point font and 55% reduction will generate an acceptable printout.
Some objects may look like they go outside the margins at zoom settings of less than 100%. Check for proper margins by using 100% zoom.
To duplicate objects, select the object (or objects) and then use Alt-D.

Using the Drawing Toolbar
Use the Drawing toolbar to draw the chart. To display the Drawing toolbar, select View, Toolbars, Drawing.
To connect items on the chart, use Autoshapes on the Drawing toolbar.
To select items, use the arrow selector on the Drawing toolbar.
To snap items to the grid (so they align more easily), select Draw, Snap, Grid on the Drawing toolbar. You can also hold down the Alt key when
            moving the items using the mouse.

Miscellaneous
To turn the gridlines off and make it easier to see the chart or tree, select Tools, Options, then the View tab. Uncheck the Guidelines box to turn off guidelines.
For the main event line and valid fault tree paths, select the appropriate items and set their line widths to 2.25 pt. (normal lines are 0.75 pt.).
To control the layering of objects, select an item, then right click on it, and select Order.
To put the causal factor marking or cross-out markings on top of an item, select the item, then right click on it, and select Order, bring to front.
For each question, ensure that both the question and the potential source for answering the question are identified for any remaining questions.
                                                                                   Causal Factor Diagram for ??




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CF Template 1 of 05d9144e-cedb-4372-91e0-d5adf11c1296.xls                                            Page 2 of 17                                              3/7/2011 at 5:03 PM
                                                                                       Causal Factor Diagram for ??




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CF Template 1 of 05d9144e-cedb-4372-91e0-d5adf11c1296.xls                                                 Page 3 of 17                                                    3/7/2011 at 5:03 PM
                                                                                       Causal Factor Diagram for ??




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CF Template 1 of 05d9144e-cedb-4372-91e0-d5adf11c1296.xls                                                 Page 4 of 17                                                    3/7/2011 at 5:03 PM
                                                                                       Causal Factor Diagram for ??




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CF Template 1 of 05d9144e-cedb-4372-91e0-d5adf11c1296.xls                                                 Page 5 of 17                                                    3/7/2011 at 5:03 PM
                                                                                       Causal Factor Diagram for ??




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CF Template 1 of 05d9144e-cedb-4372-91e0-d5adf11c1296.xls                                                 Page 6 of 17                                                    3/7/2011 at 5:03 PM
                                                                                       Causal Factor Diagram for ??




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CF Template 1 of 05d9144e-cedb-4372-91e0-d5adf11c1296.xls                                                 Page 7 of 17                                                    3/7/2011 at 5:03 PM
                                                                                       Causal Factor Diagram for ??




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CF Template 1 of 05d9144e-cedb-4372-91e0-d5adf11c1296.xls                                                 Page 8 of 17                                                    3/7/2011 at 5:03 PM
                                                                                       Causal Factor Diagram for ??




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CF Template 1 of 05d9144e-cedb-4372-91e0-d5adf11c1296.xls                                                 Page 9 of 17                                                    3/7/2011 at 5:03 PM
                                                                                       Causal Factor Diagram for ??




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CF Template 1 of 05d9144e-cedb-4372-91e0-d5adf11c1296.xls                                                 Page 10 of 17                                            3/7/2011 at 5:03 PM
                                                                                       Causal Factor Diagram for ??




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CF Template 1 of 05d9144e-cedb-4372-91e0-d5adf11c1296.xls                                                 Page 11 of 17                                            3/7/2011 at 5:03 PM
                                                                                Causal Factor Diagram for ??




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CF Template 1 of 05d9144e-cedb-4372-91e0-d5adf11c1296.xls                                    Page 12 of 17                            3/7/2011 at 5:03 PM
                                                                                     Causal Factor Diagram for ?? (cont'd)




                      Source                         Source                             Source           Source                                                                                                Source



                                                                                                                                         Question                      Question
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                                                                                                                                                                                                                        A     A
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                                                                     Source                                                    CF       CF
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                      Source                         Source                             Source           Source                CF       CF                                                                     Source


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                                                                                                                                                                                                  Loss Event
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CF Template 2 of 05d9144e-cedb-4372-91e0-d5adf11c1296.xls                                               Page 13 of 17                                                                                                   3/7/2011 at 5:03 PM
                                                                        Fault Tree for ??




                                                                                           Notes



                                                                             Top Event




                                                                             AND/OR




                 Event                           Event       Event             Event                Event            Event     Event




                  OR                             AND        AND/OR             AND                  AND               OR      AND/OR

       Notes
                                                                                                     A                B         C


                                                 Event       Event             Event


                                                                                                                   Question         Question

                                               AND/OR       AND/OR           AND/OR            CF           CF




                                                                                               CF           CF

                                                 Event       Event             Event
                                                                                                                 Question       Question




                                                                Notes




FT Template 1 of 05d9144e-cedb-4372-91e0-d5adf11c1296.xls                       14 of 17                                                   3/7/2011 at 5:03 PM
                                                                     Fault Tree for ?? (cont'd)




                                                                     A
                                                                                            Notes/Supporting Data



                                                                              Top Event




                                                                              AND/OR




                 Event                           Event       Event              Event                 Event              Event         Event




                  OR                           AND/OR       AND/OR              AND                   AND                 OR          AND/OR

       Notes/Supporting data
                                                                                                                          B              C


                                                 Event       Event              Event


                                                                                                                    Question

                                               AND/OR       AND/OR            AND/OR


                                                                                            Notes

                                                                                                                    CF           CF
                                                 Event       Event              Event
                                                                                                                                      Question

                                                                                                                    CF           CF




FT Template 2 of 05d9144e-cedb-4372-91e0-d5adf11c1296.xls                        15 of 17                                                        3/7/2011 at 5:03 PM
                                                                     Fault Tree for ??




                                                                                        Notes



                                                                          Top Event




                 Event                          Event    Event              Event               Event         Event    Event




       Notes
                                                                                                 A             B        C


                                                Event    Event              Event


                                                                                                            Question        Question

                                                                                         CF          CF




                                                                                         CF          CF

                                                Event    Event              Event
                                                                                                          Question      Question




                                                             Notes




Why Tree 1 of 05d9144e-cedb-4372-91e0-d5adf11c1296.xls                       16 of 17                                              3/7/2011 at 5:03 PM
                                                                 Fault Tree for ?? (cont'd)




                                                                 A
                                                                                        Notes/Supporting Data



                                                                          Top Event




                 Event                          Event    Event              Event                 Event                  Event        Event




       Notes/Supporting data
                                                                                                                          B             C


                                                Event    Event              Event


                                                                                                                     Question




                                                                                        Notes

                                                                                                                CF              CF
                                                Event    Event              Event
                                                                                                                                     Question

                                                                                                                CF              CF




Why Tree 2 of 05d9144e-cedb-4372-91e0-d5adf11c1296.xls                       17 of 17                                                           3/7/2011 at 5:03 PM

								
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