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Description
Organization Tree Template document sample
Document Sample
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 ??
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source
A A
Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
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 ??
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
A B B
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
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 ??
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source
B C C
Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
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 ??
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source
C D D
Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
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 ??
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
D E E
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
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 ??
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source
E F F
Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
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 ??
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
F G G
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
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 ??
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
G H H
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
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 ??
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
H I
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
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 ??
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
I J
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
Source Source Source Source Source
Time Time Time Time Time
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 ??
Source Source Source Source
Time Time Time Time
Source Source Source Source
Time Time Time Time
Source Source Source Source
Time Time Time Time
Source Source Source Source
Time Time Time Time
Source Source Source Source
J
Time Time Time Time
Source Source Source Source
Time Time Time Time
Source Source Source Source
Time Time Time Time
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
Source
Time Time Time Time Time
Source Source Source Source Source
Time
Source
Question Question
Time Time Time Time Time
Source Source Source Source Source
A A
Time
Source CF CF
B B
Time Time Time Time Time
C C
Source Source Source Source CF CF Source
D D
Time
Source
E E
Time Time Time Time Time
F F
Source Source Source
Loss Event
G G
Time
Source
H H
Source Source
Time Time Time
I I
Source Source Source
Time
Source Time Time
Source Source Source Source
Time Time Time
Source Source Source
Time
Time Time Time Time
Source Source Source Source
Time Time Time
Time Time Time Time
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
