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RCA Format

Admin → AI & Tools → RCA Format

The Markdown template NudgeBee's AI fills in when it writes a root cause analysis for an event. Edit it so generated RCAs come out in the shape your incident process already expects, instead of a shape your team has to reformat by hand.

How it works

The template is a set of headings and instructions. NudgeBee passes it to the model along with the event's evidence, and the model writes the report against it — so headings you add get filled, and headings you remove stop appearing.

The template is set per account, so different accounts can carry different formats. Save is disabled until you actually change something.

The default template

Out of the box the template asks for:

  • Event Summary — date and time, affected component, impact.
  • Root Cause Analysis — the primary cause, a 5-Whys causality chain from symptom to root cause, and contributing factors with supporting evidence.
  • Evidence Overview — system details and a timeline of events with real data points.
  • Recommendations — immediate and long-term actions.
  • Notes — anything else worth recording.

If you have never edited it, this is what you are getting.

Editing

Write instructions, not just headings. The default template's sections carry guidance like "Replace these brackets with actual data, do not output literal brackets" and "Only include details which contribute to the event" — that guidance is what stops the model padding the report, and it is worth keeping the same style in sections you add.

Useful changes:

  • Add a section your process requires — customer impact, SLA breach status, a link to the incident channel.
  • Remove what you do not use. A shorter template produces a shorter report.
  • Fix the audience. If these RCAs go to non-engineers, say so in the template and ask for plain language in the summary.