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CSQA FIELD GUIDE / Root cause

How to Handle Root cause: 2026 Step-by-Step

To handle Root cause, confirm the input/format and output requirements, then follow the steps and verify the result.

Updated 2026-11-01About 3 minLocal test
Quick answer

To handle Root cause, confirm the input/format and output requirements, then follow the steps and verify the result. QA finds symptoms; root causes usually sit in knowledge, process, system or product.

Why it matters

Defining the output first avoids finishing before discovering the format/size/quality is wrong.

Use 5 Whys until you reach an actionable layer.

Step by step

  1. Define QA goals and observable behaviors before building a giant scorecard.
  2. Stratify samples by shift, channel and risk so they represent real problems.
  3. Calibrate scoring boundaries before ranking or performance decisions.
  4. Attribute issues to knowledge, process, system or people before choosing fixes.

Common mistakes

  • Scoring without calibration makes managers incomparable.
  • Sampling only easy tickets biases the result.
  • Using QA as punishment makes agents hide context.
  • Looking only at CSAT while ignoring resolution and rework.

Checklist

  • Scorecard has behavioral anchors.
  • Sampling has stratification rules.
  • Calibration records disputed samples.
  • Issues have owners and review dates.

Key facts

  • Use 5 Whys until you reach an actionable layer.
  • Separate knowledge gaps, process defects, system limits and execution.
  • Give every root cause an owner and verification metric.

FAQ

How do I handle Root cause?

To handle Root cause, confirm the input/format and output requirements, then follow the steps and verify the result. QA finds symptoms; root causes usually sit in knowledge, process, system or product.

How long does it take?

Usually 1-3 minutes; for intermittent issues, run 30 seconds and retest elsewhere.

Is data uploaded?

Runs locally and does not upload video/audio; extensions may still read the page.

Source: ASQ