Case Management
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e.g. TRM-20260304-0001
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Case Performance
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Avg. days to close · by country
Cases opened vs closed · 6 months
Case Workflow
Problem Definition
Mark confirmed
Team formation and precise problem scoping.
How to use this section — Assemble the team with clear roles. Define the problem precisely using facts — what IS happening and what IS NOT. Use 5W2H to bound scope. Avoid assumptions or root cause statements at this stage.
Case Details
Format: XXX-YYYYMMDD-XXXX (e.g. TRM-20260115-0003)
Problem Description
Involved People & Teams
Containment Actions
Mark confirmed
Immediate actions to contain the issue while root cause is investigated.
How to use this section — Document immediate steps to contain the impact. Clarify what was stopped or safeguarded, note who approved actions and when, and record any temporary controls put in place.
Root Cause Analysis
Mark confirmed
Identify the verified root cause using structured analysis tools.
How to use this section — List suspected causes with supporting evidence. Differentiate symptoms from underlying causes and capture how the issue could recur. Note any data gaps before moving to corrective actions.
| Action | Responsible | Due | Actual |
|---|---|---|---|
Add action
Permanent Corrective Actions
Mark confirmed
Define permanent actions that eliminate the verified root cause.
How to use this section — Use the fishbone diagram to explore all cause categories, then narrow using 5-Why. Every identified cause must be supported by evidence — do not accept assumptions before moving forward.
Fishbone Analysis
People / Organization
Process / Workflow
Tools / Systems
Environment / Context
Policy / Management
Material / Input
5-Why Analysis
Chain A
Chain B
Investigation Tasks
| Task | Responsible | Due | Actual |
|---|---|---|---|
Add task
Factor / Tree Analysis
| Factor | Owner | Reviewed | Status | Comment |
|---|---|---|---|---|
Add factor
Implementation & Validation
Mark confirmed
Implement corrective actions and verify their effectiveness.
How to use this section — List actions that permanently address the root cause. Specify owners, due dates, and success criteria. Document who verified effectiveness and when, and note any follow-up checks required.
| Action | Responsible | Due | Actual |
|---|---|---|---|
Add action
Prevention
Mark confirmed
Prevent recurrence across the fleet and organisation.
How to use this section — Update procedures and standards to prevent recurrence beyond this case. Capture training completed, preventive controls added, and any documentation updates required across the organisation.
Closure & Learnings
Mark confirmed
Formally close the case and capture key learnings.
How to use this section — Confirm final approvals and sign-off. Capture key learnings and outcomes. Ensure all evidence of completion is documented before formally closing, and note any handover or monitoring requirements.
AI Reasoning
Welcome to CoSolve AI Reasoning
Collaborative problem solving, powered by AI
WORKING ON AN ACTIVE PROBLEM?
Load a case from the left panel first, then try:
What should we focus on right now?
Are there any gaps we might have missed?
What should we prepare for the next step?
HOW ARE WE DOING?
Ask performance and KPI questions:
Show me incident counts, resolution times, and performance trends across the case portfolio.
Which areas have the most open cases right now?
How long do cases typically take to resolve?
HAVE WE SEEN THIS BEFORE?
Look through past resolved cases:
Have we dealt with a problem like this before?
Has anything similar come up in other parts of the operation?
LOOKING AT THE BIGGER PICTURE?
Ask strategy and trend questions:
What are the most recurring failure types we face?
How are we trending on unplanned failures this year?
Which areas need organisational attention?
Load a case from the left panel to get case-specific guidance,
or ask any question directly to reason across the knowledge base.