A Taxonomy is a way of categorizing something. In risk management a Taxonomy is a set of categories that are either Contributing Factors or Mitigating Factors influencing whether an negative outcome will result or not.


IncidentAnalytix allows you to identify both Contributing Factors (those that are causal or increase the likelihood of the negative occurrence and Mitigating Factors (those that are preventative or decrease the likelihood of the negative occurrence).


To utilize either the Contributing and/or Mitigating Factors for your incidents you need to select the Taxonomy Model that you wish to apply and you absolutely should use the same Model for both the Contributing Factors and the Mitigating Factors if you are tracking both.


IncidentAnalytix currently supports two Causal Taxonomy approaches:


Taxonomy 1


  • Equipment
  • Environment
  • Human Factors


Taxonomy 2 (Based on research from the UPLOADS Project)


  • Activity Equipment and Resources
  • Activity Environment
  • Activity Leader
  • Activity Participants
  • Other People in Activity Group
  • Activity Group
  • Other People in Activity Environment
  • Supervisor/Field Managers
  • Higher-Level Management
  • Local Area Government
  • Schools
  • Parents/Carers
  • Regulatory Bodies and Professional Associations
  • State and Federal Government


Within each of these top level categories there are numerous subcategories. The best way to implement a Taxonomy is to select one approach and then go into the Customize Dropdowns section. Select the Factor Type (Contributing and/or Mitigating) which represents the top level category and drag the appropriate ones you are using (either Taxonomy 1 or Taxonomy 2) into the right column. 


The Factor Type has a cascading relationship with its subcategories. If you first select Factor Type A from the upper dropdown list then the actual Factors which show up in the lower dropdown list are only those related to Type A.