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Create an RCA using an RCA Template

Before You Begin

• Create an RCA Template

Steps

1. Access the RCA Overview page.

2. Select the Template tab.

   A list of available templates appears.

   

3. Select the row that contains the RCA Template that you want to use to create new RCA, and then select .

   The Template Analysis dialog box appears, asking you to confirm that you want to create a new Root Cause analysis based on the selected RCA Template.

4. Select Yes.

   The Analysis Summary workspace appears, displaying a datasheet. All the fields on the datasheet are populated from the template except the Analysis Name field.

   

5. In the Analysis Name box, enter a unique name for the analysis. This is a required field.

6. As needed, modify the values in the remaining fields, and then select .

   The new Root Cause analysis is created and saved. The list of available analyses on the Templates section is updated.

Results

When you create a new RCA from an Analysis Template, any of the following items that exist in the original RCA Template will be copied to the new Root Cause analysis:

• RCA Preserve records. The values in the remain the same except:

  • The value in the Date Due field is set to 30 days after the date the copy is performed.
  • The value in the Completed field is set to No.
  • The Date Completed field is disabled, and the value is removed.
• The Logic Tree and any associates (e.g., Hypothesis, Failure Mode). The values in theses remain the same.

• RCA Verifications. The values in the remain the same except:

  • The value in the Outcome field is removed.
  • The value in the Due Date field is set to 30 days after the date the copy is performed.
  • The value in the Completed field is set to No.
  • The Date Completed field is disabled, and the value is removed.
• Event Diagram and any associated (i.e., RCA Sequence Nodes). The values in theses remain the same.
• RCA Team Charter.

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