RCA Recommendation Records

RCA Recommendation records store details of a recommendation and the progress associated with getting the recommendation approved and implemented. The following table provides an alphabetical list and description of the fields that exist for the RCA Recommendation family. The information in the table reflects the baseline state and behavior of these fields. This list is not comprehensive.

This family is enabled for site filtering, which means that records in this family can be assigned to a specific site, and will then only be accessible to users who are assigned to the same site and have the appropriate license and family privileges. See the Site Filtering section of the documentation for more information on using this feature.

Field Data Type Description Behavior and Usage
Alert Assignee When Due?

Logical

An option that lets you send an alert to the person responsible for implementing the recommendation.

If this field is selected, the GE Digital APM system will send an alert to the person in the Assigned to Name field on the date defined in the Target Completion Date field.

This field is labeled Alert Responsible Party When Due? and is available in the Alert section of the datasheet.

Analysis ID

Character

The ID of the RCA associated with the recommendation.

This field is automatically populated when an RCA Recommendation is linked to an RCA, and is disabled.

This field is labeled RCA Analysis ID and is available in the General Information section of the datasheet.

Asset ID

Character

The ID for the Equipment associated with the recommendation.

You can define this field by selecting and searching for the required Asset. You can then select the Asset, and then select OK to link it to the RCA Recommendation.

This field is labeled Equipment ID and is available in the General Information section of the datasheet.

Assigned to Name

Character

The name of the person responsible for ensuring the recommendation is implemented.

This field is required. You can select a Human Resource from the list.

This field is available on the General Information tab on the datasheet.

Author Name

Character

The name of the person proposing the recommendation.

You can select a team member from a list of current RCA Team Members.

This field is available in the General Information section of the datasheet.

Business Impact

Character

The impact to the manufacturing process during the recommendation implementation.

You can choose this value from a list of the following options:

  • Safety

  • Environmental

  • Production

  • Economic

This field is available in the General Information section of the datasheet.

Cause

Character

A description of the cause of the problem the recommendation has been created to fix.

You can choose from a list of RCA Hypothesis that you have identified as causes in the Logic Tree for the RCA.

This field is available in the General Information section of the datasheet.

Cause Type

Character

The type of cause of the problem the recommendation has been created to fix.

This field is disabled and populated automatically with the value in the State field of the RCA Hypothesis identified in the Cause field.

This field is available in the General Information section of the datasheet.

Completed

Logical

Indicates that the recommendation is complete.

You can set this value to True to indicate that this recommendation is complete.

Completion Comments

Text

Details about the completed recommendation.

This field is required if the value in the Status field is Rejected, Canceled, or Superseded.

This field is labeled Close-Out Comments and is available on the General Information tab on the datasheet.

Create SAP Notification?

Logical

Creates an SAP Notification for the corresponding recommendation.

If the SAP Interfaces module has been implemented and this field is set to True, when the RCA Recommendation is saved, a notification will be created in SAP, and the Work Reference Request, Work Request Equipment, and Work Request Functional Location fields will be populated with values from the corresponding notification.

This field is labeled Create Work Request? and is available in the General Information section of the datasheet.

Creation Date

Date

The date the recommendation was created.

This field is disabled and populated automatically with the date on which the RCA Recommendation was created.

This field is available in the General Information section of the datasheet.

Date Reviewed

Date

The date the recommendation status was changed to Reviewed.

This field is populated automatically with the current date when the Status field is updated to Reviewed.

Days Before Due Date to be Notified

Number

The numbers of days prior to the target date that the email message should be sent.

This field is enabled only when the Alert Responsible Part When Due? field is set to True, in which case this field is required.

This field is labeled Days before Due Date to be Alerted and is available in the Alert section of the datasheet.

Equipment Technical Number

Character

The technical number of the piece of equipment for which the recommendation is being made.

When you select a value in the Equipment ID field, this field is populated automatically with the value in the Equipment Technical Number field of the associated Equipment.

This field is labeled Technical Number and is available in the General Information section of the datasheet.

Final Action Taken

Text

The actions taken to implement the recommendation.

You can define this field manually by typing a description of final actions in this field.

Final Approver Name

Character

The name of the person ultimately responsible for approving the recommendation and the associated cost.

You can select a Human Resource from the list. This field is required if the Alert Responsible Party When Due? field is True.

This field is available in the General Information section of the datasheet.

Frequency of Alert After Due Date

Character

The frequency after the target date that the alert will be resent.

This field is enabled only when the value in the Alert Responsible Party When Due? field is True, in which case this field is required, and you can choose a value from the list of following values:

  • Never

  • Daily

  • Weekly

  • Monthly

  • Yearly

This field is available in the Alert section of the datasheet.

Functional Location ID

Character

The ID of the Functional Location that is either linked to the Equipment that appears in the Equipment ID field or linked separately to the RCA Recommendation.

This value is populated automatically if a Functional Location exists and is linked to the Equipment that appears in the Equipment ID field. You can also select <insert ellipsis icon> to search for the Functional Location that you want, select it. When you select OK, the Functional Location is linked to the RCA Recommendation.

This field is available in the General Information section of the datasheet.

This field is labeled as Location ID on the datasheet.

Hypothesis ID

Number

The ID of the hypothesis associated with the corresponding RCA.

This field is populated automatically if the RCA Recommendation is linked to an RCA.

 

Implementation Alert Text

Text

Text the user can add that will be sent in the body of the alert to the assignee to remind them the recommendation must be met by the target date.

You can enter the text you wish to appear in the Alert email.

This field is available in the Alert section of the datasheet.

Implemented Date

Date

The date the recommendation was implemented.

This field is populated automatically when the RCA Recommendation is implemented. When this occurs, the field becomes disabled.

This field is available in the General Information section of the datasheet.

Mandatory Date

Date

The date by which the recommendation must be implemented.

You can select a date using the Calendar tool.

This field is available in the General Information section of the datasheet.

Recommendation Basis

Character

Background information about why the recommendation is being made.

You can enter any necessary background information in this field.

This field is available in the General Information section of the datasheet.

Recommendation Closure Date

Date

The date the recommendation status is changed to Implemented, Rejected, or Superseded.

This field is populated automatically with the current date when the value in the status field is changed to Implemented, Rejected, or Superseded.

Recommendation Description

Text

A detailed description of the recommendation. 

You can enter a description of the recommendation in this field.

This field is available in the General Information section of the datasheet.

Recommendation Headline

Character

A brief summary of the recommendation. 

You can enter a brief summary of the recommendation in this field.

This field is available in the General Information section of the datasheet.

Recommendation ID

Character

The ID for the RCA Recommendation.

This field is populated automatically with a unique name (e.g., REC_888) when the recommendation is created. You can change this value if you want.

This field is available in the General Information section of the datasheet.  

Recommendation Priority

Character

A value that represents the priority or criticality level of the recommendation for implementation.

You can chose from a list of the following values:

  • High

  • Medium

  • Low

This field is available in the General Information section of the datasheet.

Reevaluate?

Logical

Indicates whether team members should evaluate the recommendation again.

If this check box is selected, an alert will be sent to users specified in the Reevaluation Notification List field.

This field is available in the Alert section of the datasheet.

Reevaluation Alert Body Text

Text

The message text in the body of the reevaluation alert, which will be sent to users in the reevaluation notification list.

This field is enabled only when the Reevaluate? field check box is selected. Then the field is required.

This field is available in the Alert section of the datasheet.

Reevaluation Date

Date

The date on which an alert is sent out to tell the alert recipient to re-evaluate the recommendation.

This field is enabled only when the Reevaluate? field is set to True. Then the field is required. You can select a date using the Calendar tool.

This field is available in the Alert section of the datasheet.

Reevaluation Notification List

Character

Individuals that will be sent to the reevaluation alert.

This field is enabled only when the Reevaluate? field is set to True. Then the field is required. You can select from a list of names with Human Resources.

This field is labeled Reevaluation Alert List and is available in the Alert section of the datasheet.

Required Equipment Status

Character

The operating status the piece of equipment must be under, in order for the recommendation to be implemented.

You can choose from a list of the following values:

  • On-line

  • Off-line

  • Not Applicable

This field is available in the General Information section of the datasheet.

Reviewer Name

Character

The first and last name of the person who should review the information in the Recommendation before the recommended action is performed.

You can select a team member from a list of current RCA Team Members.

This field is available in the General Information section of the datasheet.

Status

Character

The status of the recommendation.

You can choose from a list of the following values:

  • Approved

  • Created
  • Pending Review

  • Reviewed

  • Rejected

  • Canceled
  • Superseded

  • In Progress

  • Implemented

When the Recommendation is created, the field is set to Created, but can be modified if needed. This field is required.

You can send an alert only if the Status field is set to Approved or In Progress value.

This field is available in the General Information section of the datasheet.

Status Changed By

Character

The ID of the user who last changed value in the Status field.

This field is populated automatically when the Status field is updated.

This value does not appear on the datasheet by default.

Status Changed by Name

Character

The name of the person who last changed the Status field.

This field is populated automatically when the Status field is updated.

This value does not appear on the datasheet by default.

Status Date

Date

The date the Status field was most recently changed.

This field is populated automatically with the current date when the Status field is updated.

This value does not appear on the datasheet by default.

Target Completion Date

Date

The date the recommendation is intended to be implemented.

You can select a date using the Calendar tool.  This field is required.

This field is available in the General Information section of the datasheet.

Work Order Number

Character

The ID of the work order arising from the work request.

This field is populated automatically after a notification has been created in SAP.

This value does not appear on the datasheet by default.

Work Request Equipment

Character

The ID of the Asset in SAP that is associated with the SAP Notification that was created.

This field is populated automatically after a notification has been created in SAP.

This field is available in the General Information section of the datasheet.

Work Request Functional Location

Character

The ID of the Asset in SAP that is associated with the SAP Notification that was created.  

This field is populated automatically after a notification has been created in SAP.

This field is available in the General Information section of the datasheet.

Work Request Reference

Character

The ID of the SAP Notification.

This field is populated automatically after a notification has been created in SAP.

This field is available on the General Information tab on the datasheet.

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