Root Cause Analysis (RCA) Workflow

This workflow provides the basic, high-level steps for using Root Cause Analysis. The steps and links in this workflow do not necessarily reference every possible procedure. For more procedures, see the links in the Related Information section.

Define when an RCA should be performed.
Create a Root Cause Analysis.
Add Critical Success Factors to an RCA.
Select the members of the RCA team.
Modify the Team Charter in the Definition section.

Note: The user that completes tasks listed in Step 2 to Step 6 will be added to the RCA Team automatically as the Principal Analyst. After completing these steps, you can designate a different team member as the Principal Analyst.
Link the Assets on which the RCA is based.
Link the RCA to Reference Documents, which contain reference material relevant to the analysis.
Create RCA Preserve records and assign them to team members.

Note: While the PROACT acronym lists the Preserve step first, the order in which you perform the associated task in GE Digital APM can differ.
Create an Event Diagram or a Logic Tree to provide a visual representation of the data that was collected. You can create an Event Diagram or a Logic Tree depending on your requirement.

Note: Interaction with diagramming and design canvases is not available on touch-screen devices.
Create RCA Recommendations, communicate findings, and generate reports to present the team's conclusions to the decision makers in your organization. After you have successfully communicated the team's findings and the proposed recommendations have been approved, the recommendations should then be implemented within the organization.
Create RCA Tracking Items to track the success or failure of the solutions that were implemented.