Individual Reports | On-Premises APM

Analysis Summary Report

The Analysis Summary Report displays summary information that is stored in the RCA Analysis record. The report is divided into the following sections:

Analysis Data : Contains general information about the analysis.
Location Data : Contains information about the location of the piece of equipment being analyzed.
Equipment Data : Contains information about the piece of equipment that is being analyzed.

The name of the analysis, which is stored in the Analysis Name field in the RCA Analysis record, is displayed at the top of the Analysis Summary Report. The following table lists each item in the report and the corresponding RCA Analysis record field whose data is displayed in the report.

Note: The Location Data and Equipment Data : sections exist in the Analysis Summary Report so that you can view this information in analyses where it existed in previous releases. In the product, the Definition tab on the Analysis Summary workspace allows you to link Equipment and Functional Location records to the RCA Analysis record. Asset information is no longer stored in fields in the RCA Analysis record, which are used to populate values in the Analysis Summary Report. You can view information in Equipment and Functional Location records that are linked to the RCA Analysis record using the Assets subsection of the PROACT RCA Analysis-At-A-Glance Overview section in the Comprehensive Analysis report.


Report Item	RCA Analysis Field
Analysis Data
Analysis Type	Analysis Type
Cost of Event	Cost
Frequency	Frequency
Acknowledgements	Acknowledgements
Analysis Start Date	Start Date
Analysis End Date	End Date
Location Data
Plant Location	Plant Location
Division	Division
Functional Location	Functional Location
Unit	Unit
Equipment Data
Asset Category	Asset Category
Asset Class	Asset Class
Asset Type	Asset Type
Asset ID	Asset ID
Manufacturer	Manufacturer

Cause Report

The Cause Report displays information that is stored in RCA Hypothesis records that are linked to the RCA Analysis record and contain a value of Cause - Physical, Cause - Latent, or Cause - Human in the State field. This information is displayed in two different formats:

The Type of Causes graph.
A table below the graph.

The following image displays the Types of Causes graph. The x-axis displays the types of cause (i.e., human, physical, and latent). The y-axis displays the number of RCA Hypothesis records that contain a cause in the State field, which is also viewed in the Logic Tree section.

The table below the graph displays information related to each RCA Hypothesis record that is linked to the RCA Analysis record.

The following table lists each item in the Cause Report and the corresponding RCA Hypothesis record field whose data is displayed in the report. A row exists for each RCA Hypothesis record and is categorized by the cause state (i.e., physical, latent, or human), which is stored in the State field of the RCA Hypothesis record.


Report Column	RCA Hypothesis Field
Hypothesis	ID
Hypothesis Description	Description
Confidence Factor	Confidence Factor

Logic Tree Summary Report

The Logic Tree Summary Report consists of two parts:

The Logic Tree Summary By Node Type graph.
A table that displays the information in the graph.

The following image displays the Logic Tree Summary By Node Type graph. The x-axis displays the hypothesis state of the node, which is stored in the State field of each corresponding RCA Hypothesis record. The y-axis displays the number of nodes that exist in the Logic Tree for each type of state.

The table below the graph contains the same information in a chart form. In this case, the values in the Node State column are equivalent to the Hypothesis State values in the graph, and the values in the Node Count column are equivalent to the Total Number on Logic Tree values in the graph. The value in the Total row is the total number of nodes that exist in the Logic Tree with a value in the State field in the corresponding RCA Hypothesis record.

Verification Report

The Verification Report displays information that is stored in each RCA Verification record and the RCA Hypothesis record that is linked to an RCA Verification record. It also displays information stored in the Human Resource record that is linked to the RCA Team Member record, which is linked to the RCA Verification record. The report includes each RCA Verification record that is linked to the RCA Analysis record.

The name of the analysis, which is stored in the Analysis Name field in the RCA Analysis record, is displayed at the top of the Verification Report. The following table lists each item in the report and the corresponding RCA Verification, RCA Hypothesis, or Human Resource record field whose data is displayed in the report.


Report Column	RCA Verification or RCA Hypothesis Record	Record Field
Hypothesis	RCA Hypothesis	ID
Verification Method	RCA Verification	Method
Outcome	RCA Verification	Outcome
Responsible	Human Resource	First Name, Last Name
Due Date	RCA Verification	Due Date

Recommendation Report

The Recommendation Report displays information that is stored in each RCA Recommendation record that is linked to an RCA Analysis record.

The name of the analysis, which is stored in the Analysis Name field in the RCA Analysis record, is displayed at the top of the Recommendation Report. The following table lists each item in the report and the corresponding RCA Recommendation record field whose data is displayed in the report.


Report Column	RCA Recommendation Field
Recommendation	Recommendation Headline
Assigned to	Assigned to Name
Target Completion Date	Target Completion Date
Status	Status
Completed?	Completed
Completion Date	Implemented Date

Team Member Report

The Team Member Report displays information that is stored in an RCA Team Member record and the Human Resource record that is linked to the RCA Team Member record. The report includes each RCA Team Member record that is linked to the RCA Analysis record.

The name of the analysis, which is stored in the Analysis Name field in the RCA Analysis record, is displayed at the top of the Team Member Report. The following table lists each item in the report and the corresponding RCA Team Member or Human Resource record field whose data is displayed in the report.


Report Field	RCA Team Member or Human Resource record	Record Field
Team Member Report	RCA Team Member	Type
Job Title	Human Resource	Job Title
Company	Human Resource	Company
Site	Human Resource	Site Code
Facility	Human Resource	Facility
Business Unit	Human Resource	Business Unit
Country	Human Resource	Country
Address	Human Resource	Address
City	Human Resource	City
State	Human Resource	State
Zip Code	Human Resource	Postal Code
Email	Human Resource	Email Address
Phone	Human Resource	Phone

Preserve Items Report - Group by Category

The Preserve Items Report - Group by Category report displays information that is stored in each RCA Preserve Record that is linked to an RCA Analysis record and information stored in the Human Resource record that is linked to an RCA Team Member record that is linked to the RCA Preserve Item record. This report displays information for each Preserve Record in an analysis according to the value in the Data Category field (e.g., paper) in the RCA Preserve Item record.

The name of the analysis, which is stored in the Analysis Name field in the RCA Analysis record, is displayed at the top of the Preserve Items Report - Group by Category. The following table lists each item in the report and the corresponding RCA Preserve Item or Human Resource record field whose data is displayed in the report.


Report Item	RCA Preserve Item or Human Resource Record	Record Field
Data to Collect	RCA Preserve Item	Data to Collect
Collection Strategy	RCA Preserve Item	Collection Strategy
Due Date	RCA Preserve Item	Due Date
Completed?	RCA Preserve Item	Completed?
Responsible	Human Resource	First Name, Last Name

Preserve Items Report - Group by Team Member

The Preserve Items Report Group - Group by Team Member displays information that is stored in each RCA Preserve Item record that is linked to an RCA Analysis record. This report displays information for each RCA Preserve Item record according to the RCA Team Member to whom the Preserve Record is assigned. Each Team Member (e.g., Analyst) is identified in the report by the value stored in the Last Name and First Name fields of the Human Resource record that is linked to the RCA Team Member record that is linked to the RCA Preserve Item record.

The name of the analysis, which is stored in the Analysis Name field in the RCA Analysis record, is displayed at the top of the Preserve Items Report Group - Group by Team Member. The following table lists each item in the report and the corresponding RCA Preserve Item record field whose data is displayed in the report.


Report Item	RCA Preserve Item Field
Data to Collect	Data to Collect
Collection Strategy	Collection Strategy
Due Date	Due Date
Completed?	Completed?
Data Category	Data Category