Workflow

Root Cause Analysis Workflow

This workflow describes the process for conducting a root cause analysis to analyze causes of failures and tracking performance of the equipment.

In the following workflow diagram, the blue text in a shape indicates that the corresponding description has been provided in the sections that follow the diagram. For more information, refer to the Interpreting the Workflow Diagrams topic in the APM Product Workflows documentation.
Note: For information on the personas associated with a APM module, refer to the APM Product Workflows documentation.
Other WorkflowsCreate RCAAssemble TeamPreserve DataCreate Event DiagramCreate Logic Tree (Fishbone)Verify AssumptionsSave RCA as TemplateCommunicate FindingsTrack PerformanceNotification of Poor Performance SentManage Performance RecommendationsPublish RCA

Create RCA

Persona: Analyst

Create a new RCA Analysis and save.

Assemble Team

Persona: Analyst

Assemble team members to perform an RCA.

Preserve Data

Persona: Analyst

Collect data for task assignments and task management.

Create Event Diagram

Persona: Analyst

Create an event diagram of all contributing factors that are possible causes of a failure event.

Create Logic Tree (Fishbone)

Persona: Analyst

View a complex logic diagram analysis of the event and all of the causes that led up to the event.

Verify Assumptions

Persona: Analyst

Prove or disprove a specific hypotheses based on detailed analysis.

Save RCA as Template

Persona: Analyst

Use an RCA to save as a template.

Communicate Findings

Persona: Analyst

Send the results of a comprehensive analysis report to one or more email recipients.

Track Performance

Persona: Analyst

Specify tracking parameters related to an asset and provide notifications when the specified criteria has been exceeded.

Notification of Poor Performance Sent

Persona: Analyst

When any of the conditions set as tracking items are met, the designated individuals are alerted of the poor performance via an automated email alert.

Publish RCA

Persona: Analyst

Publish the completed analysis to enable the RCA to be viewed by all RCA users.

Manage Performance Recommendations

Persona: Analyst

Create and manage recommendations designed to improve future performance.

Go to the Manage Performance Recommendations workflow.

Other Workflows

Persona: Analyst

Other Workflows provide production data from: SAP, EAM, Recommendations.