After the RCA Analysis Team has developed a recommended solution for preventing future failures of the piece of equipment or location, a team member should create an RCA Recommendation record to store the details of the recommendation.
To create a new RCA Recommendation record:
On the Communicate Records page, on the Common Tasks menu, click the New Recommendation link.
The Recommendation Details page appears, displaying the RCA Recommendation datasheet. The General Information tab is selected by default.
On the General Information tab, enter the appropriate values into the available fields. The Target Completion Date and Assigned To Name fields are required.
If the recommendation is specific to a piece of equipment or location, define values in the Equipment ID and Functional Location ID fields to link the RCA Recommendation record to the Equipment or Functional Location records that represent that piece of equipment or location.
If a recommendation is specific to an piece of equipment, you should define a value in the Equipment ID field first. If the Equipment record you choose is linked to a Functional Location record, the Functional Location ID field will be populated automatically with the value in the Functional Location field of that Equipment record.
If the Equipment record is not linked to a Functional Location record or you want to define a different Functional Location record, you can then define a value in the Functional Location ID field.
Note: If you define a value in the Functional Location ID field before you define a value in the Equipment ID field, it may be overwritten when you define a value in the Equipment ID field.
If you want to schedule a recommendation alert email to be sent to a specified recipient, click the Alert tab, and enter the appropriate information on the datasheet.
On the Common Tasks menu, click the Save Recommendation link.
The RCA Recommendation record is saved to the database and linked to the RCA Analysis record for the current RCA Analysis, and the Communicate Records page appears.
