Opening the Comprehensive Analysis Report

The Comprehensive Analysis Report is comprised of multiple subreports. When you open the report, you can select which subreports you want to display and which ones you do not.

To open the Comprehensive Analysis Report, you must have View privileges to all families included in the underlying queries and datasets. You will must also have View and Update privileges to the RCA Image family.

Note: If this is the first time the Comprehensive Analysis Report has been opened by ANY user, that user must have View, Update, and Insert privileges to the RCA Image family to view the report.

To open the Comprehensive Analysis Report:

  1. On the Reports List page, click the hyperlinked caption of the Comprehensive Analysis Report.

The Comprehensive Analysis Report dialog box appears.

The Comprehensive Analysis Report dialog box contains multiple options, which correspond to subreports that can be included in the Comprehensive Analysis Report. All of the options are selected by default. You can modify these selections as desired. The options that are selected will persist for the current user, which means if you clear any of the check boxes, the next time that you access the report, your previous selections will be retained.

  1. Clear the check box next to any item that you want to exclude from the report. The following table describes the options that are displayed in the Comprehensive Analysis Report dialog box and the corresponding section in the report.

Window Option

Report Section

Preserve

A description of the Preserve stage of a Root Cause Analysis.

Data Collection

A list of the RCA Preserve Item records that are included in the RCA Analysis.

Data Collection File Links

A list of the Reference Document records that are linked to the RCA Preserve Item records that are included in the RCA Analysis.

Order

A description of the Order stage of a Root Cause Analysis.

Team Member

A list of the RCA Analysis Team members.

Critical Success Factors

A description of the analysis Team Charter, a list of the critical success factors that are included in the RCA Analysis, and a list of the important dates associated with the RCA Analysis.

Analyze

 

A description of the Analyze stage of a Root Cause Analysis.

Event Diagram

An image of the Event Diagram.

Logic Tree

An image of the Logic Tree.

Verification Log

A list of the RCA Verification records, which are included in the RCA Analysis.

Verification File Links

A list of the Reference Document records that are linked to the RCA Verification records, which are included in the RCA Analysis.

Communicate

A description of the Communicate stage of a Root Cause Analysis.

Event and Cause Summaries

A description of the event that is being analyzed and a description of the team's findings. These descriptions reflect the values in the Event Narrative and Mechanism fields of the RCA Analysis record.

Executive Summary Recommendations

A list of the RCA Recommendation records that are included in the RCA Analysis.

Recommendation File Links

A list of the Reference Document records that are linked to the RCA Recommendation records that are included in the RCA Analysis.

Acknowledgements

A description of the acknowledgements included in the RCA Analysis. This description reflects the value in the Acknowledgements field, which appears on the RCA Communicate datasheet on the Communicate Records page.

Track

A description of the Track stage of a Root Cause Analysis.

Tracking Items Summary

A list of the RCA Tracking Item records that are included in the RCA Analysis.

Analysis-At-A-Glance

A description of the Overview section of the report.

Overview

An overview of the RCA Analysis, including:

  • The name of the RCA Analysis.

  • The Principal Analyst.

  • The analysis start date.

  • The estimated completion date.

  • The estimated cost of the event.

  • The number of items that have been created, completed or assigned to RCA Analysis Team Members (e.g., RCA Preserve Item records).

  1. If you want to include Reference Documents in the report, click the Reference Documents link.

Note: The check box to the left of the Reference Documents link will be selected if one or more reference documents are already included in the report. You can click the Reference Documents link to see which ones are already included.

The Select Reference Documents dialog box appears.

  1. In the list of available references documents, select the check box to the left of any reference document that you want to include in the report. If a reference document is already included in the report, the check box to the left of its Document ID will already be selected. You can select the check box in the upper, left corner of the grid to include ALL reference documents. The list contains Reference Document records that are linked to any of the following records in the RCA Analysis:

Note: Only image files with the file extensions JPEG, BMP, GIF, and PNG are supported by the Comprehensive Analysis report. If other types of reference documents are associated with the analysis, they will not be displayed in the list. Of no reference documents are available, the list will be empty.

  1. Click OK.

The Select Reference Documents dialog box closes, and the Comprehensive Analysis dialog box returns to focus.

  1. Click OK.

The report is generated and appears in the Report Viewer.