After the cooling water pump failure meets the criteria for requiring an RCA Analysis, the first step is to order the analysis. The user who will serve as the Principal Analyst can complete this step by using the New Analysis Builder to initiate the development of the RCA Analysis for the recurring failures of the cooling water pump.
To order the analysis for our example:
Access the New Analysis Builder.
When the New Analysis Builder appears, the PROACT Analysis Datasheet screen is displayed, where you would define the RCA Analysis record, as shown in the following image.
In the Frequency of Failures text box, the number 1 represents the number of failures that occurred for the cooling water pump.
When you click the Next button, the Linked Assets screen will appear, where you can search for the desired Equipment or Functional Location record and select it.
You will then click the Next button to display the Select Team Members screen, where you can define the RCA Analysis Team by selecting the names of the users who would contribute a wide range of expertise to the team. In this case, you would select:
The analyst, Suzie Jones, to help gather information surrounding the failure.
The mechanic, Pete Handy, because he will repair the cooling water pump.
The engineer, Bob Speck, because he is an expert on systems and safety guidelines.
The following image shows the Select Team Members screen after the RCA Analysis Team has been selected. The Principal Analyst is Jane Doe, who is an expert on facilitating team discussion and documenting discussion notes.
On the Select CSF screen, you can accept the default Critical Success Factors or create new ones. For this example, you want to accept the default Critical Success Factors, so select each Critical Success Factor in the Available CSF grid and proceed to the next screen.
On the Enter Team Charter screen, you can type your own Team Charter or accept the default Team Charter. For this example, you want to accept the default Team Charter and modify it so that it appears as the following image shows.
After you define the Team Charter, you can click the Finish button to exit the New Analysis Builder and begin preserving the failure data for the RCA Analysis.
After you click the Finish button, the RCA Analysis record and all initial information for the RCA Analysis is saved, and the Preserve Failure Data page appears.