After you have configured the RCA module, members of your organization must define the general criteria that dictate when an RCA Analysis should be performed. When a piece of equipment or location in your facility meets this criteria, you should perform an RCA Analysis according to the steps in the PROACT for Meridium methodology using the Root Cause Analysis module.
The following list outlines the steps in the PROACT for Meridium methodology and the corresponding tasks that you should complete in Meridium APM to develop an RCA Analysis.
Order the analysis: Use the New Analysis Builder to complete the initial steps required for the RCA Analysis. When you are finished, an RCA Analysis record is created. Using the New Analysis Builder, you will:
Select the Equipment or Functional Location record on which the RCA Analysis is based.
Select the members of the RCA Analysis Team.
Select or add Critical Success Factors to the RCA Analysis.
Select or modify the Team Charter.
Preserve failure data: Create RCA Preserve Item records and assign them to team members.
Note: While the PROACT acronym lists the Preserve step first, the order in which you perform the associated task in Meridium APM differs.
Analyze the data: Create an Event Diagram and a Logic Tree diagram to provide a visual representation of the data that was collected. Using the diagrams, you can analyze the data, develop hypotheses, and verify hypotheses. When you develop and verify hypotheses, you will create the corresponding RCA Hypothesis and RCA Verification records.
Communicate findings and recommendations: Update the RCA Analysis record, create RCA Recommendation records, and generate reports to communicate the team's conclusions to the decision makers in your organization.
Track and reevaluate results: Using RCA Tracking Item records to track the success or failure of the solutions that were implemented. If necessary, reevaluate and modify the team's recommendations.