Tracking for Results: An Example

After the RCA Analysis findings have been communicated and the recommendation has been implemented, the team will want to track the effectiveness of the recommendation to see if the new report has prevented the cooling water pump from failing thus far. Tracking for results involves creating RCA Tracking Item records, scheduling the Tracking Evaluations in the Meridium APM Schedule Manager, and modifying the existing recommendation or creating a new one based on the discoveries that are made through reevaluation.

To keep track of the success of the implemented recommendations for our example:

  1. Create RCA Tracking Item records and assign them to the team member(s) responsible for tracking the recommendation. An email message will be sent to the team member if the values in the Count and Cost field are exceeded. In this case, you would create an RCA Tracking Item record as shown in the following image.

The value 2 in the Count field indicates that if the number of Failure records linked to the Equipment record Pump exceeds two, the alert email will be sent to Bob Williams. Note also that in the Cost field, the value 45 indicates that if the sum of the failure cost exceeds $10,000, the alert email will be sent to Bob Williams.

In this case, the cooling water pump has not incurred any failures since the recommendation was implemented.

  1. The recommendation should continue to be tracked by a member of the RCA Analysis Team through RCA Tracking Item records and the Schedule Manager.

At this point, the RCA Analysis is considered complete, and you can publish the RCA Analysis and share reports with individuals outside of the RCA Analysis Team.