Create an RCA using an RCA Template

Steps

Access the RCA Overview page.

Hint: You can also access the RCA Overview page for a particular Asset Hierarchy Level.
Select the Template tab.

A list of available templates appears.
Select the row that contains the RCA Template that you want to use to create new RCA, and then select .

The Template Analysis dialog box appears, asking you to confirm that you want to create a new Root Cause analysis based on the selected RCA Template.
Select Yes.

The Analysis Summary workspace appears, displaying a datasheet. All the fields on the datasheet are populated from the template except the Analysis Summary field.
In the Analysis Name box, enter a unique name for the analysis. This is a required field.
As needed, modify the values in the remaining fields, and then select .

The new Root Cause analysis is created and saved. The list of available analyses on the Templates section is updated.

Results

When you copy an Analysis Template to create a new Root Cause analysis, any of the following items that exist in the original RCA Template will be copied to the new Root Cause analysis:

RCA Preserve records. The values in the remain the same except:
- The value in the Date Due field is set to 30 days after the date the copy is performed.
- The value in the Completed field is set to No.
- The Date Completed field is disabled, and the value is removed.
The Logic Tree and any associateds (e.g., Hypothesis, Failure Mode). The values in theses remain the same.
RCA Verifications. The values in the remain the same except:
- The value in the Outcome field is removed.
- The value in the Due Date field is set to 30 days after the date the copy is performed.
- The value in the Completed field is set to No.
- The Date Completed field is disabled, and the value is removed.
Event Diagram and any associated (i.e., RCA Sequence Nodes). The values in theses remain the same.