Send a Summary of Findings Via Email

After the RCA Team has successfully identified the root causes associated with the failure that was investigated, the next step involves communicating the team's findings and proposing recommendations to the appropriate individuals within your organization. To do so, you can:

Complete the fields in the RCA Communicate datasheet in the Comprehensive Analysis Report section to provide a summary of findings and acknowledge those who participated in the root cause analysis but who were not members of the RCA Team.
Associate RCA Recommendations to the Root Cause Analysis.

Steps

Access the Root Cause Analysis for which you want to communicate the findings.
In the left pane, select the Communicate Findings tab.

The Communicate Findings workspace appears. The Comprehensive Analysis Report tab is selected by default, displaying the Comprehensive Analysis Report section.
Select to add one or more users to whom you want to send the Comprehensive Analysis Report.

The Add Users section appears, displaying the list of human resources in the left section.
In the left side of the section, select the Human Resource record, and then select .

The user represented by the Human Resource record is added to the right side of the section.

Hint: You can add more than one user.
Select to go back to the Comprehensive Analysis Report section.
In the RCA Communicate datasheet, modify the values in the available fields as needed.

The RCA Communicate datasheet contains the same fields as the Root Cause Analysis datasheet with two exceptions: the Summary of Findings field and the Acknowledgments field.
- Summary of Findings: Contains a brief description of the findings from the analysis.
- Acknowledgments: Contains a text field where you can add a list of people who are not members of the RCA Team but who contributed expertise to the root cause analysis. You may want to include, for example, the company name and the name and position of each person who contributed to the development of the hypotheses, root cause, and recommendations for the pump failure that was analyzed.
In the upper-right corner of the workspace, select Send.

The Comprehensive Analysis Report is sent to the selected user via an email. The email contains the Comprehensive Analysis Report as an attachment as well as the following information:
- Summary of Findings field
- Acknowledgments field