Create a root cause analysis

Create and perform a root cause analysis (RCA) for an issue in the Digital Factory Workspace.

Before you begin

Role required: sn_icw.rca_user or sn_icw.rca_expert

Note:

The sn_icw.rca_expert can cancel a root cause analysis.

Procedure

1. Navigate to Workspaces > Digital Factory Workspace > Add > New Root Cause Analysis.
2. On the Root cause analysis form, fill in the fields.
   For a description of the field values, see Root cause analysis form.
3. Select Save.
   The Playbook opens that helps you get to the root of the problem. To learn more about Playbook Experience, see About Playbook Experience.
4. On the Information Gathering form, fill in the fields.
   For a description of the field values, see Root cause analysis form.
5. Select Mark complete.
   The Basic Conditions Check page opens where you can attach existing related standards or create them directly from where you are.

   A standard must be published to appear in the Recommendations sidebar. This step and the following ones can be reopened if needed, but you can’t move to the next step if the previous one is still not complete.

6. After you’re done with this step, select Mark complete.
7. Select Yes or No to confirm if the standards have been properly executed or not.
8. Select Mark complete.
   The Action Plan section enables you to create necessary actions that originate from this root cause analysis.
9. Select Mark complete.

Result

The new root cause analysis is displayed in the root cause analysis list and the list of all tasks.