Concepts

Settings

Setting up RCA Analysis Statuses 

Your organization can use analysis statuses to track the progress of RCA analyses in APM. The status can also determine the actions that can be performed on the analyses to which it is applied. For example, in one typical implementation, when an analysis has the status “New,” you can change its properties. When the status changes to “Implemented,” the analysis becomes read-only. When the appropriate status setting is enabled, you can apply the status manually to an analysis.

RCA analysis statuses and system events work together. You can link statuses to events such as “creation” or “sent for approval”. The status changes automatically when a linked event occurs.

Tip: Analysis status is shown in the RCA window banner and in the site’s Performance Management view, RCA tab.

This topic explains how to add RCA analysis statuses in APM. For information about setting up rules for automatically assigning statuses, see Setting up RCA Events: Rules for Assigning Statuses.

To Set up Analysis Statuses

1.	From the Site window, select the Performance Management view, Settings tab. Select the RCA tab and the RCA settings node in the tree.

Tip: You can also click the Administration menu, Performance Management Settings, and then RCA. The RCA Management Settings dialog appears.

2.	Select the Analysis Statuses tab. For example:

3.	For each of the statuses required by your organization, click New. The Properties dialog appears.

4.	Provide a descriptive name for the status, for example, New analysis, Approved, or Canceled.

5.	To change the icon displayed for this status, click Change Icon, select an image and click OK.

6.	Select rules for analyses with the status.

Setting Name

Description

Properties can be changed

Analyses with this status can be changed. If this option is not selected, the Properties and System Information views in the RCA window are read-only. However, comments, meeting notes, and checklist items can be changed, and attachments can be added to the analysis.

Definition can be updated

Failure consequences, failures, areas, and problems can be defined for the analysis. If this option is not selected, the Definition view in the RCA window is read-only.

Analysis can be performed

Fault tree elements can be defined and validated for the analysis. If this option is not selected, the Analysis view in the RCA window is read-only.

Analysis can be sent for approval

If the organization requires that root cause analyses be approved, analyses with this status are ready to be sent for approval.

Causes can be implemented

Failure modes can be analyzed and analyses can be requested when the RCA has this status.

Solutions can be updated

Mitigated consequences and costs can be entered when the RCA has this status.

Analysis is complete

Analyses with this status can no longer be changed.

7.	If the status can be manually set for an analysis, click Can be manually set. The status can also be applied automatically if it is linked to an event.

8.	Click OK. The dialog closes and the status is added to the table.