Using Case Management to Conduct Root Cause Analysis (RCA)

Root cause analysis (RCA) is a process of identifying the underlying causes of an issue or problem. It is a critical tool for improving asset reliability and preventing future incidents.

Case management is a way to track events that are not related to work orders with tasks and checklists. These events could include accidents, spills, emission events, production line shutdowns, and shift incidents.

Using HxGN EAM Case Management:

  1. Define the event as a case: This means giving the event a name and describing what happened. You should also include the date and time of the event, the location of the event, and the people who were involved.
  2. Define the tasks that need to be completed for the case: This could include tasks such as investigating the cause of the event, cleaning up the mess, and repairing any damage.
  3. Associate service codes and task checklists with the case: Service codes are used to track the cost of the event. Task checklists can be used to make sure that all of the necessary tasks are completed.

HxGN EAM Tips: 

  1. Gather information: The first step in RCA is to gather as much information as possible about the issue or problem. This information can include the symptoms, the root causes, and the corrective actions that have been taken.
  2. Identify the root causes: The next step is to identify the root causes of the issue or problem. This can be done by using a variety of tools, such as the 5 Whys, fishbone diagrams, and Pareto charts.
  3. Document the RCA: Once the root causes have been identified, they should be documented in the case record. This documentation will help to prevent future incidents from occurring.
  4. Implement corrective actions: The final step is to implement corrective actions to address the root causes of the issue or problem. These corrective actions should be monitored to ensure that they are effective.