Create a Level 1 RCA

A Level 1 RCA is the quick path — a single short form, then straight into the investigation. Use it for simple, repetitive, or low-impact failures. (Not sure which level to use? See RCA levels: L1 vs L2.)

Before you start

• You need permission to create and own an RCA — that's the administrator, approver, or contributor role.
• Have the basics on hand: the site, the asset number, and a short description of the problem.

Step 1 — Open the New RCA form

1. Go to the RCAs screen.
2. Select New RCA, then choose Level 1.

Step 2 — Fill in the form

Complete the Level 1 form:

Field	What to enter
Site	The site where the failure occurred (pick from the list).
Asset number	The asset the RCA is about.
Work order number	The related work order, if there is one (optional).
RCA Owner	Who owns the analysis. The list shows users with the administrator, approver, or contributor role.
Site Supervisor / Manager	The supervising approver. The list shows approvers whose position is Site Supervisor or Site Manager.
Problem	A short description of what went wrong.

Site, asset number, owner, supervisor, and problem are required; the work order number is optional.

Step 3 — Save and start the investigation

Select Save. The RCA is created and its investigation opens right away — you can begin the 5-Why analysis immediately.

What's next

• Run the investigation — build the 5-Why chain and record the root cause.
• Add corrective action items, then complete the RCA.

Troubleshooting

Problem	What to do
You don't see a New RCA option	You may not have a role that can create RCAs (administrator, approver, or contributor). Ask your administrator.
The person you want as owner isn't in the list	Owners must have the administrator, approver, or contributor role. Ask your administrator to set their role.
No one appears under Site Supervisor / Manager	That list only shows approvers whose position is Site Supervisor or Site Manager. Ask your administrator to assign the position.