Create a Level 2 RCA

A Level 2 RCA is the full, team-based investigation with a formal approval chain. You create it through a 3-step wizard, then run the investigation. Use it for serious 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 (the administrator, approver, or contributor role).
• Have the incident details ready — the wizard asks for site and asset data, when and how the incident happened, and who's on the team and in the approval chain.

The wizard

Select New RCA, then Level 2. The form has three steps. Complete each and select Next; the wizard checks the required fields before letting you move on. On the last step you Submit.

Step 1 — Site Info

Field	What to enter
RCA number	The identifier for this RCA.
Site	The site where the failure occurred.
WO number	The related work order number.
Application type	The application type (pick from the list).
Area	The area at the site.
Asset number	The asset the RCA is about.
Model number	The asset's model number.
OEM asset description	The manufacturer's description of the asset.

All Step 1 fields are required.

Step 2 — Incident Info

Field	What to enter
Date of incident / Time of incident	When the incident happened. The time is recorded against the site's timezone and shown in yours.
RCA trigger	What triggered the RCA (pick from the list).
Problem description	Describe in detail the event that caused the trigger.
Trigger baseline measurement	The baseline the trigger is measured against (hours, units, or percentage).
Abnormal conditions	Any abnormal conditions at the time (optional).
Immediate corrective action	Any immediate action already taken (optional).

Step 3 — Personnel

Assign the team and the approval chain.

• RCA Team — the Owner (required) and any team members.
• RCA Approvers — the roles that must sign off, in the order they approve:
  1. Reliability Planning Analyst
  2. Reliability Engineer
  3. Site Supervisor
  4. Site Manager
  5. Area Program Manager

Submit

On the last step, select Submit. The RCA is created and its investigation opens right away — you can begin the 5-Why analysis immediately. Formal review and approval come later, once you submit the investigation for review.

What's next

• Run the investigation — build the 5-Why chain, record the root cause, and write the proposed solution.
• Submit for review — the RCA moves through the approval chain you set up here.

Troubleshooting

Problem	What to do
Next is disabled	A required field on the current step is empty or invalid. Every Step 1 and most Step 2 fields are required.
An approver role has no one to select	Approvers must have the matching position (for example, Site Manager) assigned. Ask your administrator to set positions and site assignments.
The person you want as owner isn't in the list	Owners must have the administrator, approver, or contributor role.