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Proposed solution & project value (Level 2)

Level 2 RCAs capture two things beyond the investigation: a proposed solution summary and a project value statement. Both are part of a complete L2 analysis before you submit it for review.

The Level 2 order

In a Level 2 RCA, these steps happen in order:

  1. Identify the root cause (in the investigation).
  2. Write the proposed solution summary.
  3. Add corrective action items — these become available only after the proposed solution is summarized.

So in L2 you summarize the solution before you can list corrective actions.

Proposed solution summary

Write a short proposed solution summary — a description of how you'll address the root cause the 5-Why chain identified.

  1. In the investigation, open the proposed solution section.
  2. Select Write a summary and describe the proposed solution.

The Proposed Solution Summary panel

Once the summary is saved, the corrective actions section opens up.

Project value

The project value statement records the business value of the RCA. You open Add a statement and answer a short set of questions about the value the project produces:

QuestionWhat to answer
When Action Items are implemented, can any "Value" be declared?Yes or No — whether the project produces a declarable value.
What type of "Value" does this Project produce?The value type (for example, Downtime Avoidance).
Has the "Value Statement", "Dollar Amount", and "Hours Amount" been determined and entered into the Reliability Scoreboard Project List?Yes or No.
If a Cost Savings / Avoidance is declared, has a Cost Savings Form been submitted internally and to the Customer?Yes or No.

The Add a statement panel capturing the project value questions

What's next

Troubleshooting

ProblemWhat to do
The corrective actions section is greyed outIn Level 2, corrective actions become available only after the proposed solution has been summarized. Write the summary first.
You can't submit for reviewSubmitting needs the root cause identified and summarized, a proposed solution, at least one corrective action, and at least one document.