How to set up an RCCA template

Standardize your RCCA documents across your company with a template. You can modify the system’s default template or create and customize your own. Sufficient rights are required.

Create the template

• Open the template list

  In the Root Cause & Actions module, select RCCA Templates from the submenu.

  

• Create or edit a template

  Click the green Create New icon in the upper right corner to create a new template. To modify an existing template, click its edit pencil.

  

  

• Define the template settings

  Fill in the title, the responsible person and the other settings.

  Location can be set for each template: the template then becomes the default one for that structure. Tick Protect template settings to lock the template, so that only the responsible person and the Template administrators can modify it.

  

Adjust the sections

• Show, hide or make sections optional

  Choose which sections to display or hide, or set them to Optional, so that each RCCA document decides whether to use them.

  

• Rename the section titles

  Rename the titles as needed.

  

• Add hints

  Help your team understand what a field is intended for by entering a hint.

  

• Require a due date

  Select the due date if a section requires one (it is optional).

  

• Reorder the sections

  Change the order of the sections by drag and drop: the handle appears when you hover over the right side of a section.

  

• Save the template

  Click the green Save & Return icon in the upper right corner.

Use the template

• Pick the template for a new RCCA

  When you create an RCCA document, you are prompted to select a template.

  

• Filter documents by template

  Use the advanced filter in your document list to see the documents based on a specific template.