How to set up RCCA email reminders in your dashboard

You can set up automatic email notifications that send RCCA reminders to the chosen responsible people according to your settings. Once an RCCA is triggered in your dashboard, the responsible people are reminded to initiate the RCCA.

Please note that your RCCA alert needs to be set up and the plan/forecast values need to be entered.

Set up the RCCA alert

• Open the dashboard settings

  Click the edit pencil in the upper right corner above your dashboard.

  

• Select the metric

  Go to the Dashboard Setup tab and click your metric.

  

• Require an RCCA when the goal is not met

  In the Require RCCA / 8D field, tick When the goal is not met and choose your preference, e.g. every time, not met 3 times in a row, etc.

  

• See the alert in the dashboard

  Once this is set up and your plan/forecast values are entered, an RCCA alert (a flashing red triangle) is triggered in your dashboard when the goal is not met.

  

Set up email notifications

• Add an RCCA notification

  Go to your dashboard’s settings, open the Notifications tab, tick Add Notification and select RCCA notification from the drop-down menu. Reminders are sent to the responsible people according to your selection. Be sure to select specific metrics or all metrics, as applicable.

  

  

• Periods checked for existing RCCAs

  The system checks whether there are any existing RCCA documents from your selected period (actual, last, before last). If there is no RCCA document for that period, the system checks the previous time periods too.

  The time intervals are defined as follows:

  • daily: current period + 6 previous days (a total of a week)
  • weekly: current period + 2 previous weeks (a total of 3 weeks)
  • monthly: current period + 1 previous month (a total of 2 months)
  • quarterly: current period + 1 previous quarter (a total of 2 quarters)
  • annual: current period + 1 previous year (a total of 2 years)