How to set up RCCA email reminders in your dashboard
You can set up automatic email notifications to send RCCA reminders to chosen responsible(s) per your settings. Once RCCA is triggered in your dashboard, responsible(s) will be reminded to initiate RCCA.
Please note that your RCCA alert needs to be set up and the plan/forecast value needs to be entered.
To set up your RCCA alert, go to your dashboard's settings (edit pencil in the upper right corner above your dashboard).
Go to your 'Dashboard Setup' tab and click on your metric.
Go to Require RCCA/8D field and tick the box for When the goal is not met. Choose your preference, e.g. every time, not met 3 times in a row, etc.
Once you set it up and your plan/forecast values are entered, an RCCA alert will be triggered (red triangle flashing) in your dashboard when the goal is not met.
To set up email notifications, go to your dashboard's settings, and under the 'Notifications' tab tick the box for Add Notification and select RCCA Notification from the drop down menu. Per your specified selection, reminders will be sent to responsible people. Be sure to select the specific metrics or all metrics as applicable.
Please note:
If you are using a dashboard template, you will have to set notifications directly in your dashboard template.
The system is checking if there are any existing RCCA documents from your selected period (actual, last, before last); however, if there is no existing RCCA document for the given period, the system will check the previous time periods too.
- daily: current period + 6 previous days (total week)
- weekly: current period + 2 previous weeks (total 3 weeks)
- monthly: current period + 1 previous month (total 2 months)
- quarterly: current period + 1 previous quarter (total 2 quarters)
- annual: current period + 1 previous (total 2 years)