Perform a root cause analysis by answering the questions in checklists

A checklist consists of a list of questions that define the possible root causes for a defect. You can answer the questions in checklists to identify the root cause of a defect. As you complete answering the questions in the checklists, you can provide comments about why you have provided a specific answer. Additionally, you can assign a resource to work on a question after you provide your answer. When you know the root cause, you can develop the relevant corrective actions and preventive actions.

Note

Before using checklists to perform a root cause analysis, the Quality manager must create the checklists for you in the Quality Master Data library, and add chapters, questions, and sub-questions to it.

Procedure

1. From Launcher, click Changes .

If this option is unavailable, search for it. You can pin it from the search results for future access.

2. From the CHANGES folder, select and open the Problem Solving process that you want to edit.

3. Click the Root Cause Analysis work mode.

4. In the left pane of the Root Cause Analysis work mode, select the defect where you want to add a checklist.

5. In the right pane, click the Quality Checklist tab.

6. Click Add Quality Checklist and search for and select the required checklists. Click Add.

7. To work with the checklist, do the following:

To assign a resource to work on a question or subquestion, do the following:

Select the question or subquestion and click Assign Resource. You can select multiple questions or subquestions at a time or click Select All to select all questions and subquestions.

In Assign Resource, search for and select the resource, and then click Assign.

To answer the questions or subquestions, do the following:

Select the questions or subquestions to be answered. You can select multiple questions or subquestions at a time, or click Select All to select all questions and subquestions.

From the work area toolbar, click Answer > Selected Questions .

In the Answer questions panel, select an answer from the Answer list.

Click Submit.

In the confirmation message, click Submit.

To edit the checklist, do the following:

Click Edit from the work area toolbar.

In the Mandatory column, click inside the column, and select the displayed check box to make the question or subquestion mandatory or optional.

In the Assessment Required column, click inside the column, and select the displayed check box to make assessment of the question or subquestion mandatory or optional.

From the State list, select an option to specify the status of the question or subquestion.

In the Comment column, enter your comments on the checklist, chapters, questions, or subquestions.

To delete a checklist, chapter, question, or subquestion in the checklist, do the following:

Select the checklist, chapter, question, or subquestion, and click Delete from the work area toolbar.

In the confirmation message, click Delete.

8. To answer the checklist questions in the Information panel, do the following:

Select the checklist question, and click Information to view the question details.

Click Edit and enter the answer.

Click Save.