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Root Cause Analyst

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Feature availability by platform, plan type, and user type
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Plan Type:Not availableBasicNot availableEssentialNot availablePremiumAvailableEnterprise
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Root Cause Analyst generates an analysis for a specific asset to help you investigate it and creates a root cause analysis (RCA) report that you can review and refine.

When to Use Root Cause Analyst​

You can use Root Cause Analyst when an asset has had unplanned downtime and you need to investigate what happened. The skill prepares the investigation, but you inspect the asset, test, and decide on the root cause.

Before You Start​

To use the Root Cause Analyst skill, you need the Root Cause Analysis feature enabled in your organization.

For more information, see User Roles and Permissions.

Data the Skill Reviews​

Root Cause Analyst uses the following information to generate an analysis:

DataInformation Reviewed
Asset downtimeThe asset's status history.
RCA configurationsYour organization's RCA configuration data, such as categories and problems, used to create the draft report and the proposed RCA work order structure.
Work ordersCompleted and active work orders, including titles, due dates, descriptions, filled procedure values, parts used, comments, work order summaries, and assigned users.
Work order statisticsThe total number of repeating, overdue, and open work orders for the asset. Repeating work orders show whether the asset follows scheduled maintenance, overdue work orders show how well it's maintained, and open work orders show its overall load and how well the queue is managed.

Limitations​

Root Cause Analyst has the following limitations:

LimitationDetails
Manual runs onlyThe skill only supports manual runs. You can't schedule it.
Single assetThe skill is scoped to the asset you select. It doesn't scan your whole organization.
Investigation supportThe skill doesn't diagnose the root cause. You determine the root cause, edit the report, and submit it.
Draft reportA run doesn't always create a draft report. The skill doesn't create one when there's no unplanned downtime or not enough documented evidence to analyze.

Review the analysis before taking any action. For more information about the safeguards MaintainX® applies to all AI-powered skills, see Built-In Safeguards.

Set Up Root Cause Analyst​

  1. From the sidebar, select Smart Hub > Skills. The Skills page opens.

  2. Select Root Cause Analyst.

  3. In the Details tab, select Add Configuration.

  4. In the Configuration name field, enter a name for the configuration.

  5. In the Settings section, select the information you want to include in the analysis:

    1. In the Asset field, select the asset to analyze.
    2. In the Analysis date range field, define an analysis window.
    3. Select Create a draft report if you want Root Cause Analyst to generate a draft report that summarizes its findings.

  6. Select Create. MaintainX redirects you to the skill's Details tab.

Manage skill configurations

You can also edit or delete the skill configuration.

Run Root Cause Analyst​

After creating a configuration, you can run Root Cause Analyst manually.

important

Root Cause Analyst isn't a schedulable skill. You can only run it manually.

To run the skill manually:

  1. From the sidebar, select Smart Hub > Skills. The Skills page opens.
  2. Select Root Cause Analyst.
  3. In the Details tab, select Run.

After you start the run, you can open the Activity tab to check the run status and access the generated analysis. For more information, see Review the Analysis.

Manage the Output​

When the analysis is ready, you receive a notification. To open the analysis, do one of the following:

  • Select the notification at the bottom of your screen.
  • On the skill's Activity tab, select View Details for the run.

Both options open the analysis in the Smart Hub inbox.

Review the Analysis​

Depending on your configuration, the analysis includes:

  • A summary of the asset status history in the defined analysis window.
  • Findings.
  • Recommended corrective actions.
  • A root cause analysis draft report.

To review the root cause analysis draft report:

  1. Select the draft card. The draft root cause analysis report opens.

  2. Do any of the following:

    • Select , then select:

      • Edit to edit the draft report.
      • Delete to delete the draft report.

    • Select Export to export the report as a PDF file to share the report with your organization.

Archive the Analysis​

After reviewing the analysis, you can archive it. For more information, see Archive a Skill Output.