View and Manage Root Cause Analysis Reports

availability

Platform:	WebMobile
Plan Type:	BasicEssentialPremiumEnterprise
User Type:	RequesterFull UserAdministrator

When you view an asset's details, the Insights tab lists all the asset's root cause analysis reports. The list includes completed reports and draft reports.

Web

• Select View Report to open any completed report.

• Select Finish Report to continue editing any draft report.

  

  List of an asset's root cause analysis reports in the web application

Mobile

• Select the (right chevron) icon next to any completed report to open it.

• Select the (right chevron) icon next to any draft report to continue editing it.

  

  List of an asset's root cause analysis reports in the mobile application

Edit a Completed Root Cause Analysis Report

You can edit a completed root cause analysis report. For example, you can make corrections or add missing details.

Web

On the Insights tab of the asset details page:

1. Locate the report you want to edit and select View Report to open it.

2. On the report page, select the icon (more options), then select Edit.

3. Edit the report as needed:

   • Update the Incident Period or Repair Time.
   • Document the Asset Failure.
   • Add notes.

4. Select Save to save your changes.

Mobile

On the Insights tab of the asset details screen:

1. Locate the completed report you want to edit and select the (right chevron) icon to open it.

2. On the report screen, select the icon (more options), then select Edit.

3. Edit the report as needed:

   • Update the Incident Period or Repair Time
   • Document the Asset Failure
   • Add notes

4. Select Save to save your changes.

Export a Root Cause Analysis Report

You can export a completed root cause analysis report as a PDF file that you can share or email.

Web

On the Insights tab of the asset details page:

1. Locate the report you want to edit and select View Report to open it.

2. On the report page, select Export. A download notification appears.

3. From the download notification, you can do any of the following:

   • Download the exported file.
   • Open the export in a browser new tab. This option is only available for PDF files.
   • Select View in Download Center to open the download center. The exported file appears in the Export Request History section.

Mobile

On the Insights tab of the asset details screen:

1. Locate the completed report you want to export and select the (right chevron) icon to open it.
2. On the report page, select Export. MaintainX® opens the Download Center.
3. From the Download Center, select the report to view it in your mobile browser, where you can download it or share it.

Delete a Root Cause Analysis Report

You can delete a completed root cause analysis report if it's no longer needed.

Web

On the Insights tab of the asset details page:

1. Locate the report you want to edit and select View Report to open it.
2. On the report page, select the icon (more options), then select Delete.
3. When prompted, confirm that you want to delete the report.

Mobile

On the Insights tab of the asset details screen:

1. Locate the completed report you want to edit and select the (right chevron) icon to open it.
2. On the report screen, select the icon (more options), then select Delete.
3. When prompted, confirm that you want to delete the report.

Restore a Deleted Root Cause Analysis Report

You can restore a deleted root cause analysis report if you deleted it by mistake.

Web

On the History tab of the asset details page:

1. In the asset history, locate the message that the report was deleted.

   The message should have the following format:

    <USER NAME> <MM/DD/YYYY, HH:MM AM/PM>
    Deleted a root cause analysis report. View Report

   Select View Report to open the report.

2. On the report page, select the icon (more options), then select Restore.

Mobile

On the History tab of the asset details screen:

1. In the asset history, locate the message that the report was deleted.

   The message should have the following format:

    <USER NAME> <MM/DD/YYYY, HH:MM AM/PM>
    Deleted a root cause analysis report. View Report

   Select View Report to open the report.

2. On the report screen, select the icon (more options), then select Restore.