Custom Fields
EasyRCA now has the capability to add custom fields to your RCAs. Custom fields may be used for things such as Work Order #’s, Incident #’s, etc. Organizations can create as many Custom fields as needed.
Create Custom Fields (Admin Only) –
The Custom Fields can be found in the Event Information section of all analyses.
Analysis ID Number
Analyses are now automatically assigned an ID Number so it is easier to reference RCA’s by number.
Responsible Parties Filter in the Action Center
There is now a Responsible Parties filter in the Action Center making it easier for individuals to see all tasks which are assigned to them.
Templates Search
Now it is easier to find what you are looking for in the Templates section of EasyRCA.
Simply type in what you are looking for, and EasyRCA will search your company’s internal Template Library as well as the PROACT Template Library. If you haven’t checked this out before, just click on the Templates tab on the top of your screen!
New Power BI Data Set
Users may now export detailed RCA action item data directly into Power BI for further analysis. Under Organization – Settings – select the Power BI tab.
Publishing Your Analyses
When an analysis is put into a ‘Published’ status, it is available for your entire organization to view in a read only format. This is helpful to share lessons learned and best practices across your organization.
You must be the Owner of the analysis or an Administrator in order to Publish an analysis. The analysis must be put into ‘Complete’ status before Publishing.
To Publish an analysis, simply place the analysis into ‘Complete’ status and a Globe icon will appear. Click the Globe icon and it will turn green. Your analysis is now Published.
Security Enhancements
Controls on the RCAs list page are now reserved for analysis owners or Administrators only.
RCAs Page Analysis Controls
The controls on the RCAs list page are:
- Change Status
- Publish
- Delete
- Add to Template Library
You must be the Analysis Owner or an Administrator in order to access these controls.
Action Center Enhancements
The EasyRCA Action Center has some great new features! Now users can filter the Action Center by various criteria.
Filter by: Analysis Owner, Group, Task Status (Complete, Incomplete) and Facility
Pin a single analysis in the Action Center for focused discussion on specific RCA’s
Add Notes to specific tasks in the Action Center
The Task list (filtered or unfiltered) may also be exported to a CSV file