PROACTOnDemand Reference Guide PDF

PROACTOnDemand® Help
Table of Contents
PROACTOnDemand® Main Screen 2

New Analysis Wizard 3
Analyze Section – Logic Tree Construction 10
Analyze Section – Adding Verifications 12

Analyze Section – Toolbar 14
Analyze Section – Previous Suggestions 16
PROACTOnDemand® Template Library 19
Preserve Section – Data Collection 22

Attach a File 25
Order Section 27
Communicate Section 28
Tracking Section 32
Administrative Functions 37
Adding New Users 38
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©2016 Reliability Center, Inc. All Rights Reserved.
Main Screen
The PROACTOnDemand Main screen functions:

• Create an Analysis
• Open and work on existing analyses
• Access the Administrative functions
• Search your listing of analyses
• Copy an Analysis
• Delete and Analysis
• Publish or Un-Publish an Analysis
• Print a Tree
• Print or export the Analysis List to Excel
2
New Analysis Wizard – Step 1 - Severity

Calculator
You may adjust the Severity Calculator depending on the severity of the event you are analyzing and
a recommended analysis type will be produced at the bottom of the screen. For example, if you would
like to do a 5-Why, Fishbone or Full PROACT® Logic Tree RCA.
If you would like to do a 5-Why or Fishbone you will have an opportunity in step 7 of the Wizard to
click a button which will automatically provide you with a template which you can edit. You can also
jump directly to Step 7 and bypass Steps 3 thru 6 if you like.
3
You may bypass all of the above by clicking the Quick Analysis button which will prompt you to give
you analysis a name and select a type and then take you directly to Logic Tree construction.
Step 2 - Profile
Give your analysis a name, select a type (i.e. Mechanical, Electrical, Safety) and type a description if
you like.
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Step 3 - CSF – Critical Success Factors
Critical Success Factors are simply rules and guidelines for the RCA Team. Single click on CSFs in
the list if you would like to add them or click Next to skip this step. You can create your own CSFs in
the Admin area.
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Step 4 - Charter
You can click the Default Charter button to use the PROACT® Team Charter or you may type in your
own team charter.
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Step 5 - Dates
Adjust the dates for your RCA if necessary and add any additional comments you would like.
7
Step 6 - Team
Select your team members simply by single clicking on a name in the list on the left.
8
Step 7 - Describe the Failure or Event
In the final step of the Wizard – describe the failure or event (the reason you are doing the RCA) and
describe the observed failure mode or modes. Click Complete and you may proceed to building your
cause and effect logic tree or to other sections of the application, it is your choice.
9
Analyze - Logic Tree Construction
Click on a node to activate the Node Toolbar and click the + symbol to add a subordinate node. The
node toolbar also allows you to copy, cut and paste and delete portions of your tree.
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Click the top button on the node toolbar to edit, add a verification, adjust the confidence factor,
change the node label from Hypothesis to ‘Not True’ or to a Root Cause and you may upload a
supporting document.
 The confidence Factor is simply a 0-5 scale with 5 being True and 0 being False. If you are
unable to determine for sure with the evidence you have you may choose to use a 1 thru 4
depending on whether you believe the hypothesis to be true or false.
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Analyze - Adding Verifications
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In the Verification Log you can enter your verification method (i.e. Visual inspection, Sent to
Metallurgical Lab). Enter the outcome of the verification, the team member responsible, expected due
date, hours expended to calculate man-hours.
You may click the Verification Links Tab to upload any supporting documents.
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Analyze – Tools
• Tree Options Icons
The above icons (from left to right) perform the following actions:
• Create a Top Box (Create an Event and Failure Modes)
• Add a node
• Tree Settings
• Save (Tree saves automatically)
• Delete Tree!!
• Undelete Tree
• Node Count
• Highlight the Path to Failure
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• The Build Hypothesis List allows you to create a list of items you may like to add to your tree
and then choose which node you would like to add them to
• Verifications provides you with a listing of your verifications
• Incomplete Outcomes provides a listing of those hypotheses or root causes you have not
verified
• Root Causes provides a listing of your root causes
• Recommendation allows you to create recommendations to address one or multiple root

causes
• Summary allows you to type a summary of the failure event and a summary of your
investigation findings. You may also insert a description of the RCA approach you used in your
investigation
• Find in Tree allows you to search by keyword
• Present – It will expand all nodes on your tree for presentation purposes as well as review and
proofing purposes.
• Tree Printing allows you to print your tree with large or small nodes and you may scale to 1
page if you like.
• Template Library allows you to search the PROACT® Knowledge Management Templates.
You can drag and drop portions of the logic trees in the Templates onto your tree.
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Analyze – Previous Suggestions
By clicking the Edit button on the node toolbar you can access the Previous Suggestions feature. By
clicking Go PROACTOnDemand® will search the logic trees in the PROACT ® Templates and your
published analyses for any causes for your particular keyword search.
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If you would like to search only on a specific word in your hypothesis text you simply highlight the
word(s) and click Go.
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You will get a pick list of possible causes which you can add to your tree by placing a check next to
the desired cause and clicking Add.
18
Template Library
Click the Template Category and subcategory you would like to expand and view.
19
Drag the portion of the tree you would like and drop it onto your tree in the desired location.
20
Click to return to normal tree view.
21
Preserve – Data Collection
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In the Preserve section you may document the data you need to collect for your analysis. We break
types of data into 5 categories known as the Five P’s.
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You may also upload supporting documents using the Data Collection Links Tab. Some examples of
documents you might upload are:
• Photographs
• Interview notes
• Lab reports
• Pressure readings
• Maintenance histories
• CMMS data
• Spec sheets
• Drawings
• Policies
• Procedures
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Attaching a File
You may attach supporting documents in Preserve, Verifications and in Recommendations.

Simply click the Links Tab and click Choose Files to navigate to the file on your computer to upload.
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Click the Data Collection Tab (3rd Tab) to view uploaded files. Click the blue button to view the file.
26
Order
Order Section functions:
• Edit Analysis Name

• Add or Edit Analysis Description
• Adjust Severity Calculator
• Edit Team Members
• Edit Critical Success Factors
• Edit Team Charter
• Edit Dates / Comments
• Change Analysis Owner
27
Communicate
Communicate Section functions:
• Enter Event Summary and Summary of Findings

• Enter Analysis Method Description
• Generate Final Report
28
When generating your report you may use Default Topics (All) OR you may choose Custom Topics or
previously saved report settings.
29
To create a custom report simply place a check by the items you would like to include.
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On the next step you may give your custom settings a name and save them for future use. You may
also add your company logo to your cover page and adjust your cover page settings. Once your
report preview is generated click Print to save to PDF.
31
Tracking
In the Tracking section you may create charts to document the effectiveness of your recommendations
over time. You choose whatever metric you would like to track and over what period of time and intervals
within that time period to document the effectiveness of your RCA efforts.
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Create a new chart and select the recommendation which you are tracking from the dropdown list.
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Place your tracking data in the interval periods you have chosen whether it is weekly or monthly.
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Once you have created your chart simply click to edit on a weekly or monthly basis to enter the data
for that time period.
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Administrative Functions
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Team Resources
You can add users to your account in Team Resources. There is no limit to the number of individuals
you may add to your Team Resources pool. Keep in mind not all may necessarily have access to the
account. Users may be Administrators, Users or Assignees. Assignees are individuals whom tasks
are assigned but may not be on the core RCA team or have access to the application.
You may also extend your subscription through our purchase tool which is accessed via the Team
Resources section.
Adding a New PROACTOnDemand® User
To grant a new user access to the account you must fill out their first and last name and email
address. Under the Account Tab you must check ‘Login Access’ and select their Role.
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Other Administrative Functions
You may add Facility (Location) details to your account in the Administrative area.
You may add Equipment Types to your account in the Administrative area.
The majority of the Administrative area other than Company, Team Resources, Facility and
Equipment are tables which you may customize to your particular preferences. To edit any item
simply click the blue button on the left of the table. To add a new item click Create New. To delete an
item click the red button on the right of the table.
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PROACTOnDemand® Help

PROACTOnDemand® Main Screen 2

Analyze Section – Adding Verifications 12

Preserve Section – Data Collection 22

The PROACTOnDemand Main screen functions:

New Analysis Wizard – Step 1 - Severity

Step 3 - CSF – Critical Success Factors

Step 7 - Describe the Failure or Event

Analyze - Logic Tree Construction

Analyze - Adding Verifications

• Create a Top Box (Create an Event and Failure Modes)

• Save (Tree saves automatically)

• Highlight the Path to Failure

• Verifications provides you with a listing of your verifications

• Root Causes provides a listing of your root causes

• Recommendation allows you to create recommendations to address one or multiple root

• Find in Tree allows you to search by keyword

Analyze – Previous Suggestions

Click to return to normal tree view.

Preserve – Data Collection

You may attach supporting documents in Preserve, Verifications and in Recommendations.

Order Section functions:

• Edit Analysis Name

Communicate Section functions:

• Enter Event Summary and Summary of Findings

Adding a New PROACTOnDemand® User

Other Administrative Functions

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