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PROACT® Root Cause Analysis Lead Investigator Series


PROACT® Root Cause Analysis Lead Investigator Series will provide analysts with a solid foundation in mechanical/electro-mechanical reliability (fractology) and an in-depth understanding about the conditions that increase the risk of human error in the workplace. All of these integral skills will then be utilized within the PROACT® RCA Methodology framework and software, to ensure investigations are efficient, effective and successful.

Benefits & Features:

  • Five workshops over a period of time that is determined by the client. Training workshops can be back-to-back and all sequential or they can be spread over time...it is whatever works best for the client.
  • Real case studies and failed parts to review, presented by veteran analysts .
  • Workshop reference materials correlated to each workshop .
  • Students are encouraged to bring real time example issues to share in class and to serve as the focus of exercises.
  • Upon completion and final exam - Successful Analysts are awarded plaques for Certified PROACT® Lead Investigators.
  • Workshops are available on client sites or RCI Training center.

The following workshops in this series must be completed to fulfill the requirements for the PROACT® Root Cause Analysis Lead Investigator Series.

PROACT® Root Cause Analysis (RCA) ® RCA facilitators will learn to lead teams to analyze why undesirable events occur, all the way down to their systems root causes. The goal is not to pinpoint WHO makes poor decisions, but WHY such decisions are made. The end result is usually deficient organizational systems that promote poor decision-making. This methodology is applicable to anyone in EH&S, Quality, Reliability, Maintenance, Engineering and Administration.

This course provides an in-depth understanding of RCI's Failure Modes & Effects Analysis (FMEA) & Opportunity Analysis (OA) approach to identifying the most significant opportunities in any system. The course is designed to provide a vehicle to comb existing weak operating systems in order to find the details associated with the weaknesses thereby exposing the opportunities for improvement. A detailed comprehension of how to perform FMEA/OA on the weak systems will be applied so the maximum bottom-line results can be achieved. The attendees will learn how to physically perform an FMEA/OA, as well as, how to develop a report that details the FMEA results, and how to present their findings to management for review and action.

The course will also cover Force Field Analysis & Decision by Pairs which is a technique used to prioritize a list of items in their order of importance to the decision makers. The technique measures each item with all the other items to provide a structured model for determining their order of importance in the overall scope of the decision making process.

Human Error Reduction is designed to provide students with the requisite skills and knowledge necessary to effectively reduce human error in the workplace. With fewer errors made by your staff, you will spend less time correcting human errors and responding to consequences of human errors, thus strengthening your facility's safety culture. This workshop provides the students an acute awareness to the conditions that increase the risk of human error. This workshop is intended to be proactive in nature because students will be able to identify environment health and safety conditions that are high risk, and implement countermeasures to reduce those risks.

This course provides an in-depth understanding of how to verify hypotheses developed in RCA. Hands on presentations are made to teach students how to identify mechanical failure modes by reading fracture surfaces. This workshop can be customized per client interest and focus. For instance, the client can chose to focus on bearings, gears and fans or they may wish to focus on seals, shafts and fasteners. Many of the root causes of failures and risks lie in the mechanical reliability of equipment and components. This workshop will educate the students with a much deeper understanding of the material sciences and their role in failure.

This workshop will take all the knowledge learned from the past 4 workshops and put them together to solve specific issues. These issues will be identified using the FMEA and OA tools learned. The most important and highest ROI events will then be analyzed using the PROACT RCA methodology and software. The result will be an instant pay back for the investment in the training itself.

Failure analysts require a consistent, structured approach to conducting their investigations. Including a software component in this process will guide the analyst through the analysis and also prepare management reports of the findings and recommendations. Additionally it will cut analysis time by as much as 50%. The PROACT Suite contains the following:

  • LEAP® FMEA/OA Software ® This software provides a disciplined approach to documenting and communicating a Failure Modes and Effects Analysis (FMEA) and an Opportunity Analysis (OA). While the FMEA allows for compliance to regulatory guidelines. OA will allow the users to explore trends for chronic events that are the most prudent to conduct Root Cause Analyses on. LEAP also will record all of these analyses in a common database that can be searched and used for future investigations.

  • PROACT® RCA Software ® This software guides and helps facilitate the disciplined RCA process taught in the facilitator training. This software eliminates the need for multiple programs to attain the end result. PROACT RCA software documents the RCA process while dynamically compiling the report behind the scenes. It also includes a built-in presentation mode. PROACT RCA Software serves as a knowledge management system by storing successful RCA's and their associated logic, and allowing users to search and learn from them. Special securities allow the analyst the ability to limit permissions to the ongoing analysis and to publish the analysis for all to see when approved by legal.

  • The PROACT® Logic Tree Knowledge Base ® is an aggregation of over 38 years of experience associated with hundreds of field investigations. The analyses have been thoroughly reviewed and their results compiled to form this unique, single knowledge base of +300 RCA templates encompassing five main areas: operational, mechanical, electrical, quality, & human. As analysts use RCI's PROACT ® Software and have exhausted their ideas for developing hypotheses, there are more opportunities available with the PROACT ® Logic Tree Knowledge Base templates. These templates provide the analyst the ability to see if there may be something they could have missed. The PROACT ® templates provide learning based on past experience and also a system of "checks-and-balances" for the comprehensiveness of the analysis. While no knowledge base can ever cover all of the potential variables of all potential events, analysts can learn from past experience to assist with preventing recurrences of similar events.