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Root Cause Analysis

Fluid Life will facilitate and contribute to the RCA process. Root Cause Analysis is an approach for identifying the underlying (“root”) cause(s) of an incident such as equipment failure after it has occurred. Usually employed when something goes wrong, it can also be used to identify what led to something going right so it may be duplicated in the future. Fluid Life’s Reliability Specialists are trained to employ different techniques to assist our customers in determining what the problem was and why it happened, determined by the loss potential of the incident.

Three service levels (Minor, Moderate & Severe) are available depending on the nature of the incident and the customers desired output. Fluid Life’s Reliability Sales Specialists work with customers to help determine which service level is right for them.


  • Determine the loss potential – calibrate the RCA effort and process to the incident
  • Consult the corporate risk matrix to validate the recommended effort
  • Secure the scene (if appropriate) and gather initial data (pictures, statements, parts)
  • Select the team of personnel to conduct the investigation
  • Choose the right RCA tool to conduct the analysis
  • Gather evidence (inspection results, maintenance histories, personnel interviews)
  • Complete the study
  • Compile the results and summarize the findings
  • Present findings to relevant parties to prevent the incident from re-occurring


  • Report of corrective actions with clear actions, owners, and due dates
  • Failure timeline and RCA methodology output
  • Summarized learnings in an incident report that can be shared (if appropriate) that describes the impact of the failure to production, people, environment, reputation, or other criteria that are relevant to the customer

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