Introduction
SCOT provides various options for suppliers to assign RCA2 to Failed Order Lines (FOLs), depending on the situation and working style:
1. fewer FOLs --> line-by-line FOL update
2. many FOLs with same root cause (RC) --> FOL bulk update
3. many FOLs with different root causes (RCs) --> FOL Excel upload
All three possibilities are explained below with step-by-step instructions, so you can easily guide your suppliers on how to comment FOLs.
This is what your suppliers need to do:
Step I: Identify FOLs which need RCA2 assignment
It is always advised to narrow down the list of FOLs in order to have a clear view when assigning RCA2. Using the search filters in order to identify the needed FOLs will provide you with a better and more clear overview.
Go to Root Cause Analysis -> select the appropriate filters and set RCA Assigned By Me = False -> click Search -> list of FOLs requiring RCA2 assignment from Supplier side is shown.
Step II. Analyse FOLs and assign RCA2
1. Line by Line
Go to the FOL you want to comment, scroll to the right to column My RCA Number, double click the empty field corresponding to that FOL. A drop-down menu appears and you can select the needed root cause (RC). You can also leave a note in the column My RCA Comment. At the end, click Save Changes.
Sometimes, a pop-up appears offering the option to assign the same RC to all articles/FOLs belonging to the same order. Select Yes to update all or No to save only changes to current FOL.
2. Bulk Update: same RC assigned to multiples FOLs
Click the check box Bulk Update -> all FOLs are selected, uncheck the ones you do not want to update by clicking on blue check box in front of them.
IMPORTANT! Use the fields displayed in the Bulk Update section, on top the the FOL table.
Select the RCA Number, enter the RCA Comment and click on Update. A pop-up informs you about the number of FOLs which will be updated. Click Yes.
3. Excel Upload: various RCs assigned to specific FOLs
Go to Burger menu on upper-right corner of FOL table -> select Export root causes (Excel) -> the Excel file is downloaded to your system.
IMPORTANT!
1. Delete the first two rows from the exported Excel file (otherwise the upload back in SCOT will not work).
2. For optimal performance, try to limit Excel file to maximum 10,000 FOLs and file size below 5MB.
Add the needed RCs in column My RCA Number and notes in column My RCA Comment, then save the changes to your Excel file.
Go back to SCOT, click the checkbox Upload root causes (Excel) -> upload the saved Excel from your system -> click Upload.
To check the status of the upload, click on Refresh (multiple times).
How to check if the FOL data from Excel has been successfully imported in SCOT
Go to Search filters -> select the same criteria as before the export BUT with RCA Assigned by Me = True -> click Search -> updated FOL list should be shown, reflecting your RCs and comments.
