Create a corrective / preventative action

CAPAs may be created manually or created automatically from another workflow. These steps indicate how to create a CAPA manually.

1. Open the Corrective / Preventative Actions workspace.

2. Click Create .

3. In the Details section, fill in all fields as necessary. Required fields are marked with a red asterisk.

   1. In the Title field, enter a name for the CAPA.

   2. (Optional) Beside Type of Action, specify whether this CAPA is Corrective or Preventative.

   3. (Optional) In the Team field, type in the names of team members that will oversee the CAPA and ensure it keeps moving forward. While this field is not required during CAPA creation, you must specify this before you can begin its workflow.

   4. (Optional) From the Related Supplier drop-down list, select a supplier that may be related to the CAPA.

      Note: The remaining sections are filled out as the CAPA progresses through its workflow.

4. Click Save.

The CAPA is created, assigned an item number based on the rules set for items created in this workspace, and added to the list of CAPAs in the Corrective / Preventative Actions workspace. It has a status of Originated. In the Details section, you can see the current status of the CAPA in the Progress field.