CAPA Management

The CAPA (Corrective and Preventive Action) module helps your organization systematically address root causes of deviations and prevent recurrence. CAPAs flow through a structured lifecycle: investigation, action planning, execution, and effectiveness review.

View the CAPA list

1. On the left sidebar, select CAPA.
2. Review the status distribution pie chart at the top of the page. The total CAPA count appears in the center of the chart.
3. To filter by status, select a value from the Status dropdown, or select a segment on the pie chart.
4. To navigate between pages, use the pagination controls below the table (10 items per page).

Create a CAPA

1. On the left sidebar, select CAPA.
2. Select Create CAPA in the top-right toolbar.
3. Fill in the CAPA form fields, including the linked deviation, root cause analysis, and planned actions.
4. Select Create CAPA at the bottom of the form to save.

Note

CAPAs are always linked to a deviation. You can also create a CAPA from a deviation detail page by selecting Create CAPA there.

Apply a form template

1. On the left sidebar, select CAPA.
2. Select Use Template in the top-right toolbar.
3. Choose a pre-configured template from the template selector.
4. Complete the pre-populated form and select Create CAPA.

Expand a CAPA to view details

1. On the left sidebar, select CAPA.
2. In the CAPA list table, select the expand icon on the row you want to inspect.
3. Review the expanded panel, which shows:
   • Root Cause Analysis — summary of the identified root cause.
   • CAPA Actions — list of corrective and preventive actions with status, assignee, and due date.
   • Dependency Map — visual flow diagram showing action dependencies.
   • Effectiveness Review — review status and conclusion, if completed.

Bulk-assign actions

1. On the left sidebar, select CAPA.
2. Expand the CAPA whose actions you want to reassign.
3. Select Bulk Assign Actions.
4. In the modal, select the target user and choose which actions to reassign.
5. Select Save to apply the assignments.

Conduct an effectiveness review

1. On the left sidebar, select CAPA.
2. Expand the CAPA you want to review.
3. Select Effectiveness Review.
4. In the modal, enter the review conclusion and assessment.
5. Complete the electronic signature sign-off.
6. Select Submit to finalize the review.

Export CAPA data

1. On the left sidebar, select CAPA.
2. Select Export in the top-right toolbar.
3. Choose the export format and confirm.

CAPA list table columns

Column	Description
ID	Unique CAPA identifier.
Title	CAPA title or linked deviation title.
Status	Current status badge (Open, In Progress, Closed).
Progress	Visual progress bar (0% for Open, 50% for In Progress, 100% for Closed).
Deviation	Title of the linked deviation.
Actions	Expand/collapse to view detailed CAPA information.

CAPA statuses

Status	Progress	Description
Open	0%	CAPA has been created. Root cause analysis and action planning may be underway.
In Progress	50%	Corrective and/or preventive actions are actively being executed.
Closed	100%	All actions are complete and the effectiveness review has been approved.

Permissions

Permission	Description
capa.create	Create new CAPA records.
capa.update	Update CAPA details and action statuses.
capa.review	Conduct effectiveness reviews.

Tip

Use the status filter together with the pie chart to quickly identify CAPAs needing attention. Select a segment on the chart or use the dropdown to filter by status.