Initiating a CAPA

Select a CAPA type. Default CAPA Types include Internal, Supplier, and Customer. A CAPA Team must be configured by an administrator in order for users to be able to create CAPAs.

NOTE: If the CAPA type selected is Supplier or Customer, a required Client field will display in the Initiate CAPA form. For information on configuration, see CAPA Types.

Select a CAPA Against option. Default CAPA Against options include the following:

• Product - This option makes the Product field required.
• Process - This option makes the Process field required.

Select a CAPA Source. Default CAPA Sources include General, NC, Audit, Complaint, and External. For information on configuration, see CAPA Source.

The Source Number field is a free text field where the initiator can enter the number for the CAPA Source selected, such as the complaint number.

NOTE: If the CAPA record is automatically created from an NC record used in the NC Management application, then this number is assigned by the system.

Enter or zoom to select the site associated with the CAPA. A site must be configured by an administrator in order for users to be able to create CAPAs. For information on configuration, see Organization Units.

Enter or zoom to select the department associated with the CAPA. For information on configuration, see Organization Units.

Enter or zoom to select or type to enter the client associated with the CAPA. For information on configuration, see Clients.

NOTE: This field is only displayed if Supplier or Customer is selected as the CAPA Type.

Enter the supplier location, such as Acme - San Jose.

NOTE: This field is only displayed if Supplier is selected as the CAPA Type.

Enter or zoom to select or type to enter a product associated with the CAPA.

NOTE: If Product is selected as the CAPA Against, then the Product field is required. For information on configuration, see Product Setup.

Enter the product revision.

Enter the device identifier.

Enter or zoom to select or type to enter a process (operation) associated with the CAPA.

NOTE: If Process is selected as the CAPA Against, then the Process field is required. For information on configuration, see Process Setup.

Enter or zoom to select or type to enter a discovery/plant area associated with the CAPA.

NOTE: For information on configuration, see Organization Units.

Select the priority of the CAPA. For information on configuration, see Priorities.

Enter the title of the CAPA.

Enter a description of the CAPA.