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Managing CAPAs (End User)

Use the views on the Corrective Actions screen to store, maintain, and share many types of information about a CAPA.

Typically several employees are assigned ownership of a CAPA record and are assigned activities related to the CAPA. All owners update the CAPA record during the course of the CAPA's life cycle.

To add information to CAPA records

1. Navigate to the Corrective Actions screen > Corrective Action List view.
2. Drill down on a CAPA record.
3. Update the record by editing status, comment, and date fields.
4. Create activity plans for the CAPA:
   1. Click the Activity Plan view tab.
   2. In the Activity Plans list, create a new record and complete the necessary fields.

      Some fields are described in the following table.

      Field	Comments
      Planned Start	Make sure that this date is correct before you choose a template. The due dates for the template-generated activities are based on this start date and on the lead time set in the template.
      Template	Only templates whose type is Corrective Action can be selected in this field.

   3. Edit the activities in the Activities list or create more activities.
5. Create private and public notes for the CAPA record using the Notes view.
6. Associate files to the CAPA record using the Attachments view.

For general information about activities, notes, and attachments, see Siebel Fundamentals.