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Managing Corrective and Preventive Actions

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.

This task is a step in Process of Managing Corrective and Preventive Actions.

To add information to CAPA records

1. Navigate to the Corrective Actions screen, then the Corrective Action List view.
2. In the Corrective Action List, drill down on a CAPA record.
3. Modify the record by editing the Status, Comment, and Date fields.
4. Create activity plans for the CAPA record as follows:
   1. Click the Activity Plan 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. Modify the activities in the Activities list or create new activities as required.
5. Create private and public notes for the CAPA record using the Notes tab.
6. Associate files to the CAPA record using the Attachments tab.

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