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Creating Corrective Action Activity Templates

Corrective action activity templates are used to create a standard sets of activities that the CAPA team follow as they plan, implement, and verify a CAPA.

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

To create a corrective action activity template

1. Navigate to the Administration - Data screen, then the Activity Templates view.
2. In the Activity Templates list, create a new record and complete the necessary fields.
   1. Set the Type field to Corrective Action.
   2. Set start and end dates for the activities by specifying Lead Times and Durations.
   3. Leave these fields blank: Sales Stage and Sales Method; they do not apply to product issue activities.
3. Associate individual activities with the template, as described in Siebel Applications Administration Guide.