Manufacturing › Quality Events
Corrective & Preventive Actions
The investigation, and — the part that is always skipped — the check that it worked. A CAPA closed without a verification date is closed on hope.
Where to find it
- Module: Manufacturing
- Group: Control
- Section: Quality Events
- Screen: Corrective & Preventive Actions
Address in the console: /mfg/capa
List · 12 columns · 22 fields on its form · 1 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| CAPA | Code | capa_no |
| What | Text | title |
| Type | Status | capa_type |
| Source | Status | source |
| Priority | Status | priority |
| Cause | Status | root_cause_category |
| Owner | Text | owner_name |
| Due | Date | due_date |
| Overdue | Text | is_overdue |
| Actions open | Number | actions_open |
| Effective | Status | effectiveness_verdict |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Title required | Text | ||
| Description | Long text | ||
| Type | Choice | corrective, preventive, both | |
| Source | Choice | nonconformance, complaint, audit, deviation, trend, management_review, regulatory, supplier, internal_improvement | |
| Priority | Choice | low, medium, high, critical | |
| Risk score | Number | ||
| Item | Choice | Looked up from existing records | |
| Supplier | Choice | Looked up from existing records | |
| Work center | Choice | Looked up from existing records | |
| Process area | Text | ||
| Investigation method | Choice | five_why, fishbone, 8d, fault_tree, is_is_not, fmea, pareto, other | |
| Root cause | Long text | ||
| Cause category | Choice | Configuration list | |
| Investigation notes | Long text | ||
| Containment | Long text | ||
| Corrective action | Long text | ||
| Preventive action | Long text | ||
| Authorized by change order | Choice | Looked up from existing records | |
| What "it worked" would look like | Long text | Written before judging whether it did. Without it the effectiveness check cannot be made. | |
| Effectiveness check due | Date | ||
| Owner | Choice | Looked up from existing records | |
| Due | Date |
What you can do here
Actions
Verify effectiveness primary
Did it work?
Asks for: Verdict* Evidence
* required
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.