What Does It Mean to Manage a CAPA?
Managing a CAPA (Corrective and Preventive Action) involves reviewing the CAPA details, verifying root cause findings, tracking progress on proposed actions, and ensuring verification of effectiveness is completed. CAPAs are essential for resolving incidents and preventing future occurrences.
How to Review and Take Action on a CAPA
Select the CAPA to Review
Navigate to the CAPAs tab in the EHS module
Click on the CAPA title you'd like to open
Review CAPA Overview
Confirm the CAPA type, severity, location, and due date
Read the Root Cause Analysis Summary to understand the linked incident
View Linked To for incident reference
Review Proposed Actions
Read the corrective and preventive steps listed under Proposed Actions
Ensure the actions directly address the root cause
Track Actual Actions Taken
Monitor whether tasks have been implemented under Actual Actions Taken
Review who completed the actions and when
Verify Effectiveness
Review the Verification of Effectiveness (VoE) section
Ensure findings are documented and the outcome is confirmed
Update CAPA Status
Adjust the CAPA status as needed: Open, In Review, or Closed
Generate Work Orders (if needed)
Click + Create Work Order to assign tasks related to the CAPA
Collaborate via Comments
Use the Comments section to tag teammates, share updates, or request reviews
Best Practices
Ensure every CAPA is linked to a verified root cause
Use the due date field to manage accountability and deadlines
Keep status updates timely to reflect current progress
Create work orders for clear task execution and tracking