CAPA — Workspace Help
Manage corrective and preventive actions with full lifecycle tracking.
Overview
CAPA (Corrective and Preventive Action) provides a
systematic approach to resolving quality issues and preventing their
recurrence. Whether you discover a problem through a QC inspection, a
customer complaint, an HSE observation, or an internal audit, CAPA gives
you a structured process to investigate the root cause, plan corrective
actions, implement them, verify effectiveness, and close the issue with
full documentation.
[screenshot: CAPA dashboard showing summary statistics and status distribution]
Creating a CAPA
To open a new CAPA:
Navigate to CAPA and click
New CAPA.
Enter a Title and detailed
Description of the issue.
Select the Type:
Corrective — addresses an existing
problem to prevent recurrence.
Preventive — addresses a potential
problem before it occurs.
Identify the Source (e.g. QC inspection, customer
complaint, internal audit, HSE observation).
Set Severity and Priority to
communicate urgency.
Assign the CAPA to a Responsible Person.
Add Tags for categorisation.
Save — the CAPA is created in Open
status.
[screenshot: Create CAPA fo…