How to create a CAPA workflow?

Similar questions:  How to create statuses and transitions in the workflow?

·         Go to on the home page

·         Then choose in the left side Settings menu to access the page with the list of existing workflows and options to create a new CAPA or Event workflow (at least 2 workflows will exist in your tenant by default – one for CAPA and one for Events

·         By pressing  we open the window requiring to select the type of workflow (in our case it's CAPA) and name it and then press Add workflow

·         Find this workflow in the list by the name and open it

This page gives access to the workflow with statuses of managing the newly created CAPAs. There are buttons as well as they can be deleted, if necessary, by opening status and clicking on  Delete option within the editing window. All statuses, except for the first and final ones can be dragged to change their position in the flow to reflect the needed sequence.

·         Once we open the status by clicking on it, a window opens allowing to

1)      rename the status (to reflect your company’s standards or real sequence of the workflow that you currently have)

2)      change the color of the Status, as it will be reflected in the CAPA list once certain CAPA is marked to be in this stage

3)      move or Add transition – Transitions arrange the change from one Status to the other, allow to skip certain statuses and also allow to go back to previous statuses, they also allow to move CAPA to Completed or Rejected stage, if there will be no implementation of the listed measure. Use transitions to reflect the most efficient workflow that will be used while implementing corrective and preventive measures.

·         In order to add a transition stage, click on the button in the open status that you’re working on

Choose the status to which transition will be moving the progress of CAPA implementation from the status that you have open. After typing the name of the new transition stage there’s an option to make assigning co-workers possible in case this new Transition requires some actions to be made by certain employees.

Transition stage can be deleted by pressing on which appears within the Transition field when cursor is in it.

By enabling   this Workflow will be used by default each time for all CAPAs unless another workflow will be chosen within the CAPA itself