Creating New CAPAs

Purpose

As a Record Owner, you create a new CAPA when the complaint requires corrective or preventive action. You enter the initial CAPA details and link it to the complaint so the issue can move into the CAPA process for further evaluation.

Prerequisites

Installation Package: CQ Core, CQ Regulatory Reports Extension, CQ AS2 Gateway Extension, myCQ Extension, and CQ AI Extension

Product: QualityQuest and Platform Apps

Function: CQ CAPA Creation

User Profile: Standard User

Permissions: CQ Base User PSG, CQ Complaint Owner PSG

Configurations: CQ Tasks

Steps

1. From the Complaint record, select the Escalate CAPA option from the Action Menu.

2. Optionally, select Org. Division, Org. Business Unit, Org. Region, and Org. Site.

3. Enter Comment and Password if needed, and click the Save button.

Expected Outcome

• A new CAPA record is created and assigned a unique number.

• The CAPA record is in a Draft Status and Draft Stage.

• Created CAPA record is linked to the Complaint record and listed in the CAPA field under the Details tab in the Closure section.

• Creating CAPA activity is logged in the Complaint Record Activities section under the History tab.

Additional Resources

ComplianceQuest

• Linking Existing CAPAs