7.2.2.1. Close IR in EPC

To close an IR in EPC, the steps are as follows:

1. Once you have either found or been directed to the object in EPC, click on the Collaboration button (indicated by the arrow):
   
2. Selecting the Collaboration button will open the following tab:
   
3. Click on the relevant action item. It will display the following fields:
   • If the action belongs to the Action Items workflow, it will be written as Action # [Action Item Name].
     
   • If the action belongs to the CAPA workflow, it will be written as CAPA-ID Action # [Action Item Name].
     
4. Click on the Close Topic button (indicated by the arrow).
   
5. Selecting the Close Topic button will display the following page:
   
   • Topic Type/Subject: These fields are disabled in this tab, preventing any modifications.
   • Priority: This is a single-select dropdown field that displays the list of priority levels. It allows users to select only one value at a time from the dropdown.
   • Impact: This is a single-select dropdown field that displays the list of impact levels. It allows users to select only one value at a time from the dropdown.
   • Value: This is a single-select dropdown field that displays the list of value levels. It allows users to select only one value at a time from the dropdown.
   • Due Date: This is a date picker that allows users to select the due date for the action item.
   • Add Files: This is an attachment field that allows users to add/upload any relevant files.
   • Description: This is a text field that allows users to input a description for the action item. It is a mandatory field. Users can expand this field to encompass multiple lines.
   • Cancel: This button allows users to cancel the process.
   • Close Topic: This button allows users to close the topic/IR.
     • Once selected, a pop-up window will appear with the following confirmation message:
       
     • Click on either the Cancel button to cancel the process or the Yes button to confirm the closure.