8.4. Execute Action Items

Once the CAPA has been verified and approved, the assigned user will receive a notification in their Pending Tasks informing them that they need to execute the action items.

• At this stage, if applicable, users will also be notified of any trainings that have been assigned to them.
  • For more details on the Training workflow, see the User Manual for the Training Application.
• If also applicable, the responsible user will be tasked with creating SCAR at this stage of the workflow.
  • For more details on the SCAR workflow, click here.

The assigned user will also receive an email informing them that they have a new task to do.

Clicking on either the subject in Pending Tasks or the link in the email should direct the user to the Execute Action Items form.

1. Edit: This button allows users to edit an action item.
   • To edit, select the action that you want to edit from the grid and click on the Edit button.
     • Once selected, this button will direct users to the Execute Action Item form.
2. Export to Excel: This button allows users to export selected columns from the grid to Excel.
3. Complete: This button allows users to complete the form.
   • For this button to be selected, action items must first be marked as completed in the Execute Action Item form.