9.9.3. Actions

In this section of the Check Effectiveness & Approve form, users can review the action and budget items linked to the CAPA and determine if any actions need to be re-executed.

*For guidance on common form functions, please refer to the dedicated section in the manual.

1. View ( ): This button allows users to view an action or budget item.
   • In viewing mode, users cannot make any modifications.
     • For actions, however, they can download attached files and access/download any available templates.
2. Expand ( ): This button allows users to access the full action description.
3. Select the Actions: This is a multi-select dropdown field that retrieves the list of executed action items. It allows users to select the actions to be issued for re-execution.
4. Set New Due Date: This is a date picker that allows users to input/select the new due date for the selected action item(s).
5. Mark Selected Action For Re-Execution: This button allows users to mark the selected action item(s) for re-execution.
   • All marked actions will populate the Actions Marked for Re-Execution grid.
     
     • To edit the assigned owner or due date for an action, simply click inside the corresponding column in the grid.
     • To delete an action, select the corresponding Delete ( ) icon
       

       **To confirm the deletion of items in the grid, click on the Save Changes button or simply click outside the grid. To undo deletion, click on either the Discard Changes button or the Undo ( ) icon.

6. Check Effectiveness Notes: This is a rich text field that allows users to provide any relevant notes or comments.
   • If an action item is to be rejected, this field will become mandatory.
     

     **Any notes provided in this field will be displayed to the assigned action item owner in the Execute Action Item form.

!In the Actions grid, the Times Rejected figure indicates the number of times an action item has been rejected. If an action is executed only once, this number will remain at 0. If an action is rejected at the execution phase or sent for re-execution in this form, however, the number will increase by 1. Users can re-execute an action however many times they deem necessary.

*To access additional options or perform actions related to the above grids, please utilize the kebab menu ( ) located in the upper rightmost corner.