9.7. Execute Action Items

After the CAPA has been verified, the assigned action item owner(s) will receive a notification in their Pending Tasks prompting them to execute the action items.

*At this stage, if applicable, trainees will be notified of any trainings that have been assigned to them. For more information on the Training workflow, refer to the User Manual for the Training Application.

*Similarly, if applicable, the assigned action item owner(s) will be tasked with creating SCAR. For more information on the SCAR workflow, click here

The action item owner(s) will also receive an email notification informing them of the assigned task.

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

1. Edit ( ): This button allows users to access and execute an action item.
   • If selected, it will display the Execute Action Item form.
2. Complete: This button allows users to submit the completed form.
   • Before selecting this button, users must ensure that all action items are marked as completed in the Execute Action Item form.
3. Reject Actions: This button allows users to reject all incomplete or declined actions.
   • All rejected actions are automatically returned to their original creators for reassignment. For each rejected action, creators will receive the Action Refused by Selected Owner form.

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