9.1.1. Additional Details

In this section of the New CAPA form, users can provide additional details about the CAPA.

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

1. CAPA Start Date: This is a date picker that allows users to input/select the start date for the CAPA. It is a mandatory field.
   • This field will be automatically populated with today’s date; however, users can still modify the entry.
2. Projected Closure Date: This is a date picker that allows users to input/select the projected closure date for the CAPA.
3. Business Division: This is a single-select dropdown field that retrieves the list of business divisions or departments. It allows users to specify the relevant business division for the CAPA.
   • Once a parent department has been selected from this field, it will filter the items in the Business Line dropdown.
4. Business Line: This is a single-select dropdown field that retrieves the list of business lines associated with the selected business division. It allows users to specify the relevant business line for the CAPA.
   • All child departments of the selected parent department will be displayed in this list.
5. Category: This is a single-select dropdown field that retrieves the list of predefined categories. It allows users to specify the category to which the CAPA belongs.
   • Categories are created in the Category section of General Settings.
6. Site: This is a multi-select dropdown field that retrieves the list of predefined location sites. It allows users to specify the site associated with the CAPA.
   • Sites in this dropdown adhere to the following template: [Region] – [Country] – [Site].
     
   • Site options are created in the Site form. To properly set up a site, however, users will first need to set up the corresponding region in the Region form and the corresponding country in the Country form.
     • For example, to establish Montreal as the site for the CAPA, users will first need to set up North America as a region and Canada as a country in the associated forms.
       • These forms are all found in the Location section of General Settings.
7. Description: This is a rich text field that allows users to provide a description for the CAPA.
8. Related To: This is a multi-select dropdown field that retrieves the list of predefined CAPA relations. It allows users to define their CAPA as specific to certain processes, products, services, etc.
   • CAPA Relations (Standard): Process, Service, Product.
     • If Process is selected, it will enable the EPC Process(es) dropdown.
       
       • EPC Process(es): This is a multi-select dropdown field that retrieves the list of processes from EPC.
     • If Service is selected, it will enable the EPC Service(s) dropdown.
       
       • EPC Service(s): This is a multi-select dropdown field that retrieves the list of capabilities from EPC.
     • If Product is selected, it will enable the Product(s) dropdown.
       • Product(s): This is a multi-select dropdown field that retrieves the list of products from the Products application.
         
   • CAPA relations are created in the Related To section of CAPA Settings.