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 CAPA workflow, it will be written as CAPA ID Action ID [Action Item Name].
    • If the action belongs to the Quality Event workflow, it will be written as Quality Event [Quality Event Title] Action ID [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.

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