If the Immediate Containment button is selected in the Review the Issue – Needs CAPA form, the assigned user will receive a notification in their Pending Tasks informing them that they need to correct the issue with actions.

  • At this stage, if applicable, the user will also be tasked with creating SCAR
  • If also applicable, users will be notified of any trainings that have been assigned to them. These trainings would have been set up in the action items section of the+ Gather Details+ form.

Clicking on the subject in Pending Tasks will direct the user to the Correct the Issue with Actions form.


  1. Check . . . complete: This is a checkbox which, if enabled, allows users to tag all actions in the grid as complete.
    • If selected, the Is Completed checkboxes will all be enabled.
  2. Edit: This button allows users to edit an action item.
  3. Export to Excel: This button allows users to export selected columns from the grid to Excel.
  4. Excel Template: This button allows users to generate an Excel template of the grid.
  5. Import from Excel: This button allows users to import data (inside columns) from an Excel sheet into the grid.
  6. Complete: This button allows users to complete the form.

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