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Create a further action (CAPA) to track a root-cause investigation and its corrective and preventive actions.

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Create a standalone further action

  1. On the Further Actions page, click New Further Action.
  2. In the Create Further Action dialog, enter a Title.
  3. Optional: set Assigned To, Expected Completion, the Problem Statement, and any Associated Issues.
  4. Click Create Further Action.

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Create a further action from issues

  1. On the Issues page, select the issues the further action addresses.
  2. In the actions bar, click Create Further Action.
  3. Fill in the Create Further Action dialog. The selected issues are linked automatically.
An issue’s own page can’t create a further action. Its Add Further Action control only links an existing one (see Link a further action from an issue). To create a further action for one issue, select only that issue on the Issues page.