Initiate

Initiate Task

At this stage you can provide a description of the issue, including any immediate actions performed, determine the investigation and approval team that will investigate and implement the CAPA.

Optional sections: Audit information, Customers information, Documents information, Equipment information, Processes information, Product information, Suppliers information, Management Review information, Process information and products information, suppliers information are not visible initially, users have to choose sections that are relevant to the CAPA and enable them in scope section.

Sections	Visible	Editable
Basic Details	✔	✔
Immediate Actions	✔	✔
Scope	✔	✔
Impact Details	✔	✔
Audit Information	✔	✔
Customers Information	✔	✔
Documents Information	✔	✔
Equipment Information	✔	✔
Management Review Information	✔	✔
Process Information	✔	✔
Products Information	✔	✔
Suppliers Information	✔	✔
Required Approvals	✔	✔
Approvals	✔	✔
Investigation Outcome	❌	❌
Action Plan	❌	❌
Cost	❌	❌
Decision	❌	❌
Verification	❌	❌

Please refer to the diagram in the Overview section to see the end-to-end workflow.
From the Initiate Step the CAPA can only be routed forward to the Investigate step.

Submitting the Initiate Task will follow the standard routing process. Please refer to the routing process in the introduction module of this guide for more details.
Investigation lead (specified in the CAPA Team tab) will be automatically assigned to the Investigate task.