Introduction to CAPA Manager
This introduction shows how CAPA Manager supports corrective action, issue resolution, investigations, owners, evidence, and closure.
Using this video with your team
Use this overview before a first hands-on session. Ask viewers to note how an issue moves from capture to investigation, assigned actions, evidence and approval, then compare that route with the steps in your current procedure.
Pause when the video moves between stages. Identify the record owner at each point and discuss which attachments, decisions and approvals your team would expect before closure.
For an initial evaluation, concentrate on navigation, visibility of responsibility and continuity of the record. The overview is not intended to demonstrate every configurable field or workflow option.
Related resources
Next, watch the investigation and user-administration tutorials for a closer look at two everyday tasks. The CAPA software and features pages provide more detail about root-cause tools, approvals, reminders and reporting.
Create one harmless sample issue that your team already understands. Following a familiar example makes it easier to judge the software workflow without spending the session debating the problem itself.
Evaluation checklist
Check that a new user can tell where a record sits, who owns the next action and what remains outstanding. Managers should also be able to see how evidence, decisions and closure history stay with the record.
Note any terminology or approval steps that differ from your current process so they can be reviewed during configuration.
One workflow at a time
Use a single familiar issue for the first walkthrough, then explore more complex workflows once the basic route is clear.