Raise a new investigation in CAPA Manager
Raise a new CAPA request, capture the initial problem statement, and start a corrective action investigation.
Using this video with your team
Choose a realistic but non-sensitive problem and gather the known facts before viewing. After the demonstration, ask each participant to draft the opening description in their own words and compare what information they included.
Pause at the problem statement, classification and assignment steps. Discuss the difference between an observed symptom and an assumed cause, and identify who should own the initial investigation in your organization.
Consider whether the opening record captures enough information to begin controlled work: what happened, where and when it was found, the known impact, any immediate response and the person responsible for investigating it.
Related resources
The root-cause analysis and CAPA features pages explain the structured tools available after an investigation is opened. Use the user guide when you need field-by-field operating instructions.
Enter the same sample problem twice: once as a vague statement and once using specific facts. Comparing the two records is a useful way to show why a clear starting description matters.
Evaluation checklist
Make sure occasional users can identify the required information, select an appropriate workflow and assign responsibility without guessing. Review whether your procedure needs any local guidance for categories, priorities or target dates.
Do not try to establish the root cause while raising the request; record what is known and leave investigation conclusions for the investigation stage.
One workflow at a time
Keep the first record factual and concise. A sound investigation starts with a problem statement that does not presume the answer.