About CAPA Templates

Project Administrators can create and manage CAPA templates for corrective action and preventive action CAPAs. A Project Administrator can create a CAPA template and add the necessary objects to it based on the requirements of the company.

After creating a CAPA template, the Project Administrator can add WBS tasks to it. The WBS tasks in the template contain estimated duration to complete the task, but do not contain estimated start or end dates, metrics, status indicators, or assignees. The Project Administrator can also create questions and associate them with the tasks.

A Project Lead can create a CAPA using the required CAPA template. When the CAPA is created, the bookmarks, folders, and WBS tasks in the template are copied to the CAPA. The Project lead can then assign the WBS tasks to the required assignees.

Any changes made to the CAPA template later are not incorporated to the CAPA. For example, if the Project Administrator adds new bookmarks or WBS tasks to a CAPA template, they are not copied to the CAPAs created earlier using the same CAPA template.

A CAPA template is created with multiple WBS tasks to accomplish various requirements defined by the company. To create a CAPA that needs to accomplish only some requirements, the Project Lead can answer the questions in the CAPA template to include only the required WBS tasks.

Each question contains a condition that is linked with one or more tasks. Based on the answers, the required tasks are included. The Project Lead can view and answer the questions when creating a CAPA.

A Project Administrator can create questions and WBS tasks separately and associate them later. Otherwise, a Project Administrator can create questions for a WBS task.

For more information, see Working with Questions in the Program and Project Management User's Guide.

The lifecycle of a CAPA template consists of two states.

• Active: The CAPA template is in the Active state when it is created and is available for use.
• Inactive: The CAPA template is in the Inactive state when it is deactivated and unavailable for use.