Creating a CAPA Template

You can create CAPA templates for corrective action and preventive action CAPA types.

Before you begin: You must be a Project Administrator.
  1. Perform any one of the following actions.
    • From the CAPA Template Page toolbar, click Create New.
    • From the top bar, select > CAPA and Audit > CAPA > Create CAPA Template.
    The Create CAPA Template page appears.
  2. Enter the following details.
    Field NameDescription
    TypeClick , select a type, and click Select. You can select Corrective Action Template or Preventive Action Template. You can also select the subtypes for the corrective action or preventive action templates.
    Note: You can create a subtype for the context object using the Data Model Customization app. For more information, see Installation and Setup | Customize | 3DEXPERIENCE Platform | 3DSpace Data Model | Data Model Customization | Specialize Data Model | Specialization Types | Creating, Editing and Deleting a Specialization Type.
    TitleType a title for the CAPA template.
    DescriptionDescribe the CAPA template.
    Custom Attributes Type the additional information for the custom attributes that are selected as subtype of the template.
  3. Click Done.
    The CAPA template is created.

The corrective action template is created with the prefix CAT and the preventive action template is created with the prefix PAT.