Create Corrective and Preventive Action

Explanation

This activity is used for creating a new Corrective or Preventive Action. A Corrective Action is an action to eliminate the root cause of a problem that has caused one or several non-conformances. A Preventive Action is an action that is taken to prevent a problem from occurring.

A Corrective and Preventive Action can be created from a non-conformance report (NCR) via the right click menu, or it can be created as a standalone from the IFS Navigator.

Prerequisites

• An NCR must exist in order to create a Corrective Action from an NCR.
• To connect a CAPA to other business objects, a system administrator must configure the corrective and preventive action object connections in the Object Connections window.
• There are no prerequisites to create a standalone Corrective and Preventive Action.

System Effects

As a result of this activity, a Corrective And Preventive Action is created with the Created status.

Window

Corrective and Preventive Action
Non Conformance Report
Corrective and Preventive Actions
NCR Correction Actions

Related Window Descriptions

Corrective and Preventive Action
Non Conformance Report
Corrective and Preventive Actions
NCR Correction Actions

Procedure

Creating a Corrective or Preventive Action from the IFS navigator:

1. On the Corrective and Preventive Action window, click New.
2. In the Description field, enter a corrective action description which describes what the corrective action required will be, and alternatively also what it is supposed to correct or prevent. Entering a value in this field is mandatory.
3. In the Company field, enter a value or click List to select one from the List of Values. Entering a value in this field is mandatory. The default value is the current company that the user ID is connected to.
   Note: Only users with access to the company entered will be able to view the corrective and preventive action.
4. In the Site field, enter a value or click List to select one from the List of Values. Entering a value in this field is not mandatory.
   Note: If a site is entered, then only users with access to that site will be able to view the corrective and preventive action. If a site is not entered then all users with access to the company entered in the previous step will be able to view the corrective and preventive action.
5. In the Action Type list, select an action type.
6. Click Save. The status of the corrective and preventive action record changes to Created.   

Creating a Corrective or Preventive Action from the right click menu on the NCR object:

1. On the Non Conformance Report window, click the Actions tab.
2. In the table in the Corrections area, select the required record, right-click and then click Create Corrective Action. A corrective action line is created in the table under the Corrective and Preventive Actions area. It is also possible to right-click the NCR header or the Details tab in order to create a corrective and preventive action that is related to the NCR.
3. Click Save. The status of the corrective and preventive actions record changes to Created.
4. To manage and view the corrective and preventive action, right-click on the corrective action line and then click View Corrective Action (CAPA).

Creating a Corrective or Preventive Action from any IFS Applications business object:

1. Click Corrective And Preventive Actions in the Attachments panel.
   Note: If the Attachments panel does not show a link for the Corrective And Preventive Actions, you have to establish the service through corrective and preventive action object connection to the required business object client.
2. On the Attachments panel, click New. The Create New CAPA window opens.
3. In the Description field, enter a description of the corrective or preventive action. Entering a value in this field is mandatory.
4. In the Company field, enter a value or click List to select one from the List of Values. Entering a value in this field is mandatory. The default value is the current company that the user ID is connected to.
   Note: Only users with access to the company entered will be able to view the corrective or preventive action.
5. In the Site field, enter a value or click List to select one from the List of Values. Entering a value in this field is not mandatory.
   Note: If a site is entered, then only users with access to that site will be able to view the corrective or preventive action. If a site is not entered, then all users with access to the company entered in the previous step will be able to view the corrective or preventive action.
6. Click OK.