Type - Select Preventive, Corrective, or Improvement.  If you select Corrective, the Immediate Containment field becomes required.  After selecting the type, a new CAPA record is created, the number is assigned (366), and the process stage is displayed (Description).  All the fields needed for the Description stage are enabled.

Reported By - The name of the person writing this CAPA is automatically entered.  If someone else actually reported the problem, a different name can be selected.

Date Reported - The Date Reported is automatically entered.  This field has a black label, which indicates that the data is entered automatically can cannot be changed by a user.

Source - Select Customer or Internal.  After this selection is made, the appropriate subsequent fields are enabled.  This demo has selected Customer, so all the Customer fields have been displayed.  Each field with a red label is required, and each field with a green label is optional.

Internal - You can select from a list of internal sources.  Cost Reduction, NCR, Audit, and Other are typical choices.

Customer - You can select from the list of Customers by company name that are listed in your Customer Contacts screen.

Customer Site - If there is only one site for this customer, the Customer Site field will be automatically filled in.  Otherwise you can select from the sites for this customer.

Customer Contact - If there is only one person for this site, the Customer Contact field will be automatically filled in.  Otherwise you can select from the contact people for this site.

Customer Due Date - The Customer Due Date is automatically filled in as 30 days from today.  You can change the date as needed.

Customer Doc No. - Enter the customer's CAPA Request number, if there is one.  Having this number entered allow you to quickly find this CAPA record by searching with your customer's number.

Part Number - If this CAPA is related to a part number enter it here.  If your LOS can connect to your ERP system, the part revision and part description can be automatically filled in.

Part Revision - If you entered a part number, you must enter the part revision.

Part Description - If you entered a part number, you must enter the part description.

Description - Enter a complete and comprehensive description of the problem.  If potential solutions are known at this point, enter them as well.

Add Description Info - After you get past the Description stage, you may find additional information that should be entered into the Description stage.  But past the Description stage, the Description field is locked to preserve the original description text.  Pushing the Add Description Info button will display a screen which will allow you to enter additional information that will be added to the Description field.  The additional information will be 'stamped' with your name, the date, and the text 'ADDITIONAL INFORMATION'.

Immediate Containment - Immediate Containment is required for a CAPA record that is typed as Corrective.  If an NCR was written for this problem, you can enter 'Containment per NCR XXX'.

Description Complete - Push this button to end the Description stage and move to the Root Cause stage.  If any required fields are not filled in, you will be directed to get those completed prior to ending the Description stage.

Date Complete - After pushing Description Complete, today's date will automatically be entered here.

Complete By - After pushing Description Complete, the name of the person who pushed Description Complete will be entered here.

NCR No. - If this CAPA was created by pushing a 'New CAPA' button in an NCR (Nonconforming Material Record), then the number of that NCR is shown here.  You can push the arrow button immediately to the right to open the NCR screen and display that NCR record.

Audit No. - If this CAPA was created by pushing a 'New CAPA' button in an Audit record, then the number of that Audit is shown here.  You can push the arrow button immediately to the right to open the Audit screen and display that Audit record.

Previous CAPA - If this CAPA was created by pushing the 'Create F/U CAPA' (Create Followup CAPA) button in a previous CAPA record, then the number of that CAPA is shown here.  You can push the arrow button immediately to the right to display that CAPA record.

Create F/U CAPA - Push this button to create a new CAPA that is linked to this CAPA.  The new CAPA will have this CAPA's number displayed in the Previous CAPA field.

Create SCAR - Push this button to create a new SCAR that is linked to this CAPA.

Close Early Reason - If a person who has the role of CAPA Manager (or equivalent) determines that a CAPA should not have been written, that person will be able to close the CAPA early.  Enter the reason for closure.  This field is disabled for anyone else who is logged in.

Close Early - After pushing this button, the CAPA stage will be changed to Closed.  All the people who's names are listed in this CAPA will be automatically notified by email.

Date Closed - After pushing Close Early, today's date will automatically be entered here.

Closed By - After pushing Close Early, the name of the person who pushed the button will automatically be entered here.