Quality - PLACEHOLDER

Corrective / Preventive Actions

System Location: Data Entry > Quality > Corrective / Preventive Actions

This document takes you step by step through the use of this application in JobBOSS². The example scenario uses sample data and portrays a standard use of the application.

About Corrective / Preventive Actions

Users can enter forms for any Corrective Actions / Preventive Actions (CAPAs), steps taken to remove the causes of an existing Non-Conformity or to make quality improvements. CAPAs can be created in response to internal audits or Customer/Vendor Feedback. They can also be tied to Customer or Vendor Returns to provide additional information for the CAPA. There is a corresponding Corrective Action / Preventive Action Summary that recaps any entries made.

Creating a Corrective / Preventive Action

1. Go to the blue Data Entry tab, open the Quality dropdown menu, and select Corrective Actions.
2. Click New.

General

3. Select a CAPA Type from the dropdown menu.
   • Customer
   • Internal
   • Vendor
4. Enter a Return Number.
   • This is not applicable if the CAPA type is Internal.
5. Select the Return Item Number.
   • This is not applicable if the CAPA type is Internal.
6. Enter a Feedback Number if the CAPA is a result of Customer Feedback.
   • Feedback can be created first and used to automatically generate this CAPA, if needed.
   • For more information see Feedback Records.
7. Verify the CAPA Date.
   • The current date automatically populates.
8. Enter a CAPA Job Number if you have one.
9. Leave the Quantity Returned, Quantity to Rework, CAPA Job Number, Part Number, and Part Description blank.
   • These fields will populate if the CAPA is directly tied to a Return.

The Additional Corrective / Preventive Action Information is view only.

Investigation

10. Select the Investigated By employee who started the investigation into the CAPA from the dropdown menu.
11. Enter a Response Due date that represents an approximate time of completion for this CAPA to be put in place.
12. Enter a Reported / Potential Problem.
13. Enter a Root Cause.

Action

14. Select the Implemented By employee who is responsible for the resolution of the investigation.
15. Select the Corrective / Preventive Action code.
    • These codes are created under Base Tables.
16. Select the Implementation Date.
17. Enter the Immediate Action information to explain the steps taken to correct the present problem.
18. Enter the Permanent Action information to explain the steps being put in place to prevent this issue in the future.

Verification

19. Place a check by Corrective / Preventive Action Report completed and signed once the implementation receives final approval.
20. Enter a Verification of Implementation to ensure the steps presented in the Action section were followed properly.
21. Select a Verification By code for the employee who verified this Corrective / Preventive Action.
22. Select a Verification Date.
23. Enter the Verification of Effectiveness to explain the outcome of the actions taken.
24. Select a Verification of Effectiveness By code for the employee who verified the effectiveness of this Corrective / Preventive Action.
25. Select a Close Out Date to complete the Corrective / Preventive Action.
26. Click Save to save and exit the screen.
    • Use the Save dropdown menu if you want to create a new record or print a report upon saving.