> For the complete documentation index, see [llms.txt](https://interfacing.gitbook.io/interfacing-help-files/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://interfacing.gitbook.io/interfacing-help-files/quality-managers/implementing-capas-apps/navigating-the-capa-management-workflow/verify-capa.md).

# Verify CAPA

Review the CAPA’s root cause analysis, define required actions, and decide whether it is ready for execution.

## Workflow Overview

<i class="fa-location-dot">:location-dot:</i> **Current Task:** Verify CAPA

<i class="fa-user">:user:</i> **Performed By:** Assigned Reviewer (e.g., QA Manager, Department Manager, Compliance Officer)

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

***

## Accessing the Task <a href="#accessing-the-task" id="accessing-the-task"></a>

The **Verify CAPA** task can be accessed through any of the following:

* The **To Do** module.
* The **Notification Panel** (via the **Notification Bell**).
* The **direct link** provided in the email notification.

***

## Completing the Task

When the CAPA is submitted for verification, review the root cause analysis and any associated actions before deciding to approve or reject the CAPA.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

{% hint style="success" %}
For guidance on common form features and functions, see [**Working with Forms**](/interfacing-help-files/end-users/exploring-apps/working-with-forms.md).
{% endhint %}

{% hint style="info" %}

#### Saving Your Work

To save progress without submitting, click **Save** in the top-right corner of the panel.

* The task remains in the **To Do** module for you to revisit and complete later.
  {% endhint %}

***

{% stepper %}
{% step %}

### Specify Closure Dates

Specify the new and effective closure dates for the CAPA.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

* **New Closure Date:** Select the revised or updated date by which the CAPA is expected to be completed, if the original date cannot be met for any reason.
* **Effective Closure Date:** Select the date when the CAPA is fully implemented and confirmed effective.

{% hint style="success" %}
You can also adjust the start and end dates for the effectiveness check period, ensuring alignment with the defined closure dates.
{% endhint %}

***

{% endstep %}

{% step %}

### Define Actions

To proceed in the workflow, whether approving or rejecting the CAPA, you must create **at least one action**. If no actions are linked to the CAPA, the system will block the submission of the **Verify CAPA** task.

{% hint style="warning" %}

#### Actions & Their Impact

An **action item** represents a corrective, preventive, or improvement activity intended to achieve measurable outcomes in quality, compliance, or risk reduction.

* When defined, actions are formally tracked through the workflow. They are assigned to responsible owners and must be completed and approved before the report can be closed.
  {% endhint %}

Click **Add** to to create a new action item.

<details>

<summary><mark style="color:blue;"><strong>Add Action Item</strong></mark></summary>

The **Add Action Item** form allows you to create actions associated with the CAPA.

{% hint style="warning" %}
This form is a modal version of the standard **New Action** form found in the **Action Items** application. It retains nearly all the original fields and functionality, but is adapted to fit the context of the current application.
{% endhint %}

**Key Differences:**

* **Source of the Action:** This field is automatically populated based on the current application context and cannot be modified.
  * For example, in this case, the source is set to **CAPA**.
* At the bottom of the form, you can choose from the following save options:
  * **Save and New**: Click to save the action and open a new form to create another.
  * **Save and Close**: Click to save the action and close the form.

{% hint style="success" %}
For guidance on shared fields and functionality, refer to the [documentation for the **New Action** form](/interfacing-help-files/quality-managers/action-item-application/creating-and-managing-action-items/create-new-action.md).
{% endhint %}

</details>

Added entries appear in the grid with the following options:

* **Edit** ( <i class="fa-pencil">:pencil:</i> ): Click to modify an action.
* **View** ( <i class="fa-eye">:eye:</i> ): Click to open an action in read-only mode.
* **Delete** ( <i class="fa-trash-can">:trash-can:</i> ): Click to remove an action.

{% hint style="info" %}
Confirm deletion by clicking **Save Changes** or clicking outside the grid. To cancel, click **Discard Changes** or **Undo** ( <i class="fa-rotate-left">:rotate-left:</i> ).
{% endhint %}

***

{% endstep %}

{% step %}

### Provide Feedback

Use the **Comments** field to share feedback, ask questions, or provide clarification. If rejecting the CAPA, be specific about expectations or required changes for resubmission.

<p align="center"><kbd><strong>IMAGE</strong></kbd></p>

{% hint style="info" %}

#### Commenting Guidelines

* You can **edit**, **delete**, or **reply** to your own comments.
* You may **reply** to others' comments but cannot edit or delete them.
  {% endhint %}

***

{% endstep %}

{% step %}

### Finalize Assessment

From the **Task Resolution** dropdown, select one of the following actions:

* **Approve: Start Action Items**

  Approve the CAPA for execution of defined actions.

  → Next Step: [Execute Action(s)](/interfacing-help-files/quality-managers/implementing-capas-apps/navigating-the-capa-management-workflow/execute-action-s.md)
* **Reject: Send Back for Revision**

  Reject the CAPA, returning it to the RCA Owner for revisions or additional information.

  → Next Step: [Modify CAPA](/interfacing-help-files/quality-managers/implementing-capas-apps/navigating-the-capa-management-workflow/modify-capa-1.md)

{% hint style="info" %}
Once changes are made, the creator can resubmit the report for further review.
{% endhint %}

After selecting the appropriate resolution, click **Submit** to finalize your assessment and advance the workflow.

{% hint style="danger" %}
To proceed in the workflow, you must have **at least one action** linked to the CAPA. Without it, the system will block submission of the **Verify CAPA** task.
{% endhint %}

***

{% endstep %}
{% endstepper %}

***

## See Also

<table data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-cover data-type="image">Cover image</th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>CAPA List</strong></td><td>Browse and filter all submitted CAPA reports across the organization.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FNZOvD3ldHJ3i1zsvDksS%2FCR-V16-Icons-1.png?alt=media&amp;token=7c420cc4-9abf-4601-8fc3-8e9769771b27">App-V16-Icons-1.png</a></td><td><a href="/interfacing-help-files/quality-managers/implementing-capas-apps/tracking-and-monitoring-capas/capa-list.md">CAPA List</a></td></tr><tr><td><strong>CAPA Reminder</strong></td><td>Notify responsible users about pending tasks, helping ensure timely completion.</td><td><a href="https://1488562728-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FTx7AmE0d2Q4ja20EYjF5%2Fuploads%2FNZOvD3ldHJ3i1zsvDksS%2FCR-V16-Icons-1.png?alt=media&amp;token=7c420cc4-9abf-4601-8fc3-8e9769771b27">App-V16-Icons-1.png</a></td><td><a href="/interfacing-help-files/quality-managers/implementing-capas-apps/tracking-and-monitoring-capas/capa-reminder.md">CAPA Reminder</a></td></tr></tbody></table>


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