The Corrective Action/Preventive Action (CAPA) process is an integral tool in helping organizations maintain compliance and drive continuous improvement. Here are a few key tips:
- Ensure Clear Problem Definitions: A well-defined problem is essential to finding effective corrective and preventive actions. Encourage clients to focus on clarity when describing issues in the CAPA process.
- Incorporate Risk Assessment: Guide clients to regularly use a risk matrix when evaluating issues. This helps prioritize CAPAs based on their potential impact on the organization.
- Promote Accountability: CAPAs should always be assigned to individuals with clear roles and responsibilities. This ensures that actions are taken swiftly and thoroughly.
- Monitor CAPA Effectiveness: After a CAPA is closed, continuous monitoring is critical to ensure the issue doesn’t recur. Remind clients to track CAPA outcomes for long-term success.
By integrating CAPA into their quality management processes, organizations can address issues systematically and prevent future risks, contributing to better operational performance and compliance.
Step 1: Navigate to Corrective Action/Preventive Action section #
Begin by accessing your Artintech ERP System through the login process. Once you’re logged in, proceed to the Non-Conformance section by scrolling down in the menu. Click on the Non-Conformance section to access the Corrective Action/Preventive Action. Afterward, click on it to access the Corrective Action/Preventive Action page.
Step 2: Review and Add a CAPA #
In this page, you will see the list of CAPAs and can review your desired one. To add a new one, click the ‘New’ button on the upper right corner to navigate to the CAPA Initiation page.
By clicking the ‘X’ button besides the ‘New’ button, you can export the data into Excel to save it into the desired location on your computer.

Step 3: Fill in CAPA Detail #
Fill in all the necessary information such as CAPA Number, CAPA Phase, Date, and Close Date.
To add a reference, use the ‘New’ button in the Reference List section.
You also will need to fill in Problem Definition detail such as Description of Concern and Risk Justification.
The ‘New’ button in the Attachment allows you to attach related documents.
You can determine the level of risk using the risk assessment matrix.

Step4: Assign the CAPA #
Assign the CAPA using the ‘Assign’ and ‘Approver’ dropdowns. Then, select the due date.
Step5: Void or Save the CAPA #
Once you have done, click one of the buttons on the lower right corner to void, save, or submit for response.
