Who is this article for?

Ideagen Quality Management Users submitting or investigating a CA/PA record.

CA/PA administration permissions are required.

The CA/PA module offers an easy way to submit reports, incidents. In an audit scenario, CA/PA is normally used to hold the non-conformances with observations being stored as their own entry into the audit record. These observations are essentially notes attached to the audit with no way of tracking action or following up on the implied activities.

As a result you may want to create a CA/PA type of "Audit Observation" so that you can make use of the workflow stages and actions to process the observation.

This article outlines the steps require to configure a new CA/PA type to use as an observation and also how to make this available in an audit. To make this easier to perform, the article is split into 4 sections:

1. Create the Observation Source
2. Create the Observation Template
3. Create the Observation Wizard
4. Further Reading

1. Create the Observation Source

All CA/PA records have a source which identifies where the CA/PA came from. This source will in turn control the stages and workflow that needs to be followed.

To configure the observation source:

1. Open the Administration module.
2. Go to Customisation, then Managed Lists.
3. Open the CA/PA Source managed list.
4. Type the name for your new source such as "Audit Observation" in the text box and click Add.

Important Note: You can also give your audit observations their own prefix and numbering sequence under CA/PA Number Sequence in the Administration module.

2. Create the Observation Template

The template is made up of the stages and actions that need to be performed on the observation. To create this:

1. Open the CA/PA module and click Edit then New Template...
2. In the CA/PA Templates window click File then New.
3. Name your template and then add the relevant stages and actions.

Want to learn more about CA/PA templates? Visit How to Create a Workflow Template for more details!

3. Create the Observation Wizard

A wizard is an easy way for users to fill in the required fields for the observation to be processed. The wizard is made up of one or more pages, with each page including some fields to be filled in.

To set-up a new wizard:

1. Open the CA/PA module and click Edit then CA/PA Wizards...
2. Select File then New and then Wizard. The CA/PA Wizard designer will appear.
3. Enter the required details for the Title, Description, Welcome page and Finish page fields.
4. Add as many pages/fields as you need.
5. Mark the wizard as available in the Audit module and click OK.

Want to learn more about CA/PA wizards? Visit How to Configure CA/PA Wizards for more details!

4. Further Reading

• How to Configure CA/PA Wizards
• Applying a CA/PA Template