Who is this article for?

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

The CA/PA Edit permission is required.

The CA/PA module offers an easy way to submit reports, incidents and non-conformances into Ideagen Quality Management for investigation. During your investigation of the CA/PA you may identify a document as part of the situation and so will need to associate the CA/PA with the document record.

Example: The CA/PA could be a non-conformance raised by a process or SOP not being followed correctly, or perhaps the document is out of date with the area of standard it relates to.

This article is split into 3 sections:

1. Add a Document to a CA/PA
2. Locate Non-Conformances Associated with a Document
3. Further Reading

1. Add a Document to a CA/PA

To add a document:

1. Open to your CA/PA record.
2. Go to the main details section of the CA/PA record.
3. Click on the ellipsis button next to Document.

4. Search for the document you need to associate with the CA/PA record.
5. Highlight the document and click OK.

Reminder: This can only be done on records with a status of open or pending.

2. Locate Non-Conformances Associated with a Document

It may be necessary to view the Non-Conformances associated with a document (for example, if compliance is being audited).

To do this:

1. Open the Document module and open the Document record.
2. Click on View, then Related Non-Conformances...

3. The associated CA/PA records will be displayed.

3. Further Reading

• How to Configure CA/PA Templates
• How to Define Mandatory CA/PA Fields