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Navigating the CA/PA module
Who is this article for?Users accessing the CA/PA module.
CA/PA module access is required.
When you open the CA/PA module, you will be taken to the CA/PA list. From here, you can search, filter, and interact with any record you have permission to view.
Opening a CA/PA will take you to the CA/PA Details view where you can see additional information about the record.
This article shows you how to effectively work with each of the views.
1. List view
This default view displays a paginated list of all CA/PA records on your system.
You can use the bar above the list to filter the list or view CA/PA actions, and the bar below the list to navigate between the pages.
1.1. Search
To search for a specific CA/PA record:
- Select the search bar.
- Enter the Number or Details.
- Click Search.
The list will refresh, displaying only CA/PA records that match your search parameters.
1.2. Filters
There are a few different filters you can apply to the list to help you view the Document records you're after.
Column filters allow you to display results that meet specific criteria.
Filter builder allows you to create more complex filters using additional operators. This is particularly useful if you need to filter a single field for multiple values. For example, filtering the status to show all Open or Overdue records.
Register filter allows you to switch between the different CA/PA registers:
- Non-Conformance refers to the parent CA/PA record.
- Stage refers to the stages that are part of the CA/PA record.
- Action refers to the actions that are part of the non-conformance stage.
Each register displays its records in a list view.
2. CA/PA Details view
To open the CA/PA Details view, click the Document record in the list view. From here, you can view all information specific to the file.
Each tab contains unique information about the record.
| Tab | Description |
| Report | Displays details such as the Raised By, Contact, Severity, etc. |
| Workflow | Displays the stages and associated actions. |
| Properties | Displays additional details, such as Notes, Links, etc. |
1. List view
This view displays a list of all CA/PA records on your system.
You can use the left pane and the bar above the list to filter the list or view CA/PA actions.
1.1. Search
To search for a specific CA/PA record:
- Choose a Source from the dropdown.
- Choose a Status from the dropdown.
- Choose a Severity from the dropdown.
- Set a Target Date.
- Set a Raised Date.
- Enter Keywords.
- Click Search.
You don't have to fill out all fields to return results.
The list will refresh, displaying only CA/PA records that match your search parameters.
1.2. Filters
There are filters you can apply to the list to help you view the CA/PA records you're after.
Register filter allows you to switch between the different CA/PA registers:
- Non-Conformance refers to the parent CA/PA record.
- Stage refers to the stages that are part of the CA/PA record.
- Action refers to the actions that are part of the non-conformance stage.
2. CA/PA Details view
To open the CA/PA Details view, click the CA/PA record in the list view. From here, you can view all information specific to the file.
Each section contains unique information about the record and will vary depending on the register and type of non-conformance.