Create a ISO 9001 CAPA view for the action list in SharePoint QMS
Despite using the process approach and risk-based thinking, CAPA remains prevalent. Learn how to create a CAPA view for the action list in SharePoint QMS.CAPA (Corrective Actions and Preventive Actions) remains a key term in quality management systems. Since the ISO 9001:2015 revision, preventive actions are developed from risks identified during the planning phase of your QMS through risk-based thinking. Conversely, a corrective action arises from non-conformity or an opportunity for improvement (prevention is an opportunity to reduce risks). For those who prefer to continue using the term CAPA, it is possible to create the following view in Microsoft List or the corresponding SharePoint list.
Create CAPA view for Actions list
Take these five simple steps to create a new view in your SharePoint quality management system that filters for Corrective Actions and Preventive Actions.
Step 1 – Show Filters pane
Above the column header, to the right of the center click on Filter
Step 2 – Filter the Actions list
On the right-hand side, for Filters below the Categories, select Correction and Prevent
Step 3 – Save view as
Above the column header, to the right click on All Items*, and then on Save view as
Step 4 – Save new view
Under Save current view or type a new name, type CAPA
Make sure that the check box Make this a public view is selected and click on Save
Step 5 – Close Filters pane
On the right-hand side, for Filters click Close the filters pane
