Overview - ION Manual
A Further Action (CAPA)
A Further Action (CAPA) is ION’s record of a root-cause investigation and its corrective and preventive actions. It links the issues that prompted it, so several related or recurring issues are investigated and resolved under one root cause rather than one at a time. The link is two-way: a linked issue lists the further action, and the further action lists the issue. You work a further action through three fields as the investigation progresses: Problem Statement (what went wrong and its impact), Analysis Notes (the root-cause investigation), and Resolution (the corrective and preventive actions taken). Your organization can rename these fields. A further action also carries an optional expected completion date, a target you set from the date picker on the further action. It reads No expected completion date until you set one.
States
A further action moves through four states. Canceled is a terminal alternative to resolving.
| State | What it means |
|---|---|
| In Progress | You are investigating and recording the analysis and resolution. Fields are editable. |
| In Review | Submitted for approval. The configured roles must approve before it can resolve. |
| Resolved | Approved and closed. Fields are read-only. |
| Canceled | Closed without resolving. Fields are read-only. |
You move a further action through review to resolution, and you can cancel or reopen one from these states.
Linked issues
A further action groups the issues it addresses, and a single investigation covers all of them. You can open a further action directly from selected issues so those issues are linked at creation, or link issues to an existing further action from either side of the relationship. To comment on, label, or attach files to a further action, see Work with a further action.