(1) Uploading an audit report
You can upload your audit reports (in PDF or DOC format) directly to Retraced. The system will automatically extract details, key findings and suggest corrective actions for you to review.
Access the audits tab and click "Upload an audit".
Upload your audit document via drag & drop or browse. Optionally, you can attach the corresponding CAP file in the below field. For both, ensure that the files meets the supported formats (PDF, DOC, XLSX) and do not exceed 100MB.
Click "Analyze document".
A progress indicator shows the status of data extraction either directly in the pop-up or in the background - it is up to you.
Once the extraction is complete, click "Continue to review details".
Review the audit details. Although, AI does most of the heavy lifting, reviewing helps ensure accuracy and builds trust in your data. If details need to be changed, click the pencil icon.
Click "Continue" to save the reviewed data.
Additional information
When you close the audit modal, processing continues in the background.
You’ll see progress updates in a top banner or the Notifications center.
Multiple uploads can process simultaneously.
You can reopen the progress view anytime by clicking the banner or notification.
Cancel the processing job
During processing, click ”X” to stop the job and confirm cancellation when prompted.
The job will be removed from the queue, and no results or notifications will be generated.
System resources are immediately freed.
Auto-Dismiss completed banners
Once you click Review Details, the processing banner disappears automatically after 2–3 seconds.
You can still close it manually if you prefer.
Error banners remain until manually dismissed.
(2) Creating CAPAs
Note: In case the CAPA feature is not part of your subscription, you cannot work with, or follow-up on the created CAPAS. Please reach out to us if you want to include the feature in your subscription.
After the audit findings are extracted, you can decide if you want to keep the AI suggested CAPAs by selecting them or choose to not have them included.
If needed, edit CAPAs manually via the pencil icon.
Open the AI Actions view.
Review the summary header showing total findings and suggested actions.
See its compliance level, severity, and impact area.
Review suggested actions categorized as Corrective or Preventive.
Explore each finding.
Select or deselect actions using checkboxes or the “Select All” toggle.
Edit any action directly in the list.
The Selected Actions Counter updates in real-time.
