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6. Notifications in CAPA

Updated today

This article explains which notifications are issued to which users at which time from the retraced CAPA feature.


Do I get real-time email notifications from CAPA?

As we want the responsible persons that are added to a CAP or an action to know about this, we have implemented in-app and email notifications. But at the same time, we do not want to overwhelm all users of a company, that is why company wide notifications have been restricted. You can see in this overview below who gets which notification.

Note that as long as there is no assignee, there will be no notifications sent out. You can save CAPs and actions as long as you want. Only if there is an assignee, the notifications start.


What is the watcher status on an action?

Most notifications are roll-based meaning that not the whole company is notified. Those users who are interested, without having an active role in an action or plan, can add themselves (or can be added) as watchers. They would see notifications in the activity feed and also via email.

Users that are assigned as reporter are automatically added as watcher. If they do not want that they can always remove themselves.

If the reporter or assignee was part of a collaborator company and this collaborator is removed from the action, the users also get removed from the watcher list.


Notifications for CAP and CAPA

  • In-app notifications are triggered for all roles only after CAPA creation = When an assignee is added. Changes like adding a Collaborator, or modifying the Responsible Person do not trigger notifications before CAPA adding an assignee.

  • The user performing the action or changing the status does not receive a notification for that action or change.

(1) Notifications in CAPA

CAPA

CAPA Created

Assignee add/remove

Collaborator add/remove

Responsible company add

New comment

Status update "In Progress"

Status update "In review"

Status update "Changes requested"

Status update "Done"

CAPA is overdue

Creator company

Responsible company

In-App

In-App

Reporter

Add/Remove: In-App

In-App, Email

In-App

In-App, Email

In-App, Email

Assignee

Add/Remove: In-App, Email

Add/Remove: In-App

In-App, Email

In-App, Email

In-App, Email

In-App, Email

Collaborator

Add/Remove: In-App, Email

In-App

In-App

In-App, Email

In-App

In-App, Email

In-App

Watcher

Add/Remove: In-App

Add/Remove: In-App

In-App

In-App

In-App

In-App

In-App

(2) Notifications in CAP

CAP

CAP created

Assignee add/remove

Collaborator add/remove

Responsible company add

New comment

Status update "In Progress"

Status update "Done"

CAP is overdue

Creator company

Responsible company

In-app

Reporter

Add/remove: In-App

In-App, Email

In-App

In-App, Email

Assignee

Add/remove: In-App, Email

Add/remove: In-App

In-App, Email

In-App, Email

In-App, Email

Collaborator

Add/remove: In-App, Email

In-App

In-App

In-App, Email

In-App

Watcher

Add/remove: In-App

Add/remove: In-App

In-App

In-App

In-App

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