(1) Roles - General guidelines
Role | Main Purpose |
Creator | sets up the CAPA (title, description, source, type); assigns roles |
Reporter | is reviewer from the reporting company; confirms remediation; can comment, link and assign |
Assignee | executes the CAPA; uploads evidence/remediation; sets status "In Review" |
Collaborator | supports execution; can upload files; can comment; can not link findings or change status |
Collaborating Company | provides support (e.g. vendor); users inherit rights similar to collaborators |
Watcher | is passive observer; can read and comment; cannot edit or upload rights |
Shared with Person | is external viewer; can see title, description and remediation proof only |
(2) Viewing & Access Rights
Role/Action | Viewing CAPA overview | View evidence | View history | View remediation |
Creator | x | x | x | x |
Reporting company | x | x | x | x |
Responsible company | x | x | x | x |
Collaborating company | x | x | x | x |
Reporter | x | x | x | x |
Assignee | x | x | x | x |
Collaborator | x | x | x | x |
Watcher | x | x | x | x |
Shared with person | - | x | - | x |
(3) Editing Core Content
Role/Action | Edit title | Edit description | Upload evidence | Upload remediation | Remediation comment | Comment |
Creator | x | x | x | x | - | x |
Reporting company | - | - | x | - | - | x |
Responsible company | - | - | - | x | x | x |
Collaborating company | - | - | x | x | x | x |
Reporter | - | x | x | - | - | x |
Assignee | - | x | - | x | x | x |
Collaborator | - | x | x | x | x | x |
Watcher | - | - | - | - | - | x |
Shared with person | - | - | - | - | - | - |
(4) Role Management
Role/Action | Add/remove | Add/remove | Add reporter | Remove reporter | Add/remove reporting company | Add/remove responsible company | Add/remove yourself as watcher | Add/remove any watcher |
Creator | x | - | x | - | - | system-set | x | - |
Reporting company | x | x | x | x | - | system-set | x | - |
Responsible company | x | - | - | - | - | system-set | x | - |
Collaborating company | - | x | - | - | - | system-set | x | - |
Reporter | x | x | - | x | x | system-set | x | x |
Assignee | x | x | - | - | - | system-set | x | x |
Collaborator | x | x | - | - | - | system-set | x | x |
Watcher | - | - | - | - | - | system-set | x | - |
Shared with person | - | - | - | - | - | system-set | - | - |
(5) Linking
Role/Action | Link action | Link finding |
Creator | - | x |
Reporting company | - | - |
Responsible company | - | - |
Collaborating company | - | - |
Reporter | x | x |
Assignee | x | - |
Collaborator | x | - |
Watcher | - | - |
Shared with person | - | - |
(6) Dates & Timing
Role/Action | Due date | Created on | Start date | Define due date | Change due date | Date of closure |
Creator | x | system-set | x | x | - | system-set |
Reporting company | x | system-set | - | x | x | system-set |
Responsible company | - | system-set | - | - | - | system-set |
Collaborating company | - | system-set | - | - | - | system-set |
Reporter | x | system-set | - | x | x | system-set |
Assignee | - | system-set | x | x | - | system-set |
Collaborator | - | system-set | - | - | - | system-set |
Watcher | - | system-set | - | - | - | system-set |
Shared with person | - | system-set | - | - | - | system-set |
(7) Urgency & Metadata
Role/Action | Define urgency | Change urgency | Impact area |
Creator | x | - | x |
Reporting company | - | - | - |
Responsible company | - | - | - |
Collaborating company | - | - | - |
Reporter | x | x | x |
Assignee | x | - | - |
Collaborator | - | - | - |
Watcher | - | - | - |
Shared with person | - | - | - |
(8) Creation Time Fields
Role/Action | Source type | Source | Type | Assignee (at creation) | Reporter (at creation) |
Creator | x | x | x | x | x |
Reporting company | - | - | - | x | x |
Responsible company | - | - | - | x | x |
Collaborating company | - | - | - | - | - |
Reporter | x | x | x | - | - |
Assignee | x | x | x | - | - |
Collaborator | - | - | - | - | - |
Watcher | - | - | - | - | - |
Shared with person | - | - | - | - | - |