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Pharmaceutical CAPA Management Checklist

Ensure robust corrective actions and preventative measures with our Pharmaceutical CAPA Management Checklist. Streamline investigations, approvals, and verification - minimizing risk and maximizing quality compliance.

This Template was installed 1 times.

Deviation Identification & Reporting

1 of 8

Ensuring proper identification, documentation, and initial assessment of deviations.

Deviation Date

Deviation Time

Deviation Description

Deviation Severity

Deviation Category

Batch/Lot Number (if applicable)

Location of Deviation

Supporting Documentation (e.g., photos, records)

Root Cause Investigation

2 of 8

Comprehensive analysis to determine the underlying cause(s) of the deviation.

Detailed Description of Deviation

Potential Root Causes (Select All That Apply)

Specify 'Other' Root Cause (if selected)

Number of Times Similar Issue Occurred Previously (if applicable)

Date of Initial Observation/Event

Supporting Data/Analysis (e.g., statistical analysis, trend charts)

Attach Supporting Documents (e.g., lab reports, equipment logs)

Corrective Action Development

3 of 8

Defining and documenting the actions required to prevent recurrence.

Detailed Description of Corrective Action(s)

Estimated Cost of Corrective Action (USD)

Action Responsibility (Primary Owner)

Target Completion Date

Affected Departments/Functions

Action Owner Signature

Preventive Action Implementation

4 of 8

Establishing proactive measures to address potential issues.

Detailed Description of Preventive Action

Estimated Cost of Implementation

Planned Implementation Start Date

Planned Implementation Completion Date

Departments Responsible

Supporting Documentation (e.g., SOP Updates, Engineering Drawings)

Risk Mitigation Strategy

CAPA Effectiveness Verification

5 of 8

Evaluating the impact of corrective and preventive actions.

Verification Start Date

Verification End Date

Number of Deviations Reopened (Post CAPA)

Number of New Deviations Related to Root Cause (Post CAPA)

Overall Effectiveness Rating (Based on Data)

Summary of Data Analyzed & Findings

Was the original Root Cause Effectively Addressed?

Additional Comments or Observations

CAPA Documentation & Record Keeping

6 of 8

Maintaining complete and accurate records of the CAPA process.

CAPA Origination Date

Detailed Description of Deviation & Initial Assessment

CAPA Number/ID

Summary of Root Cause Investigation Findings

Supporting Documentation (e.g., lab reports, investigation files)

Detailed Description of Corrective & Preventive Actions

Corrective Action Completion Date

CAPA Owner Signature

CAPA Training & Communication

7 of 8

Ensuring staff are trained on CAPA procedures and effectively communicating updates.

Number of Employees Trained

Training Completion Date

Training Format (e.g., Online, Classroom)

Brief Summary of Training Content

Topics Covered in Training (Select all that apply)

Trainer Signature

Training Material Version

CAPA Closure & Review

8 of 8

Formal closure of CAPA items and periodic review of the CAPA system's effectiveness.

Date of CAPA Closure

Summary of CAPA Resolution and Effectiveness

Number of Recurrences Post-Closure (if any)

CAPA Closure Status

Signature of Reviewer

Reviewer Name

Reviewer Title

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