SyteLine Corrective Action Request (CAR/CAPA) Configuration Guide
Corrective and Preventive Action (CAPA) management in Infor SyteLine closes the loop between quality problem detection and systemic resolution. The SLQualityCorrectiveActions IDO tracks the full CAPA lifecycle from initiation through effectiveness verification, linking corrective actions to their originating NCRs, customer complaints, or audit findings. A properly configured CAR process is mandatory for ISO 9001, AS9100, and IATF 16949 compliance.
CAR Initiation and Root Cause Analysis
Corrective action requests are initiated from the Corrective Actions form (menu path: Quality > Corrective Actions > Corrective Actions) either manually or auto-generated from NCRs meeting configurable severity thresholds. Configure the CAR form to capture problem description, containment actions, and root cause analysis using structured methodologies like 5-Why, fishbone, or 8D stored in the SLQualityCorrectiveActions record.
- Configure automatic CAR generation triggers when NCRs of Critical or Major severity are dispositioned on the Non-Conformance form
- Set up CAR form templates with structured root cause analysis sections supporting 5-Why, Fishbone (Ishikawa), and 8D methodologies
- Define mandatory containment action fields that must be completed within a configurable timeframe (e.g., 24 hours) of CAR initiation
- Link CARs to originating NCRs, customer complaints, or audit findings via the SLQualityCorrectiveActions.SourceType and SourceRef fields
- Configure CAR assignment rules to route corrective actions to the appropriate process owner based on defect code and affected area
CAPA Workflow and Action Tracking
The CAPA workflow moves corrective actions through defined stages with assigned owners, due dates, and approval gates. Configure the workflow to track both corrective actions (fixing the immediate problem) and preventive actions (preventing recurrence). The SLQualityCorrectiveActions status field drives workflow transitions with configurable notifications and escalations.
- Configure CAPA status workflow (Initiated > Containment > Root Cause > Corrective Action > Preventive Action > Verification > Closed) with stage-gate approvals
- Set up action item tracking on the CAR Action Items sub-form with assigned owners, due dates, and completion status for each CAPA task
- Enable escalation rules that auto-notify management when CAPA due dates are missed by configurable threshold days
- Configure preventive action requirements that must identify systemic changes (process, training, design) beyond the immediate corrective fix
Effectiveness Verification and Closure
ISO and industry standards require verification that corrective actions effectively prevent recurrence before a CAR can be closed. Configure effectiveness verification periods and criteria on the Corrective Actions form to ensure CARs remain open until sustained improvement is demonstrated through measurable evidence.
- Define effectiveness verification criteria on the CAR form specifying what metrics or audit results confirm successful corrective action implementation
- Configure verification waiting periods (30, 60, 90 days) during which the CAR remains in Verification status monitoring for recurrence
- Set up automatic recurrence checks that query SLQualityNonConformances for matching defect codes during the verification period
- Enable multi-level closure approval requiring quality manager sign-off confirming effectiveness evidence before final CAR closure
- Generate CAPA effectiveness reports aggregating closure rates, average resolution time, and recurrence rates for management review meetings
Implement a compliant CAPA process in SyteLine—schedule a quality systems consultation with our certified auditors.
Related Resources
SyteLine Non-Conformance Management Guide
Configure SyteLine non-conformance report tracking and disposition workflows. Set up NCR creation, investigation, and resolution processes in CloudSuite Industrial.
Infor SyteLineSyteLine ISO 9001 ERP Compliance Guide
Map ISO 9001:2015 requirements to SyteLine ERP capabilities. Configure document control, management review data, and audit trail features in CloudSuite Industrial.
Infor SyteLineSyteLine Quality Management System Setup
Configure the SyteLine Quality Management System module for manufacturing compliance. Set up inspection plans, NCR tracking, and CAPA workflows in CloudSuite.