Any template available to manage CAPA Processes in Jira or Jira SD?

[Muhammad Fahad]

Dear Experts,

I'm studying a CAPA system requirements. Suggestion is to use JSD where workflow needs to follow 8D (https://asq.org/quality-resources/eight-disciplines-8d) and 4M1D industry methods.

Wondering if you guys have built any similar system in past? Is there any template or guideline available? Please share your ideas or thoughts.

Thank you

[Petter Gonçalves · Accepted solution]

Hello @Muhammad Fahad

Thank you for reaching out.

Indeed, there's a lot of docs and suggestions/templates on how to manage a CAPA process using JIRA application provided by Atlassian customers around the world.

You can check in the post Transforming your CAPA SOP with JIRA Core a very solid process to achieve it. Basically, the customizations in Jira to achieve that would consist of:

1. Establish your verification and validation (V&V) strategy
2. Outline your project structure, issue types and subtasks
3. Translate your SOP into a workflow
4. Map your data fields
5. Using electronic signatures
6. Spice up the workflow with a bit of ‘behind the scenes’ automation
7. Run your CAPA implementation past the end-users
8. Define public filters and create a CAPA dashboard
9. Verification and validation (V&V)
10. Rollout

Can you please check if the step-by-step in the doc above give you what is needed to set your CAPA process with Jira?

Additionally, you can check the following documentation for more tips about it:

Managing your CAPAs in Jira: key questions answered 

Let us know if you have any questions.