Who Is This For?
CR Owners / Planners – initiating and documenting the effectiveness check
QA / Approvers – reviewing outcomes and ensuring compliance evidence is complete
Process / Document Owners – providing data and verification inputs for the assessment
How to Do It?
Effectiveness checks are performed after the CR is Closed.
Use the search bar or sort by ID, Title, State, or Last Modified to locate the record.
In the Properties card, select Effectiveness Check at the bottom, or open the Effectiveness Check tab.
Fill all the necessary fields.
Click Submit Evaluation to finalize.
Select Save Draft if you need to return and complete it later.
💡 Tip: If the change was not effective, document the reason and propose follow-up actions (e.g., corrective actions, update the plan, or raise a new CR).
Tips
💡 Use measurable indicators (e.g., CAPA metrics, deviation rates, turnaround time) to support the effectiveness conclusion.
💡 Save as Draft if you are still gathering objective evidence; submit only when complete.