Siemens PLM Software
CAPA Product
Technical Description
Pre-Install IntroductionCorrective Actions Preventive Actions
CAPA focuses on the systematic investigation of
discrepancies (complaints, defects, failures and/or
deviations) in an attempt to permanently solve the
root cause and to prevent their recurrence.
Paul J. Fletcher
January 3, 2013
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
Siemens PLM Software
Agenda
CAPA Product Introduction
High-Level Architecture
CAPA Web User Interface
Data Model
Installation and Configuration
Licensing
© Siemens AG 2011. All rights reserved
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
Siemens PLM Software
Closed Loop Quality
Full Traceability From Complaint Through Change
Change
Request
Revised
deliverables
Knowledge capture
and reused
Deliverable is
released
I am having a
problem…
Issue/ Incident
CAPA
Thank you for the
solution!
Siemens CAPA module is designed to
be use by any user.
The user interface will require little or
no training.
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
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Issues, CAPAs, Change RequestsResolution Is An Evolution
There are many sources for an Issue
• Customer care
• Suppliers
• Production/plants
• Design reviews
• 3D Virtual Assessment
• Manufacturing Feasibility Studies
• …
Examples of Issues:
• I hear a noise in my car’s dash
• During a virtual assessment, we
discovered these two parts do not fit
• The documentation/steps to install are
incorrect
• There are over 50 customer complaints
about the quality of the finish of this
product
Issues
Problems/CAPAs
CR/CN
Closed as:
user error, not
reproducible,
question
answered, etc.Closed as:
user error,
works as
designed, etc.
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Issues and CAPA Quality Management
Issues
• Issues Management and the various
types like Defects, Failures, Complaints
and Non-Conformances are the first
step in the evaluation that may lead to
a CAPA investigation and subsequently
related to CR’s (Change Requests).
• CAPA focuses on the systematic
investigation of discrepancies (failures
and/or deviations) in an attempt to
prevent their recurrence (corrective
action) or to prevent occurrence
(preventive action).
• Teamcenter’s new CAPA solution will
manage these processes within
Teamcenter
CAPA
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AWS
Many Sources For Issues, UI Tailored For UserTeamcenter Manages Lifecycle and Resolution
Teamcenter 9.1.x server(s)
Database
File Storage
Web App Server
Teamcenter
Community
Visualization
Rich
Client
Thin/Web
Client
Office
Client
iPad
CAD/NX
Process
Simulate
Issues
Problems/CAPAs
CR/CN
CAPA Web
Client
All clients using
Teamcenter as a server
should be creating
Teamcenter issues
These issues should be
of the same type, or
similar types
EWI
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
Siemens PLM Software
Agenda
CAPA Product Introduction
High-Level Architecture
CAPA Web User Interface
Data Model
Installation and Configuration
Licensing
© Siemens AG 2011. All rights reserved
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
Siemens PLM Software
CAPA Software Module Defined
Software Deliverables
• Web UI Framework
• Teamcenter Data
• Issues and CAPA sub-types
• Issue + CAPA workflows
• Reports
• Schedules
• Style sheets
• Forms
CAPA Leverages
• TC common platform (workflows, sign-offs, inbox, search,
escalations, email integration, etc.)
• Teamcenter’s Change Management (e.g., associating documents,
items to an issue or CAPA, associating a schedule to a CAPA)
• Teamcenter’s Schedule Manager (to define the plan with timing to
complete the CAPA)
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
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Community
Visualization
High-Level ArchitectureCAPA Is An Addition To A Teamcenter
Install CAPA on
the Teamcenter server
Majority of CAPA users will use the CAPA Web UI
Or Microsoft Office
Rich
Client
Thin/Web
Client
Office
Client
iPad
Teamcenter 9.1.x server(s)
Database
File Storage
Web App Server
Teamcenter
CAD/NX
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
Siemens PLM Software
Agenda
CAPA Product Introduction
High-Level Architecture
CAPA Web User Interface
Data Model
Installation and Configuration
Licensing
© Siemens AG 2011. All rights reserved
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
Siemens PLM Software
User Interface Overall Layout
Command ribbon
Application tabs
User informationSearch
Launch Teamcenter
Help
Logout
Navigation breadcrumb trail
Views of an object
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User Interface Tables and Objects
Resize column
Blue text indicates selecting
the object will do something –
usually navigate to that object
Sequence columns via
drag & drop
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Teamcenter CAPA Product Demonstration
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User Interface Home page
Why is it here?
• The Issue list, CAPA list, and
Dashboard all involve queries to
load the data
• The greeting page provides a
fast entry point into the CAPA
web page
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User Interface Tasks
Provides the user with a list of
tasks they are to perform
This is the Teamcenter Inbox
“Tasks to Perform”
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User Interface Issue page and commands
Purpose
• Provides the user with
the list of open issues
he/she has created, or
actively participating in.
How is this list populated?
• Saved query called “My
Issues”
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
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User Interface CAPA page and commands
Purpose
• Provides the user with
the list of open CAPAs
he/she has created, or
actively participating
in.
How is this list populated?
• Saved query called
“My CAPA”
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User Interface Issue and CAPA properties
Details
Attachments
Web Links
Related Items
Related CAPAs
Related Issues
Related CRs
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User Interface Issue and CAPA properties
Action Plans
Potential Causes
Resolutions
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User Interface Dashboard page
Purpose
Provide a high-level view of the
issues and CAPAs within
Teamcenter
What can users do with it
• Reorder the dashboard
elements around
• Select a chart piece and drill
down
• See a listing of the data
behind the chart piece
• Open the issue or CAPA
from the dashboard
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User Interface Search
Simple search
Issue, CAPA, Item, CR search
Saved Searches
System Searches
Inputs & Results
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User Interface User Role
Users can change their role within
the CAPA UI
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User Interface Launch Teamcenter
For functions not available in
the CAPA Web UI, we have
provided the ability to launch
a Teamcenter session.
The URL/link is easily
configurable by a system
administrator or installer.
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
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User Interface Help
Special attention has been paid to
the CAPA Help
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DeliverableNon-conformance
CAPA
Engineering Change
Request
Feedback On A Deliverable
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DeliverableNon-conformance
CAPA
Engineering Change
Request
Teamcenter Rich Client View Of An Issue/CAPA
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
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Teamcenter Rich Client View Of An Issue/CAPA
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
Siemens PLM Software
Agenda
CAPA Product Introduction
High-Level Architecture
CAPA Web User Interface
Data Model
Installation and Configuration
Licensing
© Siemens AG 2011. All rights reserved
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
Siemens PLM Software
Data ModelIssue
Issue
• 3 types• Generic = C2Issue
• Nonconformance = C2IssueNonConf
• Complaint = C2IssueComplaint
• Forms• No forms associated to an Issue
• Stylesheets• Same style sheets used by Teamcenter clients and CAPA
client
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
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Data ModelCAPA
CAPA type
• 1 type• CAPA = C2Capa
• Forms• Cause
• Resolution
• Stylesheets• Same style sheets used by
Teamcenter clients and CAPA
client
• Action Plans
(schedule)
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
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Data ModelSchedule
Schedule types
• 4 types• Corrective
• Investigation
• Preventive
• Verification
• Forms• No forms associated to an Issue
• Schedule Templates• A user must create the 4 schedule
templates
• Corrective_ActionPlan_Template
• Investigation_ActionPlan_Template
• Preventive_ActionPlan_Template
• Verification_ActionPlan_Template
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
Siemens PLM Software
Agenda
CAPA Product Introduction
High-Level Architecture
CAPA Web User Interface
Data Model
Installation and Configuration
Licensing
© Siemens AG 2011. All rights reserved
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
Siemens PLM Software
Installation
Overall Sequence
1. Setup
Teamcenter
installation
2. Add CAPA
BMIDE package
3. Install CAPA
Web Application
Server
Details in the CAPA
installation documentation
1
2
3
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
Siemens PLM Software
Installation Guide
How to install CAPA
This includes:
• Software and Teamcenter
prerequisites
• Steps to install
• Verification procedures
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
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Installation and ConfigurationCAPA Web page configuration
Document in a FAQ style format
provides guidance on how to
configure the CAPA application
This includes how to configure:
• Contents of the applications
• Display text strings
• Dashboard queries and drill-
down
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
Siemens PLM Software
Agenda
CAPA Product Introduction
High-Level Architecture
CAPA Web User Interface
Data Model
Installation and Configuration
Licensing
© Siemens AG 2011. All rights reserved
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
Siemens PLM Software
License Checks
Log In
During log in, the following license
check will be performed:
Note: we do not check for a
Teamcenter consumer, occasional
author or author license.
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
Siemens PLM Software
Issue Management and Resolution Through
Teamcenter CAPA – Summary
New, web-based UI for defining issues
and resolving these issue through the
automated workflows
Define and resolve issues within
Teamcenter, relating it to PLM data
Standardize and automate the process of
issue resolution
Capture the knowledge of how to resolve
the issue within your PLM environment
Issue resolution reports and dashboards
Reduce Cost of Quality
Issue Database
Cost Of
Quality
Questions or Comments
© 2013. Siemens Product Lifecycle Management Software Inc. All rights reserved
Siemens PLM Software
Additional Information
Sales Center:https://sales.industrysoftware.automation.siemens.com/sell/tecno
matix/products/issue-management-capa/
Teamcenter Community:https://mycommunity.ugs.com/products/qppv/capa/default.aspx