Adding Related Records & Resources

You can add various references and resources to different record types throughout the Change Control, Deviation, and Standalone CAPA processes:

  • Related Events: Allow you to create links between Change Controls, Deviations, and Standalone CAPAs.
  • Library References: Allow you to link documents in your Library to a record.
  • Attachments: Allow you to upload files to a record.

Related Events allow you to create links between Change Controls, Deviations, and Standalone CAPAs. When you create a Related Event link on a Change Control, Deviation, or Standalone CAPA, Vault creates a reciprocal link on the related event.

Complete the following steps to create a Related Event link on a Change Control, Deviation, and Standalone CAPA:

  1. In the Change Control, Deviation, or Standalone CAPA record, expand the Related Events section.
  2. Click Create to open the Create Related Event dialog. 
  3. Select Change Control, Deviation, or Standalone CAPA for the Related Event Type.
  4. Select the Nature of Relationship for how the event relates to the record.
  5. Select the Related Record. The available records are dependent on whether you selected Change Control, Deviation, or Standalone CAPA for the Related Event Type.
  6. Click Save. Vault saves the related event link and creates a reciprocal event link on the related record.

Creating Library References

Library References allow you to link documents in your Library to the following records:

  • Change Controls
  • Deviations
  • Standalone CAPAs
  • CAPA Actions
  • Change Actions
  • Effectiveness Checks
  • Investigations

Complete the following steps to link a document in your Library to a record:

  1. Open the relevant record and expand the Library References section.
  2. Click Create to open the Create Related Document dialog. 
  3. Select the Document and Version of the document to add as a reference.
  4. Click Save to save the document reference.

Uploading Attachments

Attachments allow you to upload files to the following records:

  • Change Controls
  • Deviations
  • Standalone CAPAs
  • CAPA Actions
  • Change Actions
  • Effectiveness Checks
  • Extension Requests
  • Investigations
  • Change Control, Deviation, and Standalone CAPA Amendment Requests

Complete the following steps to upload a file to a record:

  1. Open the relevant record and expand the Attachments section.
  2. Click Upload, select the file to upload, and click Open. Vault attaches the selected file to the record.