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Available to: Owners and Auditors Not available on mobile devices The CAP Planner manages corrective action plans linked to audit findings.

7.1 CAP Sessions

CAP findings are organized into sessions. You can:
  • Create new CAP sessions with a title and description
  • Edit existing session details
  • Move findings between sessions

7.2 Creating Findings

Each CAP finding includes:
  • Hazard Category — Selected from configured categories
  • Description — What was found
  • Risk Level — From configured risk matrix
  • Recommendations — Corrective action to take
  • PIC (Person in Charge) — Who is responsible for the action
  • Deadline — Due date for completion
  • Follow-up Date — When to check progress
  • Status — pending, in_progress, or completed
  • Specific Location — Where in the facility
  • Action Code — Optional reference code

7.3 Before/After Photos

Findings support before and after photo uploads with the same annotation capabilities as the Audit Planner. Storage quotas apply.

7.4 CAP Statistics

A statistics panel displays:
  • Total findings count
  • Status breakdown (pending, in progress, completed)
  • Risk level distribution

7.5 Submission for Review

When findings are ready for external review:
  1. Click “Submit for Review” on a CAP session
  2. The system validates that all required fields are filled
  3. Status changes: Draft → Submitted
  4. A notification can be sent to assigned reviewers
Bulk Submission: Multiple CAP sessions can be submitted at once using the Bulk Submission feature.