Workflow Manager

Corrective actions that close properly.

Each nonconformance, CAPA, audit, change and document review runs on a staged template. Every stage has a deadline, an owner and, where it matters, an approval.

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Workflow Manager records list with audit, nonconformance and CAPA records at different stages

A real Obel-MS screen with example data.

Five templates on day one

Start with the processes auditors ask about.

Nonconformance, CAPA, Audit, Change Control and Document Review each come with stages, deadlines and instructions for every stage. Four of them end with an effectiveness check.

Nonconformance5 stagesVerification1 approval

CAPA6 stagesVerification3 approvals

Audit5 stagesVerification2 approvals

Change Control6 stagesVerification2 approvals

Document Review4 stages1 approval

The template designer

Make each template fit how you work.

Add or reorder stages, write the instructions, set a deadline and choose who approves. You can also build your own templates from a blank page.

The template designer, with each stage's deadline, instructions and approval settings

Every record

Stage, owner, due date and history in one place.

The header shows the template, the current stage, the owner, the agent and the due date. The tabs hold the record details, the audit trail, the workflow and a PDF report.

When a stage needs sign-off, the approver sees Approve and Reject, and adds a comment.

A nonconformance record waiting for approval, with the stage header, the entries and the Approve and Reject buttons

Closing the loop

Check that the fix worked.

After the corrective action, the record waits for its verification date. The verifier reviews the evidence and marks the action Effective or Ineffective. An ineffective result reopens the record.

A record in its verification stage, with the Mark Effective and Mark Ineffective outcome

AI drafts, people approve

Summaries your team edits and approves.

Obel-MS drafts stage and executive summaries from what is on the record, including attachments. Your team edits and approves each summary before it goes into a report.

Deadlines

Overdue records are checked every hour.

An hourly job checks every record against its due date. Overdue and assignment notices go out by email and to Microsoft Teams, so a stalled record gets attention the same day.

Reports

See what is overdue, and whether the fixes worked.

The quality dashboard shows CAPA timeliness, verification effectiveness, severity, sources and hotspots. The leadership view tracks overdue stages over time.

The Workflow Manager quality dashboard with timeliness, effectiveness and severity charts

What auditors see

A report for every record.

Each record has a report with its details, references, executive summary, entries, approvals and verification. Download it as a PDF for the audit file. The audit trail logs each stage change, approval, entry and attachment with its date and time.

The report of a nonconformance record, with its main details, references and executive summary

Give corrective actions a place to close.

Workflow Manager is part of the Professional plan, from R7,950$549€489£439A$829 a month excl. tax, hosted in the Google Cloud region you choose. We help you migrate your open registers.