Run Recurrence Checks

Recurrence Checks allow you to compare a newly created Deviation with existing Deviations to determine if the Deviation has occurred before. For recurring Deviations, you may need to create different CAPA Actions to address the recurring issue than you would create for a Deviation that has only happened once.

Complete the following steps to run a Recurrence Check:

1. Open the Deviation on which you want to run a Recurrence Check.
2. From the Actions menu, select Run Recurrence Check. Vault displays the Run Record Check dialog with a list of Suggested Match Terms based on the Deviation’s Title and Description.
3. In the Suggested Match Terms box, click the remove (x) icon to remove any terms that are not applicable.
4. Choose the date range for the Recurrence Check.
5. Click Continue. Vault displays a list of matching Deviation records. 
6. Review the Deviation, select the appropriate Relationships, and enter Justification details for each record. 
7. Click Review and review the Recurrence Check results. 
8. Click Complete. Vault creates Related Event records for each Deviation you selected using the Relationship you selected.