How does Planfix help labs control deviations?

Planfix turns every deviation, incident, OOS, or instrument issue into a structured task with evidence, assignee, and status. Conditional boards and status sets enforce the right QA flow, while reports and data tags make every case audit-ready. You get one system to show who reported, what was done, and when.

Can I enforce QA steps and approvals?

Yes. You can design status sets with transition rules that match your SOPs. Users see only permitted steps and cannot close incidents early. Mandatory fields, attachments, and checklists ensure RCA, training, or maintenance notes are present before completion. This reduces human error and keeps the process compliant.

Can I link CAPA to incidents and see overdue actions?

All corrective and preventive actions are normal tasks in Planfix. They can be assigned across teams, scheduled with calendar-aware deadlines, and tracked on one Planner board. Project Totals and reports show open, closed, and overdue CAPA so managers always know the state of the program.

How fast can we start using this in our lab?

You can start by enabling intake from email and chats so every signal becomes a task. Then add status sets, CAPA templates, and AI agents for data extraction. Because Planfix is no-code, QA leads can configure the flow themselves and improve it gradually without waiting for development.

Lab Incident and CAPA Management for QA Teams

Make Every Signal a Structured Task

Every nonconformance, OOS, OOT, instrument issue, or sample mix-up lands in the right QA flow on the first try. Add evidence, assign teams, collect RCA, launch CAPA, and show auditors a complete trail with reportable data.

Intake from email

Capture the Incident

One task with evidence, reporter, batch, instrument, and dates becomes the single source of truth.

Triage and Route

Classify and send to the right QA or lab owner without manual mail chasing.

Run Investigation

Mandatory fields and guided steps make RCA complete and comparable across cases.

Close CAPA on Time

Corrective and preventive actions are real tasks with owners, dates, and evidence.

Start with the Fastest Win

Turn every lab signal into a task, no matter the channel. Email to task, messenger to task, operator note to task. All reports enter Planfix in the same schema so nothing is lost and every case is traceable.

Multichannel intake

Show the System at Work

Drag the incident card on Planner and assignee, status, or department update because lists are conditional. Add an AI Dataminer robot and it pulls batch, product, test, instrument, and reporter straight into fields.

Planner in action

Captured Once, in Full

Incidents are complete, so audits are simpler and repeat findings drop.

Automatic Triage

Urgent work is routed instantly, not blocked in inboxes or chats.

CAPA as Tasks

Actions close on time and with proof in the same task thread.

Trend Reports

Counts, causes, overdue items, and effectiveness show management real numbers.

If This Sounds Familiar

Signals get lost

Deviations arrive by mail, chats, or lab tools and some never reach QA.

RCA is incomplete

You chase people for analysis, training proof, or maintenance notes.

No audit story

You cannot show why an incident was closed or how long containment took.

Intake from Any Channel

Investigation and RCA

CAPA Execution

Reporting and Audits

Intake from Any Channel

Email to task and messenger to task keep all signals in one place.

Operator notes and lab reports enter with the same field schema.

Nothing is lost between systems or teams.

Create tasks by email

Investigation and RCA

AI Interviewer runs guided RCA right in the task.

Status sets and transition rules prevent skipping mandatory steps.

All evidence and versions stay attached.

Status sets

CAPA Execution

Generate corrective and preventive actions from templates.

Assign across teams with calendar-aware deadlines.

Track open, closed, and overdue CAPA on one Planner view.

Task templates

Reporting and Audits

Dashboards show counts, causes, overdue items, and effectiveness.

Project Totals summarize CAPA for management.

Auditors see the full story in minutes.

Project reports

How You Capture and Govern Lab Incidents

Capture the initial report from any channel and convert it to a task. Normalize it with fields and AI Dataminer to make data reportable. Apply status sets and transition rules so no one can skip steps. Keep all evidence in the task for audit-ready packages.

Structured data capture

How You Investigate and Document Root Cause

Move the task to Investigation on Planner so everyone sees the stage. Run a guided interview with AI Interviewer so RCA is complete. Link related tasks like instrument maintenance or previous deviations. Add Summarizer to keep a running case brief for leads and auditors.

AI agents in tasks

How You Run and Close CAPA

Generate CAPA tasks from templates so no one starts from scratch. Assign across QA, production, and maintenance with dates that respect calendars. Track all actions on one Planner view. Use Project Totals to see open, closed, and overdue CAPA in real time.

Documents & evidence

What the Finished System Looks Like

Your lab and QA run on one system. Every deviation is logged. Every CAPA has an owner. Every action has evidence. Reports tell you where the plant is improving and where it is not. You can walk an auditor through any case in minutes.