HSZ CAPA Pro V2.0 - SharePoint CAPA Management System

An audit-ready corrective and preventive action management system built in Microsoft SharePoint - fully set up, automated, and live in your Microsoft 365 tenant within 1 business day.

Built for laboratories and environmental consultancies operating under ISO 45001:2018 Clause 10.2 and ISO/IEC 17025:2017 Clause 8.7.

WHAT YOU GET

Three connected SharePoint lists:

- CAPA Register - log every corrective and preventive action with 43 fields, including CAPA type, source, root cause method, priority, department, assignee, and ISO clause reference

- Root Cause Log - structured root cause analysis records linked directly to each CAPA, supporting 5 Whys, Fishbone, Fault Tree, and FMEA methods

- Effectiveness Review - post-closure effectiveness tracking to confirm corrective actions have actually resolved the problem and prevented recurrence

Three Power Automate flows running in the background:

- New CAPA Notification - automatically emails the assigned person the moment a CAPA is logged

- Overdue Escalation - runs every weekday morning, finds every CAPA past its target date, updates the status to Overdue, and emails the assignee

- Closure and Effectiveness Verification - triggers when a CAPA is marked Pending Verification, sends an approval request, and updates the record when approved or rejected

A 4-page Power BI dashboard:

- CAPA Overview - total CAPAs, open, overdue, closed this month, breakdown by status, department, and priority

- Overdue and Critical - full table of every overdue and critical CAPA with assignee and target date

- Root Cause Analysis - breakdown by root cause method and source category

- Trend and Performance - CAPAs over time, average days to close, on-time closure percentage

Your Standard Operating Procedure (SOP) - a branded, audit-ready PDF that walks your team through every step of the system. How to log a CAPA. How to complete root cause analysis. How to close and verify a CAPA. How the automation flows work. How to read the dashboard. ISO 45001 Clause 10.2 and ISO/IEC 17025 Clause 8.7 alignment mapped against every part of the system. Hand it to a new team member or an assessor with confidence.

WHO THIS IS FOR

- Laboratory managers and quality leads operating under ISO/IEC 17025:2017 and ISO 45001:2018

- Environmental consultancies that need a documented, audit-ready corrective action trail

- Quality and HSE practitioners who are tired of managing CAPAs in spreadsheets

- Organizations preparing for external assessment or accreditation renewal

WHAT HAPPENS AFTER YOU BUY

1. You receive a delivery confirmation PDF immediately

2. Within 1 business day, HSZSolutions provisions your dedicated SharePoint site and sends you a Microsoft 365 invitation

3. You accept the invitation, open your site, and your system is live

4. Your SOP PDF downloads immediately so you can start familiarizing yourself while you wait

WHY $347

One day with a consultant costs more than this system. This system runs indefinitely, handles every CAPA your organization will ever log, satisfies ISO 45001 Clause 10.2 and ISO/IEC 17025 Clause 8.7 documentation requirements, and gives you a dashboard you can open in front of an assessor without preparation.

LICENCE AND ACCESS

Your purchase includes a Standard Client Licence - one organization, perpetual access, no renewal fees.

Your SharePoint site is provisioned exclusively for your organization. You receive full Site Owner access to configure, expand, and manage the system as your needs grow. The system remains live in your Microsoft 365 tenant for as long as your organization uses it.

Need to deploy this across multiple client sites or as part of a consulting practice? The Consultant Licence covers multi-site deployment. Contact hszsolutions1@gmail.com for details.

QUESTIONS BEFORE YOU BUY?

Email hszsolutions1@gmail.com before purchasing. I respond within 1 business day and I am happy to confirm whether this system is the right fit for your organization before you commit.

Built by an HSE practitioner with 20 years of experience across oil and gas, environmental consultancies, laboratory environments, and offshore operations.