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Summit Sync CAPA Manager
Correct. Prevent. Improve.

Actions closed.
Problems solved.

Summit Sync CAPA Managerβ„’ is a full corrective and preventive action platform β€” raise, assign, investigate, evidence, and close actions from any source across any department, with every step audit-ready.

πŸ“‹ Plan
⚑ Do
πŸ” Check
βœ… Act
Summit Sync CAPA Managerβ„’ β€” Dashboard
Main
⊞ Dashboard
πŸ“‹ Action Register
πŸ” Search & Filter
Actions
βž• New Action
⬆️ Upload Report
πŸ“Ž Evidence Upload
Reports
πŸ”” Reminder Log
πŸ“Š Export Reports
πŸ—‘οΈ Deleted Actions
Admin
βš™οΈ Admin Settings
24
Total Actions
5
Overdue
8
Pending Closure
11
Closed
Recent Actions
CAPA-2026-047 Gate 2 PPE
Overdue
CAPA-2026-046 Forklift Safety
Open
CAPA-2026-045 Chemical Storage
Pending
CAPA-2026-044 Doc Control Gap
Closed
By Department
Operations
8
Safety
5
Maintenance
4
Quality
3
What is CAPA Managerβ„’

Every action. From source to closed.

Summit Sync CAPA Managerβ„’ is a full corrective and preventive action tracking platform for organisations that need to manage findings, nonconformances, and improvement actions across multiple departments and business units.

From the moment an action is raised β€” whether from an audit finding, incident, inspection, customer complaint, or management review β€” to the moment evidence is uploaded and closure is verified, every step is tracked, timestamped, and audit-ready.

Built around the PDCA cycle (Plan, Do, Check, Act), CAPA Managerβ„’ ensures corrective actions are not just raised β€” they are completed, evidenced, and verified effective before being closed.

πŸ“‹
Centralised action register
Every CAPA in one place β€” searchable, filterable by status, priority, department, source, or business unit. No spreadsheets, no lost actions.
πŸ“Ž
Evidence upload & tracking
Attach photos, documents, and reports directly to each action as closure evidence. Actions can't close without verified evidence.
⬆️
Report upload & extraction
Upload audit or inspection reports and extract action items directly β€” no manual re-keying of findings from PDF reports.
πŸ””
Automated reminders
Action owners receive automatic reminders before due dates. Overdue actions are flagged prominently β€” the system chases for you.
πŸ“Š
Live analytics & charts
Six live charts showing actions by department, status, owner, source type, business unit, and high-risk items β€” updated in real time.
Built on PDCA

The improvement cycle built in.

Every CAPA in the system follows the Plan-Do-Check-Act cycle. Not just a philosophy β€” a structured workflow that ensures corrective actions actually drive improvement.

P
Plan
Raise the action. Identify the root cause, assign an owner, set a due date, define the corrective action required, and classify the risk level and priority.
D
Do
The assignee implements the corrective action. Progress is tracked in the register. Evidence files β€” photos, reports, documents β€” are uploaded as work is completed.
C
Check
The action moves to Pending Closure. A verifier reviews the evidence, confirms effectiveness, and either approves closure or returns the action for further work.
A
Act
Once verified, the action is closed with a full audit trail β€” what was found, what was done, who verified it, and when. Lessons are available for future reference.
Platform Features

Seven modules. One closed loop.

Every module feeds every other β€” a raised action routes to the register, the register flags overdue items, the reminder log logs every notification sent.

πŸ“‹
Register
βž•
New Action
πŸ“Ž
Evidence
⬆️
Report Upload
πŸ“Š
Reports
Action Register
Every action. One register.
A complete, searchable, paginated register of every CAPA β€” filterable by business unit, status, department, priority, and free-text search.
πŸ”’
Auto-numbered CAPA IDs
Every action gets a unique ID (CAPA-2026-000047) β€” searchable, referenceable, and permanently traceable.
🏒
Multi-business unit support
Filter and view actions by business unit. Each BU sees its own data β€” admins see everything across all units.
⚠️
Overdue highlighting
Overdue actions are highlighted in red across the register. An alert banner at the top of the dashboard flags them immediately on login.
πŸ“€
Export to CSV
Export the full register or any filtered view to CSV β€” ready for management reviews, external auditors, or board reporting.
Action Register
24 Actions
CAPA-2026-047 Gate 2 PPE Non-compliance
Overdue
Critical
CAPA-2026-046 Forklift Safety Protocol
Open
High
CAPA-2026-045 Chemical Storage Review
Pending
High
CAPA-2026-044 Document Control Gap
Closed
Medium
CAPA-2026-043 Training Record Update
Deferred
Low
New Action Form
Raise it right. First time.
A structured form that captures every field needed to drive accountability β€” source, root cause, owner, due date, risk level, and corrective action description.
πŸ“Œ
Source type classification
Classify where the action came from β€” audit, incident, inspection, customer complaint, management review, near miss, or observation.
πŸ”
Root cause analysis fields
Capture the root cause alongside the immediate finding β€” so corrective actions address the cause, not just the symptom.
⚑
Priority & risk classification
Critical, High, Medium, or Low priority β€” plus a separate risk rating. Critical actions trigger immediate overdue alerts if not closed on time.
πŸ‘€
Owner assignment & due date
Assign to a specific owner with a due date. The owner receives automatic reminders β€” and is notified the moment the action is raised.
New Action β€” Key Fields
Auto ID
Action ID
CAPA-2026-048
Source Type
Internal Audit
Priority
High
Risk Level
Medium
Due Date
2026-07-15
Status on creation
Open
Evidence Upload
No evidence. No closure.
Every corrective action requires documented evidence before it can be closed. Upload photos, reports, or documents β€” all stored against the action permanently.
πŸ“Ž
Drag-and-drop file upload
Drag files directly onto the upload zone or browse β€” PDF, images, Word, Excel accepted. Files stored against the action permanently.
πŸ”—
Linked to specific actions
Evidence is always linked to a specific CAPA ID β€” auditors can pull all evidence for any action instantly, in any sequence.
πŸ‘€
Uploader attribution
Every uploaded file is attributed to the user who uploaded it β€” with timestamp, filename, and file size recorded in the audit trail.
πŸ”’
Closure verification
Actions cannot be closed without evidence. The system enforces this β€” the Close button is inactive until at least one evidence file is attached.
Evidence β€” CAPA-2026-047
3 Files
PPE_inspection_photo_gate2.jpg
2.1 MB
2026-06-25
corrective_action_memo.pdf
340 KB
2026-06-26
retraining_record_signed.pdf
512 KB
2026-06-27
βœ“ Evidence verified β€” action eligible for closure
Report Upload
Upload a report. Extract the actions.
Upload an audit or inspection report and extract action items directly into the CAPA register β€” no manual re-entry of findings from PDFs or Word documents.
πŸ“„
Audit & inspection report upload
Upload the source document β€” internal audit report, external audit findings, inspection report β€” directly into the system.
⚑
Extracted action items
System extracts individual findings and presents them as separate actions β€” each ready to be assigned, prioritised, and tracked.
πŸ”—
Linked to source report
Every action extracted from a report retains its link to the source document β€” so you always know which audit or inspection generated it.
βœ…
Bulk action creation
Create all extracted actions in one step β€” each gets its own CAPA ID, owner, and due date, ready to manage immediately.
Report Upload β€” Extracted Actions
4 Found
Finding 1: PPE non-compliance at Gate 2
High
Finding 2: Forklift pre-use check not recorded
Medium
Finding 3: Chemical storage area signage missing
Medium
Finding 4: Training records not up to date
Low
Source: Internal HSE Audit β€” 2026-06-20
Reports & Analytics
Six live charts. Real decisions.
Dashboard analytics built from live CAPA data β€” no manual compilation, no spreadsheet pivots, no end-of-month reporting sessions.
πŸ“Š
Open actions by department
Bar chart showing where open actions are concentrated β€” instantly identify which departments are carrying the most outstanding risk.
🍩
Actions by status
Visual breakdown of Open, Overdue, Pending Closure, Closed, and Deferred β€” the compliance health of your CAPA register at a glance.
πŸ‘€
Open actions by owner
See who owns the most outstanding actions β€” so workload can be redistributed and accountability enforced.
πŸ“€
Export to CSV
Full register export at any time β€” management review input, board reporting, or external audit evidence, in seconds.
Dashboard Charts
Live
Open Actions by Department
Bar chart
Actions by Status
Donut chart
Open Actions by Owner
Bar chart
Actions by Source Type
Bar chart
Actions by Business Unit
Bar chart
High Risk Open Actions
⚠ Alert
Action Sources

Actions from anywhere. Tracked everywhere.

CAPA Managerβ„’ accepts actions from every source your management system generates. Every finding, regardless of origin, lands in one register.

πŸ”
Internal Audit
πŸ›οΈ
External Audit
⚠️
Incident Report
πŸ“‹
Inspection Finding
πŸ“£
Customer Complaint
🏒
Management Review
πŸ”Ί
Near Miss
πŸ‘οΈ
Observation
βš™οΈ
Maintenance Finding
πŸ—οΈ
HSE Walkthrough
πŸ“Š
KPI Review
πŸ“
General Finding
More Features

Built for real compliance teams

Every feature is designed around how QHSE compliance actually works β€” not how software vendors think it does.

πŸ””
Automated reminder log
Every reminder sent β€” to every action owner, for every action β€” is logged with status (sent, failed, pending). Full reminder audit trail always available.
🏒
Multi-business unit
Switch between business units from the sidebar. Each BU has its own register view β€” admins see all units simultaneously for cross-organisation reporting.
πŸ—‘οΈ
Deleted actions archive
Deleted actions are never permanently lost β€” they move to the Deleted Actions screen, visible to admins for recovery or audit evidence.
⏸️
Deferral workflow
Actions can be formally deferred with a reason and new due date β€” so legitimate delays are documented, not hidden, and don't distort overdue counts.
πŸ”
Role-based access
Admin users see everything and can manage all settings. Viewer users see the register but cannot create, edit, or close actions.
πŸ•
Status stepper
Every action detail view shows a visual status stepper β€” Open β†’ In Progress β†’ Pending Closure β†’ Closed β€” so progress is visible at a glance.
Pricing

Simple pricing. Coming soon.

Pricing will be confirmed at launch. Register your interest now to receive early access pricing.

Starter
Small organisations Β· Up to 25 users
TBC at launch
✦ Early access pricing available
Up to 25 users
Action Register
New Action form
Evidence upload
Automated reminders
Dashboard analytics
CSV export
Register interest β†’
Enterprise
Large organisations Β· Unlimited users
Custom pricing
✦ Contact us to discuss requirements
Unlimited users
All Professional features
Dedicated onboarding
SLA agreement
API access
Invoice billing available
Multi-site support
Contact us β†’

Pricing confirmed at launch. Early registrants receive introductory pricing and priority onboarding.

Correct. Prevent.
Improve.

Register your interest in Summit Sync CAPA Managerβ„’ today.

Early registrants receive introductory pricing and priority onboarding support.

πŸ”” Register for early access β†’