Introduction to the CA/PA Module (Web)

The web CA/PA module lets users record and manage any events that might affect your organisation. This involves apply stages and stage actions to the CA/PA record, each of which should have an owner and a target date. Once all the stages and stage actions have been completed, the CA/PA can be closed.

The web-based CA/PA module does not contain all the functionality found in the Windows client. For a full list of what you can / can't do on the web, please see the table at the end of this topic.

In the CA/PA section of the Web Help, you will find the following topics:

• Viewing CA/PAs - including the CA/PA details view, the CA/PA fields and CA/PAs relating to other Q-Pulse modules.
• Raising and Editing CA/PAs - the different ways you can raise a CA/PA in the web module.
• Managing CA/PA Stages and Stage Actions - including editing, completing and reopening stages, and adding, editing and completing stage actions.
• Closing / Reopening / Deleting a CA/PA - once all the stages / stage actions have been completed, how to close / re-open the CA/PA itself.
• Managing CA/PA Properties - the different types of extra information you can add to the CA/PA.

- For more information on the CA/PA lifecycle, please consult the Windows Q-Pulse help file.

What tasks can / can't be performed in Q-Pulse Web - CA/PA module?

Can be performed	- Can't be performed
Raising CA/PAs using a wizard or a template	Add / removing CA/PA stages
Printing a CA/PA	Viewing / editing workflows
Adding, editing, deleting, completing and reopening CA/PA stage actions	Managing CA/PA wizards
Editing CA/PA stage types	Managing CA/PA templates
Completing / reopening CA/PA stages	CA/PA analysis
Closing / reopening CA/PA records
Assigning additional information (e.g. notes, batches or attachments)
Deleting CA/PAs