ReeveHQ

How it works

Two processes, end to end

Not a feature list - the actual screens, in the order a quality manager meets them. A controlled document from draft to its next revision, and an audit finding followed all the way to a closed CAPA.

Every screen below is the shipped interface, shown with sample data.

Document control

A procedure, from first draft to its next revision

Controlled documents carry their own approval, distribution and review schedule. Nothing here is a status field someone remembers to update.

  1. Step 1

    Draft

    The record exists from the first save: owner, document type, the approvers who will sign it, and who it gets distributed to - all named before it goes anywhere.

    A procedure in draft, showing its owner, approvers, distribution list and the next step to send it for approval.

  2. Step 2

    Out for approval

    Approvers sign in turn. The card shows who has signed, who is still pending and whose turn it is now - and an approver can reject with a reason instead.

    A document version out for approval, with approvers who have signed, one pending approver whose turn it is, and approve or reject controls.

  3. Step 3

    Published

    The effective version is the one people are shown. Its next review date is already set from the document type, so a review coming due is not something anyone has to remember.

    A published procedure showing its effective version, approvers, distribution and a review schedule with the next review date.

  4. Step 4

    Change order

    A revision travels as a controlled change: the reason it was opened, the proposed file, the version increase it will apply, and its own approval before anything publishes.

    A document change order in review, showing the reason it was opened, the documents in it, the proposed revision file and the version increase.

  5. Step 5

    Retraining

    Publishing a version of a document that requires training offers the retraining session there and then, carrying the people from its distribution list. Declining is recorded with a reason.

    A prompt offering to open a retraining session on a newly published version, listing the people carried from the distribution list.

Audit → non-conformance → CAPA

A finding that has to end somewhere

One chain, followed from the audit that raised it to the signature that closes it. Each record links back to the one that spawned it, so the trail reads in both directions.

  1. Step 1

    The audit

    The audit is worked clause by clause against the standard it cites. Each row records what was assessed and what was found - conforming, or a non-conformity that needs to go somewhere.

    An internal audit in progress, with its lead auditor, scope, criteria and a checklist where each clause records a finding.

  2. Step 2

    The non-conformance

    A finding raised as a non-conformance keeps the link back to the audit finding and the clause it failed. Containment and investigation are captured on the record, not in an email.

    A non-conformance spawned from an audit finding, showing the link back to that finding and its clause, plus containment and investigation.

  3. Step 3

    The CAPA

    Raised from the non-conformance, with corrective and preventive actions tracked as separate items - each owned, dated and evidenced as it completes.

    A CAPA raised from a non-conformance, in implementation, with corrective and preventive action items at different stages.

  4. Step 4

    The effectiveness check

    A CAPA does not close because the work got done. It moves to evaluation, and the check can fail and send it back. Closing takes an e-signature.

    A CAPA in evaluation, where closing requires an e-signature and the effectiveness check can be recorded as failed.

  5. Step 5

    Closed

    The closure carries who signed it, when, and what the effectiveness check actually found - the paragraph an auditor asks for, already written down.

    A closed CAPA showing who signed the closure, when, and the effectiveness verification recorded against it.
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