Corrective and preventive action report

It is free to fill in online, needs no account, and downloads as a Word document or a PDF. See all Operations and quality templates

• CAPA reference

  For example: CAPA-2030-014

• Organisation or site

  For example: Northfield Bakery Ltd

• Raised by

  For example: Maria Costa, Quality Manager

• Date raised

  For example: 22 March 2030

• Where it came from

  For example: Internal audit finding F1

• Type of action

• Description of the problem

  Facts only: what, where, when, how many.

  For example: Allergen labels on 3 of 30 batches did not match the recipe.

• Immediate action taken

  What you did at once to limit harm.

  For example: Affected batches held. Labels checked on all stock. Customer informed.

• Root cause

  Ask why until you reach the real cause. Not who, but what in the process.

  For example: The label was printed from an old recipe file. Nobody checked the label against the current recipe.

• How the cause was found (optional)optional

  For example: 5 whys with the packing team, review of 30 batch records.

• Corrective actions

  One row for each action.

  For example: Update the print system to read the current recipe only | Hamza Idrissi | 5 April Remove old recipe files | Anna Berg | 29 March

• Preventive actions

  One row for each action.

  For example: Check every label against the recipe before printing | Hamza Idrissi | 5 April Check other products for the same risk | Maria Costa | 19 April

• How effectiveness will be checked

  Say what you will check, when and who decides.

  For example: Check labels on 100 percent of batches for 4 weeks, then 10 percent of batches for 3 months. No mismatch means it worked.

• Effectiveness check date

  For example: 30 June 2030

• Status

  For example: Open

• Closed by and date (optional)optional

  For example: Not yet closed

1. 11. Problem
2. 22. Immediate action
3. 33. Root cause
4. 44. Corrective actions
5. 55. Preventive actions
6. 66. Check that it worked
7. 77. Closure

1. 01

   Fill in

   Type your details in the form. The document fills itself in as you type; click any gap to jump to its field.

2. 02

   Check

   Read it through. Gaps you have not filled stay marked, so nothing goes out half done.

3. 03

   Download

   Save it as a Word document to edit further, or as a PDF to send or print.

What details does this template ask for?

The form asks for 16 details, starting with CAPA reference, Organisation or site, Raised by, Date raised, Where it came from. 2 more are optional.

Can I download this template as Word or PDF?

Yes. When you have filled in the form, save it as a Word document to keep editing, or as a PDF to send or print. It is free and needs no account.

Is what I type sent anywhere?

No. What you type stays in your browser while you fill in the document. It only goes to nerix if you choose to open the template in the chat.

Are these operations templates free?

Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price.

Do they meet a standard such as ISO 9001?

They are a practical starting point and certify nothing. Standards and safety laws differ by industry and country, so check what applies to you.

Who should approve a procedure?

The person who owns the process and a manager who can authorise it. The procedure template has fields for both, and for the review date.

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