# Corrective and Preventive Action (CAPA) Report Source: https://nerix.ai/templates/corrective-and-preventive-action-report Record a problem, find its root cause, fix it, stop it happening again and check that the fix worked. ## Fill it in and preview You are signed in. Fill it in your workspace and it is kept as a document you can send, share and have signed. [Open in your workspace](https://app.nerix.ai/documents/templates/corrective-and-preventive-action-report) ### Corrective and preventive action report **Reference:** CAPA-2030-014 **Organisation:** Northfield Bakery Ltd **Raised by:** Maria Costa, Quality Manager **Date raised:** 22 March 2030 **Source:** Internal audit finding F1 **Type:** Type of action **Status:** Open ## 1. Problem Allergen labels on 3 of 30 batches did not match the recipe. ## 2. Immediate action Affected batches held. Labels checked on all stock. Customer informed. ## 3. Root cause The label was printed from an old recipe file. Nobody checked the label against the current recipe. **How it was found:** 5 whys with the packing team, review of 30 batch records. ## 4. Corrective actions | Action | Owner | Due date | | Update the print system to read the current recipe only | Hamza Idrissi | 5 April | | Remove old recipe files | Anna Berg | 29 March | ## 5. Preventive actions | Action | Owner | Due date | | Check every label against the recipe before printing | Hamza Idrissi | 5 April | | Check other products for the same risk | Maria Costa | 19 April | ## 6. Check that it worked Check labels on 100 percent of batches for 4 weeks, then 10 percent of batches for 3 months. No mismatch means it worked. **Check date:** 30 June 2030 ## 7. Closure **Closed by and date:** Not yet closed Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Operations and quality ## What this template is for A corrective and preventive action (CAPA) report: the problem, root cause, fix, prevention, owners, dates and a check that the fix worked. Word or PDF. 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](https://nerix.ai/templates/operations-quality) Operations and quality ## What you fill in The form asks for 16 details. The document fills itself in as you type. - ### 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 Operations and quality ## What is inside The parts of this document, in order. - 1 1. Problem - 2 2. Immediate action - 3 3. Root cause - 4 4. Corrective actions - 5 5. Preventive actions - 6 6. Check that it worked - 7 7. Closure Templates ## How it works - 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. - 02 ### Check Read it through. Gaps you have not filled stay marked, so nothing goes out half done. - 03 ### Download Save it as a Word document to edit further, or as a PDF to send or print. ### Make it yours with AI Open it in the chat and ask for changes: shorter, firmer, another situation, another language. [Adapt it with nerix](https://nerix.ai/try?template=corrective-and-preventive-action-report) ### Was this template helpful? Operations and quality ## Questions people ask ### 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. Templates ## More in Operations and quality - [Allergen and food safety record One page for the kitchen: allergens by dish, daily temperature and cleaning checks, and what was done about problems. Operations and quality](https://nerix.ai/templates/allergen-and-food-safety-record) - [Asset handover and return form Record equipment given to a person and returned later, with condition and signatures. Operations and quality](https://nerix.ai/templates/asset-handover-and-return-form) - [Asset register List what the business owns: each asset, who has it, where it is, what it is worth and its condition. Operations and quality](https://nerix.ai/templates/asset-register) - [Business continuity plan Plan how to keep critical work going through a fire, outage, supplier failure or loss of people. Operations and quality Premium, €4.99](https://nerix.ai/templates/business-continuity-plan) - [Capacity plan Work out whether you can meet future demand: current use, expected growth, gaps, options and what to decide. Operations and quality](https://nerix.ai/templates/capacity-plan) - [Class register Record attendance for one class or session, with late and absent names and the reason. Operations and quality](https://nerix.ai/templates/class-register) [See all Operations and quality templates](https://nerix.ai/templates/operations-quality) Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. ## Use it in nerix ### Use it in nerix - [Templates](https://nerix.ai/product/templates) - [Quality records](https://nerix.ai/product/quality-records) - [Checks](https://nerix.ai/product/audits) ### Learn more - [How to Make a Document From a Template](https://nerix.ai/help/make-a-document-from-a-template) - [Operations and quality](https://nerix.ai/templates/operations-quality) ## Keep reading - Quality and audits hkz [Quality and audits](https://nerix.ai/blog/category/quality-and-audits) November 1, 2026 7 min read ### [HKZ certification guide for care organisations](https://nerix.ai/blog/hkz-certification-guide) HKZ certification for Dutch care and welfare providers. What the HKZ norms are, how they relate to ISO 9001, the audit cycle and a readiness checklist. Read the guide - Quality and audits iso [Quality and audits](https://nerix.ai/blog/category/quality-and-audits) November 1, 2026 7 min read ### [ISO 9001 checklist for small businesses](https://nerix.ai/blog/iso-9001-checklist-for-small-businesses) An ISO 9001 checklist for small businesses, clause by clause, with the records the standard requires, what auditors sample and common delays. Read the guide