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Explore our collection of 38 free preventive maintenance checklists

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Your guide to performing and documenting efficient child care observation

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Lumiform as customer journey mapping tool in gastronomy

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Corrective and preventive action (CAPA) software with full traceability

Corrective and preventive action (CAPA) software with full traceability

Assign corrective actions with clear ownership, monitor progress end to end, and retrieve a complete audit trail instantly when needed.

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Trusted by companies worldwide to manage CAPA actions and improve operations

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Why manual CAPA tracking becomes unreliable

Actions pile up without accountability

Without a thorough CAPA tracking system, you can’t get a reliable view of what’s happening. Managers have to chase updates manually, deadlines slip, and actions get delayed.

Missing records create stress before audits

Because records are disorganized, every audit triggers the same rush to collect approvals, investigations, and proof of action. Missing documents increase your compliance risk.

The same problems keep coming back

Corrective actions get closed, but the actual root cause doesn't get fixed. The deviation shows up again, leading to wasted effort and repeat investigations.

How Lumiform works for corrective and preventive action (CAPA)

Build structured CAPA workflows without IT support, capture findings on mobile, route corrective actions to the right owner, and track every step to closure with a complete audit trail.

1. Build your CAPA workflow template

Managers configure CAPA forms using the no-code builder, so your team can define deviation categories, root cause fields, required evidence, and approval stages without IT involvement. Upload an existing Word layout to match your historical record format.
  • No-code form builder
  • Upload existing Word template
  • Conditional logic per response
  • Reusable across sites
1. Build your CAPA workflow template

2. Log findings and deviations on-site

A production supervisor or field technician opens the form on their phone. They record the deviation, attach photos, and complete root cause fields on the spot. The app works without Wi-Fi, so a poor signal does not block the report.
  • Works fully offline
  • Photo evidence attached
  • Root cause fields on mobile
  • iOS and Android supported
2. Log findings and deviations on-site

3. Route corrective actions to the right owner

When a deviation is flagged, Lumiform automatically assigns the corrective action to the responsible person with a deadline. Every handoff is timestamped and logged. If ownership transfers, that change is recorded in the audit trail.
  • Auto-assigned to owner
  • Deadline tracking included
  • Handoff changes logged
  • Email alerts for assignees
3. Route corrective actions to the right owner

4. Track closure rates and spot repeat issues

Managers open the dashboard to see open actions, overdue items, and closure rates across all sites in one view. Filter by deviation type, department, or time period to identify recurring problems, and export audit-ready reports.
  • Live dashboard across sites
  • Recurring issue detection
  • Auto-generated PDF reports
  • Audit-ready export
4. Track closure rates and spot repeat issues
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Measurable improvements across issue resolution, recurring problems, and compliance

Case studies show Lumiform accelerates issue resolution, reduces errors, and ensures proactive prevention of recurring problems.

45%

faster resolution of reported issues

38%

fewer recurring problems

60%

improved compliance

The most common CAPA checks teams run with Lumiform

  • Supplier corrective action request form
  • CAPA report template
  • ISO 9001 corrective action plan template
  • CAPA SOP template
  • RCA root cause analysis template
  • Human error root cause analysis template

Industries that run structured CAPA processes on Lumiform

These industries operate under strict quality and safety requirements where unresolved deviations carry real regulatory, financial, and operational consequences.

Food & beverage

Food & beverage

Your quality managers log deviations against HACCP critical limits, assign corrective actions to production leads, and maintain a timestamped audit trail ready for BRC or SQF inspections.

Pharmaceutical & life sciences

Pharmaceutical & life sciences

Compliance teams manage GMP deviations end to end, from initial finding through root cause analysis and effectiveness review, with full traceability required for FDA or EMA submissions.

Manufacturing

Manufacturing

Your production supervisors capture non-conformances on the shop floor, route corrective actions to the responsible department, and track closure without relying on email chains or paper handoffs.

Chemical & process industries

Chemical & process industries

Your safety leads document process deviations and near-misses on-site using the offline mobile app, then escalate preventive actions to engineering teams with full ownership and deadline tracking.

Logistics & warehousing

Logistics & warehousing

Your operations managers assign corrective actions after failed goods-in inspections or loading checks, track resolution across depot locations, and report closure rates to central quality teams.

Facilities management

Facilities management

Facility supervisors log maintenance findings and safety non-conformances during site inspections, assign remediation tasks to contractors or internal staff, and verify completion with photo evidence.

See what CAPA tracking costs you
Get a clear picture of pricing so your team is ready to test from day one.
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How real teams closed CAPA gaps with Lumiform

Operations teams cut recurring deviations and passed audits without rebuilding records from scratch.

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Quality

dekarbo° sets new standards in heat pump installation with Lumiform

Learn how dekarbo°, an innovative craft company in the renewable energy sector, has used Lumiform to digitize traditional processes and improve efficiency and quality assurance in the installation and maintenance of heat pumps.
Read case study dekarbo° sets new standards in heat pump installation with Lumiform
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Quality

PSL embraces digital quality assurance and saves costs

PSL GmbH revolutionizes its quality assurance with Lumiform through paperless processes, saves on complaint costs, and uses real-time data to continuously enhance the efficiency and responsiveness of its business.
Read case study PSL embraces digital quality assurance and saves costs
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Quality

Dorfinger KG opts for digital tools in daily operations

Discover how Dorfinger KG uses Lumiform to boost employee engagement and improve documentation quality.
Read case study Dorfinger KG opts for digital tools in daily operations
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Tim Blasberg, Managing Director, dekarbo°

The efficiency and quality assurance that we have achieved with Lumiform are impressive.

95% of companies that implement Lumiform increase their frontline teams' productivity, health, and safety

High performer Europe 2024High performer emea 2024High Performer small businessHigh performer spring 2024Fastest implementationEasiest to use

Ready-to-use CAPA templates for day one

8D problem-solving report

Covers all eight disciplines from problem description through root cause verification and preventive action sign-off. Structured for manufacturing and supplier quality teams.

Use this template

GMP deviation report template

Captures deviation details, impact assessment, immediate containment, and corrective action assignment in one form. Built for pharmaceutical and life sciences teams.

Use this template

HACCP corrective action log

Records critical limit breaches, corrective steps taken, and responsible sign-off against each CCP. Keeps food safety teams audit-ready without rebuilding records after the fact.

Use this template

Near-miss and incident CAPA form

Documents near-miss events, assigns preventive actions to safety leads, and tracks closure with photo evidence. Used by safety managers to prevent recurrence.

Use this template
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Common questions

What are the advantages of using Lumiform compared with developing a custom tool?

Building a custom tool means your team writes and maintains the logic, fixes bugs, and handles updates. That internal effort has a real cost in time and technical resource. Lumiform is a finished product with CAPA workflows, audit trails, corrective action routing, and reporting built in. You configure it to your process rather than building from scratch. You get a fast working solution instead of a development project that takes over a year.

Does Lumiform work on-site without wifi, or does it always need a connection?

The Lumiform mobile app works offline. Field teams can complete inspections and log findings on-site without a Wi-Fi connection. Data syncs automatically once the device reconnects. For a chemical plant environment where connectivity on the floor may be unreliable, this means inspections and CAPA-related checks are not blocked by a poor signal. This is a direct advantage over browser-dependent tools that require a live connection to function at all.

Do we need to provide our own mobile devices to use the app?

The Lumiform app runs on iOS and Android devices. If your team already has smartphones or tablets, they can download the app directly. For staff without mobile devices, Lumiform also works via desktop browser, so they can participate in workflows, receive notifications, and complete assigned actions without a mobile device. You do not need to procure new hardware before starting. The mix of mobile and browser access covers teams where device availability varies across roles or locations.

Are notifications also available outside of the mobile app?

Notifications go out by email as well as inside the Lumiform platform. A team member without a mobile device or app access can receive an email alert when an action is assigned to them or a form requires their input. They can also access Lumiform through a browser. Staff who only work from a desktop or rely on email are not excluded from the workflow and do not become a gap in your CAPA traceability chain.

Can we edit report fields and layouts, or are they fixed?

Report layouts are configurable. You build the form template using a no-code builder, and the report output reflects the structure you define. It’s also possible to upload a Word template following your branding. You can tailor which fields appear, how sections are organized, and what the final PDF looks like. If management needs to preserve a specific layout format that matches 10 years of historical records, you can replicate that structure in the template builder. The layout is not fixed by default; it follows the template you configure

When actions are reassigned, is this fully tracked for audit purposes?

Yes. Every reassignment is logged in the audit trail with a timestamp and the names of the people involved. If a CAPA action moves from one responsible person to another, that transfer is recorded. You can see who owned the task, when they passed it on, and what actions were taken at each stage.

Can we connect Lumiform to our existing ERP system?

Yes. Lumiform integrates with common ERP and QMS platforms through API connections and webhooks. You can sync CAPA data, push inspection findings into your existing system, or pull master data like asset lists and employee records. If your organization runs SAP, Oracle, or another enterprise system and needs CAPA workflows to feed into that environment, the integration prevents duplicate data entry and keeps your single source of truth intact.

CAPA guides and how-tos

Browse CAPA templates, root cause analysis guides, and non-conformance checklists built for quality and safety teams.

Corrective actions: A step-by-step guide (with an example plan)
Topic guide

Corrective actions: A step-by-step guide (with an example plan)

By Ima Ocon
October 15th, 2024
•
9 minutes
5 whys method: A practical guide for root cause analysis
Topic guide

5 whys method: A practical guide for root cause analysis

By Ima Ocon
November 15th, 2024
•
11 minutes
Emergency action plan (EAP): An essential guide for response-readiness
Topic guide

Emergency action plan (EAP): An essential guide for response-readiness

By Oti Francis
November 28th, 2024
•
9 minutes
5 free corrective action forms for quality control and safety
Template collection

5 free corrective action forms for quality control and safety

By Ima Ocon
October 18th, 2024
•
5 minutes
10 free equipment preventive maintenance checklists
Template collection

10 free equipment preventive maintenance checklists

By Ima Ocon
November 29th, 2024
•
7 minutes
12 free root cause analysis templates for effectiveness
Template collection

12 free root cause analysis templates for effectiveness

By Inioluwa Ademuwagun
November 11th, 2024
•
8 minutes

Everything you need to boost productivity, safety, and quality.

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