Mobile audits & inspections
Get AppGet App

8D Report Checklist

Use a digital 8D Report checklist to develop time-saving and effective, long-term business solutions.

Go paperless, conduct inspections easily and solve issues quicker with your teammates.

Rated 4.8/5 stars on Capterra
App StorePlay Store

8D Report Template

An 8D report template is used to document an understandable root-cause inspection based on the 8 Disciplines of Problem-Solving.

Download template

5 Whys Template

Use this 5 whys template to determine the root cause of a problem so that your business teams can prevent encountering them again.

Download template

CAPA Report Template

This template is created to help with CAPA reports.

Download template

Kaizen Report Template

Use this Kaizen report template to easily define the project, category and section/process and to perform other processes.

Download template

FMEA Template

This template intends to recognise and document potential problems in FMEA.

Download template

DMAIC Template

A DMAIC template helps Six Sigma practitioners apply the DMAIC methodology as a root cause analysis for process improvements.

Download template

What is an 8D Checklist?

An 8D Report template is a method used by quality managers to solve and prevent problems identified in a product or process. The method is especially used in industries, such as healthcare, manufacturing and retail.

This article briefly discusses the following topics:

1. Definition of an 8D Template Checklist

2. Advantages of Implementing an 8D analysis using Lumiform

Definition of an 8D Template Checklist

The 8D Method is an approach using 8 steps in total in order to thoroughly structure a solution for a specific issue with a product or process.

Step 1: Establish a Team

A small team should be established and coordinated to deal with specific aspects of solutions concerning the problem

Step 2: Define the Problem

The problem should be based on facts and clearly defined. It should be established how the problem affects various aspects of the company. By clarifying the problem in detail, the experts working on the issue can keep an overview of the steps which need to be taken and prioritize certain solutions.

Step 3: Contain the Problem

The action which must be taken to solve a specific problem should not affect the daily business of the company. Therefore approaches to solutions should not cause new problems in other areas. A documentation of the process is helpful to keep track of the progress and effectiveness of the steps which are being taken

Step 4: Establish the root cause

The root cause of the specific problem should be identified as precisely as possible. A root cause analysis (such as 5-Why) is a helpful tool in order to identify the basis of malfunctions in the company

Step 5: Define Corrective Measures

Once the root cause is established, the corrective steps that need to be taken in order to minimize or solve the issue should be defined and assigned to the personal.

Step 6: Keep track of the Progress

It is necessary to keep track of the progress of all actions being taken. If the root cause cannot be effectively minimzied through the assigned corrective steps over time, it will be necessary to revise the actions and repeat the measures until the problem is sufficienty solved.

Step 7: Ensure a Prevention of the Problem

Even if the root cause is sufficiently solved, it is possible for it to occur again. Therefore it is crucial to define preventative principles of quality management which will minimize the possibility of the issue occuring again.

Step 8: Recognize the Team Efforts

It is of great importance to recognize and reward your team or specific members in charge of the solutions, to show your appreciation and motivate your personal for future projects.

Advantages of Implementing an 8D analysis using Lumiform

With Lumiform's mobile app, you can easily conduct any quality and safety check, report issues and assign corrective actions quickly to team members. Easy communication with all team members and third parties allows you to improve internal processes and solve issues up to four times faster.


  • The flexible checklist builder from Lumiform helps you to convert any individual paper list into a digital checklist without much effort.

  • In addition, we offer more than 9,000 ready-made templates to help companies get started digitally in no time.

  • Using the super intuitive mobile App, you and your teammates conduct check in the field with ease and in no time.

  • All results, images and comments are automatically bundled in a digital report.

  • Comprehensive analyses help you to identify inefficient areas in your company more quickly and thus to continuously improve your auditing and inspection processes.

Your contact for all questions concerning 8D Report Checklist

You have questions or would like to schedule a personal demo? We are happy to help you!