Lumiform
Features Solutions Resources Templates Enterprise Pricing
Select a language
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
en
Contact salesLog in
Sign up
Back
Englishen
Deutschde
Françaisfr
Españoles
Português (BR)pt-BR
Features Solutions Resources Templates Enterprise Pricing
Free demo
Log in
en
Book a personal demoView video demoContact sales
Explore
Resource hubCentral repository for all Lumiform resourcesCustomer storiesReal-world successes and experiences with Lumiform.
Learn
Template collectionsComprehensive collections of best practice templates.Topic guidesComprehensive safety, quality, and excellence insights.LexiconDefinitions key to quality, safety, and compliance.
Support
Developer's guideTechnical documentation for developers.Help centerAssistance with onboarding and platform mastery.
Featured reads
Explore our collection of 38 free preventive maintenance checklists

Template collection

Explore our collection of 38 free preventive maintenance checklists

Start reading
Your guide to performing and documenting efficient child care observation

Topic guide

Your guide to performing and documenting efficient child care observation

Start reading
Lumiform as customer journey mapping tool in gastronomy

Success story

Lumiform as customer journey mapping tool in gastronomy

Start reading
Book a personal demoView video demoContact sales
By industry
Food and hospitalityManufacturingConstructionRetailTransport and logisticsFacility managementView all industries
By business needs
Health and safetyQualityOperational excellenceRisk management and complianceView all business needs
By use case
Safety management softwareEnergy audit appForklift inspection appBuilding management softwareVehicle inspection appQMS appKaizen method appProperty inspection appRestaurant inspection appElevator management appProject management softwareFire inspection app
View all app uses
Book a personal demoView video demoContact sales
Overview
Template libraryDiscover over 12,000 free, ready-made and expert proofed templates.
Use cases
CleaningMaintenanceRisk assessmentSupply chainIncident management
Business needs
Health and safety managementQuality managementOperational excellenceRisk management and compliance
Industries
Food and hospitalityManufacturingRetailTransport and logisticsConstructionFacility management
Book a personal demoView video demoContact sales
Overview
Product overviewAll features
Capabilities
Digitize
Form builderMobile AppActions
Automate
Workflow automationApprovalsIntegrations
Transparency and accountability
ReportsAnalytics
Orchestrate
Administration
Book a personal demoView video demoContact sales
Templates
Corrective action preventive action template

Corrective action preventive action template

This template combines corrective and preventive actions into one streamlined workflow, helping you address current issues while preventing future ones.
A corrective action preventive action (CAPA) template helps you address existing issues while implementing preventive measures to avoid future occurrences. It provides a framework for documenting problems, root causes, and follow-up actions. Use this template to ensure continuous improvement in your processes.

Use this template
or download pdf
Corrective action preventive action template

This template combines corrective and preventive actions into one streamlined workflow, helping you address current issues while preventing future ones.
A corrective action preventive action (CAPA) template helps you address existing issues while implementing preventive measures to avoid future occurrences. It provides a framework for documenting problems, root causes, and follow-up actions. Use this template to ensure continuous improvement in your processes.

Use this template
or download pdf

The corrective action preventive action (CAPA) template is carefully designed to provide a streamlined framework for addressing and preventing issues within an organization. Its structure ensures that both corrective and preventive measures are implemented effectively, promoting continuous improvement and risk mitigation.

The template is divided into key sections, starting with problem identification, where users can document the issue in detail, including its scope, impact, and any immediate actions taken. Following this, there is a section for root cause analysis, which guides users through proven techniques such as the 5 Whys or Fishbone Diagram. This ensures that the root causes of problems are identified and addressed.

The template also includes dedicated areas for corrective actions, where users can outline steps to resolve the issue, and preventive actions, which focus on measures to avoid similar problems in the future. Finally, the verification and follow-up section ensures that all actions are tracked and evaluated for effectiveness, making the CAPA template a comprehensive tool for quality management.

Who should use the corrective action preventive action template

The CAPA template is a versatile tool that can be used by professionals across various industries. Here’s who can benefit most from this template:

  • Quality assurance teams: These teams can use the template to address product defects, ensure compliance with industry standards, and implement preventive measures to maintain high-quality standards.
  • Healthcare professionals: The template is invaluable for addressing patient safety issues, analyzing root causes of incidents, and preventing similar occurrences in the future.
  • Manufacturing managers: Manufacturing teams can use the CAPA template to resolve process inefficiencies, equipment failures, and quality control problems, ensuring smoother operations.
  • Customer service departments: This template helps document and resolve customer complaints while implementing preventive measures to improve customer satisfaction.
  • Regulatory compliance officers: CAPA templates are crucial for addressing non-conformities identified during audits and ensuring ongoing compliance with industry regulations.

How to customize the corrective action preventive action template

Customizing the CAPA template to fit your organization’s needs is simple and ensures that it aligns with your specific processes and goals.

Start by tailoring the problem identification section to include fields specific to your industry. For example, a healthcare organization might include fields for patient details, while a manufacturing team might focus on production line information. Additionally, you can adjust the root cause analysis section to incorporate tools commonly used in your organization, such as Failure Mode and Effects Analysis (FMEA).

In the corrective action and preventive action sections, add custom fields to track unique metrics or assign tasks to specific team members. For example, you can include a drop-down menu for task priority or a timeline for tracking deadlines. Finally, use Lumiform’s platform to digitize the template, allowing you to add automated reminders, real-time updates, and analytics for enhanced tracking and reporting.

Take proactive control with the CAPA template

Don’t just address problems—take proactive steps to prevent them from happening again. The corrective action preventive action template is your all-in-one solution for managing quality and compliance challenges. Download the CAPA template today and start building a culture of continuous improvement. Empower your team to tackle challenges head-on and prevent future disruptions with confidence.

Related categories

  • Quality management templates
  • General templates
  • Quality assurance templates
Preview of the template
Entity
Problem Identification
Briefly describe the problem or nonconformity
Identify the root cause(s)
Corrective Action
List the corrective actions to be taken
Assign ownership and due dates
Implement corrective actions
Preventive Action
Identify potential causes of recurrence
List the preventive actions to be taken
Assign ownership and due dates
Implement preventive actions
Verification
Verify the effectiveness of corrective and preventive actions
Schedule a follow-up audit
Document the findings and close the CAPA

More templates like this

Corrective Action Report Template
Corrective Action Report Template
This template streamlines the process of documenting and resolving issues by providing a structured framework for corrective actions.
Quality assurance templates
Field Safety Corrective Action Template
Field Safety Corrective Action Template
This template provides a structured approach to documenting and addressing safety issues in the field.
Safety templates
Manufacturing Corrective Action Form
Manufacturing Corrective Action Form
Designed specifically for manufacturing processes, this template helps you address production issues effectively.
Quality assurance templates
ISO 9001 Corrective Action Plan Template
ISO 9001 Corrective Action Plan Template
Align your corrective actions with ISO 9001 standards using this template.
ISO templates
Root Cause Corrective Action Template
Root Cause Corrective Action Template
Identify and resolve the root causes of issues efficiently with this template.
Quality assurance templates
Supplier corrective action request form
Supplier corrective action request form
This form allows you to document issues, outline corrective measures, and track supplier responses for better quality and accountability.
Quality assurance templates

Related resources

Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

Topic guides

Read in-depth guides covering key topics related to this article.

Corrective actions: A step-by-step guide (with an example plan)Preventive maintenance: Your comprehensive guide to equipment maintenance5 whys method: A practical guide for root cause analysisAudit program: Key steps and best practices
See all topic guides

Template collections

See comprehensive collections of best practice templates related to this topic.

Best 7 free corrective action templates for efficient issue resolution5 free corrective action forms for quality control and safety10 free equipment preventive maintenance checklists13 free GMP audit checklists to improve compliance
See all template collections

Use cases

Check out how the Lumiform software can be utilized for related use cases.

Corrective and preventive action softwareCorrective action softwareAPQP software5 whys software
See all use cases

Other resources

Explore all the additional resources we offer to assist you in mastering this topic.

5 reasons for corrective actions6 types of equipment maintenanceWhat is quality management?4 strategies for developing a quality management plan

Frequently asked questions

How does the CAPA template support both corrective and preventive actions?

The CAPA template is designed to address current issues through corrective actions while proactively preventing future problems through preventive measures. For example, if a product defect is identified, the corrective action would resolve the defect, while the preventive action might involve revising quality control processes to avoid similar defects.

Can this template help with regulatory compliance?

Absolutely. The CAPA template provides a structured way to document and resolve non-conformities identified during audits. By addressing root causes and implementing preventive actions, it ensures that your organization meets regulatory requirements and avoids penalties.

What industries can benefit most from the CAPA template?

Industries such as manufacturing, healthcare, pharmaceuticals, and IT benefit greatly from the CAPA template. These sectors often face complex challenges where addressing root causes and implementing preventive measures are critical to maintaining quality and compliance.

How can I track the effectiveness of preventive actions?

Use the verification section of the CAPA template to monitor the implementation of preventive actions. Pair it with Lumiform’s analytics tools to track trends, measure impact, and refine your strategies for continuous improvement.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
Lumiform logo
Platform
HomeSign upProductAll featuresPricingEnterpriseTrust and securityCustomer success offeringsDownload the app
Solutions
IndustriesFood and hospitalityManufacturingConstructionRetailTransport and logisticsFacility management
Business needsHealth and safetyQualityOperational excellenceRisk management and compliance
Uses cases
Learn
Template collectionsTopic guidesLexiconHelp centerJournalInfographicsVideos
Resources
Lumiform templatesby industryby use caseby business needAll categories
Customer storiesDeveloper APIResource hubIntegrations
Company
AboutJobsLegalBook a demoContact sales
© 2025 LumiformTerms and conditionsPrivacyData processingSitemap
App StoreGoogle play