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Corrective action request form

Corrective action request form

Handle operational problems systematically with this form. Document issues, assign responsibilities, and monitor progress to prevent recurring problems.

Use this template
or download pdf
Corrective action request form

Handle operational problems systematically with this form. Document issues, assign responsibilities, and monitor progress to prevent recurring problems.

Use this template
or download pdf

About the Corrective action request form

Documenting and resolving issues quickly can make all the difference in keeping your business on track. This corrective action request form helps you organize these issues, track their root causes, and ensure your team takes the necessary steps to address them. Whether it’s a quality mishap or a safety concern, this template gives you a clear structure for handling problems efficiently and consistently across departments.

How to use the corrective action request form

Here’s how you can add the form seamlessly into your daily workflow:

  1. Identify the issue and fill out key details. Identify the problem clearly, including when and where it occurred. Be specific—this helps later when tracing back the root cause. Add details about the affected department or area and who detected the issue to maintain accurate records.
  2. Describe the issue and assess its impact. In the issue description section, outline what went wrong. Next, assess how the issue affects your operations. Does it impact safety, compliance, or financial performance? Use the form to categorize the severity.
  3. Conduct a root cause analysis. Once the issue is understood, dive into the “why.” Documenting the root cause is crucial for preventing similar problems in the future. Use the form to guide your analysis and encourage team input if needed.
  4. Assign corrective actions and responsibilities. At this step, you’ll address the issue. Clearly outline the corrective actions to be taken, assign roles, and set deadlines. The form is editable within the app, so your team can update it in real-time, ensuring transparency and accountability.
  5. Track completion and verify effectiveness. After actions are completed, verify their effectiveness. Did the corrective action solve the issue? The form helps you track progress and maintain a consistent follow-up so nothing slips through the cracks.

Best practices for using the corrective action request form

To fully leverage your corrective action request form, accuracy and team collaboration are essential.

First, be specific when documenting the issue. Outline clearly what happened, where, and who was involved. Precise documentation not only speeds up the root cause analysis but also helps avoid confusion down the line.

Set realistic deadlines for corrective actions. While it’s important to act quickly, rushing can lead to incomplete solutions. Give your team enough time to resolve the issue properly while maintaining accountability with clear due dates.

Finally, involve team members in reviewing the issue and action plan. Collaborative reviews provide multiple perspectives, which often reveal overlooked details or alternative solutions. By engaging your team, you create a more thorough and effective corrective action plan.

Download Lumiform’s corrective action request form today

Get organized and keep your team on track with our corrective action request form. Use it to document issues, assign tasks, and track progress in one form. This template simplifies problem-solving and documents key details, making it easier for your team to stay accountable.

Related categories

  • Quality management templates
  • Risk management and compliance templates
  • General templates
  • Manufacturing templates
  • Quality assurance templates
  • Templates for business processes
Preview of the template
Page 1
Issue Details
Date of Issue Occurrence
Location of Issue
Department/Area Affected
Detected By
Issue Description
Impact Assessment
Impact on Operations
Health & Safety Implications
Financial Impact
Regulatory/Compliance Concerns
Corrective Action Plan
Root Cause Analysis
Corrective Actions
Responsible Person(s)
Target Completion Date
Verification & Closure
Effectiveness of Corrective Actions
Closure Date
Closed By

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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.

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Frequently asked questions

When should I use a corrective action request?

Use a corrective action request when an issue needs to be documented and resolved to prevent it from happening again. This includes operational problems, safety incidents, compliance failures, or any other situation that impacts workflow or risks non-compliance. It’s particularly useful when identifying root causes and implementing actions to fix persistent problems.

How do I conduct a proper root cause analysis?

Start by gathering all relevant information about the issue, including when and where it occurred and who was involved. Use methods like the “5 Whys” or fishbone diagrams to trace the problem back to its source. The key is to identify underlying causes, not just symptoms, so you can tackle the real issue effectively.

How can I prioritize corrective actions based on issue severity?

Prioritize corrective actions by assessing the risk posed by each issue. Look at factors like impact on safety, compliance, and financial operations. For example, problems that threaten safety or regulatory compliance should be addressed immediately, while lower-risk issues can be scheduled for later.

What’s the difference between a corrective action and a preventive action?

A corrective action addresses an issue after it occurs to prevent it from happening again. In contrast, a preventive action is taken before an issue happens to avoid potential problems altogether. Corrective actions focus on fixing, while preventive actions are about predicting and preventing future risks.


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.
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