8D Report – Corrective Action Plan
Corrective Action Form using 8 disciplines to systematically focus your team's problem solving skills
8d Problem Solving System
The 8D form provides a systematic way for a team to resolve an issue that has uncertain root causes
in a way that ensures that root causes have been identified and verified —
and that both interim and permanent corrective actions are validated for effectiveness
and instituted in a way that prevents a similar situation from ever recurring or escaping again.
When is 8D the right problem solving process?
The 8 D methodology is appropriate in situations where the root cause is uncertain.
If concerns center primarily on decision making or problem prevention,
then you are better off using a simple Supplier Corrective Action Request
Compare problem solving methods.
3 Problem Solving Worksheets
the 8D template
The primary Corrective Action Plan template serves as a summary for:
- Header information
- Release and approval status
- Each of the 8 steps
of problem solving
- Establish the team
- Define the problem
- Implement & verify Interim Containment Action(s)
- Determine root cause(s)
- Identify & verify proposed
Permanent Corrective Action(s)
- Implement & validate
Permanent Corrective Action(s)
- Prevent recurrence
- Congratulate the team
All problem solving strategies are useless if the presenting problem is not clearly defined, and the ultimate root causes are not systematically revealed.
Those are the purposes of the second worksheet —
to apply very thorough and systematic problem solving methods — without cluttering up the the clean looking primary 8d report.
What, where, when, and how big IS the problem?
And (equally importantly) IS NOT the problem?
What's different? What might be causes of those differences? What might be the root causes? How can those theories be verified — to ensure that these truly are the root causes?
Worksheet 3) Action List
Problem solving techniques often restrict the user to one fixed approach for every situation — forcing the user to fill in fields that may not make sense for the current type of creative problem solving situation.
While some of this is unavoidable, the Systems2win 8d report is intentionally designed to provide more flexibility than any problem solving system you have probably seen.
One key to this flexibility is the separation of the summary 8d form from the Action List — avoiding the common mistake of commingling the 2 concepts in insipid ways that seem to make sense at first, and then tangle the user's thoughts when approaching a different type of problem — for example, trying to resolve an internal corrective action while using a form designed for supplier corrective action.
Like every Systems2win template — you can use everything you already know about Excel to personalize your template to be exactly the way YOU need it for THIS problem.
How to use your 8D template
Find and open your template
Find and open your 8D template (8D.xlsx)
in the same way that you find and open
your other 150+ Systems2win templates.
Save your working document, following the usual
document storage and naming conventions
established by your leaders.
If English is not your native language
Switch to your language, just like every Systems2win Excel template.
Open a Blank Sheet
When you're ready to start doing your own real work...
click the button to 'Open a Blank Sheet'
Excel Ribbon bar > Systems2win tab > Open a Blank Sheet
(not on the Sample sheet)
Rename your new sheet
Follow the Steps on the Action Sheet
Follow the steps on the Action sheet.
Distribute to unlimited users
Using the button to ‘Generate a Working Document'
In February 2014, we released the new version of the 8D template
Click that button to generate a fully functional working document
including Macintosh, tablets, etc
even by users that do not own a license for Systems2win
See full details of License Agreement
Another way to publish ANY of your 150+ Systems2win templates
Most of our customers find it best to 'Generate a Working Document' (in Excel format).
Bookmark = roles
Team Roles for creative problem solving
When you make your list of team members on the 8D worksheet, those names automatically appear in the dropdown lists in the Action worksheet.
The 2 roles that are common to every team are:
- Team Leader — Responsible for leading the team (and usually authoring the 8d report)
- Champion — Manager or Executive that has ultimate responsibility for resolving this issue
The Relationship between 8D and FMEA
Bookmark = Reading
Suggested Readings & Resources
Is it your job to put out fires?
This Corrective Action Plan template comes with
and you can empower every team member