Home › Tools and templates › Corrective and preventive action

Corrective and preventive action

SCQUALITYGUILD.COM/TOOLS/CORRECTIVE-ACTION-CAPA.HTML

Describe, contain, find the cause, act, check where else it could happen, and verify it worked, with a running check on which stages are complete.

ON THE EXAM · CSSYB IV.C, IV.D · FREE · NOTHING YOU TYPE LEAVES YOUR BROWSER

Q-BotClick for an explanation of this tool.

For educational use. This page is a study aid. The method behind it has far more depth and detail than one page and one tool can cover, and what you see here is not everything the method offers or everything this site offers. For full understanding and application, use the governing standards and texts, and seek further education, training or qualified advice. Results depend on the data you enter, so check them before relying on them.

Correction, corrective action, preventive action

Three terms that are easy to blur:

Two causes, not one

Every defect that reaches a customer has two causes: why it was made, and why it was not caught. Fix only the first and the detection gap is still there for the next problem. The form asks for both, and the status check flags corrective actions that address only one.

Training is rarely the answer

Retraining and reminders are the most common corrective actions and among the weakest, because they depend on people remembering under pressure. If every action on the form is training, the tool says so. Look for an action that changes the process, the tooling or the check so the error cannot happen or cannot escape.

Effectiveness is not completion

An action can be finished on time and change nothing. Effectiveness is checked against the original problem, after enough time or volume that a recurrence would have shown up. Write the criteria before the actions are taken, so the result cannot be talked into a pass afterwards. The form will not count a CAPA as effective without a result and a date, and flags one closed before its effectiveness check.

CAPA form or 8D report?

This form follows the corrective action process in general terms. Many customers, especially in automotive and supplier quality, ask for the same work in the eight-discipline format, with a named team, containment verification, an escape point and recognition. For that, use the 8D report.

On the Yellow Belt exam

Corrective action (IV.C) and preventive action (IV.D) are separate topics in the 2022 CSSYB Body of Knowledge. Expect to be asked to tell the two apart, and to distinguish them from correction or containment.

Other tools and templates

Your work is kept in this browser only, until you clear it. Use Save to a file to keep a copy or move it to another computer.