Template

CAPA Flow: Detect, Contain, Investigate, Verify & Close — Interactive CAPA Template

Interactive CAPA template and workflow to record detection, containment, RCA, corrective actions, verification evidence, and governance gates so issues are contained quickly and prevented from recurring.

Interactive Tool

CAPA Flow: Detect, Contain, Investigate, Verify & Close

This interactive CAPA template guides a team through the practical steps needed to detect a quality escape, apply containment, perform a root-cause investigation, define and track corrective actions, and collect verifiable evidence before formally closing a CAPA. Use this form to capture consistent, auditable information and to store closure evidence links in organizational memory.

Fields marked required should be completed before advancing the CAPA to the next governance gate. If your organization requires more actions, save the form and add follow-up entries.

Enter an existing CAPA ID or leave blank to let the system/administrator assign one.
YYYY-MM-DD — when the issue was discovered.
Who identified the issue? Include role/shift if useful.
Where did the problem occur (machine, line, supplier, process step)?
Clear, concise description of the defect, nonconformance, or event.
Describe what was done immediately to contain the issue, who did it, and when. Example: quarantined batch, stopped line, reworked parts.
Was the immediate containment successful at preventing further escapes?
If containment was not fully effective, note remaining risks and next steps.
Describe key findings, evidence, test results, observations, and who participated in the investigation.
State the root cause(s) the team determined. If multiple, list and briefly explain each.
Describe the corrective action aimed at eliminating the root cause.
Person or role accountable for delivering this action.
YYYY-MM-DD
Notes, links to work orders, change requests, or evidence of implementation.
Optional additional action. Duplicate fields exist to capture up to five actions; save and reopen to add more if needed.
How will you verify the corrective actions are effective? Include metrics, sample sizes, frequency, and duration.
Links to test reports, SPC charts, photos, inspection records, or document revisions. Provide storage location or file IDs where possible.
YYYY-MM-DD — when verification was performed.
Who performed or approved verification?
Has the CAPA owner/quality manager approved closure?
Record final decisions, monitoring plans, or conditions that must remain in place after closure.
List change requests, work orders, SOP revisions, supplier corrective actions, or audit references.
If ongoing monitoring is required, describe what will be measured, by whom, and for how long.
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