Form

CAPA Investigation & Containment Form

Interactive, structured form to capture containment actions, investigation steps, root-cause analysis, corrective and preventive actions, verification plans, closure evidence, and lessons learned — designed for consistent CAPA capture, traceability, and follow-up.

Interactive Tool

CAPA Investigation & Containment Form

Use this form to record containment, investigation, root-cause analysis (RCA), corrective and preventive actions (CAPA), verification steps, and closure evidence. Provide clear owners, target dates, and verification criteria for every action. When adding actions, use the Actions template: Action | Owner | Due Date | Verification Criteria | Status.

Unique identifier (or leave blank to auto-generate).
YYYY-MM-DD
Name and role of person reporting the issue.
List lot numbers, serials, or batch identifiers separated by commas.
Describe the defect, what happened, and immediate observations.
What was done immediately to contain impact (e.g., quarantine, stop line, hold shipments). Include timestamps.
Name and role responsible for containment actions.
YYYY-MM-DD HH:MM (local time)
Select the best description of impact.
Number of units, pieces, or batches suspected to be affected.
Yes if affected product shipments were stopped.
Reference lab/sample identifiers if available.
Names and roles involved in the investigation.
YYYY-MM-DD
Concise summary of evidence, analysis steps, and findings.
List root causes and be specific about process, people, materials, equipment, environment, or system causes.
Use the Actions template: Action | Owner | Due Date | Verification Criteria | Status. Add one action per line.
Use the Actions template: Action | Owner | Due Date | Verification Criteria | Status.
How will you verify each action is completed and effective? Include metrics, sampling plan, or test methods.
YYYY-MM-DD
List documents, inspection reports, photos, test results, or records that demonstrate closure.
What should change in process, training, or controls to reduce recurrence and how will knowledge be shared?
YYYY-MM-DD
YYYY-MM-DD (populate when CAPA is closed)
Attach or reference evidence files in your system. If attachments are supported, include file IDs or links here.
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