Choose 8D or Classic CAPA, set the status, then verify before closing — the effectiveness score tracks your close-out.
Vanguard Quality Partners
Root‑Cause Analysis Toolkit
Corrective & Preventive Action
Vanguard Quality Partners
Defects Out. Confidence In.
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CAPA Number
CAPA-YYWW-###
Title / Subject
Owner
Source
Supplier (if applicable)
Linked SCAR #
Priority
Trigger
Date Opened
Target Close
Priority Critical — safety / regulatory, line-down or customer escape High — major defect or repeat / systemic occurrence Medium — contained, single occurrence, moderate impact Low — minor / cosmetic, low impact
01

Method & status

Switch discipline anytime — both sets are kept
0%
Open
02

8D corrective action

Eight disciplines · D4 includes a 5‑Whys ladder
03

Effectiveness & closure

Verify before you close — drives the closure score
—
Closure Score
Open
Current Stage
In progress
—
Days to Target
04

Disposition & sign‑off

Record the close-out
CAPA Result
Approved By
Effectiveness Check Date
Closed Date
Vanguard Quality Partners · Measure. Improve. Excel.
Corrective & preventive action — 8D or classic CAPA with effectiveness verification.
© Vanguard Quality Partners. Template for client use. vanguardqualitypartners.com