ISO 9001 Corrective Action Log & Trend Report Template - Customizable Excel Workbook (Clause 10.2 Compliant)

Track, analyze, and report on Corrective Action Requests (CARs) with this powerful, customizable Excel template for ISO 9001:2015 Clause 10.2 (Nonconformity and Corrective Action) and 9.3 (Management Review). Ideal for quality managers, auditors, or continuous improvement teams in manufacturing, services, or any QMS-focused organization, it centralizes CAR logging, overdue monitoring, verification tracking, and trend analysis – all in one workbook to ensure compliant, data-driven decision-making.

Key Features:

• Four Functional Tabs:
  • Log Tab: Comprehensive tracking with auto-numbering for CAR #, Date Submitted, Type (Corrective/Preventive/OFI), Source, Process, Submitter, Description, Assigned To, Due Dates, Overdue Status, Action Completion, Follow-Up (Immediate/Long-Term Results with PASS/FAIL), New CAR # if failed, Closed Status, and Days Late. Supports up to 999 entries with pre-filled samples.
  • Report Tab: Automated trend reporting including Executive Summary (Total CARs, Avg per Month, Open/Closed), breakdowns by Process/Type (Corrective, Preventive, OFI) for All Time and Last [X] Months (default 36, adjustable), and totals – perfect for management reviews or audits.
  • Data Tab: Behind-the-scenes calculations, date filtering, and error checking (protected to prevent breakage) – handles formulas for totals, filtering (>= date), and process/source breakdowns.
  • Customization Tab: Easy setup – enter abbreviated form name (e.g., "CAR"), list up to 50 custom processes (e.g., Process01, Process02) that auto-populate checkboxes in the Log; erase extras as needed.
• Smart Automation: Today's date auto-updates, overdue flags ("YES/NO"), days late calculations, and dynamic filtering for recent trends – no macros required, works in any Excel version.
• ISO 9001-Aligned: Provides audit-ready records for nonconformities, preventive actions, opportunities for improvement (OFI), root cause resolutions, effectiveness verification, and performance trends – supports evidence for internal audits and certification.
• Scalable & User-Friendly: Expandable rows, drop-downs for date filters, and clean layout; includes notes like "EDITING THIS SHEET MAY BREAK THE WORKBOOK!" for safe use.

This template saves time on manual tracking and reporting while promoting proactive improvement. Instant download, fully editable, lifetime access, and free updates for revisions.

Integrate seamlessly with your CAR Form, RCA Tools, or other ISO 9001 templates for a complete corrective action system!