ISO 9001 Corrective & Preventive Action Request (CAR) Form Template - Customizable Excel Workbook (Clause 10.2 Compliant)

Manage non-conformances, improvements, and preventive actions efficiently with this advanced Corrective Action Request (CAR) Form template in Excel. Tailored for ISO 9001:2015 Clause 10.2 (Nonconformity and Corrective Action), it provides a structured, customizable workflow for documenting issues, assigning tasks, analyzing root causes, implementing actions, and verifying effectiveness – essential for quality managers, auditors, or teams in manufacturing, services, or any QMS-driven organization.

Key Features:

• Two Tabs for Ease: "Setup" tab to customize up to 10 processes (e.g., Process 1-10), full/abbreviated CAR name (e.g., "Corrective Action Request" / "CAR"), and CAR Administrator (e.g., "John Smith") – auto-populates the form.
• Comprehensive CAR Form Tab: Protected sheet (unprotect via Review tab for edits) with dynamic sections:
  • Type Checkboxes: Corrective Action, Preventive Action, Suggestion for Improvement.
  • Source Checkboxes: Internal Audit, External Audit, Customer Complaint, Supplier Issue, Employee Suggestion, Other.
  • Process Selection: Checkboxes pulling from Setup tab for quick assignment.
  • Priority: High, Medium, Low.
  • Issue Description field.
  • Assignment: Assigned To, Date Assigned, Respond By.
  • Containment/Immediate Corrections (for corrective actions).
  • Root Cause Analysis field.
  • Action Plan to eliminate causes and prevent recurrence.
  • Completion: Date Completed, Name.
  • Verification: Effectiveness Verified By, Date, Result (Effective/Not Effective), Notes/Justification.
• ISO 9001-Aligned Workflow: Guides users from submission to closure with stop points (e.g., "Submit to [Admin]", "Return to [Admin]") – supports audit-ready records for nonconformities, complaints, or suggestions.
• Customizable & Secure: Excel-based with checkboxes, auto-numbering (# counter), and protection to prevent accidental changes – expandable for more details; no macros required.
• Practical for Teams: Handles corrective (fix existing issues), preventive (avoid potential issues), and improvement suggestions in one form.

Instant download – set up in minutes, integrate with your QMS (e.g., link to 5 Whys or Fishbone tools), and ensure compliant action tracking. Lifetime access with free updates for revisions.

Pairs perfectly with your RCA Bundle, Training Records, or other ISO 9001 templates for a robust improvement system!