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Root Cause Analysis Form Template

Streamline Your Problem-Solving Process with This Effective Template

Identifying the root cause of business issues can be frustrating and time-consuming. This template is designed to help teams like yours efficiently diagnose problems and implement solutions. By using this root cause analysis form, you gain clarity on underlying issues, establish a structured approach to resolution, and enhance team collaboration, all while ensuring compliance with industry standards. Start optimizing your problem-solving journey with this practical tool.

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Your full name
Work email
Department or team
Date reported
Event title or short summary
Date of event
Location of event
Event type
Safety
Quality defect
Service failure
Process delay
System outage
Compliance issue
Customer complaint
Other
Please Specify:
Impacted areas (select all that apply)
Customer
Revenue
Cost
Safety
Compliance
Reputation
Operations
Other
Please Specify:
Overall severity
No impact
Low
Moderate
High
Critical
Has this issue happened before?
Yes
No
How was the issue detected?
Observed by staff
Customer reported
Automated alert
Audit or inspection
Unknown
Other
Please Specify:
Immediate containment or temporary fixes applied
Was service restored or risk mitigated?
Yes
No
Related case, ticket, or reference IDs
Evidence available (select all that apply)
Photos
Logs
Screenshots
Emails or correspondence
Error codes
Specifications or drawings
Measurements
None
Other
Please Specify:
5 Whys summary (state each why and the answer)
Contributing categories (select all that apply)
Root cause statement (concise, evidence-based)
Primary root cause type
Immediate corrective actions (to address current issue)
Preventive actions (to prevent recurrence)
Action owner
Target completion date
Verification methods (select all that apply)
Audit
Test
Monitoring metric
Customer feedback
Peer review
Training completion
Other
Please Specify:
How likely is recurrence after actions?
0 Not at all likely
1
2
3
4
5 Extremely likely
Effectiveness outcome
Not effective
Partially effective
Effective
Not yet assessed
Authorized name (sign-off)
Sign-off date
I confirm the information provided is accurate to the best of my knowledge
Yes
No
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Paper art illustration depicting a root cause analysis form template for FormCreatorAI article

When to use this form

Use this form after any incident, defect, outage, or process miss. Quality leads log production escapes, IT teams document service disruptions, and support managers track repeat complaints. It helps you capture facts, isolate causes, and agree on fixes your team can own. For tech incidents, pair your report with the Google down report form to log symptoms and impact, then use the Google outage technical analysis request form to dig into systems and timelines. When you are ready to prevent recurrence, link findings to the Corrective action form so owners, due dates, and verifications are clear. The result: fewer repeats, faster recovery, and a transparent audit trail.

Must Ask Root Cause Analysis Questions

  1. What happened, where, and when?

    This pins down the event, the location, and the timeline so you can scope the problem. Clear context speeds correlation with logs, tickets, or production records.

  2. What is the impact and who was affected?

    Quantifying customers, orders, costs, or downtime helps set priority and resources. It also shapes stakeholder updates and SLAs.

  3. What changed right before the issue began?

    Recent code, configuration, material, supplier, or staffing changes are common triggers. Listing them focuses your tests and rules out noise.

  4. What evidence supports each suspected cause?

    Requiring data, screenshots, logs, samples, or measurements keeps the team objective. Evidence-based claims lead to faster, defensible conclusions.

  5. What containment and preventive actions will you take, by whom, and by when?

    This drives ownership, deadlines, and success criteria. Clear assignments and verification steps reduce repeat failures.

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