Root Cause Analysis

Use this Root Cause Analysis form when an incident needs a clear, documented review. It gives your team one place to capture what happened, organize the investigation, and track corrective actions, so nothing gets lost after the initial report. Every submission becomes a structured record that supports review, accountability, and next steps, so you don’t have to piece details together from scattered messages.

Make it your own by adding the fields your process depends on, such as a severity rating, an owner for each corrective action, or a section for internal review notes. If your team uses different terms, update the wording to match how you already investigate and close out incidents. To share the results, create a custom document that turns each submission into a complete, ready-to-share RCA report.

Frequently Asked Questions

What is root cause analysis?

Root cause analysis is a structured way to investigate an incident and identify the underlying reason it happened. This template helps you document the facts, the investigation, and the corrective actions in one place.

What is the goal of root cause analysis?

The goal is to move beyond the immediate symptom and understand what actually caused the incident. That makes it easier to assign corrective actions and prevent the same issue from repeating.

How do I customize this Root Cause Analysis form?

You can tailor the template to your process by adding fields for severity, responsible owner, due dates, or review status. You can also rename sections so the form reflects how your team investigates and tracks follow-up.