NCR to CAPA / 8D checklist
Use this to draft a CAPA or 8D from an NCR you already wrote: confirm the record, choose whether it stays an NCR, and keep a person at every decision. The matching directory entry names n8n and Claude. Treat the steps below as a practical pattern. They have not been timed in a shop, and they do not replace your quality procedure.
Before a draft is allowed
- NCR number, date, source, and owner are filled.
- The requirement is cited, with its revision.
- The actual condition is what was measured, seen, or returned, with no guessed cause.
- Affected quantity and suspect quantity are separate.
- Part, revision, lot, work order, and location are on the record.
- Containment already taken is written, including who was told.
- Evidence references point at a photo, inspection row, certificate, email, or hold tag.
- If the requirement or the actual condition is missing, do not draft.
Choose the record
- Minor, isolated, and corrected immediately inside an approved method: close on the NCR.
- Repeat, unclear cause, or a detection failure or escape: root-cause analysis and a corrective action.
- A formal response was requested: CAR.
- Supplier-caused, and the supplier must answer: SCAR.
- Customer complaint or return, high risk, or a cross-team problem: full 8D.
- Link any later record to the NCR number, and write the choice down.
Draft and stop at each gate
- Every model block is labelled draft.
- D1 through D3 restate the NCR only. The quality lead confirms them.
- D4 asks 5 Whys and 6M questions and does not state a root cause. The team verifies occurrence and escape against evidence.
- D5 and D6 list rework, scrap, repair, return, use-as-is, and concession, and leave the choice blank until a named authority approves.
- D7 asks where else the cause could exist. A person decides the scope.
- D8 is an unchecked closure list. Implementation is not closure.
Keep the three actions apart
- Correction changes the product you already have.
- Corrective action changes the cause so the same miss does not recur.
- Preventive action, or read-across, looks for that cause on similar parts, tools, or steps.
- Scrap, rework, or a training note is not a completed corrective action by itself.
Close on an effectiveness check
- Schedule the check when the action is approved.
- Name who looks, at what, and what result sends the cause back.
- Set the interval in your own procedure. A 30-, 60-, or 90-day look is only a vendor-described practice.
- Do not close because a draft exists or because the parts were scrapped.
- A calibration certificate can be evidence. Filing it is not closure.
This checklist does not decide disposition, name a root cause, or close a record. It does not set your effectiveness interval. Count overdue NCRs and repeats on your own log.
Directory entry: Turn an NCR into a CAPA / 8D draft.