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8D Report and template

8D Report - Toolshero

8D Report: this article explains the 8D Report in a practical way. Besides the explanation of what this concept is, we also the 8 disciplines and the importance of teamwork. Next to that we also provide a template to get strated. Enjoy reading!

What is an 8D Report? The meaning

The 8D Report or 8d corrective action report is a problem-solving approach for product and process improvement. Furthermore, 8D Methodology is used to implement structural long-term solutions to prevent recurring problems. The 8D Report was first used in the automotive industry.

During World War II the 8D Method was used in Team Oriented Problem Solving (TOPS) in the United States under Military Standard 1520. It was later used and popularized by car manufacturer Ford .

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In the 1990s Ford continued to develop the 8D process as a result of which the process is said to have found its origin in the automotive industry. Today, the 8D Method can be used to write formal reports and it can be applied as a working and thinking method for smaller problems.

The 8D Report is also used as a means of communication within companies, which makes the problem solving method transparent and can therefore be applied to the entire production chain. The 8D method is also known as: Global 8D , Ford 8D or TOPS 8D .

8D Report: eight disciplines

The 8D Methodology mainly focuses on solving problems and comprises 8 steps or disciplines. It helps quality control staff find the root cause of problems within a production process in a structured manner so that they can resolve the problem(s).

In addition, it helps implement product or process improvements, which can prevent problems. The 8D Report is about mobilizing a good team that has sufficient expertise and experience to solve or prevent problems. The 8D Report consists of 8 disciplines that describe corrective measures based on the statistical analysis of the problem. This results in the following eight process steps:

8D Report disciplines - Toolshero

Figure 1 – 8D report: the eight disciplines

D1 – Create a team

Mobilizing a good team is essential. The team must preferably be multidisciplinary. Due to a varied combination of knowledge, skills and experience, one can look at a problem from different perspectives.

Besides having an effective team leader, it is also advisable to record team structure, goals, different team roles, procedures and rules in advance so that the team can begin taking action quickly and effectively, and there is no room for misunderstandings.

D2 – Describe the problem

Define the problem as objectively as possible. The 5W2H analysis (who, what, when, where, why, how, how much) is a welcome addition to the problem analysis and can help to arrive at a clear description of the problem.

D3 – Interim containment action

It may be necessary to implement temporary fixes. For example, to help or meet a customer quickly or when a deadline has to be met. It is about preventing a problem from getting worse until a permanent solution is implemented.

D4 – Identify the root cause

Before a permanent solution is found, it is important to identify all possible root causes that could explain why the problem occurred. Various methods can be used for this purpose, such as the fishbone diagram (Ishikawa) which considers factors such as people, equipment, machines and methods or the 5 whys method.

All causes must be checked and/ or proven and it is good to check why the problem was not noticed at the time it occurred.

Take a look at our article on Root Cause Analysis , a method of problem solving that aims at identifying the root causes of problems or incidents.

D5 – Developing permanent corrective actions

As soon as the root cause of the problem has been identified, it is possible to search for the best possible solution. Again various problem solving methods can be used such as value analysis and creative problem solving.

From here, permanent corrective actions can be selected and it must be confirmed that the selected corrective actions will not cause undesirable side effects. It is therefore advisable to define contingency actions that will be useful in unforeseen circumstances.

D6 – Implementing permanent corrective actions

As soon as the permanent corrective actions are identified, they can be implemented. By planning ongoing controls, possible underlying root causes are detected far in advance.

The long term effects should be monitored and unforeseen circumstances should be taken into account.

D7 – Preventive measures

Prevention is the best cure. This is why additional measures need to be taken to prevent similar problems. Preventative measures ensure that the possibility of recurrence is minimised. It is advisable to review management systems, operating systems and procedures, so that they can be improved procedures if necessary.

D8 – Congratulate the team

By congratulating the team on the results realized, all member are rewarded for their joint efforts. This is the most important step within the 8D method; without the team the root cause of the problem would not have been found and fixed.

By putting the team on a pedestal and sharing the knowledge throughout the organization, team motivation will be high to solve a problem the next time it presents itself.

The 8D Report is also about teamwork

A strength of this method is its focus on teamwork. The team as a whole is believed to be better and smarter than the sum of the qualities of the individuals. Not every problem justifies or requires the 8D Report.

Furthermore, the 8D Report is a fact-based problem solving process, which requires a number of specialized skills, as well as a culture of continuous improvement. It could be that training of the team members is required before 8D can work effectively within an organization.

The team must recognize the importance of cooperation in order to arrive at the best possible solution for implementation.

8D Report template

Ready to start with the 8D problem-solving approach? Start describing the different disciplines of 8D with this 8D Report template.

Download the 8D Report template

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It’s Your Turn

What do you think? Can you apply the 8D Report in today’s modern business companies? Do you recognize the practical explanation or do you have more suggestions? What are your success factors for problem analysis and problem solving?

Share your experience and knowledge in the comments box below.

More information

  • Behrens, B. A., Wilde, I., & Hoffmann, M. (2007). Complaint management using the extended 8D-method along the automotive supply chain . Production Engineering, 1(1), 91-95.
  • Krajnc, M. (2012). With 8D method to excellent quality . RUO. Revija za Univerzalno Odlicnost, 1(3), 118.
  • Possley, M. (2016). 8D Team Based Problem Solving – 2nd Edition: An Instructive Example . CreateSpace Independent Publishing Platform

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Anneke Kuijk

Anneke Kuijk

Anneke Kuijk is a text writer who has the qualities to analyze information and to extract the core message. This converts them into understandable and readable texts. In addition to writing content, she is also active as a teacher (language) integration and in many ways active with language.

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3 responses to “8d report and template”.

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Nice information it is very useful

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What stands for D in 8D…?

how to create a 8d report

The D in 8D stands for 8 Disciplines / Eight Disciplines.

Kind regards, Tom

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What is 8D? A template for efficient problem-solving

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How you respond when problems arise is one of the most defining qualities of a manager. Luckily, there are tools you can use to master problem-solving. The 8D method of problem-solving combines teamwork and basic statistics to help you reach a logical solution and prevent new issues from arising.

You’ve spent months overseeing the development of your company's newest project. From initiation, planning, and execution, you’re confident this may be your best work yet.

Until the feedback starts rolling in.

There’s no sugar-coating it—things don’t always go as planned. But production or process issues are hardly a signal to throw in the towel. Instead, focus on honing your problem-solving skills to find a solution that keeps it from happening again. 

The 8D method of problem solving emphasizes the importance of teamwork to not only solve your process woes but prevent new ones from occurring. In this guide, we’ll break down what 8D is, how to use this methodology, and the benefits it can give to you and your team. Plus, get an 8D template to make solving your issue easier. 

What is 8D?

The eight disciplines (8D) method is a problem-solving approach that identifies, corrects, and eliminates recurring problems. By determining the root causes of a problem, managers can use this method to establish a permanent corrective action and prevent recurring issues. 

How do you use the 8D method?

The 8D method is a proven strategy for avoiding long-term damage from recurring problems. If you’re noticing issues in your workflow or processes, then it’s a good time to give this problem-solving method a try. 

To complete an 8D analysis, follow “the eight disciplines” to construct a statistical analysis of the problem and determine the best solution.

The eight disciplines of problem-solving

8D stands for the eight disciplines you will use to establish an 8D report. As you may notice, this outline starts with zero, which makes nine total disciplines. The “zero stage” was developed later as an initial planning stage. 

To illustrate these steps, imagine your organization experienced a decline in team innovation and productivity this past year. Your stakeholders have noticed and want to see changes implemented within the next six months. Below, we’ll use the 8D process to uncover a morale-boosting solution.

[inline illustration] D8 problem solving approach (infographic)

D0: Prepare and plan

Before starting the problem-solving process, evaluate the problem you want to solve. Understanding the background of the problem will help you identify the root cause in later steps. 

Collect information about how the problem has affected a process or product and what the most severe consequences may be. Planning can include:

Gathering data

Determining the prerequisites for solving the problem

Collecting feedback from others involved

[inline illustration] D0 Planning (example)

If we look back at our example, you may want to figure out whether this decline in morale is organization-wide or only applies to a few departments. Consider interviewing a few employees from different departments and levels of management to gain some perspective. Next, determine what knowledge and skills you will need to solve this lapse in productivity. 

D1: Form your team

Create a cross-functional team made up of people who have knowledge of the various products and workflows involved. These team members should have the skills needed to solve the problem and put corrective actions in place. 

Steps in this discipline may include:

Appointing a team leader

Developing and implementing team guidelines

Determining team goals and priorities

Assigning individual roles

Arranging team-building activities

[inline illustration] D1 Team members (example)

From our example, a solid team would consist of people with first-hand experience with the issues—like representatives from all departments and key people close to workshop-level work. You may also want to pull someone in from your HR department to help design and implement a solution. Most importantly, make sure the people you choose want to be involved and contribute to the solution.

D2: Identify the problem

You may have a good understanding of your problem by now, but this phase aims to break it down into clear and quantifiable terms by identifying the five W’s a and two H’s (5W2H):

Who first reported the problem?

What is the problem about?

When did it occur and how often?

Where did it occur (relating to the sector, supplier, machine, or production line involved)?

Why is solving the problem important?

How was the problem first detected?

How many parts/units/customers are affected?

[inline illustration] D2 Problem statement & description (example)

Use your team’s insights to answer these questions. From our example, your team may conclude that: 

Employees feel overwhelmed with their current workload. 

There is no real structure or opportunity to share new ideas.

Managers have had no training for meetings or innovation settings.

Disgruntled employees know they can achieve more—and want to achieve more—even if they seem disengaged.

Once you answer these questions, record an official problem statement to describe the issue. If possible, include photos, videos, and diagrams to ensure all parties have a clear understanding of the problem. It may also help to create a flowchart of the process that includes various steps related to the problem description.

D3: Develop an interim containment plan

Much like we can expect speedy first aid after an accident, your team should take immediate actions to ensure you contain the problem—especially if the problem is related to customer safety. 

An interim containment plan will provide a temporary solution to isolate the problem from customers and clients while your team works to develop a permanent corrective action. This band-aid will help keep your customers informed and safe—and your reputation intact.

[inline illustration] D3 Interim containment action (example)

Because your findings revealed workers were overworked and managers lacked training, your team suggests scheduling a few mandatory training sessions for leaders of each department covering time and stress management and combating burnout . You may also want to have a presentation outlining the topics of this training to get key managers and stakeholders interested and primed for positive upcoming changes. 

D4: Verify root causes and escape points

Refer back to your findings and consult with your team about how the problem may have occurred. The root cause analysis involves mapping each potential root cause against the problem statement and its related test data. Make sure to test all potential causes—fuzzy brainstorming and sloppy analyses may cause you to overlook vital information. 

[inline illustration] D4 Root cause & escape points (example)

In our example, focus on the “why” portion of the 5W2H. You and your team identify six root causes:

Managers have never had any training

There is a lack of trust and psychological safety

Employees don’t understand the objectives and goals

Communication is poor

Time management is poor

Employees lack confidence

In addition to identifying the root causes, try to pinpoint where you first detected the problem in the process, and why it went unnoticed. This is called the escape point, and there may be more than one. 

D5: Choose permanent corrective actions

Work with your team to determine the most likely solution to remove the root cause of the problem and address the issues with the escape points. Quantitatively confirm that the selected permanent corrective action(s) (PCA) will resolve the problem for the customer. 

Steps to choosing a PCA may include:

Determining if you require further expertise

Ensuring the 5W2Hs are defined correctly

Carrying out a decision analysis and risk assessment

Considering alternative measures

Collecting evidence to prove the PCA will be effective

[inline illustration] D5 Permanent corrective action (example)

Your team decides to roll out the training used in the interim plan to all employees, with monthly company-wide workshops on improving well-being. You also plan to implement meetings, innovation sessions, and team-coaching training for managers. Lastly, you suggest adopting software to improve communication and collaboration. 

D6: Implement your corrective actions

Once all parties have agreed on a solution, the next step is to create an action plan to remove the root causes and escape points. Once the solution is in effect, you can remove your interim containment actions.

After seeing success with the training in the interim phase, your stakeholders approve all of your team’s proposed PCAs. Your representative from HR also plans to implement periodic employee wellness checks to track employee morale .

[inline illustration] D6 PCA implementation plan (example)

To ensure your corrective action was a success, monitor the results, customer, or employee feedback over a long period of time and take note of any negative effects. Setting up “controls” like employee wellness checks will help you validate whether your solution is working or more needs to be done. 

D7: Take preventive measures

One of the main benefits of using the 8D method is the improved ability to identify necessary systematic changes to prevent future issues from occurring. Look for ways to improve your management systems, operating methods, and procedures to not only eliminate your current problem, but stop similar problems from developing later on.

[inline illustration] D7 Preventive measure (example)

Based on our example, the training your team suggested is now adopted in the new manager onboarding curriculum. Every manager now has a “meeting system” that all meetings must be guided by, and workloads and projects are managed as a team within your new collaboration software . Innovation is improving, and morale is at an all-time high!

D8: Celebrate with your team

The 8D method of problem-solving is impossible to accomplish without dedicated team members and first-class collaboration. Once notes, lessons, research, and test data are documented and saved, congratulate your teammates on a job well done! Make an effort to recognize each individual for their contribution to uncovering a successful solution.

[inline illustration] 8D Team congratulations & reward (example)

8D report template and example

Check out our 8D report template below to help you record your findings as you navigate through the eight disciplines of problem solving. This is a formal report that can be used as a means of communication within companies, which makes for transparent problem-solving that you can apply to the entire production or process chain.

Benefits of using the 8D method

The 8D method is one of the most popular problem-solving strategies for good reason. Its strength lies in teamwork and fact-based analyses to create a culture of continuous improvement —making it one of the most effective tools for quality managers. The benefits of using the 8D method include: 

Improved team-oriented problem-solving skills rather than relying on an individual to provide a solution

Increased familiarity with a problem-solving structure

A better understanding of how to use basic statistical tools for problem-solving

Open and honest communication in problem-solving discussions

Prevent future problems from occurring by identifying system weaknesses and solutions

Improved effectiveness and efficiency at problem-solving

Better collaboration = better problem solving

No matter how good a manager you are, production and process issues are inevitable. It’s how you solve them that separates the good from the great. The 8D method of problem solving allows you to not only solve the problem at hand but improve team collaboration, improve processes, and prevent future issues from arising. 

Try Asana’s project management tool to break communication barriers and keep your team on track.

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How To Fill Out an 8D Report and Fix a Problem in a Factory

April 1, 2020 by Renaud Anjoran

How To Fill Out an 8D Report and Fix a Problem in a Factory

Filling out an 8D report means following a highly-structured approach to understanding, addressing, and (in the future) avoiding a problem. It is particularly effective for issues that are important and relatively complex.

It is not the only such approach. For example, Toyota’s ‘business process’ approach is pretty solid. But it is the approach that is slowly becoming the default in many industries, from automotive (it was launched at Ford) to pharmaceutics.

Why is the 8D getting such wide adoption?  

  • Because it is very structured and pushes people to be very specific
  • Because it consists of filling out a report that is highly standardized (no thinking required about the way to organize and format the findings)

How to fill out an 8D report?

I go through the 8 steps in the video below:

Common issues with 8D reports

Here are common mistakes people make when filling out an 8D.

‘It is just paperwork to make the customer happy’ — I have come across many poorly done 8Ds, and most of them were the result of this process:

  • A quality problem is detected  
  • A decision-maker tells a supplier “open an 8D”; it often looks like a punishment and usually comes with a penalty/chargeback
  • The supplier can’t, or won’t, do the analysis properly
  • An overworked quality engineer helps the supplier to write something that ‘sort of’ makes sense
  • An overworked quality manager confirms it can be closed

In other words, the focus is on filling out a document and ticking a job as ‘done’, not on preventing that same problem from coming back in the future.

‘Done! We have fixed this problem forever’ — the problem is ‘closed’, not ‘fixed’ or ‘solved’. An investigation might have to be re-opened later, for several reasons (another root cause might be at work, the counter-measures might trigger unforeseen reactions…)

‘We addressed 3 root causes at the same time’ — if the problem is relatively simple, this might be OK. In other cases, it is usually better to fill 3 separate 8Ds forms (with the same D1, D2, D3, D4). It may look messier or less traceable from a documentation point of view, but it is the best way to run a solid analysis and follow up.

8D could be a core tool of your continuous improvement efforts

The 8D is not ‘a tool of the quality department’, even though it is often filled out by a quality engineer and reviewed by a quality manager. It can be used for many kinds of relatively complicated problems.

One downside is, the common templates of 8D reporting forms (including the one I showed in my video above) are clearly intended to cover issues that have already occurred. In other words, it is seen and used as a tool for corrective actions, not for preventive actions.

With that (very big) caveat in mind, filling out 8Ds can be a driver of continuous improvement in a factory.

First, it can lead to an update of the process FMEA , the  process control plan , and other  process improvement tools . It should all be handled by the same people, not by different teams.

If done the right way, it pushes people to observe and understand production and testing processes deeply. For example, as I wrote before , good process control in a plating workshop usually starts with a simple analysis such as this:

OUTPUT:  nice appearance, thickness within tolerance, strong adhesion; no excess consumption of chemicals & electrical power; compliance with local regulation INPUTS:  well-cleaned metal parts (in baths with the right amount of the right chemicals, for the right duration and in right sequence) + good bath solution PARAMETERS:  good position of parts (no nesting, take part geometry into account, etc.) and of anodes & cathodes + the right current to be stable for the right duration + treatment of waste before release

Pushing a supplier’s team, and your quality engineer, to draft a simple ‘formula’ of these process controls is an excellent way of opening their eyes on necessary improvement.

And, finally, a good 8D includes followups over time. I see many companies in China that implement countermeasures and then forget about them in the next 3 months…

What about your organization? How does it use the 8D report? Is it a tool for punishing suppliers, or for driving and sustaining improvement?

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how to create a 8d report

8D Report Template

A systematic approach to nonconformity management and continuous improvements are the key elements of every management system.

8D methodology uses a structured eight step approach to problem solving. The objective is to face the problem and discover the weaknesses in the management systems that permitted the problem to occur in the first place. The output of an 8D process is an 8D report.

The steps in 8D Report are also called “disciplines,” hence the name 8D Report. The steps are:

1D: Team Formation

8D procedures are used for solving exact problems. The approach is based on a team working together to solve a problem. Teamwork must be coordinated and guided. The team should include only competent persons actively involved in the process and who have been assigned a task or responsibility in subsequent steps. Efficient teams are usually not big.

2D: Problem Description

The more clearly the problem is defined the more likely it will be resolved. Problem solving must be based on facts, not opinions. It is important to clarify the issue type, what is wrong, when did it happen, how big the failure extent is and how many times has it happened. The description must be specific and easy to understand. If possible, a supposed cause should be specified. A complete problem description offers the team directions to solve the problem and helps them prioritize tasks. For example, the fact that defective products were already sent to a customer is very important in deciding which containment actions to take and in prioritizing those actions.

Good description is a foundation for later problem solving.

3D: Interim Containment Actions

In this 8D Report step we try to limit the problem extent and protect our customer. Interim containment actions are a “first aid” that protects the customer from the problem until we define the root cause and implement permanent corrective actions.

Containment actions must not introduce any new problems. They have to be carefully documented with precise information (product codes, lot numbers, dates, etc.). This information can then be used to verify effectiveness of performed actions.

4D: Root Cause Analysis

To effectively prevent a problem from occurring again we have to find the root cause of this problem and remove it. In rare situations there could be more than one root cause. To identify the root cause, a systematic and well-documented analysis is needed. Each possible cause should be tested against the problem description and test data. Root cause is often hidden by other causes and can be hard to find. There are many methods that can be used during the analysis. For example, is /is not, 5 Whys, Ishikawa Fishbone and others.

5D: Corrective Actions

The goal of corrective actions is to remove the root cause and prevent the problem from ever happening again. If good corrective actions have been taken we should never have to write another 8D report for this problem. In this step we are concentrated on a specific event or problem that has already arisen.

The corrective actions have to be carefully documented. For each action a responsible person should be identified and the date when the action is planned to be implemented should be selected. When an action has been finished the actual date of implementation and results should be recorded.

For each root cause identified there are usually many corrective actions needed.

6D: Verification of Corrective Actions

The purpose of this 8D Report step is to verify if the actions taken in step 5D have removed the root cause. If we discover that the root cause has not been completely removed, then we have to point out additional measures. It is sometimes necessary to return to root cause analysis in step 4D and repeat the cycle.

Looking for 8D software?

Give 8DReport.com a try!

how to create a 8d report

7D: Preventive Actions

At first glance this step is very similar to step 5D . The difference between these two steps in 8D Report is in the reason why we perform them and in final goal. Actions in step 5D are meant to prevent an existing problem from happening again. In contrast, preventive actions remove causes for a potential problem and prevent it from ever happening. 7D actions are proactive and oriented towards a potential event in the future.

Actions are usually based on results of FMEA analysis or observations of negative trends. Often, concrete problems encourage us to think about other problems that could arise on the same product or about the same problem arising on another product or process.

8D: Team and individual recognition

At the end of an 8D process is the time to recognize the team efforts and special team member contributions. This is also a good point to document lessons learned.

This is a chance for the Champion to express thanks to those who have helped in dealing with this problem.

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What is the 8D Problem Solving? And How to use the 8D Report?

The 8D problem-solving process (also known as the 8 Disciplines) is very different from previous processes we explored previously, such as the Double Diamond process or the IBM Design Thinking. The 8D process works in a rigid standardised nature to address the crisis caused by problems. The 8D process aims to walk with the team to highlight the problem, its root causes and propose a long-term solution. The process is documented in an 8D report which includes details of each of the eight stages. At the end of this article, we will explore an example report, and you can find a free 8D report template to download.

In times of crisis, companies face the challenge of analysing and solving problems efficiently in a short time to save developed projects. Problem-solving techniques such as the  TRIZ method  and  Hurson’s Production Thinking Model  allow companies to overcome crises and solve problems using less effort and time.

  • Stage Gate Process: The Complete Practice Guide

The Double Diamond Design Thinking Process and How to Use it

  • A Guide to the SCAMPER Technique for Creative Thinking
  • Design Thinking Tools: Reverse Brainstorming

Brief History of the 8D Problem Solving

The 8D method was first implemented by the US government during WW II as a military standard and was referred to as the Army Directive 1520, “Remedies and disposal of nonconforming materials.” In 1987, the demand for a team-oriented problem-solving method increased among the management organisation in the automotive industry to find a way to eliminate recurring issues.

Ford Motor Company published their manual,  Team Oriented Problem Solving (TOPS),  which includes their 8 Disciplines of the problem-solving process. The process was initially used to deal with quality control and safety issues inside the company but later expanded its role to a team approach problem-solving method. The 8D process is employed by engineers and designers to identify, analyse, and correct problems by eliminating the primary source that caused the problem.

So, what are the eight steps in the 8D methodology? The 8D problem solving process includes 8 Disciplines. In the mid-90s, a D0 step for planning was added to the process. The 8D steps include the following:

  • D1: Team formation
  • D2: Describe the problem
  • D3: Develop a temporary containment plan
  • D4: Determine and verify root causes
  • D5: Verify the permanent solution
  • D6: Implement the permanent solution
  • D7: Prevent recurrence
  • D8: Congratulate your team

The 8 Disciplines aim to achieve the following targets while solving the specified problem:

  • Think as a team while solving the problem
  • Isolate the situation and understand its causes
  • Identify the factors that contribute to the problem
  • Provide a temporary solution to halt the impact of the problem
  • Eliminate the causes of the problem and the factors contributing to it
  • Prevent the problem from recurring

When Should the 8D Problem Solving be Used?

Based on the above targets, the 8D problem solving process is designed for complex problems whose solution exceeds the ability of one expert. Also, it aims to establish communication for problem resolution through different levels inside the company. In some situations, the consumer or the management team requests the application of the 8D process through several forms or documentation.

While 8D problem solving is suitable for recurring problems that may repeatedly occur within a project or company, it is not ideal for simple issues that can be solved quickly by individual efforts. The process is unsuitable for a problem that can be solved with a straightforward solution. The 8D process is designed for complex issues, which require several weeks to solve and the involvement of at least four people.

8D problem solving provides a systematic process to find and solve problems. Therefore, if the situation requires choosing between alternative solutions, 8D acknowledges that other tools may help solve the problem better than the 8D process.

8D problem solving

How to Apply the 8D Problem Solving Process?

The steps below form the 8 Discipline process to achieve targeted problem solving through the eight steps.

This discipline is also known as the Pre 8D because it aims to understand the problem and determine if the 8D process is the correct method to use. At this stage, the team aims to answer general questions such as:

  • Is this a new problem, or has it happened before?
  • Is this a recurring problem?
  • What is the history of this issue?
  • What was the method used to solve the problem before?

At this stage, the target is to learn about the problem’s history and decide if the 8D process is the best tool to solve the problem.

D1: Team Formation

Thinking as a team can produce more efficient solutions than trying to solve a problem alone. The team includes all the stakeholders involved in the situation. The team communicates with each other and performs brainstorming to solve the problem (check  Design Thinking Tools: Reverse Brainstorming ). If the team does not know each other, the brainstorming time can be used to learn how to teach members to explore ideas together. Methods can be used in brainstorming sessions such as mind mapping , Six Thinking Hats , and  Lego Serious Play.

D2: Describe the Problem

After team formation, the second step is to understand the problem and its risks. This stage starts with a risk analysis to identify the situation and how it can affect the project flow. Several methods can be used to analyse the problem from different perspectives, including  SWOT analysis ,  SCAMPER technique , and similar tools. This stage is essential to building a clear vision of the problem and ensuring all stakeholders have the same understanding of the situation.

D3: Develop a Temporary Containment Plan

While solving the problem, there should be a temporary containment plan to prevent the problem from affecting the rest of the project or the final product. This temporary containment solution is a short-term operation such as adding more labour, increasing the quality measurements, applying a risk plan, etc.

It is essential to understand that the containment action is not the real solution and can only be used for the short term. Therefore, this action can be applied internally and not affect the process of reaching a permanent solution.

D4: Determine and Verify Root Causes

This stage aims to investigate the root causes of the problem; it can be considered the core of the 8D problem solving process. In many problems, what we see as causes are symptoms of other root causes. This misunderstanding can lead to inaccurate attempts at solutions that can have negative consequences in the future and leave the underlying problem unsolved.

An intensive investigation should be implemented because, in many cases, the root cause is hidden inside the process and covered by many symptoms, which is confusing. Some tools can be used to define the root causes of the problem, such as  brainstorming , statistical analysis, flow charts, audits, etc.

D5: Verify the Permanent Solution

Once the root cause is defined, the solution becomes apparent, and the team better understands how to solve the problem. However, the symptoms and other related factors may create difficulties deciding how best to apply the solution. So, these other factors should be considered when determining the permanent solution to the dilemma.

When choosing the permanent solution to the problem, it should meet the following criteria to ensure it is the ideal solution for the problem:

  • The solution should be practical
  • The solution should be feasible
  • The solution should be cost-effective
  • The solution should not fail during production
  • The solution should be implemented in all affected facilities in the company

D6: Implement the Permanent Solution

Once the solution is approved, this step tends to work as an action plan. This plan aims to outline the steps to implement the solution. It is common to ask questions in this stage: What should be done? Who should be involved in the correction plan?

More documentation and detailed plans should be created if the solution is complex and needs further procedures. The method may include training the team and checking the plan’s progress for further development and improvement.

D7: Prevent Recurrence

Once the action plan is set and ready to be implemented, the team should establish a plan to prevent the problem from occurring in the future. The action plan should be tested and documented as part of the process to avoid the recurrence of the problem. Some of the tools that can achieve this goal are Control Charts, Capabilities Analysis, and Control Plans.

D8: Congratulate the Team

After completing the task and implementing the solution, the team deserves an acknowledgement of their work and a celebration. This event will positively impact the stakeholders and reflect recognition of employees’ efforts from the management inside the company.

How do you Write an 8D Report?

The primary documentation used in the problem solving process is the 8D report. Korenko et al. (2013) presented an example of the 8D problem-solving application, Application 8D Method For Problems Solving . After this example, you can find a free 8D Report template that you can download and use for both commercial and noncommercial applications. The first part of the report, D0, includes information about the problem and the project details related to the project. D1 section contains details of the team involved in the project, roles, titles and contact information. D2 part of the report includes a detailed description of the problem and possible visual images to show the problem clearly. The report can consist of the type of damage of the failure and the function where the problem occurs (Figure 2).  

8D Report example

D3 includes details of the temporary solution for the problem required to stop the damage rapidly. In this part, the temporary remedy is described, particularly the symptoms affect, the responsibility, and the validation of the action. In D4, the team uses a root-cause method such as the 5WHYs or the Cause-Effect analysis (Fish Bone method). These methods help the team to identify the root causes of the problem. In Figure 3, the 5WHYs method is used several times to identify the root cause of the problem. 

8D Report example

D5 of the report provides details about the permanent solution to fix the problem. Unlike the temporary solution, this aims to element the root causes of the problem. This section includes the procedure’s name, the reason to use it, the responsibility, the management approval to apply it and the expected date of completing the utilisation of the solution, as seen in Figure 4. In the following stage, D6, the team provides details on the implementation and validation of the permanent action.

8D Report example

D7 provides details about preventing the recurrent problem, such as the name of the action after the validation process in the previous stage. Also, this stage provides details of the cause behind this action and elements about its responsibility and implementing details. Finally, in D8, the report includes a summary of the procedure and the proper approvals related to the procedure implementation (Figure 5). 

8D Report example

Free 8D Report Template Download

Free 8D Report Template

You can download the below 8D report, which you can use for commercial and noncommercial projects. Don’t forget to mention Designorate as the source of this free 8D report.

The 8D Problem Solving process provides a reliable and systematic method that ensures that the problems inside a company or project are solved by eliminating their root causes and preventing recurrence. However, it is most suitable for complex problems that can take weeks or even months to solve. Therefore, the first stage aims to determine if the 8D process is ideal for the problem or if more straightforward tools should be implemented. If the 8D problem solving method is appropriate for your business problem, you have a step-by-step template to guide you through your attempts to find a suitable solution to the obstacle you need to overcome.

Dr Rafiq Elmansy

I'm an academic, author and design thinker, currently teaching design at the University of Leeds with a research focus on design thinking, design for health, interaction design and design for behaviour change. I developed and taught design programmes at Wrexham Glyndwr University, Northumbria University and The American University in Cairo. Additionally, I'm a published book author and founder of Designorate.com. I am a fellow for the Higher Education Academy (HEA), the Royal Society of Arts (FRSA), and an Adobe Education Leader. I write Adobe certification exams with Pearson Certiport. My design experience involves 20 years working with clients such as the UN, World Bank, Adobe, and Schneider. I worked with the Adobe team in developing many Adobe applications for more than 12 years.

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What Is an 8D Report? Understanding the 8 Disciplines of Problem-Solving

Someone probably asked you (or told you) to make one... but what is it? Where does it come from? And how to do it?

Have you ever faced a problem that seems too complex to solve? Do you feel like you're stuck and not sure where to begin? This is where the 8D report comes in. Developed in the 1980s as part of the Ford Motor Company's problem-solving methodology, the 8D report is a step-by-step approach to solve complex problems effectively. It combines data analysis, critical thinking, and teamwork to identify the root cause of a problem and develop a sustainable solution.

The Origins of the 8D Report

The 8D report has a rich history that dates back to the 1950s. During that time, a quality control consultant named Kaoru Ishikawa developed the Ishikawa diagram, also known as the fishbone diagram. This approach highlighted a visual way to identify the potential causes of a problem.

The Ishikawa diagram is a tool used to identify the root causes of a problem. It is also known as a fishbone diagram because of its shape. The diagram is made up of a central line that represents the problem, with branches extending out to represent the potential causes. The branches are labeled with categories such as people, process, equipment, and materials to help identify the source of the problem.

Then, in the 1960s, Motorola developed the 7-step approach to quality control, which became a standard for problem-solving across many industries. This approach focused on identifying the root cause of a problem and implementing a solution to prevent it from happening again.

The Birth of the 8D Methodology

Fast-forward to the 1980s, where Ford Motor Company faced a significant problem with their new vehicles. They noticed an increasing number of customer complaints and expensive repairs, which led to a reputation loss and diminished profitability. In response, Ford developed the 8D methodology, a documented process that rigorously addressed recurring and complex issues.

The 8D methodology is an eight-step problem-solving process that is used to identify, correct, and prevent recurring problems. The process involves a team of people working together to identify the root cause of the problem, develop and implement a solution, and monitor the effectiveness of the solution.

The eight steps of the 8D methodology are:

  • Establish the team
  • Describe the problem
  • Implement and verify interim containment actions
  • Define and verify root causes
  • Choose and verify permanent corrective actions
  • Implement and validate corrective actions
  • Prevent recurrence
  • Congratulate the team

The Role of Ford Motor Company in Popularizing 8D

The widespread success of the 8D methodology at Ford Motor Company put it on the map. Other industries and businesses soon adopted the approach, and it became a standard in the automotive industry, aviation, healthcare, and many others. It has been refined and enhanced to suit many different needs, but its core principles remain unchanged.

The 8D methodology is a powerful tool for problem-solving and continuous improvement. By following the eight steps, teams can identify the root cause of a problem, develop and implement a solution, and prevent the problem from recurring. This approach has helped many organizations improve their quality, reduce costs, and increase customer satisfaction.

The 8 Disciplines of Problem-Solving

Problem-solving is an essential skill for any organization. The ability to identify and resolve issues quickly and effectively can make a significant difference in achieving business objectives. The 8D report is a structured problem-solving methodology that can help organizations address complex problems. The methodology involves eight disciplines, each representing a different phase of the process.

D1: Establish the Team

The first step is to establish an interdisciplinary team that will be responsible for generating solutions. The team should consist of individuals from different departments, with different skill sets, and areas of expertise. The team identifies key stakeholders and people who may be affected by the problem or have a stake in the solution. This helps to ensure that the team has a comprehensive understanding of the problem and can develop a solution that meets the needs of all stakeholders.

D2: Define and Describe the Problem

The second step is to define the problem as precisely as possible. This is done by gathering information about when, where, and how the problem occurs, its frequency, and its severity. The team should also identify any patterns or trends that may be contributing to the problem. This helps to ensure that the team has a clear understanding of the problem and can develop an effective solution.

D3: Develop an Interim Containment Plan

The third step involves developing a temporary solution that helps to contain the problem while the team works on finding a permanent solution. The interim containment plan should be designed to prevent the problem from getting worse and minimize the impact on stakeholders. This helps to ensure that the team has time to develop an effective permanent solution.

D4: Determine Root Causes

The fourth step is to determine the root cause of the problem. This involves analyzing data, conducting experiments, and brainstorming to identify all possible causes. The team should also consider the impact of the problem on different stakeholders and identify any underlying issues that may be contributing to the problem. This helps to ensure that the team can develop a permanent solution that addresses the root cause of the problem.

D5: Identify and Verify Permanent Corrective Actions

The fifth step involves developing a permanent and effective solution. The team identifies the best course of action to take, evaluates its feasibility, and verifies its effectiveness. The team should also consider the impact of the solution on different stakeholders and ensure that the solution meets the needs of all stakeholders. This helps to ensure that the team can develop a permanent solution that addresses the root cause of the problem and meets the needs of all stakeholders.

D6: Implement and Validate Permanent Corrective Actions

The sixth step involves implementing the selected solution and validating its effectiveness. The team monitors the situation to ensure that the problem does not recur. The team should also communicate the solution to all stakeholders and ensure that they understand how the solution will be implemented. This helps to ensure that the solution is effectively implemented and the problem does not recur.

D7: Prevent Recurrence

The seventh step involves putting measures in place that ensure the problem does not happen again. This includes developing and implementing preventive measures that address the causes of the problem. The team should also monitor the situation to ensure that the preventive measures are effective and adjust them as necessary. This helps to ensure that the problem does not recur and the organization can avoid similar issues in the future.

D8: Congratulate the Team and Share Lessons Learned

The eighth and final step involves congratulating the team for their hard work and sharing the lessons learned with the broader stakeholder base. This helps to improve the organization's problem-solving capabilities and establish best practices for future issues. The team should also document the entire process, including the problem, the solution, and the lessons learned. This helps to ensure that the organization can learn from the experience and apply the knowledge gained to future issues.

The Benefits of Using an 8D Report

The 8D methodology has become increasingly popular in recent years as a problem-solving tool. It provides a structured approach to problem-solving that has several advantages for businesses and problem solvers alike.

Improved Problem-Solving Skills

One of the most significant benefits of using the 8D methodology is that it sharpens your problem-solving skills. By breaking down the problem into manageable steps, the methodology helps you think critically and analyze the situation. This, in turn, helps build a culture that values critical thinking and analysis, making it easier to solve problems in the future. Additionally, by reducing the time it takes to solve problems, the 8D methodology saves valuable resources that can be used elsewhere.

Enhanced Teamwork and Collaboration

The interdisciplinary team is one of the critical components of the 8D methodology. By bringing together team members from different disciplines, the methodology encourages collaboration and a diverse range of perspectives. This leads to better solutions and a more inclusive culture in the organization. By working together, team members can identify problems more quickly and develop more effective solutions.

Reduced Recurrence of Issues

Another significant benefit of the 8D method is that it provides a robust and effective solution to recurring problems. The structured approach breaks down the problem into manageable steps that ensure that it is entirely resolved, and the cause is eliminated. This reduces the likelihood of the problem recurring in the future, saving time and resources that would otherwise be spent addressing the same issue repeatedly.

Increased Customer Satisfaction

By using the 8D methodology, businesses can identify and solve problems before they impact their customers. This leads to an improvement in customer satisfaction, as customers are less likely to experience issues with the product or service. Ultimately, this increased customer satisfaction leads to increased retention and revenue for the business.

In conclusion, the 8D methodology is an effective problem-solving tool that has several benefits for businesses and problem solvers. By improving problem-solving skills, enhancing teamwork and collaboration, reducing the recurrence of issues, and increasing customer satisfaction, the 8D methodology can help businesses become more efficient and effective.

The 8D methodology is a proven and effective problem-solving approach. It helps businesses tackle complex issues with a structured and rigorous approach that leads to sustainable solutions. By focusing on the root cause of the problem and implementing preventive measures, the 8D report reduces the recurrence of problems, increases customer satisfaction, and enhances the organization's problem-solving skills. Implementing the 8D methodology can save businesses time, money, and valuable resources.

Supplios can help you (and your suppliers) complete 8D reports, SCAR, and other important Quality processes much faster and more efficiently than before. Our fully automated system can be configured to match your specific process, and we integrate with many ERP and QMS systems.

Inquire with our team to get a custom demo of the platform today!

8D Problem Solving

8D Problem Solving slide

When a customer issues you a corrective action you should follow the 8D problem solving methodology system. 8D stands for 8 Disciplines. The 8D approach is a complete approach to solving problems. Most customers require an 8D problem solving report for their corrective action request. The easiest approach to creating an 8D report is using 8D software.

Customer Expectations

After notification of a problem, your customer expects you to take the appropriate steps in a timely manner to resolve that problem. The quicker you address the issue, the more satisfied your customer. A thorough 8D problem solving corrective action has these additional benefits:

  • It can strengthen the bond between your company and your customer.
  • It can improve sales with your customer.
  • It opens a new line of communication between your company and your customer.
  • It prevents defects from escaping at your location.
  • It corrects defects which saves you money.
  • It helps guide you in future improvement efforts.

For these reasons you should follow the 8D problem solving technique. 

how to create a 8d report

8D Manager Software with 8D, 9D, 5Y and 4M report generator. Your corrective action software for managing, measuring, and reporting issues.

8D Problem Solving Methodology Steps

Your 8D report documents the below steps.

  • Team approach

Describe the Problem

Containment action, root cause verification.

  • Implement Corrective Action
  • Verify Corrective Action
  • Prevent Recurrence

Congratulate the Team

how to create a 8d report

Team Approach

When resolving a problem, usually the problem is not resolved by one person. Select a champion who guides the team through the 8D approach. Include process experts for the team. Select a collection of individuals who are responsible for the problem.

Give the team the authority and responsibility for making the improvements. Click here for more on the team approach .

Your 8D report should include two descriptions of the problem. The first is the description from the customer's point of view. Find this information on the customer's corrective action request.

The second description is your statement of the actual issue. Many times the customer sees one thing but in actuality it is another problem. You define the problem in your terms. For example; a customer may say the part is not polished. Your findings show the part is polished but there are finger smudges on the part.

Your statement is the D2 of the 8D process.

Your company takes action to prevent the customer from receiving additional parts with the defect. Your team reviews these areas:

  • The customer’s parts in your stock
  • The customer’s parts between the identified root cause area and your stock
  • The customer’s parts at the identified root cause area
  • The customer’s parts in shipping or during shipping
  • The customer part’s in stock at the customer location

During the 8D Problem Solving methodology process your team decides upon the appropriate containment actions which depends on the nature of the problem. Document these actions in the 8D problem solving report. Your customer reviews this information and needs to feel comfortable that you contained all suspect parts.

See here for more details on containment

Root cause verification may be the most difficult step of the 8D problem solving system. To help the team attack this, review the 4Ms. 4M stands for machine, material, man and method.

Was the problem caused by a machine? Machine setup? Machine tooling? Machine settings? Machine wear?

Was the problem caused by a person (man)? Training Issue? Sleep depreciation? Carelessness?

Was the problem caused by raw material? Supplier Issue? Poor traceability? Wrong material?

Was the problem caused by method? Process problem? Inaccurate procedure? Missing info in the procedure? No procedure? Wrong revision?

If necessary, use a fishbone diagram which focuses on the 4M.

After brainstorming the root cause, the team verifies the root cause. The team recreates the problem by witnessing the root cause in action. Accurate identification of the root cause is the most important step of the 8D problem solving process because it assures you put your efforts, resources and money in the right place. Problems will reoccur with poor root cause determination.

The team could encounter many root causes. Document all causes on the 8D report. Your customer will review this. Make your statements clear and understandable for your customer.

Implement the Corrective Action

After you identified the root cause, your team takes the appropriate corrective action to fix it. It is almost impossible to list all possible corrective actions as these depend on your situation.

In general, corrective action normally takes the most time and cost of the 8D problem solving methodology steps. Complete the corrective actions in a reasonable amount of time to satisfy your customer. Do not delay spending money to fix the problem. The money spent keeps your customer from walking away.

Your 8D report documents the corrective action steps, responsibilities and completed due dates. Make the actions clear, responsive, and relevant for your customer review.

Verify the Corrective Action

Your team verifies the corrective action by measuring or monitoring the results after implementing the corrective actions. Verify the customer’s problem cannot be recreated. Verification includes reviewing documentation that supports the process changes from the corrective action. Complete the verification activity by someone who did not implement the corrective action.

Let your customer know when the verification occurred. This helps the customer reset the clock for the problem.

In addition, verify the containment action and preventive action activities.

Document these verification actions on your 8D problem solving report. Include the responsible name and date on the report.

Preventive Actions

Pursue these steps to prevent the issue from reoccurring in the future. Possible preventive actions includes

  • Examine this issue across other production lines and implement corrective action as necessary
  • Schedule periodic training for the corrective action
  • Schedule periodic audits for the problem and corrective action activities
  • Include additional reviews or data collection for the problem.
  • Update FMEA and quality plans

Document these preventive items on the 8D report.

It takes significant effort to resolve a problem. Upper management and the team leader need to congratulate the team. This encourages team involvement on future problems. Normally, you don't document the congratulated actions or share these with your customer.

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8D Report Template

Looking to create an 8D report to help you communicate your findings during the problem-solving process? Our 8D worksheet provides a means of communication within companies to allow for transparent problem-solving which you can apply to the entire production or process chain. 

Use our 8D template to help you navigate through the eight disciplines, and provide a structure for clear and concise collaboration between team members. 

Download our free 8D template and discover how you can use it to improve

  • Product quality, 
  • time and cost management, 
  • Product efficiency.

Be a transparant company, track progress and ensure that corrective actions are taken in a timely manner. Start now!

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how to create a 8d report

Examples Of 8D Problem-Solving

Product defects are not uncommon but an organization must act quickly to eliminate them. This will ensure customers have a…

8D Report Example

Product defects are not uncommon but an organization must act quickly to eliminate them. This will ensure customers have a good experience and the brand doesn’t suffer. In the event of a complaint, an organization can rely on the analysis of an 8D report sample to address errors and improve quality.

The 8D methodology is a structured and systematic approach to problem-solving. From an 8D problem-solving example it’s clear that it not only identifies a problem but also recognizes the weaknesses in the system. Analysis of an 8D report example prevents future occurrences of similar issues.

Examples Of 8D Reports

8d problem-solving report example, 8d problem-solving example.

An 8D problem-solving example shows the strength of this model lies in its methodology, structure and discipline. Organizations can effectively use an 8D report example to analyze defects, its root causes and ways to implement corrective actions.

Let’s have a look at these 8D reports.  

An organization had a problem with holes appearing in its metal cast toy parts. They found that about 3% of their last batch received complaints after operations due to pin-hole defects. An analysis was submitted after the purchase head asked for a full 8D report example . Here’s a look at the 8D report sample that was submitted.

D1 : Names of team members, team leader and manager.

D2 : The problem reported by the customer is described by answering the following questions:

  • What is the problem? A pin-hole defect
  • Who reported it? Tulip Pvt Ltd
  • When did it occur? Seen in the last batch
  • Why did it happen? Due to a defect in the casting base
  • How much production is affected? 3% of the products are defective.

  These questions aim to simplify their approach to problem-solving.

D3 : Once the problem is defined, the defective parts are segregated.

D4 : The root cause of the problem is identified by answering the following questions:

  • Why is there a pin-hole defect?
  • Why are core problems arising?
  • Why wasn’t the core cured properly?
  • Why was drying/curing time not modified?

These questions reveal that curing time was not validated and that was the root cause of the problem.  

D5 : A permanent corrective plan is recommended to the quality assurance engineer. It is proposed that product and process should be validated for new drying time.

D6 : Permanent corrective actions are implemented. 10 samples are collected. Product and process characteristics of each sample are checked.

D7 : Preventive measures are recommended to ensure the problem doesn’t recur.

D8 : Team and individual contributions are recognized by the manager. The team leader and team members are rewarded for their efforts.  

An organization received customer complaints about shrinkage on an automobile part. The management demanded a thorough analysis based on an 8D problem-solving example . Here’s the 8D report sample that was submitted:

D1 : A team is created with supply team members, team leader and manager.

D2 : A customer complaint is used to describe the problem. The problem is established by answering the following questions:

  • What is the complaint? Shrinkage on sump.
  • When was it seen? In the last batch.
  • Why did it happen? Due to a defect in the entrance area.
  • Who reported the problem? Albert D’Souza
  • How much production is affected? Nearly 2%

These questions allow the team to devise a containment plan.  

D3 : As a containment action the team decides to stop consignments and segregate the good parts immediately.

D4 : To identify the root cause, the team has to answer the questions defining the problem. They are:

  • Why was there a shrinkage at the ingate area?
  • Why were high pouring temperatures used?
  • Why was the pyrometer reading incorrect?
  • Why was the pyrometer condition not checked?

The root cause of the problem is revealed to be a faulty pyrometer.

D5 : As a permanent corrective plan, periodic checking of the pyrometer is suggested to the maintenance supervisor.

D6 : Permanent corrective action is implemented and pyrometers are scheduled for weekly checks.

D7 : Periodic checking and proper maintenance of pyrometers are factors to prevent a recurrence.

D8 : The team effort is recognized. The manager and team are praised for solving the problem.

An 8D report example will show that Root Cause Analysis (RCA) is an integral part of the 8D process. It helps managers establish problem statements, identify potential causes, compare theories and confirm the main cause of a problem. You can establish the root cause in an 8D report example by asking the most relevant questions related to the defect.

Harappa’s Structuring Problems course equips learners with frameworks to strengthen problem-solving skills. Explore the various causes behind a problem before solving it. Learn how to simplify problems, manage them better and scrutinize them in depth. The course helps professionals, managers and team leaders master logic trees, impact analysis, MECE principle and PICK framework.  Take the team to newer heights with Harappa.

Explore Harappa Diaries to learn more about topics such as What Is Problem Solving , Different Problem Solving Methods , Common Barriers To Problem Solving , and What are the essential Problem Solving Skills to classify problems and solve them efficiently.

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How to create an 8D report Template in Microsoft Excel

Here at Sanzubusinesstraining.com we love tools that help us solve business problems ( if you’re the same you might like to take a look at our Problem Solving guide that includes further tools like   A3 Problem Solving Template or our Kaizen Card Template )

We believe that if you choose to follow a standard process for resolving problems the battle is already half won, I’ve lost count of the businesses I’ve seen who approach this sort of thing ad-hoc with each problem being targeted with a unique process/perspective with ahem….varying results.

So, standard methodology/consistency wins every time, especially where the audience is one that is multi-disciplined (i.e. consists of Engineers, manufacturing team, Quality, Supply-chain for example).

In previous posts we’ve covered Problem Solving Tools  like the A3 report, another tool that’s commonly used to solve business problems is the 8d report.

While it’s often called an 8d report, 8d is, in fact, a methodology. There is an 8d process where the report (the 8d report) is the output.

When your business faces problems with its products (either finding this out yourselves or being informed by your customer) the 8D method provides an invaluable starting point in driving improvement in Quality

What makes a good problem-solving tool

One of the challenges for selecting problem-solving tools is what exactly do you look for? In Lean the best tools for problem-solving tend to have the following attributes:

* They facilitate team-work to solve problems and help create an open dialogue between those participating. * They have a structure (a regimented process to follow) * They use data and facts and root cause analysis to drive the process rather than supposition and guesswork. * They make problem-solving (and remedy) as efficient as possible * They support better selection and implementation of the final corrective action. * They help with building an archive/database of problems coupled with the corrective action (i.e. they make a great learning archive).

The 8d method builds on all of these and is an excellent yet simple tool to deploy.

What is an 8D report

As we described above, the 8D Report is a problem-solving tool, that follows a series of pre-defined steps, that can be used as part of a continuous improvement methodology.

The business that’s utilizing the tool usually has someone (typically a quality engineer) familiar with the tool that can coach the other members of the team in its deployment.

Like many lean tools the 8d originated in industry, this one within automotive but as with many of the other lean tools it can readily be deployed in most businesses.

The 8D tool is often used to identify and remedy recurring problems, and is especially useful in an environment where there are “products” and an environment that has established processes.

As with most lean tools the “products” don’t necessarily have to be those within a manufacturing environment (although the tool excels in these, anywhere where there are processes that result in some form of output will benefit from an approach like 8d.

The other thing to recognize with 8d is that it doesn’t look to solve the issue temporarily rather than the method targets a permanent corrective action (eradicating the issue).

As with the best lean tools 8d uses a combination of statistical evidence and root cause analysis, and anyone familiar with that approach should be able to utilize the 8d method fairly quickly.

As described above the 8d tool follows a series of steps in order to work –

The 8D are:

1/ Establish a team 2/ Define the problem statement 3/ Define interim containment actions 4/ Undertake root cause analysis 5/ Define the corrective actions 6/ Implement the corrective actions 7/ Implement preventative actions (so it doesn’t happen again, typically this is closing the loop updating processes, FMEA etc) 8/ Close the project and congratulate the team

Using a step-based approach has a number of benefits

1. It facilitates a team approach where the whole team is aware of the process and their role in it. Problems are rarely solved by individuals and usually require a cross-functional team. By having a structured methodology this team has a process to follow with a designated output.

2. It can be deployed rapidly, indeed 8d has much in common with the Analyze, countermeasure, root-cause, fix approach that is similar to many lean tools.

As with any problem-solving project, the chance of success is greatly enhanced if you prepare first, jumping straight in without knowing the facts is likely to result in reduced success.

Ok so let’s look at how we produce an 8d report in Excel.

Creating an 8D report template in excel

As a template to create this is a fairly easy one, there are no calculated fields, so it’s just a matter of devising the report and formatting it.

You can see the 8D template below:

how to create a 8d report

Let’s cover each section – I’ll include screen-shots showing the columns/rows so you can copy and create your own.

This reports been formatted to be able to be printed on one side of A4. To assist with this I’ve had to think about how the report is structured, place each “D” on top of each other produced a report that was too long if printed on one piece of paper so I’ve found by placing two “D’s” next to each other, you still have enough space to capture what’s required while producing a printer friendly report.

Header The header of the 8D is used to capture background information (for example the date the 8D was raised, some generic information around the issue

how to create a 8d report

Section a) – Team Members & Probelm statement

Fairly rudimentary use of columns to capture the team members, you could expand on it to include contact details if required.

The Problem statement is just a group of cells that’s been merged in order to capture free text description of the problem.

how to create a 8d report

Section b) – Interim containment actions & Root Cause Analysis

This section captures interim actions via a table (I’ve included spaces for 10 actions but again you could expand as required).

For the root cause analysis out of personal choice I’ve used a table to capture the 5 Why (together with a notes block at the bottom of the section). I like 5 why as a process, but you could use a decision tree or other if required in this space.

how to create a 8d report

Section c) Corrective Action(s) & Implementation

For the corrective actions, I’ve used a merged cell for free text entry.

For the implementation, I’ve used a table with 10 lines to capture the implementation steps.

how to create a 8d report

Section d) Preventative actions & Project Closure / Team recognition

For the 7D Preventative actions, I’ve used a mix of a table to capture actions and a checklist of things to do. In the checklist I’ve included things like an FMEA, procedure update etc, this is personal preference but I like the use of a tick box here as it ensures the user follows some sort of process to go an update documentation or other following the “fix” being implemented.

For the project closure section, I’ve used merged cells to create a text box for free text entry.

how to create a 8d report

So there’s our example 8D report – got some comments or ideas? Use the feedback section below – we’d love to hear from you.

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What Are 8D Report Templates & How To Make One? A Comprehensive Guide

  • Ossian Muscad
  • November 8, 2022
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What Are 8D Report Templates & How To Make One A Comprehensive Guide

Last Updated on November 8, 2022 by Ossian Muscad

The business world is full of obstacles and issues that must be dealt with to keep things running smoothly. In many cases, these issues can potentially disrupt business operations and cause serious problems down the line. This is where 8D reports come in.

8D report templates provide a systematic, standardized approach for businesses to identify, correct and prevent issues that may arise. Using an 8D report, businesses can take a proactive approach to problem-solving and prevent potential issues from becoming bigger problems.

But what exactly is 8D, and how do you make one for your business? This guide will cover all relevant topics related to 8D and give you all the information you need to know about this problem-solving method.

What is 8D?

8D refers to the eight disciplines of problem-solving. It is a structured approach that helps businesses identify, correct, and prevent issues. The 8D model was originally developed by Ford Motor Company in the 1980s and has since been adopted by businesses across various industries.

The 8 disciplines of 8D are as follows:

  • Form a team:   Assemble a team of qualified people to solve the problem at hand.
  • Describe the problem:   Clearly identify and describe the issue that needs to be addressed.
  • Develop interim containment plans:   Take immediate action to contain the problem and prevent it from causing further damage.
  • Determine root cause:   Use various tools and methods to find out what is causing the problem.
  • Develop and implement permanent corrective actions: To address the root cause of the problem and prevent it from happening again.
  • Implement corrective actions:   Put the corrective actions into place and ensure they are effective.
  • Formulate preventive actions:   Develop plans to prevent the problem from happening again.
  • Give credit to the team: Once the 8D process is complete, give credit to the team for their hard work in resolving the issue.

Advantages and Disadvantages of the 8D Model

As with every other problem-solving method, 8D has its advantages and disadvantages.

Advantages of 8D

Provides a long-term solution.

The 8D model is designed to provide businesses with long-term solutions to their problems. By addressing the root cause of an issue, 8D can help businesses prevent the problem from happening again in the future.

Improves Communication

8D also helps to improve communication between team members and different departments within a business. The 8D process forces businesses to address problems head-on and develop solutions that everyone can agree on.

Flexible Problem-solving Approach

Another advantage of 8D is that it is a flexible problem-solving approach. As a result, businesses can tailor the 8D process to their specific needs and requirements. At the same time, 8D can also be used as a general framework for solving any problem.

Highly Systematic

The 8D model is a highly systematic approach to problem-solving. This means businesses can be sure that all the relevant steps are being taken to address an issue. In addition, 8D also provides a clear structure for documenting the problem-solving process.

Disadvantages of 8D

Lengthy and complex process.

The 8D model is effective but can be lengthy and complex. As a result, businesses must allocate significant time and resources to complete the 8D process correctly. At the same time, businesses must ensure that all team members are properly trained in 8D before they can use it.

What are 8D Reports?

8D reports are preventive problem-solving tools used to help business owners and employees resolve persistent issues. 8D reports are designed to take advantage of the 8D model to help you take a step back and look at the bigger picture. It focuses on long-term solutions that will prevent potential issues from arising again. 

8D reports will guide you in creating effective solutions that will help you resolve persistent issues through preventive measures. Through this 8D report, you can follow every step of the 8D process and apply it to your business.

How to Use 8D Reports?

8D reports can be used in a variety of businesses and industries. It is a flexible problem-solving approach tailored to your specific needs. 

Here are some tips on how you can use 8D reports in your business:

  • Define the problem: The first step is clearly defining the problem that needs to be addressed. This will help you and your team to focus on the right goal.
  • Gather data: Once you have defined the problem, it is time to start gathering data. This data will be used to determine the root cause of the problem.
  • Analyze data: Analyze your collected data so that you can identify the root cause of the problem.
  • Develop solutions: Once you have identified the root cause, it is time to start developing solutions. These solutions will address the root cause of the problem.
  • Implement solutions: The next step is implementing the solutions you have developed. This will help you to resolve the problem and prevent it from happening again.
  • Evaluate results: The final step is to evaluate the results of your 8D report. This will help you to pinpoint areas that have room for improvement. 

Create 8D Report Templates with DATAMYTE

If you’re planning to create 8D reports, the best way to do it is with DATAMYTE and its Digital Clipboard. The DataMyte Digital Clipboard is a workflow automation software that can help streamline 8D reporting.

The DataMyte Digital Clipboard offers a variety of features that can help with 8D reporting, including:

  • A smart form builder that lets you create complete 8D report forms.
  • A drag-and-drop interface that makes it easy to add 8D report elements.
  • Ability to create a wide range of 8D report templates that can be easily customized to your specific needs. 
  • Integrated analytics that gives you insights into 8D report data.
  • A collaborative platform that lets you share 8D reports with team members and get their feedback.

Creating 8D report templates with DATAMYTE is the best way to streamline 8D reporting and make it more efficient. With DATAMYTE, you can be sure that all the relevant steps are being taken to create a long-term solution. Book a demo with us today to see how we can help you with 8D report template creation.

The 8D model is a powerful tool to help businesses resolve persistent issues. However, it is important to note that 8D is not a silver bullet. It is only one tool in your problem-solving arsenal.

An 8D report template can be used as a guide to creating long-term solutions for businesses. 8D reports are highly systematic and flexible, making them well-suited for various businesses and industries.

Related Articles:

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Step-By-Step Guidelines on The 8D Problem Solving Process

This is the first page in a free training on the 8D Problem Solving Process. Here is an overview of the pages on each of the eight disciplines:

Guidelines on Online Training of 8D

The 8D method, also known as the 8 Dimensions  or 8 Disciplines, describes a process of steps to be taken in order to solve a problem methodically.

The benefit of the method is the complete and thorough approach which enables us to solve current issues, in fact to improve a situation immensely. Depending on the nature of the problem, a team or an individual can work through these steps in order to discover the possibilities in improving any situation.

Importance of an 8D Report

  • The 8D report serves as a checklist as well as a means of tracking improvement measures decided upon, It also ensures that all steps are completed.
  • The 8D report is a basic part of the 8D problem solving methodology and at the end of each step, must be brought up to date. Any documents completed as a result of actions done then become part of the report.
  • Therefore the report mirrors the current status of the problem solving work and is therefore to be seen as a “living document” !
  • The completed documentation can be archived as it is a valuable source of knowledge for the future. With many lessons to be learned from them, they can help solve other problems that may occur later on.
  • Important Aspects to be taken into consideration: The aim of the 8D problem solving process is to increase the likelihood of effectively solving problems in the production and R&D functions.

Insightful Guidelines of doing 8D Problem Solving 

The following is important for the successful completion of the 8D problem solving process:

1. Choose the right team: Ensure that those people with the best knowledge of the processes or topic in question are involved.

2. Accurate description of the problem: They say that the better you describe a problem, the closer you are to the solution. Use questions such as: What is the problem? / What is it not? Where is the problem? / Where is it not? How widespread is the problem? / How far does it not go to (any limits recognizable)?

3. Avoid skipping through steps: Often, due to time constraints, there is an urge to skip through steps. This must always be avoided.

4. Ensure co-operation within the team: remembering the stages of teamwork of Forming, Norming, Storming and Performing and the typical effects each stage has, ensure that all members of the team cooperate fully. Remember too, that people often don’t know how much they know until they actually start exchanging with others.

5. Maintain Momentum: often there is the danger that the team converge to such a degree that they fail to set priorities or fail to have a systematic approach in carrying out the analysis.

6.  Ensure Management Support:  Enlist Managerial support by frequent informing of developments within the process. Be prepared for the pressure from Management (they are under pressure from the customer) as this pressure exerted can often lead to a rushed job and a failed problem solving process. Have a named Champion in management, someone who will champion your needs through especially when more resources are needed.

7. Understand the difference between possible causes and the real cause.  Again, due to time pressures, there is the natural tendency to jump to conclusions that are not founded on scientific fact. In a rush, it can often happen that a possible cause is presumed to be the main cause and the danger lies therein that it may not be. Make sure that you run confirmation tests to avoid this happening.

8.  Implement permanent corrective measures:  As momentum can wane, especially as time progresses and the pressure has lessened, the most important step can often be overlooked. Make sure that the corrective measures are implemented, - and implemented thoroughly!

9. Document Results:  Formulate the successes and document them. Consider completing a “Lessons Learned” document for the benefit of others to gain from at a later stage.

10. Congratulate your Team:  It is important to give credit where credit is due. This motivates! So, with a job well done, don’t forget to congratulate your team!

SUPER,  Free 8D Report Template

Click  HERE  to download a F ree Template for your 8D report.

Go To The Top of 8D Problem Solving Page

Homepage › Problem Solving Pages › Free Online Training on 8D Problem Solving

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  2. 8d Report Template Excel Download (12)

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  3. What is the 8D Problem Solving? And How to use the 8D Report?

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  4. What is the 8D Problem Solving? And How to use the 8D Report?

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  6. 8D Report Template in Excel

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  4. How To Write A Report On Cleaning Up Campaign Or Cleaning Drive Campaign

  5. WHAT IS 8D? || HOW TO FILL G8D FORMAT || 7 STEPS PROBLEM SOLVING METHODOLOGY || Q4U || G8D || Q4U

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COMMENTS

  1. 8D Report and template

    D2 - Describe the problem Define the problem as objectively as possible. The 5W2H analysis (who, what, when, where, why, how, how much) is a welcome addition to the problem analysis and can help to arrive at a clear description of the problem. D3 - Interim containment action It may be necessary to implement temporary fixes.

  2. What is 8D? A template for efficient problem-solving

    To complete an 8D analysis, follow "the eight disciplines" to construct a statistical analysis of the problem and determine the best solution. The eight disciplines of problem-solving 8D stands for the eight disciplines you will use to establish an 8D report. As you may notice, this outline starts with zero, which makes nine total disciplines.

  3. Free 8D Report Templates

    An 8D report template is used to document a comprehensive root-cause analysis based on the 8 Disciplines of Problem-Solving popularized by the Ford Motor Company. 8D Teams can use this template to generate their 8D report after completion. With the SafetyCulture (formerly iAuditor) mobile app and software, you can:

  4. What is 8D? Eight Disciplines Problem Solving Process

    Articles A Disciplined Approach ( Quality Progress) Nothing causes anxiety for a team quite like the release of a corrective action preventive action (CAPA) system and accompanying eight disciplines (8D) model. Follow this step-by-step explanation of 8D to reassure your team and get results.

  5. How to complete an 8D report? [8D template walkthrough]

    You get the suggestion: 'Go and do an 8D.' But what does this mean?In this video, we explain what the 8D problem-solving process is, and how to fill an 8D re...

  6. How To Fill Out an 8D Report and Fix a Problem in a Factory

    Filling out an 8D report means following a highly-structured approach to understanding, addressing, and (in the future) avoiding a problem. It is particularly effective for issues that are important and relatively complex. It is not the only such approach. For example, Toyota's 'business process' approach is pretty solid.

  7. What is 8D Report

    The steps are: 1D: Team Formation 8D procedures are used for solving exact problems. The approach is based on a team working together to solve a problem. Teamwork must be coordinated and guided. The team should include only competent persons actively involved in the process and who have been assigned a task or responsibility in subsequent steps.

  8. What is the 8D Problem Solving? And How to use the 8D Report

    D1: Team Formation D2: Describe the Problem D3: Develop a Temporary Containment Plan D4: Determine and Verify Root Causes D5: Verify the Permanent Solution D6: Implement the Permanent Solution D7: Prevent Recurrence D8: Congratulate the Team How do you Write an 8D Report? Free 8D Report Template Download Download Conclusion Bibliography Summary

  9. 8D Manufacturing Report: Your Guide to Effective Problem Solving

    D1: Create a team When using 8D, it is important to have a cross-functional team with individuals from different disciplines to assist you cover more territory. There should be two subgroups for the team members: Core members: people who are more data-driven and typical product, process, and data experts.

  10. DOC How to Create an 8D Report: A Comprehensive Guide

    The 8D report, also known as the Eight Disciplines report, is a problem-solving and quality improvement methodology primarily used in the automotive and manufacturing industries. It provides a structured approach to identify, analyze, and resolve problems, aiming for long-term solutions to prevent recurrence.

  11. What Is an 8D Report? Understanding the 8 Disciplines of ...

    The eight steps of the 8D methodology are: Establish the team Describe the problem Implement and verify interim containment actions Define and verify root causes Choose and verify permanent corrective actions Implement and validate corrective actions Prevent recurrence Congratulate the team The Role of Ford Motor Company in Popularizing 8D

  12. What is the 8D report? (problem solving tools)

    0:00 / 7:26 • What is the 8D report? (problem solving tools) Quality Guru 5.93K subscribers Subscribe 330 Share 18K views 2 years ago explaining how to use 8D report for problem solving If...

  13. PDF 8D's Supplier Process.

    Purpose of 8D's tutorial. To have a standard and objective 8D'stutorial for suppliers. SQE & SDE can share and use this file when training a supplier. To improve the quality of supplier's8D report. The supplier can understand clearly how to submit an 8D report. To help the supplier find out the systemic root cause

  14. PDF 8D Customer Complaint Resolution Report

    1. Using the template shown below, give the 8D Customer Complaint Resolution Report form a title and report number for tracking. List the dates of the 8D analysis, and briefly describe the complaint. Add the customer's name, and the program/division that received the complaint. An example follows the template to illustrate the use of 8D. 2.

  15. Discusses 8D Problem Solving Details and 8D Reports

    The easiest approach to creating an 8D report is using 8D software. Customer Expectations After notification of a problem, your customer expects you to take the appropriate steps in a timely manner to resolve that problem. The quicker you address the issue, the more satisfied your customer.

  16. 8D Report Checklist

    Looking to create an 8D report to help you communicate your findings during the problem-solving process? Our 8D worksheet provides a means of communication within companies to allow for transparent problem-solving which you can apply to the entire production or process chain.

  17. What is an 8D report

    An 8D report is the result of an eight-step process of problem-solving designed to address manufacturing nonconformances and implement continuous improvement. So-called because the eight steps are referred to as eight disciplines (8D), the 8D report arises from a structured approach to problem-solving in which a team is formed and commissioned ...

  18. Examples Of 8D Problem-Solving

    September 6, 2021 | 4 mins read Product defects are not uncommon but an organization must act quickly to eliminate them. This will ensure customers have a good experience and the brand doesn't suffer. In the event of a complaint, an organization can rely on the analysis of an 8D report sample to address errors and improve quality.

  19. How to create an 8D report Template in Microsoft Excel

    1/ Establish a team 2/ Define the problem statement 3/ Define interim containment actions 4/ Undertake root cause analysis 5/ Define the corrective actions 6/ Implement the corrective actions 7/ Implement preventative actions (so it doesn't happen again, typically this is closing the loop updating processes, FMEA etc)

  20. PDF 8d Assessment

    3 points Each level is defined by standardized criteria. Based on the fulfilment of the criteria a level can be selected. The target of this tool is a review of the 8D processes for example in a plant and it can also be used as guidance how to create a good 8D report. 2. 8D Assessment Score Ø

  21. 8D Report Templates

    The DataMyte Digital Clipboard is a workflow automation software that can help streamline 8D reporting. The DataMyte Digital Clipboard offers a variety of features that can help with 8D reporting, including: A smart form builder that lets you create complete 8D report forms. A drag-and-drop interface that makes it easy to add 8D report elements ...

  22. 8D Problem Solving

    The 8D report serves as a checklist as well as a means of tracking improvement measures decided upon, It also ensures that all steps are completed. The 8D report is a basic part of the 8D problem solving methodology and at the end of each step, must be brought up to date. Any documents completed as a result of actions done then become part of ...

  23. How to create a new 8D report

    To create a new 8D report click on the Add button Fill in the template name ( how-to-create-a-new-8d-template-file) Fill in all details Select the External type of 8D, if the issue is related to an external partner, or the Internal one, if the issue is related to an intercompany partner