Sheets
9
Incident log, dashboard, fishbone diagram, cause list, 5 Whys, action plan, scenario checklist, parameters and sources
Free download
RCA Fishbone and 5 Whys Template
Consultation
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If you need team collaboration, mobile data entry, photo uploads, corrective action reminders, or dashboards, view the systemized version.
Organize causes across people, equipment/tools, process/method, materials/information, environment/site, management/system, measurement/data, and external factors, then connect 5 Whys, RPN priority, and action verification into one loop.
RCA
fishbone
5 Whys
Incident review, root cause analysis, corrective and preventive actions
Workbook
Formula
Automatic
Status
Auto
Converts root causes into CAPA actions
Template preview
RCA Fishbone and 5 Whys Template
Organize causes across people, equipment/tools, process/method, materials/information, environment/site, management/system, measurement/data, and external factors, then connect 5 Whys, RPN priority, and action verification into one loop.
Core feature
Built-in 8-category fishbone structure
Core feature
Built-in 5 Whys chain
Core feature
Converts root causes into CAPA actions
Free download
RCA Fishbone and 5 Whys Template
Organize causes across people, equipment/tools, process/method, materials/information, environment/site, management/system, measurement/data, and external factors, then connect 5 Whys, RPN priority, and action verification into one loop.
File
RCA Fishbone and 5 Whys Template.xlsx
File name: safety_management_rca_fishbone_5_whys_template_en.xlsx
Sheets
9 sheets
Use
Incident review, root cause analysis, corrective and preventive actions
Built-in 8-category fishbone structure
Built-in 5 Whys chain
Converts root causes into CAPA actions
Input areas and formula areas are separated. Start by filling the input areas.
Workflow
How to use this template
Fill the input sections in order; formulas and statuses update automatically.
Step 1
Enter basic information
Organize causes across people, equipment/tools, process/method, materials/information, environment/site, management/system, measurement/data, and external factors, then connect 5 Whys, RPN priority, and action verification into one loop.
Step 2
Select or enter risk data
Organize causes across people, equipment/tools, process/method, materials/information, environment/site, management/system, measurement/data, and external factors, then connect 5 Whys, RPN priority, and action verification into one loop.
Step 3
Let formulas calculate status
Organize causes across people, equipment/tools, process/method, materials/information, environment/site, management/system, measurement/data, and external factors, then connect 5 Whys, RPN priority, and action verification into one loop.
Step 4
Plan follow-up by status
Organize causes across people, equipment/tools, process/method, materials/information, environment/site, management/system, measurement/data, and external factors, then connect 5 Whys, RPN priority, and action verification into one loop.
Structure map
How the Excel fields map to a system
Use Excel to stabilize fields and decision rules before deciding what should move into a system.
Excel element
System element
Notes
Excel element
Input fields
System element
Data table
Notes
Keep site records consistent
Excel element
Formula columns
System element
Decision rules
Notes
Reduce manual judgment errors
Excel element
Status colors
System element
Dashboard
Notes
Help teams see priority
Excel element
Action notes
System element
Workflow
Notes
Turn findings into follow-up