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RCA Fishbone and 5 Whys Template

Consultation

Want to turn this safety workflow into a system?

If you want to move fields, approvals, reminders, and dashboards into a web system, we can shape it around your site workflow.

Contact us Download Excel template View the safety management collection

We can also tune the columns to match your current Excel file.

Guide analysis across people, machine, material, method, and environment, then connect a 5 Whys chain to root causes and actions.

RCA fishbone 5 Whys Incident review, root cause analysis, corrective and preventive actions

Sheets

5

Fishbone categories, 5 Whys chain, root cause, corrective action

Workbook

Formula

Automatic

Status

Auto

Converts root causes into CAPA actions

Template preview

RCA Fishbone and 5 Whys Template

Guide analysis across people, machine, material, method, and environment, then connect a 5 Whys chain to root causes and actions.

Core feature Built-in 5M+E analysis structure

Core feature Built-in 5 Whys chain

Core feature Converts root causes into CAPA actions

Free download

RCA Fishbone and 5 Whys Template

Guide analysis across people, machine, material, method, and environment, then connect a 5 Whys chain to root causes and actions.

File

safety_management_rca_fishbone_5_whys_template_en.xlsx

Sheets

5 sheets

Use

Incident review, root cause analysis, corrective and preventive actions

Built-in 5M+E analysis structure

Built-in 5 Whys chain

Converts root causes into CAPA actions

Download Excel template

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

Guide analysis across people, machine, material, method, and environment, then connect a 5 Whys chain to root causes and actions.

Step 2

Select or enter risk data

Guide analysis across people, machine, material, method, and environment, then connect a 5 Whys chain to root causes and actions.

Step 3

Let formulas calculate status

Guide analysis across people, machine, material, method, and environment, then connect a 5 Whys chain to root causes and actions.

Step 4

Plan follow-up by status

Guide analysis across people, machine, material, method, and environment, then connect a 5 Whys chain to root causes and actions.

Fit boundary

When Excel is enough, and when to systemize

Safety workflows can start in a template. Consider a system when approvals, mobile photos, notifications, and audit trails become important.

Start in Excel

Align a small team quickly

For one site, limited records, and weekly updates, Excel can establish the standard.

Partial system

Lighten reminders and dashboards

For mobile access, automatic reminders, or cross-team sharing, systemize the busiest pieces first.

Full system

Approvals, notifications, audit trail

Multi-site approvals, role separation, and long-term audit trails need a system-first design.

FAQ

FAQ

Common checks before adopting the template.

Are formulas included?

Yes. Key decisions are placed in formula columns to reduce manual calculation.

Are dropdowns included?

Yes. Status, type, and check fields use data validation where practical.

Can it be adjusted to company rules?

Yes. Thresholds and options are kept on the settings sheet.