8D Problem Solving

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8D Problem Solving

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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:

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

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

8D Problem Solving Methodology Steps

Your 8D report documents the below steps.

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1. Team approach
2. Describe the Problem
3. Containment Action
4. Root Cause Verification
5. Implement Corrective Action
6. Verify Corrective Action
7. Prevent Recurrence
8. Congratulate the Team

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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.

Describe the Problem

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.

Containment Action

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

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 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

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?

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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

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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

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 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.

Congratulate the Team

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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