Corrective Action Report

CORRECTIVE ACTION REPORT
Corrective Action Report No.
0002
Audit Date
December 24, 2021
Employee Name
Betty Moore
Supervisor Name
Angela Mills
Date of offense
December 22, 2021
Employee ID
123456789
Department
Operations - Customer Service
Background of the offense
The support agent did follow the call flow and did not offer or upsell products and warranties.
Reason for the offense
As per the call flow process, after resolving the customer issue, all support agents should upsell products and warranties. The reason why the support agent did follow this is because he or she doesn't understand the process.
Actions that will be taken
The supervisor should coach the agent about the upsell process. The supervisor should re-iterate the importance of following the call flow. The operations manager will send a first warning to the employee.
Auditor
Cathy Torres
Quality Analyst
Item - signature 0
December 24, 2021
About this template

Corrective Action Report is a document or a tool that will help the employees, quality analysts, and supervisors to promote processes that should be followed in order to improve the workflow and prevent confusion. This type of document is sent to the employee who needs attention and coaching from the supervisor in order to fix and mediate the wrongdoings and to streamline the processes of the department.

This Corrective Action Report PDF template shows the action report number, employee details, audit date, offense date, supervisor details, the background of the offense, the reason for the offense, and actions that will be implemented. This PDF template is using the Unique ID widget that allows you to assign a unique corrective action report number that will increment for each submission. This PDF template is also using the Signature tool where the auditor or supervisor can sign in to. This PDF template also uses the Image tool as an additional aesthetic which makes the document more relatable and engaging.

Categories
Details
474 Clone
Created by
JaneRubio
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