3 steps to the optimal checklist

Anne Brendel
Senior Content Manager
08th May 2020 | 3 min
How do I create the optimal checklist? Have you ever asked yourself this question to take your documentation in production, quality inspection or maintenance to the next level? After all, process flows of manufacturing companies are based on a comprehensible and standardized process documentation. In this article, we present three steps with which you can easily optimize your checklists.
1. End static and paper-based checklists
Creating checklists in Word, Excel and PowerPoint, printing them out and then checking them by hand on the shop floor causes high efforts. In order to forward the reports and protocols, the completed documents must be scanned again. Searching in confusing folders and accidentally accessing an outdated document version in paper form is part of the existing problems.

With a checklist software, you can digitally map a standard and also reduce the effort in creating, providing and archiving documents. Workers access the required checklist directly at the machine via QR scan. In addition, the automatic update function means that all employees and departments always have the latest version immediately available. This ensures that all employees perform the work steps based on one process standard. Thus, the interactive process control increases process reliability and gives the opportunity of systematic data evaluation.

2. Guide employees interactively through the process
When creating optimal checklists in a software application, checkpoints should be easy to understand for each employee and also enable evaluations. Workers should be able to use the checklist mobile on the shopfloor. Image guidance with additional graphic elements such as numbers, arrows and labels helps here. Each step is checked off individually by the worker. Automatic updates ensure that the current process status can be viewed at any time.
3. Assign findings and derive improvements
Systematically evaluating the findings is the basis for a continuous improvement process. With software-based process documentation using optimal checklists, any errors that occur can be documented and forwarded directly by workers using the image and video function, and thus be eliminated more quickly. With the text return function, workers can also comment on intermediate process steps to which they can react immediately. This function provides decisive insights into the various processes. Any findings can be assigned to causes. As part of CIP, they are eliminated in the long term.

Would you like to go deeper into the topic? Download our free E-Paper “Checklist 4.0” now!

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