CHECK CHECK SHEETSHEET

INTRODUCTIONINTRODUCTION

It is a simple form you can use to collect data in an organized It is a simple form you can use to collect data in an organized manner and easily convert it into readily useful information.manner and easily convert it into readily useful information.

The Checksheet is a simple document that is used for collecting The Checksheet is a simple document that is used for collecting data in real-time and at the location where the data is generated.data in real-time and at the location where the data is generated.

A form for recording data on which the number of occurrences of A form for recording data on which the number of occurrences of an event can be recorded as ticks or checksan event can be recorded as ticks or checks

It includes registering how often different problems occur and It includes registering how often different problems occur and registering the frequency of incidents that are believed to cause registering the frequency of incidents that are believed to cause problems.problems.

USES OF CHECK USES OF CHECK SHEETSHEET

Clearly identify what is being observedClearly identify what is being observed Keep the data collection process as easy as Keep the data collection process as easy as

possiblepossible

Group the dataGroup the data

Be creativeBe creative

ADVANTAGESADVANTAGES

• • Effective way of displaying data Effective way of displaying data

• • Easy to use Easy to use

• • Can identify the root cause of a problem Can identify the root cause of a problem

• • A first step in the construction of other graphical A first step in the construction of other graphical tools tools

• • Provides a structure for uniform data collection Provides a structure for uniform data collection

Check Sheet: When to use itCheck Sheet: When to use it

Use it when data is to be recorded manually, to Use it when data is to be recorded manually, to ensure the data is accurately recorded and is ensure the data is accurately recorded and is easy to use later, either for direct easy to use later, either for direct interpretation or for transcription, interpretation or for transcription,

for example into a computer. for example into a computer.

Use it when the recording involves counting, Use it when the recording involves counting, classifying, checking or locating. classifying, checking or locating.

Use it when it is useful to check each Use it when it is useful to check each measurement as it is recorded, for example measurement as it is recorded, for example that it is within normal bounds. that it is within normal bounds.

Use it when it is useful to see the distribution Use it when it is useful to see the distribution of measures as they are built up.of measures as they are built up.

Simplifying and standardizing manual data recording

How to construct a check sheet:How to construct a check sheet:

Clearly define what events (problem or Clearly define what events (problem or process) are to be recorded. process) are to be recorded.

Define the period for data recording and Define the period for data recording and suitable intervals. suitable intervals.

Design the check sheet to be used during Design the check sheet to be used during data recording, allocating space for data recording, allocating space for recording, and for summarizing within the recording, and for summarizing within the intervals and the entire recording periodintervals and the entire recording period

Develop a check sheet that is easy to Develop a check sheet that is easy to understand. All columns should be clearly understand. All columns should be clearly labeled. labeled.

Perform the data collection during the agreed Perform the data collection during the agreed period, ensuring that everyone understands period, ensuring that everyone understands the tasks and the events to be recorded. the tasks and the events to be recorded.

Train all those involved on gathering data. A Train all those involved on gathering data. A uniform data collection technique is vital. uniform data collection technique is vital.

Plot the information on a check sheet. Plot the information on a check sheet.

CAUSE OF CAUSE OF PURCHASEPURCHASE

WEEK 1WEEK 1 WEEK2WEEK2 TOTAL TOTAL NUMBER OF NUMBER OF OCCURENCEOCCURENCE

Could not find Could not find itemitem

IIIII IIIII IIIII IIIIIII IIIII IIIII II IIIII IIIII IIIII IIIIIIII IIIII IIIII III 3737

NO offer of helpNO offer of help IIIII IIIII IIIIIIIII IIIII IIII IIIII IIIIII I 2020

Item sold outItem sold out IIII IIIIII 55

Item not carried Item not carried IIIIII IIIII IIIIII I 99

Prices too highPrices too high II 11

Line too longLine too long II IIIIII 44

Wrong credit Wrong credit cardscards

IIII IIIII IIIII IIIIIII IIIII II 22

Poor lightingPoor lighting IIII IIIII IIIII IIIIIII IIIII II 1919

No place to sitNo place to sit IIII IIIIIIII 66

TOTAL NO. OF TOTAL NO. OF CAUSES PER CAUSES PER WEEKWEEK

4949 5454 103103

A WORD OFA WORD OF WARNINGWARNING

If the categories of events you are recording in the data If the categories of events you are recording in the data collection period have meticulously defined and collection period have meticulously defined and inserted into a check sheet, other significant inserted into a check sheet, other significant occurrences may be overlookedoccurrences may be overlooked..

One way of reducing this risk is to add a new category One way of reducing this risk is to add a new category termed “other”, in which you can place everything that termed “other”, in which you can place everything that seems prudent to record but does not fit into one of the seems prudent to record but does not fit into one of the other categories.other categories.

Thank youThank you