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Checklists management

The Action Plan system audit module provides advanced configuration options for checklists. The graphic below shows a fragment of the checklist edit form.

Checklist edit form

Form header​

At the top of the form are the basic parameters of the checklist, as well as 3 global switches to set certain requirements for all questions.

  • Name - text specifying the application of the checklist, e.g. "Production audit".
  • Organizational Cell - where the checklist is assigned in the structure of the organization. The checklist will be available only in the selected organizational unit and all its subordinate units.
  • Audit Type - a selection list specifying what type of audit the list applies to. The selection of the type enables subsequent filtering and determines the allowed categories of audit questions.
  • Grading Scale - the system includes both general rating scales and those related to specific types of audits:
    • Binary - NO (0%), YES (100%)
    • Half - 0%, 50%, 100%
    • Quadrant - 0%, 25%, 50%, 75%, 100%
    • ISO - Minor noncomformity (0%), Major noncomformity (0%), YES (100%)
    • VDA 6.3 - 0 (0%), 4 (40%), 6 (60%), 8 (80%), 10 (100%)
  • Photo Required - setting the obligation to add a photo for discrepancies for all questions from the list.
  • Reccomendation Allowed - setting the possibility of answering Recommendation for all questions from the list.
  • N/A Allowed - setting the possibility of answering N/A for all questions from the list.

List of questions​

Below the header is a section with a list of questions. The list of questions can be expanded by adding new ones, narrowed down by removing existing ones, and you can also change the order of questions using the drag'n'drop function "grabbing" the hamburger icon on the left side of each section.

tip

The number of questions is not limited, but due to the usability of the system, it is suggested to define lists containing at most 100 questions.

Each question contains the following parameters:

  • Number - determined automatically based on the order of questions in the form.
  • Layers - assigning a question to a given LPA audit layer by selecting checkboxes under the text "Lay." Only questions related to a given layer will be included in the audit questionnaire of a specific level. You can read more about LPA audits here.
  • Language versions of questions - jAs the application is multilingual, each Question and Tip for the Auditor can be entered in more than 1 language. As a result, the system will assign the appropriate version of the question depending on the language of the auditor selected in account settings.
  • Category - depending on the audit type, each question is assigned to a category.
  • Weight - by default, each question is equally important (weight x1), but it is possible to increase its weight up to ten times (weight x10).
  • Photo Required - setting the obligation to add a photo to the non-compliance.
  • Reccomendation Allowed - setting the possibility of answering Recommendation.
  • N/A Allowed - setting the possibility of answering N/A.

Audit questions categories​

Dla następujących typów audytów możliwe jest ustawienie specyficznych kategorii pytań:

  • 5S/6S audits:
    • Sort
    • Set in order
    • Shine
    • Standarize
    • Self-discipline
    • Safety
  • ISO Audits:
    • Organization context
    • Leadership
    • Planning
    • Support
    • Operations
    • Performance
    • Improvement
  • VDA 6.3 audits:
    • Potential analysis
    • Project management
    • Planning of the product and process development
    • Implementation of product and process development
    • Supplier management
    • Process analysis production
    • Customer care, satisfaction and service

In other types, questions are assigned to the General category

You can read more about 5S audits here, and about ISO audits here.