Making an operational excellence checklist: first the golden rules then the software ..

From Metaware's knowledge center .
Keywords: checklist operational excellence, workplace inspection, inspection, online, digital, finding, measurement, measured value, calibration, deviation, online form, web form, software form, digital form creation

Clear online, digital checklists save a lot of work afterwards. When successfully creating online checklists, remember the following 10 golden rules:

1. Clear goal
   Make it clear to the user what the goal of operational excellence is and why filling in critical values makes sense . Explain what is expected and what will happen to the checklist. Avoid uselessly completed checklists. You steer for deviations. And of course give the checklist a clear title, possibly specific to the process. 
    
2. Relevant and clear questions / measured values
   Ask clear, simple questions or ask for specific metrics. One thing at a time and keep everything in the operational excellence checklist short and to the point. The questions or measured values are of course relevant to the purpose of the checklist.
    
3. Correct fields
   Apply the appropriate fields, corresponding to the question or the reading. Mark required fields with an *. Multiple choice questions must be crystal clear. Text boxes should allow enough space. Apply date fields as needed.
    
4. KISS: Keep It Simple and Stupid
   Make the checklist short and to the point. Use context-sensitive fields in the checklist so that the filler only sees questions that apply to him . Think of KISS.
    
5. Preliminary explanation
   Provide the explanation in advance. This prevents incorrect completion of the operational excellence checklist. In the explanation, be as concise and clear as possible.
    
6. Flawless
   Checklists must be error-free. To ensure that they are filled in with as little effort as possible and to prevent dropouts. 
    
7. Everyday language
   Use everyday language, with only useful information. Short and readable. Make it scannable.
    
8. Fight for the square millimeter
   Online checklists are increasingly being filled in on mobile devices;  a fight for the square millimeter. Make sure that even with a small input screen, the digital checklist can be filled in easily. Use a checklist with responsive design. 
    
9. After submission
   Make it clear to the user what happens to the checklist and HIS data after submission. Make it clear what the workflow is already in the checklist. 
    
10. Test the checklist
    It is often unclear what problems the user encounters. Therefore, test the digital checklist in advance.

Following the rules the software.
The short video below shows the use of the Infoware form system as a cloud solution for the online checklists and forms. 
For a detailed explanation, check out our Infoware product page, the Infoware demo environment or try it NOW (in 60 seconds ..).
And then immediately apply the golden rules ...