How many types of checklists are there and how do they help my company?

Today we want to focus on checklists: what are they, what types are there and how can they help your company. Therefore, we will be providing you with relevant information on this topic, which will be of vital importance to your organization.

What Is a Checklist?

First, we are going to clarify the definition of this word so that we are all on the same page. A checklist is a set of questions related to quality management systems and the documentation processes of the company concerned.

Basically, it is a control method that allows you to keep track of various tasks, behaviors and activities that are done within the company and whose objective is to achieve a result in a systematic way.

One of its main advantages is that, in addition to systematizing the activities that are carried out, they subsequently serve as a record of the activities undertaken and can be reviewed at any time.

Types of Checklists

There is not a single prototype of a checklist – there are several – and all those offered by Full Audits are of the highest quality. Choosing one or the other will depend on the needs of the company. Thus, we will define the different types of checklists so that you can choose the most appropriate one.

Coordination

This type of checklist provides focus for a set of activities, as it is used to manage projects in a large team.

Troubleshooting

With this checklist of disciplines, you will be able to verify if the established tasks are fulfilled within a determined period.

Verification of stages

This type of checklist is the most conventional. It is used, basically, to sort out a set of stages in order to fulfill a task efficiently.

Tasks

As the name says, this checklist sorts out the tasks that must be accomplished. It can be created for a single sector of the company or for various teams.

Proper Use of Checklists

Making a checklist – also called “verification list” in Spanish – in Full Audits is very simple. But in order to achieve successful results, the tools available must be used to the fullest.

Everything must be well documented, simplified and organized in such a way that the information reflected in the checklist can be understood by any worker who is part of the company, regardless of the sector.

What Can Be Verified with a Checklist?

What checklists propose is a systematic organization to ensure that everything is being done by the book and that nothing is overlooked. This includes all members of the company and all the sectors that make it up, so that everyone is aware of everything.

How To Create a Checklist?

To create a checklist that gives you optimal results you can follow the next steps:

  • Define what you are going to verify before starting the process
  • Establish at which times and how often it will be used
  • Create the stages in which the checklist will be applied
  • Determine who will carry out the check-up
  • Conduct a pilot test to ensure that everything works well or whether there is something to improve.

What are the Benefits of Using a Checklist for Your Company?

We are going to give you an organized list of everything we named throughout this text, so that you can have a small summary of all the benefits offered by checklists:

  • They increase productivity
  • They cooperate with the motivation of employees
  • They boost creativity
  • They help to keep things organized
  • They facilitate task delegation
  • They contribute to the minimization of errors
  • They extract data in an orderly and simple way
  • They provide objectivity in the results
  • They enable the use of the same template at different times to compare with previous audits.

Examples of Where to Use a Checklist

Checklists can be used by all types of companies, whether small, medium, or large. For example, using a checklist in a food factory can help to control the products that have just rolled off the production line.

With this checklist you can verify the aspects of the inspected product by identifying the product by its code. This way, in the future, the results of the inspection can be checked and compared with the current ones.

Another example we can think of – is a tool manufacturing company. With the checklist you can inspect from the trifles to the fundamental issues for the correct operation of the tool, given that it could cause unwanted accidents.

Do You Want to Take Your Company to the Next Level?

Full Audits is a software that has everything you need for your company to make the change that you are waiting for, since it creates action plans for you to visualize all those matters that are working well and those that need to be optimized.

At Full Audits we can help you achieve great management of your company by using all kinds of checklists. You can see the ones we have available for you in our checklists library and download a PDF for free.

If you need more information do not hesitate to visit our website, where you will find everything you need to know about us and the services we provide. We will be happy to help you solve your problems!

Our system makes it possible to standardize operations and it creates reports with the data collected, thus helping the staff to identify which areas of the company are failing or need a change.

With our system, the whole team will be able to be in direct and permanent contact, be aware of each process and to improve the invested time to the maximum. In addition, the tasks will be completely organized, and this will be reflected in a high performance of the company.

You can also set up a demo if you wish, where you will learn how to schedule, assign and execute audits, create or migrate your own custom checklists, create issues, organize structures and much more!

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FAQs Full Audits

Full Audits has two platforms, the WEB allows the User to perform complex configurations  such as configuring users, stores organization, customizing forms, executing desktop audits, viewing reports and analytics. The MOBILE platform is separated to be able to work OFFLINE, allowing Users to continue working even without having a Wi-Fi signal or mobile connection.

Yes. We have a YouTube channel with the explanation of each of the sections of the App and its possible uses. https://www.youtube.com/channel/UCKY959rrtOIZQ5jBAxoCJJA

The same access information is used for both platforms. To access the WEB platform you must enter www.fullaudits.com and click on “Login”, where you will load your username and password. To access the Mobile platform you must download it from Google Play: https://play.google.com/store/apps/details?id=com.fullaudits.app&hl=es_419&gl=US.

At Full Audits we take the security and confidentiality of information as a very important issue. First of all, the Client always has the possibility to download the information to his computer. If you require information in database format to be able to migrate to another system, it will be delivered within a period of between 1 to 30 days from the request in the database format used by Full Audits. In the event that the Client does not make a request for information, the information will be deleted from our servers within a period of 90 days.

Our service is in the Cloud. The information is stored in Google Cloud (United States), recognized worldwide for its Quality and Security in the service (They have global clients such as Spotify, Snapchat, HSBC, SonyMusic, Mercado Libre, Almundo, Philips, Coca-Cola, among others), Google Cloud has ISO 27001 certification, among other certifications that can be verified at this link: https://cloud.google.com/security/compliance/

Recommended hardware: The system can be used through: Computers (desktop or laptop): You need internet access through the following browsers: Google Chrome (v33 or higher), Mozilla Firefox (v29 or higher), Internet Explorer (v12 or higher) or Safari (v7.1 or higher) Smartphones and Tablets (Android – IOS version in development): Android version 6.0 or higher. 2Gb RAM memory or higher, 1.4GHz processor or higher. 4-inch screen or higher.

At this moment we only have the Android version available. We are working on delivering a new version for iOS as soon as possible.

Yes. It can be used on any Android device.

You can use the Mobile APP since it works OFFLINE. Connection is needed only to upload a completed inspection. To use the WEB APP you need an internet connection since it works in a browser.

You will be able to attach images, take photos and edit them, record videos, attach files (PDF, Excel, Word, etc).

Forms or Checklists are templates that you can create and configure to measure in the “Forms / Checklists” section. The Audits will be executed based on those pre-loaded forms.

The platform will allow you to create questionnaires and custom forms, configuring the types of response for each item or question. You will be able to load as many forms as you want and of all kinds of Norm that adapts to our Forms format.

Yes. With the Super Administrator User from the Users section you can set up Teams and configure access permissions, being able to restrict or limit the information that each User can create, view and / or edit.

English, Spanish and Portuguese.

We have a Business Intelligence module. You will be able to analyze statistical data of all the information that you generate in the System, both Audits and Incidents (Non-compliants), filtering by dates, users, statuses and more. You can export the reports to spreadsheets, excel, CVS.

Yes. By extracting CSV files.

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