The Check Sheet is a simple document that is used for collecting data in real time and at the location where the data is generated. It is a form designed for collecting and analysing desired information, and a Quality Tool that can be used in a variety of scenarios. E.g. as part of Continuous Improvement activities or a 8D Problem Solving exercise. It is sometimes also called a tally sheet and is one of the seven basic tools of quality control.

When to use Check Sheets

  • Data can be observed and collected repeatedly by either the same person or at the same location.
  • When needed to collect data on frequency and identifying patterns of events, problems, defects, and defect location, and for identifying defect causes.
  • When collecting data from a manufacturing process.

Basic Types of Check Sheets

There are many types of check sheets that can be designed to collect any data that is needed for further analysis. The five basic types of Check Sheets as listed below.

Process Check Sheet: These check sheets are used to create frequency distribution tally sheets used to construct histograms. A measurement scale is divided into intervals, and measurements are indicated by checking an appropriate interval.

Defect Check Sheet: For this check sheet defects or failure modes are listed and their frequency is recorded.

Defect Location Check Sheet: This Check Sheet is a drawing, photo or render of a product, where defect locations are marked on the sheet. Typically an area will have a concentration of marks, which is valuable information when doing the root cause analysis.

Check List: The items to be performed as part of a task are listed, so that when each is accomplished, it can be indicated as having been completed.

Stratification Check Sheet: Is used to classify defects into categories for additional information. Just knowing you had 82 defects in total does not provide much information to work with, but if you know how many you have on each shift, from which process step or on which variant, it would be very useful for identifying the root cause.

Advantage of using Check Sheets

It is a simple and effective way to collect and display data, and is a good first step in understanding the nature of the problem. It also helps distinguish opinions from facts in problem solving activities.

If you are interested in Check Sheets and data analysis, then our 8D Problem Solving Training might be interesting for you. The 8D Training is a detailed training on how to effectively solve problems and prevent them from reoccurring, and cover the use of Check Sheet as part of the training.

Alternatively you can continue to our quality training page for an overview of the training we provide.

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Check Sheet