PLS Office 5S + Safety Audit Form - Draft

CATEGORY
Sort

CRITERIA

AUDIT PERIOD
1 2 3 4

SCORING SYSTEM
Scale / # Problems High - 5 or more 3-4 2 1 Low - None Rating / Score 0 1 2 3 4

Distinguish between what is needed and not needed Procedures are established to identify unnecessary items Unneeded equip., storage, furniture, etc. exist Sort Through & Unneeded items on walls / bulletin boards, etc. exist Discard Unused Items Aisles, stairways, corners etc. are free of items Unneeded inventory, supplies, parts, or materials exist (drawers / cabinets / work surfaces / storage areas) Set in Order Use Labels, Lines, Signs & Colors to identify Normal vs. Abnormal Conditions A place for everything and everything in its place All items have a specific location Shared drawers, cabinets, work surfaces, and storage areas are clearly labeled and well organized Personal drawers, cabinets, desktops, and storage areas are clearly marked and/or well organized All items are placed in the proper location Aisleways, workstations, equipment locations are identified

SHEET SUMMARY Average Scores Sort Set in Order Shine Standardize Sustain Total Average Score

1 0.0 0.0 0.0 0.0 0.0 0.0

2 0.0 0.0 0.0 0.0 0.0 0.0

3 0.0 0.0 0.0 0.0 0.0 0.0

4 0.0 0.0 0.0 0.0 0.0 0.0

Shine Routine discipline maintaining a clean and organized workplace Equipment, computers, work surfaces, and storage areas are clean Cleaning is a Method of Garbage and recyclables are collected and disposed correctly Inspection, Look for E-mails and paper are filed daily Hidden Defects Shared areas are cleaned and maintained regularly Preventing the area from having abnormal operating conditions Specific cleaning and organizing tasks have been developed and assigned for the work area Standardize the Rules Staff is trained and fully understands 5S procedures to Make 5S a Habit 5S standards are clearly displayed Visual management tools identify if work is complete Sustain Sustaining plans are developed to ensure accountability Comments Stick to the rules (self-discipline) Everyone is involved in the improvement activities Standardized cleaning and work procedures are followed 5S documentation and instructions are current 5S audits occur regularly Standardize

Average Scores Sort Set in Order Shine Standardized Sustain

Q1 0 0 0 0 0

Q2 0 0 0 0 0

Q3 0 0 0 0 0

Q4 0 0 0 0 0

Area Audited: Auditor:

Office 5S A
There are
Objective :

open action items

Code: A- Action; R - Recommendation; S - Statement Status: O - Open; C - Complete Item Current Code Description # Date 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20

Office 5S Action Plan

Resp Primary

Start Date

End Date

Date Closed

Status

Remarks / Comments

RED TAG
ISSUE OR PROBLEM: TAG #

ACTION NEEDED (circle one and note comments if necessary): 1: Throw Away 2: Organize 3: Improve 4: Resolve 5: Other

DATE OF TAG:

CATEGORY (if appropriate):

DATE OF COMPLETION:

TAGGED BY:

ASSIGNED TO:

REVIEWED BY:

ACTION TAKEN:

RED TAG
ISSUE OR PROBLEM: TAG #

ACTION NEEDED (circle one and note comments if necessary): 1: Throw Away 2: Organize 3: Improve 4: Resolve 5: Other

DATE OF TAG:

CATEGORY (if appropriate):

DATE OF COMPLETION:

TAGGED BY:

ASSIGNED TO:

REVIEWED BY:

ACTION TAKEN:

RED TAG ITEMS LOG

Tag Number
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25

Item Tagged

Reason for Tagging

Notes / Disposition

5S MATURITY LEVE
MATURITY LEVEL LEVEL 5 Focus on Prevention SORT Employees are continually seeking improvement opportunities.
#DIV/0!

SET IN ORDER Anyone can walk into the work area and easily locate items. Abnormal conditions are visually obvious and corrective action measures are in place.

#DIV/0!

SHINE Area employees have devised a dependable and documented method of preventive cleaning and maintenance. Work area cleanliness and organization are a way of life.

#DIV/0!

LEVEL 4 Focus on Consistency

A dependable documented method has been established to maintain a work area free of unnecessary items.
#DIV/0!

A dependable and documented method has been established to recognize, with a visual sweep, if items are out of place or exceed quantity limits.

5S schedules detailing tasks and responsibilities are understood and practiced.

#DIV/0! #DIV/0!

LEVEL 3 Make It Visual

All unnecessary items have been removed from the work area.
#DIV/0!

Designated locations are marked to make organization more visible.

#DIV/0!

5S schedules detailing tasks and responsibilities are developed and utilized.

#DIV/0!

Necessary and un-necessary items are separated. LEVEL 2 Focus on Basics

#DIV/0!

A designated location has been established for all items.

#DIV/0!

Workplace areas are cleaned on a regularly scheduled basis.

#DIV/0!

LEVEL 1 Just Beginning

Necessary and unnecessary items are mixed together in the work area.
#DIV/0!

Tools, supplies, books and materials are randomly located.

#DIV/0!

Workplace areas are dirty and disorganized.

#DIV/0!

ATURITY LEVEL SUMMARY

STANDARDIZE Employees are continually seeking the elimination of waste, all changes are documented and information is shared with employees. SUSTAIN Employees maintain consistent standards in compliance with the 5S program.
#DIV/0! #DIV/0!

Workplace method improvements are visible and understood by all employees.

#DIV/0!

Checklists exist showing that employees follow through on 5S schedules.

#DIV/0!

Workplace method improvements are being incorporated and documented.

#DIV/0!

5S schedules detailing tasks and responsibilities have been developed and are utilized.
#DIV/0!

Workplace methods are being improved, but changes have not been documented.
#DIV/0!

A recognized effort has been made to improve the condition of the work environment.
#DIV/0!

No attempt is being made to document or improve current processes.

#DIV/0!

Minimal attention is spent on housekeeping.

#DIV/0!

ARY
IMPROVEMENT INITIATIVES

Trend Data
Period 1 2 3 4 Goal Rating 0.0 0.0 0.0 0.0

Fill in your goals for each period

Office 5S
Sort

4.0 3.5 3.0

2.5
2.0
Sustain

5S Perfromance
Set in Order

1.5 1.0 0.5

1.0

Average Rating
Shine

0.0

0.5

Standardize

0.0 1 2 3 4

Period
Goal Rating

Current Average Score

0.00

Office 5S
Sort

Sustain

Average Rating

4.0 3.5 3.0 2.5 2.0 1.5 1.0 0.5 0.0

5S + Safety FY05 Perfromance Trend

Set in Order
1.0

0.5

Standardize

Shine

0.0 1 2 3 4

Period
Goal Rating

Current Average Score

0.00

Office 5S
Sort

Sustain

Average Rating

4.0 3.5 3.0 2.5 2.0 1.5 1.0 0.5 0.0

5S + Safety FY05 Perfromance Trend

Set in Order
1.0

0.5

Standardize

Shine

0.0 1 2 3 4

Period
Goal Rating

Current Average Score

0.00

Office 5S
Sort

Sustain

Average Rating

4.0 3.5 3.0 2.5 2.0 1.5 1.0 0.5 0.0

5S + Safety FY05 Perfromance Trend

Set in Order

1.0

0.5

Standardize

Shine

0.0 1 2 3 4

Period
Goal Rating

Current Average Score

0.00