5S + Safety Audit Form - Example
CATEGORY
CRITERIA
Sort
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
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 Use Labels, Lines, labeled and well organized Signs & Colors to Personal drawers, cabinets, desktops, and storage areas are clearly identify Normal vs. marked and/or well organized Abnormal Conditions All items are placed in the proper location Aisleways, workstations, equipment locations are identified 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 Standardize
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
AUDIT PERIOD 1
1
1
1
2
2
2
2
3
3
3
3
4
4
SCORING SYSTEM Scale / # Problems High - 5 or more 3-4 2 1
Rating / Score 0 1 2 3
Low - None
4
SHEET SUMMARY Average Scores
1
2
3
4
Sort
0.0
0.0
0.0
0.0
4
Set in Order Shine Standardize Sustain Total Average Score
0.0 0.0 0.0 0.0 0.0
0.0 0.0 0.0 0.0 0.0
0.0 0.0 0.0 0.0 0.0
0.0 0.0 0.0 0.0 0.0
4
Average Scores Sort Set in Order Shine Standardized Sustain
1
2
3
4
Area Audited: Auditor:
Q1
Q2
Q3
Q4
0 0
0 0
0 0
0 0
0 0 0
0 0 0
0 0 0
0 0 0
5S + Safety Audit Form - Example Sort Through & Discard Unused 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
Resp Primary
Start Date
End Date
Date Closed
Status
Remarks / Comments
5S + Safety Audit Form - Example
RED TAG ISSUE OR PROBLEM:
TAG #
Sort Through & Discard Unused Items 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:
5S + Safety Audit Form - Example
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 26 27 28 29 30
Item Tagged
Reason for Tagging
Notes / Disposition
5S + Safety Audit Form - Example
5S MATURITY LEVEL SUMMARY MATURITY LEVEL
Sort Through & Discard Unused Items
LEVEL 4 Focus on Consistency
LEVEL 3 Make It Visual
SORT Employees are continually seeking improvement opportunities. #DIV/0!
A dependable documented method has been established to maintain a work area free of unnecessary items. #DIV/0!
All unnecessary items have been removed from the work area.
A dependable and documented method has been established to recognize, with a visual sweep, if items are out of place or exceed quantity limits.
#DIV/0!
LEVEL 2 Focus on Basics
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
#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!
#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!
#DIV/0!
Checklists exist showing that employees follow through on 5S schedules.
Workplace method improvements are being incorporated and documented.
Workplace areas are dirty and disorganized. #DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
IMPROVEMENT INITIATIVES
SUSTAIN Employees maintain consistent standards in compliance with the 5S program.
Workplace method improvements are visible and understood by all employees.
Workplace areas are cleaned on a regularly scheduled basis.
Tools, supplies, books and materials are randomly located.
STANDARDIZE Employees are continually seeking the elimination of waste, all changes are documented and information is shared with employees.
#DIV/0!
#DIV/0!
#DIV/0!
#DIV/0!
5S schedules detailing tasks and responsibilities are developed and utilized.
A designated location has been established for all items.
Necessary and unnecessary items are mixed together in the work area.
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.
5S schedules detailing tasks and responsibilities are understood and practiced.
Designated locations are marked to make organization more visible.
Necessary and un-necessary items are separated.
LEVEL 1 Just Beginning
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!
Minimal attention is spent on housekeeping. #DIV/0!
#DIV/0!
5S + Safety Audit Form - Example
Trend Data
scard Unused Items
Period 1 2 3 4
Goal
Rating 0.0 0.0 0.0 0.0
Fill in your goals for each period
5S + Safety Audit Form - Example
hrough & Discard Unused Items Office 5S
Sort
4.0 3.5 3.0 2.5 2.0 1.5 1.0 0.5 0.0
Standardize
Set in Order
1.0
Shine
Average Rating
Sustain
5S Perfromance
0.5
0.0 1
2
3
Period Goal
Current Average Score
0.00
Rating
4
5S + Safety Audit Form - Example Sort Through & Discard Unused Items Office 5S
Standardize
Sort
5S + Safety FY05 Perfromance Trend Set in Order 1.0
Shine
Average Rating
Sustain
4.0 3.5 3.0 2.5 2.0 1.5 1.0 0.5 0.0
0.5
0.0 1
2
3
Period Goal
Current Average Score
0.00
Rating
4
5S + Safety Audit Form - Example Sort Through & Discard Unused Items Office 5S
Standardize
Sort
5S + Safety FY05 Perfromance Trend Set in Order 1.0
Shine
Average Rating
Sustain
4.0 3.5 3.0 2.5 2.0 1.5 1.0 0.5 0.0
0.5
0.0 1
2
3
Period Goal
Current Average Score
0.00
Rating
4
5S + Safety Audit Form - Example
Sort Through & Discard Unused Items Office 5S
Standardize
Sort
5S + Safety FY05 Perfromance Trend Set in Order
1.0
Shine
Average Rating
Sustain
4.0 3.5 3.0 2.5 2.0 1.5 1.0 0.5 0.0
0.5
0.0 1
2
3
Period Goal
Current Average Score
Rating
0.00
4