Check sheet

A check sheet is a form (document) used to collect data in real time at the location where the data is generated. The data it captures can be quantitative or qualitative. When the information is quantitative, the check sheet is sometimes called a tally sheet.
The check sheet is one of the so-called Seven Basic Tools of Quality Control.
The defining characteristic of a check sheet is that data are recorded by making marks ("checks") on it. A typical check sheet is divided into regions, and marks made in different regions have different significance. Data are read by observing the location and number of marks on the sheet.
Check sheets typically employ a heading that answers the Five Ws:
Kaoru Ishikawa identified five uses for check sheets in quality control:
When assessing the probability distribution of a process one can record all process data and then wait to construct a frequency distribution at a later time. However, a check sheet can be used to construct the frequency distribution as the process is being observed.
This type of check sheet consists of the following:
Note that the extremes in process observations must be accurately predicted in advance of constructing the check sheet.
When the process distribution is ready to be assessed, the assessor fills out the check sheet's heading and actively observes the process. Each time the process generates an output, he or she measures (or otherwise assesses) the output, determines the bin in which the measurement falls, and adds to that bin's check marks.
When the observation period has concluded, the assessor should examine it as follows:
If there is evidence of non-normality or if the process is producing significant output near or beyond the specification limits, a process improvement effort to remove special-cause variation should be undertaken.
When a process has been identified as a candidate for improvement, it's important to know what types of defects occur in its outputs and their relative frequencies. This information serves as a guide for investigating and removing the sources of defects, starting with the most frequently occurring.
This type of check sheet consists of the following:
Note that the defect categories and how process outputs are to be placed into these categories must be agreed to and spelled out in advance of constructing the check sheet. Additionally, rules for recording the presence of defects of different types when observed for the same process output must be set down.
When the process distribution is ready to be assessed, the assessor fills out the check sheet's heading and actively observes the process. Each time the process generates an output, he or she assesses the output for defects using the agreed-upon methods, determines the category in which the defect falls, and adds to that category's check marks. If no defects are found for a process output, no check mark is made.
When the observation period has concluded, the assessor should generate a Pareto chart from the resulting data. This chart then determines the order in which the process is to be investigated and sources of variation that lead to defects removed.
When process outputs are objects for which defects may be observed in varying locations (for example bubbles in laminated products or voids in castings), a defect concentration diagram is invaluable.Note that while most check sheet types aggregate observations from many process outputs, typically one defect location check sheet is used per process output.
This type of check sheet consists of the following:
When the process distribution is ready to be assessed, the assessor fills out the check sheet's heading and actively observes the process. Each time the process generates an output, he or she assesses the output for defects and marks the section of each view where each is found. If no defects are found for a process output, no check mark is made.
When the observation period has concluded, the assessor should reexamine each check sheet and form a composite of the defect locations. Using his or her knowledge of the process in conjunction with the locations should reveal the source or sources of variation that produce the defects.
When a process has been identified as a candidate for improvement, effort may be required to try to identify the source of the defects by cause.
This type of check sheet consists of the following:
Note that the defect categories and how process outputs are to be placed into these categories must be agreed to and spelled out in advance of constructing the check sheet. Additionally, rules for recording the presence of defects of different types when observed for the same process output must be set down.
When the process distribution is ready to be assessed, the assessor fills out the check sheet's heading. For each combination of suspected causes, the assessor actively observes the process. Each time the process generates an output, he or she assesses the output for defects using the agreed-upon methods, determines the category in which the defect falls, and adds the symbol corresponding to that defect category to the cell in the grid corresponding to the combination of suspected causes. If no defects are found for a process output, no symbol is entered.
When the observation period has concluded, the combinations of suspect causes with the most symbols should be investigated for the sources of variation that produce the defects of the type noted.
Optionally, the cause-and-effect diagram may be used to provide a similar diagnostic. The assessor simply places a check mark next to the "twig" on the branch of the diagram corresponding to the suspected cause when he or she observes a defect.
While the check sheets discussed above are all for capturing and categorizing observations, the checklist is intended as a mistake-proofing aid when carrying out multi-step procedures, particularly during the checking and finishing of process outputs.
This type of check sheet consists of the following:
Notations should be made in the order that the subtasks are actually completed.
Check sheets are not limited to those described above. Users should employ their imaginations to design check sheets tailored to the circumstances.