PLS Office 5S + Safety Audit Form - Draft

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

AUDIT PERIOD
1

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

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

Use Labels, Lines,

Signs & Colors to
identify Normal vs.
Abnormal Conditions

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

SCORING SYSTEM
Scale / # Problems
High - 5 or more
3-4
2
1

Rating / Score
0
1
2
3

Low - None

SHEET SUMMARY
Average Scores

Sort

0.0

0.0

0.0

0.0

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

Average Scores
Sort
Set in Order
Shine
Standardized
Sustain

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

Office 5S A
There are

open action items

Objective :

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

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!

Workplace areas are cleaned

on a regularly scheduled basis.
#DIV/0!

Tools, supplies, books and

materials are randomly
located.
#DIV/0!

#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!

Workplace areas are dirty and

disorganized.
#DIV/0!

#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!

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!

#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

5S Perfromance

2.0
1.5

Sustain

Set in Order

1.0

1.0

0.5

Standardize

Average Rating

0.0

Shine

0.5

0.0
1

Period
Goal

Current Average Score

0.00

Rating

Office 5S
Sort

Standardize

5S + Safety
FY05 Perfromance Trend
Set in Order
1.0

Average Rating

Sustain

4.0
3.5
3.0
2.5
2.0
1.5
1.0
0.5
0.0

Shine

0.5

0.0
1

Period
Goal

Current Average Score

0.00

Rating

Office 5S
Sort

Standardize

5S + Safety
FY05 Perfromance Trend
Set in Order
1.0

Average Rating

Sustain

4.0
3.5
3.0
2.5
2.0
1.5
1.0
0.5
0.0

Shine

0.5

0.0
1

Period
Goal

Current Average Score

0.00

Rating

Office 5S
Sort

Standardize

5S + Safety
FY05 Perfromance Trend
Set in Order

1.0

Average Rating

Sustain

4.0
3.5
3.0
2.5
2.0
1.5
1.0
0.5
0.0

Shine

0.5

0.0
1

Period
Goal

Current Average Score

0.00

Rating