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Welcome Case Study Map
Main Topics

Solve Problems

Focus on the User

Build Teams

Manage the Process

Focus on the User Concepts

Record Observations

Build Consensus

Collect and Analyze Data

Tools for Direct Observation

User Survey

Checklist

Focus Group

Moment of Truth Analysis

Client Flow Analysis

Supervision

  

Checklist

When to use it?

When you are trying to analyze a problem, or when you are trying to find out if a problem has a solution. A checklist can be used also to check for the consistency of a process on the basis of a flowchart.

How to use it:

  1. Review the steps of the process that you want to observe.

  2. Select the critical steps of the process.

  3. Make a list of questions to check if the steps are performed. These questions should be "closed," that is, able to be answered only by "yes" or "no".

  4. Perform the observations and collect the data.


Example of a checklist:
Date:

Hour:

Place:
Name of Provider:
Profession:
Patient's Clinical File #:
Did you take the patient's temperature?YesNo
Did you weigh the patient?YesNo
Did you take the patient's blood pressure?YesNo
Did you take the patient's blood pulse?YesNo

         
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