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Checklist
What is it?
A checklist is a tool you can use to systematically observe a process, using a list of closed-ended questions.
Who uses it?
The team, the manager.
Why use it?
To ensure that different types of service providers in your organization are complying with the stated standards of treatment.
When to use it?
When you are trying to analyze a problem, or when you are trying to find out if a solution to a problem has been implemented. A checklist also can be used to check the consistency of a process on the basis of a flowchart.
How to use it:
- Review the steps of the process that you want to observe.
- Select the critical steps of the process.
- Make a list of questions for checking if the steps are performed. These questions should be "closed," that is, able to be answered only by "yes" or "no."
- Perform the observations and collect the data.
Example of a checklist:
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Date: |
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Hour: |
| Place: |
| Name of Provider: |
| Profession: |
| Patient's Clinical File #: |
| Did you take the patient's temperature? | Yes | No |
| Did you weigh the patient? | Yes | No |
| Did you take the patient's blood pressure? | Yes | No |
| Did you take the patient's blood
pulse? | Yes | No |
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Case Study
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