Checklist Editing & Customization

The Area Detail page shows the current checklist definition. Items are grouped by S-pillar tabs (Sort / Set in Order / Shine / Standardize / Sustain). Each item displays its text, response type, photo mode, critical flag, and sort order.

• Items are grouped by the 5 S-pillar tabs -- click a tab to view items in that pillar
• Each item shows: item text, response type badge, photo mode icon, critical flag, and sort order

The 5S methodology organizes items into five pillars. Each pillar focuses on a different aspect of workplace organization. The tab header shows the pillar name and the number of items in that pillar.

Sort (Seiri)

Are only necessary items present in the work area? Remove clutter, unused tools, and excess materials.

Set in Order (Seiton)

Is everything in its designated place, labeled, and easy to find? A place for everything, everything in its place.

Shine (Seiso)

Is the work area clean, well-maintained, and free of hazards? Clean to inspect, inspect to detect.

Standardize (Seiketsu)

Are there visual standards, labels, and SOPs visible and followed? Make the right way obvious.

Sustain (Shitsuke)

Is the 5S discipline maintained through habits, audits, and accountability? Build the culture.

Click "Add Item" within any pillar tab to create a new checklist item. The Add Item modal lets you configure the item text, response type, photo mode, and critical flag.

• Enter the item text (e.g., "All tools returned to shadow board after use")
• Select the response type from the dropdown (default: Compliance)
• Set the photo mode (Off / Optional / Required) and critical flag toggle
• Optionally click "AI Suggest" for auto-generated item suggestions based on your industry

Each checklist item has a response type that determines how operators answer and how scoring is calculated. Choose the type that best fits what you are measuring.

Compliance

Uses the system's scoring mode (YesNo / ThreePoint / FivePoint). Operators answer "Yes/No" or rate on a scale. This is the most common type and should be used for most checklist items.

Numeric

Operator enters a decimal number (e.g., temperature, pressure). Configure: label, unit, min value (LSL), and max value (USL). Passes if value is within [min, max]. No limits configured means the item always passes.

Condition

Operator picks from 2-5 predefined options (e.g., "Good / Fair / Poor"). The first option is considered compliant. You configure the option labels when creating the item.

PhotoOnly

Operator takes a photo. No scoring -- documentation only. Useful for visual evidence (e.g., "Photo of workspace at start of shift"). Not included in score calculations.

TextNote

Operator enters free text. No scoring -- documentation only. Useful for recording serial numbers, batch IDs, or observations. Not included in score calculations.

Each item has additional configuration options that control how operators interact with it and how results are flagged.

Photo Mode

Off (no photo), Optional (operator can attach a photo), or Required (operator must attach a photo before moving on). Available for all response types.

Critical Flag

When enabled, failing this item triggers a red tag alert on submission. Critical items are highlighted with a warning icon during the operator check and flagged in supervisor reviews.

Numeric Configuration

Only for Numeric items. Set the measurement label, unit of measure, minimum value (LSL), and maximum value (USL). Values outside these limits are flagged as failures.

Condition Options

Only for Condition items. Define 2-5 option labels (e.g., "Good", "Fair", "Poor"). The first option is always considered compliant.

Organize items within each pillar by reordering or removing them. The order you set here is the order operators see during their daily check.

• Drag items to reorder within a pillar, or use the up/down arrow buttons
• Click the delete icon to remove an item -- the removal takes effect immediately
• All changes are tracked in version history, so removed items can be referenced later

Use AI to generate checklist item suggestions based on your industry, sub-industry, and existing items. The AI analyzes your current checklist and recommends additional items that are commonly used in similar workplaces.

• Click "AI Suggest" on any pillar tab to generate suggestions for that pillar
• The AI considers your industry, sub-industry, area type, and existing items to avoid duplicates
• Suggestions appear as a list -- click "Add" next to any suggestion to include it in your checklist
• Each suggestion shows the recommended item text and response type

Every time you save the checklist, the system creates a new version with a change log. This provides full traceability for audits and lets you see how checklists evolved over time.

• Click "Save Checklist" to persist all your changes -- the version number auto-increments
• Version history is viewable from the Area Detail page, showing who changed what and when
• Each version records: version number, change summary, modifier name, and timestamp
• Operators always receive the latest checklist version when they scan the QR code