Audit

Operational Health Audit Template (Interactive) — Safety, Quality, Delivery, Cost, Reliability

Interactive operational health audit that guides systematic discovery across safety, quality, delivery, cost, and reliability. Collects category scores, evidence, top findings, and creates actionable remediation entries with owners and due dates. Includes metadata, governance cadence, and a one-page summary section.

Interactive Tool

Operational Health Audit — Interactive Template

Use this guided audit to discover capability gaps across safety, quality, delivery, cost, and reliability, capture evidence, score each area, identify likely root causes, and create owned action items with due dates. The form is a starting structure — adapt items, action counts, and governance cadence to your site and operating context. When you save an audit, the entries become a single record you can use for follow-up, governance, and continuous improvement.

How to use: For each category, enter a concise score (0–4), capture succinct evidence, list the top findings (use the suggested structured line format to make follow-up easier), and note immediate remediation steps. Then populate the Action Item Builder so improvement work has clear owners and due dates.

Suggestion: Keep findings short and actionable. For each action, specify an owner and a due date. Use the governance cadence field to schedule regular review until actions are closed.

Location or plant where audit was performed
Area, line, or department (e.g., Packaging Line 2)
Team or functional unit responsible
Person completing the audit
Use YYYY-MM-DD
Short description of what was in/out of scope for this audit
0 = no evidence of system; 4 = excellent consistent behavior and controls
1.0 10.0
Short notes: PPE use, near-miss reporting activity, training records observed, signage, housekeeping
List top findings one per line using the format: Finding | Likely root cause | Impact
List immediate remedial steps in format: Action | Owner | Due date
Person responsible for coordinating longer-term fixes
Consider inspection frequency, SPC usage, nonconformance handling
1.0 10.0
Inspection records, defect rates, sampling plans observed
List top findings one per line using the format: Finding | Likely root cause | Impact
List immediate remedial steps in format: Action | Owner | Due date
Person responsible for coordinating longer-term fixes
Consider lead times, on-time delivery performance, scheduling stability
1.0 10.0
Lead time measurements, schedule adherence, backlog observations
List top findings one per line using the format: Finding | Likely root cause | Impact
List immediate remedial steps in format: Action | Owner | Due date
Person responsible for coordinating longer-term fixes
Consider visible waste metrics, rework costs, and scrap
1.0 10.0
Waste logs, rework records, scrap rates observed
List top findings one per line using the format: Finding | Likely root cause | Estimated impact
List immediate remedial steps in format: Action | Owner | Due date
Person responsible for coordinating longer-term fixes
Consider maintenance schedules, MTTR/MTBF trends, and spare parts availability
1.0 10.0
Maintenance logs, recent breakdowns, preventive maintenance compliance
List top findings one per line using the format: Finding | Likely root cause | Impact
List immediate remedial steps in format: Action | Owner | Due date
Person responsible for coordinating longer-term fixes
Concise summary of overall audit findings, highest-priority risks, and suggested next governance step
List 3 priority initiatives that will drive the biggest improvement (one per line)
How often should the audit actions be reviewed until closed?
Person who will convene follow-up meetings and track closures
YYYY-MM-DD
Use the Action Item fields below to create discrete, owned remediation tasks. Each action should have: Description | Owner | Due date | Priority. Add as many actions as you need — consider copying this audit to create additional actions if required.
Concrete action (what will be done?)
Who will own this action?
YYYY-MM-DD
Impact-based priority
Current progress
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