audit

Operational Health Audit (Safety, Quality, Delivery, Cost, Reliability)

A structured, interactive audit that captures observations across Safety, Quality, Delivery, Cost, and Reliability with per-item scoring, evidence notes, section scoring, and a built-in prioritization/action planner to assign owners, target dates, and priority.

Interactive Tool

Operational Health Audit (S,Q,D,C,R)

This interactive audit helps you reveal capability gaps across five operational pillars: Safety, Quality, Delivery, Cost, and Reliability. Use clear evidence notes, apply the scoring rubric to each checkpoint, and convert findings into prioritized actions with owners and target dates. The form collects structured data so results can be exported, compared over time, or surfaced on dashboards.

Scoring Rubric

Use the 0–4 scale for checklist items: 0 = Not present or unacceptable; 1 = Poor / inconsistent; 2 = Partial compliance / improvement needed; 3 = Mostly compliant with minor gaps; 4 = Fully compliant / best practice. For numeric fields you may enter counts or percentages where appropriate. After completing sections, use the prioritization planner to turn findings into actions with owners and timelines.

Who performed this audit
YYYY-MM-DD
Plant, line, cell, or department
Optional: e.g., Day Shift, Packing Line A
Why this area was audited, known issues, recent changes
Safety checkpoints (answer each with the score and evidence)
0=No guards, 4=Guards present and verified effective
1.0 10.0
0=No PPE or enforcement, 4=Appropriate PPE in use and enforced
1.0 10.0
0=Frequent hazards, 4=Consistently clear and safe
1.0 10.0
0=None, 4=Timely reporting and corrective actions
1.0 10.0
Capture photos (reference IDs), observed evidence, interview notes, or links to records
Quality checkpoints
0=None, 4=Robust controls and records
1.0 10.0
0=No checks, 4=Checks performed and documented
1.0 10.0
0=No containment, 4=Rapid detection and containment
1.0 10.0
0=None, 4=Complete traceability
1.0 10.0
Measurements, defect types, samples, or batch references
Delivery / On-time performance checkpoints
0=Frequent misses, 4=Consistently on-time
1.0 10.0
0=Inaccurate or stockouts, 4=Accurate and available
1.0 10.0
0=Poor response, 4=Rapid and effective response
1.0 10.0
OTD numbers, late shipments, customer escalations
Cost and waste checkpoints
0=High waste, 4=Minimal waste through control
1.0 10.0
0=No attention, 4=Good efficiency measures in place
1.0 10.0
0=Large inefficiencies, 4=Optimized processes
1.0 10.0
Waste drivers, rework costs, scrap rates
Equipment and process reliability checkpoints
0=None, 4=Strong PM and records
1.0 10.0
0=Regular long downtimes, 4=Rare or short downtimes
1.0 10.0
0=Frequent shortages, 4=Critical spares readily available
1.0 10.0
MTTR, MTBF notes, recent failures
Recommended approach: average the completed checkpoints for each section to produce a section score (0–4). Then average section scores to create an overall health score. Enter computed numeric values below or leave blank to compute later.
Enter calculated average or leave blank
Enter calculated average or leave blank
Enter calculated average or leave blank
Enter calculated average or leave blank
Enter calculated average or leave blank
Average of the section scores (or enter your overall judgment)
Record up to five prioritized findings below. For each, estimate impact, ease of fix, assign an owner and target date. Use impact and ease to guide priority (High impact + Easy fix = Quick win).
Concise description of the prioritized finding
High ease scores indicate quick fixes are possible
1.0 10.0
1.0 10.0
1.0 10.0
List other findings to track or hand off to improvement teams
Concise executive summary for leaders; include recommended remediation approach and resource asks
Select Yes to indicate verification will be scheduled
Leave blank if not yet scheduled
List photo IDs, file names, or links stored in your system
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