What is a Check Sheet?

Waht is Check Sheet in 7 QC Tool

→ Check Sheet is a systematic method of collecting, recording, and simply presenting the relevant data for analysis of the process.

→ Sometimes it refers to a "Tally Sheet".

→ It can collect qualitative and quantitive data.

→ The Check Sheet is the most important tool in the Lean Six Sigma Project for data collection.

→ It is one of the most popular tools among the 7 Quality Control Tools.

Table of Contents:

When to use Check Sheet?

  • Data collection and analysis
  • Monitoring the manufacturing process performance
  • Traceability purposes
  • Identifying Defect Locations
  • Identifying Trends Over Time
  • Root Cause Analysis
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Why to use a Check Sheet?

→ A check sheet is a simple but powerful tool and it is used for data collection and analysis in different industries and processes.

⏩ Refer to the below important reasons why we need to use a checksheet:

  • For structured data collection and analysis
  • Real-time data gathering
  • Visualization of the process
  • Problem analysis and identification
  • Process performance tracking
  • This tool is cost-effective and very easy to use

7 QC Tools Training Presentation

5 Types of Check Sheets:

→ Dr. Kaoru Ishikawa identified five different types of check sheets.

⏩ 5 Types of Check Sheets are:

  1. Process performance
  2. Defect item
  3. Defect location
  4. Task conformation (Related to traceability)
  5. Defect cause

5 Types of Check Sheet

How to Make a Check Sheet?

→ Now we will learn about the preparation of the checksheet in easy steps.

⏩ The five steps to create a check sheet are:

  1. Establish what information is needed.
  2. Determine 5W and 2H.
  3. Construction.
  4. Testing.
  5. Take the final approval for Use.

5 Steps For Check Sheet Making

Step 1. Establish what information is needed

→ First of all we need to define what information is needed.

→ Sometimes this is known as record form, form, data sheet, etc...

Step 2. Determine 5W 2H:

→ After determining the necessary information, we will conduct the 5W2H analysis.

→ Why is the data needed?

→ What type of information collection is required?

→ From where the data will be collected? (Plant/machine/place)

→ Who will collect the data?  (Operator/ supervisor/manager)

→ When will the information be collected?  (Every hour/ at the time of receipt)

→ How should the data be measured? (Instrument/clock)

→ How much data is essential?

Step 3. Construction of the Sheet:

⏩ CheckSheet has three types of information that are:

  • Title
  • Source Information
  • Content Information

Now we will learn all 3 types of information in detail.

(1) Title:

➝ In the title, we need to give a suitable title to our checksheet.

➝ Title should be clear and concise so all relevant persons can easily understand.

(2) Source information:

➝ The source information is the most important information that we need to collect for our further analysis and record.

⏩ The source information is:

  • Name of the project/ problem theme.
  • Location of data collection.
  • Date and/or time.
  • Name of the person recording data.

(3) Content information:

➝ After title and source information the last thing is the content information that we need to add.

⏩ The content information is:

  • Column/Raw with defect/event name.
  • Then Column/Raw to record frequency.
  • And Column/Raw to record the total.

Step 4. Testing of Sheet:

➝ Now the next step is testing the sheet.

⏩ Refer to the below-mentioned key criteria of testing:

  • Test the sheet with at least three different collectors.
  • Reconfirm that the columns/ rows are relevant and required.
  • Check if the sheet is easy to record and use.
  • Make changes based on the feedback.

Step 5. Final approval for using this sheet:

➝ Now the final step is to get the final approval for use or implementation.

⏩ Key points of final approval of the checksheet are:

  • Explain the use of this sheet to the data collector.
  • Ensure that the data collector understands the reason for the data is being collected.
  • Collect data.
  • Standardize its use to assure consistency.

Example of Check Sheet:

➝ Now we will take one example for a better understanding of data collection.

➝ For that we will take an appropriately designed checksheet.

➝ This sheet includes key points such as the frequency and location of defect.

⏩ Most common points that should be included in the checksheet are:

  • Operator Name
  • Type of the data that needs to be collected
  • A location where the data is being collected
  • Time of data collection
  • The objective of data collection

➝ For a better understanding refer to the below picture.

➝ In this example, we have counted the frequency of various defects at the time of checking the product in ongoing production.

➝  And at the end of the week we will analyze the defect types and will take appropriate action to eliminate those defects.

Example of Check Sheet

➝ Now we will take one more example to understand the tally sheet.

➝ The example of the defect collection tally sheet is mentioned below.

➝ In this example, we have counted the frequency of various defects at the time of online inspection of the product during manufacturing.

Example of Tally Sheet

Integration of Check Sheet with Other QC Tools:

➝ Now we will understand how the checksheet is easily integrated with the other 6 quality control tools.

⏩ Refer to the below-mentioned integration with other QC Tools:

➡️Cause and effect diagram: Data from checksheets can be used to prepare cause and effect diagrams for the identification of potential causes of defects.

➡️Control Charts: We can easily plot the frequency data from checksheets to control charts to monitor process stability over time.

➡️Pareto Chart: The categorized data should be collected and used with Pareto charts to identify the most impacting factors on the quality of a product or service.

➡️Histogram: We can easily display checksheet data into the histogram for easy visualization and identification of the patterns or trends.

➡️Scatter Diagram: Collected data can be used to create scatter diagrams to identify relationships between variables.

➡️Flowchart: With the help of data collected in the checksheet we can use it for process mapping and we can easily identify the bottleneck in processes.

Advantages of Check Sheet:

  • It is very simple and easy to use
  • It is a versatile tool
  • Fundamental tool for analysis
  • Standardization of data collection
  • Problem identification and root cause analysis
  • Easily integrate with other 7 QC Tools

Benefits of Check Sheet:

  • By using this we can make data gathering simple, systematic, easy, and effective.
  • We can save time and easily data collection in regular Manufacturing Processes.
  • It is used for monitoring process performance.
  • We can use this for different purposes like counting, tracking, etc.
  • It is also very helpful for traceability.


➝ The checksheet is one of the most important tools on 7 QC Tools.

➝ It plays a pivotal role in the initial stages of data collection and analysis.

➝ The checksheet is a fundamental and basic tool in quality control.

➝ It is very useful for systematic data collection and analysis.

➝ With the help of this tool, we can collect data consistently and accurately.

➝ We can identify different patterns or trends for root cause analysis.


  1. Good sir ji ,but can u provide Excel sheet formats for better practice

  2. How can i use checksheet in service industry?

    1. You can use check sheet for data collection for any regular or project related activity.

  3. Hello sir,
    Which type of check sheet can help in PPGL and GC sheet cold rolling process for detecting foul length cut? Or how cani Implement it?

    1. You can prepare check sheet as per your specific requirement that you need to monitor. Thanks!!!

  4. Hi Nikunj

    Is it possible for you to share supplier assesment/ process audit check sheet format...

    1. Hello Aniket, You can connect us at: contact@nikunjbhoraniya.com


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