Check Sheet template

aka Frequency Table, Quality Check Sheet, Frequency Table Maker, or Tally Sheet template

What is a Frequency Table used for?

• Objectively observe and measure defects

  and events that are believed to possibly contribute toward defects

• Provide a basis for clearly-defined operational definitions

  of what a defect is and is not

• Keep data collection as simple and easy as possible

  Usually using simple hand drawn check marks

• Identify root causes of problems
• Provide a structure for uniform data collection and interpretation
• Serve as a base for creating charts, Pivot Tables, and other forms of data analysis
• Provide objective, measurable data to substantiate or refute opinions and theories

Although you can do some limited data analysis on this same sheet...

the data from your Check Sheets becomes increasingly valuable when collected over a long period of time

so you will get much more insightful analysis when you summarize your data to your Trend Analysis Scorecard and/or your Histogram template

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How to use your

Check Sheet template

Personalize your template

See the training below for how to personalize.

Train your workers

Train your people how to use your personalized form perhaps using the TWI Job Instructions method

Find and open your template

Save your working document

following the usual document storage and naming conventions established by your leaders

Open a Blank Sheet

Rename your new sheet.

Or... Insert Sheet

As an alternative to opening a stand-alone document (as instructed above), you also have the option to Insert Sheet into any other Excel workbook.

If English is not your preferred language

Switch to your language, just like every Systems2win Excel template.

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Now your team is ready to get started using your

Frequency Table template

Print your Check Sheet

The purpose of a Check Sheet is to collect data about quality problems when and where they happen.

And that usually means manually entering data onto a clipboard, not entering data into a computer.

Collect Data

Using either simple hash marks or your agreed-upon symbols.

Analyze — using your Trends Scorecard

Count the number of times that each problem occurred during each time period, and enter the summary number in the corresponding cell in your Trends Analysis workbook.

Use your Trends Analysis template (Trends.xlsx) to easily generate charts and a Visual Scorecard
that can then be analyzed, printed, published, and archived.

Tip: When copying between workbooks,
you might need to transpose between horizontal and vertical data

Optionally add charts and other forms of analysis

perhaps using Insert Sheet to add a Pareto Chart, a Histogram, and/or any other type of Excel chart.

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custom

How to personalize your Tally Sheet template

One of the biggest benefits of using ANY Systems2win template is that you can use everything you know about Microsoft Excel to make your document yours.

1) Define the types of problems, defects, or events that you want to analyze

3) Define any user-defined columns

If your data collection time period is not (the default) 1 week, then hide or copy columns, and perhaps change column header titles.

to any other consistent time period - such as shifts, days of the month, am or pm, etc

Data should be collected in consistent time periods even if producing different deliverables within or between time periods.

 

You might use a User-Defined column for Product/Family, but that should be for informational purposes only.

It's Excel. You already know how to easily add unlimited user rows or columns.

Simply hide unused columns.

4) Define your Operational Definitions

to ensure that everyone collects and interprets data in the same way.

Perhaps link to your Operational Definitions template (Op_Def.xlsx)

5) Optionally hide or unhide the section for the Defect Concentration Diagram

which can contain a picture or diagram of the object

perhaps overlaid with clearly defined boundary markers, so that the data entry person can indicate where each type of problem occurs, perhaps using agreed-upon symbols for each type of problem.

6) Define your symbols (optional)

7) Set the Print Area

Set the Print Area.

Perhaps change Print Orientation (between portrait or landscape)

And perhaps rearrange columns to be within our outside of your desired Print Area.

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This Check Sheet template and the Trend Charts template come with many other useful Six Sigma tools and Quality Improvement tools

 

to empower every team member to improve every process