{"id":3864,"date":"2021-08-21T14:49:05","date_gmt":"2021-08-21T09:19:05","guid":{"rendered":"https:\/\/factech.co.in\/blog\/?post_type=ufaq&#038;p=3864"},"modified":"2021-12-28T13:04:30","modified_gmt":"2021-12-28T07:34:30","slug":"how-to-make-checklist-in-kaizen","status":"publish","type":"ufaq","link":"https:\/\/factech.ai\/blog\/ufaqs\/how-to-make-checklist-in-kaizen\/","title":{"rendered":"How to create checklist in Kaizen?"},"content":{"rendered":"<div  class=\"ewd-ufaq-faq-list ewd-ufaq-page-type-load_more ewd-ufaq-category-tabs- ewd-ufaq-faq-category-title-accordion\" id='ewd-ufaq-faq-list'>\n\n\t<input type='hidden' name='show_on_load' value='' id='ewd-ufaq-show-on-load' \/>\n<input type='hidden' name='include_category' value='' id='ewd-ufaq-include-category' \/>\n<input type='hidden' name='exclude_category' value='' id='ewd-ufaq-exclude-category' \/>\n<input type='hidden' name='orderby' value='date' id='ewd-ufaq-orderby' \/>\n<input type='hidden' name='order' value='desc' id='ewd-ufaq-order' \/>\n<input type='hidden' name='post_count' value='-1' id='ewd-ufaq-post-count' \/>\n<input type='hidden' name='current_url' value='\/blog\/wp-json\/wp\/v2\/ufaq\/3864' id='ewd-ufaq-current-url' \/>\n\t\n\t\n\t<div class='ewd-ufaq-faqs'>\n\n\t\t<div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-default\" id='ewd-ufaq-post-3864-ZkJ92LCKle' data-post_id='3864'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title '>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='https:\/\/factech.ai\/blog\/ufaqs\/how-to-make-checklist-in-kaizen\/' >\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-square'>\n\t\t\t<span >A<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h4>\n\t\t\t\tHow to create checklist in Kaizen?\t\t\t<\/h4>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>A<b>\u00a0checklist<\/b> is a type of job aid used to reduce failure by compensating for potential limits of human memory and attention. It helps to ensure consistency and completeness in carrying out a task. A basic example is the to-do list or instructions.<\/p>\n<p>You can create a checklist for both:<\/p>\n<ul>\n<li><span style=\"font-size: 14pt\">Soft FM: for housekeepers, janitors, cleaning, etc.<\/span><\/li>\n<li><span style=\"font-size: 14pt\">Hard FM: for engineering, maintenance, equipment, etc.<\/span><\/li>\n<\/ul>\n<p>In Kaizen, the following are the steps to create a checklist :<\/p>\n<ul>\n<li><span style=\"font-size: 14pt\">Go To Checklist menu present left side menu bar.<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"size-full wp-image-3865 aligncenter\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-8.png\" alt=\"\" width=\"189\" height=\"239\" \/><\/p>\n<ul>\n<li><span style=\"font-size: 14pt\">Click on Checklist ( or Setup) Menu Item then click on + button to create new checklist.<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"size-medium wp-image-3866 aligncenter\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-9-300x168.png\" alt=\"\" width=\"300\" height=\"168\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-9-300x168.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-9.png 385w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/p>\n<ul>\n<li><span style=\"font-size: 14pt\">Enter the checklist name in the pop window then click on Save button.<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"size-medium wp-image-3868 aligncenter\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-11-300x108.png\" alt=\"\" width=\"300\" height=\"108\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-11-300x108.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-11.png 502w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/p>\n<ul>\n<li><span style=\"font-size: 14pt\">Click on the Checklist name which you have just created, then click on Build this task button present right top corner. After that click on + Instruction button.<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"size-medium wp-image-3869 aligncenter\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-12-300x212.png\" alt=\"\" width=\"300\" height=\"212\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-12-300x212.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-12.png 317w\" sizes=\"auto, (max-width: 300px) 100vw, 300px\" \/><\/p>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"wp-image-3871 aligncenter\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-14-300x42.png\" alt=\"\" width=\"533\" height=\"75\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-14-300x42.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-14-768x107.png 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-14-850x118.png 850w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-14.png 893w\" sizes=\"auto, (max-width: 533px) 100vw, 533px\" \/><\/p>\n<ul>\n<li><span style=\"font-size: 14pt\">Once you click on + Instruction button then a pop window will appear. Select what kind of checklist information fields you want to create.<\/span><\/li>\n<li><span style=\"font-size: 14pt\">If you want to create a checked list of activity then select the Check Box option.<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"wp-image-3873 aligncenter\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-16-300x215.png\" alt=\"\" width=\"477\" height=\"342\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-16-300x215.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-16-768x551.png 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-16.png 799w\" sizes=\"auto, (max-width: 477px) 100vw, 477px\" \/><\/p>\n<ul>\n<li><span style=\"font-size: 14pt\">Alternatively, you can also add a checklist in the bulk option, you need to copy the activity list from the excel sheet you have. Following is the example the activity list is copied from excel sheet.<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\" wp-image-3874 aligncenter\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-17-300x246.png\" alt=\"\" width=\"366\" height=\"300\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-17-300x246.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-17.png 475w\" sizes=\"auto, (max-width: 366px) 100vw, 366px\" \/><\/p>\n<ul>\n<li><span style=\"font-size: 14pt\">Once you have selected the list of activity then copy it. After that in Kaizen, click on Add in Bulk Tab, then paste the activity inside the Add instruction in bulk text box then click on Add button to add the checklist.<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"wp-image-3875 aligncenter\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-18-300x152.png\" alt=\"\" width=\"456\" height=\"231\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-18-300x152.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-18-768x388.png 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-18.png 788w\" sizes=\"auto, (max-width: 456px) 100vw, 456px\" \/><\/p>\n<ul>\n<li><span style=\"font-size: 14pt\">Once the checklist is added then it will display all the activity you have added, you can preview your checklist by clicking on Preview this Task button.<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"wp-image-3876 aligncenter\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-19-300x78.png\" alt=\"\" width=\"462\" height=\"120\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-19-300x78.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-19-768x200.png 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-19-850x221.png 850w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-19.png 918w\" sizes=\"auto, (max-width: 462px) 100vw, 462px\" \/><\/p>\n<ul>\n<li><span style=\"font-size: 14pt\">You can see the list of activity what has been created as the below image referred.<\/span><\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\"wp-image-3877 aligncenter\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-20-300x151.png\" alt=\"\" width=\"455\" height=\"229\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-20-300x151.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-20.png 737w\" sizes=\"auto, (max-width: 455px) 100vw, 455px\" \/><\/p>\n<ul>\n<li><span style=\"font-size: 14pt\">Now you can create checklist in which the user can provide input by choosing the following option :<\/span>\n<ul>\n<li><span style=\"font-size: 14pt\">Text : To enter text, data, or any information.<\/span><\/li>\n<li><span style=\"font-size: 14pt\">Number : It will take input in numbers only.<\/span><\/li>\n<li><span style=\"font-size: 14pt\">Dropdown : This will multiple choice option.<\/span><\/li>\n<li><span style=\"font-size: 14pt\">File\/Image Attachment : This will help the user to upload Images or pdf.<\/span><\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" loading=\"lazy\" class=\" wp-image-3878 aligncenter\" src=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-21-300x216.png\" alt=\"\" width=\"384\" height=\"277\" srcset=\"https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-21-300x216.png 300w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-21-768x553.png 768w, https:\/\/factech.ai\/blog\/wp-content\/uploads\/2021\/08\/inventory-21.png 787w\" sizes=\"auto, (max-width: 384px) 100vw, 384px\" \/><\/p>\n<p>Hence this way we can create a checklist in Kaizen.<\/p>\n<p>Further, you can create a Planned schedule for the checklist so that Task is automatically created as per the plan.<\/p>\n<p><a title=\"How to import bulk PM Schedules\" href=\"https:\/\/factech.ai\/blog\/ufaqs\/how-to-import-bulk-pm-schedules\/\" target=\"_blank\" rel=\"noopener\">How to add a Soft FM Job Schedule<\/a><\/p>\n<p>&nbsp;<\/p>\n<p><iframe loading=\"lazy\" title=\"janitor doing housekeeping pictorial e checklists kaizen cafm\" width=\"1200\" height=\"675\" src=\"https:\/\/www.youtube.com\/embed\/mkybVYCCFcI?feature=oembed\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" allowfullscreen><\/iframe><\/p>\n<\/div>\n\t\t\n\t\t\t<div class='ewd-ufaq-faq-custom-fields'>\n\n\t\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-permalink'>\n\t\n\t<a href='https:\/\/factech.ai\/blog\/ufaqs\/how-to-make-checklist-in-kaizen\/'>\n\t\t\n\t\tPermalink\t\t <div class='ewd-ufaq-permalink-image'><\/div> \t\n\t<\/a>\n\n<\/div>\n\t\t\n\t\t\t\t<div id=\"respond\" class=\"comment-respond\">\n\t\t<h3 id=\"reply-title\" class=\"comment-reply-title\">Leave a Reply <small><a rel=\"nofollow\" id=\"cancel-comment-reply-link\" href=\"\/blog\/wp-json\/wp\/v2\/ufaq\/3864#respond\" style=\"display:none;\">Cancel reply<\/a><\/small><\/h3><p class=\"must-log-in\">You must be <a href=\"https:\/\/factech.ai\/blog\/wp-login.php?redirect_to=https%3A%2F%2Ffactech.ai%2Fblog%2Fufaqs%2Fhow-to-make-checklist-in-kaizen%2F\">logged in<\/a> to post a comment.<\/p>\t<\/div><!-- #respond -->\n\t\n\t\t\n\t\t\t<div class='ewd-ufaq-back-to-top'>\n\t\n\t<a class='ewd-ufaq-back-to-top-link'>\n\t\tBack to Top\t<\/a>\n\n<\/div>\n\t\t\n\t<\/div>\n\n<\/div>\n\t<\/div>\n\n\t\n<\/div>","protected":false},"excerpt":{"rendered":"<p>A How to create checklist in Kaizen? A\u00a0checklist is a type of job aid used to reduce failure by compensating for potential limits of human memory and attention. It helps to ensure consistency and completeness in carrying out a task. A basic example is the to-do list or instructions. You can create a checklist for<\/p>\n","protected":false},"author":11,"featured_media":3865,"comment_status":"open","ping_status":"closed","template":"","ufaq-category":[1085,1618,486],"ufaq-tag":[1754,1799,1800,1761,1752,2021,2018,1756,2020,1755,1757,2024,2022,1753,2023,1759,1758,1760,2019,2025],"ufaq_folder":[],"class_list":["post-3864","ufaq","type-ufaq","status-publish","has-post-thumbnail","hentry","ufaq-category-checklist","ufaq-category-kaizen-cafm","ufaq-category-ppm","ufaq-tag-add-checklist","ufaq-tag-add-checklist-in-bulk","ufaq-tag-add-instructions-set-in-one-step","ufaq-tag-checklist","ufaq-tag-create-checklist","ufaq-tag-housekeepers-checklist","ufaq-tag-create-housekeeping-checklist","ufaq-tag-how-to-add-checklist","ufaq-tag-how-to-create-a-soft-fm-job","ufaq-tag-how-to-create-checklist","ufaq-tag-how-to-make-checklist","ufaq-tag-images-in-checklist","ufaq-tag-janitors-checklist","ufaq-tag-make-checklist","ufaq-tag-pictorial-checklist","ufaq-tag-pm-checklist","ufaq-tag-ppm-checklist","ufaq-tag-ppm-checklist-creation","ufaq-tag-soft-fm-checklist","ufaq-tag-soft-services-housekeeping-pantry-janitorial-etc-checklist"],"aioseo_notices":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.5 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>How to create checklist in Kaizen? - Facility Technology<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/factech.ai\/blog\/\/ufaqs\/how-to-make-checklist-in-kaizen\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to create checklist in Kaizen? - Facility Technology\" \/>\n<meta property=\"og:description\" content=\"A How to create checklist in Kaizen? 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