Six Sigma Tools for continuous quality improvement

 

Trend Chart template
Also comes with
Trends template

Check Sheet template

aka Quality Check Sheet or Tally Sheet template

What is a Tally Sheet template used for?

Check Sheet template

How to use your
Check Sheet template

The worker or team gathers data in real time at the place where the work happens — making simple hand-drawn hash marks on the printed Check Sheet template each time that a problem occurs, or each time an event occurs that is believed to contribute toward causing problems.

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


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

Systems2win menu > Systems2win templates

Find and open your template

Find and open your Check Sheet template (CheckSheet.xlsx)
in the same way that you find and open
your other 150+ Systems2win templates.

Save your working document, following the usual
document storage and naming conventions
established by your leaders.

If English is not your native language

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

Open a Blank Sheet

Systems2win menu > Open a Blank Sheet

When you're ready to start doing your own real work...

click the button to 'Open a Blank Sheet'

Excel Ribbon bar > Systems2win tab > Open a Blank Sheet

This blank sheet is where you will do your real work

(not on the Sample sheet)

Rename your new sheet

Print your Check Sheet

Tally Sheet template

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

Trend Analysis template

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

Pareto Chart template

Although you will usually use a Check Sheet only to gather data

(which is then summarized and analyzed using your Trends template)

you also have the option to do some analysis
right within the Check Sheet workbook itself

perhaps adding a Pareto Chart

and/or any other type of Excel chart.


Bookmark = 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

Familiar surroundings

Familiar Microsoft Excel

Use everything you know about familiar Word and Excel

Personalize your header fields with 'problem' categories
that define anything that might go wrong with your process

2) Define the time columns

which might be days, shifts, am/pm, or any other consistent unit of time.

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.

two bikers

Not just templates.
Not just training.

But also systems
that you won't outgrow

6) Define your symbols (optional)

Usually, you will use an ink pen to draw a simple hash mark
to indicate each time that a problem occurs during each time period.

If using a Defect Concentration Diagram,
then a symbol can be associated with each problem (row),
to visually identify where each problem occurs.

A variation (without the Defect Concentration Diagram)
is to use symbols to differentiate between different causes that manifest the same problem.

If you use Symbols — be sure to provide a Legend of what each symbol means.

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.


 
 

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

 

Why re-invent?

 

 

Your purchase price is usually justified with the 1 or 2 templates that you use most

The others are a really nice
"gift with purchase"

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Your Systems2win templates come with free New User Training to quickly learn features that are common to all 150+ templates

 

 

 

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