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General Templates


Lumiform's general templates are powerful solutions that allow businesses to streamline their reporting and issue resolution processes. With Lumiform, you can assemble customizable templates that cover a wide range of business needs, from safety inspections to quality control checks.

These templates can be accessed by authorized personnel via the App, allowing them to quickly and easily report issues and assign actions to the appropriate team members. The general templates also include features such as real-time reporting, ensuring that issues are addressed in a timely and efficient manner. By using templates, businesses can reduce the time and effort required to manage issues, improving overall productivity and efficiency.

Use this template to identify the three-part cause of a problem in sales or marketing.
A 5 whys form template is used by business teams to drill down to the root cause of a problem using the 5 Whys technique.
Use this 5 Whys template to determine the root cause of a problem so that your business teams can prevent encountering them again.
Use this 5S audit checklist to assure that 5S principles and set standards are being observed.
Support the improvement of cleanliness, order, safety, quality and efficiency at work with this template for the 5S method.
Use this 5S office checklist to inspect the cleanliness, order, and structure of your plants.
Use this lean 6s audit checklist template to take a tour of your business using the lean 6 method. A report is then automatically generated.
With this 6S safety checklist, you can identify hazards or potential risks.
Use this accident incident report form to write a complete accident report.
Use this form to record accidents at work that have resulted in injured employees and persons at the workplace, on the construction site or in the field.
Use this accident report template for the first aid report and subsequent evaluation. Describe the accident and record the statements of witnesses.

Streamline Your Business Processes with Lumiform’s Customizable General Templates

What is the general templates library?

The general template library is a collection of checklist and form templates that can be used in various industries. You can use them for your audits in different application areas, or you can adapt a template to your individual application.

The general templates list and describe exactly which tasks are to be performed. All specified standards can thus be reliably complied with, for example, for safety and quality management.

Your digital checklist or form is your guideline for your individual application. Whether in construction, retail, building management or cleaning, they can be used for daily cleaning just as successfully as large-scale construction projects. In our template library, you will find the right list for every test.

What are the advantages of a general checklist template?

Templates give you and your employees a structure for the daily work processes. Step by step, digital checklists guide you through daily tasks and provide you with confidence in your work.

With digital checklists’ help, you eliminate problems of paper-based processes and move to an efficient, digital system. Using them saves you time by removing paper-based tasks and streamlining jobs such as assessments, inspections and audits. The following four benefits come with digital templates:

  • 1. Save time on routine tasks

  • 2. Relief of administrative tasks

  • 3. Structured working method

  • 4. Faster communication

How do I create a digital general checklist template?

Despite an extensive template library, you may need to create a template for your specific application. When creating your digital checklist, you should follow a few basic rules to work effectively and correctly.

As an essential hint, you should keep in mind that your checklist should be as specific and goal-oriented as possible. Below are seven checkpoints that you should check when you are finished:

  • Completeness

  • Clarity

  • Comprehensibility

  • Design

  • Verifiability

  • Optimization

After you have checked and adjusted your template for these points, it is always recommended to do a test run. Take the chance to detect errors or gaps. Then optimize your template until you have the desired result. In this way, you get a flawless template for recurring tests and the challenges of everyday work.

FAQs: The 3 most frequently asked questions

What advantages does a digital checklist offer?

Using digital checklists offers numerous advantages. Digital checklists not only make your daily work more comfortable but also ensure an efficient workflow. Employees and customers have easier access to the information they need. There is no paper chaos; data does not get lost and is always available in digital form. Those who use desktop software and apps for their checklists can save time by handling incident management, reporting and analysis digitally.

In which areas can digital templates be used?

Templates can be used for inspections, audits and quality and safety checks. Besides, delivery bills, goods receipts, lists and orders can be processed more efficiently with a template. Our template library offers a wide range of different checklist templates for many areas.

Does a digital checklist comply with the documentation obligation?

In many industries and work areas, there is a documentation obligation. Whether in healthcare or industry, there are processes and procedures everywhere that must be wholly and carefully documented to comply with the prescribed regulations verifiably. Digital inspections and audits with checklists facilitate this by storing them in the cloud and archiving them as soon as they are checked. Once the documentation period has expired, they can be deleted. Documents can also be accessed at any time and from anywhere when they are needed.