General Templates

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.