Lumiform Mobile audits & inspections
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Planned Task Observation Form

Create a report of the planned tasks by recording your observations using this template. It doesn't matter if the tasks are new or routine. This template can be customized to fit your tasks and processes. You can go through each checkpoint step-by-step while taking photos of problems or hazards on the workspace and have them fixed easily through the intuitive app. With this template, you can ensure that new employees are properly trained and that tasks are continuously performed correctly and completely. In this way, you as the responsible employee can ensure that the tasks are processed to the fullest satisfaction.

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Rated 5/5 stars on Capterra

Planned Task Observation Form


General information


Task check:

In which department is this test performed?
What task is being observed?
Task Description:
Key steps required to complete the task:
Could any of these tasks result in property damage, injury, or illness? If "yes", describe the problem and include a photo if applicable
Were the methods and practices the most efficient and productive? If "no," describe why.
Did the observing practice comply with any applicable procedures or standards that exist for this task? If "no," describe your observations.
Did you observe practices or aspects of the task that need improvement? If "yes", describe the observation
Follow-up action(s):
Department Head:
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