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Task Observation Checklist

A task observation checklist is a tool used to measure the performance of a person completing a task. It is used to identify any areas of improvement or changes that need to be made in order to improve the quality of the task. It can also be used to provide feedback on how the task was completed and what could be done differently.

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Task Observation Checklist


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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Creating a comprehensive task observation checklist for effective performance monitoring

A task observation checklist is a form to document the performance of a task. It is usually used in the workplace to measure an employee’s ability to complete a task. It includes a series of questions that assess how well the task was completed, such as if the instructions were followed, if the task was completed in a safe and efficient manner, and if all the required steps were completed.

This task observation checklist 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 in the workspace and have them fixed easily through the Lumiform intuitive app.

With this template, you can also 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.