PostedFri, Feb 14th 2020 07:10 AM
A checklist has little value if it is not reviewed and tested with the person that is going to use it. If it is your own checklist, you should test it (go through it) to make sure it is workable, makes sense, and it achieves the purpose for which it is intended. With anyone else, take them through it (rehearse it) to make sure they understand what the checklist is used for and how and when to use it.
Create the check part of the list by assigning a check box, a space for initials, or a place for additional information to be entered. For example, the buyer may annotate each item with the purchase information (quantity, delivery date, purchase order number, vendor confirming number, and vendor clerks name), the salesclerk would number the steps in the correct order, and the human resource person would have the new employee initial each step as having been read and understood.