Also Known As
Check Sheet

Nelson E, Batalden P, Godfrey M. Appendix A: primary care workbook. Quality by design: a clinical microsystems approach. San Francisco: Jossey-Bass; 2007. p. 385-431.

EHR Go-Live Planning Checklist (PDF, 541KB)

EHR Implementation Checklist (PDF, 597KB)

Electronic Medical Record Checklist (PDF, 606KB)

Job Task Diary (PDF, 491KB)

Workflow Assessment Checklist (PDF, 119KB)


A checklist is a form that is used for quickly and easily recording data or identifying actions or requirements. It is usually easy to extract data in a useful manner from a checklist. It is particularly effective at registering the occurrence of incidents, events, tasks, or problems.


When gathering data for pattern detection.

When converting raw data into more useful information.

For data collection on the frequency of an event, problem, defect, or other similar measure.

How do I use this tool?

1. AGREE ON WHAT EVENTS will be recorded. To eliminate doubt, the events must be clearly defined. Any events that are not easily captured or categorized could benefit from the inclusion of an "other" category.

2. DETERMINE THE TIME PERIOD and intervals for data collection.

3. DESIGN A FORM with clearly labeled categories and sufficient room for data entry. Make sure the form is easy to read and use.

4. PERFORM DATA COLLECTION during the agreed period. Before collecting data, ensure that all the individuals that are collecting data share a common understanding of the task being measured to allow for consistent data capture.

5. After data collection is finished, ANALYZE THE MATERIAL. Make note of events that occurred frequently.

Expertise Required
This tool is easy to use and requires little or no training.

Allows you to determine the specific frequency of certain events or tasks.

Collected data can be displayed in many familiar formats, such as a bar chart.

Easy to use, simple to create.


Checklist forms are usually specific to a particular situation.

Where can I go to learn more?

Andersen B. Tools for collecting data about the performance shortcoming. In: O'Mara P, editor. Business process improvement toolkit. 2nd ed. Milwaukee, WI: ASQ Quality Press; 2007. p. 107-22.

Bauer J, Duffy G, Westcott R. Improvement tools. The quality improvement handbook. 2nd ed. Milwaukee, WI: ASQ Quality Press; 2006. p. 109-48.

American Society for Quality. Data collection and analysis tools: check sheet. 2009 [cited 2009 July 23]; Available from: