🐢 You are reading The Long Start — Module 6 of 10

This module is about walking around and looking at things with a checklist. It's more exciting than it sounds. Missed Module 5?

Why Audits?

An audit sounds scary. It sounds like the IRS showing up. But in manufacturing, an audit is just a structured walk around your workplace with a checklist. You look at specific things, score them, and note what needs fixing. That's it.

SymplProcess has two types of audits:

  1. 5S Audits — Is the workplace organized, clean, and standardized?
  2. Safety Audits — Is the workplace safe? Are there hazards?

The Money Why

OSHA fines average $16,131 per serious violation (2024 rates). One recordable injury costs a company an average of $42,000 in direct costs and 3-5x that in indirect costs (training a replacement, lost productivity, insurance premium increases). Regular audits catch hazards before they become injuries. Companies with mature 5S programs report 20-30% reduction in safety incidents.

5S Audits — Keeping Things Organized

Where to find it: 5S Audit

What Is 5S? (The Full Explanation)

5S is a system for workplace organization that comes from Japan. The 5 S's are:

SJapaneseEnglishELI5 Version
1SeiriSort"Throw away what you don't need." Go through your work area. Everything that doesn't belong there — get rid of it. If you haven't used it in a month, why is it here?
2SeitonSet in Order"A place for everything, everything in its place." Every tool, every supply, every piece of equipment has a labeled, marked home. When you need it, you know exactly where it is.
3SeisoShine"Clean it." The work area is visibly clean. Floors, machines, tables — all clean. Not because we're neat freaks, but because clean workplaces reveal problems. You can't see a leak on a dirty floor.
4SeiketsuStandardize"Make it consistent." Create standards so everyone does it the same way. Cleaning schedules, labeling rules, shadow boards for tools. Not just "this shift does it well" — every shift does it the same.
5ShitsukeSustain"Keep it going." The hardest part. Anyone can clean up once. Sustaining it means audits, habits, accountability, and leadership that walks the talk.

How a 5S Audit Works in SymplProcess

Pick a zoneSelect the area you're auditing — "Shipping Dock," "Assembly Line 2," "Break Room," whatever. Your admin can pre-configure zones for your facility.
Walk through the checklistEach checkpoint corresponds to one of the 5S categories. "Are all tools in their designated locations?" (Set in Order). "Is the floor free of debris and spills?" (Shine). Score each checkpoint: Pass, Fail, or N/A.
Add notes and photosSee something specific? Write a note. Take a photo. This becomes evidence for follow-up and training.
Failed items auto-create action itemsEvery checkpoint you mark as "Fail" automatically generates an action item assigned to the zone owner. No separate step needed. The task just appears on their My Day.
Submit and get a scoreYour zone gets a percentage score (e.g., 78%). This score is tracked over time so you can see if the zone is improving or declining.
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Trend tracking: After a few weeks of audits, you'll see trendlines for each zone. "Shipping Dock was 65% four weeks ago and is now 85%." That's visible progress. That's something you can celebrate with your team. It also makes your weekly meetings way more interesting than "try harder."

Safety Audits — Keeping People Safe

Where to find it: Safety Audit

What it is: A structured safety walkthrough checklist with zone-by-zone scoring, similar to 5S but focused on hazard identification, PPE compliance, and regulatory items.

How It Differs from 5S

Aspect5S AuditSafety Audit
FocusWorkplace organization and cleanlinessHazard identification and safety compliance
Typical checkpoints"Are tools in designated spots?" "Is the area clean?""Are guards in place on machines?" "Is PPE being worn?" "Are exits clear?"
FrequencyWeekly or monthlyDaily or weekly (depending on your industry/regulation)
StakesProductivity and moralePeople's lives and OSHA fines

Safety Audit Features

The Mindset Shift

Most people think of audits as "gotcha" exercises — someone looking for what you did wrong. That's the wrong way to think about it. Audits are preventive maintenance for your workplace. You're not looking for blame. You're looking for hazards, waste, and opportunities. The person who finds and fixes a problem before it causes an injury is a hero, not a snitch.

How Audits Connect to Everything Else

Audits don't live in a vacuum. Here's how they connect to the rest of SymplProcess:

ConnectionHow It Works
Audits → Action ItemsFailed checkpoints auto-create action items. Those items appear on My Day for the assignee.
Audits → TrendsAudit scores over time show up in Performance Trends. You can see if 5S is improving or declining.
Audits → Shift ReportsSafety incidents in shift reports can be cross-referenced with safety audit findings.
Audits → ParetoThe most common audit failures show up in Pareto analysis — focus on the 20% of issues causing 80% of failures.
Audits → Leader Standard WorkCompleting audits is part of your daily tasks on My Day. It's a habit, not an event.

What's Next?

Module 7 gets into the power tools: the Engineering Task Tracker, Monte Carlo simulation, Value Stream Mapping, Yamazumi charts, and all the advanced features that make continuous improvement engineers very happy. These are the features that separate "we use software" from "we use software well."

Continue to Module 7: Power Tools & Engineering →

← Back to The Long Start · Module 6 of 10 · ← Module 5

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