What is a Check Sheet?

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Check Sheet (Data Collection Sheet)

What is it?

✔ A check sheet , also known as tally sheet, is a form for systematic data gathering and registering to get a clear view of the facts.

✔ It is used to keep track of how often something occurs.

✔ The form of the check sheet is tailored for each situation/application.

When do we use it?

✔ A check list is used to indicate the frequency of a certain occurrence.

How do we construct it?

A checklist may be constructed using the following steps:
  1. Formulate the objective for collecting data.
  2. Decide which data is necessary.
  3. Determine who and how data will be analyzed.
  4. Draw a format to record data.
  5. Collect and record data problem-wise by putting tally lines.
  6. Start counting by tallying on the list: I, II, III, IIII and List represent the numbers 1,2,3,4 and 5 respectively.
  7. Mark on the list the total number of facts, which were noticed.

Types of Check Sheets

The widely used different types of check sheets are:
1. Process distribution check sheet
✔ This check sheet is used to collect on process variability.
2. Defective item check sheet
✔ This check sheet is intended to specify the variety of defects occurring, together with their frequency of occurrence.
3. Defect location check sheet
✔ This check sheet is intended to identify where defects occur on the product.
4. Defect factor check sheet
✔ This check sheet is used to monitor the input parameters in a process that might affect the incidence of defects.
Illustrations
Example 1: Fig.1 illustrates the check sheet of customer complaints by category.
S. No. Problems Frequency
(i) Delivery List II 7
(ii) Packaging II 2
(iii) Quality/Performance List List I 11
(iv) Personnel List List 10
(v) Invoicing List List List III 18

Fig. 1. Check sheet/tally sheet of customer complaints

Example 2: A xerox making machine company notices a sudden increase in complaints about poor quality photocopies. To analyse these complaints, the causes of defects are traced using a check sheet, as shown in Fig.2.

Causes of defects Types of defects Total
Missing pages Muddy copies Pages out of sequence show through
Humidity II Defects I 11
Machine jams II I 3
Toner III II I II 8
Conditions of original I II Pages out of sequence I 10
Total 6 14 7 5 32
Fig. 2. Check sheet to analyse the causes of defects
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