Free Checklist Templates

Create and customize checklists, templates, and forms using iAuditor

checklist template

Published 21 Mar 2022

What is a Checklist Template?

Checklist template is a tool that businesses use to ensure that tasks are systematically organized, promptly accomplished, and efficiently done. It helps give an overview of the current status and trends of assignments within a team or organization. Checklist templates are also useful in performing various types of processes and improving practices such as inspections, audits, or quality checks.

This article will discuss the following:

Checklist templates can come in the form of traditional pen and paper checklists, in PDF, or even in digital versions. They are used to review steps that are part of a specific task and help guarantee that these steps are done according to the ideal business process.

Benefits of Using Checklists

Using checklists helps confirm that tasks are completed based on the timeline specified and promotes high-level visibility across the organization by ensuring that everyone is on the same page.

Integrating the use of checklists in business strategies also helps monitor a company’s compliance with industry standards and regulations. Additionally, if an industry is mainly exposed to safety hazards, a simple checklist can be used as a tool in reducing errors and preventing accidents by proactively addressing the identified issues.

Although the traditional pen and paper forms of checklists are beneficial, companies can now incorporate the use of digital checklists into their business strategies for a more efficient operation.

Examples of Checklist Templates

The elements of a checklist template vary depending on the needs of the team, project, or business. Each checklist is specifically made to correspond to recognized issues or priorities, and tailored based on the desired outcome of audits. Since there are various kinds of checklists, the following are just some examples of them:

GMP Food Manufacturing Audit Checklist

This Good Manufacturing Practices (GMP) audit checklist for food manufacturing uses the Yes, No, N/A response set and aims to help ensure that food manufacturing processes are done according to specified quality standards and protocols.

More about Good Manufacturing Practices here.

HACCP Plan Template

This Hazard Analysis Critical Control Points (HACCP) plan template is used in conducting hazard analysis and in defining critical limits and critical control points in food production. It also helps in identifying biological, chemical, and physical hazards in the storage, transportation, use, preparation, and sale of perishable goods in relation to production.

More about HACCP plan here.

Incident Report Template

This incident report template can be used by businesses and safety managers to report any injuries and accidents, near misses, damages to property and equipment, health and safety issues, security breaches, and misconducts in a workplace.

More about incident report here.

Risk Assessment and Control Template

This risk assessment template can be used as a tool in identifying and controlling risks in businesses. It includes a risk matrix with consequence, likelihood of hazard injury, and hierarchy of controls.

More about risk assessment here.

6s Lean Checklist

This 6s lean checklist follows the 5s principle of Sort, Set in order, Shine, Standardize, and Sustain, but also adds the concept of Safety. It helps in identifying hazards and potential risks while performing tasks, and allows you to capture photos or media as evidence for higher-level visibility.

More about 6s Lean here.

Introducing iAuditor’s Public Library

The Public Library stores thousands of templates that cater to various industries and business needs. It’s also a combination of checklists uploaded by SafetyCulture staff and other iAuditor users from diverse industries. Public Library also features templates with non-English languages such as Spanish, French, and German, and even lets you print digital checklists as PDFs. Browse and filter templates from the Public Library using these three ways:

  • Featured topics such as cleaning, Covid-19 related, corrective actions, or most downloaded, among others
  • Categories such as agriculture, construction, emergency services, or general, among others
  • Search bar at the top part of the page through the use of industry-related keywords to find the template that you need

Public Library also lets you filter results based on relevance, most number of downloads, or most recently uploaded templates. If you want to know more about this feature, please refer to the Public Library pages in our knowledge base.

How to Create a Checklist Template Using iAuditor

iAuditor by SafetyCulture is a powerful inspection and audit tool that industry leaders use in creating checklist templates and in conducting inspections according to business needs. iAuditor helps ensure that a comprehensive checklist will contribute to the effectiveness of a project, endeavor, or business process. Below are the three ways to create a checklist using the iAuditor app:

Upload and convert

Upload and convert lets you upload existing checklists in the form of Word, Excel, or PDF, and allows you to convert them into digital templates using iAuditor. To do this, follow the steps below:

  1. Log in to the iAuditor web app.
  2. Select Templates from the menu on the left-hand side.
  3. Click + Create template on the upper-right corner of the page.
  4. Click Upload and convert form. This will open a window to your computer file directory.
  5. Navigate through your directory and double-click the Word, Excel, or PDF file you want to convert. This will start the template conversion.
  6. Track the progress of the template conversion with the progress bar on the page.
  7. Check if the Template Editor loads with your form now as an iAuditor template, once template conversion is complete. Please note that while our Template Editor does its best to interpret the form in the conversion process, you may need to take a look at our template building guide, so you can edit your template further and give it the finishing touch.
  8. Upload the finished template to the Public Library so that your teammates and other industry professionals can use it anytime, anywhere, for free. Here’s how it works: How to upload and remove templates from the Public Library.

For more information about this, please refer to our knowledge base page.

Create

This option lets you create your own template from scratch and gives you full control of how the template would look. Follow the steps below to be able to do this:

  1. Log in to the iAuditor web app.
  2. Select Templates from the menu on the left-hand side.
  3. Click + Create template on the upper-right corner of the page.
  4. Click the option of blank template.
  5. Add your template title, description, and title page details.
  6. Start adding questions to your checklist template.
  7. Organize your questions into sections and pages to streamline the inspection experience.
  8. Add a logo to your template by clicking Report on the top of the page and uploading the image at the right side of the Report tab.
  9. Upload the finished template to the Public Library so that your teammates and other industry professionals can use it anytime, anywhere, for free .

For a more comprehensive and detailed guide about this, please refer to our knowledge base page.

Download and customize

This download and customize option, as the name suggests, lets you download templates from the Public Library, and use them as is or customize them according to your needs. To do this, you can go directly to the Public Library and select templates from there or follow the steps below:

  1. Log in to the iAuditor web app.
  2. Select Templates from the left-hand side menu.
  3. Select Public Library tab on the top of the page.
  4. Search for a template by keywords in the search field, filter by industry from the drop-down menu, or browse through the list.
  5. Choose to download and immediately start a new inspection or edit the template. If you want to edit the template, click Edit questions.
  6. Edit the template based on your needs and specifications.
  7. Proceed with the inspection as normal.

For more information about this, please refer to our knowledge base page.

Another important feature of creating checklist templates using iAuditor is that it allows you to select the best set of responses according to determined standards and based on your desired outcome. While typically used responses are Yes or No, Compliant or Non-Compliant, and Pass or Fail, you can always create and customize on your own. For more information on this, refer to this knowledge base page.

Additionally, if you want a more accurate insight on the result of your inspections or audits using checklist templates, you can make use of iAuditor’s Scoring feature. This lets you incorporate a score to every response, which also allows for a more comprehensive and measurable result that, over time, you can use for analysis of performance and continuous improvement.

Further raise your collaborative capabilities with Integrations. This feature lets you connect iAuditor to your teams’ other tools and allows for a more streamlined process between softwares.

If you want to know more about iAuditor’s features and capabilities, please visit our Knowledge Base.

SafetyCulture Content Specialist

Jaydee Reyes

Jaydee Reyes is a content writer and researcher for SafetyCulture. Her six-year experience in the field of data research and media monitoring adds expertise and quality to her work. She is also a champion of leveraging technology to promote a culture of safety in workplaces around the world. As a content specialist, she aims to help companies adapt to digital changes through interesting and informational articles.

Jaydee Reyes is a content writer and researcher for SafetyCulture. Her six-year experience in the field of data research and media monitoring adds expertise and quality to her work. She is also a champion of leveraging technology to promote a culture of safety in workplaces around the world. As a content specialist, she aims to help companies adapt to digital changes through interesting and informational articles.