5S Audit

The 5S Audit module in ProBeya digitizes workplace organization assessments based on the 5S methodology: Sort, Set in Order, Shine, Standardize, and Sustain. Teams create reusable checklist templates, conduct scored audits on the shop floor, and automatically generate follow-up actions for low-scoring items.

Audit scores are tracked over time, enabling trend analysis and radar chart visualization of 5S maturity across categories.

5S Categories

Code	Category	Focus
Sort	Seiri	Remove unnecessary items from the workspace
Set in Order	Seiton	Organize remaining items for easy access
Shine	Seiso	Clean and inspect the workspace regularly
Standardize	Seiketsu	Create standards and visual controls
Sustain	Shitsuke	Maintain discipline and continuous improvement

Creating an Audit Checklist

A checklist template defines the assessment criteria used during audits. Each template can be reused for multiple audit sessions.

1. Navigate to a board and open the 5S Audit tab.
2. Click + New Checklist.
3. Enter a name (e.g., "Production Line A — 5S Checklist").
4. Add assessment items, each with:

Field	Description	Required
Question	The assessment criterion (e.g., "All tools returned to designated locations")	Yes
Category	5S category: Sort, Set in Order, Shine, Standardize, Sustain	Yes
Max Score	Maximum score for this item (default: 5)	No

5. Click Save. The checklist is now available for audit sessions.

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Organize items by category so the auditor can work through each 5S pillar systematically during the walk. Aim for 4-6 items per category for a balanced assessment.

Conducting an Audit

Starting a Session

1. In the 5S Audit tab, click Start Audit.
2. Select the checklist template to use.
3. Optionally set the audit date (defaults to today).
4. Click Begin. A new audit session opens in in_progress status.

Scoring Items

For each checklist item, the auditor assigns a score:

Score	Meaning
1	Very poor — significant non-conformance
2	Poor — multiple issues observed
3	Acceptable — minor issues, room for improvement
4	Good — meets standard with minor observations
5	Excellent — fully compliant, best practice observed

For each item, the auditor can also:

• Add a comment explaining the score rationale.
• Attach a photo as evidence (uploaded to S3 storage).

Scores can be corrected during the session by re-scoring the same item. The latest score always takes precedence.

Completing the Audit

1. After scoring all items, click Complete Audit.
2. The system validates that every checklist item has been scored.
3. The final total score and percentage are calculated.
4. The session transitions to completed status.

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All checklist items must be scored before completing an audit. Partial audits cannot be finalized.

Generating Actions from Audit Results

Low-scoring items can be automatically converted into tracked action items:

1. Open a completed audit session.
2. Click Generate Actions.
3. Set the score threshold (default: 3). Items scoring below this threshold will generate actions.
4. Click Confirm.

For each low-scoring item, an action is created with:

• Title: [5S Audit] Improve: {question text}
• Description: Score details and auditor comment
• Priority: High for scores of 1, Medium for scores of 2
• Source: audit (for traceability)

Score History and Radar Chart

Trend Analysis

The score history view shows how audit performance evolves over time:

• Line chart plotting total score percentage across completed sessions.
• Date filtering to focus on specific time periods.
• Checklist filtering to track a specific template's performance.

Radar Chart

The radar chart displays per-category scores, giving a visual overview of 5S maturity:

• Each 5S category forms one axis of the radar.
• The current audit score is plotted as a filled polygon.
• Previous audits can be overlaid for comparison.

This visualization instantly highlights which 5S pillars need the most attention.

Permissions

Action	Required Role
View audit checklists and sessions	Any board member
Create/edit checklist templates	Board admin or workspace admin
Start and conduct audit sessions	Any board member with write access
Complete audit sessions	Auditor (session creator) or board admin
Generate actions from results	Board admin or workspace admin

Related Features

• Action Log — Follow up on improvement actions generated from audits
• KPI Boards — Track audit scores as a Quality KPI
• Gemba Walk — Combine 5S audits with gemba walk observations
• Templates — Save audit checklists as reusable templates