Turn any shopfloor checklist into a digital record

Replace paper forms, Excel sheets and disconnected checklists with structured digital checks that operators can complete on phone, tablet or shared terminal.

Start with a simple checklist. Add automatic triggers and follow-up actions only where they create value.

Running on shop floors at

Bosch
Siemens
thyssenkrupp
Porsche
GKN
Gazelle
Dantherm Group

Six patterns

What do you need the checklist to do?

A checklist can simply create a record. Or it can become part of the operational process.

Confirm

Simple completion

Inspect

Condition or quality decision

Measure

Values and tolerances

Document

Traceable execution record

Initiate

Schedule, usage or process trigger

React

Task, escalation or follow-up

Start with one. Add more only where it creates value.

Confirm

Did we do it?

The simplest checklist does one job: confirm that required work happened.

Typical examples:

  • cleaning completed
  • safety guard installed
  • workstation checked
  • material prepared
  • shift handover completed
  • maintenance routine performed

Inputs can stay simple:

  • done
  • yes / no
  • pass / fail
  • selection
  • comment
The operator does the work. Workerbase creates the structured record. Best fit:
  • cleaning
  • safety
  • routine maintenance
  • handovers
  • standard checks
Digital checklist with simple completion fields on a station

Workstation check

Station 12 · Shift B

  • CleaningDone
  • Guard installedYes
  • ResultPass
Inspect

Is it okay?

Inspections capture a decision about the condition of a product, asset or process.

Use inspections for:

  • quality checks
  • incoming inspection
  • maintenance inspection
  • safety inspection
  • layered process audits
  • gemba checks

A checklist is not only a list of completed tasks. It can capture the decision made at the point of work.

Operator capturing an inspection decision on a handheld

Seal condition

Incoming · Order 8231

  • DecisionOK
  • PhotoCaptured
  • CommentAdded
Measure

Is it within spec?

Capture production values directly where they are measured.

Typical inputs include:

  • torque
  • temperature
  • pressure
  • thickness
  • weight
  • dimensions
  • process parameters
Workerbase can compare captured values against defined limits and make the result immediately visible. Best fit:
  • quality
  • changeover
  • maintenance
  • assembly
  • process checks
Workerbase measurement: temperature value, photo of the part, and pass/fail on phone
Document

Can we prove it?

The checklist is only half the job.

Every completed check creates a structured execution record.

Depending on the process, that record can include:

  • operator
  • timestamp
  • checklist revision
  • machine / asset
  • product / serial number
  • order
  • measurements
  • photos
  • signatures
  • comments
  • deviations
  • completed steps

Every checklist result becomes an audit-ready record.

Operator capturing evidence that becomes an execution record

Execution record

Machine 23 · Order 8231

  • OperatorShift B
  • Revisionv4
  • SignatureSigned
Records

The record should outlive the screen it was captured on.

Workerbase stores checklist results so they can be used later for audits, customer requests, investigations and operational analysis.

Examples:

  • searchable
  • filterable
  • sortable
  • traceable
  • exportable
  • Show all failed checks for Machine 4711.
  • Show all inspections for Order 8231.
  • Which operator completed this check?
  • Which checklist revision was used?
  • Which values were outside tolerance?
  • Show every inspection from last month.
  • Export the full history for an audit.

The execution record stays connected to the operational context it came from.

Checklist records with search, filters, Machine 4711 context, status and export

From paper checklist to live execution

PDF work instructions transformed by AI into Workerbase mobile checklists

Start with what you already have.

  1. 1. Paper / PDF / Excel
  2. 2. Digital checklist
  3. 3. Structured execution record

Existing forms can become digital checks without turning the whole surrounding process into a Workerbase workflow.

Build and change checklists without IT

Create and maintain checks for the shopfloor without a software-development project.

Typical elements include:

  • yes / no
  • checkbox
  • selection
  • numeric input
  • tolerance
  • text
  • photo
  • signature
  • barcode / QR scan
  • required fields
  • conditional questions

Pressure measurement

Required · Unit: bar

  • TypeNumber
  • RequiredYes
  • Unitbar
  • Minimum2.8
  • Maximum3.5
  • If outsideFailed
Workerbase checklist builder with input types beside a live Maintenance Checklist preview

Initiate

When does this check need to happen?

A checklist does not need to wait in a library until someone remembers it. Workerbase can initiate work based on time, usage or operational state.

Time-based

Every Monday, 06:00 -> weekly safety inspection.

  • every shift
  • daily
  • weekly
  • monthly

Usage-based

Machine reaches 500 operating hours -> maintenance inspection becomes due.

  • operating hours
  • production quantity
  • cycles
  • batches

Event or state-based

Changeover completed -> start first-piece inspection.

  • order reaches a station
  • maintenance task completes
  • machine changes state
  • production restarts
  • quality event occurs
Initiate tells Workerbase when the checklist is needed.
React

What happens when something fails?

A checklist can stop at the record.

Or the result can trigger the next action.

Other actions can include:

  • ask additional questions
  • require a photo
  • block completion
  • create a task
  • notify someone
  • escalate
  • branch into rework
  • write the result back to another system

React tells Workerbase what to do with the result.

Failed measurement creating a quality task and notification

Thickness

Maximum 3.5 mm

  • Value3.6 mm
  • ResultFail
  • NextQuality task

From standalone checklist to connected execution

Standalone

  • Operator opens checklist
  • Complete the check
  • Create execution record
  • Search and export later

Connected

  • Workerbase initiates it
  • Product / asset / order context is loaded
  • Failure triggers the next action
  • Results can be written back
Start with the checklist. Connect the process only where it creates value.

Every checklist belongs to operational context

A checklist is more useful when the record says what it belongs to. Workerbase can associate execution with context such as:

machine
asset
product
serial number
order
station
location
process

Instead of

Inspection 471

You get

Inspection 471 · Machine 23 · Order 8231 · Shift B

That makes the resulting data usable for history, traceability and analysis.
Complex process? Do not build one giant form.

Break the process into the right checks, at the right point in execution.

A paper traveler or production record may contain:

  • product and order data
  • inspections
  • serial numbers
  • approvals
  • calculations
  • order / product / serial
  • assembly step
  • measurement
  • visual inspection
  • photo evidence
  • 4-eye approval
  • final release

Digitizing all of that as one long form creates the same problems as paper, only on a screen. Each person sees only what is relevant now. The complete execution history is assembled in the background.

Small forms during execution. Complete record afterwards.

Checks at the right point in execution instead of one giant form

Use the systems that already know the context

erp
mes
qms
wms
scada
machines
apis
uns / mqtt

That context can determine:

which checklist is needed · when it becomes due · what product or asset it belongs to · who should receive it · what happens after completion

FAQ

Bring us one real checklist

Paper. PDF. Excel. Existing digital form.

We will show you what it becomes in Workerbase: from simple digital capture to automated initiation and follow-up.