Ecofyx
Ecofyx / Templates / 5S audit
Quick template

5S audit

Run 5S audits with scores, pending items, deadlines and evidence.

What this template is designed to organize

Run 5S audits with scores, pending items, deadlines and evidence.

Operational area

Quick templates

Connected structure

1 form connected to the same Ecofyx operation and record history.

Template profile

Quick template

What comes with this template

Add this template to an Ecofyx operation to keep its forms, records and results together.

Included form 1 · 7 visible fields

5S audit

Key fields:

  • Area or department evaluated
  • Sort — separate what is needed from what is not
  • Set in order — each item has a designated place
  • Shine — workplace and equipment are clean
  • Standardize — visual standards and routines are maintained
  • Sustain — the team follows and maintains the standards
  • Action deadline

How this template organizes the routine

Run 5S audits with scores, pending items, deadlines and evidence. The structure centralizes records, reduces parallel controls and keeps follow-up in the same operational context.

Information capture

Use the included forms to collect the information needed for this routine.

Operational view

View records in a table on desktop and in equivalent cards on mobile.

History and results

Review previous records, follow progress and view results in the same operation.

Dashboard and operational follow-up

Review the records, filters and indicators available to follow this routine.

5S audit

View records in a table on desktop and in equivalent cards on mobile.

Record type5S audit
Primary field5S audit

Available filters

LocationPerson responsible

Visible dashboard columns

  • Location
  • Condition
  • Date
  • Due date
  • Person responsible

Headline metrics

Use these indicators to follow activity, progress and items that need attention.

Records this month
Today's records
Nonconformities
Overdue deadlines

Available actions

Open the relevant form or take the next step from the dashboard. Available actions depend on the record and your access.

  • Add record
  • Add another record

What you can customize

Use the ready structure as a starting point and adjust the elements that are safe to edit for your operation.

Fields and options

Adjust labels, required answers, alternatives and safe extra fields according to the real need.

Identity and access

Configure the operation name, description, team and permissions. Public-page identity can be adjusted when the template includes that resource.

Use and follow-up

Use dashboards, history, filters and exports according to the resources enabled for the template.

Questions about this template

Review the most common questions before using this structure.

What is the 5S audit template for?

Run 5S audits with scores, pending items, deadlines and evidence.

Which forms are included in this template?

5S audit.

How are records organized in Ecofyx?

Data is organized in the 5S audit dashboard, with an operational list, history and follow-up tools adapted for desktop and mobile.

Does this template include a public page?

A simple internal workflow.

Can I customize this template for my organization?

Yes. Install the template in your operation, then adjust the available fields, options and settings to suit your routine.

Start with 5S audit

Ecofyx will take you through the standard flow to choose or create the operation where this template will be used.