Digital checklists & reports

Inspect with a system.
Make quality the standard.

With Operations1, digital checklists become a controllable foundation for standardized, audit-proof, and scalable inspections.

Drag & drop editor for digital work instructions

Trusted by leading manufacturers

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Digital checklists that work on the shopfloor

Traceable inspections

Reduce documentation effort by up to 67% by eliminating the need to explain or piece together inspections after the fact.

Consistent execution

Reduce process deviations by up to 50% by ensuring inspections follow a clear process and are no longer interpreted differently.

Higher equipment availability

Reduce unplanned downtime by up to 60% by detecting deviations early instead of only when failures occur.

Document creation

Set up digital checklists quickly and roll them out consistently

Transfer inspection and documentation processes into digital checklists and create a reliable foundation for scalability and comparability. Replace paper-based, unstructured templates with a central single source of truth.

  • No-code creation of checklists and report templates using an intuitive drag-and-drop editor

  • Embed images and videos in checklists and edit them easily

  • Add a wide range of interaction types such as checks, multiple choice, measured values, and text inputs

  • Use reusable, standardized templates for inspection and documentation processes

Intuitive digital checklists and work instructions
AI Document Automator

Easily convert existing checklists using AI

Digitize existing checklists and reports using AI and make current content immediately system-ready. Accelerate the transition from paper and Office documents to digital inspection processes without time-consuming rework.

  • AI-based conversion of Word, Excel, PowerPoint, and PDF files

  • Structured transfer of inspection steps and record content

  • Central consolidation of different template formats

Transfer and create work instructions quickly with AI
Process guidance

Guide inspections and systematically prevent errors

Use digital checklists with integrated process logic to guide employees safely through inspection and control processes. Reduce incomplete or incorrect records through mandatory fields and clear step-by-step guidance.

  • Structured step-by-step guidance

  • If-then logic for context-dependent inspection paths

  • Mandatory fields and validation logic

  • Measured value capture with limit values and OK/NOK logic

Define conditions for work steps
Operations1 Assistant App

Provide checklists reliably on mobile devices on the shopfloor

Provide workers with digital checklists directly in manufacturing via tablet or smartphone. A clearly structured user interface supports simple and reliable use in demanding shopfloor environments.

  • Mobile app for tablet and smartphone (Android and iOS)

  • Intuitive, shopfloor-optimized user interface

  • Camera use for photos, videos, and QR code scans

  • Reliable offline use

Form-based application for engine inspection with step overview, file previews, input fields, and highlighted interaction arrows.
Findings documentation

Visually document defects and deviations directly within the inspection step

Enable workers to capture findings and deviations visually directly in the inspection context. Reduce follow-up questions and coordination effort through meaningful photos and videos within each inspection step.

  • Capture photos and videos for precise description of findings

  • Edit images with markings to clearly highlight deviations

  • Structured assignment of media to the inspection step

Trim and edit videos
Approvals & signatures

Approve digital inspections and close them legally compliant

Make responsibilities in inspection and acceptance processes transparent and verifiable. Secure reports with digital signatures and defined approval steps.

  • Digital signature fields per inspection step or report

  • Digital signatures via touch or pen on mobile devices

  • Workflow logic for completed and approved reports

  • Mapping multi-level approval processes (Multi-Level Reviews)

User interface with a task list, inspection questions, status labels, and an open digital signature modal.
Audit readiness

Automatically generate audit-ready reports

Automatically generate inspection reports directly from the digital checklist. Ensure complete traceability of all inputs, media, and changes for audits and evidence.

  • Generation of digital reports without manual post-processing

  • Export of reports, for example as PDF

  • Central storage and archiving of completed reports

  • Interaction history with timestamps

  • Audit trail for changes, versions and approvals

Overview tab of a checklist report showing progress at 62%, optional and mandatory entries, classifiers like location and department, and an open three-dot menu with actions such as “Share Report” and “Export PDF Report.”
Multilingual checklists

Establish global inspection standards with multilingual checklists

Create a scalable foundation for consistent inspection processes in international organizations. Ensure that all sites work with identical, language-adapted content.

  • Automatic AI-based translation of checklists

  • Central content maintenance across all languages

  • Use in the respective working language

Software interface focused on multilingual checklist management, highlighting the translation settings dialog and language selection options.
Taskmanagement

Move directly from inspection to action

Seamlessly transfer identified deviations into concrete tasks. Ensure that issues are handled in a traceable way and do not get lost.

  • Creation of tasks directly from checklists and reports

  • Assignment of tasks with clear responsibility

  • Status and priority tagging for actions

  • Documentation of corrective and follow-up actions

New task easily created in digital checklist
Variant management

Map complex variant logic in a structured and scalable way

Manage variant diversity in inspection processes without increasing complexity for workers. At the same time, ensure that content is maintained consistently and efficiently across all variants.

  • Context-dependent control of inspection steps within checklists

  • Precise mapping of product, machine, and order variants

  • Reusable modules for identical inspection content

  • Central maintenance of modular content

Modular structure in documents
Analysis & improvement

Analyze inspection processes and continuously improve them

Use data from checklists and reports to systematically analyze quality, processes, and workflows. Create transparency around defect patterns, cycle times, and anomalies as a basis for continuous improvement.

  • Analytics on report usage, defect rates, and process times

  • Structured analysis of defect patterns and related findings media

  • Comparability of inspection results across time periods, products, and sites

  • Benchmarking of standardized, recurring inspection processes

  • Reliable data foundation for continuous improvement (CIP)

Dashboard showing an analytics view with date selector, charts, and an open filter panel.
System integration

Implement end-to-end digitized inspection processes

Create seamless inspection processes from planning through to feedback in leading systems. Integrate digital checklists into your system landscape and establish a scalable end-to-end structure.

  • Seamless integration with ERP, MES, and third-party systems (e.g. SAP)

  • System integration via APIs, webhooks, and standard connectors

  • Use of existing master data and order data

  • Seamless feedback of inspection results to leading systems

Software UI focused on an English-language checklist workflow, highlighting task steps, request information actions, and integration logos such as Microsoft 365, SAP, SQL, Oracle, DeepL, and Sage.

Proven results from the shopfloor

How Liebherr-Verzahntechnik GmbH realizes consistent quality globally

  • -70% effort involved in training new employees

  • 5 temporary workers can be supervised simultaneously

  • -66% time required for production relocation

Events & Webinars

Insights and best practices for industrial manufacturing

Book a personal demo

Get in touch with our product experts to find out how you can benefit from Operations1.

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FAQ

  • Can digital checklists be mapped in a variant-specific way?

    Digital checklists can be mapped in a variant-specific way by showing or hiding inspection steps depending on the context. Product variants, machine types, or order characteristics automatically determine which content is relevant in each inspection process. 

    In Operations1, variant management enables a structured mapping of complex variant logic without unnecessarily complicating the checklist for workers. Reusable modules and centralized maintenance ensure that changes automatically take effect in all linked checklists.

  • Can I create digital checklists with AI?

    Digital checklists can be created with AI by automatically recognizing and structuring content from existing documents such as PDFs or Office files. Inspection steps, input fields, and content are transferred into a digital checklist structure. 

    In Operations1, this process is handled by the AI Document Automator, which quickly digitizes existing checklists and makes them centrally available. This eliminates the need for time-consuming manual recreation.

  • How can digital checklists be created?

    Digital checklists can be created by structurally modeling inspection and documentation processes in checklist software. Inspection steps, input types, and mandatory fields are clearly defined to ensure complete records.

    In Operations1, digital checklists are created using an intuitive no-code editor with drag-and-drop functionality. Content is versioned centrally and then made available mobile and across sites.

  • How can existing checklists be digitized?

    Existing checklists can be digitized by converting paper forms, PDFs, or Excel files into structured, system-guided digital checklists. Inspection steps are not only transferred but enhanced with logic, mandatory fields, and clear process guidance.

    In Operations1, the AI Document Automator supports the AI-based conversion of existing checklists from common Office formats and PDFs. Different templates are centrally consolidated and transformed into a uniform structural format.

  • What use cases are digital checklists suitable for?

    Digital checklists are suitable for all use cases where inspection and control steps need to be carried out and documented in a structured way. Typical areas of application include quality inspections, acceptance records, safety checks, maintenance inspections, and checklists in plant engineering.

    In Operations1, digital checklists are used to execute these processes consistently, mobile, and across sites. Structured data capture creates transparency and comparability across time periods, products, and locations.

  • What are digital checklists?

    Digital checklists are software-based inspection and documentation formats that guide users step by step through defined control or acceptance processes. Unlike paper lists or simple files, they capture inputs in a structured way, including timestamps, responsibilities, and media.

    Operations1 provides digital checklists as a central single source of truth and ensures consistent content across all plants. This creates standardized, audit-proof records that are generated directly from execution.

  • What advantages does software for digital checklists offer?

    Software for digital checklists delivers its full value when it maps inspection processes holistically and supports them operationally. It connects creation, execution, documentation, and analysis in one continuous system and replaces fragmented point solutions.

    In Operations1, this results in clear benefits: digital checklists are maintained centrally, used mobile, and automatically converted into audit-ready records. Mandatory field logic, process guidance, and media integration ensure complete, high-quality inspection results.

    The immediate availability of structured data enables reliable analysis, reduces audit effort, and creates a scalable foundation for quality management, compliance, and continuous improvement.

  • What functions does software for digital checklists offer?

    Software for digital checklists provides functions to fully map, execute, and reliably document inspection processes digitally. This includes a form editor for no-code creation, mandatory field logic, process guidance, and the integration of images and videos directly within the inspection step. 

    In Operations1, digital checklists are versioned centrally, used mobile on the shopfloor, and automatically converted into structured inspection records. Audit trails, timestamps, and role information ensure audit-proof documentation and audit readiness. 

    In addition, analytics functions enable the evaluation of defect patterns, cycle times, and anomalies, creating a solid basis for quality management, compliance, and continuous improvement.