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5S Audit

5S AUDIT​

1.1 Add 5S Audit​

Add 5S Audit- Step-by-Step

Step 1: Reach the 5S Audit Section

  • From the main side menu, click on "5S", then go to "Operations", and finally choose "5S Audit ". This will open the 5S Audit Search page.

Step 2: Adding 5S Audit

  • Located at the top-right corner of the 5S Audit Search page, there is an "Add Audit ". Click on this button to proceed.

Step 3: Fill in details

Add Audit page will open after clicking the 'Add Audit’ button. Complete the following information:

  • Auditing Zone: [Single drop-down] (Mandatory) Select the Zone.
  • Zone Leader and Zone Co-Ordinator Fields: [Read only] (Mandatory) Data fetched based on selected Zone.
  • Zone Area: [Multiple drop-down] (Mandatory) Data fetched based on selected Zone.
  • Audit Date: [Text Field] (Mandatory) By Default: Current date. If needed, you may change the date as you preferred.
  • Observation: [Text Field] (Optional) Type notes or remarks.
  • Important Note: All fields with a (*) are mandatory, so remember to fill them all.

A.Auditing Zone (Single Select) — Mandatory

  • Purpose: Filters available Areas and Questions.
  • User Action: Select one Zone from a predefined dropdown.
  • System Behaviour: Upon selection, the Areas list is filtered to match the selected Zone.

B. Zone Area (Multi-Select) — Mandatory

  • Purpose: Determines applicable Questions for the selected Zone.
  • User Action: Select one or more Areas from a filtered list.
  • System Behaviour: Selected Areas determine which Questions are available.

C.Zone Leader & Co-Ordinator — Read-Only, Mandatory

  • Behaviour:
  • These fields are auto filled when Auditing Zone and Area(s) are selected.
  • The user cannot edit these values manually.
  • They are derived from backend mapping logic.

D.Audit Date — Mandatory

  • User Action: Select a date from the calendar input.
  • Validation: The date must be today or a future date.

E. Observation — Optional

  • Purpose: Capture free-form notes about the audit.
  • User Action:
  • Enter text freely into this field.
  • This is not required to submit the form.

F. Questions & Answers (Dynamic) — Mandatory

  • Behaviour:
  • Based on the selected Zone and Area(s), the system fetches a list of Questions in the format.
  • All questions must be answered before submission.
  • Provide answers to each question (typically through radio buttons, dropdowns, or text inputs).
  • The Images fields are optional.
  • Add file upload restriction : Question can have a maximum of 4 image files, and the total number of image files is limited to 40.

Step 4: Submit or Clear:

  • Submit: To save all questions, answers, and Images.
  • Clear: To click the Clear button, clear all data.
  • Once data is saved create 5s Audit Screen is routed to Audit Search page.

Step 5: Going Back:

  • If you change your mind and don't want to add a 5s Audit place, click "Cancel." This takes you back to the Places 5s Audit Search page.

1.2 Search 5S Audit​

Search 5S Audit- Step-by-Step

Step 1: Start Searching

5s Audit Search page, you can search in different ways:

  • Date From: Select the date range from when you want to search.
  • Date To: Select the date range until when you want to search.
  • Auditing Zone: Select the auditing zone for which you want to search for.
  • Click the “Search” Button.

Step 2: See the Results

After clicking "Search," you'll see results:

  • If you search by Dates and auditing zone you'll find the matching result with Generate, Auditing zone, Audit date, and Observation with an option to view/edit

Step 3: PDF Generation

  • Clicking the Generate Audit Form PDF button allows users to download a PDF version of the specific selected 5s entry.

1.3 Edit 5S Audit​

Edit a 5S Audit Step-by-Step

Step 1: Start Searching

Step 2: Edit Details

After searching, you'll see the 5S Audit you want to edit.

  • Click "View/Edit" next to the S.No to reach the Edit 5S Audit page.

Step 3: Edit 5S Audit Page

  • On the Edit 5S Audit page, you'll find the existing details of the 5S Audit you're editing.
  • The system loads the record with all associated data.
note

If a new question is added against a zone in the zone master screen the newly added question will not be reflected for the audit form which is already submitted.The question will be displayed only if you edit the existing data or add a new data.

Step 4: Update

  • Click the “Submit” Button.

That's it! You've learned how to ADD, SEARCH, EDIT a 5S Audit using the DMeX app. If you need help, contact the support team.