Separate fact from inference
Keep findings attached to visible evidence, confidence, and a question for the work area.
CSI StudioObserve · think · improve 5S + Safety field guide
Use this guide before, during, or after a workplace review. Visual evidence can point to a condition; people at the work are needed to explain context, agree on the standard, and verify the response.
At the work area
Open a category for observable signals, a common trap, a verification question, and a small experiment.
Keep only what the area needs for its current work.
Tidying everything without deciding what should leave.
What has not been used in the defined review period, and who can decide its disposition?
Run a bounded red-tag area with owner and decision dates.
Give each required item a visible, ergonomic home.
Labeling a poor layout before observing actual use.
Can a new team member find, use, and return the item without asking?
Relocate one frequently used set, then measure search and reach.
Use cleaning to expose abnormal equipment and workplace conditions.
Treating cleaning as cosmetic work performed only before an audit.
Which conditions should be discovered during cleaning, and what happens when one is found?
Create a ten-minute clean-to-inspect route for one asset.
Make the agreed normal condition easy to recognize and restore.
Writing a detailed procedure the area cannot use at a glance.
Does the visual show the real best-known condition, and is it owned by the people doing the work?
Photograph and annotate one verified end-of-shift condition.
Build the review and leadership habits that maintain and improve the system.
Using scores to police people instead of revealing system gaps.
Who checks the condition, how often, and how is a miss recovered and learned from?
Run a weekly five-minute review with one rotating area owner.
Keep visible access, equipment, materials, and protective controls ready for qualified verification.
Treating an image observation as a compliance determination.
What must the area supervisor or qualified reviewer confirm immediately on site?
Escalate the visible concern, verify the required condition, and document the response.
How to use the result
Keep findings attached to visible evidence, confidence, and a question for the work area.
F, D, C, B, and A summarize only the criteria visible in the image. Unseen criteria are excluded, never scored as zero.
Potential scores are conditional. Confirm implementation and sustainment before treating them as earned results.
Use the guide in context
Ask Virtual Patrick to connect the field guide to a specific process gap, gemba plan, Five Whys discussion, or working A3.
Ask Virtual PatrickMethod and source notes
Regulatory material is context only and does not make CSI Studio a safety or compliance assessment.