CSI StudioObserve · think · improve

5S + Safety field guide

Know what to look for—and what an image cannot tell you.

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

Six categories, one practical conversation.

Open a category for observable signals, a common trap, a verification question, and a small experiment.

01

Sort

Keep only what the area needs for its current work.

Observable signals

  • Obsolete, duplicate, or unidentified items
  • Mixed status or uncertain ownership
  • Floor and bench space used as storage

Common trap

Tidying everything without deciding what should leave.

Verify at the work area

What has not been used in the defined review period, and who can decide its disposition?

Small experiment

Run a bounded red-tag area with owner and decision dates.

02

Set in order

Give each required item a visible, ergonomic home.

Observable signals

  • Searching, long reaches, or shared hiding places
  • No quantity, location, or return cue
  • Material movement crosses normal work

Common trap

Labeling a poor layout before observing actual use.

Verify at the work area

Can a new team member find, use, and return the item without asking?

Small experiment

Relocate one frequently used set, then measure search and reach.

03

Shine

Use cleaning to expose abnormal equipment and workplace conditions.

Observable signals

  • Leaks, residue, debris, or obscured inspection points
  • No cleaning ownership or response trigger
  • Recurring contamination without cause review

Common trap

Treating cleaning as cosmetic work performed only before an audit.

Verify at the work area

Which conditions should be discovered during cleaning, and what happens when one is found?

Small experiment

Create a ten-minute clean-to-inspect route for one asset.

04

Standardize

Make the agreed normal condition easy to recognize and restore.

Observable signals

  • Shift-to-shift layout differences
  • Standards stored away from the work
  • No clear normal quantity, status, or reset state

Common trap

Writing a detailed procedure the area cannot use at a glance.

Verify at the work area

Does the visual show the real best-known condition, and is it owned by the people doing the work?

Small experiment

Photograph and annotate one verified end-of-shift condition.

05

Sustain

Build the review and leadership habits that maintain and improve the system.

Observable signals

  • Old audit sheets or repeated misses
  • No owner, due date, or abnormality response
  • Conditions improve only before visits

Common trap

Using scores to police people instead of revealing system gaps.

Verify at the work area

Who checks the condition, how often, and how is a miss recovered and learned from?

Small experiment

Run a weekly five-minute review with one rotating area owner.

06

Safety

Keep visible access, equipment, materials, and protective controls ready for qualified verification.

Observable signals

  • Obstructed emergency or equipment access
  • Missing, damaged, or unclear protective controls
  • Unlabeled chemicals, waste, or status

Common trap

Treating an image observation as a compliance determination.

Verify at the work area

What must the area supervisor or qualified reviewer confirm immediately on site?

Small experiment

Escalate the visible concern, verify the required condition, and document the response.

How to use the result

AI accelerates seeing. Your team owns the standard.

01

Separate fact from inference

Keep findings attached to visible evidence, confidence, and a question for the work area.

02

Understand the grade

F, D, C, B, and A summarize only the criteria visible in the image. Unseen criteria are excluded, never scored as zero.

03

Verify before claiming improvement

Potential scores are conditional. Confirm implementation and sustainment before treating them as earned results.

Virtual Patrick · AI lean coach

Use the guide in context

A reference helps most when it sharpens the next question.

Ask Virtual Patrick to connect the field guide to a specific process gap, gemba plan, Five Whys discussion, or working A3.

Ask Virtual Patrick

Method and source notes

Helpful references, separated from AI observations.

Regulatory material is context only and does not make CSI Studio a safety or compliance assessment.