As mentioned in the previous content, retail store audits are crucial for business owners to get what is going on in their stores. Traditionally, the management carries out store audits using spreadsheets and pen-and-paper methods. 

This method is quite time-consuming and causes a big drain of resources. Thanks to the advancement of technology, digital checklists have become an increasingly popular method for businesses to audit the performance of their chain store. 

So why exactly do businesses switch to digital checklists? Find out the answer in today's article.

digital checklists

Businesses switch to digital checklist

Why do Businesses Switch to Digital Checklist?

It is obvious that technologies significantly empower the employees' workflow in various industries. Field workers and remote personnel can take advantage of this advancement in the workflow by switching from paper checklists to digital solutions. Let's explore some outstanding benefits of digital checklist in the following content.

Enhanced Accountability

It is vital for businesses to improve accountability in the industry. When it comes to this aspect, digital checklists can enhance that aspect in different ways.

#1. Verify Task Accomplishment

When you apply practical digital checklist, you can quickly check or report the procedure of tasks. This way is helpful and time-saving because you will not have to call, email, and reach out to the relevant personnel to get the project status.

#2. Guarantee Compliance With Essential Performance Standards And Protocols

It might be challenging to maintain compliance with business procedures and industry standards. However, it is crucial for regulatory adherence, customer satisfaction, and safety. 

Digital checklists deliver businesses with the capability to ensure business compliance via various steps to be accomplished.

#3. Monitor Time On A Certain Job Site Or Task

By monitoring the time conducting the task, you can measure and monitor how efficiently the job is getting completed. It is also helpful to enhance productivity by delivering insights into the operating activities that you can improve.

digital checklists

Measure and monitor how efficiently the job

#4. Demonstrate Values

When applying a digital checklist, retailers can have "concrete" evidence of how efficient staff are at doing tasks and contributing to the success of their company. This way will ensure businesses can show their values with completed objectives when needed.

#5. Reduce Human Errors In Data Input And Collection

As you might know, human errors are quite popular in various industries. That said, when using mission-critical systems, sensitive data, or hazardous materials, you can cut or reduce mistakes. This is where digital checklist make it possible.

#6. Updates Guarantee Forms And Procedures Are Not Outdated

Digital checklist can be automatically and constantly updated. This digital solution will ensure you will not work with obsolete systems and forms. A digital checklist eliminates the need to send new paper-based forms whenever a change occurs.

digital checklists

Digital solution will ensure you will not work with obsolete systems and forms

Enhanced Efficiency

Digital checklist apps can maximize the efficiency of businesses or take productivity to a new level.

#7. Focus On Tasks At Hand

Getting aware of and understanding the relevant task will provide staff with a huge efficiency boost. The confidence achieved with a prominent display of the goals and steps to finish a job can enhance work quality.

#8. Cut Time On The Task Conduction With Real-Time Input

When auditors or staff input the data or audit some establishments, a digital checklist helps to reduce the time needed to conduct a job. You can focus on improving work quality by saving time on tasks.

#9. Remain Organized With All Materials In Hand

You can remove the difficulties of juggling work orders in the service vehicle or on the staff's desk in the facility. A digital checklist provides a highly consistent, organized way to reach the data you need.

#10. Cut Paperwork

Doing too much paperwork is quite wasteful for our environment, while paper-intensive procedures can be a waste of time. The utilization of checklist apps can enable supervisors or any employee to cut time-wasting paperwork, thus, streaming procedures and tasks. Accordingly, you can go green simultaneously.


Doing too much paperwork is quite wasteful for our environment

#11. Remove Unnecessary Manual Operation Costs

Manual operating activities can be surprisingly heavy for management. From paper storage and document disposal to environmental costs and printing, your business can cut out the expenses of manual operations.

#12. Enhance Mobility

When digitizing checklists, there is the misconception that you are stuck to the desktop computer and laptop. That said, with tablets or cell phones, business owners can take checklists to access the data anywhere, anytime.

Enhanced Team Engagement

Improving engagement and communication is another benefit of checklist apps while elevating collaboration and teamwork.

#13. Provide Visibility For All Jobs

Online checklist apps provide the effortless sharing of tasks, schedules, and procedures, guaranteeing all proper personnel get high visibility to the task being completed. 

It also helps departments, teams, and sites work together and handle barriers or stalled-out procedures. Digital checklists can make reporting tasks much more transparent and simple.

store new sharing

Digital checklists can make reporting tasks much more transparent and simple

#14. Enhance Communication Between Staff

Digital checklists can allow all team members to communicate effectively and quickly without handling paper material. This way can be significantly beneficial when it comes to time communication about the work status and the following actions.

Improved Trust Between Managers And Staff

It is perhaps surprising, yet digital checklists are helpful for building trust with the management-level personnel and lend credibility to remote employees.

#15. Improve Data Accuracy And Precision

Digital checklists can provide real-time precise, and complete data with consistent checks. Proper data can bring clarity to the workflow and can enable the supervisors or other management personnel to monitor performance and trends.

#16. Achieve Confidence With Clear Accountability And Documented Workflow

Real-time ongoing project visibility is crucial to keep operating activities running smoothly and efficiently. Digital checklists can deliver standardized processes, guaranteeing that all tasks are done consistently and at high-quality levels. 

Accordingly, it can give you or all other team members confidence to track steps and confirm performance and productivity in real-time.

digital checklists real time

Real-time ongoing project visibility is crucial to keep operating activities running smoothly and efficiently

Tips for Making a Digital Checklist

If you want to utilize digital checklists, consider the following tips we have researched for reference.

  • Define the goals and procedures of your staff in a concise and clear way
  • Involve all fields of operations that can deliver critical information
  • Add images and notes for better task understanding
  • Select a tool or app to digitize checklists
  • Add a task list based on the sector
  • Carry out conventional checking to enhance productivity
  • Indicate the limit of time for each task

For more information, you can consider the 5s digital checklists to set up a workplace culture depending on the physical and mental employee quality. The major advantages include the following:

  • Order: the facilities are labeled for easy identification
  • Classification: it includes the essential equipment only
  • Cleanliness: involves the fact the workplaces remain clean perfectly
  • Standardization: everything is saved coherently
  • Discipline: internal audits are conducted and rely on the outcome and what is needed to be improved
  • Conclusion: to summarize and get a certification

FieldCheck - The Best Solution for Digital Checklists

Understanding the needs of businesses in retail audit, FieldCheck has developed into a helpful platform to provide digital checklists easily. Accordingly, you can generate the tasks and assign relevant personnel via the system.

#1. Provide Diverse Question Types

Regarding the creation of questionnaires, what makes FieldCheck stand out is the ability to provide different types of questions for checking, like multiple choice, sliders, SKU checking, and matrix, to name a few.

Based on the nature of your business, you can select a suitable type of question when creating a digital checklist. After completing, it is easy to invite those in charge to do the task on the system without emailing. 

Besides, you can generate a notification to send to employees' devices to remind them to complete the task. When you hit the send button, they will immediately receive it on their devices.

digital checklist for store audit

Different types of questions

#2. Flexible Methods Of Doing Tasks

There is a case where there is no stable Internet for employees to do their tasks. To work on this issue, FieldCheck integrates the feature to work both offline and online. Therefore, you do not need to worry about the disconnectivity of the Internet when doing the task.

When there is a disconnection to the network, all data will be temporarily stored in the app and automatically uploaded when the Internet is available.

#3. Real-time Reporting

FieldCheck eliminates the issue that employees only do reporting just for reporting without any story behind the numbers. 

To help managers make data-driven decisions, our solution provides in-depth analyses via the submitted tasks so that you can easily know the business trend to take action promptly and timely.

digital checklists for retail store

Our solution provides in-depth analyses via the submitted tasks

Wrapping Up

In a nutshell, digital checklists can be applied as a better auditing execution tool. FieldCheck is hCappy to provide a better retail audit solution for tracking business situations, catching the business trend, and embracing any potential risks potentially arising. 

Therefore, decision-makers can be assisted to keep all issues at bay and have time to enhance the business performance for sustainable development.

Learn how FieldCheck can assist your business today


Fatal error: Uncaught yii\web\HeadersAlreadySentException: Headers already sent in /var/www/ on line 433. in /var/www/ Stack trace: #0 /var/www/ yii\web\Response->sendHeaders() #1 /var/www/ yii\web\Response->send() #2 /var/www/ yii\web\ErrorHandler->renderException(Object(yii\base\ErrorException)) #3 [internal function]: yii\base\ErrorHandler->handleFatalError() #4 {main} thrown in /var/www/ on line 368