Checklist Execution

Execution begins from a published definition. The operator works through checklist execution records that carry sequence, description, observed date and outcome. Each record links to its parent definition and keeps the source record identity and version number. The definition’s required and completed step counts provide a summary, while individual outcomes show what actually happened at each step.

For a scheduled inspection, the operator records accepted results with evidence references and marks a rejected observation when a check fails. The rejected line is still part of the execution history. A follow-up action can be assigned to address it. The durable execution run records the source revision, and state history records the move into active execution. The operator can use the review page to compare the execution with its published definition.

• Published source. The Checklist Operator starts from a published definition and its version rather than an unreviewed draft.
• Performed step. Each checklist record keeps sequence, observation, outcome, source identity and a link to its parent.
• Execution trace. The run and state history identify the source revision and the move into active execution.

The Checklist Operator and Procedure Owner should agree which published version applies on the planned execution date. Give each source step a stable identity so a later comparison can distinguish a repeated delivery from a different observation. Decide when a step is Accepted, Rejected or left Pending and what evidence reference should accompany each outcome. The Operations Lead should agree how to compare the run with the definition when an execution fails or the source revision has changed. Keep the operator’s observations separate from the reviewer’s later evidence decision.

Use an inspection with one accepted observation and one rejected observation. Start with a published definition and confirm its revision and version. Perform the checklist, then inspect the execution records for sequence, source record identity, outcome and parent. Compare the required and completed step counts with those records rather than assuming the counts explain a rejection. Open the Checklist Execution Review page with the Independent Reviewer to see the definition and evidence together. If a follow-up is raised, verify that the rejected outcome remains visible and that the assigned person can find the original observation.

• Execution board — Find published and active definitions ready for checklist work.
• Step outcomes — Inspect individual observations and their evidence references.

See the first handoff and the next decision.