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Audit template in the LeanSuite app

Last reviewed

Office ergonomics audit checklist

An office ergonomics checklist looks at how a desk workstation is set up and used: chair and desk adjusted to the person, the screen at eye level, keyboard and mouse placed close, breaks taken, and whether concerns have been raised. This monthly audit has 6 questions in two sections, setup and habits, with one record per area.

It suits plant offices, control rooms, planning and quality labs, where the hazard is hours of small strain rather than one heavy lift. A team lead or the safety coordinator walks the area and watches people at their desks; a quick adjustment on the spot fixes most findings. A failure looks like a laptop flat on the desk all day with the person hunched over it, a chair still set for the last user, or a mouse at full arm's reach. Discomfort that has been mentioned and not acted on is the finding to follow up first. For lifting, reaching and repetitive work on the floor, use the ergonomic risk assessment checklist.

What it is for, as built: Audit of office workstations.

The full question list

The 6 questions in the audit

Every question is answered Yes, No or N/A. Each No is flagged and asks for a photo and a comment, so the finding arrives with its evidence.

Setup

  1. 1Chair and desk are adjusted
  2. 2Screen is at eye level
  3. 3Keyboard and mouse placement is good

Habits

  1. 4Breaks are taken
  2. 5Concerns raised
  3. 6Audit signed

Worked example, illustrative

A filled-in example

One section as it might be filled in on the floor, with every other section of the audit answered Yes. The place and finding are made up to show how the audit reads and scores.

Result: fail, 66.7% against a pass mark of 80

  • 6 questions, all of them count.
  • 2 answered No, so 4 of 6 are Yes: 4 ÷ 6 = 66.7%.
  • 66.7% is under 80, so the audit fails.

What happened next: Team lead moved the mouse on the spot and ordered two laptop risers and keyboards, fitted the following week.

Scored here as one point per question with N/A left out. In the app each answer carries the points set on the template, so change them after you clone it if your plant weighs some checks more.

Office Ergonomics Audit

Audit, monthly

Area
Production planning office

Setup

  1. Chair and desk are adjustedYes
  2. Screen is at eye levelNo
  3. Keyboard and mouse placement is goodNo

    Comment: Two planners working on laptops flat on the desk, heads down. Mouse for the third desk is beyond the keyboard on a stack of binders.

    Photo attached to each No

Drawn from this template's own questions, not a screenshot of the app. Illustrative answers.

When to use it

  • Once a month.
  • An auditor or leader answers each question from what they see, hear and read in the area.
  • Each record starts with: Area.

How it is scored

The template is built with points per answer and a pass mark of 80. In this library every audit is set to pass at 80 and every inspection at 90. Each submitted audit shows its score and pass or fail, and every No is flagged with its photo and comment.

Change the points or the pass mark after you clone it. How rules and scoring work.

FAQ

Office ergonomics audit checklist: common questions

  1. Monthly per office area, planning room or control room. Look sooner when someone changes desk or starts a new role, when new chairs, monitors or laptops arrive, after a reshuffle of the floor plan, and whenever a person mentions neck, back or wrist discomfort. A desk shared across shifts needs a look at each handover until the adjustments become habit.

  2. The team lead for the area or the safety coordinator, walking the room while people are at work rather than at a quiet moment. They need to know how to set a chair and screen for a person's height and how to spot a hunched laptop user. Anything not fixable on the spot, or any discomfort reported, goes to the EHS lead to arrange equipment or an individual assessment.

  3. A fail means people are sitting in a way that will hurt over months: screen too low, chair set for someone else, mouse at arm's length, no breaks. Adjust what you can while you are standing there, then raise an action for anything that needs a riser, a new chair or a one-to-one assessment, with a date. In this template every No is flagged and asks for a photo and a comment, and an audit that scores under its pass mark of 80 is a fail.

  4. Keep the area, date, who audited, which desks had findings and what was adjusted or ordered, and every concern raised with the follow-up. Over the months this shows whether the same desks slip back, which argues for a quick setup card at each workstation, and it gives you a dated trail if a discomfort complaint turns into something worse. In LeanSuite each submitted audit is stored with its score, its pass or fail, and the photo and comment on every No.

  5. 6 questions in 2 sections: setup and habits. Every question is answered Yes, No or N/A.

Use this template in LeanSuite

It is ready in the Template Marketplace inside Lean Creator as “Office Ergonomics Audit”. Clone it into your plant, change any question, then schedule it to a person, role or asset with reminders. Auditors complete it on a phone or tablet, with photo evidence where required.

Not on LeanSuite yet? On a 90-day pilot our team sets up your account and digitizes the forms and checklists you use today, this one included.