Bulk
Product/Audits

The clipboard, finally closed.

Every 5S walk, pre-use check and safety tour becomes a versioned template, a scheduled run and a scored record — with photo and signature evidence, automatic follow-up, and a PDF you can hand an auditor. The paper checklist, finally accountable.

Asset & area audits, one engine Blocks the line when it must Audit-ready by default
In plain terms

What is Bulk Audits?

Bulk Audits is the inspection layer of Bulk's manufacturing operations software. Every 5S walk, pre-use check and safety tour becomes a versioned template, a scheduled run and a scored record — with photo and signature evidence captured at the point of inspection. Failures follow up automatically, and any completed audit exports to a PDF you can hand an auditor.

A configuration-driven engine

Author once. Run it forever.

A template is built once, frozen into an immutable version, then deployed to assets or areas. Every run scores against the version it was published under — so a report from last March never drifts when the checklist changes today.

01

Template

Drag ten field types into sections; set scoring, triggers and 5S pillars.

Author
02

Publish version

An immutable snapshot. Editing a live template forks a fresh draft.

Author · immutable
03

Assign & schedule

Bind to an asset type as compulsory, or schedule into an area on a recurrence.

Deploy
04

Execute

One question per page on a tablet, auto-saving, with photo and signature capture.

Run
05

Score

The behavior policy grades the run — pass/fail, weighted or demerit — and flags critical fails.

Run
06

Act & report

Triggers fire — block, notify, task — and a PDF is ready to export the instant it closes.

Run
One schema, two jobs

Bound to a machine, or to a place.

Both flavors run on the same execution engine and scoring rules — they differ only in what they're attached to and what a failure is allowed to do.

Asset-bound

Pre-use & maintenance, at the machine.

Tied to a specific asset and assigned at a requirement level. A compulsory check that's incomplete stops the asset cold — only a signed supervisor override lets work proceed.

Blocks productionCompulsory · recommended · optional requirement levels per asset type.
Supervisor overrideReason code, duration and a drawn signature unblock the line for a set window.
Carries job contextEach run records the production job and shift it ran against.
Pre-UseMaintenancecompulsoryblocks line
One engine
Area-bound

5S, safety & quality walks, on a cadence.

Tied to a physical area rather than a machine, and driven by a recurrence schedule. These feed the 5S dashboards and route follow-up tasks to the area's named owners.

Runs on a scheduleDaily, weekly or monthly with intervals, day rules and an active window.
Owned by an areaHierarchical areas carry departments and owners who get the failure tasks.
Feeds 5S analyticsPillar scores, trends and top issues roll up to the entity-wide dashboard.
5SSafetyQualityscheduled
The runner · try it

One question at a time, signed at the end.

This is what an operator sees on the floor — a touch-first runner that takes a check one item per page, gates progress until each answer is complete, and computes the result the moment it's submitted. Answer it yourself: how you respond decides what fires.

PRE-USE-014 · Forklift FL-204
0
Result

Triggers fired on completion
The raw responses are kept immutable; the report is exportable to PDF the instant the audit closes.
The behavior policy

You decide what passing means.

Every version carries its own grading strategy and threshold. The same set of answers can pass or fail depending on the rules you chose — and one critical question can override all of them.

A Strategy A

Pass / Fail

Binary. A single failed item fails the whole audit — no partial credit.

Worked example
Tyres & wheelsPASS
Forks & mastFAIL
Horn & lightsPASS
Any fail = failFAIL
B Strategy B

Weighted score

Earned ÷ possible points against a threshold. Items can carry different weights.

Worked example · threshold 80%
Sort  ×33 / 3
Shine  ×22 / 2
Sustain ×10 / 1
5 / 6 earned83% · PASS
C Strategy C

Demerit points

Start at 100, subtract points per defect found. Stay above the threshold to pass.

Worked example · threshold 70
Oil leak−15
Guard loose−10
Labels intact−0
100 − 2575 · PASS
Fatal on critical  fatal_on_critical

Flag any item as a killer question and a fail there forces an overall FAIL — whatever the score says. A 96% audit still fails if the brakes don't work.

The builder toolbox

Ten field types, dragged into place.

Sections hold items; items are one of ten types, each with its own per-type config — min/max, options, required-photo-on-fail, scoring weight and UI variant. No engineering, just a canvas.

01
Pass / Failfail → photo + comment
02
Yes / Noevidence on no
03
Numericslider · min / max / unit
04
Textmultiline · pattern
05
Single selecttraffic-light variant
06
Multi selectmin / max picks
07
Photomax photos · size
08
Signaturecaptured to evidence
09
Dateformat · min / max
10
Timestep interval
5S analytics

Five pillars, scored over time.

Area-bound 5S walks roll up into a live dashboard — per-pillar averages, a score trend against target, and the failures showing up most often, so the next walk knows where to look.

Breakdown by 5S pillar · Zone A last 30 days
  • 1SSort
    SortSeiri
    92%
  • 2SOrder
    Set in OrderSeiton
    88%
  • 3SShine
    ShineSeiso
    71%
  • 4SStd.
    StandardizeSeiketsu
    84%
  • 5SSustain
    SustainShitsuke
    68%
80.65S score avg.
vs 76.2 target
▲ 4.4 pts

Top issues

Most-frequent failures across the last ten 5S walks — each routed to the area owner as a task.

  • Walkways not clear of stock5S · Sustain
    ×7
  • Swarf bins overflowing5S · Shine
    ×5
  • Tools off their shadow board5S · Set in Order
    ×4
  • Labels faded / missing5S · Standardize
    ×3
Every issue becomes a tracked follow-up task.
Where audits meet the floor

A failed check stops the line.

When a compulsory pre-use audit is incomplete or failing, the asset is blocked in Production — no quiet exceptions. Proceeding takes a deliberate, signed, time-limited supervisor override that everyone can see afterwards.

The override

Nothing moves without a signature.

A supervisor names a reason code, picks how long the override lasts, and draws their signature. The asset unblocks for that window only — and the request, signature and expiry all land on an immutable trail.

reason codetime-limiteddrawn signaturerevocable
Production · asset blocked
Forklift FL-204PRE-USE-014 · incomplete
Blocked
Critical item failed — forks & mast damage. Production cannot start.
Supervisor override
ReasonMaintenance scheduled
Duration2 hours
Expires14:30 today
Authorized byR. Castellano
R. Castellano Signed 12:30
Shift supervisor
Unblocked until 14:30 — logged to the audit trail.
Why teams switch

The clipboard can't do this.

No more lost paper
Every run,
recorded
Who ran which check, against which version, with what answers and evidence — an immutable record, every time.
Evidence built in
Photos &
signatures
Capture proof at the point of inspection — no clipboard, no second system, no chasing it down later.
Nothing slips
Follow-up,
automatic
A failure can block an asset, notify the right people, and open a task to the area owner — the moment it happens.
Ready for the auditor
A PDF,
on demand
Any completed audit exports to a clean, printable report — audit-ready by default, not as an afterthought.
Wired in

Audits don't sit on a shelf.

Checks gate the floor, failures become real work, and evidence lands in the same places the rest of the platform already lives.

Production

Compulsory pre-use checks block assets; the override flow surfaces right on the blocking card.

Tasks

The create-task trigger writes follow-ups into a chosen project, assigned to the area’s owners.

Assets & master data

Templates assign to asset types and groups; runs reference the exact asset and its type.

People & areas

Areas own departments and owners; owners receive the follow-up tasks a failed walk creates.

Dashboards & KPIs

Audit pass rate and score feed shop-floor boards and the Teamboards stand-up widget.

Reports & files

Evidence and generated PDFs live in storage, served to email recipients via expiring links.

Straight answers

Questions, answered.

01

What is Bulk Audits?

It turns paper checklists into accountable digital audits: 5S walks, pre-use checks and safety tours run from versioned templates on a schedule, each producing a scored, immutable record with photo and signature evidence.

02

Can it handle both asset and area audits?

Yes. Asset audits and area audits run on one engine, so pre-use equipment checks and 5S walks are built and run the same way.

03

What evidence does an audit capture?

Photos and signatures are captured at the point of inspection, alongside who ran which check, against which version, with what answers — no clipboard, no second system, no chasing it down later.

04

What happens when a check fails?

A failure can block an asset, notify the right people and open a task to the area owner the moment it happens — so nothing slips through automatic follow-up.

05

Can an audit stop production?

Yes. When a check must, it blocks the line — a failed audit can gate an asset so work does not continue until the issue is resolved.

06

Can I hand a completed audit to an auditor?

Any completed audit exports to a clean, printable PDF on demand, so the record is audit-ready by default rather than an afterthought.

Retire the clipboard for good.

We'll take one of your real checklists — a 5S walk or a pre-use check — and stand it up as a live template, scheduled and scored, so you can watch a single run leave a trail.