Checking all the boxes: a checklist for when and how to use checklists effectively.

Checklists are a type of cognitive aid used to guide task performance; they have been adopted as an important safety intervention throughout many high-risk industries. They have become an ubiquitous tool in many medical settings due to being easily accessible and perceived as easy to design and impl...

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Publicado en:BMJ Quality & Safety Vol. 33; no. 10; pp. 673 - 682
Autores principales: Alfred, Myrtede, Barg-Walkow, Laura H., Keebler, Joseph R., Chaparro, Alex
Formato: algorithm review tables/charts Journal Article
Publicado: BMJ Publishing Group Oct2024
Acceso en línea:Ver este registro en EBSCOhost
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      dt: Oct2024
      vid: 33
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      pub: BMJ Publishing Group
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        10.1136/bmjqs-2023-016934
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        atl: Checking all the boxes: a checklist for when and how to use checklists effectively.
      aug:
        au:
          Alfred, Myrtede
          Barg-Walkow, Laura H.
          Keebler, Joseph R.
          Chaparro, Alex
        affil: Mechanical and Industrial Engineering, University of Toronto, Toronto, Ontario, Canada
      sug:
        subj:
          Checklists Utilization
          Checklists Standards
          Task Performance and Analysis
          Algorithms
          Leaders
          Health Personnel
          Frontline Personnel
          Quality Improvement
          Patient Safety
          Checklists Classification
          Feedback
          Learning Environment, Clinical
          Health Care Industry
          Problem Solving
          Decision Making
          Health Care Errors Prevention and Control
          Communication
          Quality Assurance
          Professional Competence
          Decision Support Techniques
      ab: Checklists are a type of cognitive aid used to guide task performance; they have been adopted as an important safety intervention throughout many high-risk industries. They have become an ubiquitous tool in many medical settings due to being easily accessible and perceived as easy to design and implement. However, there is a lack of understanding for when to use checklists and how to design them, leading to substandard use and suboptimal effectiveness of this intervention in medical settings. The design of a checklist must consider many factors including what types of errors it is intended to address, the experience and technical competencies of the targeted users, and the specific tools or equipment that will be used. Although several taxonomies have been proposed for classifying checklist types, there is, however, little guidance on selecting the most appropriate checklist type, nor how differences in user expertise can influence the design of the checklist. Therefore, we developed an algorithm to provide guidance on checklist use and design. The algorithm, intended to support conception and content/design decisions, was created based on the synthesis of the literature on checklists and our experience developing and observing the use of checklists in clinical environments. We then refined the algorithm iteratively based on subject matter experts' feedback provided at each iteration. The final algorithm included two parts: the first part provided guidance on the system safety issues for which a checklist is best suited, and the second part provided guidance on which type of checklist should be developed with considerations of the end users' expertise.
      pubtype: Academic Journal
      doctype:
        algorithm
        review
        tables/charts
        Journal Article
      ougenre: Article
    language: English
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