Checklist

Cobots — Task Selection Matrix & Safety Checklist

An interactive task-evaluation matrix and safety checklist to score candidate tasks for cobots, capture safety readiness, operator acceptance, and next steps — with saved responses for organizational memory and follow-up.

Interactive Tool

Cobots — Task Selection Matrix & Safety Checklist

Use this interactive checklist to evaluate candidate tasks for collaborative robots (cobots). Score the task against common selection criteria, record safety and layout readiness, capture operator acceptance, and note required actions. Saved evaluations build organizational knowledge and make prioritization and follow-through easier.

Short name or description (e.g., 'kitting: 3-part assembly').
Where the task is performed (line, station, workcell).
Higher scores mean more repetition (better for cobots).
1.0 10.0
Higher scores indicate tighter precision requirements. Consider cobot payload and tooling capability.
1.0 10.0
Higher scores = frequent human interaction (makes cobot integration harder).
1.0 10.0
Average part or load weight the cobot would handle.
Estimate how much cycle time could improve if automated (higher = larger benefit).
1.0 10.0
Higher = more hazardous today (cobots can reduce some risks but may introduce new ones).
1.0 10.0
Make a balanced judgement using the scores above; document reasons below.
Estimate of minutes saved—use to calculate ROI with production volume.
Optional rough return estimate to help prioritization.
Operator buy-in is critical. If 'No' or 'Unknown', plan engagement steps.
Capture what operators say (safety, quality, job changes, ergonomics).
Is the physical layout compatible, or will significant changes be needed?
Select all that apply; some cobot deployments rely on collaborative modes rather than hard guarding.
E-stop must be clearly accessible and tested during acceptance.
Describe the plan and pass/fail criteria for acceptance testing (e.g., repeatability, safety checks, cycle time targets).
Outline training for operators, maintenance, and safety observers (content, duration, and competency checks).
Check all acceptance items that are complete or planned.
Use YYYY-MM-DD or a short phrase (e.g., 'Q3 2026').
Person accountable for pilot delivery and follow-up.
Document follow-up actions, blockers, required approvals, or procurement needs.
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