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  Checklists and Procedures

Formal checklists and procedures are used in both normal and non-normal situations to guide the actions of skilled professionals. In normal operations, checklists are used to ensure that all essential steps for a phase or segment of work have been properly completed. Examples in aviation and medicine are Before Take-off Checklists, and Surgical Safety Checklists, respectively. In emergency and abnormal situations and critical events, written procedures can be essential tools to guide appropriate operator response. Developing normal, emergency, abnormal and critical event checklists can be quite complex.  For example, in aviation, checklists for flight crew use in emergency or abnormal situations must be appropriate for the specific situation encountered, easy to access and read and must provide sufficient information to guide crew response effectively. In medicine, critical event checklists may be accessed well after the initiation of a critical event and be sampled only for specific information such as additional treatment ideas or drug dosages rather than used to guide step-by-step response.  To minimize human error during execution in all work domains, these checklists must also be designed and written to accommodate the demands of high workload and the human performance limitations imposed by stress. We study the design, content, and use of checklists and procedures used in normal, emergency, and abnormal situations and critical events. Our research involves different modes of presentation (paper, stand-alone electronic, integrated electronic) as well as dynamic checklists and procedures, whose content changes in real-time.

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