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Design Considerations for Procedures and Checklist Across Multiple Domains: A Scoping Review
DescriptionProcedures and checklists are essential elements of operational safety in various work domains. Multiple studies have identified the need for a standardized design methodology for domain-specific procedures and checklists due to inconsistent approaches. Consequently, there is an increasing need for widely accepted general methodology and guidelines. The purpose of this review is to summarize and synthesize the literature that has examined design considerations for procedures and checklists across multiple domains. As part of this review, two groups of findings were identified: definitions and key dimensions. First, definitions of procedure and checklist were summarized and critically evaluated in terms of five factors (purpose, format, utility, work environment, and expected outcome). Second, based on analyses of the literature, three key dimensions related to the procedure and checklist design were identified: the information, medium, and ecosystems dimensions. For each dimension, directions for future research efforts to improve the procedure and checklist design are proposed.