Task analysis recording sheet

Compare independent and assisted steps in a fixed fictional task sequence while preserving the total step count.

Define what you are recording

A sequence is divided into explicitly written observable steps. Each step is scored once using the agreed rule. This example records aggregate independent and prompted steps; a separate step-level record is needed to locate the specific steps.

The fictional sequence is preparing an activity tray: choose a tray, collect two materials, place them and mark the tray ready. The clinician selects any real sequence and its supports.

Collect the data consistently

  • Write and version the step list before collecting data.
  • Score each step once and retain steps that were not completed in the total when the rule requires it.
  • Record a new phase or target when steps are added, removed or redefined.

How to complete each data sheet column

Use the stated units and distinguish an observed zero from a missing observation.

  • Date: Date of this observation. Use YYYY-MM-DD, for example 2026-10-09. Rows are ordered by date; equal spacing on the graph does not represent elapsed calendar time.
  • Target: Short fictional or de-identified label for the one activity being observed. Use the same target throughout this report; keep its agreed definition in your approved record.
  • Phase: Optional label for the observation conditions, such as Observation A. A change creates a chart marker; it does not demonstrate a treatment effect.
  • Independent steps: Whole-number count of scored steps completed independently using the agreed scoring rule. For example, 4 independent out of 6 total scored steps gives 66.7%.
  • Prompted steps: Optional whole-number count of steps completed with the defined assistance. Keep these separate from independent steps; the two counts cannot exceed total scored steps.
  • Total steps: Total scored steps in the same defined step list, including unsuccessful scored steps. Use a positive whole number; exclude steps with no observation under your agreed rule.
  • Notes: Optional observation context or recording limitation. Exclude names, contact details and other identifiable clinical information.

Fictional worked example

These are original fictional observations, not patient records or a treatment recommendation.

Task analysis recording sheet
DateTargetPhaseIndependent stepsPrompted stepsTotal stepsNotes
2026-01-05Fictional task-sequenceObservation A315One step not completed; version A
2026-01-07Fictional task-sequenceObservation A225Version A
2026-01-09Fictional task-sequenceObservation A415Version A
2026-01-12Fictional task-sequenceObservation B326Version B adds one step
2026-01-14Fictional task-sequenceObservation B416Version B
2026-01-16Fictional task-sequenceObservation B326Fictional recording only

Review and interpretation

Three independent steps of five means 60% for this step list. It does not describe performance on a different or longer sequence.

  • Changing from five steps to six changes the denominator.
  • Aggregate percentages hide which step needed assistance.
  • Steps completed by another person are not independent steps.

Questions for the clinical team

  • Are the steps observable to two recorders?
  • Which access supports are part of the task?
  • Where is the step-level source record kept?

Further reading