Postura guide 03
The OCRA HP Checklist
High-Precision scoring, risk bands and the 2026 update
6 chapters · 19 min readUpdated 10 Nov 2026
Contents
The OCRA High-Precision Checklist scores repetitive upper-limb work from measured times. This guide walks through every factor in the score, the risk bands and the 2026 update.
- Introduction3
- 01What the OCRA HP Checklist measures4
- 02The five factors in the score7
- 03Recovery and duration9
- 04Reading the score11
- 05The 2026 update13
- 06Checklist, Index or multitask15
- Your next step17
Updated 10 Nov 2026. Free to share inside your organisation. Read online at postura.vision/resources.
1 min
Introduction
The OCRA Checklist scores the risk of repetitive work of the upper limbs over a shift, separately for the right and left side, and places the result in one of five risk bands. Its High-Precision version (HP Checklist) keeps the same scale and bands but builds the score from measured times in seconds instead of estimated fractions of the cycle. It is the version this guide follows, and the one Postura computes from video.
It is also easy to misread. A score that looks precise can rest on a wrong cycle time, a recovery break counted twice or a yellow band read as “fine”. This guide explains how the score is actually built, so you can check it, defend it and act on it.
What the guide covers
- What the Checklist measures, what the High-Precision version changes, and what neither covers.
- The five factors that make up the score: frequency, posture, stereotypy, complementary factors and force.
- The two multipliers for recovery and for the duration of repetitive work.
- How to read the result: the five bands, the yellow zone and a worked example.
- The 2026 update: the new boundary at 16, the link between score and expected disorders, and the second edition of ISO 11228-3.
- When to use the OCRA Index or a multitask model instead.
Sources
The content follows the method as published by its authors, Enrico Occhipinti and Daniela Colombini: the original paper (Ergonomics, 1998), the 2007 update of reference values, the 2011 paper introducing the High-Precision Checklist (La Medicina del Lavoro), the 2021 validation of the Checklist and the 2026 OCRA 30th-anniversary dossier (Dossier Ambiente no. 153). Where Postura applies an internal convention, the guide says so.
Chapter 1 · 3 min
What the OCRA HP Checklist measures
The OCRA Checklist measures the biomechanical overload of the upper limbs caused by repetitive work over a shift. It applies only to repetitive tasks, and it scores each side of the body on its own.
What counts as a repetitive task
A task is repetitive when the upper limbs perform the same pattern of technical actions again and again during the shift. Under the authors’ definition, that means at least one of:
- the work is organised in cycles, a sequence of actions performed the same way and repeated, whatever their length;
- the same gesture is repeated for more than half of the working time.
Repetitive does not mean machine-paced. An operator preparing orders of 3 to 20 items, with no fixed cycle time, is still doing repetitive work if the actions are always the same: pick, place, close the box, move it on. In that case the observed video, typically one to four minutes of typical actions, stands in for the cycle.
Acyclic phases inside a repetitive task, such as restocking, unpacking, machine time and waiting, are part of the task. Treating them as non-repetitive time leaves only the dense part of the work and overestimates the risk.
The technical action
The technical action is the elementary unit of OCRA: one task-oriented action of one upper limb, such as take, position, screw or insert. Actions can be dynamic or static (a sustained hold, such as gripping a tool throughout the cycle). Counting them reliably normally needs a video review.
Some actions do not happen in every cycle, for example a refill every ten pieces. These technical actions in frequency must be included when they are standard and recurring, pro-rated in the count or handled as a separate phase.
Standard or High-Precision
The High-Precision Checklist was introduced in 2011 by the EPM research unit as an evolution of the standard Checklist. The model, the formula, the bands and the predictive model are the same; what changes is how precisely the inputs are measured.
| Factor | Standard Checklist | High-Precision Checklist |
|---|---|---|
| Posture | Class by fraction of the cycle (1/3, 2/3, 3/3) | Actual net seconds in each awkward posture |
| Force | Qualitative duration class (“about half”…) | Exact net seconds in each Borg force band |
| Complementary factors | Presence with coarse duration thresholds | Net duration in seconds |
| Frequency, recovery, duration | Same | Same |
| Bands and predictive model | Same | Same |
The gain is largest where the fraction classes introduce observation bias: complex or variable cycles and multitask stations. When the timings come from video analysis, measured seconds are the native output, so the High-Precision version is also the faster one to compute.
One score per side
The Checklist is computed separately for the right and left upper limb. A task can be green on one side and red on the other; the assessment reports both, and action follows the worse one.
What it does not measure
| The OCRA Checklist does not cover | Use instead |
|---|---|
| Lifting and lowering loads with both hands | NIOSH Lifting Equation (ISO 11228-1) |
| Pushing, pulling and carrying | Snook & Ciriello tables (ISO 11228-2) |
| Whole-body postures of trunk, neck and legs | REBA or TACOS |
| Work without a recurring pattern of actions | Postural screening (REBA) |
If a station combines several of these demands, each is assessed with its own method. The companion guide OCRA vs NIOSH vs REBA explains how to choose and combine them.
Chapter 2 · 4 min
The five factors in the score
The base of the OCRA Checklist is the Partial score, the sum of five factors scored for each side: frequency, posture, stereotypy, complementary factors and force.
Partial = Frequency + Posture + Stereotypy + Complementary factors + Force
The Partial score describes the task itself, before recovery and duration are taken into account. In the High-Precision Checklist, posture, force and complementary factors are scored from the percentage of the cycle they actually occupy, measured in seconds.
Frequency
Frequency scores how many technical actions the limb performs per minute. Dynamic and static actions are scored as separate components, and the frequency score is the higher of the two. Technical actions in frequency, the ones that recur once every few cycles, are included in the count.
Posture
Posture scores how long each joint spends outside a neutral position: shoulder, elbow, wrist and hand grip. The posture factor takes only the highest of the joint contributions, not their sum.
For the hand, only a grip on an object about 3 to 5 cm across counts as congruent. Pinch, palmar and hook grips are awkward. Ill-fitting gloves effectively turn every grip into an awkward one.
Postura measures joint angles from the video frame by frame and applies angle thresholds for each joint.
Stereotypy
Stereotypy scores the repetition of the same movements. It is scored as the maximum of two contributions, a very short cycle or the same actions repeated for most of the cycle, not their sum, and it is added only once. As an internal convention, Postura scores a cycle of up to 8 seconds as 3 points and a cycle of more than 8 and up to 15 seconds as 1.5 points.
Complementary factors
Complementary factors are mechanical and organisational conditions that add to the overload. Mechanical factors score up to 9 points, organisational factors up to 2, and the two are added.
| Mechanical factor | Points |
|---|---|
| Inadequate gloves for more than half the time | 2 |
| 2 or more sudden, jerky movements per minute | 2 |
| At least 10 impacts per hour with the hand used as a tool | 2 |
| Cold surfaces (below 0°C) or cold rooms for more than half the time | 2 |
| Vibrating tools for at least a third of the time | 2 (4 for high vibration) |
| Tools that compress muscles or tendons | 2 |
| Precision work on areas under 2 to 3 mm for more than half the time | 2 |
| More than one of these factors at the same time for more than half the time | 2 |
| One or more of these factors for almost the entire cycle | 3 |
| Organisational factor: work rate set by machine | Points |
|---|---|
| Some pace adjustment possible (buffer between stations) | 1 |
| Line moving at very slow speed | 1.5 |
| No pace adjustment possible | 2 |
Screwdrivers count as vibrating tools only if they kick back.
Force
Force scores the effort the operator perceives during specific actions, rated on the Borg CR-10 scale from 0 to 10, together with how long each effort lasts in the cycle. It is usually collected by interviewing the operator after the video.
Chapter 3 · 3 min
Recovery and duration
Two multipliers turn the Partial score into the result: the recovery multiplier for the distribution of breaks and the duration multiplier for how long the repetitive work lasts in the shift.
Intrinsic score = Partial × Recovery multiplier
Final score = Intrinsic score × Duration multiplier
The recovery multiplier
The recovery multiplier is looked up from the number of hours without adequate recovery in the shift, counted analytically from the real distribution of breaks, half hours included.
- The last hour of the shift and the hour before the meal break count as recovered.
- For what remains unrecovered in each hour: under 20 minutes scores 0, 20 to 40 minutes scores half an hour, more than 40 minutes scores one hour.
Recovery inside the cycle
Some cycles contain their own recovery, a period in which the limb is completely inactive. As Postura applies it, this counts as internal recovery only when it lasts at least 10 consecutive seconds, appears in every cycle and keeps the ratio between active time and recovery no higher than about 5 to 1 (Postura tolerates up to 6.5 to 1). When valid internal recovery is present, the recovery multiplier is 1.
This is why waiting time for a machine must stay in the video: cut it, and the recovery disappears from the analysis.
The duration multiplier
The duration multiplier depends on the net duration of repetitive work in minutes. Net means excluding breaks, the meal, non-repetitive work and valid internal recovery, without subtracting the same recovery twice. If a task fills only part of the repetitive time, use its actual duration, not the whole shift. The multiplier is read from the table in ISO 11228-3.
Time-and-methods times are not OCRA times
A frequent source of disagreement: the cycle times from an industrial engineering study include line saturation and added recovery allowances, so they do not map directly onto the net repetitive time OCRA needs. The gap is almost always explained by non-repetitive tasks that neither the time study nor the shift supervisor sees.
Before comparing an OCRA result with a time study, reconcile the two times.
Chapter 4 · 3 min
Reading the score
An OCRA Checklist score up to 7.5 is green and acceptable; above 22.5 it is purple, high risk. In between are three bands, yellow, orange and red, each with its upper limit included.
| OCRA Checklist score | Band | Risk level |
|---|---|---|
| Up to 7.5 | Green | Acceptable |
| Above 7.5, up to 11.0 | Yellow | Borderline |
| Above 11.0, up to 16.0 | Orange | Low |
| Above 16.0, up to 22.5 | Red | Medium |
| Above 22.5 | Purple | High |
The bands follow the 2026 OCRA dossier (Dossier Ambiente no. 153). Every upper limit belongs to its own band: a score of exactly 16.0 is still low risk, and medium risk starts above it.
The yellow band is not “safe”
The yellow band is a borderline zone. There is no scientific evidence that upper-limb disorders will develop at that exposure, and no evidence that they will not. Only green is evidence-based as acceptable. Read a yellow result as uncertainty: monitor the station and improve it when you can.
How Postura rounds the score
Postura rounds each score up to one decimal before showing it and classifying it, so the number and the colour always agree. A score of 7.50 stays 7.5 and is green; 7.501 becomes 7.6 and is yellow. Because all band limits are expressed to one decimal, the band is the same as for the unrounded score. This is a Postura convention, not a rule of the method.
Worked example
A single repetitive task, right side.
| Step | Value |
|---|---|
| Partial score (five factors) | 7.5 |
| Hours without adequate recovery | 3, so recovery multiplier 1.20 |
| Intrinsic score | 7.5 × 1.20 = 9.0 |
| Net duration of repetitive work | 454 minutes, so duration multiplier 1.00 |
| Final score | 9.0 × 1.00 = 9.0, yellow (borderline) |
The intrinsic and final scores coincide here only because the duration multiplier is 1. On its own, the task would be green: it is the break distribution that pushes it into yellow. That tells you where to act first.
One task is not the whole job
The final score of a single task does not replace the overall result of a rotation. If the operator moves between several repetitive tasks in the shift, the overall exposure comes from a multitask model, covered in chapter 6.
Chapter 5 · 2 min
The 2026 update
Following the 2021 validation, the OCRA Checklist boundary between low and medium risk moved from 14 to 16; the 2026 OCRA dossier consolidates the change and ties the score directly to the expected prevalence of upper-limb disorders.
The boundary moved from 14 to 16
The change comes from the validation of the OCRA Checklist presented by Occhipinti and Colombini at the IEA 2021 Congress, on a population of 11,734 exposed workers. It is consolidated in the method’s 30th-anniversary publication, OCRA 30° anniversario (Dossier Ambiente no. 153, 2026), which also gives the mathematical rationale for the new value.
If your risk assessment still uses 14, stations scored above 14.0 and up to 16.0 change from medium to low risk. Re-read them before you re-plan the corrective actions.
From score to expected disorders
The same validation produced a direct predictive model between the Checklist score and the expected prevalence of upper-limb disorders (PA, the percentage of affected workers):
PA = 0.742 × Checklist score (R² = 0.86, 11,734 workers)
It turns a score into a figure management can understand: the expected prevalence of upper-limb disorders in a group of workers exposed at that score. For the OCRA Index, the 2007 update of reference values gives a similar model, with about 5% of workers affected at an Index of 2.2, 11% at 4.5 and 21% at 9.0.
A new edition of ISO 11228-3
ISO 11228-3:2026 is the second edition of the international standard on repetitive movements and exertions of the upper limbs, replacing the 2007 edition. It:
- adds a normative quick assessment model;
- expands the guidance on choosing an assessment method;
- classifies assessment tools by what they include and by their predictive and concurrent validity.
What to do now
- Check that your tools and templates use 16, not 14, as the boundary between low and medium risk.
- Re-read the stations scored above 14.0 and up to 16.0 and update their priority.
- Use the predictive model when you present results: an expected share of affected workers is easier to act on than a colour.
Chapter 6 · 2 min
Checklist, Index or multitask
Use the OCRA Checklist to map and prioritise many workstations, the OCRA Index when you need an analytical result for a job redesign, a return to work or a medico-legal case, and a multitask model whenever the operator rotates between tasks.
| Criterion | OCRA Checklist | OCRA Index |
|---|---|---|
| Output | One score per side, five bands | Actual / recommended technical actions (ATA/RTA), per limb and shift |
| Speed | Fast | More detailed, takes longer |
| Built for | Mapping many workstations, setting priorities | Job redesign, return to work, medico-legal cases |
Both instruments assess the same risk and both are validated, so the choice depends on what the output is used for. Where the result has to support a decision about an individual worker, such as a return to work, the more analytical Index is the usual choice.
Rotations need a multitask model
When an operator rotates between several repetitive tasks in the shift, the score of each task is an intermediate result. The overall exposure comes from the OCRA multitask procedure, with a weighted-average or a more complex method depending on the rotation. Never report a single-task score as the exposure of a worker who rotates.
Mapping a whole plant
A risk map assesses every workstation of a department with the OCRA Checklist and places each one in its band. It is the basis for three decisions:
- Priorities: which stations to redesign first.
- Health surveillance: which groups of workers the occupational physician should follow.
- Individual exposure: through homogeneous exposure groups and the multitask models.
Start with the Checklist across the department, then move to the Index on the stations where the detail matters.
1 min
Your next step
Take the OCRA Checklist scores you already have and check two things: the boundary between low and medium risk is 16, not 14, and every station in the yellow band has a monitoring plan. Then pick the station with the highest score and look at which factor drives it.
With Postura
Postura computes the OCRA High-Precision Checklist from the videos of a station, because measured seconds are what video analysis produces: the AI counts the dynamic technical actions and measures postures frame by frame. You enter cadence, static actions, stereotypy, perceived force (Borg), complementary factors, breaks and shift length, and Postura applies the formulas with the 2026 bands, for each side, with every factor visible.
- See it on your own footage: book a demo.
- Recording the video: read How to film a workstation for an ergonomic assessment.
- Choosing the method: read OCRA vs NIOSH vs REBA.