BB Customer Service Weekday Shift Checklist

• Conducted on

  Date

• Started by

• What is your name?

• Did you clock in for your shift on RITEQ?

  Yes

  No

  N/A

• Are you wearing your name badge?

  Yes

  No

  N/A

• Did you turn on all the computers and log into POS and PGM on the computer you will be using?

  Yes

  No

  N/A

• Did you count the float and put the cash in the tills? Is the float $400?

  Yes

  No

  N/A

• Did you count all 7 PG tablets and they are all connected to charge?

  Yes

  No

  N/A

• Please record the temperature of the drinks fridge in degrees?

• Please record the temperature of the ice cream freezer in degrees?

• Did you collect a tablet to use for your shift and log into the client portal so it is ready to use?

  Yes

  No

  N/A

• Are the gates closed?

  Yes

  No

  N/A

• Did you check the S/S/S wristbands in the reception drawers are changed to match the correct colour for today?

  Yes

  No

  N/A

• Did you ensure the pink & yellow Watch around water wristbands are stocked in the reception drawers?

  Yes

  No

  N/A

• Have you checked OneNote for any latest memos, read and signed off on them?

  Yes

  No

  N/A

• Have you checked Slack for any updates and information you may need to know for your shift?

  Yes

  No

  N/A

• Did you ensure the reception area is clean and tidy?

  Yes

  No

  N/A

• Did you ensure merchandise and Cafe items are fully stocked and displayed appropriately? (check Back Beach rack is neat and zips done up, put away empty coat hanger behind reception, restock googles, drinks fridge, etc)

  Yes

  No

  N/A

• Did you check the CRM Calendar on PGM for upcoming tours and scheduled phone calls? (Change filters on CRM calendar to only see 'Centre - Brunswick Baths' and 'Consultant - Brunswick CSO'

  Yes

  No

  N/A

• How many appointments/calls are scheduled during your shift?

• Have you marked the status of these appointments on the CRM calendar as 'completed/no-show'?

  Yes

  No

  N/A

• Did you check the Brunswick Baths Outlook inbox for any outstanding emails?

  Yes

  No

  N/A

• How many emails did you action from the Brunswick Baths inbox?

• At the end of your shift, have you signed out of PGM/POS from the computers/tablets you used today?

  Yes

  No

  N/A

• Please detail any general observations from your shift (this may include the need to order more stock, a short reflection of the shift, any IT/maintenance/OH&S issues, etc.):

• CSO Sign off

  Sign

• What is your name?

• Did you clock in for your shift on RITEQ?

  Yes

  No

  N/A

• Are you wearing your name badge?

  Yes

  No

  N/A

• Did you log into POS and PGM on the computer you will be using? Please log out of any other previous staff accounts who are logged on this.

  Yes

  No

  N/A

• Did you collect a tablet to use for your shift and log into the client portal so it is ready to use?

  Yes

  No

  N/A

• Are the gates closed?

  Yes

  No

  N/A

• Have you checked OneNote for any latest memos, read and signed off on them?

  Yes

  No

  N/A

• Have you checked Slack for any updates and information you may need to know for your shift?

  Yes

  No

  N/A

• Did you ensure the reception area is clean and tidy?

  Yes

  No

  N/A

• Did you ensure merchandise and Cafe items are fully stocked and displayed appropriately? (check Back Beach rack is neat and zips done up, put away empty coat hanger behind reception, restock googles, drinks fridge, etc)

  Yes

  No

  N/A

• Did you check the CRM Calendar on PGM for upcoming tours and scheduled phone calls? (Change filters on CRM calendar to only see 'Centre - Brunswick Baths' and 'Consultant - Brunswick CSO'

  Yes

  No

  N/A

• How many appointments/calls are scheduled during your shift?

• Have you marked the status of these appointments on the CRM calendar as 'completed/no-show'?

  Yes

  No

  N/A

• Did you check the Brunswick Baths Outlook inbox for any outstanding emails?

  Yes

  No

  N/A

• How many emails did you action from the Brunswick Baths inbox?

• At the end of your shift, have you signed out of PGM/POS from the computers/tablets you used today?

  Yes

  No

  N/A

• Please detail any general observations from your shift (this may include the need to order more stock, a short reflection of the shift, any IT/maintenance/OH&S issues, etc.):

• CSO Sign off

  Sign

• What is your name?

• Did you clock in for your shift on RITEQ?

  Yes

  No

  N/A

• Are you wearing your name badge?

  Yes

  No

  N/A

• Did you log into POS and PGM on the computer you will be using? Please log out of any other previous staff accounts who are logged on this.

  Yes

  No

  N/A

• Did you collect a tablet to use for your shift and log into the client portal so it is ready to use?

  Yes

  No

  N/A

• Are the gates closed?

  Yes

  No

  N/A

• Have you checked OneNote for any latest memos, read and signed off on them?

  Yes

  No

  N/A

• Have you checked Slack for any updates and information you may need to know for your shift?

  Yes

  No

  N/A

• Did you ensure the reception area is clean and tidy?

  Yes

  No

  N/A

• Did you ensure merchandise and Cafe items are fully stocked and displayed appropriately? (check Back Beach rack is neat and zips done up, put away empty coat hanger behind reception, restock googles, drinks fridge, etc)

  Yes

  No

  N/A

• Did you check the CRM Calendar on PGM for upcoming tours and scheduled phone calls? (Change filters on CRM calendar to only see 'Centre - Brunswick Baths' and 'Consultant - Brunswick CSO'

  Yes

  No

  N/A

• How many appointments/calls are scheduled during your shift?

• Have you marked the status of these appointments on the CRM calendar as 'completed/no-show'?

  Yes

  No

  N/A

• Did you check the Brunswick Baths Outlook inbox for any outstanding emails?

  Yes

  No

  N/A

• How many emails did you action from the Brunswick Baths inbox?

• At the end of your shift, have you signed out of PGM/POS from the computers/tablets you used today?

  Yes

  No

  N/A

• Please detail any general observations from your shift (this may include the need to order more stock, a short reflection of the shift, any IT/maintenance/OH&S issues, etc.):

• CSO Sign off

  Sign

• What is your name?

• Did you clock in for your shift on RITEQ?

  Yes

  No

  N/A

• Are you wearing your name badge?

  Yes

  No

  N/A

• Did you log into POS and PGM on the computer you will be using? Please log out of any other previous staff accounts who are logged on this.

  Yes

  No

  N/A

• Did you collect a tablet to use for your shift and log into the client portal so it is ready to use?

  Yes

  No

  N/A

• Are the gates closed?

  Yes

  No

  N/A

• Have you checked OneNote for any latest memos, read and signed off on them?

  Yes

  No

  N/A

• Have you checked Slack for any updates and information you may need to know for your shift?

  Yes

  No

  N/A

• Did you ensure the reception area is clean and tidy?

  Yes

  No

  N/A

• Did you ensure merchandise and Cafe items are fully stocked and displayed appropriately? (check Back Beach rack is neat and zips done up, put away empty coat hanger behind reception, restock googles, drinks fridge, etc)

  Yes

  No

  N/A

• Did you check the CRM Calendar on PGM for upcoming tours and scheduled phone calls? (Change filters on CRM calendar to only see 'Centre - Brunswick Baths' and 'Consultant - Brunswick CSO'

  Yes

  No

  N/A

• How many appointments/calls are scheduled during your shift?

• Have you marked the status of these appointments on the CRM calendar as 'completed/no-show'?

  Yes

  No

  N/A

• Did you check the Brunswick Baths Outlook inbox for any outstanding emails?

  Yes

  No

  N/A

• How many emails did you action from the Brunswick Baths inbox?

• At the end of your shift, have you signed out of PGM/POS from the computers/tablets you used today?

  Yes

  No

  N/A

• Please detail any general observations from your shift (this may include the need to order more stock, a short reflection of the shift, any IT/maintenance/OH&S issues, etc.):

• CSO Sign off

  Sign

• What is your name?

• Did you clock in for your shift on RITEQ?

  Yes

  No

  N/A

• Are you wearing your name badge?

  Yes

  No

  N/A

• Did you log into POS and PGM on the computer you will be using? Please log out of any other previous staff accounts who are logged on this.

  Yes

  No

  N/A

• Did you collect a tablet to use for your shift and log into the client portal so it is ready to use?

  Yes

  No

  N/A

• Are the gates closed?

  Yes

  No

  N/A

• Have you checked OneNote for any latest memos, read and signed off on them?

  Yes

  No

  N/A

• Have you checked Slack for any updates and information you may need to know for your shift?

  Yes

  No

  N/A

• Did you ensure the reception area is clean and tidy?

  Yes

  No

  N/A

• Did you ensure merchandise and Cafe items are fully stocked and displayed appropriately? (check Back Beach rack is neat and zips done up, put away empty coat hanger behind reception, restock googles, drinks fridge, etc)

  Yes

  No

  N/A

• Did you check the CRM Calendar on PGM for upcoming tours and scheduled phone calls? (Change filters on CRM calendar to only see 'Centre - Brunswick Baths' and 'Consultant - Brunswick CSO'

  Yes

  No

  N/A

• How many appointments/calls are scheduled during your shift?

• Have you marked the status of these appointments on the CRM calendar as 'completed/no-show'?

  Yes

  No

  N/A

• Did you check the Brunswick Baths Outlook inbox for any outstanding emails?

  Yes

  No

  N/A

• How many emails did you action from the Brunswick Baths inbox?

• At the end of your shift, have you signed out of PGM/POS from the computers/tablets you used today?

  Yes

  No

  N/A

• Please detail any general observations from your shift (this may include the need to order more stock, a short reflection of the shift, any IT/maintenance/OH&S issues, etc.):

• CSO Sign off

  Sign

• What is your name?

• Did you clock in for your shift on RITEQ?

  Yes

  No

  N/A

• Are you wearing your name badge?

  Yes

  No

  N/A

• Did you log into POS and PGM on the computer you will be using? Please log out of any other previous staff accounts who are logged on this.

  Yes

  No

  N/A

• Did you collect a tablet to use for your shift and log into the client portal so it is ready to use?

  Yes

  No

  N/A

• Are the gates closed?

  Yes

  No

  N/A

• Have you checked OneNote for any latest memos, read and signed off on them?

  Yes

  No

  N/A

• Have you checked Slack for any updates and information you may need to know for your shift?

  Yes

  No

  N/A

• Did you ensure the reception area is clean and tidy?

  Yes

  No

  N/A

• Did you ensure merchandise and Cafe items are fully stocked and displayed appropriately? (check Back Beach rack is neat and zips done up, put away empty coat hanger behind reception, restock googles, drinks fridge, etc)

  Yes

  No

  N/A

• Did you check the CRM Calendar on PGM for upcoming tours and scheduled phone calls? (Change filters on CRM calendar to only see 'Centre - Brunswick Baths' and 'Consultant - Brunswick CSO'

  Yes

  No

  N/A

• How many appointments/calls are scheduled during your shift?

• Have you marked the status of these appointments on the CRM calendar as 'completed/no-show'?

  Yes

  No

  N/A

• Did you check the Brunswick Baths Outlook inbox for any outstanding emails?

  Yes

  No

  N/A

• How many emails did you action from the Brunswick Baths inbox?

• At the end of your shift, have you signed out of PGM/POS from the computers/tablets you used today?

  Yes

  No

  N/A

• Please detail any general observations from your shift (this may include the need to order more stock, a short reflection of the shift, any IT/maintenance/OH&S issues, etc.):

• CSO Sign off

  Sign

• What is your name?

• Did you clock in for your shift on RITEQ?

  Yes

  No

  N/A

• Are you wearing your name badge?

  Yes

  No

  N/A

• Did you log into POS and PGM on the computer you will be using? Please log out of any other previous staff accounts who are logged on this.

  Yes

  No

  N/A

• Did you collect a tablet to use for your shift and log into the client portal so it is ready to use?

  Yes

  No

  N/A

• Are the gates closed?

  Yes

  No

  N/A

• Have you checked OneNote for any latest memos, read and signed off on them?

  Yes

  No

  N/A

• Have you checked Slack for any updates and information you may need to know for your shift?

  Yes

  No

  N/A

• Did you ensure the reception area is clean and tidy?

  Yes

  No

  N/A

• Did you ensure merchandise and Cafe items are fully stocked and displayed appropriately? (check Back Beach rack is neat and zips done up, put away empty coat hanger behind reception, restock googles, drinks fridge, etc)

  Yes

  No

  N/A

• Did you check the CRM Calendar on PGM for upcoming tours and scheduled phone calls? (Change filters on CRM calendar to only see 'Centre - Brunswick Baths' and 'Consultant - Brunswick CSO'

  Yes

  No

  N/A

• How many appointments/calls are scheduled during your shift?

• Have you marked the status of these appointments on the CRM calendar as 'completed/no-show'?

  Yes

  No

  N/A

• Did you check the Brunswick Baths Outlook inbox for any outstanding emails?

  Yes

  No

  N/A

• How many emails did you action from the Brunswick Baths inbox?

• Please record the temperature of the drinks fridge in degrees?

• Please record the temperature of the ice cream freezer in degrees?

• At the end of your shift, have you signed out of PGM/POS from the computers/tablets you used today?

  Yes

  No

  N/A

Closing Procedures

• Did you count the $400 cash float and hand it over to the Duty Manager?

  Yes

  No

  N/A

• Did you complete the End of Day Banking Sheet with the appropriate totals from albert settlements, POS totals & cash takings?

  Yes

  No

  N/A

• Did you arrange for the Duty Manager to put any valuable lost property items in the safe?

  Yes

  No

  N/A

• Did you count all 7 PG tablets and they are all connected to charge?

  Yes

  No

  N/A

• Did you place all EFPTPOS Alberts on charge?

  Yes

  No

  N/A

• Did you turn off all the computers?

  Yes

  No

  N/A

• Please detail any general observations from your shift (this may include the need to order more stock, a short reflection of the shift, any IT/maintenance/OH&S issues, etc.):

• CSO Sign off

  Sign

• Email PDF Report to akhil.guduri@ymca.org.au & brunswick.mso@ymca.org.au