Branch Operations Excellence Assessment - For Regional Managers

• Site conducted

  Select

• Conducted on

  Date

• Person Conducting Audit

• Location
  Address

A. Daily Task Board

• 2. Are cycle counts being completed daily?

  Yes

  No

  N/A

• 3. Is the Trackabout verification summary being reviewed?

  Yes

  No

  N/A

• 10. Are Stale Cylinders being reviewed in Tableau?

  Yes

  No

  N/A

• 14. How often is Dead and Slow Moving Inventory reviewed? (Goal is 5 items daily)

• 15. Is AR Ranked Over 60 Days being worked?

  Yes

  No

  N/A

• 23. Is the WHO BOUGHT WHAT Report run? (P21)

  Yes

  No

  N/A

• 24. Do you know how to run Tableau profitability before posting tickets?

  Yes

  No

  N/A

• 32. Are Cash Operations completed daily by 4 PM?

  Yes

  No

  N/A

• 36. What is the branches Perfect Order Score today? 94% is Goal

• 38. Is updated Daily Task Board being used?

  Yes

  No

  N/A

B. Inventory Managment

• 1. What is the branch deadstock dollar value? (Goal is 10%)

• 8. Do you know how to Bin Locate Items?

  Yes

  No

  N/A

• 10. Is inventory organized and effectively displayed? (no empty hooks, products in multiple locations, bulky boxes or hidden products)

  Yes

  No

  N/A

• 11. Are bins properly labeled? (labels are clear and easy to read)

  Yes

  No

  N/A

C. On Time Delivery

• 3. Do you know where to find your on time delivery rate? (Tableau)

  Yes

  No

  N/A

• 4. Have all delivery trucks left by 8:00 a.m.?

  Yes

  No

  N/A

D. Keystone Safety Habits

• 3. Are monthly safety meetings being held and attendance logs kept up to date?

  Yes

  No

  N/A

• 4. Are all employee and company owned vehicles parked with front facing out?

  Yes

  No

  N/A

• 7. Do all parked units have wheel chocks and safety cones in place?

  Yes

  No

  N/A

• 8. Do all employees operating equipment or machinery keep their phones put away while in motion?

  Yes

  No

  N/A

• 9. Are Team Pre-Trips being utilized?

  Yes

  No

  N/A

• 11. Is water or other hydrating drinks available and in good supply? (3 Gallons Per Person)

  Yes

  No

  N/A

• 12. Are proper lifting techniques being utilized and proper cylinder carts in use?

  Yes

  No

  N/A

• 13. Are all employee's smoking only in designated smoking areas?

  Yes

  No

  N/A

• 14. Are work areas cleaned daily?

  Yes

  No

  N/A

• 15. Is there evidence of a monthly facility tour being completed?

  Yes

  No

  N/A

• 16. Is there evidence of monthly safety observations being submitted and addressed in every monthly safety meeting?

  Yes

  No

  N/A

• 18. Is all powered equipment locked and tagged out of service before any work being performed on it?

  Yes

  No

  N/A

• 19. Are forklifts inspected daily and a log maintained of inspections?

  Yes

  No

  N/A

E. D.O.T. Compliance

• 15. Are all placards in good condition, not faded or damaged in any way?

  Yes

  No

  N/A

• 16. Do all cylinders have proper labels in good condition? (not damaged or faded in any way) (on the truck or trailer)

  Yes

  No

  N/A

• 17. Is there evidence of the Monthly Mandatory Truck Checklist being completed every month?

  Yes

  No

  N/A

F. Training

• 1. Does anyone need training on P21?

• 2. Does anyone need training on Trackabout?

• 3. Does anyone need training on Tableau?

For the Auditor

• 1. What is this branch doing exceptionally well?

• 2. Choose one section for focus on improvement moving forward. (Daily Task Board, Inventory Management, On Time Delivery, Keystone Safety Habits, DOT Compliance, Training)

G. Other

• General Comments

• General Photos

  Media

Sign Off

• Auditor's Name & Signature

  Sign