Information

  • Drivers Name

  • Truck #

  • Trailer #

  • Account Name and Number

  • Conducted on

  • Prepared by

  • Location

Appearance / Uniforms

  • Is the driver in proper uniform?

  • Shirt clean and tucked ?

Safety

  • Wearing steel toed shoes and appropriate PPE?

  • Is the truck safely Parked?

  • Safety cones visible(2 cones where it makes sense)?

  • Not blocking handicapped spots/ramps?

  • Does the driver leave their truck properly secure, windows up, and keys in hand?

  • Properly operates lift gate with flap up?

  • Properly operate their pallet jack(uses horn and walks to the side, positions it to minimize obstructions)?

  • Does the driver use proper lifting techniques(MoveSmart)?

  • Operates their hand truck/cart safely, efficient, and effectively?

Customer Service

  • Is the customer greeted as they enter the account?

  • Was the check-in process completed accurately?

  • Was the product put away, rotated, and organized?

  • Did the driver complete necessary merchandising where appropriate?

  • Was the sales rep, supervisor, or merchandiser contacted when appropriate?

  • Was the customer thanked for their business at the end of the delivery process?

Transportation

  • Was the driver observed driving safely and following all driving laws and regulations?

  • Is the driver operating vehicle with the rear door down, securely latched, and lift gate in the upright position?

  • Is the tractor kept in a clean and orderly condition?

  • Is the trailer clean, cargo condensed, stacked properly, and secure for transportation?

Compliance and Policies

  • Did the customer sign either the digital pad on palm or paper invoice?

  • Can the driver explain DOT rules: Reset Rule, Lunch Break Rule, Big Day Rule, Daily Hour Rule, Weekly Hour Rule?

  • Is the driver logged into GreenMile properly?

  • Is the drivers voicemail set up properly? (Call drivers phone at time of audit while with the driver to verify)

Comments & Signatures

  • Driver Comments

  • Driver Signature

  • Auditors Comments

  • Auditors Signature

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.