Driver Field Audit

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Safety

• Is the driver in proper uniform, clean, professional and wearing safety boots?

  Yes

  No

  N/A

• Is the truck parked in a secure location with safety cones visible?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Properly operates lift gate and pallet jack

  Yes

  No

  N/A

• Does the driver use proper lifting techniques?

  Yes

  No

  N/A

• Efficient and effective with operating a hand truck

  Yes

  No

  N/A

Customer Service

• Is the customer greeted at the time of delivery?

  Yes

  No

  N/A

• Was the check in process completed accurately ?

  Yes

  No

  N/A

• Was product put away, rotated and organized?

  Yes

  No

  N/A

• Was sales rep contacted when appropriate ?

  Yes

  No

  N/A

Transportation

• Does the driver follow all driving laws and regulations?

  Yes

  No

  N/A

• Is the cargo condensed, stacked properly and secure for transport?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

Compliance

• Understands and uses XATA properly

  Yes

  No

  N/A

• Understands all DOT hours of service

  Yes

  No

  N/A

• Understands meal period guidelines both State and Federal regulations

  Yes

  No

  N/A