Title Page
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Conducted on
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Prepared by
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Location
Finance Audit
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Do Team Members have their name tags on?
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Does the Team Member seem organized and ready to work?
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If Team Member has walked away from desk and is not near by, did they log off / lock computer?
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Did the Team Member answer phone within 3 rings?
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Was the Team Member courteous and knowledgeable with the phone call?
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Did the Team Member use the guest name and thanked the caller for contacting us?
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Did the Team member relay any information to other departments if needed?
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Does the Team Member make proper use of equipment / supplies?
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Does the Team Member know the Standard Operating Procedures regarding confidential information?
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Do the Team Members display positive and approachable body language?
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If any questions marked NO, please explain and indicate the name of the observed Team Member.
