• Audit Title

  • Document No.

  • Branch

  • IBL

  • Trainer Name

  • OJO Ride

  • Certification Ride

  • License & Medical Card Verified

  • Smith System Form Completed

  • BBS Observation Completed

  • Conducted on

  • T - Training Required
    P - Proficiency Demonstrated
    N/O - Not Observed, Competency Checked

AM - At Branch Prior to Departure

  • Arrives prior to scheduled start time, fully prepared to start work

  • Meets local appearance standards and requirements for PPE

  • Obtains HHC, validates correct route on HHC, organizes paperwork prior to departure

  • Obtains/Verifies necessary supplies (stretch wrap, dock plate, pallet jack, load retainer, blue cooler, etc.)

  • Moves with sense of urgency

  • Checks load, verifies first stop, case count with marker, checks vehicle light, secures/locks rear door

  • Performs pre-trip inspection per guidelines (verifies DVIR or ZONAR completed)

  • Demonstrates and utilizes set routine (plans ahead, completes all activities prior to moving to next work area)

  • Exhibits on-time branch departure

  • Demonstrates stretching daily (2-4-U Program)

On Route - Travel to/from Branch and Between Store Deliveries

  • Demonstrates and utilizes set routine (enters/exits vehicle)

  • Plans ahead, knows the store, knows optimal and alternative travel paths

  • Follows all Mondelez safety guidelines

  • Obeys all traffic laws

  • Exhibits safe driving habits (SMITH System)

  • Adapts to changing traffic/weather conditions

  • Performs progressive clean-up throughout the day

At Store - Delivery Locations

  • Arrives at planned delivery time

  • Use 3-points of contact for entry into & exit from cab

  • Secures cab and trailer door when unattended

  • Chocks wheels

  • Knows the store (delivery location, carry aid storage area, alternate contacts, etc.)

  • Attracts immediate attention

  • Conveys sense of urgency

  • Demonstrates efficient in-vehicle activities

  • Trailer door raised and lowered in safe manner

  • Appropriate equipment use based on stop characteristics

  • Product/Order selection (case count utilizing marker)

  • Case handling (utilizes proper PPE if necessary)

  • Next stop verification – if applicable per local policy

  • Securing of load

  • Returns

  • Securing of carry aid

  • Trailer configuration maintenance

  • Carry aid movement

  • Demonstrates efficient backroom activities

  • Receiver contact maintained to expedite delivery

  • Product placement

  • Delivery acceptance

  • Audit process

  • Credit and returns process

  • Securing of trailer/lift gate at first opportunity

  • Planning ahead to minimize walks

  • HHC activities (take HHC to each store, gather POD)

  • Departs store without delay

PM - At Branch After Arrival

  • Demonstrates and utilizes set routine (plans ahead, completes all activities prior to moving to next work area)

  • Performs post-trip inspection per guidelines (verifies DVIR or ZONAR completed)

  • Cleans vehicle (removes waste from tractor/cab, trailer/box truck)

  • Moves with sense of urgency

  • Effectively performs HHC settlement and transmission

  • Completes paperwork (store, vehicle maintenance/repair, daily paperwork)

  • Communicates and reviews with management per local guidelines

  • Clocks out and departs property


  • Additional Comments

Observation Summary

  • Certification Achieved – Methods Certified DSD Driver (must score 100% for certification)

  • Delivery Driver Not Certified

  • Reason for Certification Not Being Achieved (if applicable):

  • Training Plan to Gain Proficiency (steps for DMC improvement):

  • Schedule for Next Observation

  • Driver Signature

  • Trainer 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.