Operation Managers (OP 012) "Live Document" Issued on the Feb 2013 (5)

• Branch

• Live Document Number.

• Branch

• Branch Manager or Supervisor present.

• Auditor

• Issued on:

  Date

Managing Directors Requests & Operational Instructions.

Directors Requests & Operational Instructions.

Operation Managers Requests & Operational Instructions.

• OP001. "SPECPOL, DISCLAIMER" & MS (manufactured specials) is used in accordance with OP001.Have you educated all your sales staff regarding ALL the changes in this document, including the above?

  Yes

  No

  N/A

• The date you went though this document with your Sales team?

  Date

• OP009. Has Delegations of Authority been fully understood by the Branch Manager and supervisors?

  Yes

  No

  N/A

• The date you went though this document with your Supervisors?

  Date

• OP013. PPE-Protective Clothing. Have you printed this for the Green File and educated your staff of the content regarding PPE?

  Yes

  No

  N/A

• Date that all staff were informed of OP013?

  Date

• Have spot checks being carried out on GOODS IN/OUT?

  Yes

  No

  N/A

• Goods in Checked on:

  Date

• Delivery out checked on:

  Date

• Are Staff SIGNING operational documents as required by the policy?

• Are Staff adhering to the Customer Order & Purchase Order Maintenance, "Friday Checks" and re-dating any current CO as required in accordance with OP001?

• Are you taking steps to ensure that from Jan 2013 your Branch will become more self sufficient at staffing? i.e Training staff to cover holiday etc? (This will exclude LGV Drivers)

  Yes

  No

  N/A

• What, If any, issues have arisen following resent staff relocations?

  Yes

  No

  N/A

• Supplier representatives are to be encouraged to staff for product knowledge, what suppliers have you made plans with?

  Yes

  No

  N/A

Purchase Ledger Request (Sara & Andrea)

• Can we ask for the ‘deliveries in query’ form to be attached to the ‘TOP’ of the delivery note please. It just makes life a lot easier to identify an order that is in query.

• We are still getting orders booked in under one delivery note number even if there are two different numbers. Please check all delivery note numbers when booking in?

• When staff raise ‘returns’ on the system, please ensure that they reference it with our original ORDER NUMBER. There is a space called ‘OUR ORDER’, enter the data here! Is this understood?

• Are Goods In being booked in within 24 hrs, If not, please explain why?

  Yes

  No

  N/A

• Torbay Managers ARE fully responsible for sending Paperwork to Torquay, this needs to be done every 36 hrs, is this being done without fail!, if not, please explain why?

  Yes

  No

  N/A

Sales & Marketing Manager requests (Jason Winser)

• Are Ticket "Reference" codes on Counter Terminals for sales staff to enter correct reference as required?

  Yes

  No

  N/A

• Is the QUOTING SYSTEM being used as requested by the sales & Marketing Manager?

Credit Control request (Debi & Maggie)

I.T. Request (Andy Mitchell)

Stock Controller request (Gareth & Mel)

• Are you and your supervisors at the Branch trained to enter new Barcodes (Shift 1... Barcode)...?

  Yes

  No

  N/A

• Are staff using the "Demand" screen to check for slow and obsolete stock within the group, before ordering more stock in from suppliers?

  Yes

  No

  N/A

Workshop Requests & Operational Instructions. (Darren Moreing)

• Are daily checks being made & recorded correctly for LGV & Plant vehicles as required by Darren Moreing at the Managers Meeting 9th November 2012?

  Yes

  No

  N/A

• Are you making a note of the dates, that are sent from the workshop for routine vehicle maintenance?

  Yes

  No

  N/A

Transport request (Kevin Brown)

• Are all Drivers signing documents as required by the Comany Policy?

Branch Manager or Supervisor Regular H&S Instructions (Managing Director & Operations Manager)

• Are all Employees aware of location of first aid cabinet and are contents regularly checked?

  Yes

  No

  N/A

• Date of last Ladder Inspections?

  Date

• Date of last Racking Inspection, for Damage and Saftey bolts?

  Date

• Date of last Fire Alarm test?

  Date

• Are accident books being keep up to date and used when necessary?

  Yes

  No

  N/A

• Is the Branch sufficiently manned with First Aiders?

  Yes

  No

  N/A

• Is First Aid & Fire extinguishers & Exit signage clearly visible?

  Yes

  No

  N/A

• Can you please check expiry dates on Fire Extinguishers in your Branch?

  Date

• Is Fire Evacuation plans in place and understood by all employees, the date revisited?

  Date

Branch Secuity

• Who are the current Key Holders of the Branch?

  Yes

  No

  N/A

BRANCH INSPECTION Score by the Operations Manager (1-10)

• Managers Office Presentation!

• Paperwork Organisation and effecency in the depot?

• Front of Shop Presentation!

• Sales Counter presentation!

• Main Shop Presentation!

• Warehouse Presentation!

• Stock Room Presetation!

• Yard Presentation!

• Branch Manager Specials on Display and clearly marked?

• Stairways clear of obstruction?

• Walkways clear of clutter and clearly marked?

• Fire escapes clear of obstructions?

• Toilet Hygiene?

• Kitchen Hygiene?

• Comments on Inspection!

Date of Audit.

• Time & Date of this Audit.

  Date

• Branch Manager

  Sign

• Operations Manager

  Sign