Patio room audit office, warehouse, vehicle section

• Document No.

• Audit Title

• Conducted on

  Date

• Prepared by

• Location
  Address

Job Board

• Shows all jobs in house <br>

  Yes

  No

  N/A

• Board is up to date

  Yes

  No

  N/A

Paper flow

• Office paper flow organized by job status

  Yes

  No

  N/A

• Office paperwork readily accessible to Im ,DM and RM

  Yes

  No

  N/A

Permits

• Permit acquired before work started

  Yes

  No

  N/A

• Permit posted at job site

  Yes

  No

  N/A

Lead forms

• Lead forms properly filled out for every job

  Yes

  No

  N/A

Installer payroll

• Review for DOL compliance

  Yes

  No

  N/A

Under ground utility notification

• Compliance with underground utility regulations

  Yes

  No

  N/A

• Under ground obstructions marked

  Yes

  No

  N/A

Uninstalled receivable and service report

• Acceptable customer lead times

  Yes

  No

  N/A

• Issues resolved to customer satisfaction

  Yes

  No

  N/A

• Collections on time

  Yes

  No

  N/A

Installer certification training

• Has installation manager been certified?

  Yes

  No

  N/A

• Installers names and lead installers are they certified ?

  Yes

  No

  N/A

Commentary for this section

• comments

Glass organization

• All glass frames and screens stored together

  Yes

  No

  N/A

Extrusion organization

• Inventory of extrusion is adequate

  Safe

  At Risk

  N/A

• Extrusion stored safely and to reduce damage

  Safe

  At Risk

  N/A

Small parts

• Inventory of small parts is well organized <br>(Handles ,screws ,chalk , and coil)

  Yes

  No

  N/A

Safety

• Required first aid kit is available and accessible

  Yes

  No

  N/A

• Required: fire extinguisher available and accessible

  Yes

  No

  N/A

• Exit doors clear and not obstructed

  Yes

  No

  N/A

Dumpster and lot cleanliness

• Is the area in and around dumpster clean and swept?

  Yes

  No

  N/A

• The lot is free of screws and nails

  Yes

  No

  N/A

Commentary for warehouse section

• Comments on this section

  comments

Vehicle inspections

• Number of vehicles to be audited

Personal safety items

• Goggles present

  Yes

  No

  N/A

• Gloves present

  Yes

  No

  N/A

• Earplugs present

  Yes

  No

  N/A

• First aid kit present and stocked

  Yes

  No

  N/A

• Fire extinguisher present

  Yes

  No

  N/A

• Fire extinguisher full and inspection current

  Yes

  No

  N/A

Tools and power cords

• Proper GFCI

  Yes

  No

  N/A

• Frays

  Yes

  No

  N/A

• Broken prongs

  Yes

  No

  N/A

• Over all condition

  Yes

  No

  N/A

Straps / cables

• Proper load ratings

  Yes

  No

  N/A

• Cable locks for ladders and other equipment

  Yes

  No

  N/A

Body condition

• Dents - New not previously reported

  Yes

  No

  N/A

• Cracked windshield -New not previously reported

  Yes

  No

  N/A

• Outside mirrors present and usable

  Yes

  No

  N/A

• Cleanliness

  Yes

  No

  N/A

Interior condition.

• Rear view mirror present and usable

  Yes

  No

  N/A

• Instruments and indicators working

  Yes

  No

  N/A

• Organization

  Yes

  No

  N/A

• Cleanliness

  Yes

  No

  N/A

Anti- theft

• Vehicle locked when unattended

  Yes

  No

  N/A

• Toolboxes locked when left unattended and tools not left unattended in truck bed

  Yes

  No

  N/A

Tire condition

• Visible low pressure

  Yes

  No

  N/A

• Tread wear - excessive -not previously reported

  Safe

  At Risk

  N/A

Commentary on this section

• Suggestions ,Comments, Views?

  comments

Office

• Met all audit requirements

  Yes

  No

  N/A

• All lead installers are certified

  Yes

  No

  N/A

• Action items needed

  Yes

  No

  N/A

Warehouse

• Met all audit requirements

  Yes

  No

  N/A

• Action items needed

  Yes

  No

  N/A

Vehicle and tools

• Met all audit requirements

  Yes

  No

  N/A

• Action items needed

  Yes

  No

  N/A

Deck inspections

• Met all audit requirements

  Yes

  No

  N/A

• Action items needed

  Yes

  No

  N/A

Wall inspections

• Met all audit requirements

  Yes

  No

  N/A

• Action items needed

  Yes

  No

  N/A

Roof inspections

• Met all audit requirements

  Yes

  No

  N/A

• Action items needed

  Yes

  No

  N/A

Overall score for city

• Over all score for city

Signature of Division Manager and Install Manager

• Installation Manager

  Sign

• Division Manager

  Sign

• Esi Trainer

  Sign