Rygor Site Audit

Information

Site
Auditor
Conducted on

1.0 - Site

1.1 - Yard/Parking/Image
Scope of audit criteria:
parking clearly signed inc floor markings, no staff vehicles on site, customer parking not filled with company vehicles, all vehicles parked neatly, free from debris, rubbish, weeds etc, main entrance external condition
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
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1.2 - Signage/Flags
Scope of audit criteria:
Signage CI compliant, all lights operational, clean and free from debris, flags clean, CI compliant, in good condition
Recommendations
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Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
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1.3 - New & Used displays (van pro)
Scope of audit criteria:
vehicles clean and displayed correctly, priced, all options inc aftersales (service contracts) displayed and available, all products displayed as applicable and volume of display at correct level
Recommendations
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Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
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1.4 - Service/Parts reception areas inc showroom
Scope of audit criteria:
Clean and clutter free, no food/drink (exception corporate cups) , housekeeping including paperwork and file storage control (see visible evidence of well organised documents)
Recommendations
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Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
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1.5 - Company vehicle condition inc check in/out forms and daily safety check evidence
Scope of audit criteria:
Clean (inside and out), damage free, correct livery and age, carry out visual health check, see evidence of check in/out forms completed correctly including any evidence of fuel and damage charges, evidence of safety checks in place )
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
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1.6 - Literature/Campaign posters/Accessory displays
Scope of audit criteria:
displayed professionally, clean and well presented, all literature up to date, wall mounted pictures are clean, straight and relevant, parts accesory well stocked
Recommendations
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Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
1.7 - Staff corporate workwear and image
Scope of audit criteria:
Correct workwear attire, smart and presentable, namebadges worn
Recommendations
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Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
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1.8 - Customer waiting areas
Scope of audit criteria:
clean, tidy, all relevant company literature available inc trade press and newspapers, drinks machines stocked, clean and hygenic, water machine available and working and cups available, biscuits available, TV working and remote control available
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
1.9 - Workshop condition
Scope of audit criteria:
all bays and pits clean/tidy, free from clutter, bins not overflowing, floors clean, workshop equipment ALL tools stored in correct location, star machines stored correctly,parts warranty areas kept as tidy as possible, stock holding at a minimum.
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
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1.10 - Parts warehouse condition
Scope of audit criteria:
clean and tidy, floors clutter free and no trip hazards, parts stock located efficiently and not overflowing, space managed efficiently, housekeeping good
Recommendations
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Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
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1.11 - Staff canteen condition
Scope of audit criteria:
clean, tidy, free from rubbish, micowaves clean, fridges clean, technician KPI's (utilisation/efficiency, displayed and notice boards updated
Recommendations
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Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
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1.12 - Meeting rooms condition
Scope of audit criteria:
clean, organised, tidy.
Recommendations
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Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
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1.13 -Service managers office
Scope of audit criteria:
clean, organised, tidy, organisation of documents, signs of high numbers of job cards
Recommendations
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Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
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1.14 - Other offices
Scope of audit criteria:
clean, organised, tidy.
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
1.15 - Customer toilets
Scope of audit criteria:
clean, free from non corporate literature, soaps, hand dryers, hand roll.
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date

2.0 - KPI/Core standard audit (current MTD)

2.1 - Hours invoiced MTD
Scope of audit criteria:
on target, average daily invoicing on target, consistant daily performance, evidence of communication to team of targets/position
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
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2.2 - Utilisation
Scope of audit criteria:
vs target, daily disciplines done with PT1, understanding of position, evidence of challenging non productive time with plans for improvements where required communicated to team updated
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
2.3 - Recovery rate
Scope of audit criteria:
on target, exceptions clearly monitored via D19 and challenged, action taken against exception
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
2.4 - Efficiency
Scope of audit criteria:
on target, daily disciplines done, low efficiencies evidence of challenge, R79 communicated to team, statistics displayed
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
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2.5 - Overtime vs standard hours
Scope of audit criteria:
measurement understood, actual performance in line with actual non productive time, exceptions analysed and understood
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
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2.6 - WIP
Scope of audit criteria:
zero over 30 days, high value exceptions, partial invoicing cleansed
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
2.7 - Queries
Scope of audit criteria:
zero over 30 days from query or 10% of value of average monthly labour sales, high value being managed
Recommendations
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Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
2.8 - Cash
Scope of audit criteria:
zero
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
2.9 - Average daily hours/mid month
Scope of audit criteria:
consistant daily invoicing performance, mid month on target or achieved, daily discipline controlled and evidence of communication of targets to team
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
2.10 - Non productive analysts - Allowed/Disallowed
Scope of audit criteria:
full awareness of position, daily discipline evidence and actions, actual vs targets, allowed non productive minimised where high overtime is evident
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
2.11 - NPS
Scope of audit criteria:
Service NPS data screens being used consistantly, full awareness of current position and necessary action plans in date, scores clearly communicated
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
2.12 - MOT
Scope of audit criteria:
score vs target, all failures communicated with relevant action plans in place, quality checks in place
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
2.13 - S24HR attendance/SLA/Roadsite repair
Scope of audit criteria:
scores vs MB targets, action plans in place
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
2.14 - Net profit YTD
Scope of audit criteria:
vs budgets, performance action plans in place, exceptions understood with action plans and communication
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
2.15 - Nominated blue chip customers debtors
Scope of audit criteria:
full understanding, aged debts being actioned, list up to date
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
2.16 - Marketing strategy & customers visit plans
Scope of audit criteria:
awareness of top ten customers, prospecting plans in place, customer visits in place, seasonal campiagns
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
2.17 - Service care sales
Scope of audit criteria:
number of contract sales, sales method in place, service advisors engaged
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date

3.0 - Workshop process and quality

3.1 - Rectification
Scope of audit criteria:
current financial position in accounts, evidence of manager awareness and action taken, any trend indentified
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
3.2 - Loading process
Scope of audit criteria:
hours loaded accurately, forward planning in place,stopped jobs being prioritised correctly
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
3.3 - Truckfile
Scope of audit criteria:
zero overdue, sign off completed within time, rebooks for defects in place
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
3.4 - Deadline times
Scope of audit criteria:
all accurately loaded and managed, red flag update communication process in place
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
3.5 - Job card storage and process
Scope of audit criteria:
job cards in correct storage trays and prioritised accuratley, zero aged job cards sitting around w/shop control office.
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
3.6 - Capacity planning
Scope of audit criteria:
work loaded in advance, hours loaded accurately and maximised against available capacity
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
3.7 - Rebook process
Scope of audit criteria:
clear evidence of rebook process
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
3.8 - Quality checks
Scope of audit criteria:
clear evidence of quality check process against target, defined Preventive maintenance quality check programme and 100% DPD completion
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
3.9 - Technical documentation
Scope of audit criteria:
all documents stored and clearly available
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
3.10 - Preventative maintenance standards
Scope of audit criteria:
evidence of staff awareness, quality system and scoring in place, carry out physical vehicle check (where possible)
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
3.11 - BER training
Scope of audit criteria:
evidence of management of training docs in place, full compliance to BER requirements
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
3.12 - PDP plans
Scope of audit criteria:
all in place and clearly managed and updated accordingly
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date
3.13 - Goodwill spend
Scope of audit criteria:
current financial position in accounts, evidence of manager awareness and action taken, any trend indentified
Recommendations
Enter recommendations
Action date
- Specify date
- Immediate
- 1 week
- 2 weeks
- 1 month
- On going
Select date