Sample - Rygor Site Audit

• Site

• Auditor

• Conducted on

  Date

1.0 - Site

• 1.1 - Yard/Parking/Image

  Pass

  Fail

• 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

  No

  Yes

• Enter recommendations

• Action date

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  Date

• 1.2 - Signage/Flags

  Pass

  Fail

• Scope of audit criteria:
  Signage CI compliant, all lights operational, clean and free from debris, flags clean, CI compliant, in good condition
  

• Recommendations

  No

  Yes

• Enter recommendations

• Action date

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• 1.3 - New & Used displays (van pro)

  Pass

  Fail

• 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

  No

  Yes

• Enter recommendations

• Action date

  Select Specify date Immediate 1 week 2 weeks 1 month On going

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• 1.4 - Service/Parts reception areas inc showroom

  Pass

  Fail

• 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

  No

  Yes

• Enter recommendations

• Action date

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• 1.5 - Company vehicle condition inc check in/out forms and daily safety check evidence

  Pass

  Fail

• 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

  No

  Yes

• Enter recommendations

• Action date

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• 1.6 - Literature/Campaign posters/Accessory displays

  Pass

  Fail

• 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

  No

  Yes

• Enter recommendations

• Action date

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• 1.7 - Staff corporate workwear and image

  Pass

  Fail

• Scope of audit criteria:
  Correct workwear attire, smart and presentable, namebadges worn

• Recommendations

  No

  Yes

• Enter recommendations

• Action date

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• 1.8 - Customer waiting areas

  Pass

  Fail

• 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

  No

  Yes

• Enter recommendations

• Action date

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• 1.9 - Workshop condition

  Pass

  Fail

• 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

  No

  Yes

• Enter recommendations

• Action date

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• 1.10 - Parts warehouse condition

  Pass

  Fail

• 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

  No

  Yes

• Enter recommendations

• Action date

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• 1.11 - Staff canteen condition

  Pass

  Fail

• Scope of audit criteria:
  clean, tidy, free from rubbish, micowaves clean, fridges clean, technician KPI's (utilisation/efficiency, displayed and notice boards updated

• Recommendations

  No

  Yes

• Enter recommendations

• Action date

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• 1.12 - Meeting rooms condition

  Pass

  Fail

• Scope of audit criteria:
  clean, organised, tidy.

• Recommendations

  No

  Yes

• Enter recommendations

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• 1.13 -Service managers office

  Pass

  Fail

• Scope of audit criteria:
  clean, organised, tidy, organisation of documents, signs of high numbers of job cards

• Recommendations

  No

  Yes

• Enter recommendations

• Action date

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• 1.14 - Other offices

  Pass

  Fail

• Scope of audit criteria:
  clean, organised, tidy.

• Recommendations

  No

  Yes

• Enter recommendations

• Action date

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• 1.15 - Customer toilets

  Pass

  Fail

• Scope of audit criteria:
  clean, free from non corporate literature, soaps, hand dryers, hand roll.

• Recommendations

  No

  Yes

• Enter recommendations

• Action date

  Select Specify date Immediate 1 week 2 weeks 1 month On going

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2.0 - KPI/Core standard audit (current MTD)

• 2.1 - Hours invoiced MTD

  Pass

  Fail

• Scope of audit criteria:
  on target, average daily invoicing on target, consistant daily performance, evidence of communication to team of targets/position

• Recommendations

  No

  Yes

• Enter recommendations

• Action date

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• 2.2 - Utilisation

  Pass

  Fail

• 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

  No

  Yes

• Enter recommendations

• Action date

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• 2.3 - Recovery rate

  Pass

  Fail

• Scope of audit criteria:
  on target, exceptions clearly monitored via D19 and challenged, action taken against exception

• Recommendations

  No

  Yes

• Enter recommendations

• Action date

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• 2.4 - Efficiency

  Pass

  Fail

• Scope of audit criteria:
  on target, daily disciplines done, low efficiencies evidence of challenge, R79 communicated to team, statistics displayed

• Recommendations

  No

  Yes

• Enter recommendations

• Action date

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• 2.5 - Overtime vs standard hours

  Pass

  Fail

• Scope of audit criteria:
  measurement understood, actual performance in line with actual non productive time, exceptions analysed and understood

• Recommendations

  No

  Yes

• Enter recommendations

• Action date

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• 2.6 - WIP

  Pass

  Fail

• Scope of audit criteria:
  zero over 30 days, high value exceptions, partial invoicing cleansed

• Recommendations

  No

  Yes

• Enter recommendations

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• 2.7 - Queries

  Pass

  Fail

• Scope of audit criteria:
  zero over 30 days from query or 10% of value of average monthly labour sales, high value being managed

• Recommendations

  No

  Yes

• Enter recommendations

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• 2.8 - Cash

  Pass

  Fail

• Scope of audit criteria:
  zero

• Recommendations

  No

  Yes

• Enter recommendations

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• 2.9 - Average daily hours/mid month

  Pass

  Fail

• 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

  No

  Yes

• Enter recommendations

• Action date

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• 2.10 - Non productive analysts - Allowed/Disallowed

  Pass

  Fail

• 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

  No

  Yes

• Enter recommendations

• Action date

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• 2.11 - NPS

  Pass

  Fail

• 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

  No

  Yes

• Enter recommendations

• Action date

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• 2.12 - MOT

  Pass

  Fail

• Scope of audit criteria:
  score vs target, all failures communicated with relevant action plans in place, quality checks in place

• Recommendations

  No

  Yes

• Enter recommendations

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• 2.13 - S24HR attendance/SLA/Roadsite repair

  Pass

  Fail

• Scope of audit criteria:
  scores vs MB targets, action plans in place

• Recommendations

  No

  Yes

• Enter recommendations

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• 2.14 - Net profit YTD

  Pass

  Fail

• Scope of audit criteria:
  vs budgets, performance action plans in place, exceptions understood with action plans and communication

• Recommendations

  No

  Yes

• Enter recommendations

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• 2.15 - Nominated blue chip customers debtors

  Pass

  Fail

• Scope of audit criteria:
  full understanding, aged debts being actioned, list up to date

• Recommendations

  No

  Yes

• Enter recommendations

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• 2.16 - Marketing strategy & customers visit plans

  Pass

  Fail

• Scope of audit criteria:
  awareness of top ten customers, prospecting plans in place, customer visits in place, seasonal campiagns

• Recommendations

  No

  Yes

• Enter recommendations

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• 2.17 - Service care sales

  Pass

  Fail

• Scope of audit criteria:
  number of contract sales, sales method in place, service advisors engaged

• Recommendations

  No

  Yes

• Enter recommendations

• Action date

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3.0 - Workshop process and quality

• 3.1 - Rectification

  Pass

  Fail

• Scope of audit criteria:
  current financial position in accounts, evidence of manager awareness and action taken, any trend indentified

• Recommendations

  No

  Yes

• Enter recommendations

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• 3.2 - Loading process

  Pass

  Fail

• Scope of audit criteria:
  hours loaded accurately, forward planning in place,stopped jobs being prioritised correctly

• Recommendations

  No

  Yes

• Enter recommendations

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• 3.3 - Truckfile

  Pass

  Fail

• Scope of audit criteria:
  zero overdue, sign off completed within time, rebooks for defects in place

• Recommendations

  No

  Yes

• Enter recommendations

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• 3.4 - Deadline times

  Pass

  Fail

• Scope of audit criteria:
  all accurately loaded and managed, red flag update communication process in place

• Recommendations

  No

  Yes

• Enter recommendations

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• 3.5 - Job card storage and process

  Pass

  Fail

• Scope of audit criteria:
  job cards in correct storage trays and prioritised accuratley, zero aged job cards sitting around w/shop control office.

• Recommendations

  No

  Yes

• Enter recommendations

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• 3.6 - Capacity planning

  Pass

  Fail

• Scope of audit criteria:
  work loaded in advance, hours loaded accurately and maximised against available capacity

• Recommendations

  No

  Yes

• Enter recommendations

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• 3.7 - Rebook process

  Pass

  Fail

• Scope of audit criteria:
  clear evidence of rebook process

• Recommendations

  No

  Yes

• Enter recommendations

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• 3.8 - Quality checks

  Pass

  Fail

• Scope of audit criteria:
  clear evidence of quality check process against target, defined Preventive maintenance quality check programme and 100% DPD completion

• Recommendations

  No

  Yes

• Enter recommendations

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• 3.9 - Technical documentation

  Pass

  Fail

• Scope of audit criteria:
  all documents stored and clearly available

• Recommendations

  No

  Yes

• Enter recommendations

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• 3.10 - Preventative maintenance standards

  Pass

  Fail

• Scope of audit criteria:
  evidence of staff awareness, quality system and scoring in place, carry out physical vehicle check (where possible)

• Recommendations

  No

  Yes

• Enter recommendations

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• 3.11 - BER training

  Pass

  Fail

• Scope of audit criteria:
  evidence of management of training docs in place, full compliance to BER requirements

• Recommendations

  No

  Yes

• Enter recommendations

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• 3.12 - PDP plans

  Pass

  Fail

• Scope of audit criteria:
  all in place and clearly managed and updated accordingly

• Recommendations

  No

  Yes

• Enter recommendations

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• 3.13 - Goodwill spend

  Pass

  Fail

• Scope of audit criteria:
  current financial position in accounts, evidence of manager awareness and action taken, any trend indentified

• Recommendations

  No

  Yes

• Enter recommendations

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Finish

• Auditors signature

  Sign