Field Management Operations Audit

INSTRUCTIONS:
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1. Answer all the questions provided below.
2. Add photos and notes by clicking on the paperclip icon, if applicable.
3. To add a Corrective Action click on the paperclip icon then "Add Action", provide a description, assign to a member, set priority and due date. (Please include the Next Steps, Name of Person and When will the action take place.)
4. Complete audit by providing digital signature.
5. Share your report by exporting as PDF, Word, Excel or Web Link.

ENVIRONMENT

E1 : Store Surround : Is there clear evidence that the store surrounds have been cleaned in the last 48 hours ?

E2 : Fascia & Imagery : Is the store fascia, windows and imagery clean and undamaged ?

E3 : Litter Bin : Does the store have an external litter bin that is regularly emptied ?

E4 : Baskets & Trolleys : Are baskets and trolleys available, clean and undamaged ?

E5 : Floor Hygiene : Is there evidence that the floor has been cleaned in the last 48 hours ?

E6 : Lighting : Is in store lighting maintained ?

E7 : Chillers & Freezers : Are chillers operating to temperature and cleanliness maintained ?

E8 : Ambient Shelving : Is there evidence of shelf cleaning ?

E9 : Toilets : Does the toilet have hot water, soap and hygienic drying facility ?

E10 : Staff Area : Have the staff got a facility to take a break and have a hot drink ?

PRODUCTS & SERVICES

P1 : Central Billing supply : Is the store using the agreed supplier for bread/milk/frozen/sandwiches and produce ?

P2 : Promotional implementation : Does the in store promotional space match guidelines ?

P3 : Core Range : Is the Core Range available?

P4 : Local Suppliers : Are all local suppliers approved & paid centrally?

P5 : Promotions : Are staff aware of the latest promotions?

P6 : Availability of staples : Are all of these core lines available, 800g white and brown bread,2L/4pt milk,6 eggs,1kg sugar ?

P7 : On the Go : Is there evidence of a day part menu in use in store ?

P8 : Local range : Is there evidence of local ranging ?

P9 : ATM & Cashback : Is the ATM working and/or cashback facility available ?

P10 :E Pay services : Are the E Pay services working ?

BEHAVIOURS

B1 : Staff record cards : Does each staff member have an up to date and complete personnel file ( see appendix 1)?

B2 : Essentials training toolkit : Does the store have the relevant training kit ?

B3 : Customer service training : Are all customers delivering excellent customer service ?

B4 : 12 month training plan : Is the 12 month training plan up to date and displayed on the staff comms notice board?

B5 : Underage sales : Is the refusals book up to date and being used ?

B6 : Fire procedures : Ask a member of staff where the fire assembly point is and that they are correct ?

B7 : Food Hygiene : Have all food service staff got a basic food hygiene certificate displayed in store ?

B8 : Store Daily/Weekly walk : Is the daily/weekly walk being completed by the store manager?

B9 : Legal & Compliant : Is the store following minimum legal requirements?

B10 : Observe customer service : On the counter do the staff greet, smile, make eye contact and say thank you when serving ?

COMMUNICATIONS

C1 : Statutory signage : Are all legal statutory notices displayed (see appendix 2) ?

C2 : Staff uniform : Are all staff wearing branded uniform ?

C3 : Staff name badge : Are all staff wearing branded name badge ?

C4 : Staff communication board : Is the staff comms board laid out correctly and up to date (see appendix 3)?

C5 : Community notice board : Is the community notice board in use ?

C6 : Use of POS : Is the current up to date promotional POS pack in use ?

C7 : Opening hours : Are the store opening hours displayed and visible to customers from outside the store ?

C8 : Promotional posters : Are the posters for the current promotional period on display ?

C9 : Imagery : Has the imagery installed in the store been maintained as per initial installation ?

C10 : Think 25 : Is the Think 25 policy clearly visible to customers ?

COMPLETION
Audited By: (Name & Signature)
Please note that this checklist is a hypothetical example and provides basic information only. It is not intended to take the place of, among other things, workplace, health and safety advice; medical advice, diagnosis, or treatment; or other applicable laws. You should also seek your own professional advice to determine if the use of such checklist is permissible in your workplace or jurisdiction.