Information

  • Outlet: SA

  • WCC

  • Postal Manager Name

  • Conducted :

  • Prepared by Kym Altmann - Manager Rural & Regional SANT

  • Location Address:

ACTIONS ARISING FROM PREVIOUS VISIT:

  • Is it intended that this section be completed as a part of this visit?

  • Check to see that all items outstanding have been completed from the last visit:

  • Upload the last Visit Report

Outlet Appearance (External)

  • Is it intended that this section be completed as a part of this visit?

  • Is the external appearance of the building satisfactory?

  • Take photos of the external of the building

  • Is correct signage in place?

  • Take photos of the external signage

  • Are the Post Office Boxes in good condition?

  • What type of Post Office Boxes are installed? (multiple choice active)

  • If C of A Post Office Boxes are in situ please note how many

  • Take Photos of the Post Office Boxes (If Applicable)

  • Does Street Posting Box have correct information on the box? I.e - Mail Closing Times, Dangerous Goods etc.

  • Take photos of the Street Posting Box (if applicable)

  • Clear window policy being adhered to?

  • Are office trading hours displayed?

  • Is security signage on display?

Outlet Appearance (Internal)

  • Is it intended that this section be completed as a part of this visit?

INTERNAL STORE APPEARANCE

  • Is the shop neat and tidy?

  • Is there a standard retail fitout completed at this store?

  • What is the condition of the Carpet in the Store?<br><br>Back of House?<br><br><br>Front of House?

  • Take photos of the Carpet if it needs to be replaced

  • Should this outlet be on the current fitout program?

  • What is the year of Fitout for this store?

  • Are mandatory products available for sale? (Post Pak, Prepaid and Stamps)

  • Are shelves stocked well with correct price ticketing?

  • Standard of Merchandising?

  • Take photos of the merchandising within the store

  • Are dump bins being used and are they in line with current standards?

  • Is there any non-conforming equipment/fixture/fitting in place that need to be removed?

  • Take a photo of the non-conforming item:

  • Agreed strategy with the Postal Manager to remove the item: (Time and Date Agreed)

  • Is the Latest Catalogue on display at the head of queue?

  • Complete Merchandising Checklist if not completed in last two months?

PLANOGRAM WALLS

  • Mail Services

  • Postpak<br><br>

  • Stationery

  • Philatelic

  • Communications/Connectivity

  • Financial Services

  • Travel

  • Bills, Banking & Travel

  • Brochure Bay

ROTATIONAL PLANOGRAMS

  • Promotional

  • Books

  • Smiggles

  • Recorded Media

  • Fire & Safety

  • Mobile Accessories

IMPULSE ZONES/IBUs

  • USBs

  • Confectionery

  • Connectivity

SAFETY CHECKS

  • Floor Furniture

  • Fixtures

  • Wheel Chair Compliance

  • Spinners & Cardboard Units

  • Stock Storage

  • Glass Display cabinets/Cases including Locks & Alarms

IN-STORE EXPERIENCE OFFICER FOLLOW UP ITEMS:

  • Is follow up action required?

OUTLET FOLLOW UP ACTION:

  • Is follow up action required?

FLOOR PLAN CHANGE RECOMMENDATIONS:

  • Upload a copy of the latest Floor Plan for this outlet

  • Add media

  • Is follow up action required?

Quality of Service

  • Is it intended that this section be completed as a part of this visit?

Customer Service

  • Observe customer waiting time:

  • Are all positions operating?

  • Are customer service standards being met according to NPS and Retail CX scores?

  • Check & discuss the 'Detractor Report' with the Postal Manager:

  • Discuss any major customer complaints since the last visit with the Manager (Obtain Report from NCCC prior to Visit)

  • Add Notes from discussion:

Mail Acceptance

  • Correct process for acceptance of<br>international parcels? i.e: Customers<br>Declaration and ID Verification, use of<br>International post guide to determine<br>restrictions

  • Are staff aware of the acceptance<br>procedure of bulk mail lodgement and are<br>mailing statements being completed?

  • Is outlet streaming in accordance with <br>Regular and Priority?

  • It is required that the below guidelines are put in place for Category B Streaming Outlets?

    CATB1.jpg
  • CATB2.jpg
  • CATB3.jpg

Counter Delivery of Mail Articles

  • Are awaiting collection and delivered scans scans being<br>performed at the outlet correctly?

  • Are signature articles being correctly<br>scanned?

  • Is the 5+5 rule in place and being used and are all staff aware of the process? (eg 5+5 rule for<br>street carded articles / 30 days for POB's<br>and FCC customers)

  • Are Startrack articles being scanned as awaiting collection via EPOS terminal (to ensure correct revenue receipt) and delivered via the handheld scanner correctly to capture the signature?

  • The below information relates to the correct scanning process for Startrack Articles at a EPOS site

    Scan1.jpg
  • Scan2.jpg
  • Scan3.jpg
  • Scan4.jpg
  • Scan5.jpg

Post Office Boxes

  • Is signage being utlised to display sorting of<br>Post Office Boxes is in progress/completed

  • What is the current Post Office Box Delivery Standard for this outlet?

  • Is this Standard being met? (Take with you the most recent POB Sort Times Report from David Rice)

  • Discuss why and put a plan in place to rectify:

  • Are there any Mail2Day customers and are correct processes being followed in NetPOS for this service

Staffing & Training

  • Is it intended that this section be completed as a part of this visit?

  • Upload the most recent WFM Desktop Result for this office:

  • Discuss the most recent WFM Desktop result with the Postal Manager:

  • Agreed strategy for Postal Manager to align staffing results with WFM:

  • Note agreed strategy for Postal Manager to align staffing to workload offering:

  • Have all staff registered within OPSS completed thier mandatory training? (Print a copy of the OPSS Report & take with you)

  • Make a note of strategy to complete mandatory training:

  • Is there any further training opportunities identified for this outlet?

  • Make a note of any Training Options put forward:

Safety at the Outlet

  • Is it intended that this section be completed as a part of this visit?

  • Are the Evacuation Procedures on display and current?

  • Postal Manager to arrange:

  • Is the current WHS Plan visible for all staff to see?

  • Arrange to have a copy of the latest WHS Plan provided to Postal Manager:

  • Is the Quality Policy Statement on display in the Shop Area?

  • Postal Manager to arrange:

  • What is the general tidiness of the outlet like?

  • Make Notes and Comments:
    Front of House?


    Back Of House?


    External:

  • Is Dangerous Goods Poster on display in the Shop Area?

  • Postal Manager to arrange:

  • Have relevant Material Safety Data Sheets been completed (MSDS) and are they current?

  • Postal Manager to arrange:

  • Is the Locking Up Check-List current and on display near the Exit Door?

  • Postal Manager to immediately arrange:

  • Are visitors provided with the correct induction training and signed in using the appropriate process?

  • Discuss the importance and have the Postal Manager arrange:

  • Are staff aware of the SOFPs that are in place?

  • Postal Manager to arrange:

  • Do you have regular discussions with you’re a staff on their Health and Well-being?

  • Do the following items form a regular part of your Agenda for local Staff Meetings?<br>a. Diversity & Inclusion <br>b. Workplace Harassment, Discrimination & Bullying

  • Discuss Safety with Staff/Safety Advocate/HSR:

  • Discussion Notes:

Additional Items

  • Is it intended that this section be completed as a part of this visit?

  • Does the Postal Manager and 2iC understand the Postpal call lodgement process?<br><br>Phone is the preferred option:<br>Email is the second option:<br>Facility Manager is your main point of contact:<br>Must follow-up if you do not hear back:<br><br>

  • Discuss & make notes:

  • Have the IMEI Numbers for all of the phones on sale been listed down, is it up to date and retained in the safe?<br>

  • Discuss & make notes:

  • Does the Postal Manager and 2iC know of and use the Best Practice Drive to ensure the very latest in forms are in use from a Network viewpoint?

  • Discuss & make notes:

  • Is there a local Forms Register in place and is it up to date?

  • Discuss & make notes:

  • Check OMET Report:

  • Note any abnormalities:

  • Check Attendance Book for Overtime Entries in RED

  • Comments:

  • Check the Staff Noticeboard is up to date? - e.g - Our Ethics Statement - HDB Policy HCO List - EEO Policy - Diversity Statement - Violence int he Workplace - Social Media Policy

  • Discuss & make notes:

Site Visit Acknowlegement

  • Site Visit and Discussions Acknowledged

Postal Manager/2iC

  • Add signature

  • Position

Australia Post Representative:

  • Add signature

  • Position

  • Site Visit Checklist Reviewed

  • Additional Comments

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