SMS Store Visitation & Compliance Report

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• Store Number

• Time In

  Date

• Time Out

  Date

• Shift Manager

Outside of the Location

• Parking lot is clean and free of debris?

  Yes

  No

  N/A

• Patio area is clean and maintained?

  Yes

  No

  N/A

• Front door is clean, no excessive fingerprints, cleaned at beginning of shift?

  Yes

  No

  N/A

• Entrance area is free of clutter, i.e. Flyers and posters promoting non-SMS events?

  Yes

  No

  N/A

• Store signage is clean and works properly?

  Yes

  No

  N/A

• Dumpster and surrounding area is clean and free of debris, dumpster lids are shut?

  Yes

  No

  N/A

Store Cleanliness, Organization, & Maintenance

• Floor mats are in place, clean, no "dog ears"?

  Yes

  No

  N/A

• Lobby floor is clean

  Yes

  No

  N/A

• All light bulbs are working?

  Yes

  No

  N/A

• Menu board is clean, lit, and accurate?

  Yes

  No

  N/A

• Cookies and brownies are faced and displayed?

  Yes

  No

  N/A

• Tip and penny jars are approved and maintained?

  Yes

  No

  N/A

• Register area is clean, organized, and maintained?

  Yes

  No

  N/A

• Display shelving is faced and pulled to the front of the shelf; no open containers?

  Yes

  No

  N/A

• Lobby tables, chairs, booths, stanchions, clean and in good repair?

  Yes

  No

  N/A

• Sneeze guard and counter are clean and maintained?

  Yes

  No

  N/A

• Ceiling fans are clean, maintained and in use?

  Yes

  No

  N/A

• Customer beverage station is clean and maintained; no mold is present?

  Yes

  No

  N/A

• High chair/booster seat are clean and maintained?

  Yes

  No

  N/A

• Restrooms are clean, stocked, and in good repair?

  Yes

  No

  N/A

• HVAC vents are clean throughout store?

  Yes

  No

  N/A

• "On the fly" lobby cleaning is done throughout the shift?

  Yes

  No

  N/A

• Bread racks and pans are clean and maintained?

  Yes

  No

  N/A

• Start table and surrounding area clean-cutting boards, gaskets?

  Yes

  No

  N/A

• Microwave and surrounding are clean and maintained?

  Yes

  No

  N/A

• Hot table and surrounding area clean and maintained?

  Yes

  No

  N/A

• Finish table and surrounding area clean-cutting boards, gaskets?

  Yes

  No

  N/A

• Start and Finish table condensers are clean?

  Yes

  No

  N/A

• Bagging station and surrounding area is clean, organized, and maintained?

  Yes

  No

  N/A

• Oven and proofer are clean and maintained; all lights are working?

  Yes

  No

  N/A

• Oven and proofer are turned off, when not in use?

  Yes

  No

  N/A

• Phone station and surrounding area is clean, organized, and maintained?

  Yes

  No

  N/A

• Kitchen POS stations are clean and maintained?

  Yes

  No

  N/A

• Driver beverage station is clean and maintained-bottles are properly rotated?

  Yes

  No

  N/A

• Ice machine is clean and maintained-filter is cleaned?

  Yes

  No

  N/A

• Kitchen floor sinks/drains are clean?

  Yes

  No

  N/A

• Slicer and surrounding area is clean?

  Yes

  No

  N/A

• Slicer is properly maintained? Sharpened?

  Yes

  No

  N/A

• Tomato slicer is properly maintained?

  Yes

  No

  N/A

• Hand sinks and surrounding area is clean and stocked; no food is dumped in hand sinks?

  Yes

  No

  N/A

• Triple sinks and surrounding area is clean and maintained?

  Yes

  No

  N/A

• CO2 bottles are properly secured?

  Yes

  No

  N/A

• Cleaning supplies are stored safely and bottles are labeled?

  Yes

  No

  N/A

• BIB racks are clean and properly maintained?

  Yes

  No

  N/A

• Cooler and freezer are clean; gaskets clean and in good condition; lights working?

  Yes

  No

  N/A

• Dry storage shelves are clean, organized, and maintained-no box flaps?

  Yes

  No

  N/A

• Office is clean and organized-computer/server vents are clean?

  Yes

  No

  N/A

• Cleaning list is in use and detail cleaning is completed?

  Yes

  No

  N/A

• Store has maintenance list posted and work is scheduled regularly or as needed?

  Yes

  No

  N/A

Food Quality & Sanitation

• Daily Planner is in place and being used?

  Yes

  No

  N/A

• Prep procedures and PAR levels listed for all products?

  Yes

  No

  N/A

• Bread quality is good and both white and wheat bread are available?

  Yes

  No

  N/A

• Bread counts, waste, and projections are noted and accurate?

  Yes

  No

  N/A

• Sandwich, wrap, and salads fabrication charts are posted at start, hot, and finish tables?

  Yes

  No

  N/A

• Sandwiches are fabricated properly-size, dressing, and toppings-no "lettuce" sandwiches?

  Yes

  No

  N/A

• Sandwiches are wrapped properly-foil wraps used for all warm subs and sandwich stickers are in place?

  Yes

  No

  N/A

• Ham 56-60 grams per portion?

  Yes

  No

  N/A

• Beef 56-60 grams per portion?

  Yes

  No

  N/A

• Turkey 56-60 grams per portion?

  Yes

  No

  N/A

• Salami 56-60 grams per portion?

  Yes

  No

  N/A

• Provolone 13-15 grams per slice?

  Yes

  No

  N/A

• Pepper Jack 13-15 grams per slice?

  Yes

  No

  N/A

• Cheddar 13-15 grams per slice?

  Yes

  No

  N/A

• All sliced meats and cheeses are properly sliced and stage?

  Yes

  No

  N/A

• Start table is holding at the proper temperature?

  Yes

  No

  N/A

• Start table products are rotated and within proper date range?

  Yes

  No

  N/A

• Start table products are good quality- tomato ends removed, wraps are covered?

  Yes

  No

  N/A

• Hot table products are holding at the proper temperature?

  Yes

  No

  N/A

• Temperature log is in use to monitor proper holding temperatures throughout the store?

  Yes

  No

  N/A

• Thermometers are calibrated and crew is trained how to do this

  Yes

  No

  N/A

• Microwave heat chart in place

  Yes

  No

  N/A

• Portioning scale(s) in place and use at the hot table

  Yes

  No

  N/A

• Soup is good quality; pan is changed out

  Yes

  No

  N/A

• Chili is good quality; pan is changed out

  Yes

  No

  N/A

• Meatballs & marinara are proper consistency; sauce is not old

  Yes

  No

  N/A

• Homestake is moist and not greasy

  Yes

  No

  N/A

• Au jus is correct flavor profile & recipe is posted beef is correct profile

  Yes

  No

  N/A

• Chicken is moist but not sitting in water - less than 1/4" of water in pan

  Yes

  No

  N/A

• Steamed veggies are fresh

  Yes

  No

  N/A

• Bacon is not too crisp and only a small amount is prepared at a time

  Yes

  No

  N/A

• Finish table veggie are cut to proper specs; fresh and not over filled

  Yes

  No

  N/A

• Finish table is holding at the proper temperature

  Yes

  No

  N/A

• Finish table products are rotated and within proper date range

  Yes

  No

  N/A

• Employees "clean as you go" on the finish table

  Yes

  No

  N/A

• Salad are made to order; fresh romaine and cucumbers are prepped

  Yes

  No

  N/A

• Catering fabrication chart posted at the finish table

  Yes

  No

  N/A

• Order bagging procedures posted at bagging station and guidelines are followed

  Yes

  No

  N/A

• Cooler and freezer are holding at proper temperatures

  Yes

  No

  N/A

• Cooler and freezer products are rotated and within proper date range

  Yes

  No

  N/A

• Cookies and brownies are fresh - not over stocked

  Yes

  No

  N/A

• Chips are stocked and properly rotated

  Yes

  No

  N/A

• Bottled beverages are stocked and properly rotated

  Yes

  No

  N/A

• BIBs/Freestyle carts are stocked and properly rotated

  Yes

  No

  N/A

• New products are in place e.g. Croutons, tuna

  Yes

  No

  N/A

• Hot bags and drink carriers are available and used on deliveries

  Yes

  No

  N/A

• All employees handling food are wearing gloves

  Yes

  No

  N/A

• Sanitizer bucket is in place with at least two towels

  Yes

  No

  N/A

• Sanitizer test strips in place; dishes are removed from sanitizer after 60 seconds

  Yes

  No

  N/A

• Spray bottles are clearly and properly labeled

  Yes

  No

  N/A

• Posting are in place e.g. Wash hands, triple sink, thermometer calibration

  Yes

  No

  N/A

• Music content and volume are defined and acceptable

  Yes

  No

  N/A

• Employees are in proper uniform- hat, shirt, apron

  Yes

  No

  N/A

• Proper staff levels are in place & employee flow is proper

  Yes

  No

  N/A

• In shop orders are made in fewer than 2 minutes

  Yes

  No

  N/A

• No deliveries older than 15 minutes in queue- note times

  Yes

  No

  N/A

• Tickets are sent down the line with each other

  Yes

  No

  N/A

• Orders are called out in a proper fashion

  Yes

  No

  N/A

• A delivery map is posted for reference; delivery area is defined

  Yes

  No

  N/A

• Customers are greeted upon entering the store

  Yes

  No

  N/A

• Customers are thanked as they leave the store

  Yes

  No

  N/A

• Phones are answered with the standard greeting

  Yes

  No

  N/A

• Employees are suggestive selling at the phone and register stations

  Yes

  No

  N/A

• The current promotion was mentioned to the customer

  Yes

  No

  N/A

• Customers receive a receipt without mention

  Yes

  No

  N/A

• Current promotion materials in place- window cling, counter card, table tents

  Yes

  No

  N/A

• Logo products in use: foil wraps, wraps, sandwich stickers, catering stickers

  Yes

  No

  N/A

• Gift card display in place and good condition

  Yes

  No

  N/A

• Menus are available to the customer at the register and/or counter station

  Yes

  No

  N/A

• Car tops are in use and light up at night

  Yes

  No

  N/A

• Marketing plans are posted and employees know about all offers e.g. Miners Mail Club

  Yes

  No

  N/A

• Special promotion signage in place e.g. Kids eat free, free wi-fi

  Yes

  No

  N/A

• There is no generic signage hung in the store

  Yes

  No

  N/A

• Special event calendars posted e.g. Football schedule, break schedules, etc.

  Yes

  No

  N/A

• POS needs are current

  Yes

  No

  N/A

• ONOSYS needs are current

  Yes

  No

  N/A

• Are you able to connect to the wi-fi

  Yes

  No

  N/A

• Paragon clock is set for the correct times

  Yes

  No

  N/A

• All business license are up to date

  Yes

  No

  N/A

• Employee communication area is organized; policies and promo sheets posted

  Yes

  No

  N/A

• Operation and training manuals in place and use

  Yes

  No

  N/A

• Manager journals are professional and follow guidelines

  Yes

  No

  N/A

• Food and labor cost are calculated and assessed weekly and monthly

  Yes

  No

  N/A

• How to process gift card instructions are posted

  Yes

  No

  N/A

• Process to reconcile on account orders is in place

  Yes

  No

  N/A

• P&L statements are sent to the corporate office quarterly

  Yes

  No

  N/A

• Previous visitation report was reviewed with the store owner(s)

  Yes

  No

  N/A

• Random Notes

• Random Notes

• Areas out of compliance & Plan(s) to comply

• List three things the store is doing well

• List three items the store can improve upon

• List three items I can do for the store

• Completed by

  Sign

• Reviewed with

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