SRI Margin Improvement Assessment

• Audit Title

• Store number

• Conducted on

  Date

• Prepared by

• Manager on duty

SERVICE FOCUS

• Is there a Deployment Schedule/Position chart used and posted?

  Yes

  No

  N/A

• Does the drive-in use the Manager's Readiness Checklist?

  Yes

  No

  N/A

• Are service goals posted and understood? (CLT%, OSAT, Mystery Shop, Etc.)

  Yes

  No

  N/A

• Are Fantrak surveys being highlighted, stickers used or mentioned?

  Yes

  No

  N/A

• Are Checkbacks happening every 10 minutes w/ timer in use?

  Yes

  No

  N/A

• Are C.A.R.E. tokens available and provided for orders longer than 5 mins?

  Yes

  No

  N/A

• Are orders scanned only when ready to be delivered?

  Yes

  No

  N/A

• Is the Switchboard upselling on every order? (I.E. did they make it large/add on)

  Yes

  No

  N/A

SALES ACCOUNTABILITY

• Is the store opening/closing at the proper and appropriate times?

  Yes

  No

  N/A

• Are all sales rung into the POS? (According to market policy)

  Yes

  No

  N/A

• Are discounts properly applied and discounts tracked?

  Yes

  No

  N/A

• Are Closed Check Refunds properly logged and signed w/ detailed explanations?

  Yes

  No

  N/A

• Are Stall Credit Cards always processed at stall? (Not taken inside)

  Yes

  No

  N/A

• Is the OP proficient in using the Check Query report? (Have them demonstrate reviewing tickets less than $0.50)

  Yes

  No

  N/A

• Is the HME printer working and reviewed daily for follow up on discrepancies?

  Yes

  No

  N/A

• Does the OP use the My Micros app to follow up on alerts? (Demonstrate)

  Yes

  No

  N/A

CASH MANAGEMENT

• Is the safe working and the petty cash fund correct? (MIM verify petty cash)

  Yes

  No

  N/A

• Does only one person have custody of the safe? Cash and changers properly secured?

  Yes

  No

  N/A

• Is the Cash Manager change of custody documented?

  Yes

  No

  N/A

• Are Car Hops making cash pulls and following the 60/60 rule?

  Yes

  No

  N/A

• Are cash pulls/deposits entered accurately and properly in Micros POS?

  Yes

  No

  N/A

• Are cash deposits made at least twice daily with no more than one deposit in the DI?

  Yes

  No

  N/A

• Are deposits logged, validated slips present, MUP is checking?

  Yes

  No

  N/A

• Please log the date MUP verified

CRISIS MANAGEMENT

• Is the Crisis Management process understood by management? (877-221-4552)

  Yes

  No

  N/A

F&P MANAGEMENT

• Are daily, weekly and monthly inventories completed correctly?

  Yes

  No

  N/A

• Are shift inventories being done?

  Yes

  No

  N/A

• Are storage locations in Micros set up to mirror store configuration?

  Yes

  No

  N/A

• Are inventory levels budgeted and appropriate for projected sales?

  Yes

  No

  N/A

• Does the OP understand how to use the Cos by OG and get daily/weekly variance?

  Yes

  No

  N/A

• Are all bread invoices entered timely? Properly signed and checked in?

  Yes

  No

  N/A

• Are all truck order deliveries being checked in 100%? Credits called in?

  Yes

  No

  N/A

• Is access to coolers and freezers controlled? 3 hr stock and lock used?

  Yes

  No

  N/A

• Is all trash checked by management before taken out? (Clear bags)

  Yes

  No

  N/A

• Is waste being entered into Micros every day?

  Yes

  No

  N/A

• Is the drive-in focused on Top 3/5 variances for day/week? Posted/signed?

  Yes

  No

  N/A

• Are count sheets/variance reports attached to each other for easy review?

  Yes

  No

  N/A

• Does the stock on hand match to Micros inventory? (Spot check 3 items)

  Yes

  No

  N/A

• Are all correct ounces of portion spoons and utensils being used?

  Yes

  No

  N/A

• Do all employees prepare product to correct recipe standards?

  Yes

  No

  N/A

• Are appropriate products being pre-portioned? (According to market standards)

  Yes

  No

  N/A

• Are fryers being filtered properly and daily? Is filter equipment working?

  Yes

  No

  N/A

• Does the drive-in brix the slush machine 1X weekly?

  Yes

  No

  N/A

• Does the drive-in track overrun at minimum 2X weekly?

  Yes

  No

  N/A

LABOR MANAGEMENT

• Does the OP use the Time Card Summary to check hours/auto clock outs?

  Yes

  No

  N/A

• Is the sales foecast being properly used and completed by Tuesday?

  Yes

  No

  N/A

• Is the scheduling tool being properly used and completed by Thursday?

  Yes

  No

  N/A

• Is the schedule being reviewed and approved by the Supervisor by Friday?

  Yes

  No

  N/A

• Is the schedule being posted by Friday each week?

  Yes

  No

  N/A

• Is the Tip Wage report being used to follow up on performance?

  Yes

  No

  N/A

• Is the Punch Edit report printed, signed and filed weekly?

  Yes

  No

  N/A

• Are employees verbally checking in w/ on duty manager when clocking in/out?

  Yes

  No

  N/A

• Is the schedule being checked to ensure no OT is scheduled?

  Yes

  No

  N/A

• Is the drive-in using tip wage at appropriate levels? (Ideally 25% of total hours)

  Yes

  No

  N/A

• Are employees in proper uniform?

  Yes

  No

  N/A

ALARM SYSTEM

• Does the drive-in have a functional alarm system?

  Yes

  No

  N/A

• Does each manager have their own code? Codes changed with Turn Over?

  Yes

  No

  N/A

CAMERA SYSTEM USAGE

• Is the DVR accessible with a working mouse or remote?

  Yes

  No

  N/A

• Is the time set correctly to match the POS?

  Yes

  No

  N/A

• Are camera lens clean and aimed in the correct direction?

  Yes

  No

  N/A

• Is the system working 100%? If no troubleshoot, email (soniccctv@securitysource.com)

  Yes

  No

  N/A

• Is the OP trained on how to use basic functions? (Search, review, clip copy)

  Yes

  No

  N/A

• Does the OP review Sales Time Gaps and follow up on performance behavior daily?

  Yes

  No

  N/A

• Are Closed Check Refunds validated with video activity daily?

  Yes

  No

  N/A

SAFETY AWARENESS

• Are all employees wearing appropriate Safe Slip Resistant shoes?

  Yes

  No

  N/A

• Are Hot Gloves available, clean, good condition and used?

  Yes

  No

  N/A

• Are Cutting Gloves available, clean, good condition and used?

  Yes

  No

  N/A

• Are knives and blades in good condition?

  Yes

  No

  N/A

• Are skates in good working condition? Approved vendor used?

  Yes

  No

  N/A

• Are skaters properly certified to skate per SRI policy?

  Yes

  No

  N/A

• Are skaters only skating in Safe Zones? (Stickers free from Heritage Press)

  Yes

  No

  N/A

• Is all PPE gear accessible and being used as appropriate?

  Yes

  No

  N/A

• Is the first aid kit stocked w/ colored band-aids and finger cots? Blood borne kit?

  Yes

  No

  N/A

• Are floors kept clean, dry, good repair and free of trash?

  Yes

  No

  N/A

• Are all doors working and kept properly closed? Door access restricted?

  Yes

  No

  N/A

• Are all outside lighting lot/back/side doors lit and properly working?

  Yes

  No

  N/A

WORKERS COMP

• Are Workers Comp claim reporting procedures posted, understood by management and crew?

  Yes

  No

  N/A

• Are claims called in timely? (Within 24 hrs)

  Yes

  No

  N/A

• Is the Preferred Medical Provider list available?

  Yes

  No

  N/A

TRAINING & DEVELOPMENT

• Is E-Learning being utilized with on-boarding process?

  Yes

  No

  N/A

• Does the drive-in have a certified Crew Trainer?

  Yes

  No

  N/A

• Is there a Proficiency Checklist for all current employees?

  Yes

  No

  N/A

• Does the drive-in have current job help posters up? (Call Heritage Fullfillment to order)

  Yes

  No

  N/A

TECHNOLOGY

• Are all POPS units working? Any ongoing issues and case numbers? (888-251-6716)

  Yes

  No

  N/A

• Are all POS workstations working? Any ongoing issues and case numbers?

  Yes

  No

  N/A

• Are all Credit Card Readers working? Any ongoing issues and case numbers?

  Yes

  No

  N/A

• Is the 3D LED sign working? Any ongoing issues? (888-282-4392)

  Yes

  No

  N/A

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