Title Page

  • Audit Title

  • Store number

  • Conducted on

  • Prepared by

  • Manager on duty

Assessment

SERVICE FOCUS

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

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

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

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

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

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

  • Are orders scanned only when ready to be delivered?

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

SALES ACCOUNTABILITY

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

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

  • Are discounts properly applied and discounts tracked?

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

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

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

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

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

CASH MANAGEMENT

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

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

  • Is the Cash Manager change of custody documented?

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

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

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

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

  • Please log the date MUP verified

CRISIS MANAGEMENT

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

F&P MANAGEMENT

  • Are daily, weekly and monthly inventories completed correctly?

  • Are shift inventories being done?

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

  • Are inventory levels budgeted and appropriate for projected sales?

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

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

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

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

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

  • Is waste being entered into Micros every day?

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

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

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

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

  • Do all employees prepare product to correct recipe standards?

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

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

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

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

LABOR MANAGEMENT

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

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

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

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

  • Is the schedule being posted by Friday each week?

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

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

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

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

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

  • Are employees in proper uniform?

ALARM SYSTEM

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

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

CAMERA SYSTEM USAGE

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

  • Is the time set correctly to match the POS?

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

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

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

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

  • Are Closed Check Refunds validated with video activity daily?

SAFETY AWARENESS

  • Are all employees wearing appropriate Safe Slip Resistant shoes?

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

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

  • Are knives and blades in good condition?

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

  • Are skaters properly certified to skate per SRI policy?

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

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

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

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

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

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

WORKERS COMP

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

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

  • Is the Preferred Medical Provider list available?

TRAINING & DEVELOPMENT

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

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

  • Is there a Proficiency Checklist for all current employees?

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

TECHNOLOGY

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

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

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

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

Comments

  • Comments

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The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.