Store/Admin Audit

• Document No.

• Store Administration Audit

• Holmwood Group - Holmwood Highgate/Hockney Engineers
  425 Fitzgerald

• Conducted on

  Date

• Conducted By

• Date and time audit carred out

  Date

Inwards Goods - S1/N1 Bay

• Are all items identified with a received sticker

  Yes

  No

  N/A

• Are all items in the recieved bay N1/S1 recieved 3 days or less from this audit

  Yes

  No

  N/A

• Have any inwards bay citation forms been carried out in the past 5 working days

  Yes

  No

  N/A

• If so have they been placed on the goods in question

  Yes

  No

  N/A

Purchasing Administration

• Credit Claims - Is the return for credit dispatch area empty of all dispatches

  Yes

  No

  N/A

• Credit Claims - Is all paperwork for credit returns true and up to date

  Yes

  No

  N/A

• What information is further required on credit claim form

• Credit Claims - Are all credit claims under 3 week processing deadline

  Yes

  No

  N/A

• State reasons for them not being completed

• Warranty Claims - Is the return for warranty dispatch area empty of all dispatches

  Yes

  No

  N/A

• Warranty Claims - Is all paperwork for warranty returns true and up to date

  Yes

  No

  N/A

• What information is further required on warranty claim form

• Warranty Claims - Are all Warranty claims under 3 week processing deadline

  Yes

  No

  N/A

• State reasons for them not being completed

• Have all outstanding orders before date of audit been followed up and issued with a new delivery date

  Yes

  No

  N/A

• Inspect most recent supplier invoice credit claim, is this listed in the excel credit claim report

  Yes

  No

  N/A

• Supplier & Invoice details

Purchasing

• Have all new stock items created in the past 5 days had the 'new stock item request form' filled in and signed by department manager

  Yes

  No

  N/A

• Part Number & Description

• Ordered By

• Order Number

• Inspect MISC16 part number, has ths part number been used correctly for 'once off items' only

  Yes

  No

  N/A

• Advise description of part number that should be raised

Part Description

• Order Number Refernce

• Raise Part Number

• Pick 3 random purchase orders in progress from the past week and inspect they are on the follow up board and on the correct date

• Purchase Order

Purchase Order Number

• Order Number

• Delivery Date Required

  Date

• Is the order on the follow up board and on the correct hook

  Yes

  No

  N/A

• Pick 3 recent parts purchased, does all items list supplier and supplier part number

  Yes

  No

  N/A

• Part Number That Needs Supplier/Part Number Details

Part Number

• Part Number & Description

Store

• Do all requisitions filled out today have correct and accurate details of parts supplied

  Yes

  No

  N/A

• Has the 5S audit been carried out

• Inspect metric bolt rack, are any tubs at dangerously low quantities

  Yes

  No
Bolt/Nut/Washer Low On Stock

• Part Number Low On Stock

• Inspect 1 aisle in store, are any items below Kanban level

  Yes

  No

• Part Number Below Kanban Level

Part Number

• Photo of parts bin below stock level

  Media

• Was raw material stocktake completed

  Yes

  No

  N/A

• Date Stocktake Was Carried Out

  Date

• Reasons Why

• Date that it will be carried out

  Date

• Supervisor Sign Off For Date

  Sign

• Date stocktae was carried out

  Date

• Photo of stocktake sheets

  Media

• Has weekly/monthly tasks been carried out by yards person - sight working menu

  Yes

  No

  N/A

• Photo of completed working menu

  Media

• What items require urgent attention

• What date will this be rectified

  Date

• Supervisor Sign Off For Date

  Sign

• Are all items on the maintenance task board completed within the 5 day time frame

  Yes

  No

  N/A

• Outstanding Task To Be Competed

Outstanding Task

• Expected date of completion

  Date

• Supervisor Sign Off For Date

  Sign

Workshop Yard

• Has scrap metals (Aluminium/Steel/Stainless/Contaminated) got identification magnets on scrap bins

  Yes

  No

  N/A

• Are scrap metal bins contaminated

  Yes

  No

• Contaminated Bin Type

Contaminated Bin

• Bin Type

• Whats contaminating bin

• Add media

  Media

Service Reception

• Do all New Vehicles on site have vehicle checklist sitting in windscreen with job number wriiten on sheet

  Yes

  No

  N/A

• Details of vehicle with no vehicle inspection checklist

No Vehcle Checklist

• Vehicle Make

• Vehicle Registration/Vin Number

• Add media

  Media

• Are any Toll/Linfox units being worked on today

  Yes

  No

  N/A
Vehicle Being Worked On

• Customer Name

• Regstration/Fleet Number

• Description Of Work Being Carried Out

• Has VDR/Order Number been supplied for above work

  Yes

  No

  N/A

• Pick 3 random jobs numbers from the past 5 days, have they got driver request forms filled out

  Yes

  No

  N/A

• Job Number without drivers request form attached or filled in correctly

Job number missing drivers request form

• Job Number

• Reason to why no drivers request form attached or filled in correctly

• Add media

  Media

• Pick 3 jobs recently closed or set ready to invoice and ensure all paperwork is attached (ie hydro/hvv/slp/service sheets)

Job Number

• Job Number

• Is all paperwork attached

  Yes

  No

  N/A

• Pick 3 jobs recently invoiced and ensure all paperwork is attached to the Exo database (ie quotes/hydro/hvv/slp/service sheets)

Job Number

• Is all paperwork attached to Exo

  Yes

  No

  N/A

Spare Parts Sales

• How many spare parts enquiries been made in the past 5 working days

• Have all follow ups been carried out as per excel spreadsheet

  Yes

  No

  N/A
Spare Part Required Follow Up

• Customer Name

• Item Required By Customer

• Advice If Required

• Expected Date Of Follow Up

  Date

• Name Of Manager Carrying Out Report

• Add signature

  Sign