Information

  • Document No.

  • Store Administration Audit

  • Holmwood Group - Holmwood Highgate/Hockney Engineers
    425 Fitzgerald

  • Conducted on

  • Conducted By

  • Date and time audit carred out

Inwards Goods - S1/N1 Bay

  • Are all items identified with a received sticker

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

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

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

Purchasing Administration

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

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

  • What information is further required on credit claim form

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

  • State reasons for them not being completed

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

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

  • What information is further required on warranty claim form

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

  • 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

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

  • 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

  • Part Number & Description

  • Ordered By

  • Order Number

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

  • 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

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

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

  • 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

  • Has the 5S audit been carried out

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

  • Bolt/Nut/Washer Low On Stock
  • Part Number Low On Stock

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

  • Part Number Below Kanban Level

  • Part Number
  • Photo of parts bin below stock level

  • Was raw material stocktake completed

  • Date Stocktake Was Carried Out

  • Reasons Why

  • Date that it will be carried out

  • Supervisor Sign Off For Date

  • Date stocktae was carried out

  • Photo of stocktake sheets

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

  • Photo of completed working menu

  • What items require urgent attention

  • What date will this be rectified

  • Supervisor Sign Off For Date

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

  • Outstanding Task To Be Competed

  • Outstanding Task
  • Expected date of completion

  • Supervisor Sign Off For Date

Workshop Yard

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

  • Are scrap metal bins contaminated

  • Contaminated Bin Type

  • Contaminated Bin
  • Bin Type

  • Whats contaminating bin

  • Add media

Service Reception

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

  • Details of vehicle with no vehicle inspection checklist

  • No Vehcle Checklist
  • Vehicle Make

  • Vehicle Registration/Vin Number

  • Add media

  • Are any Toll/Linfox units being worked on today

  • Vehicle Being Worked On
  • Customer Name

  • Regstration/Fleet Number

  • Description Of Work Being Carried Out

  • Has VDR/Order Number been supplied for above work

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

  • 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

  • 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

  • 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

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

  • Spare Part Required Follow Up
  • Customer Name

  • Item Required By Customer

  • Advice If Required

  • Expected Date Of Follow Up

  • Name Of Manager Carrying Out Report

  • Add signature

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