SWL iaudit

• Store number

• Conducted on

  Date

• Completed by

Daily operational tasks

• Sign in and out searches completed?

  Yes

  No

  N/A

• Check paperwork vs sap

  Yes

  No

  N/A

• Have you checked paperwork vs domino?

  Yes

  No

  N/A

• Have you checked your returns

  Yes

  No

  N/A

• All RA's under 7 days?

  Yes

  No

  N/A

• All RA's have their forms completed?

  Yes

  No

  N/A

• Fraud alerts updated?

  Yes

  No

  N/A

Weekly operational tasks

• Sign off holiday, absences and Kronos? (Monday by 12pm)

  Yes

  No

  N/A

• Have you got 6 weeks scheduling in place?

  Yes

  No

  N/A

• Have all validations been reviewed and relevant action taken?

  Yes

  No

  N/A

• Have many validations do you have and who are your offenders?

  Safe

  At Risk

  N/A

• How many validations were unsuccessful?

  Safe

  At Risk

  N/A

• Weekly fire test been completed?

  Yes

  No

  N/A

• Stock count completed on Tuesday?

  Yes

  No

  N/A

• Corrections completed by Wednesday?

  Yes

  No

  N/A

• Banking done if over £500?

  Yes

  No

  N/A

Monthly operational duties

• Monthly lighting and H&S checklist completed?

  Yes

  No

  N/A

• Is there a recall? If so has it been completed?

  Yes

  No

  N/A

• Force churn completed?

  Yes

  No

  N/A

• Sign to confirm you have completed the above tasks

  Sign

Daily customer duties

• Repairs booked in?

  Yes

  No

  N/A

• Repairs booked out?

  Yes

  No

  N/A

• Any repairs over 28 days sent back?

  Yes

  No

  N/A

• Do you have any outstanding complaints?

  Safe

  At Risk

  N/A

• If not who was the advisor and what was the action taken?

  Safe

  At Risk

  N/A

• All your team aware of customer measures?

  Yes

  No

  N/A

• Have you briefed the 10 MS questions?

  Yes

  No

  N/A

• Have advocate calls been completed?

  Yes

  No

  N/A

• Have you completed a full shop floor walk with the VM guide?

  Yes

  No

  N/A

• All demo devices working?

  Yes

  No

  N/A

• Customer board updated?

  Yes

  No

  N/A

• Please sign to confirm you have completed the above tasks

  Sign

Daily commercial tasks

• Have you briefed the team?

  Yes

  No

  N/A

• Have LRC calls been completed?

  Yes

  No

  N/A

• Value and volume boards updated?

  Yes

  No

  N/A

• Zero sellers board updated?

  Yes

  No

  N/A

• Target calculator updated and printed?

  Yes

  No

  N/A

• Chalkboard as per the office?

  Yes

  No

  N/A

• Have you got 5 CRF per advisor. If not why not?

  Yes

  No

  N/A

• Have you got HBB line checks on at least 80% of contracts, if not why not?

  Yes

  No

  N/A

• Have you got compass print outs on 80% of top ups, if not why not?

  Yes

  No

  N/A

Weekly commercial tasks

• Have documented reviews been done with under performers?

  Yes

  No

  N/A

• Bi weekly reviews with performing members?

  Yes

  No

  N/A

• All team aware of TLOs and offers?

  Yes

  No

  N/A

• Trade feedback sent to Eren?

  Yes

  No

  N/A

Monthly commercial tasks

• Monthly reviews been done?

  Yes

  No

  N/A

• Monthly team meeting done?

  Yes

  No

  N/A

• Please sign to confirm you have completed the above tasks

  Sign

Daily tasks

• Are you up to date with expiration dates on training?

  Yes

  No

  N/A

• Is everyone's logins active?

  Yes

  No

  N/A

• Is everyone wearing correct uniform?

  Yes

  No

  N/A

Weekly tasks

• Is all mandatory training completed?

  Yes

  No

  N/A

• Have you reviewed every team members performance?

  Yes

  No

  N/A

• What level are you on digital academy?

  Safe

  At Risk

  N/A

• Has everyone's correct uniform been ordered?

  Yes

  No

  N/A

• Is your BEST profile up to date?

  Yes

  No

  N/A

Monthly tasks

• Has everyone got a PDP in place?

  Yes

  No

  N/A

• Have you raised all your vacancies?

  Yes

  No

  N/A

• Have you completed your BEST nominations?

  Yes

  No

  N/A