Team Leader Monthly Report

• Team Leader Monthly Balance and Task Report

• Site name

  Select Caltex Acacia Ridge Caltex Marsden Caltex Waterford Caltex Waterford West Caltex Loganholme Caltex Mackenzie Caltex Wishart Caltex Woolworths Broadbeach

  • Caltex Acacia Ridge
  • Caltex Marsden
  • Caltex Waterford
  • Caltex Waterford West
  • Caltex Loganholme
  • Caltex Mackenzie
  • Caltex Wishart
  • Caltex Woolworths Broadbeach

• Conducted on

  Date

• Prepared by

Monthly $ Balancing

• Till Balance +/- (Type in amount)

• Safe Count +/- (Type in amount)

• If above $50 dollars combined explanation required

• Drive Off Total Unmatched $ +/- (Type in amount)

• Have all outstanding Drive Offs been Actioned Yes/No

  Yes

  No

  N/A

• Starcash balance Yes/No

  Yes

  No

  N/A

• Epay / Account top up Balance Yes/No

  Yes

  No

  N/A

• Loss Prevention Report - Type in comments for checks

• Total Refund amount - Type in any comments for refunds

• Total Station usage amount - Type in any comments for station usage

• Total Wastage

• Total Bakery Wastage - Type in investigation comments and action plan for next month

• Total Sandwich Wastage - Type in investigation comments and action plan for next month

• Total Dairy Wastage - Type in investigation comments and action plan for next month

• Total Milk Wastage - Type in investigation comments and action plan for next month

• Total Bread Wastage - Type in investigation comments and action plan for next month

• Total Other Wastage - Type in investigation comments and action plan for next month

• Any Computer or Starbos problems - type in any comments or jobs logged

• Did ATM balance for Month

  Yes

  No

  N/A

• Does site tacc and change money Balance.

  Yes

  No

  N/A

Monthly Fuel Variance and Reports

• Tank 1

  Select Ulp Vortex 98 Vortex 95 Vortex Diesel E10 E-Flex NA

  • Ulp
  • Vortex 98
  • Vortex 95
  • Vortex Diesel
  • E10
  • E-Flex
  • NA

• Record Monthly Variance Amount

• Tank 2

  Select Ulp Vortex 98 Vortex 95 Vortex Diesel E10 E-Flex NA

  • Ulp
  • Vortex 98
  • Vortex 95
  • Vortex Diesel
  • E10
  • E-Flex
  • NA

• Record Monthly Variance Amount

• Tank 3

  Select Ulp Vortex 98 Vortex 95 Vortex Diesel E10 E-Flex NA

  • Ulp
  • Vortex 98
  • Vortex 95
  • Vortex Diesel
  • E10
  • E-Flex
  • NA

• Record Monthly Variance Amount

• Tank 4

  Select Ulp Vortex 98 Vortex 95 Vortex Diesel E10 E-Flex NA

  • Ulp
  • Vortex 98
  • Vortex 95
  • Vortex Diesel
  • E10
  • E-Flex
  • NA

• Record Monthly Variance Amount

• Tank 5

  Select Ulp Vortex 98 Vortex 95 Vortex Diesel E10 E-Flex NA

  • Ulp
  • Vortex 98
  • Vortex 95
  • Vortex Diesel
  • E10
  • E-Flex
  • NA

• Record Monthly Variance Amount

• Tank 6

  Select Ulp Vortex 98 Vortex 95 Vortex Diesel E10 E-Flex NA

  • Ulp
  • Vortex 98
  • Vortex 95
  • Vortex Diesel
  • E10
  • E-Flex
  • NA

• Record Monthly Variance Amount

• Record LPG Monthly variance

• Record and comments that impacted on variance with Fuel Volume.

• Was Monthly Mechanical Dip readings completed

  Yes

  No

  N/A

• What date and time was Mechanical dips completed - type in any variances recorded

Stocktake Variance Reports - Type in all variances and investigated comments

• Cat 1- Grocery

• Cat 2- Confectionary

• Cat 3- Snack

• Cat 4- Beverage

• Cat 5- Chilled Perishables

• Cat 6- Frozen Foods

• Cat 7- Ice

• Cat 8- Bread

• Cat 9- Bakery

• Cat 10- Milk

• Cat 11- Ice Cream

• Cat 12-cigarettes

• Cat 13- Grocery Non Food

• Cat 14- Health and Beauty

• Cat 15- Take Away Food

• Cat 18- Automotive

• Cat 20- BBQ Gas

• Cat 21- Paper Mags

• Cat 22- General Merchandise

• Cat 26- Telecommunications

• Cat 29- Hot Beverage

• Cat 31- Services

• Cat 36- Blitz

• Cat 43- Meal Replacements

• Cat 56- Local Items

• High Stock Loss - Type in over comments on all investigations

• Over total - Type in over comments on all investigations

Monthly Tasks - If not done Team Leader to complete before audit is finished.

• Fuel Volume (type in amount)

• Shop Sales (type in amount)

• GP% (type in amount)

• All Stars Results (type score and any non compliance)

• Meal Deal Sale Amount - Type in who sold the most

• Cleaning products organized and all bottles labeled and correct

  Yes

  Cannot be completed

  Completed in audit

  NA

• Stationary orders completed

  Yes

  Cannot be completed

  Completed in audit

  NA

• All Graffiti organised for removal

  Yes

  Cannot be completed

  Completed in audit

  NA

• Weekly Newsletter Printed, Copy stapled in Diary, Actioned and relayed to CSAs<br>

  Yes

  Cannot be completed

  Completed in audit

  NA

• Snack Returns completed Arnotts submitted - Smith ready for signature.

  Yes

  Cannot be completed

  Completed in audit

  NA

• Have Gardeners been on site are Gardens Clean and tidy

  Yes

  Cannot be completed

  Completed in audit

  NA

• Magazine Returns completed and account managed.

  Yes

  Cannot be completed

  Completed in audit

  NA

• Monthly promotions set up correctly - Hardware clean - CSAs aware of all promotions

  Yes

  Cannot be completed

  Completed in audit

  NA

• Fire Extinguishers in place and in date

  Yes

  Cannot be completed

  Completed in audit

  NA

• Is all internal and external lights in working order

  Yes

  Cannot be completed

  Completed in audit

  NA

• Has all Weekend job and additional job lists been completed every week

  Yes

  Cannot be completed

  Completed in audit

  NA

• All Planograms reviewed and up to date

  Yes

  Cannot be completed

  Completed in audit

  NA

• Receiving of all invoices before EOM.

  Yes

  Cannot be completed

  Completed in audit

  NA

• All invoices been scanned and saved to Server

  Yes

  Cannot be completed

  Completed in audit

  NA

• Air hose kit available and end replaced

  Yes

  Cannot be completed

  Completed in audit

  NA

• Emergency Kit available and full

  Yes

  Cannot be completed

  Completed in audit

  NA

• Has all Cleaning Rosters been completed for month all cobwebs removed

  Yes

  Cannot be completed

  Completed in audit

  NA

• Store has no missing labels

  Yes

  Cannot be completed

  Completed in audit

  NA

• Test Coffee - correct temp above 70 degrees. If not log Job.

  Yes

  Cannot be completed

  Completed in audit

  NA

• Are all RTV and one off promotion orders been completed on Pulse Point

  Yes

  Cannot be completed

  Completed in audit

  NA

Food Safety Audit

• Temperature Checks Completed

  Fail

  Pass

  Actioned

• Out of range Temperatures Actioned

  Fail

  Pass

  Actioned

• Use by dates Checked and problems fixed with training of rotation

  Fail

  Pass

  Actioned

• Quarantine areas Actioned

  Fail

  Pass

  Actioned

• All Hacc labels have KJ on them

  Fail

  Pass

  Actioned

• Recall procedure in place

  Fail

  Pass

  Actioned

• Food license on wall

  Fail

  Pass

  Actioned

• Wastage Procedure in place

  Fail

  Pass

  Actioned

• Correct Team Leader name on Certificate in wall

  Fail

  Pass

  Actioned

• Coffee Machine area, cleaning and products - Clean, sealed and correct

  Fail

  Pass

  Actioned

• Bakery planogram, Labels and console buttons correct and in order.

  Fail

  Pass

  Actioned

• Build up record in place and been followed

  Fail

  Pass

  Actioned

• Ingredients list in place

  Fail

  Pass

  Actioned

• Oven, Trays, Utensils, walls and sinks clean

  Fail

  Pass

  Actioned

• Sauce trays clean and well stocked

  Fail

  Pass

  Actioned

• Sufficient stock of bags - trays - spoons and straws and well stored in correct place

  Fail

  Pass

  Actioned

• All staff up selling meal deals and all promos.

  Fail

  Pass

  Actioned

Site Equipment checklist

• Blue mop

  good condition

  order if required

• Red mop (toilet)

  good condition

  order if required

• Blue or yellow mop bucket

  good condition

  order if required

• Red mop bucket (toilet)

  good condition

  order if required

• Cobweb brush

  good condition

  order if required

• Inside dustpan and brush

  good condition

  order if required

• Outside dustpan and brush

  good condition

  order if required

• Small inside broom

  good condition

  order if required

• Orange static inside floor sweeper

  Correct Place

  Order if Required

• Hard forecourt spill broom

  good condition

  order if required

• Safety glasses

  good condition

  order if required

• 1x oven cleaner squeeze bottle (console sink)

  good condition

  order if required

• Toilet brush (one for each toilet)

  good condition

  order if required

• Dish washing brush

  good condition

  order if required

• Scraper

  good condition

  order if required

• Wet floor signs x 2

  good condition

  order if required

• Oven cleaning kit (under console sink)

  good condition

  order if required

• 2x tiger spray bottles (cleaning closet)

  good condition

  order if required

• 2x top suds squeeze bottles (one of forecourt trolley one on console sink)

  good condition

  order if required

• 1x degreaser spray bottle (forecourt trolley)

  good condition

  order if required

• 1x degreaser squeeze bottle (cleaning cupboard)

  good condition

  order if required

• 1x tiger sanitizer spray bottle (coffee cupboard)

  good condition

  order if required

• 1x toil away squeeze bottle toilet cleaner (cleaning cupboard)

  good condition

  order if required

• 1x oven cleaner squeeze bottle (console sink)

  good condition

  order if required

Safety Equipment Check List

• Blue trolley set up (as per HSSE weekly audit)

  Correct Place

  Order if Required

• Safety Torch (blue Trolley)

  Correct Place

  Order if Required

• Safety Step

  Correct Place

  Order if Required

• Ladder

  Correct Place

  Order if Required

• Safety vest x 4 (at console and one on blue trolley)<br><br>

  Correct Place

  Order if Required

• Barrier red cones x 4 (on blue trolley)<br><br>

  Correct Place

  Order if Required

• 10 Orange "Out of Order" sleeves for pumps (at console)<br>

  Correct Place

  Order if Required

• Hold up pendant (at console)<br>

  Correct Place

  Order if Required

• LPG gas brass caps (in LPG material bag at console)

  Correct Place

  Order if Required

• LPG gas gloves (in LPG material bag at console)

  Correct Place

  Order if Required

• Flip chart and evacuation procedure (at console)

  Correct Place

  Order if Required

• Fire extinguishers (see site map one per forecourt pole)

  Correct Place

  Order if Required

• Fire Blanket (see site map behind console)

  Correct Place

  Order if Required

• Internal Fire Extinguishers (see site map behind console)

  Correct Place

  Order if Required

• Spill kit check contents (as per HSSE weekly audit)

  Correct Place

  Order if Required

• First aid kit check contents (as per HSSE weekly audit)

  Correct Place

  Order if Required

• Sharps kit check contents (as per HSSE weekly audit)

  Correct Place

  Order if Required

• Alarm working correctly (as per HSSE weekly audit)

  Correct Place

  Order if Required

• Front doors working correctly (as per HSSE weekly audit)

  Correct Place

  Order if Required

• Console lock door working correctly.

  Correct Place

  Order if Required

• Exit lights working correctly

  Correct Place

  Order if Required

Verification and Final Comments.

• What actions did you do through month to increase sales

• What actions did you do through month to decrease losses

• List any Caltex interactions through Month (Caltex or VIP Visits etc)

• List all correspondence you had with Mark Coombs/Caltex through month.

• List maintenance problems that site occurred

• Name and Signature of Team Leader conducting report

  Sign

• All the above information has been visually and physically checked by the Team Leader. With the signing of this audit report the Team Leader is satisfied that all standards and compliances at time of report are true and correct. Any standards and compliances that are not 100% correct must be action and comments recorded in audit in the correct comment sections. If a standard or compliance cannot be 100% achieved a email must also follow up with the submitting of this report.