Checklist template

Optical Store

A ready-to-use checklist with 78 items in 6 sections, covering Storefront and Lobby, Frame Gallery and Merchandising, Pre-Screening and Exam Rooms, Dispensing and Technical Service, Lab and Inventory Management, Safety and Compliance. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 78 Items
  • 72 Yes / No checks
  • 5 Scored ratings
  • 1045 Points

Use this template How audits work

1. Storefront and Lobby 13 items

  1. Is the main signage clean and fully illuminated? Yes / No 10 pts
  2. Are entrance doors and glass free of smudges and streaks? Yes / No 5 pts
  3. Is the sidewalk and entry area free of trash and debris? Yes / No 10 pts
  4. Are window displays current and featuring top eyewear brands? Yes / No 10 pts
  5. Is the entrance clear of any obstacles or trip hazards? Yes / No 15 pts
  6. Are store hours and contact info clearly visible? Yes / No 5 pts
  7. Are security cameras at the entrance unobstructed? Yes / No 15 pts
  8. Is the lobby music at a professional and calming volume? Yes / No 5 pts
  9. Is the waiting area seating clean and undamaged? Yes / No 10 pts
  10. Are mirror surfaces in the lobby streak-free? Yes / No 10 pts
  11. Is the entry mat clean and positioned correctly? Yes / No 5 pts
  12. Are accessibility ramps or automatic doors working? Yes / No 15 pts
  13. Initial lobby impression: Rating
    • Professional/Clinical 10 pts
    • Average 5 pts
    • Unorganized 0 pts

2. Frame Gallery and Merchandising 13 items

  1. Are the floors swept, mopped, and free of dust? Yes / No 10 pts
  2. Are frame boards organized by brand or style? Yes / No 15 pts
  3. Are all frames aligned and straight on the displays? Yes / No 10 pts
  4. Are frames free of fingerprints, dust, and smudges? Yes / No 15 pts
  5. Are all frames correctly priced with visible tags? Yes / No 15 pts
  6. Is the lighting bright and highlighting the products? Yes / No 10 pts
  7. Are "New Collection" or "Designer" signs professional? Yes / No 5 pts
  8. Are there any empty spots (holes) on the frame boards? Yes / No 15 pts
  9. Are sunglass displays clean and fully stocked? Yes / No 10 pts
  10. Are mirror stations clean and equipped with tissues? Yes / No 5 pts
  11. Is the children’s section tidy and age-appropriate? Yes / No 5 pts
  12. Are accessory items (cases/sprays) neatly displayed? Yes / No 5 pts
  13. Gallery presentation: Rating
    • High Standard 15 pts
    • Needs Recovery 7 pts
    • Disorganized 0 pts

3. Pre-Screening and Exam Rooms 13 items

  1. Is the pre-test area clean and organized? Yes / No 10 pts
  2. Are medical devices (Autorefractor/NCT) dust-free? Yes / No 15 pts
  3. Are chin rests and forehead bands sanitized after each use? Yes / No 25 pts
  4. Is the exam room chair and equipment positioned correctly? Yes / No 10 pts
  5. Are sink areas clean with soap and towels available? Yes / No 15 pts
  6. Is the phoropter clean and lenses clear? Yes / No 20 pts
  7. Are trial lens sets complete and organized? Yes / No 10 pts
  8. Are medical supplies (drops/wipes) within expiration? Yes / No 25 pts
  9. Is the computer screen free of patient PII from previous exams? Yes / No 30 pts
  10. Is the floor in the exam lane clear of cables/hazards? Yes / No 15 pts
  11. Are occluders and flippers sanitized and ready? Yes / No 10 pts
  12. Is the lighting control in the exam room functional? Yes / No 5 pts
  13. Clinical area sanitation: Rating
    • Immaculate 20 pts
    • Acceptable 10 pts
    • Unsatisfactory 0 pts

4. Dispensing and Technical Service 13 items

  1. Was the customer greeted within 15 seconds of entry? Yes / No 15 pts
  2. Are staff wearing clean, professional/brand attire? Yes / No 10 pts
  3. Did the optician use a pupillometer or PD ruler accurately? Yes / No 20 pts
  4. Are adjustment tools (pliers/heaters) stored neatly? Yes / No 10 pts
  5. Are ultrasonic cleaners filled with fresh solution? Yes / No 10 pts
  6. Is the dispensing table clean and clutter-free? Yes / No 5 pts
  7. Did staff explain lens features (AR coating, Blue light)? Yes / No 15 pts
  8. Was the customer informed of the warranty and return policy? Yes / No 5 pts
  9. Are contact lens fitting sets organized and current? Yes / No 15 pts
  10. Did staff thank the customer and offer a follow-up? Yes / No 5 pts
  11. Is the tray system for pending orders organized? Yes / No 15 pts
  12. Are patient records handled according to HIPAA/Privacy? Yes / No 30 pts
  13. Professional service level: Rating
    • Expert/Helpful 20 pts
    • Satisfactory 10 pts
    • Poor 0 pts

5. Lab and Inventory Management 12 items

  1. Is the lab area (if on-site) clean and organized? Yes / No 10 pts
  2. Are job trays labeled and sorted by priority/date? Yes / No 15 pts
  3. Is the lens edger/blocker maintained and clean? Yes / No 15 pts
  4. Are stock lenses organized by power and material? Yes / No 10 pts
  5. Are high-value designer frames secured? Yes / No 25 pts
  6. Is new inventory processed and tagged promptly? Yes / No 10 pts
  7. Are shipping materials for lab orders stocked? Yes / No 5 pts
  8. Is the backroom organized with clear walkways? Yes / No 15 pts
  9. Are staff break areas and restrooms clean and stocked? Yes / No 15 pts
  10. Are inventory sensors/scanners fully charged? Yes / No 10 pts
  11. Are damaged or defective frames separated and logged? Yes / No 15 pts
  12. Is the backroom free of loose trash or packaging? Yes / No 10 pts

6. Safety and Compliance 14 items

  1. Are all emergency exits completely unobstructed? Yes / No 50 pts
  2. Are fire extinguishers charged and tagged? Yes / No 20 pts
  3. Are electrical panels clear (3ft clearance)? Yes / No 25 pts
  4. Is the first aid kit accessible and stocked? Yes / No 15 pts
  5. Are hazardous cleaning chemicals/solvents stored safely? Yes / No 20 pts
  6. Are wet floor signs available for immediate use? Yes / No 10 pts
  7. Are step stools/ladders stored correctly? Yes / No 10 pts
  8. Is the flooring free of cracks or trip hazards? Yes / No 10 pts
  9. Are employee rights posters clearly displayed? Yes / No 5 pts
  10. Is the alarm system functional and tested? Yes / No 20 pts
  11. Are MSDS (Material Safety Data Sheets) accessible? Yes / No 20 pts
  12. Is the trash dumpster area secure and tidy? Yes / No 10 pts
  13. Safety compliance level: Rating
    • Fully Compliant 30 pts
    • Minor Deficiencies 10 pts
    • High Risk 0 pts
  14. Final audit summary: Comments

About this template

This checklist is part of the Bindy template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In Bindy you can add photos, assign corrective actions, require sign-off and compare results across sites.

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