Checklist template

Pharmacy and Retail Operations

A ready-to-use checklist with 92 items in 7 sections, covering Pharmacy Environment & Compliance, Retail Sales Floor & Zoning, Pricing & Accuracy, Customer Engagement & Service, POS & Checkout Efficiency, Safety & Loss Prevention and more. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 7 Sections
  • 92 Items
  • 84 Yes / No checks
  • 7 Scored ratings
  • 1690 Points

Use this template How audits work

1. Pharmacy Environment & Compliance 13 items

  1. Are pharmacy computers positioned to prevent screens from being seen by retail customers? Yes / No 25 pts
  2. Is the HIPAA-compliant consultation area private and free of retail merchandise? Yes / No 20 pts
  3. Are current Pharmacist and Technician licenses clearly displayed for public view? Yes / No 15 pts
  4. Is the pharmacy refrigerator maintaining a temperature between 2°C and 8°C? Yes / No 50 pts
  5. Is the temperature log for the fridge/freezer updated and signed for the current shift? Yes / No 30 pts
  6. Are Schedule II controlled substances stored in a securely locked, bolted safe? Yes / No 50 pts
  7. Is the "Triple Check" process (NDC, label, drug) performed on every filled order? Yes / No 40 pts
  8. Are "Expired Medications" clearly quarantined from active stock and labeled? Yes / No 25 pts
  9. Is the pharmacy area free of food and drink to prevent cross-contamination? Yes / No 30 pts
  10. Are all patient-sensitive materials (trash) placed in dedicated shredding bins? Yes / No 20 pts
  11. Are multi-dose vials dated upon opening and within their discard timeframe? Yes / No 15 pts
  12. Is the counting tray cleaned after every use, especially for penicillin/sulfa? Yes / No 25 pts
  13. Clinical/Privacy Standards: Rating
    • Exceptional 30 pts
    • Acceptable 15 pts
    • Non-Compliant 0 pts

2. Retail Sales Floor & Zoning 13 items

  1. Are "Action Alley" aisles clear of empty pallets, boxes, or shopping carts? Yes / No 20 pts
  2. Is the first item in the "Strike Zone" (right side of entry) fully stocked? Yes / No 15 pts
  3. Are all products "front-faced" with labels pointing forward on the shelves? Yes / No 15 pts
  4. Are high-shrink items (electronics/HBA) organized and properly secured? Yes / No 20 pts
  5. Are end-caps impactful and free of hand-written or outdated signage? Yes / No 10 pts
  6. Are seasonal/promotional displays set according to the current planogram? Yes / No 15 pts
  7. Is the floor free of scuff marks, debris, and sticky spill residue? Yes / No 10 pts
  8. Are shelf edges free of adhesive residue from old price tags? Yes / No 5 pts
  9. Are mirrors and display cases free of fingerprints and smudges? Yes / No 5 pts
  10. Are "Out of Stock" shelf tags used consistently for missing core inventory? Yes / No 10 pts
  11. Are stack-base displays leveled and safely stacked to prevent tipping? Yes / No 15 pts
  12. Is the store lighting fully functional in all retail departments? Yes / No 10 pts
  13. Merchandising execution: Rating
    • Professional 20 pts
    • Recovery Needed 10 pts
    • Disorganized 0 pts

3. Pricing & Accuracy 13 items

  1. Do shelf tags match the product and price listed directly above them? Yes / No 30 pts
  2. Are all clearance items clearly marked with a "Red Tag" or final price? Yes / No 15 pts
  3. Was a random "Price Scan Audit" (10 items) 100% accurate today? Yes / No 40 pts
  4. Are promotional "Sale" signs removed promptly after the offer expires? Yes / No 20 pts
  5. Are unit prices (price per oz/ct) displayed on all grocery/HBA tags? Yes / No 10 pts
  6. Is the signage for bulk/multipack items clear and easy to understand? Yes / No 10 pts
  7. Are "Bargain Bins" priced correctly and not containing mystery items? Yes / No 10 pts
  8. Is the "Price Match" policy (if applicable) clearly posted at checkout? Yes / No 5 pts
  9. Are weighted items (produce/bulk) scales currently calibrated and tagged? Yes / No 25 pts
  10. Do digital signage screens match the current in-store physical pricing? Yes / No 15 pts
  11. Are "Compare at" price tags verified against current market data? Yes / No 10 pts
  12. Are shelf-talkers or wobblers positioned correctly without blocking prices? Yes / No 5 pts
  13. Pricing Integrity: Rating
    • 100% Accurate 25 pts
    • Minor Errors 12 pts
    • Poor Integrity 0 pts

4. Customer Engagement & Service 13 items

  1. Was every customer greeted within 10 feet or 30 seconds of entry? Yes / No 15 pts
  2. Are staff members actively circulating the floor rather than huddling? Yes / No 20 pts
  3. Did staff offer a basket or cart to customers carrying 2+ items? Yes / No 10 pts
  4. Are staff using professional language and avoiding casual slang? Yes / No 10 pts
  5. Did the pharmacist/technician answer queries with empathy and clarity? Yes / No 20 pts
  6. Are staff members wearing clean, approved uniforms and visible IDs? Yes / No 10 pts
  7. Was a "thank you" and specific farewell given at the end of the visit? Yes / No 10 pts
  8. Did staff escort the customer to the item rather than just pointing? Yes / No 25 pts
  9. Are mobile phones out of sight in all customer-facing zones? Yes / No 30 pts
  10. Did staff mention the loyalty program or current retail promotions? Yes / No 15 pts
  11. Is the staff's body language open, alert, and welcoming to guests? Yes / No 15 pts
  12. Did staff offer alternative products for out-of-stock items? Yes / No 15 pts
  13. Service energy level: Rating
    • Proactive/Warm 20 pts
    • Reactive 10 pts
    • Inattentive 0 pts

5. POS & Checkout Efficiency 13 items

  1. Is the wait time at the checkout line less than 3 minutes? Yes / No 25 pts
  2. Is the POS counter clean and free of employee drinks or snacks? Yes / No 10 pts
  3. Are "Impulse" items at the wrap-stand organized and fully stocked? Yes / No 5 pts
  4. Was the transaction processed quickly and without technical error? Yes / No 15 pts
  5. Did the cashier handle fragile/pharmacy items with extra care? Yes / No 15 pts
  6. Are bags and receipt paper fully stocked at every register? Yes / No 10 pts
  7. Is the payment terminal clean and the screen easy to read? Yes / No 10 pts
  8. Did the cashier offer assistance for heavy or bulky items? Yes / No 10 pts
  9. Is the "Returns" policy clearly displayed at the service desk? Yes / No 5 pts
  10. Are "Self-Checkout" units clean and monitored by a staff member? Yes / No 15 pts
  11. Was the receipt offered in the guest's preferred format (print/digital)? Yes / No 5 pts
  12. Did the cashier call out the price of each item during scanning? Yes / No 10 pts
  13. Checkout Experience: Rating
    • Seamless 20 pts
    • Satisfactory 10 pts
    • Slow/Unorganized 0 pts

6. Safety & Loss Prevention 13 items

  1. Are all emergency exits completely unobstructed and clearly marked? Yes / No 50 pts
  2. Are fire extinguishers charged, tagged, and accessible? Yes / No 20 pts
  3. Is the "Wet Floor" sign available and utilized for spills/mopping? Yes / No 15 pts
  4. Is the EAS (Electronic Article Surveillance) system powered and active? Yes / No 30 pts
  5. Are electrical panels clear (3ft clearance) and unobstructed? Yes / No 25 pts
  6. Is the pharmacy safe kept locked and the code/keys secured? Yes / No 50 pts
  7. Are mirrors and cameras positioned to cover "High-Shrink" aisles? Yes / No 20 pts
  8. Is the First Aid kit accessible and fully stocked? Yes / No 15 pts
  9. Are heavy items stored on lower shelves to prevent overhead risk? Yes / No 20 pts
  10. Are employee personal bags stored in lockers, not at the POS? Yes / No 15 pts
  11. Is the backroom clear of loose shrink-wrap and empty pallets? Yes / No 15 pts
  12. Are all fire exit doors equipped with functional local alarms? Yes / No 30 pts
  13. Overall safety rating: Rating
    • Fully Compliant 30 pts
    • Minor Concerns 15 pts
    • Hazardous 0 pts

7. Staffing & Operational Logs 14 items

  1. Are "Daily Recovery" logs completed and signed by the Shift Lead? Yes / No 15 pts
  2. Is the "Near Miss/Error Log" current in the pharmacy department? Yes / No 25 pts
  3. Are staff break times managed to ensure floor coverage at all times? Yes / No 20 pts
  4. Is the "Master Cleaning Schedule" signed off for all zones? Yes / No 20 pts
  5. Are employee labor and safety posters clearly displayed for staff? Yes / No 5 pts
  6. Is the "Claims/Damaged" merchandise log accurate and up to date? Yes / No 15 pts
  7. Are "Price Change" reports filed and verified for the week? Yes / No 15 pts
  8. Is the receiving dock clear of obstructions and debris? Yes / No 15 pts
  9. Are "Inventory Adjustment" logs signed by an authorized manager? Yes / No 20 pts
  10. Have all on-duty staff completed their required safety training? Yes / No 20 pts
  11. Is there a visible "Lead" or Manager on the floor at all times? Yes / No 15 pts
  12. Are staff radios/headsets being used professionally for operations? Yes / No 10 pts
  13. Operational Integrity: Rating
    • Highly Organized 25 pts
    • Average 12 pts
    • Chaotic 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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