Checklist template

Self-checkout operations for retail stores

A ready-to-use checklist with 104 items in 6 sections, covering Attendant coverage, Machine condition, Interventions, Age-restricted sales, Customer assistance, Shrink controls. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 104 Items
  • 87 Yes / No checks
  • 5 Scored ratings
  • 112 Points

Use this template How audits work

1. Attendant coverage 17 items

  1. An attendant is present in the self-checkout area at the time of the visit Yes / No 1 pt
  2. The number of machines per attendant does not exceed the ratio set by company policy Yes / No 1 pt
  3. A second attendant is scheduled for the peak hours shown on the traffic forecast Yes / No 1 pt
  4. The attendant stands where every machine screen is in view Yes / No 1 pt
  5. The attendant is not assigned other tasks (stocking, returns, bagging at lanes) while on post Yes / No 1 pt
  6. The attendant's breaks are covered by a named, trained relief Yes / No 1 pt
  7. Today's schedule names an attendant for every hour the machines are open Yes / No 1 pt
  8. The attendant carries the handheld or tablet used to monitor the machines Yes / No 1 pt
  9. The attendant is signed in to the monitoring station under their own operator number Yes / No 1 pt
  10. Every attendant scheduled this week has completed the self-checkout training course Yes / No 1 pt
  11. The attendant can show how to clear an unexpected-item alert Yes / No 1 pt
  12. The attendant can show how to suspend a transaction and move it to a staffed lane Yes / No 1 pt
  13. A supervisor responded within the company standard when the attendant called for help during the visit Yes / No 1 pt
  14. The machines are closed and blocked off when no attendant is available Yes / No 1 pt
  15. Self-checkout machines open at the time of the visit Number
  16. Attendants on post at the time of the visit Number
  17. Attendant positioning during the visit Rating
    • Stays in the area, facing customers and screens 5 pts
    • Present but often turned away or at the podium 3 pts
    • Frequently away from the area 1 pt

2. Machine condition 20 items

  1. Every machine switched on is in service, with none showing an error screen Yes / No 1 pt
  2. Each machine out of service carries an out-of-service sign Yes / No 1 pt
  3. Each machine out of service has an open help desk ticket Yes / No 1 pt
  4. Touchscreens respond on the first touch on the machines tested Yes / No 1 pt
  5. Scanner glass on each machine is free of scratches that block a read Yes / No 1 pt
  6. Hand scanners are present and working on the machines equipped with them Yes / No 1 pt
  7. Bagging-area scales accepted a test item without a false weight alert Yes / No 1 pt
  8. Card readers accepted a tap or chip payment on the machines tested Yes / No 1 pt
  9. Receipt printers printed a legible receipt on the machines tested Yes / No 1 pt
  10. Cash-accepting machines are not showing a low coin or low bill warning Yes / No 1 pt
  11. Bill acceptors took a test bill on the first attempt Yes / No 1 pt
  12. Produce or by-weight scales on the machines show a current inspection seal as required by local regulation, where items are sold by weight Yes / No 1 pt
  13. Status lights above each machine work in all three colors Yes / No 1 pt
  14. Screens, card readers and bagging shelves are wiped at the frequency on the cleaning log Yes / No 1 pt
  15. Bags are stocked at every machine Yes / No 1 pt
  16. Audio prompts are set to the volume in the company configuration Yes / No 1 pt
  17. The language options on the welcome screen match those required for the store Yes / No 1 pt
  18. Machines out of service at the time of the visit Number
  19. Date of the last preventive maintenance visit for the machines Date
  20. Uptime of the machines over the last 7 days, from the system report Rating
    • At or above the company target 5 pts
    • Less than 2 percentage points below the target 3 pts
    • 2 percentage points or more below the target 1 pt

3. Interventions 16 items

  1. The attendant responded to each flashing light within 30 seconds during the visit Yes / No 1 pt
  2. Weight mismatch alerts are checked against the items in the bagging area before they are cleared Yes / No 1 pt
  3. Alerts are not cleared remotely from the podium without looking at the transaction Yes / No 1 pt
  4. The attendant greets the customer before taking over the screen Yes / No 1 pt
  5. Voids of an item require the attendant to take the item back from the customer Yes / No 1 pt
  6. Price overrides at self-checkout need a supervisor approval above the amount set by company policy Yes / No 1 pt
  7. Coupons entered at the machines are collected or verified by the attendant Yes / No 1 pt
  8. Items without a barcode are looked up by the attendant rather than rung under a generic key Yes / No 1 pt
  9. The weekly intervention report by machine has been reviewed by the front-end supervisor Yes / No 1 pt
  10. Machines with repeated false alerts have been reported for recalibration Yes / No 1 pt
  11. Interventions per 100 transactions are within the company target on the last weekly report Yes / No 1 pt
  12. Suspended transactions are completed or voided before the end of the shift Yes / No 1 pt
  13. A transaction interrupted by a machine fault is moved to another machine or a staffed lane without the customer rescanning Yes / No 1 pt
  14. Interventions per 100 transactions on the last weekly report Number
  15. Average seconds to respond to an alert, timed on 5 alerts during the visit Number
  16. Handling of alerts observed Rating
    • Items checked before every alert was cleared, with no customer left waiting 5 pts
    • Items checked, but customers were left waiting 3 pts
    • Alerts cleared without checking the items 1 pt

4. Age-restricted sales 15 items

  1. The machines lock the transaction when an age-restricted item is scanned Yes / No 1 pt
  2. The attendant asked for identification from a customer who appeared under the age set by company policy Yes / No 1 pt
  3. The attendant looked at the identification rather than entering a date without checking Yes / No 1 pt
  4. The date of birth is entered or the identification scanned as the system requires Yes / No 1 pt
  5. Signs stating that identification will be requested are posted in the self-checkout area Yes / No 1 pt
  6. The attendant on post is of the legal age to approve the restricted items sold, as required by local regulation Yes / No 1 pt
  7. A sale is refused when identification is missing or expired Yes / No 1 pt
  8. Refused sales are entered in the refusal log Yes / No 1 pt
  9. Restricted items left behind after a refusal are removed from the area immediately Yes / No 1 pt
  10. Hours of sale restrictions for alcohol are enforced by the system, where the store sells it Yes / No 1 pt
  11. Attendants completed the responsible-sales training within the period required by local regulation Yes / No 1 pt
  12. Results of the last mystery shop or compliance check on age-restricted sales are filed at the store Yes / No 1 pt
  13. Items restricted by company policy only (spray paint, certain medications, knives) trigger the same prompt Yes / No 1 pt
  14. Refused sales entered in the log in the last 30 days Number
  15. Date of the last mystery shop or compliance check on age-restricted sales Date

5. Customer assistance 17 items

  1. The attendant directs arriving customers to the next free machine Yes / No 1 pt
  2. A single queue line feeds the machines, marked with stanchions or floor graphics Yes / No 1 pt
  3. A posted item limit for the area is applied by the attendant, where the store sets one Yes / No 1 pt
  4. Customers with large orders are offered a staffed lane before they start scanning Yes / No 1 pt
  5. The attendant offers to scan heavy or bulky items with the hand scanner Yes / No 1 pt
  6. At least one machine is at a height and reach usable from a wheelchair Yes / No 1 pt
  7. The accessible machine has a clear floor space in front of it, free of displays Yes / No 1 pt
  8. An audio or tactile assistance option is working on the accessible machine, where fitted Yes / No 1 pt
  9. The attendant offers help to customers who hesitate at the screen, without waiting for the light Yes / No 1 pt
  10. Customers using their own bags can do so without triggering repeated alerts Yes / No 1 pt
  11. Security tags are removed by the attendant before the customer leaves Yes / No 1 pt
  12. A customer needing a paper receipt after declining one can get it from the attendant Yes / No 1 pt
  13. Abandoned items are cleared from the bagging areas between customers Yes / No 1 pt
  14. Baskets left at the machines are collected at least every 30 minutes Yes / No 1 pt
  15. Customers waiting in the self-checkout queue at the busiest moment of the visit Number
  16. Flow of customers through the area Rating
    • No waiting for a free machine 5 pts
    • Short waits at peak moments 3 pts
    • Persistent queue with machines idle or blocked 1 pt
  17. Helpfulness of the attendant observed Rating
    • Offers help before being asked 5 pts
    • Helps only when asked 3 pts
    • Curt, or not available when a customer needed help 1 pt

6. Shrink controls 19 items

  1. The exit from the self-checkout area is separate from the entry Yes / No 1 pt
  2. No machine is running in training or demonstration mode while open to customers Yes / No 1 pt
  3. Keys to the machines' cash compartments are held by the cash office, not kept at the attendant podium Yes / No 1 pt
  4. A service technician is accompanied by an employee whenever a machine's cash compartment is open Yes / No 1 pt
  5. Paper coupons collected at the machines are sent to the cash office each day Yes / No 1 pt
  6. Machines stop accepting card payments when the payment network is offline, or apply the offline limit set by company policy Yes / No 1 pt
  7. Machines are locked at closing so that no transaction can be started overnight Yes / No 1 pt
  8. Bags that carry a fee are added to the transaction by a machine prompt, where local regulation or company policy sets a fee Yes / No 1 pt
  9. Products sold by weight are verified by the attendant on a sample basis each shift Yes / No 1 pt
  10. Cash is removed from the machines by two employees together Yes / No 1 pt
  11. Cash removals take place at varied times outside peak hours Yes / No 1 pt
  12. The cash count for each machine is reconciled daily against the system total Yes / No 1 pt
  13. Variances by machine beyond the company limit have a documented follow-up Yes / No 1 pt
  14. The front-end supervisor stated last week's self-checkout cash variance when asked Yes / No 1 pt
  15. Unpaid walk-offs are recorded with the time and the machine number Yes / No 1 pt
  16. Each machine returns to the welcome screen with the previous transaction cleared before the next customer starts Yes / No 1 pt
  17. Walk-offs recorded in the last 7 days Number
  18. Name of the attendant on duty Short text
  19. Comments and corrective actions 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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