Checklist template

Shift change and store walk for convenience stores

A ready-to-use checklist with 118 items in 6 sections, covering Cash and paperwork, Sales floor, Coolers, Foodservice, Restrooms, Exterior. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 118 Items
  • 103 Yes / No checks
  • 6 Scored ratings
  • 133 Points

Use this template How audits work

1. Cash and paperwork 26 items

  1. Shift change observed Choice
    • Morning
    • Afternoon
    • Overnight
  2. The outgoing cashier counted the register drawer with the incoming cashier or the manager watching Yes / No 1 pt
  3. The drawer was counted away from the customer's view or with the counter clear of customers Yes / No 1 pt
  4. The incoming cashier's drawer starts at the float set by company policy Yes / No 1 pt
  5. Over or short on the outgoing cashier's drawer (dollars) Number
  6. An over or short beyond the company tolerance is explained in writing on the shift report Yes / No 1 pt
  7. A safe drop was made before the handover, leaving the drawer below the limit set by company policy Yes / No 1 pt
  8. Every safe drop of the shift is on the drop log with its time and the cashier's initials Yes / No 1 pt
  9. The rolled coin and small bills in the change fund were counted at the handover Yes / No 1 pt
  10. The outgoing cashier signed off the register before leaving the counter Yes / No 1 pt
  11. The incoming cashier signed on under their own cashier number Yes / No 1 pt
  12. Each void of the shift has a reason written on the shift report Yes / No 1 pt
  13. Each refund of the shift has the customer's receipt or a manager's initials Yes / No 1 pt
  14. No-sale drawer openings recorded during the shift Number
  15. Paid-outs made from the drawer during the shift each have a receipt attached Yes / No 1 pt
  16. The ending number of every scratch ticket bin was written on the lottery shift sheet Yes / No 1 pt
  17. Cigarette packs were counted at the handover and entered on the count sheet Yes / No 1 pt
  18. The cigarette count shows no unexplained missing packs Yes / No 1 pt
  19. Prepaid card and money order sales of the shift agree with the terminal report Yes / No 1 pt
  20. Invoices from vendors received during the shift are in the invoice tray, signed Yes / No 1 pt
  21. The outgoing cashier initialed each completed task on the shift task list Yes / No 1 pt
  22. Tasks left undone are written on the communication log for the incoming shift Yes / No 1 pt
  23. The incoming cashier read and initialed the communication log Yes / No 1 pt
  24. Equipment faults noticed during the shift are written in the maintenance log Yes / No 1 pt
  25. The safe is locked at the time of the handover Yes / No 1 pt
  26. Handover between the two shifts Rating
    • Counted together, signed and briefed 5 pts
    • Counted together, no briefing 3 pts
    • No joint count 1 pt

2. Sales floor 21 items

  1. The cigarette rack behind the counter has no empty pushers among the top-selling brands Yes / No 1 pt
  2. The counter is free of personal phones, drinks and bags Yes / No 1 pt
  3. A spare roll of receipt paper is at each register Yes / No 1 pt
  4. Carry-out bags are stocked at each register Yes / No 1 pt
  5. The candy and gum rack at the counter has no empty hooks or trays Yes / No 1 pt
  6. The salty snack aisle is faced, with product pulled to the front of each shelf Yes / No 1 pt
  7. Energy drink and single-serve snack displays near the register are full Yes / No 1 pt
  8. No empty cases, totes or vendor carts are left in the aisles Yes / No 1 pt
  9. The floor is swept, with no litter under the gondola ends Yes / No 1 pt
  10. A wet floor sign stands at any wet or freshly mopped area Yes / No 1 pt
  11. Entrance mats lie flat with no curled edges Yes / No 1 pt
  12. Signs for promotions that have ended were taken down Yes / No 1 pt
  13. Yesterday's newspapers were pulled from the rack for return Yes / No 1 pt
  14. The ATM is in service and prints a receipt Yes / No 1 pt
  15. The gift card rack has no empty pegs among the top-selling cards Yes / No 1 pt
  16. The ice cream novelty freezer is filled above half on every basket Yes / No 1 pt
  17. The glass of the novelty freezer is free of frost Yes / No 1 pt
  18. The trash can inside the entrance is less than three-quarters full Yes / No 1 pt
  19. Aisle lighting has no burnt-out tubes or fixtures Yes / No 1 pt
  20. Empty shelf facings counted in the salty snack aisle Number
  21. Sales floor at the time of the handover Rating
    • Full, faced and clean 5 pts
    • Some gaps or litter 3 pts
    • Many gaps, cluttered aisles 1 pt

3. Coolers 15 items

  1. Energy drink lanes in the cooler doors are filled to the front Yes / No 1 pt
  2. The top-selling soft drink and water lanes are filled to the front Yes / No 1 pt
  3. Single-serve milk is in stock in each fat level the store carries Yes / No 1 pt
  4. No dairy product past its date was found on a check of 10 items Yes / No 1 pt
  5. No sandwich past its sell-by date was found in the open-air cooler at the handover Yes / No 1 pt
  6. The cooler temperature log has an entry for the outgoing shift Yes / No 1 pt
  7. Walk-in cooler temperature at the handover (°F or °C) Number
  8. The open-air grab-and-go cooler reads 41°F (5°C) or below Yes / No 1 pt
  9. The beer cave door closes fully on its own Yes / No 1 pt
  10. Cooler doors are free of fingerprints at handle height Yes / No 1 pt
  11. No cases are left on the walk-in cooler floor blocking the lanes Yes / No 1 pt
  12. The outgoing shift left a list of lanes it could not fill for lack of stock Yes / No 1 pt
  13. Bagged ice inside the store freezer is stocked above the minimum line Yes / No 1 pt
  14. Spilled or leaking product was removed from the cooler shelves Yes / No 1 pt
  15. Cooler fill at the handover Rating
    • All lanes filled 5 pts
    • A few empty lanes 3 pts
    • Many empty lanes or doors 1 pt

4. Foodservice 19 items

  1. The roller grill holds the items listed on the plan for the current time of day Yes / No 1 pt
  2. Every item on the roller grill has a time marker that has not run out Yes / No 1 pt
  3. The hot case has product in every labeled slot or the slot is closed off with a sign Yes / No 1 pt
  4. Product that reached its discard time was written on the waste sheet before it was thrown out Yes / No 1 pt
  5. The food temperature log has an entry for the outgoing shift Yes / No 1 pt
  6. Each coffee pot or urn carries a brew time within the hold time set by company policy Yes / No 1 pt
  7. At least one regular and one decaf coffee are available Yes / No 1 pt
  8. The cream dispenser or creamer tray is cold to the touch Yes / No 1 pt
  9. The fountain ice bin is filled above half Yes / No 1 pt
  10. Fountain flavors that ran out during the shift were changed before the handover Yes / No 1 pt
  11. The frozen beverage machine shows no defrost or fault light on any barrel Yes / No 1 pt
  12. Cups are stocked in every size sold Yes / No 1 pt
  13. Lids are stocked to fit every cup size Yes / No 1 pt
  14. The condiment station is wiped, with no dried spills Yes / No 1 pt
  15. The sanitizer bucket in the food area was refilled with fresh solution for the incoming shift Yes / No 1 pt
  16. The hand sink in the food area has soap Yes / No 1 pt
  17. The hand sink in the food area has paper towels Yes / No 1 pt
  18. Tongs and wax tissue are at the self-serve bakery case Yes / No 1 pt
  19. Foodservice readiness for the incoming shift Rating
    • Fresh, full and timed 5 pts
    • Some items missing or untimed 3 pts
    • Stale or empty 1 pt

5. Restrooms 16 items

  1. The restroom check sheet has an entry within the interval set by company policy Yes / No 1 pt
  2. Time of the last entry on the restroom check sheet Short text
  3. Toilets and urinals are flushed and free of stains Yes / No 1 pt
  4. Toilet paper is stocked with a spare roll in each stall Yes / No 1 pt
  5. The soap dispenser releases soap Yes / No 1 pt
  6. Paper towels are stocked or the hand dryer works Yes / No 1 pt
  7. The sink and counter are wiped dry Yes / No 1 pt
  8. The mirror is free of spots and graffiti Yes / No 1 pt
  9. The restroom floor is dry Yes / No 1 pt
  10. The trash can is less than three-quarters full Yes / No 1 pt
  11. The restroom has no strong odor Yes / No 1 pt
  12. The door lock works from the inside Yes / No 1 pt
  13. The baby changing table is wiped clean Yes / No 1 pt
  14. The strap of the baby changing table is intact Yes / No 1 pt
  15. The restroom exhaust fan is running Yes / No 1 pt
  16. Restroom condition Rating
    • Clean, dry and stocked 5 pts
    • Stocked but needs cleaning 3 pts
    • Dirty or out of supplies 1 pt

6. Exterior 21 items

  1. The parking lot and the fuel island are free of litter Yes / No 1 pt
  2. Trash cans outside the entrance are less than three-quarters full Yes / No 1 pt
  3. The sidewalk in front of the door is free of spills and gum buildup Yes / No 1 pt
  4. Entrance door glass is clean at hand height Yes / No 1 pt
  5. Window signs leave a clear view of the register from outside Yes / No 1 pt
  6. The outdoor ice merchandiser is locked Yes / No 1 pt
  7. The propane exchange cage is locked Yes / No 1 pt
  8. The outdoor ice merchandiser is stocked above the minimum line Yes / No 1 pt
  9. Exterior lights over the entrance and lot are all working, or outages are logged Yes / No 1 pt
  10. The dumpster lids are closed Yes / No 1 pt
  11. The dumpster enclosure gate is shut Yes / No 1 pt
  12. No cardboard or pallets are stacked outside the dumpster enclosure Yes / No 1 pt
  13. Windshield washer buckets at the fuel island, where present, are filled with fluid Yes / No 1 pt
  14. The back door is locked Yes / No 1 pt
  15. The back door alarm is switched on Yes / No 1 pt
  16. No one is loitering at the entrance or the side of the building Yes / No 1 pt
  17. In winter, the entrance walk is cleared of snow and treated for ice Yes / No 1 pt
  18. Name of the outgoing shift lead Short text
  19. Name of the incoming shift lead Short text
  20. Overall readiness of the store for the incoming shift Rating
    • Counted, stocked and clean, with nothing left over 5 pts
    • A few tasks handed over in writing 3 pts
    • Drawer not counted or many tasks left undone 1 pt
  21. Items handed over to the incoming shift 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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