Checklist template

Stockroom and ladder safety for retail stores

A ready-to-use checklist with 119 items in 6 sections, covering Shelving and stacking, Ladders, Material handling, Aisles and exits, Housekeeping, Training. Use it as-is in Bindy, or adapt it to your own standards in minutes.

  • 6 Sections
  • 119 Items
  • 105 Yes / No checks
  • 6 Scored ratings
  • 135 Points

Use this template How audits work

1. Shelving and stacking 20 items

  1. Stockroom shelving units are anchored to the wall, the floor or each other Yes / No 1 pt
  2. The load capacity is labeled on steel shelving and pallet racking Yes / No 1 pt
  3. No upright or beam of the stockroom shelving is bent, dented or rusted through Yes / No 1 pt
  4. Safety clips or pins are in place on the beam connectors of pallet racking Yes / No 1 pt
  5. No shelf is visibly bowed under its load Yes / No 1 pt
  6. The heaviest cartons are stored between knee and shoulder height Yes / No 1 pt
  7. Cartons on the top shelf do not overhang the shelf edge Yes / No 1 pt
  8. Top-shelf stacks are no higher than the limit set by company policy Yes / No 1 pt
  9. Stock is kept at least 18 in (45 cm) below the sprinkler heads, or the clearance the local fire code sets Yes / No 1 pt
  10. Carton stacks standing on the floor are below the height limit set by company policy Yes / No 1 pt
  11. Floor stacks are cross-stacked or interlocked so they do not lean Yes / No 1 pt
  12. Crushed cartons at the bottom of a stack have been removed or re-stacked Yes / No 1 pt
  13. Empty pallets are stacked flat, never stood on edge Yes / No 1 pt
  14. Long or loose items (curtain rods, rugs, patio umbrellas) are stored in bins or racks that keep them from sliding out Yes / No 1 pt
  15. Glass and liquids are stored on the lower shelves Yes / No 1 pt
  16. Overstock on top of sales-floor fixtures is held by a rail, a lip or banding Yes / No 1 pt
  17. Nothing is stored on top of lockers, offices or walk-in coolers that were not built to carry stock Yes / No 1 pt
  18. Damaged shelving found is unloaded and tagged out of use Yes / No 1 pt
  19. Shelving units with damage found during the visit Number
  20. Condition of stockroom shelving and stacks Rating
    • Sound shelving and stable stacks throughout 5 pts
    • Isolated overhang or leaning stacks 3 pts
    • Damaged shelving in use or unstable stacks 1 pt

2. Ladders 23 items

  1. A ladder or rolling stairs tall enough to reach the top shelf is kept in each stockroom Yes / No 1 pt
  2. No employee was seen standing on shelving, cartons, milk crates, chairs or carts Yes / No 1 pt
  3. Each ladder carries a legible label showing its duty rating Yes / No 1 pt
  4. Ladder side rails are free of cracks and bends Yes / No 1 pt
  5. Steps and rungs are tight and free of oil or tape residue Yes / No 1 pt
  6. The non-slip feet of each ladder are in place and not worn through Yes / No 1 pt
  7. Spreader bars on stepladders lock fully open Yes / No 1 pt
  8. Casters of rolling stairs lock when weight is put on the first step Yes / No 1 pt
  9. Rolling stairs have a handrail on both sides Yes / No 1 pt
  10. The top platform of rolling stairs has a guardrail Yes / No 1 pt
  11. Damaged ladders are tagged "Do not use" and removed from the floor Yes / No 1 pt
  12. Ladder inspections are recorded on the schedule set by company policy Yes / No 1 pt
  13. Date of the last recorded ladder inspection Date
  14. Stepladders are used fully opened, not leaned closed against shelving Yes / No 1 pt
  15. No one stands on the top cap or the top step of a stepladder Yes / No 1 pt
  16. Employees face the ladder and keep three points of contact while climbing Yes / No 1 pt
  17. Cartons too heavy to hold in one hand are passed down to a second person Yes / No 1 pt
  18. The aisle is coned off while a ladder is in use on the sales floor during opening hours Yes / No 1 pt
  19. No ladder is left standing unattended in a customer aisle Yes / No 1 pt
  20. Stored ladders are hung or chained so they cannot fall Yes / No 1 pt
  21. Fiberglass ladders, not metal ones, are used for changing lights or working near wiring Yes / No 1 pt
  22. Ladders and rolling stairs in the store Number
  23. Ladder condition and use observed Rating
    • All sound and used correctly 5 pts
    • Sound ladders, unsafe use observed 3 pts
    • Damaged ladders in use 1 pt

3. Material handling 22 items

  1. Wheels of hand trucks, U-boats and platform carts are intact and roll freely Yes / No 1 pt
  2. Carts are loaded no higher than the pusher's line of sight Yes / No 1 pt
  3. Loaded carts are pushed, not pulled Yes / No 1 pt
  4. Manual pallet jacks are parked with the forks fully lowered Yes / No 1 pt
  5. Parked pallet jacks are out of the aisle with the handle upright Yes / No 1 pt
  6. Pallet jacks raise and lower smoothly with no hydraulic oil leaking Yes / No 1 pt
  7. Pallets moved by pallet jack are wrapped or banded so the load does not shift Yes / No 1 pt
  8. No employee rides on a pallet jack or a cart Yes / No 1 pt
  9. Cartons above the weight limit set by company policy are marked "team lift" Yes / No 1 pt
  10. Team-lift items were handled by two people or with a mechanical aid during the visit Yes / No 1 pt
  11. Employees observed lifting kept the load close to the body without twisting Yes / No 1 pt
  12. Box cutters in use are the safety type with a retracting or shielded blade Yes / No 1 pt
  13. Used blades go into a blade disposal container Yes / No 1 pt
  14. Employees in the stockroom and receiving wear closed-toe shoes Yes / No 1 pt
  15. Strapping is cut with a cutter, standing to the side of the strap Yes / No 1 pt
  16. Cut strapping and stretch wrap are picked up from the floor at once Yes / No 1 pt
  17. Roller conveyor sections used for unloading have their stands locked Yes / No 1 pt
  18. No one walks or stands on the unloading conveyor Yes / No 1 pt
  19. The trailer wheels are chocked or the dock lock is engaged before anyone enters the trailer Yes / No 1 pt
  20. The dock plate is seated and secured before carts or pallet jacks cross it Yes / No 1 pt
  21. Appliances and furniture are moved with an appliance dolly and strap Yes / No 1 pt
  22. Manual handling practices observed Rating
    • Safe technique and equipment used throughout 5 pts
    • Minor lapses corrected on the spot 3 pts
    • Unsafe lifting or equipment misuse 1 pt

4. Aisles and exits 19 items

  1. Stockroom aisles are clear from end to end at the width set by company policy Yes / No 1 pt
  2. Narrowest stockroom aisle measured (in or cm) Number
  3. No carton, cart or pallet is staged in an aisle that leads to an exit Yes / No 1 pt
  4. Overflow stock has not turned any stockroom aisle into a dead end Yes / No 1 pt
  5. The rear exit door opens fully from the inside without a key Yes / No 1 pt
  6. The path outside the rear exit door is clear of pallets, dumpsters and snow Yes / No 1 pt
  7. Exit signs in the stockroom are lit Yes / No 1 pt
  8. No stock is stacked high enough to hide an exit sign Yes / No 1 pt
  9. The floor space in front of electrical panels is clear of stock, carts and pallets Yes / No 1 pt
  10. Fire extinguishers in the stockroom are visible and reachable without moving stock Yes / No 1 pt
  11. The sprinkler riser and its valves can be reached without moving stock Yes / No 1 pt
  12. Swing doors between the stockroom and the sales floor have clear vision panels Yes / No 1 pt
  13. No stock is staged directly behind the swing doors Yes / No 1 pt
  14. Stairs to the mezzanine have a handrail Yes / No 1 pt
  15. No stock is stored on the stairs or landings Yes / No 1 pt
  16. Floor markings for aisles and staging zones are visible Yes / No 1 pt
  17. On delivery days, pallets and carts wait in the marked staging zones Yes / No 1 pt
  18. Emergency lights in the stockroom came on when the test button was pressed Yes / No 1 pt
  19. Stockroom aisles and exits Rating
    • Clear and marked 5 pts
    • Narrowed in places, exits clear 3 pts
    • Aisle or exit blocked 1 pt

5. Housekeeping 17 items

  1. The stockroom floor is dry Yes / No 1 pt
  2. The floor is free of loose cardboard, stretch wrap, hangers and price tags Yes / No 1 pt
  3. Empty cartons are flattened and removed during the shift Yes / No 1 pt
  4. Trash and recycling bins in the stockroom are not overflowing Yes / No 1 pt
  5. The spill kit or broken-glass kit in the stockroom is stocked Yes / No 1 pt
  6. Every stockroom aisle is lit, with no burnt-out lamps Yes / No 1 pt
  7. Light fixtures above stock have guards or shields Yes / No 1 pt
  8. No extension cord runs across a stockroom aisle Yes / No 1 pt
  9. The floor has no holes, broken tiles or raised edges that could catch a wheel or a foot Yes / No 1 pt
  10. Hangers are stored in boxes or on racks Yes / No 1 pt
  11. Spare fixtures and shelving parts are stored in a designated area and secured upright Yes / No 1 pt
  12. Aerosols, small propane cylinders and pool chemicals are stored in the designated area away from heat sources Yes / No 1 pt
  13. Leaking or damaged product is bagged and moved to the damages area Yes / No 1 pt
  14. Helium cylinders are chained upright Yes / No 1 pt
  15. The stockroom shows no droppings or gnawed cartons Yes / No 1 pt
  16. The receiving dock is free of ice and standing water Yes / No 1 pt
  17. Stockroom housekeeping Rating
    • Clean and orderly 5 pts
    • Some clutter, no hazard 3 pts
    • Clutter creating trip or fire hazards 1 pt

6. Training 18 items

  1. New employees receive stockroom safety orientation before their first delivery shift Yes / No 1 pt
  2. Ladder safety training is on file for a sample of 5 employees who stock Yes / No 1 pt
  3. Safe lifting training is on file for the same sample Yes / No 1 pt
  4. Pallet jack training is on file for each employee seen using one Yes / No 1 pt
  5. Seasonal hires receive the stockroom safety orientation before working in the stockroom Yes / No 1 pt
  6. Refresher training was completed within the period set by company policy Yes / No 1 pt
  7. Employees asked knew what to do with a damaged ladder Yes / No 1 pt
  8. Employees asked could state the team-lift rule Yes / No 1 pt
  9. Employees asked knew how to report stock that fell or nearly fell Yes / No 1 pt
  10. The checklist of the store's safety walk covers the stockroom Yes / No 1 pt
  11. Date of the last safety walk of the stockroom Date
  12. Hazards noted on the last safety walk have been corrected Yes / No 1 pt
  13. Stockroom strains, cuts and falls are recorded in the injury log Yes / No 1 pt
  14. The store manager reviews stockroom injuries with the team after each case Yes / No 1 pt
  15. Stockroom injuries recorded in the last 12 months Number
  16. Name of the store manager Short text
  17. Overall stockroom and ladder safety Rating
    • No hazard found 5 pts
    • Hazards found, none with immediate risk of injury 3 pts
    • Hazard with immediate risk of injury found 1 pt
  18. Corrective actions required 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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