Use this USAA DFO Annual Visit Template to run consistent, thorough branch inspections. Evaluate janitorial standards, interior and exterior conditions, parking lots, curbs, striping, lighting, landscaping, signage, and ATM areas. Capture issues with photos and notes, rate conditions, flag safety hazards, and document follow up actions for the facility manager. Sections include information capture, interior and exterior janitorial, building and signage checks, ATM and illumination review, miscellaneous findings, and overview and signature to complete the visit.
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Turn your workflows into digital templates or checklists so your team can conduct inspections efficiently and access them from any device.
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Create and share inspection reports
Generate inspection reports and share them with your team and stakeholders to keep everyone informed.
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