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Optical Service and Eye Exam Checklist

by Sornsiri JIB, from the Community

Use this checklist to train and guide optical staff through basic eye exams. It covers visual acuity, balancing, applying spherical equivalent, and explaining myopia and hyperopia. The checklist supports prescription selection, best corrected power, and KRANKE BRILLE considerations, with suitability by age and activity. It also reinforces customer communication, options and choosing skills, and time management across a 10 step procedure. Designed for trainers, staff, and shop managers to standardize service quality.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
3rd Optical and Service Checklist
This optical retail checklist helps trainers, staff, and shop managers assess and improve service quality and operations. It covers near and progressive vision check skills, FOP tryouts, cross grid chart understanding, ADD power suitability, corridor selection, and fitting processes. It also guides standard customer questions, needs assessment, handling pop-up queries, frame recommendations for reading and PAL, and product recommendations to ensure efficient shop operation and better customer outcomes.
by Sornsiri JIB, from the Community
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Template
Optical Service Checklist: Edging and Sales Floor
Operational checklist for optical retail teams covering customer Q and A, assessing frame and lens thickness suitability, lens product recommendations, basic optical calculations, PD and prescription understanding, refractive concepts, and device skills including autorefractor and lensmeter use. Includes fit pad skills, lens ordering and KB checks, price simulator, five-step adjustment, spectacle cleaning and maintenance, and edging procedures for full and half-rim frames with lens blocking and edging machine operation. Roles include trainer, staff, and shop manager.
by Sornsiri JIB, from the Community
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Template
Malaysia NJ Checklist for Optical Retail
Use this Malaysia NJ checklist to assess and standardize daily operations in optical retail stores. The template covers staff appearance and behavior, posture, first and second customer approaches, lens product knowledge (HMC, ESL vs PC 420, transitions, polarized, myopia control, progressive options), promotions and membership, reception and registration, cashier and POS procedures, payment handling, and customer communication. It also outlines dispensing steps, 5-step fitting and handover, adjustments, warranties, and after-sales service to ensure consistent customer experience and compliance across stores.
by Shashnitha Rames, from the Community
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Template
Working Procedures Assessment for Retail Staff
This working procedures assessment is designed for optical retail environments to evaluate staff performance and service standards. It covers appearance, professional behavior, posture, and first and second customer approaches; lens knowledge across coatings, transitions, color, eyeshield, polarized, relaxation, myopia control, and progressive options; promotion awareness; reception and registration steps; cashier process with pricing, payments, policy communication, and documentation; dispensing and customer adjustments; after-sales service and warranty guidance; sending customers off courteously; and phone manner. Use this checklist to standardize training, improve customer experience, and ensure consistent shop operations.
by Atidtaya Sukaphong, from the Community
Downloads: 0
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3rd Optical and Service Checklist

This optical retail checklist helps trainers, staff, and shop managers assess and improve service quality and operations. It covers near and progressive vision check skills, FOP tryouts, cross grid chart understanding, ADD power suitability, corridor selection, and fitting processes. It also guides standard customer questions, needs assessment, handling pop-up queries, frame recommendations for reading and PAL, and product recommendations to ensure efficient shop operation and better customer outcomes.

by Sornsiri JIB, from the Community

Get

Template

Optical Service Checklist: Edging and Sales Floor

Operational checklist for optical retail teams covering customer Q and A, assessing frame and lens thickness suitability, lens product recommendations, basic optical calculations, PD and prescription understanding, refractive concepts, and device skills including autorefractor and lensmeter use. Includes fit pad skills, lens ordering and KB checks, price simulator, five-step adjustment, spectacle cleaning and maintenance, and edging procedures for full and half-rim frames with lens blocking and edging machine operation. Roles include trainer, staff, and shop manager.

by Sornsiri JIB, from the Community

Get

Template

Malaysia NJ Checklist for Optical Retail

Use this Malaysia NJ checklist to assess and standardize daily operations in optical retail stores. The template covers staff appearance and behavior, posture, first and second customer approaches, lens product knowledge (HMC, ESL vs PC 420, transitions, polarized, myopia control, progressive options), promotions and membership, reception and registration, cashier and POS procedures, payment handling, and customer communication. It also outlines dispensing steps, 5-step fitting and handover, adjustments, warranties, and after-sales service to ensure consistent customer experience and compliance across stores.

by Shashnitha Rames, from the Community

Get

Template

Working Procedures Assessment for Retail Staff

This working procedures assessment is designed for optical retail environments to evaluate staff performance and service standards. It covers appearance, professional behavior, posture, and first and second customer approaches; lens knowledge across coatings, transitions, color, eyeshield, polarized, relaxation, myopia control, and progressive options; promotion awareness; reception and registration steps; cashier process with pricing, payments, policy communication, and documentation; dispensing and customer adjustments; after-sales service and warranty guidance; sending customers off courteously; and phone manner. Use this checklist to standardize training, improve customer experience, and ensure consistent shop operations.

by Atidtaya Sukaphong, from the Community

Get

Optical Service and Eye Exam Checklist

About author

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3rd Optical and Service Checklist

Optical Service Checklist: Edging and Sales Floor

Malaysia NJ Checklist for Optical Retail

Working Procedures Assessment for Retail Staff

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3rd Optical and Service Checklist

Optical Service Checklist: Edging and Sales Floor

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Working Procedures Assessment for Retail Staff