Template

3rd Optical and Service Checklist

by Sornsiri JIB, from the Community

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.

With SafetyCulture you can

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

With SafetyCulture you can

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
New Joiner Final Check
This New Joiner Final Check helps optical retail teams assess a new staff member’s readiness across store operations and basic opticianry. It covers higher knowledge (multifocal lens type recommendations, power range understanding, EDI lens ordering, explaining refractive error to customers), eyetest competencies (reading and progressive FOP tryouts, standard customer questions, 10‑step easy fogging, visual acuity understanding, eye balance, far distance power tryouts and prescribing, word choice and communication), edging skills (lens blocking, edging machine use, full and half‑frame procedures, final check, rush‑hour management), and dispensing (handling pop‑up questions, using basic tools, advising on lens use). Includes trainer, staff, and shop manager sign‑offs.
by pailin.c@owndays.com, from the Community
Downloads: 0
Get
Template
Optical Service and Eye Exam Checklist
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.
by Sornsiri JIB, from the Community
Downloads: 0
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
Downloads: 0
Get
Template
Optical Shop New Joiner 7-Day Checklist
This 7-day onboarding checklist helps optical shops and eyewear retailers train new staff. It covers appearance standards, shop manners and behaviors, first and second customer approaches, and core lens product knowledge including hard-multi coating, Transitions, color, UV420, polarized, and progressive lenses. It guides staff through promotions, reception and registration, trying trial lenses, lens replacement agreements, frame checks, and directing customers. It details cashier procedures, pricing and payments, POS operations, receipts, and closing steps. It also includes dispensing and fit checks, after-sales service, warranty guidance, feedback requests, and courteous customer send-off.
by Todsabhorn Kuanpan, from the Community
Downloads: 0
Get

New Joiner Final Check

This New Joiner Final Check helps optical retail teams assess a new staff member’s readiness across store operations and basic opticianry. It covers higher knowledge (multifocal lens type recommendations, power range understanding, EDI lens ordering, explaining refractive error to customers), eyetest competencies (reading and progressive FOP tryouts, standard customer questions, 10‑step easy fogging, visual acuity understanding, eye balance, far distance power tryouts and prescribing, word choice and communication), edging skills (lens blocking, edging machine use, full and half‑frame procedures, final check, rush‑hour management), and dispensing (handling pop‑up questions, using basic tools, advising on lens use). Includes trainer, staff, and shop manager sign‑offs.

by pailin.c@owndays.com, from the Community

Get

Template

Optical Service and Eye Exam Checklist

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.

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

Optical Shop New Joiner 7-Day Checklist

This 7-day onboarding checklist helps optical shops and eyewear retailers train new staff. It covers appearance standards, shop manners and behaviors, first and second customer approaches, and core lens product knowledge including hard-multi coating, Transitions, color, UV420, polarized, and progressive lenses. It guides staff through promotions, reception and registration, trying trial lenses, lens replacement agreements, frame checks, and directing customers. It details cashier procedures, pricing and payments, POS operations, receipts, and closing steps. It also includes dispensing and fit checks, after-sales service, warranty guidance, feedback requests, and courteous customer send-off.

by Todsabhorn Kuanpan, from the Community

Get

3rd Optical and Service Checklist

About author

You might also like

New Joiner Final Check

Optical Service and Eye Exam Checklist

Optical Service Checklist: Edging and Sales Floor

Optical Shop New Joiner 7-Day Checklist

You might also like

New Joiner Final Check

Optical Service and Eye Exam Checklist

Optical Service Checklist: Edging and Sales Floor

Optical Shop New Joiner 7-Day Checklist