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Working Procedures Assessment for Retail Staff

by Atidtaya Sukaphong, from the Community

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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.

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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

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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.

Working Procedures Assessment Checklist for Retail Staff | Free Template