[1]
AP - T/F
Are APSs/SAPMs performing positively vs. LY in internal/external theft & fraud metrics (Apps+/40, Internal case count, apps/100m, etc.) and are routines complete to support positive traction? Tutorial:
Reference: MyApron> My Departments> Asset Protection> Learning & Expectations> Case Documentation
Utilize AP on the Go> Theft and Fraud. Reference most recent FW Print Packet, Theft & Fraud reporting, analyze store performance and compare to last year. Reference AP SharePoint Site> AP Field Documents > Theft & Fraud Reporting
MyApron> Applications > Risk 360 to review submitted Cases/RAIs/MRs. MyApron> My Departments> Asset Protection> Learning & Expectations> Case Documentation Reference Guide
Review Risk 360 and CCTV to ensure that all internal/external cases, risk averted incidents, and merchandise recoveries are properly documented and necessary evidence is secured. Ensure APSs are within company policy (no-touch, branded shirt, etc.) while making apprehensions, MRs and RAIs. Coach APS/SAPM on areas of opportunity.
Ensure you have a regularly scheduled meeting/call to discuss performance and overall business status with APSs/SAPMs. Ensure APSs are properly scheduled and are adhering to their schedule. Review APS and SAPM Routines in AP on the Go for completion and quality content. If any part of the question is "no" do not answer "yes" to this question. Document findings and action plan in the AP Business Walk notes.
Notes:
[2]
AP Sec.
Are physical security standards compliant in all key critical areas during business hours? (Register Gates, Perimeter Doors Shut, Lumber Roll-up Door closed when not in use, Rear Garden Gate locked, Fence intact and not compromised, Freight trailers properly secured.) Tutorial: Reference: MyApron> My Company> SOP US> Store Wide> SAF 09-10 Security
Conduct a physical walk of the store and utilize CCTV. Ensure the back lumber door, front lumber door, garden gate, driver door, receiving dock doors, compactor, Tool Rental Center are secured and/or locked with a Best/LP cored lock or monitored when in use. If the compactor is open and unlocked, a member of Management or a key-carrier must be present inspecting the items that are being discarded. Ensure that when a door is open, there is a dedicated associate present to watch the door (physically standing by the open door) and the other associate is completing the work needed (the associate completing the work should not be the dedicated associate to watch the door). The door should be closed immediately after the work is completed.
All trailers and docked trailers must have a 5th Wheel Pin Lock landing gear down, and wheel chocks. Bumpers should be in good condition.
Notes:
[3]
AP Sec.
Document any areas non-compliant and the action plan in the AP Business Walk notes.
Are the Computer Room, Back Office, and Vault properly secured per SOP and is the store handling the AMEX P-Card process appropriately? Tutorial: Reference: MyApron> My Company> SOP US> Store Wide> SAF 09-10 Security and OFF 01-10 Back Office Sec. Reference: My Apron> My Company> SOP US> OFF 03-20 Store Purchasing Cards Reference: My Apron> My Departments> D91 Back Office> D91: Back Office Standards
Ensure the Computer Room door is locked and secure and that there is no unnecessary storage in the computer room. Review the Vault sign-in sheet and store burglar alarm system to ensure that all associates are properly signing in and arming/disarming the vault appropriately. Review SOP OFF 01-10 Back Office Security with store leadership and/or Back Office associates to ensure they are aware of the proper policies and procedures. If doors are not secured or Back Office procedures are not being followed, do not answer "yes" to this question.
Ensure the store is following the P-Card process outlined in SOP OFF 03-20 Store Purchasing Cards. Review the P-Card Log Sheet to ensure spending is being properly reconciled and that only appropriate associates are signing the card out.
If the store is not compliant with any part of this question, do not answer "yes". Document any areas non-compliant and the action plan in the AP Business Walk notes.
Notes:
[4]
AP Sec.
Is the store properly executing the Merchandise Protection Standards, Outside Storage Standards, and Pick Ticket Programs? Tutorial:
Reference: AP on the Go> Store Profile> Merchandise Protection Standards> Core US/Region MPS Matrix
Outside: Refer to the monthly MAP Apron Layout for items that have been approved for outside merchandising. DM approval is required to stage non-MAP merchandise on the Front Apron. If a given item has not been approved, work with the store to remove the items. Refer to the department guidelines in the MPS for security requirements. Only the items specifically approved in the MPS may be stored on the sides/back of the building or in the parking lot. If a given item is not included, it is not approved for outside storage. Ensure palletized items stored outside are clearly marked with the date received, SKU & quantity and that the information is on the outside of the shrink wrap or other protective coating and the item itself has not been defaced. Document findings and action plans in MAPM routine notes.
Inside: Review at least 3 departments for MPS compliance and coach on opportunities. Ensure the MPS Recycling Center on the Front End is present and associates/cashiers are aware of how to properly recycle MPS devices. If the store is in need of MPS devices, place an order as needed. Document findings and action plans in MAPM routine notes.
Review the pick ticket program for compliance and proper storage of all pick ticket products. Spot check the on-hand accuracy of pick ticket products. Document findings and action plans in the AP Business Walk notes.
Notes:
[5]
AP - T/F
Are security guards following their schedule and post orders? (Stores with Security Guards/Door Monitors only.) Tutorial:
Reference: AP Share Point> AP Field Team> AP Field Team Documents> AP Resources & Technology> Security Guards Reference the following documents for guard allocation and Security Guard Post Orders: "2018 Security Guard Allocation", "2018 US Security Guard Post Orders", 2018 US Security Guard Vendor Contacts" Contact the Sr. Manager of Field AP in your division for escalations.
Notes:
[6]
Acc.- FE
Complete live observations at multiple areas; Are the cashiers demonstrating good service, accuracy, and shrink mitigation behaviors (SCO, Main Line, Garden, Pro, Services)? Reference: MyApron> My Departments> Front End> Priorities> Front End Standards and FIRST for Checkout Tutorial: Reference: Weekly Accuracy Topic "Front End Recoveries - Preventing Shrink" Reference: Weekly Accuracy Topic " Front End Accuracy - Best Practices"
Print the Weekly Accuracy Topic entitled "Front End Recoveries - Preventing Shrink" and "Front End Accuracy - Best Practices" and share/review with store leadership. (Located in MAPM routine tutorial.)
Randomly observe three (3) cashiers and validate that the cashiers are engaging in accuracy best practices to include: drag, scan, look and bag; proper use of the quantity key; looking at the bottom of the basket; looking inside boxes that appear to have been tampered with; checking in between bags of mulch for concealed product; stepping out from behind the register to ring transactions; moving smaller items from the cart to sort and count. Quiz FES/HC on BOB, LISA and LANA. Verify that all recoveries have an impact on shrink and are not credit cards, check fraud or counterfeit. Determine what game plans have been put in place to drive improvement. Document the cashiers, findings, and action plan in MAPM routine notes.
Ensure cashiers are focused on accuracy behaviors and are properly logging all merchandise recoveries in the front end recovery binder. Identify cashiers without a recovery in the past 30 days and discuss their game-plan with Front End leadership. Review the Front End Recovery program for proper execution and documentation.
Communicate any single merchandise recovery over $1,000 to
[email protected]
Cashier #1: ___________________________ Cashier #2: __________________________ Cashier #3: ___________________________
Notes:
[7]
Acc. FE
Can FES/OAM/SM speak on which cashiers are the bottom 5 performers (overall score) on the most recent cashier metrics report and are there quality observations associated with those cashiers to improve accuracy? Reference: MyApron> My Departments> Front End> Priorities> Front End Standards and FIRST for Checkout Tutorial: Reference: Weekly Accuracy Topic "Front End Accuracy - Best Practices" Print the Weekly Accuracy Topic entitled "Front End Accuracy - Best Practices" and share/review with store leadership. (Located in MAPM routine tutorial.)
Review cashier metrics for previous month. Verify that the bottom 5 cashiers for overall score have received a quality observation, including direct feedback. Check previous month and current month observations for accuracy and content. Speak with one cashier that was observed to determine their understanding of the opportunities noted. If cashiers are unaware of their observation, do not answer "yes" to this question.
Ensure all cashiers have reviewed the most recent Accuracy Cart and that cashiers who did not accurately complete the cart have received proper training. If all cashiers have not reviewed the previous month's accuracy cart or if cashiers who were inaccurate have not received proper coaching, do not answer "yes" to this question.
Notes:
[8]
Acc. Orders
Document findings and action plan in AP Business Walk notes.
Do items listed in the S/O Returns/Cancellations Folder have current and proper follow-up and have all Comm Errors been properly resolved? Tutorial:
Reference: MyApron> My Departments> AP> Investigations> S/O Returns & Cancellations PK
Audit the Cancelled Direct Shipped Order’s line items for updated notes and proper dispositions. All orders must have a current note until the disposition of the item is resolved. Go to ESVS > Order Management > Controllable Folder > S/O Returns/Cancellations > Filter By and enter in last month's date (Mon-Sun) and update. Then filter again using SO Line Disposition to Pre-Cataloged for RTV. Not all items with pre-cat will show a pre-cat # like EPPs (system knows when to assign). Select 2 lines from different orders with a Merch Location of Vendor, Customer, or Installer. If the order has a pre-cat# and no RTV#, review it for current notes. Hover over last note or click Notes button to view all notes, if needed. Then, remove all filters and review the KeyRec Cancelled column. Select 1 line from an order with a Merch Location of Vendor, Customer, or Installer that has both a Key-Rec # and is not in Pre-cataloged for RTV status. The following combinations do not require further research: an N in the Key-Rec Cancel column with an RTV#, a Y in the Key-Rec Cancel column with no RTV#, and if the Key-Rec Cancel column is blank with no RTV#. Validate the item is either physically on the floor with a reduced tag or marked down to zero.
To validate the disposition of RTVs log in to Store Systems> #4 Return to Vendor> #1 RTV Maintenance> #28 RTV Item Inquiry
A Comm error is created when a product is returned as being located in-store and the RTV Tag Entry step is not completed. Special Order returns that do not have an RTV Tag assigned will not be cataloged into the RTV system. Manually creating an RTV Tag will place the product on the S/O cage. Items which have been RTV'd manually will no longer communicate with the Special Order Returns and Cancellations folder. These orders will remain in a Comm Error: RTV Manually disposition. Associates will need to add notations as to the manual actions they have taken in the RTV system to communicate that the RTV has been accurately resolved.
Notes:
[9]
Acc. Orders
Review sold will calls/orders over 30 days in the SOLD Will Calls Folder; Are there updated notes within the order and has the product been accurately picked and located? Tutorial: Reference: MyApron> My Departments> AP> Investigations> Researching Open Orders Over 30 days Check 5 orders that are greater than 30 days including BOSS/BOPIS. Select order management from the SVS system main page>Select the sold folder from the drop down menu>select the sold will calls tab>select the sold customer will calls tab>select the crt date column to sort the column in ascending order>look at orders with a create date greater than 30 days ago (exclude orders still in awaiting special order status)>inspect orders for current follow up and associate engagement. Select the will call line and review notes. Determine if contact is being made with the customer through current and quality notes. Are associates following the process to determine open orders have not been picked up. Ensure the abandonment process being followed for customers that can not be contacted. (SOP SS 08-10) Notes:
Document findings and action plan in the AP Business Walk notes.
Acc. -
[10] Orders
Review the BOSS RTV tab in ESVS. Have appropriate actions been taken for BOSS RTV items?
Tutorial: Notes:
Acc. -
[11] Orders
Reference: MyApron>MyDepartments>D31/D94 Service& Fulfilment>Online Orders>Execution>BOSS Auto RTV Reference: Weekly Accuracy Topic "BOPIS/BOSS - Pick and Release" Print the Weekly Accuracy Topic entitled "BOPIS/BOSS - Pick and Release" and share/review with store leadership. (Located in MAPM routine tutorial.) Select order management from the SVS system main page> click on BOSS RTV tab. Ensure proper actions have been taken for BOSS RTV orders. Document findings and action plan in AP Business Walk notes.
Review the Work Order tab in ESVS. Are there any past due or non-completed orders over 24 hours? Tutorial:
Reference: MyApron. My Departments> D31/94 Service & Fulfilment> D31/94 Training> D31: How to Manage Order Job Aid Reference: Weekly Accuracy Topic "Deliveries - Managing the Delivery Process"
Print the Weekly Accuracy Topic entitled "Deliveries - Managing the Delivery Process" and share/review with store leadership. (Located in MAPM routine tutorial.)
Select 5 SKUs from the order paperwork and ensure they are present on the staged order. Select 5 SKUs from the staged order and ensure they are present on the order paperwork.
Select three (3) orders from the Immediate Action Required WO tab in ESVS that requires action (Find inventory, Change date, Confirm in transit, Confirm complete) and ensure that appropriate follow-up action is being taken.
ESVS>Order management>Immediate Action Required - (WO tab - Action/Status). All follow-up items should have notes indicating follow-up has occurred within the past day. Current action status should be reflected in notes.
Document findings and action plan in the AP Business Walk notes.
Notes:
[12] AP - T/F Are all CCTV PVMs, ePVMs, domes, cameras and signage in place and functional per company standards? Tutorial:
Utilize the AP Reference Guide to verify appropriate signs are in place while walking the sales floor. My Departments> Asset Protection> AP - Reference Guide
If you find a camera, PVM or ePVM not operating properly or need domes replaced, call Verint at 1-800-839-7878 to place a service request. If there is an active WO#, answer YES to this question. Document findings, ticket #, and date service request was placed in the AP Business Walk notes.
Notes:
Acc. -
[13] Inv.
Reference: My Apron> My Departments > Asset Protection > AP Resources> AP Vendor and SSC Contacts Physically walk the store to ensure that all cameras, PVMs, ePVMs, and domes are functional, clean, and in operable condition. Ensure that all PVMs have appropriate signage. Review CCTV to ensure that all registers are appropriately associated with cameras.
Did the store research and resolve Top 5 OH adjustments from last week, rectify any loss that occurred from price changes, and approve OH adjustments appropriately with no ARB from the prior 2 weeks? Tutorial: Reference: MyApron> My Company> SOP US> Office> SOP OFF 04-20 Maintaining MU/MD and Price Changes Review your store's On Hand adjustments from the print packet and identify the top 5 adjusted SKUs.
Once the top 5 SKU's have been identified, conduct an accuracy count for each SKU by comparing the current system on-hands to the physical count on the sales floor.
Review the SKUs under “Top 5 Negative On Hand Adjustments”. Was the store able to locate the items? If not can they explain why the large on-hand change occurred and the root cause? Shelf maintenance, overhead maintenance, service quantities, receiving discrepancies or shrink? Was there retraining involved once the root cause was discovered?
Review Auto Rejected on hand adjustment requests. Store systems >22 Inventory management system >33Adjustment log report>Enter date needed to research the auto reject>review report for initials ARB (auto reject batch) ARB are on the last page of the report. Review date of ARB. Identify the root cause for the rejection - i.e. the manager didn't trust the adjustment or failed to approve the adjustment in time
Document findings and action plan in the AP Business Walk notes.
Notes:
[14] AP - T/F Did you review Theft Trend Dashboard with store leadership and AP team to identify key theft trends? Tutorial: Notes:
[15] AP - T/F
Acc. -
Review Theft Trend Dashboard and solicit store leadership feedback to identify key theft/accuracy trends by class/SKU, plan to address findings. Focus on $ refunded, OH adjustments, negative sales, and Empty Packages. Study the report to develop patterns. Document findings and action plans in the AP Business Walk notes.
Can 2 non-AP associates explain how to properly respond to a suspected shoplifter and are they aware of the company AwareLine program? Tutorial: Reference: MyApron> My Company> SOP US> Store Wide> SAF 09-10 Security
Discuss options for providing customer service and notification of AP resources/management with associates unfamiliar with how to respond to a suspected shoplifter. Associates should never accuse a customer of shoplifting or attempt to apprehend a suspected shoplifter in any way.
Review the AwareLine program with the associates to ensure they are aware they are eligible for a cash reward for confidentially reporting unethical or theft behavior. The Aware Line phone number is 1-800-286-4909.
Coach associates that are unable to properly demonstrate how to respond appropriately or do not know about the company Aware Line program. Ensure the store has appropriate posters in non-customer facing areas. If associates are unaware of how to respond to a suspected shoplifter or are unaware of the company Aware Line, do not answer "yes" to this question. Document associate's name, department, findings, and action plan in MAPM routine notes.
Notes:
[16] Inv.
Reference: MyApron> My Departments> Asset Protection> Investigations> Theft Trend Dashboard Reference: Weekly Accuracy Topic "Empty Packages - Processing Through ZMA" Print the Weekly Accuracy Topic entitled "Empty Packages - Processing Through ZMA" and share/review with store leadership. (Located in MAPM routine tutorial.) Ensure APS(s) are utilizing the Theft Trend Dashboard to identify external theft and fraud activity and that they have completed an action plan per their weekly routines.
Associate #1: ___________________________ Title:___________________Department:___________ Associate #2: ___________________________ Title:___________________Department:___________
Request an ASM to walk through markdown best practices/ prevention programs (i.e. drywall bumper program, cull program in D21/D22/D28, bag patch program, flat stacking lumber, Store Use, etc.); is store properly executing programs?
Tutorial:
Reference: MyApron> My Departments> Asset Protection > Environmental (Fertilizer Bag Repair Program), Loss Prevention (Wooden Drywall Spacer Program) Reference: Weekly Accuracy Topic "Cull Goods - Processing Cull Items"
Print the Weekly Accuracy Topic entitled "Cull Goods - Processing Cull Items" and share/review with store leadership. (Located in MAPM routine tutorial.)
Utilize last week’s print packet and validate that all subclasses under “Weekly Damaged MD Tracking” have been marked down. If not, is the home for the product maintained with only sellable product? Does the store have an effective Cull program? (Bag Goods, Lumber, Pressure Treated)
If the store is not properly capturing commodity class markdowns, or if markdown prevention practices (noted above) are not in place, do not award credit for this question.
Notes:
Acc. -
[17] Rec.
Review Tag Deletion report; Do all items cataloged within the RTV system have an accurate final disposition and have "Lost" tags been properly researched with an explanation? Reference: MyApron> My Departments> D38/93 Freight and Receiving> CRTV> CRTV Reporting Tutorial: Reference: Weekly Accuracy Topic "Receiving - Deleted Tags"
Print the Weekly Accuracy Topic entitled "Receiving - Deleted Tags" and share/review with store leadership. (Located in MAPM routine tutorial.)
If a recent report is not available, print the Tag Deletion by accessing the store systems, Option #4 - Return to Vendor > Option #3 RTV Reports > Option #11 - Print Tag Deletion Report. Enter date > F6 > F6. Return to the store system's main menu, type SPOOL > Enter > select report by highlighting the row and hit enter to put an asterisk by it > F6 > Yes > select printer > Yes.
Pay special attention to items coded as "Lost", "S/O Resell at Full Price", and "Voided Transaction" to ensure those items have an accurate final disposition. Work to identify operational shrink and theft/fraud opportunities.
All research should be documented on the report and/or kept with the report. AP should be notified for assistance in researching "Lost" items. If no evidence of proper research is apparent or if shrink/theft opportunities exist, do not answer "yes" to this question. Document findings and action plan in the AP Business Walk notes.
Notes:
Acc. -
[18] Rec
Were there any unmatched or deleted store to store transfers (excluding non-store) from the previous week or opportunities with the overall transfer process? Reference: MyApron> My Departments> D93/38/4 Receiving Back End> Receiving> Store Transfers> Transfer System Training Guide Tutorial: Reference: Weekly Accuracy Topic "Receiving - Unmatched Store to Store Transfers"
Print the Weekly Accuracy Topic entitled "Receiving - Unmatched Store to Store Transfers" and share/review with store leadership. (Located in MAPM routine tutorial.)
Review store to store transfers and ensure the store is following up on outbound transfers older than 5 days. myApron > myWorkbench > Applications > Transfer System > Enter the 4 digit store number > Transfer Inquiry. Enter the 4 digit store number in "Sending Store" field and select the Transfer Status of "Shipped". Review transfers to store locations only. To review inbound transfers, enter the 4 digit store number of the store you are conducting the walk at in the "Receiving Store" field and select the Transfer Status of "Shipped". Review transfers to store locations only, ignoring .com, BORIS, and RLC.
Review store to store transfers and ensure the store is following up on inbound transfers older than 3 days. Enter the 4 digit store number in the "Receiving Store" field and select the Transfer Status of "Shipped". Review transfers to store locations only, ignoring .com, BORIS, and RLC.
Review the report for "Deleted" transfers to identify potential shrink and theft/fraud opportunities. Document findings and action plan in the AP Business Walk notes.
Notes:
Acc. -
[19] Rec.
Randomly select three (3) items >30 days from the RTV cage report; can all on-site items be physically located in Receiving/RTVs? Tutorial:
Reference: MyApron> My Departments> D38/93 Freight and Receiving> CRTV> CRTV Reporting Reference: Weekly Accuracy Topic "RTV Cage - Understanding the Flow of RTV Items" Print the Weekly Accuracy Topic entitled "RTV Cage - Understanding the Flow of RTV Items" and share/review with store leadership. (Located in MAPM routine tutorial.)
Print the RTV Cage Audit Report by accessing the store systems, Option #4 - Return to Vendor > Option #3 - RTV Reports > Option 6 - Print Cage Report. Filter the report to show only items older than 30 days and F6 to accept and send the detail and summary reports to spooler. Return to the store systems main menu, type SPOOL > Enter > select report by highlighting the row and hit enter to put an asterisk by it > F6 > Yes > select printer > Yes.
Physically locate 3 random or high theft items. If items are missing from the cage, identify the root cause and fix the issue. Are the items located offsite, lost, destroyed, etc.?
If you are unable to physically locate 3 items, or if evidence of shrink or theft/fraud is present, do not answer "yes" to this question. Document findings and action plan in the AP Business Walk notes.
Notes:
Acc. -
[20] Rec.
Select five (5) random items from the ZMA bin; Can all items be found on the ZMA Pending Manager Approval report and can five (5) random items from the report be located? Reference: MyApron> My Company> SOP US> INV 06-10 Markups and Markdowns Tutorial: Reference: Weekly Accuracy Topic "Markdowns - Understanding the ZMA Process"
Print the Weekly Accuracy Topic entitled "Markdowns - Understanding the ZMA Process" and share/review with store leadership. (Located in MAPM routine tutorial.)
Print today's Manager Pending Approval report (do not print the report until you are ready to review the question). From the store system main menu, select 17-Markup/Markdown Mst. Menu > Select 2- Markdown Reporting Menu > Select 6-Zero MD Pending Mgr. Report; the department selection defaults to ALL departments > press F6 > Create Report > print from spooler. Select the oldest five (5) items on the report and validate they can be physically located in the bin and ready for approval. If no items are in the bin, but items are listed on the report, research to determine if due to a recent ZMA entry and the item has not been brought back yet (award credit) or if items were thrown away prior to manager approval (no credit).
Randomly select three (5) items from the bin that are ready for approval (items may also be in the Central Storage Area) and validate that they are on the report. If less than five items are in the bin, review all available items. If no items are available to review, ensure there are no items listed on the Manager Pending Approval report and include the points in your score. If no items are in the bin, but items are listed on the report, research to determine if due to a recent ZMA entry and the item has not been brought back yet (award points) or if items were thrown away prior to manager approval. Review the current ZMA Manager Pending Approval report. Are any items over 24 hours (indicated by *) and can they be located? In absence of the ZMA Manager Pending Approval report, utilize the FIRST Phone to complete this question. Document findings and action plan in the AP Business Walk notes.
Notes:
Acc. -
[21] Inv.
Is the store processing and approving and capturing markdowns consistently with no "system" approved markdowns for the previous week? Reference: MyApron> My Company> SOP US> INV 06-10 Markups and Markdowns Tutorial: Reference: Weekly Accuracy Topic "Markdowns - Understanding the ZMA Process"
Print the Weekly Accuracy Topic entitled "Markdowns - Understanding the ZMA Process" and share/review with store leadership. (Located in MAPM routine tutorial.)
Ensure the store is processing items pending ZMA approval daily without any "SYSTEM" approved items. NOTE: Select items pending manager approval over 72 hours will be automatically approved by the system.
Access My Numbers Planner Page: My Apron> Applications> My Numbers Planner Page> My Numbers. Filter for Region/District/Store and Run Document. Controllable Drivers> Links> Last Week Markdown Detail. Select all departments and all reason codes for the store being walked and Export. Once the report populates use the PDF search function (CTRL+F) and search "SYSTEM". Identify any ZMA items that have an approver of "SYSTEM" indicating that the approving manager did not take proper action to approve or deny the pending MD.
Review items pending processing in the Central Storage area for evidence of markdowns. Store Systems> 17 MU/MD Mst. Menu> 3 Mkup-Mkdn File Inquiry> 7 Non-POS Transaction Dtl.> Enter Store # and SKU# to determine the last time the item was marked down. If no evidence of markdowns is present for items, do not answer "yes" to this question.
Document findings and action plan in the AP Business Walk notes.
Notes:
Acc. -
[22] MOR
Is the store executing the MOR, Accuracy Review, and Accuracy Action Plan programs correctly? Tutorial:
Reference: MyApron> My Departments> Asset Protection> Loss Prevention> Shrink Focus Program> MOR Meeting Roadmap
Review the Monthly Operations Meeting binder and meeting notes for the current and previous months; do not include the current week if in progress. Validate the meeting is being held and documented on a monthly basis. Validate completion of the monthly Meeting Roadmap to support execution of the monthly meetings.
All operational leads and designated merchandising DSs should attend this meeting, signing the Roadmap to document their attendance. The Asset Protection Manager should attend when possible (APM attendance is mandatory in APM Staffed stores). If any attendee is not present at the meeting, there must be an approved excuse (sick, vacation, LOA) documented on the meeting notes and a representative from the department must be present at the meeting in order to receive credit. Not being scheduled for a meeting is not an approved excuse.
Select 1 ASM and ask them to review their Accuracy Action Plans for all of their departments. Ensure the Accuracy Plan is current and being executed. Review the Accuracy Action plan with the SM and ensure that the plan is current, updated, pertinent, and being executed and that there is quarterly follow-up by the DM.
Notes:
Review the MOR program details and roadmap for best practices on how to conduct a successful meeting.
Acc. -
[23] MOR
Have SMART game plans been submitted and properly resolved for any department where areas of opportunity were identified over multiple weeks in the Accuracy Review ? Tutorial: Reference: MyApron> My Departments> Asset Protection> Loss Prevention> Shrink Focus Program Game plans should be developed for all departments where opportunities continue to exist over multiple weeks. Validate that game plans have been submitted where required. SMART game plans must be created for areas of opportunity as identified by the Accuracy Reviews completed in the previous four weeks. Verify that the written game plans for the previous month have been executed by walking the game plan action items for completion and validation. Game plans must include tasks assigned to a specific associate and due dates for the tasks to be completed by. Game plans must be completed by the due date; otherwise, an explanation must be provided, and the game plan will be carried over to the next Accuracy Review.
Ensure every department has turned in a worked Accuracy Review Worksheet for the previous and current month. Game plans should follow the SMART model: Specific, Measurable, Actionable, Realistic and Timely. Verify that game plans written since the last MOR have been executed by walking the game plan action items for completion and validation. Game plans should not be repeated or focus on the same root cause if the previous game plan did not yield the desired improvement. Verify that the applicable ASM has followed up on deficient areas to ensure game plans have been executed by the next Monthly Operations Review (MOR). If the store is meeting all criteria above, award credit for this question. If the DS identified a loss, ensure corrective action has been taken. i.e. Partnership with AP, associate training, OH adjustments, etc.
Notes:
[24] AP - T/F Review chargeback and cash over/short expense lines; is proper follow-up occurring to address on a timely basis? Tutorial:
Reference: MyApron> My Workbench> Applications> Finance> BW financial reporting/planning Reference: My Apron> My Workbench> Applications> Vault> Over/Short Trend & Vault Balancing System Reference: Weekly Accuracy Topic "Cash Over/Short - How to Manage"
Print the Weekly Accuracy Topic entitled "Cash Over/Short - How to Manage" and share/review with store leadership. (Located in MAPM routine tutorial.)
Review Cash Over/Short for accuracy. Utilize the P&L Toolbox and Cash Over/Short Trend report. Do all cash shortages have proper follow up to include retraining and theft/fraud research? Login to Vault Balancing System, have all over/short research tasks been completed within 48 hour? Discuss findings with the OAM and develop a game plan for timely follow-up to cash over/shorts. Review Chargebacks for accuracy. Have all chargeback requests been replied to in a timely manner and has proper training occurred?
Notes:
AP -
[25] Sec.
Are all alarm system perimeter points armed within 60 minutes of closing and is the alarm call list current? Reference: Securitas - AP Sharepoint> Field Team Documents> AP Resources & Technology> 2017 BA Transition Tutorial: Reference: Tyco Data Source - myApron> MyDepartments> Asset Protection> Security & Technology> Alarms.
Review a two (2) week timeframe from the previous two (2) months. Utilize Tyco Data Source or Securstat to identify and locate the information needed to answer this question.
Per SOP SAF 09-10: Security, alarm points must be armed within 60 minutes of store closing and remained armed during nonbusiness hours while associates are in the building with exception of bypassing and disarming to perform critical operational tasks such as receiving, for customers to exit the building, or for associates to exit or enter the building. Review for any shunted points. NOTE: If the alarm does not activate, two members of the closing team must remain in the store until the problem is resolved. Call Atlanta SSC BROKN line, ext. 27656. If Building Services cannot respond to the work order, contact your MAPM for direction and approval to bypass alarm points. Up to two points per group can be bypassed except for the vault group which can never be bypassed. The alarm should remain on throughout the night.
Conduct an overnight "activity scan" using CCTV. Focus on entrances/exits, receiving, Tool Corral, and any other high theft/high risk areas. If there is theft/fraud opportunity, open an internal investigation. Notify
[email protected] and award credit if the store is executing the alarm process properly.
Validate that the store has submitted a work request through Fixit for any points that have been shunted, forced, bypassed or show trouble due to repairable burglar alarm service needs. Note the date and ticket number for any service requests in the AP Business Walk notes.
Notes:
Acc. -
[26] Rec.
Review the RTV Credit Process to include the D30 moulding credit process; Is the store properly executing the process and is there evidence of vendor credits received on the store Purchase Journal? Reference: My Apron> My Departments> D38/93 Freight & Receiving> Receiving Standards and Tutorial Tutorial: Reference: Weekly Accuracy Topic "Receive It - Tracking Vendor Credits"
Print the Weekly Accuracy Topic entitled "Receive It - Tracking Vendor Credits" and share/review with store leadership. (Located in MAPM routine tutorial.) Validation of one entire RTV credit must be completed monthly by the D30 Department Supervisor. The DS must Instruct the Receiving associate not to dispose of one moulding RTV credit per month. The supplier does not have to be present for the audit. The DS should take the cart with the moulding to an empty register that is in training mode and scan each piece of moulding and place onto another cart (items should be scanned, not hand keyed; you can identify this by looking at the training receipt. If UPCs are visible on the receipt, then they were scanned. If SKUs are visible on the receipt, they were hand keyed). They should then total out the transaction and save the register receipt and record their results in the Commodity Moulding Audit Results worksheet. Register receipts in training mode must be available for the monthly moulding audit. Materials should be filed in RTVs and reviewed with the vendor on the next visit to obtain adjustments for identified discrepancies. The moulding audit binder should be kept in a consistent location (i.e. in Receiving, at D30 desk, etc.) Reference SOP MER D30-15. If the store is following this process, award points for this question. Compare credits received to the RTV worksheet on the P.J. Review Vendor Credits (keys, molding, pallets, etc.) Verify canceled Direct Ship Orders have been credited.
Notes:
Acc. -
[27] FE
Select three (3) random entries of clearance SKUs on the Zero Comm. Are cashiers properly utilizing the cull and clearance SKUs and was required retraining documented? Reference: My Apron> My Departments> D90 Front End> Resources> Zero Comm Processing Instructions Tutorial: Reference: My Apron> My Company> SOP US> Store Wide> INV 06-10 Markups and Markdowns Reference: Weekly Accuracy Topic "Zero Comm - Proper Use of Zero Retail SKUs" Randomly select three (3) cull SKU entries from the Zero Comm report within the last two weeks. Review each transaction via CCTV and validate the cashier is accurately utilizing the clearance SKU (i.e. description of item appears to match what is observed via CCTV. Validate that descriptions were utilized when ringing up the clearance SKU. The report should be completely filled out in a timely manner with corrective re-training actions taken when applicable for improper SKU use, missed markdowns and incomplete information captured at POS. Re-trained cashiers should initial the report. Partner with the store if additional training is necessary.
Notes:
[28] EH&S
Print the Weekly Accuracy Topic entitled "Zero Comm - Proper Use of Zero Retail SKUs" and share/review with store leadership. (Located in MAPM routine tutorial.) Ensure missed markdowns are corrected and control numbers documented.
Have you completed the quarterly MAPM EH&S Core 4 Walk for the store? Tutorial: Notes:
Reference: AP on the Go> Field Tools> Core4 Reference: https://thd-ap.com/ap/SsoMain.aspx MAPMs must complete the EH&S Core 4 Walk in each of their assigned stores on a quarterly basis. The Core 4 Walk should be completed early in the quarter, similarly to the AP Business Walk in order to gauge progress throughout the quarter. The walk can be completed on the same day as the Quarterly AP Business Walk or separatly. Use the notes section to enter the date the EH&S Core 4 Walk was completed by the MAPM in the store. If the walk has not been completed yet, enter the date the walk is scheduled in the notes section. Use the following link to enter the Core 4 Walk: https://thd-ap.com/ap/SsoMain.aspx
Recap Notes:
