Circle K Day 2 Onsite Checklist
Customer and Installation Information
Section 1 of 2

Customer SSCS #:*

Customer SSCS #:*

Site #*

Site #*

Circle K Store #*

Circle K Store #*

Trainee Name*

Trainee Name*

SSCS Tech*

SSCS Tech*

Date*

Date*

Start Time*

Start Time*

End Time*

End Time*

Tech Signature*

Tech Signature*

By typing your name here, you offer your signature that the information in this form is accurate to the best of your knowledge.

Did you encounter any problems during this training session? If so, describe them below. (optional)

Did you encounter any problems during this training session? If so, describe them below. (optional)

Checklist

Go over all setup in CDB.

Go over all setup in CDB.

Answer any questions or concerns they may have.

Answer any questions or concerns they may have.

Work with them on any new DSD, EDI or CAO.

Work with them on any new DSD, EDI or CAO.

Demonstrate what to do if issues occur with price or item not scanning.

Demonstrate what to do if issues occur with price or item not scanning.

Work with them on using the functionality of Item Adjustment.

Work with them on using the functionality of Item Adjustment.

Continue to assist with any questions or functions needed at the site.

Continue to assist with any questions or functions needed at the site.

Go over all methods of price changes.

Go over all methods of price changes.

Go over all methods of reorders.

Go over all methods of reorders.

Go over how to set up Item Groups and Promotions.

Go over how to set up Item Groups and Promotions.

Complete all mapping for the poller.

Complete all mapping for the poller.

Set up cost by margin for every department.

Set up cost by margin for every department.

Set Header Date to day prior to the first day of business.

Set Header Date to day prior to the first day of business.

Back up, end shift, end month, end year.

Back up, end shift, end month, end year.

Set up the poller to post the period to the appropriate book date.

Set up the poller to post the period to the appropriate book date.

Set up End of Day cutoff time to be 2 hours after day close on the register.

Set up End of Day cutoff time to be 2 hours after day close on the register.

Set up the CDB scheduled task to post one hour after the cutoff setup time.

Set up the CDB scheduled task to post one hour after the cutoff setup time.

Help them prepare the needed paperwork for Day 3 training, and instruct them to scan any Delivery for Day 3.

Help them prepare the needed paperwork for Day 3 training, and instruct them to scan any Delivery for Day 3.