Checklist template

Jewelry store opening and closing procedures

A ready-to-use checklist with 111 items in 6 sections, covering Opening security, Case setup, Counts, Closing and vaulting, Alarm, Logs. Use it as-is in InspectLoop, or adapt it to your own standards in minutes.

  • 6 Sections
  • 111 Items
  • 92 Yes / No checks
  • 6 Scored ratings
  • 122 Points

Use this template How audits work

1. Opening security 17 items

  1. Two employees were present for today's opening; nobody opens alone Yes / No 1 pt
  2. One employee looks over the outside of the store (doors, windows, parked vehicles) while the other waits at a distance Yes / No 1 pt
  3. The first employee gives an agreed all-clear signal before the second employee enters Yes / No 1 pt
  4. The entrance is locked again behind the employees until opening time Yes / No 1 pt
  5. The back room, the washroom and the ceiling are checked for signs of entry before the safe is opened Yes / No 1 pt
  6. The safe is opened only after the interior check, with the entrance locked Yes / No 1 pt
  7. The time-delay lock on the safe is in use and has not been bypassed Yes / No 1 pt
  8. The safe combination and the safe key are held by different people, where company policy requires dual control Yes / No 1 pt
  9. Nobody is let in before opening time, including people presenting themselves as vendors, technicians or police, until the manager has verified them by phone Yes / No 1 pt
  10. Store keys carry no tag naming the store or its address Yes / No 1 pt
  11. Showcases are set up before the gate or shutter is raised Yes / No 1 pt
  12. Every camera shows a live image on the monitor at opening Yes / No 1 pt
  13. Recent crime alerts from the company or a jewelers' security network are posted in the back room Yes / No 1 pt
  14. The employee asked could state the duress signal used when an opening goes wrong Yes / No 1 pt
  15. Names of the two employees who opened today Short text
  16. Time the first employee entered today Short text
  17. Opening security practiced today Rating
    • Two people and every step followed 5 pts
    • Two people but steps skipped 3 pts
    • Opened alone or safe opened early 1 pt

2. Case setup 20 items

  1. Trays are carried from the safe to the showcases no more than two at a time Yes / No 1 pt
  2. No tray is left on a counter unattended during setup Yes / No 1 pt
  3. Trays are numbered Yes / No 1 pt
  4. A case map shows which tray number goes in which showcase position Yes / No 1 pt
  5. Each tray is in the showcase position given on the case map Yes / No 1 pt
  6. Sold or reserved pieces are not set out in the showcases Yes / No 1 pt
  7. Each showcase is locked as soon as its trays are in Yes / No 1 pt
  8. Showcase keys are issued from the key box only after the alarm is disarmed and the interior check is done Yes / No 1 pt
  9. Loose diamonds, large bridal pieces and high-value watches are displayed away from the entrance Yes / No 1 pt
  10. The window holds only pieces within the value limit set by company policy Yes / No 1 pt
  11. A piece found at setup with a loose stone or a broken clasp is pulled from display and reported Yes / No 1 pt
  12. Showcases are cleaned before the trays go in, so no case is opened twice Yes / No 1 pt
  13. Each showcase lock is tried as working before its trays go in Yes / No 1 pt
  14. Trays not displayed today stay in the safe, not in the back room Yes / No 1 pt
  15. Window displays are filled only after the interior showcases are set and locked Yes / No 1 pt
  16. The employee setting up the cases stays in view of the second employee at all times Yes / No 1 pt
  17. Each selling station has a counter pad and a mirror Yes / No 1 pt
  18. Setup was finished before opening time today Yes / No 1 pt
  19. Minutes taken to set up the showcases today Number
  20. Showcase presentation at opening Rating
    • Complete, clean and mapped 5 pts
    • Complete with minor flaws 3 pts
    • Incomplete at opening time 1 pt

3. Counts 19 items

  1. The number of trays taken out of the safe this morning equals the number vaulted last night, per the safe log Yes / No 1 pt
  2. Each tray has a count card stating how many pieces it should hold Yes / No 1 pt
  3. The count card travels with its tray from the safe to the showcase and back Yes / No 1 pt
  4. Trays are counted at a counter in view of a camera Yes / No 1 pt
  5. Pieces being shown at closing time are returned to their trays before the closing count starts Yes / No 1 pt
  6. The count card is updated at the time a piece is sold Yes / No 1 pt
  7. A piece moved from one tray to another during the day is recorded on both count cards Yes / No 1 pt
  8. Diamond showcases are recounted at each change of shift Yes / No 1 pt
  9. The incoming shift signs for the diamond showcases it takes over Yes / No 1 pt
  10. Register floats are counted by two employees at opening Yes / No 1 pt
  11. Each register float equals the amount set by company policy Yes / No 1 pt
  12. Unissued gift cards are counted at closing and locked away Yes / No 1 pt
  13. The cash count and the deposit are prepared after the trays are vaulted, not while trays are out Yes / No 1 pt
  14. The deposit bag number is recorded in the closing log Yes / No 1 pt
  15. Spare count cards and empty-slot markers are stocked at the safe Yes / No 1 pt
  16. Trays taken out of the safe this morning Number
  17. Minutes taken by the opening count today Number
  18. Shift-change recounts of the diamond showcases recorded in the last 7 days Number
  19. Counts built into today's opening and closing Rating
    • Every tray tallied and every shift change recounted 5 pts
    • Trays tallied but shift recounts skipped 3 pts
    • Trays moved without a tally 1 pt

4. Closing and vaulting 20 items

  1. Trays are pulled only after the last customer has left and the entrance is locked Yes / No 1 pt
  2. Two employees remain in the store until the alarm is set Yes / No 1 pt
  3. A written list states which categories go to the safe at night and which may stay in the showcases Yes / No 1 pt
  4. Every piece that the list sends to the safe was vaulted last night Yes / No 1 pt
  5. Trays are stacked in the safe so the door closes without forcing Yes / No 1 pt
  6. Each showcase and the drawers beneath it are checked empty with the lights on Yes / No 1 pt
  7. Window displays are emptied or shuttered Yes / No 1 pt
  8. Repair envelopes and special orders awaiting pickup are placed in the safe before it is locked Yes / No 1 pt
  9. The safe is not left open while employees go back to the sales floor for more trays Yes / No 1 pt
  10. Cash and deposits are locked in their own compartment Yes / No 1 pt
  11. The safe door is closed, the dial is spun and the handle is tried Yes / No 1 pt
  12. A second employee confirms that the safe is locked Yes / No 1 pt
  13. Showcase lights are switched off, and the store lights are left on as company policy states for night visibility Yes / No 1 pt
  14. Emptied showcases are left locked, or open to show they are empty, as company policy states Yes / No 1 pt
  15. Trash is checked for pieces, tags and envelopes before it leaves the store Yes / No 1 pt
  16. Trash is taken out before closing, never after dark by one person Yes / No 1 pt
  17. The back door is not opened after closing time Yes / No 1 pt
  18. Employees leave together and watch each other reach their vehicles Yes / No 1 pt
  19. Minutes between locking the entrance and leaving the store last night Number
  20. Vaulting at closing Rating
    • Everything vaulted and double-checked 5 pts
    • Vaulted without a second check 3 pts
    • Merchandise left out contrary to the list 1 pt

5. Alarm 18 items

  1. Each keyholder has a personal alarm code; no code is shared Yes / No 1 pt
  2. The list of active alarm codes contains no former employees Yes / No 1 pt
  3. The alarm report shows that every zone was armed last night, with none bypassed Yes / No 1 pt
  4. The safe has its own alarm sensor Yes / No 1 pt
  5. A hold-up button is within reach of each selling station and the office Yes / No 1 pt
  6. Hold-up buttons are tested on the schedule set by the alarm company Yes / No 1 pt
  7. Date of the last hold-up button test Date
  8. The alarm company's call list shows current keyholders and phone numbers Yes / No 1 pt
  9. The store's opening and closing hours are on file with the alarm company, so that an off-hours opening triggers a call Yes / No 1 pt
  10. Late-to-close and early-open alarm events in the last 30 days have a written explanation Yes / No 1 pt
  11. Motion sensors are not blocked by displays, signs or stock Yes / No 1 pt
  12. Keyholders asked know to wait for police outside and never enter alone after an alarm Yes / No 1 pt
  13. Keyholders asked know their duress code Yes / No 1 pt
  14. Cameras cover the entrance at face height, every line of showcases and the safe Yes / No 1 pt
  15. The video recorder is in a locked room or cabinet Yes / No 1 pt
  16. Recorded video goes back at least the number of days set by company policy Yes / No 1 pt
  17. False alarms in the last 30 days Number
  18. Alarm and camera readiness Rating
    • All tested and current 5 pts
    • Working but tests or lists out of date 3 pts
    • Faults or shared codes 1 pt

6. Logs 17 items

  1. The opening and closing log shows the times and both employees' initials for each of the last 14 days Yes / No 1 pt
  2. The safe log shows who opened and who locked the safe each day Yes / No 1 pt
  3. Alarm opening and closing times in the alarm report match the times in the opening and closing log Yes / No 1 pt
  4. Vendors and technicians sign the visitor log, with their identification checked Yes / No 1 pt
  5. Visitors to the back room are escorted at all times Yes / No 1 pt
  6. Suspicious persons and incidents are written in an incident log with descriptions Yes / No 1 pt
  7. Bank deposit receipts for the last 30 days are kept with the closing log Yes / No 1 pt
  8. The alarm test log is up to date Yes / No 1 pt
  9. A weekly camera check, including playback, is recorded Yes / No 1 pt
  10. An opening or closing by one employee in an emergency is logged with the reason and the manager's approval Yes / No 1 pt
  11. Logs are kept in the locked office, not at the counter Yes / No 1 pt
  12. The manager initials the logs every week Yes / No 1 pt
  13. Days in the last 14 with a missing opening or closing entry Number
  14. Date of the last district manager review of the logs Date
  15. Name of the store manager Short text
  16. Overall opening and closing discipline Rating
    • Followed every day 5 pts
    • Followed with gaps 3 pts
    • Not followed 1 pt
  17. Corrective actions required Comments

About this template

This checklist is part of the InspectLoop template library. Yes / No checks score 1 point when met; ratings score the points shown for each option. The overall score is the percentage of points earned, with N/A answers excluded. In InspectLoop you can add photos, assign corrective actions, require sign-off and compare results across sites.

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