FFieldVisit

Checklist · ATM & Branch Site Audits

ATM & Branch Site Audits Checklist: Every Point Your Field Team Should Cover

A ready-to-use aTM & Branch Site Audits checklist with evidence requirements and completion rules.

4 min read · By the FieldVisit operations team

ATM & Branch Site Audits

Short answer

What should a aTM & Branch Site Audits checklist include?

ATM & Branch Site Audits is a field service in which a trained team checking ATMs, kiosks and branches for working status, cleanliness, branding, signage and basic security observations. You share the locations and instructions; the team completes the visits, the evidence is reviewed, and you receive one consolidated report.

At a glance

What this covers
Every checklist point and its evidence rule
Division
Business field services · Site Services
Checklist points
5 standard checks
Report outputs
4 deliverables
Coverage
Mumbai, Thane, Navi Mumbai, Panvel
Read time
4 min

What you will learn

  • Core checklist — 5 steps, in the order a field team works through them
  • Evidence rules — 4 points you can lift straight into your own brief
  • Turning the checklist into a field form — 5 steps, in the order a field team works through them

Core checklist

  1. Machine operational status — photograph or record proof
  2. Kiosk cleanliness and lighting — photograph or record proof
  3. Branding and signage — photograph or record proof
  4. CCTV and guard presence observed — photograph or record proof
  5. Notices and helpline displayed — photograph or record proof

Evidence rules

  • Every photo carries the job ID and location ID
  • Wide shot for context plus close-up for detail
  • Time and location stamp kept on the file
  • Unclear or missing evidence triggers a revisit

Turning the checklist into a field form

  1. One question per line for each of the 5 points, with a fixed answer format
  2. A mandatory photograph against the points that decide the outcome, starting with machine operational status
  3. A remarks box for anything the checklist does not cover
  4. An outcome code at the end of the form
  5. Job ID and location ID pre-filled rather than typed on site

When is a visit counted as complete?

A visit is complete only when every checklist item has an answer and the required evidence. Visits that could not be completed are marked inaccessible, with the reason, and sent to you for a revisit decision.

What you receive

  • Site-wise audit checklist
  • Geo-tagged photographs
  • Issue and downtime log
  • Network summary score

What to share before the visits

  • Location list with addresses and contact names
  • Checklist or instructions
  • Required photographs and evidence
  • Reporting deadline and format

Key takeaways

  • An aTM & Branch Site Audits checklist is only useful when each of the 5 points has one fixed answer format and a matching piece of evidence.
  • The checklist runs from machine operational status to notices and helpline displayed, with evidence recorded against the points that decide the outcome.
  • You receive 4 outputs: Site-wise audit checklist, Geo-tagged photographs, Issue and downtime log, Network summary score.
  • Photographs are geo-tagged and time-stamped, every submission is reviewed by a supervisor and a random sample is back-checked — which is what makes a site services record worth quoting internally.
  • Visits run across Mumbai City, the Western and Eastern Suburbs, Thane, Navi Mumbai and Panvel, and assignments typically start within one to three working days of a complete brief.

What to do next: turn the checklist into a brief

A checklist becomes an assignment the moment it has fixed wording, an evidence rule against each point and a location list behind it.

01

Freeze

Lock the wording of every point

Field staff answer exactly what is written. Keep all 5 points to one question with one answer format, including notices and helpline displayed.

02

Evidence

Attach a photo rule to each point

A wide shot for context and a close-up for detail, both carrying the job ID and location ID so the file can be matched later.

03

Send

Pair it with the location list and deadline

Send the checklist together with location list with addresses and contact names, checklist or instructions, required photographs and evidence, reporting deadline and format — that is a complete brief, with nothing left to chase.

Before you send it

Starting atm & branch site audits

Assignments typically start within one to three working days of a complete brief, depending on volume and spread.

Share a brief and location list

Frequently asked questions

What should a aTM & Branch Site Audits checklist include?

ATM & Branch Site Audits is a field service in which a trained team checking ATMs, kiosks and branches for working status, cleanliness, branding, signage and basic security observations. You share the locations and instructions; the team completes the visits, the evidence is reviewed, and you receive one consolidated report.

Which areas do you cover for aTM & Branch Site Audits?

Mumbai City, the Western and Eastern Suburbs, Thane, Navi Mumbai and Panvel, with local field teams in each area.

How fast can aTM & Branch Site Audits start?

Most assignments start within one to three working days of receiving a complete brief, depending on volume and spread.

What evidence will I receive?

Site-wise audit checklist and Geo-tagged photographs, matched to a unique job and location ID.

Ready to brief your field visits?

Share the scope — we'll come back with routes, timelines and a clear quote.

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