Chapter 7: Shift Procedures and Reporting

Welcome: How you close a shift is just as important as how you open one. This chapter covers the three end-of-shift responsibilities every petrol attendant must execute accurately: a clean handover, a correct cash-up, and proper incident documentation.

What You Will Cover

• Topic 1 — The Shift Handover: What information must be communicated to the incoming attendant, how to complete a handover checklist, and why an incomplete handover creates risk for everyone.
• Topic 2 — Reconciling and Cash-Up: The step-by-step process for counting the till, reconciling against POS totals, completing the cash-up sheet, and handling discrepancies.
• Topic 3 — Incident Reporting: What qualifies as a reportable incident, how to complete an incident report, and why accurate reporting protects you legally.
• Video Lecture: A practical walkthrough of shift reconciliation and cash-up procedures from start to finish.

What to Watch For

• ⚠️ A rushed handover is a liability — the topic details what must be communicated verbally versus what must be written down and signed off.
• ⚠️ Small cash discrepancies must still be reported — watch how the cash-up topic handles both overages and shortages, and why both matter equally.
• ⚠️ Incident reports must be completed on the same shift they occur — the reporting topic explains what happens when documentation is delayed or incomplete.