Mailroom Operations Checklist

Ensure mailroom efficiency & compliance! Download our comprehensive Mailroom Operations Checklist - a vital tool for Facility Managers. Streamline mail handling, security, and more. Free checklist!

This Template was installed 2 times.

Mail Acceptance & Sorting

1 of 8

Tasks related to receiving incoming mail and packages, and initial sorting.

Time Mail Received

Number of Incoming Mailpieces

Number of Incoming Packages

Mail Carrier Type

Special Handling Required?

Notes on Incoming Mail (Damage, Unusual Items)

Delivery Point for Undeliverable Mail

Date of Receipt

Mail Distribution

2 of 8

Processes for delivering mail and packages to intended recipients within the facility.

Number of Mailboxes/Recipient Locations

Distribution Method (Manual/Automated)

Scheduled Distribution Time

Notes on unusual delivery instructions (e.g., specific access codes)

Key Drop-off Location (if applicable)

Confirmation of Delivery (Required?)

Departments Receiving Mail

Last Distribution Route Review Date

Outgoing Mail Processing

3 of 8

Tasks related to preparing and dispatching outgoing mail and packages.

Time Mail Prepared for Carrier

Number of Large Packages (over 10 lbs)

Total Number of Letters/Small Packages

Shipping Method Used (if applicable)

Specify 'Other' Shipping Method (if selected)

Postage Used (Total)

Confirmation/Tracking Used?

Receipt Image (if applicable)

Date Mail was Dispatched

Security & Access Control

4 of 8

Measures to ensure the security of mail and packages, and control access to the mailroom.

Mailroom Access Granted to?

Number of Authorized Personnel with Mailroom Access

Type of Access Control System Used?

Last Review of Access List

Summary of Security Incident Log (if any)

Procedure for Handling Suspicious Packages?

Security Camera Footage Review (if applicable)

Last perimeter check for mailroom area

Equipment Maintenance & Operation

5 of 8

Ensuring mailroom equipment (scales, postage machines, sorters) are functioning correctly.

Last Postage Machine Maintenance

Postage Machine Meter Reading

Notes from Postage Machine Maintenance (if applicable)

Scale Calibration Reading (Weight)

Last Scale Calibration Date

Sorter Operational Status

Description of Sorter Issues (if any)

Status of Shredder

Inventory Management & Supplies

6 of 8

Tracking and replenishment of mailroom supplies (envelopes, labels, postage).

Current Quantity of Standard Envelopes

Current Quantity of Legal Envelopes

Current Quantity of Bubble Mailers (Various Sizes)

Current Quantity of Shipping Labels

Current Quantity of Postage Stamps

Current Quantity of Moving Boxes (Small/Medium/Large)

Preferred Shipping Carrier (for supplies)

Date of Last Supply Order

Notes on Supply Levels or Upcoming Needs

Waste Disposal & Recycling

7 of 8

Proper disposal of mailroom waste, including confidential documents and packaging materials.

Quantity of Confidential Shredding Bags

Number of Cardboard Boxes Recycled

Weight of Recycled Paper (lbs/kg)

Recycling Bin Status (Full/Partial/Empty)

Confidential Waste Disposal Method

If 'Other' Disposal Method Selected, Please Explain

Last Waste/Recycling Pickup Date

Waste Disposal Manifest (if applicable)

Record Keeping & Documentation

8 of 8

Maintaining accurate records of mail volume, postage costs, and other relevant data.

Total Incoming Mail Volume (Daily)

Total Outgoing Mail Volume (Daily)

Postage Expenses (Daily)

Date of Mail Log Entry

Time of Mail Log Entry

Notes on Unusual Mail Events (e.g., damaged mail, security concerns)

Method of Postage Calculation (for auditing)

Scanned Copy of Postage Manifest (if applicable)

Description of Mail Retention Policy Adherence (if applicable)

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