PDF template
O-licence undertakings checklist.
A checklist of the undertakings given on an operator licence, with the evidence that demonstrates each one is being kept.
This is the paper version. FleetOptix does the same job on a phone, with the record filed against the vehicle or the driver automatically.
What is on the sheet
- Each undertaking, in the terms the licence gives it
- The record that evidences it in practice
- Who holds that record and where it lives
- A self-audit column, for a date and an initial
Why this record matters
The undertakings are the licence. Everything a Traffic Commissioner asks at a public inquiry comes back to whether the promises made at application are being kept, and the operator's difficulty is rarely disagreement with them — it is being unable to show, document by document, that they are met.
Working through them as a list is uncomfortable in the useful way. The undertakings that cannot be evidenced are usually obvious within an hour, and they are the ones worth fixing first.
Use it with
- DVSA maintenance investigation prepA preparation checklist for a DVSA maintenance investigation, covering the records to assemble, the period they should span and the gaps worth finding first.
- Public inquiry prep checklistA preparation checklist for an operator called to a public inquiry, covering the evidence to assemble and the questions to be ready to answer.
- Roadworthiness guide summary checklistA summary checklist drawn from the Guide to Maintaining Roadworthiness, for operators auditing their own maintenance arrangements against it.
Read more on this
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Contains public sector information licensed under the Open Government Licence v3.0. General guidance, not legal advice. Checked October 2026.