Accompanied Engineer Evaluation.

• Site conducted

  Select

• Accompanied audit conducted by

• Engineer Name

• Conducted on

  Date
• Location
  Address

PPE Audit

• Audit the engineer PPE indicate the items in their possession.

  Select Safety Shoes Hard Hat Bump Cap Safety Spectacles High Vis Jacket Cut resistant Gloves Electrical Lock Off Boilersuit

  • Safety Shoes
  • Hard Hat
  • Bump Cap
  • Safety Spectacles
  • High Vis Jacket
  • Cut resistant Gloves
  • Electrical Lock Off
  • Boilersuit

• Are any Items of PPE missing or need replacing?

  YES

  NO

• Enter the required PPE and create a follow up task to replace

Engineer Visual Impact

• Does the engineer's personal appearance meet the expected standard

  YES

  NO

• Which specific issues are considered to be below standard?

  Uniform

  Personal grooming

  Appearance general

  Vehicle condition

• Record detail of the below standard issues.

• Is the engineers Vehicle in a clean state both inside and out?

  YES

  NO

• IT IS A COMPANY REQUIREMENT THAT ANY VEHICLE IS KEPT CLEAN AND SERVICED, FAILURE TO DO THIS COULD LEAD TO DISCIPLINARY ACTION AND COSTS FOR REPAIR CAN BE LEVIED TO THE USER.

• Has the engineer carried out routine checks of the Tyres, Oil Level, lights and Windscreen Wash Level?

  YES

  NO

• IT IS A COMPANY REQUIREMENT THAT ANY VEHICLE IS KEPT CLEAN AND SERVICED, FAILURE TO DO THIS COULD LEAD TO DISCIPLINARY ACTION AND COSTS FOR REPAIR CAN BE LEVIED TO THE USER.

• Has the vehicle been serviced in-line with the service schedule?

  YES

  NO

• IT IS A COMPANY REQUIREMENT THAT ANY VEHICLE IS KEPT CLEAN AND SERVICED, FAILURE TO DO THIS COULD LEAD TO DISCIPLINARY ACTION AND COSTS FOR REPAIR CAN BE LEVIED TO THE USER.

Administration records:

• Has the engineer submitted weekly Overtime Claims consistently and accurately

  YES

  NO

• WEEKLY TIME SHEETS ARE REQUIRED TO ENSURE OPEX IS ACCURATELY MONITORED AND CONTROLLED WITHIN THE CHANNEL BUDGET, DELAYED CLAIMS MAY NOT BE RECOGNISED FOR PAYMENT AT THE DISCRETION OF THE CHANNEL SERVICE MANAGER.

• Has the engineer submitted an Expense Claim in the last 2 months?

  YES

  NO

• PLEASE TAKE NOTE THAT THE FINANCE DEPARTMENT WILL NOT CONSIDER CLAIMS VALID WHEN THEY ARE IN EXCESS OF 2 CALENDAR MONTHS OLD, IT'S A REQUIREMENT THAT ALL EXPENSE CLAIMS ARE SUBMITTED WITH VAT RECEIPTS IN A TIMELY MANNER.

Training and Development Records

• Have you completed any training since the last review, Technical, Systems, H&S, interpersonal skills.

  Select Technical H&S System None Interpersonal Skills

  • Technical
  • H&S
  • System
  • None
  • Interpersonal Skills

• Record the Format of Training

  Select Academy Course Workshop Training On-Line knowledge

  • Academy Course
  • Workshop Training
  • On-Line knowledge

• Have you logged into Performance Plus within the last month and updated the personal Training Matrix

  Yes

  No

  N/A

Onsite Protocol Adherance.

• Job Type observed

  Select Installation Repair Preventative Maintenance Health Check Training

  • Installation
  • Repair
  • Preventative Maintenance
  • Health Check
  • Training

• Does the engineer consistently prepare for installation specific activities

  Demonstrated

  Not Demonstrated

  Not Observed

• Has the engineer reviewed the scheduled WO detail.

  YES

  NO

• Has the "Call Ahead" been completed prior to scheduled visits?

  Demonstrated

  Not Demonstrated

  Not Observed

• Has the engineer reviewed the account history and any site specific requirements?

  YES

  NO

• Did the engineer sign in and liaise with the site contact to qualify the scope of work & production restrictions?

  YES

  NO

• Did the engineer prepare the work area & assess the specific application

  YES

  NO

• Did the engineer assess / confirm the billing type?

  YES

  NO

• Did the engineer have the correct tools and spares available?

  YES

  NO

• Did the engineer have sufficient knowledge and experience?

  YES

  NO

Intervention Report Quality and feedback.

• Audit a recent Service Report with the engineer, discuss the accuracy and quality of the report and the benefit of submitting reports with good data and detail

• Record the WO number and customer account name.

• Has the call ahead protocol been followed

  Yes

  No

  N/A

• Is the engineer aware of the objectives and benefits for completing the Call Ahead?

  YES

  NO

• Has the engineer included reference to the Generic Risk Assessment or attached a Dynamic RA.

  Yes

  No

  N/A

• REFERENCE TO RAM'S WITHIN ALL CUSTOMER SERVICE REPORTS IS A BUSINESS REQUIREMENT.

• Was a Customer Signature captured on the Service Report.

  Yes

  No

  N/A

• A SIGNATURE FROM THE CUSTOMER REPRESENTATIVE IS CRUCIAL FOR THE BUSINESS TO LEGALLY INVOICE AGAINST THE T&M LINES

• Does the work description include fluid type and batch numbers for each CIJ printer worked on?

  Yes

  No

  N/A

• Fluid Type and batch numbers are crucial to our ability to record trends or batch issues, it's important the details are populated within the Service Report for our records.

• Does the work description include details of the RCA approach and is the text sufficient to explain the work completed to resolve the issue

  Yes

  No

  N/A

• THE ROLE OF THE SERVICE ENGINEER IS TWO FOLD, IT'S AN EXPECTATION OF THE ROLE THAT A SUCCESSFUL REPAIR WILL BE CONDUCTED, ADDITIONALLY DOCUMENTING THE DIAGNOSIS AND IDENTIFYING REVENUE OPPORTUNITIES IS ESSENTIAL TO SUPPORT THE EFFICIENT, EFFECTIVE USE OF CUSTOMER FACING TIME AND DRIVE THE DIFFERENTIATION OF OUR BUSINESS.

Commercial Activity

• Has the engineer recorded business intelligence?

  YES

  NO

• Has the engineer recorded leads for capitol equipment

  YES

  NO

• Has the engineer generated Planned Maintenance work?

  YES

  NO

• Has the engineer submitted minor repair quotations?

  YES

  NO

• Has the engineer identified customer training opportunities?

  YES

  NO

• Obtain a signature below from the engineer to accept the content and agree actions required following the audit.

  Sign

• Managers Signature entered below to Sign off content and agreed actions.

  Sign