Accompanied Engineer Evaluation v5.0

• Accompanied audit conducted by

• Engineer Name

• Conducted on

  Date
• Location
  Address

Engineer KPI performance Status

• Review KPI the individual performance metric scores and record current status

  All on or above Target Values

  All on Target Values

  1 or more below Target Values

• Record which metrics are in need of focus and proposed actions to re-address the score value

PPE Audit

• Audit and inspect the engineer’s 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

• Yes

  No

  N/A

• Is the PPE appropriate and fitted for the individual?

  Yes

  No

  N/A

• Is the engineer aware of the function and limitation of each item of PPE

  Yes

  No

  N/A

Engineer vehicle condition

• Is the Vehicle service schedule up to date?

  YES

  NO

• IT'S A COMPANY REQUIREMENT THAT ALL COMPANY VEHICLES ARE SERVICED IN LINE WITH THE SCHEDULE, FAILURE TO DO SO COULD RESULT IN DISCIPLINARY ACTION.

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

  YES

  NO

• IT IS A COMPANY REQUIREMENT THAT ALL COMPANY VEHICLES ARE KEPT CLEAN AND MAINTAINED INLINE WITH THE LEASE COMPANY FAIR WEAR AND TARE POLICY, FAILURE TO DO THIS COULD LEAD TO DISCIPLINARY ACTION AND COSTS FOR REPAIR CAN BE LEVIED TO THE USER.

• Is the Vehicle First Aid Kit. Complete and all items within the USE BY date?

  YES

  NO

• The First Aid Kit is provided for your own personal safety and it's content is the responsibility of the individual, any used item MUST be replenished at the earliest opportunity

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 updated your personal Training Matrix?

  Updated

  No Update Required

  Need to Update

• Record the date that the update will be completed.

• Are there specific training needs that the engineer would benefit from attending

  Yes

  No

  N/A

• Please detail the training type and level required.

• Is the identified training available in-house from the Domino Business Unit?

  YES

  NO

• Using the appropriate interface record the training request and once confirmed schedule the training via the despatch console

• Identify a suitable external course that is available and submit a cost justification to schedule the course.

Onsite Protocol Adherance.

• Is the AEE evaluation being completed on the customer site

  Customer Site evaluation

  Remote evaluation

• Has the "Call Ahead" been conducted prior to the visit?

  YES

  NO

• Discuss the benefits of Call Ahead to both the customer and Domino and document the current run rate % for Call Ahead from the KPI Data review.

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

  YES

  NO

• Discuss the need to communicate arrival / departure and inform the site contact of the planned work

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

  Demonstrated

  Not Demonstrated

  Not Observed

• Preparation for all WO activity is crucial to ensure an effective and efficient outcome from the visit.

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

  YES

  NO

• Discuss the personal responsibility for Risk Assessment and correct SHE compliance and the need for good housekeeping when conducting work on a customers premises. Work through a Dynamic Risk Assessment using the template.

  

• Did the engineer assess / confirm the billing type?

  YES

  NO

• Consideration of the billing type is required at the point of securing the customers signature as revenue and cost control is central to the field service activity.

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

  YES

  NO

• List the missing items that should have been available to ensure a positive intervention, create a follow up action with a suitable completion date to address the issue

• Did the engineer have sufficient knowledge and experience to complete the work

  YES

  NO

• List details of the knowledge gap and agreed actions to bridge this in the future, include exposure commitments for improving the engineers experience with the technology.

WO Service Report Quality and feedback.

• Audit two recent Service Reports with the engineer, include one installation WO and one Repair WO, 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.

• Job Type reviewed

  Installation

  Repair

• Has the call ahead activity & on-site labour time been captured against the WO T&M Lines.

  YES

  NO

• Discuss the metric that is used to record the Call Ahead activity and the benefit of confirming ETA & line access with the customer in advance of travelling to site. Record the current Call Ahead value and the on-target values for future review.

• Reviewing the Service Report Work Description, has sufficient detail been included in the text summary?

  YES

  NO

• Discuss recommended changes to the report content and explore whether developing body text templates for specific technologies or activities might aid improvements

• 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

• Record the WO number and customer account name being reviewed

• Job Type reviewed

  Installation

  Repair

• Has the call ahead protocol been followed and the activity time captured on the WO T&M Lines.

  YES

  NO

• Discuss the metric that is used to record the Call Ahead activity and the benefit of confirming ETA & line access with the customer in advance of travelling to site. Record the current Call Ahead value and the on-target values for future review.

• Reviewing the Service Report Work Description, has sufficient detail been included in the text summary?

  YES

  NO

• Discuss recommended changes to the report content and explore whether developing body text templates for specific technologies or activities might aid improvements

• 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

Commercial Activity

• Has the engineer communicated business intelligence?

  YES

  NO

• Has the engineer identified leads for capitol equipment

  YES

  NO

• Has the engineer identified Planned Maintenance work?

  YES

  NO

• Has the engineer identified minor repair opportunities?

  YES

  NO

• Has the engineer identified customer training opportunities?

  YES

  NO