Account Manager Audit

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

• Score from previous audit

Site and audit details

• Site Name
  Address

• Date and time of audit

  Date

• Auditor name

• Auditee name

• List those present

Site office and workshop

• Is the Westway office presentable and tidy?

  Yes

  No

  N/A

• Is the Westway workshop presentable and tidy?

  Yes

  No

  N/A

• Is there a tools list in place and up to date?

  Yes

  No

  N/A

• Is all test equipment calibration in date?

  Yes

  No

  N/A

• Was evidence seen?

  Yes - Hard copies seen

  Yes - Electronic copies seen

  No - Evidence not seen

• Photograph evidence

  Media

• Are ladder inspections being undertaken and up to date?

  Yes

  No

  N/A

• Was evidence seen?

  Yes

  No

  N/A

• Photograph evidence

  Media

• Up to date company insurance certificate displayed?

  Yes

  No

  N/A

• Up to date Health and Safety policy displayed?

  Yes

  No

  N/A

• Up to date site Environmental policy displayed?

  Yes

  No

  N/A

• Are the site first aiders identified and known?

  Yes

  No

  N/A

• Are any Westway staff identified as first aiders?

  Yes

  No

  N/A

• Is their 1st aid certificate in date?

  Yes

  No

  N/A

• Are site plans displayed identifying main isolation points?

  Yes

  No

  N/A

• Photograph evidence

  Media

• Are all sprinkler sets identified and are drawings/schematics on display?

  Yes

  No

  N/A

• Photograph evidence

  Media

• Are weekly sprinkler checks and tests being completed and up to date?

  Yes

  No

  N/A

Company documentation

• Are system user suitably trained and competent in accessing the IBMS and 'mywestway' systems?

  Yes fully

  Further training required

  No, immediate assistance required

• How many reactive jobs are 'not acknowledged' at time of audit?

  0-5

  5-10

  10+

• How many PPMs are outstanding from previous month(s)?

  Zero

  0-5

  6+

• Are daily inspections being completed and recorded?

  Yes

  No

  N/A

• Are defects found being reported/logged?

  Yes

  No

  N/A

• Is a call out rota in place and up to date?

  Yes

  No

  N/A

• Photograph evidence

  Media

• Is a critical spares list in place?

  Yes

  No

  N/A

• Is this being reviewed and replenished?

  Yes

  No

  N/A

• Is there a Business Continuity Plan in place and up to date?

  Yes

  No

  N/A

• Was the BCP exercised within the last 12 months?

  Yes

  No

  N/A

• Is there an Emergency Light log book in use and up to date?

  Yes

  No

  N/A

• Enter the date of the last annual Emergency Light test?

• Are defect/faults found being logged and actioned?

  Yes

  No

  N/A

• Photograph evidence of defects log

  Media

• Is there a fire safety log book in place and up to date?

  Yes

  No

  N/A

• Are defects/faults found being logged and actioned?

  Yes

  No

  N/A

• Are weekly tests being recorded?

  Yes

  No

  N/A

• Photograph evidence

  Media

• Is there a water hygiene log book in place and up to date?

  Yes

  No

  N/A

• Are defects/faults found being logged and actioned?

  Yes

  No

  N/A

• Is weekly low usage outlet flushing being completed and recorded?

  Yes

  No

  N/A

• Photograph evidence

  Media

• Is there a training matrix in place and up to date?

  Yes

  No

  N/A

• Insert the current Business compliance %

• Are Toolbox Talks being completed and recorded?

  Yes

  No

  N/A

• Photograph evidence

  Media

• Are site specific RAMS in place and up to date?

  Yes

  No

  N/A

• Are there specific RAMS for different assets of the same type (where required)?

  Yes

  No

  N/A

• Random RAMS check #1 - Check site specific, in date and signed by users

• Satisfactory?

  Yes

  No

  N/A

• Photograph evidence

  Media

• Random RAMS check #2 - Check site specific, in date and signed by users

• Satisfactory?

  Yes

  No

  N/A

• Photograph evidence

  Media

• Random RAMS check #3 - Check site specific, in date and signed by users

• Satisfactory?

  Yes

  No

  N/A

• Photograph evidence

  Media

• Is there an up to date Asbestos register available?

  Yes

  No

  N/A

• Photograph evidence

  Media

• Are all engineers in possession of, and wearing a Westway ID card?

  Yes

  No

  N/A

• Do all relevant staff have sufficient PPE?

  Yes

  No

  N/A

• Random check - Enter details

• Satisfactory?

  Yes

  No

  N/A

• Are Accident/Near miss reports being completed?

  Yes

  No

  N/A

• Photograph evidence

  Media

• Is there an Action Plan in place for the latest Hilson Moran audit action points?

  Yes

  No

  N/A

• Have all actions been completed/closed?

  Yes

  No

  N/A

• Is there an Action Plan in place for the latest Westway H+S audit action points?

  Yes

  No

  N/A

• Have all actions been completed/closed?

  Yes

  No

  N/A

• Is there an Action Plan in place for the latest Hammerson H+S (RPS) audit action points?

  Yes

  No

  N/A

• Have all actions been completed/closed?

  Yes

  No

  N/A

• Is there an Action Plan in place for the latest Hammerson environmental audit action points?

  Yes

  No

  N/A

• Have all actions been completed/closed?

  Yes

  No

  N/A

• Is there an Action Plan in place for the latest Westway account manager's audit action points?

  Yes

  No

  N/A

• Have all actions been completed/closed?

  Yes

  No

  N/A

• Are ALL Westway engineers using PDAs/Smart phones?

  Yes

  No

  N/A

• Random job #1 - Enter W/O number

• Dynamic RA satisfactory? i.e Not entering 1,1,1,1,1,

  Yes

  No

  N/A

• Job completion comments satisfactory?

  Yes

  No

  N/A

• Random job #2 - Enter W/O number

• Dynamic RA satisfactory? i.e Not entering 1,1,1,1,1,

  Yes

  No

  N/A

• Job completion comments satisfactory?

  Yes

  No

  N/A

• Random job #3 - Enter W/O number

• Dynamic RA satisfactory? i.e Not entering 1,1,1,1,1,

  Yes

  No

  N/A

• Job completion comments satisfactory?

  Yes

  No

  N/A

Sub-contractor documentation

• Are all folders Westway branded?

  Yes

  No

  N/A

• Are folders in place for each sub-contractor?

  Yes

  No

  N/A

• Random check #1 - Enter sub-contractor name

• Did they sign in with Westway for their most recent visit?

  Yes

  No

  N/A

• If a permit was required, was evidence of this seen?

  Yes

  No

  N/A

• Are their RAMS available, site specific and in -date?

  Yes

  No

  N/A

• Is a copy of their PL insurance certificate present?

  Yes

  No

  N/A

• Are copies of their engineer's competency documentation available?

  Yes

  No

  N/A

• Are service sheets retained and available?

  Yes

  No

  N/A

• Is the service up-to-date?

  Yes

  No

  N/A

• Are remedial works recorded?

  Yes

  No

  N/A

• Have all remedial works identified been completed and/or quote submitted?

  Yes

  No

  N/A

• Insert quote or W/O number as evidence?

• Random check #2 - Enter sub-contractor name

• Did they sign in with Westway for their most recent visit?

  Yes

  No

  N/A

• If a permit was required, was evidence of this seen?

  Yes

  No

  N/A

• Are their RAMS available, site specific and in -date?

  Yes

  No

  N/A

• Is a copy of their PL insurance certificate present?

  Yes

  No

  N/A

• Are copies of their engineer's competency documentation available?

  Yes

  No

  N/A

• Are service sheets retained and available?

  Yes

  No

  N/A

• Is the service up-to-date?

  Yes

  No

  N/A

• Are remedial works recorded?

  Yes

  No

  N/A

• Have all remedial works identified been completed and/or quote submitted?

  Yes

  No

  N/A

• Insert quote or W/O number as evidence?

• Random check #3 - Enter sub-contractor name

• Did they sign in with Westway for their most recent visit?

  Yes

  No

  N/A

• If a permit was required, was evidence of this seen?

  Yes

  No

  N/A

• Are their RAMS available, site specific and in -date?

  Yes

  No

  N/A

• Is a copy of their PL insurance certificate present?

  Yes

  No

  N/A

• Are copies of their engineer's competency documentation available?

  Yes

  No

  N/A

• Are service sheets retained and available?

  Yes

  No

  N/A

• Is the service up-to-date?

  Yes

  No

  N/A

• Are remedial works recorded?

  Yes

  No

  N/A

• Have all remedial works identified been completed and/or quote submitted?

  Yes

  No

  N/A

• Insert quote or W/O number as evidence?

• Is a site attendance register available for sub-contractors? And being used?

  Yes

  No

  N/A

• Are permits being issued for high-risk activities?

  Yes

  No

  N/A

• Photo evidence

  Media

COSHH

• Is there a designated and secure COSHH cabinet?

  Yes

  No

  N/A

• Is there sufficient and necessary PPE available on site for the chemicals being used?

  Yes

  No

  N/A

• Is there an up-to-date COSHH register of all substances on site?

  Yes

  No

  N/A

• Random check #1 - Enter substance name and brand

• Is there a MSDS available and relevant?

  Yes

  No

  N/A

• Has a COSHH assessment been completed, available and in-date?

  Yes

  No

  N/A

• Has the COSHH assessment been read and signed by all relevant users?

  Yes

  No

  N/A

• Random check #2 - Enter substance name and brand

• Is there a MSDS available and relevant?

  Yes

  No

  N/A

• Has a COSHH assessment been completed, available and in-date?

  Yes

  No

  N/A

• Has the COSHH assessment been read and signed by all relevant users?

  Yes

  No

  N/A

• Random check #3 - Enter substance name and brand

• Is there a MSDS available and relevant?

  Yes

  No

  N/A

• Has a COSHH assessment been completed, available and in-date?

  Yes

  No

  N/A

• Has the COSHH assessment been read and signed by all relevant users?

  Yes

  No

  N/A

Customer meetings

• Are weekly Hammerson site team meetings being attended?

  Yes

  No

  N/A

• Are Westway weekly team meetings being held?

  Yes

  No

  N/A

• Are monthly meetings with the customer being held and minuted?

  Yes

  No

  N/A

• Input date of last meeting

• Is the Hammerson monthly environmental meeting being attended?

  Yes

  No

  N/A

• Input date of last meeting

MEWP

• Is the MEWP LOLER certificate available and in date?

  Yes

  No

  N/A

• Insert date of certificate

• Photograph evidence

  Media

• Are all operatives IPAF certificates in date?

  Yes

  No

  N/A

• List all operatives names and IPAF expiry date

• Are pre-use checks being completed prior to use?

  Yes

  No

  N/A

• Photograph evidence

  Media

• Are post-use checks being completed after use?

  Yes

  No

  N/A

• Photograph evidence

  Media

Site walk and inspection

• Accompany engineer - Insert W/O

• Did the engineer complete the dynamic risk assessment prior to completing the work?

  Yes

  No

  N/A

• Did the engineer complete the job with detailed comments?

  Yes

  No

  N/A

• Did the engineer operate safely and professionally throughout the task?

  Yes

  No

  N/A

• Account manager site walk and inspection - Note findings or defects found