Information

  • Tech Expert details

  • Tech Lead/Prepared by

  • Conducted on

  • Job No

  • Location

TECH LEAD RISK ASSESSMENT

Tech Lead risk assessment

  • Are there any hazards?

  • Are hazards controllable?

  • Details

  • Visit type

RTW

  • Last day of absence

  • Absence reason

  • Is the absence work related?

  • Was this a linked absence?

  • Did Tech Expert visit a GP during their absence?

  • Number of absences in rolling 12 months?

  • How many?

  • Occupational Heath referral required?

  • Add any pictures of 'Fit To Work' certificates

  • Additional information

Reopen Visit Type and include 'ROD' if required

Post check

  • Date of Tech Expert visit

  • Did Tech Expert arrive within eta window?

  • How did the customer receive there eta?

  • Did Tech Expert introduce themselves to the customer?

  • Did the Tech Expert explain all work before, during and after visit

  • Was the survey promoted on this visit?

  • Is there anything else the Tech Expert could have done for the customer?

  • Additional comments

  • As a business is there anything else we could have done for the customer?

  • Additional comments

  • Tech Lead

DAMAGE CLAIM

  • Date of Tech Expert visit visit

  • Explanation of damage

  • Is further action required?

  • Add pictures to support findings

  • Tech Lead

Reopen Visit Type and include 'ROD' if required

COACHING

  • Reason for coaching

  • Pre visit comments

  • Coach on site observations/ comments

  • Tech Expert comments

  • Follow up details (if required)

  • Tech Expert

  • Tech Lead

121

  • Reason for 121

  • Current NPS YTD

  • Current revisit KPI % YTD

  • Details

  • Add pictures to support 121

  • Tech lead

Reopen Visit Type and include 'ROD' if required

ROD

  • Reason for ROD

  • Time and date

  • Tech Lead

  • Tech Expert

  • Tech lead

  • Tech expert

  • Tech Lead

  • Tech Expert

  • Tech Lead

  • Tech Expert

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