Title Page

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

  • Job Number

  • What is the current status of the job?

  • If it is a quoted job, is it attached to the Job? (if yes record the quote number)

  • Was a risk assessment done before they started the job?

  • Is the job description in 'actual work done' or 'notes' in of quality and understandable English?

  • If materials have been used is there a purchase order attached to the job? (if yes record the PO number)

  • Has a signature been obtained on Clik?

  • Is there any blank PO's on the job?

  • Has the engineer incurred any expenses? (If yes they have incurred expenses ensure is this item entered as a material item?)

  • Is the job completed within the SLA?

  • Have before/after pictures been uploaded to the job?

  • Has the engineer followed manufacturers instructions? (phone engineer maybe to confirm they have a copy)

  • Have we a name on Clik to say who the M.I. have been left with?

  • If there is a Benchmark or alike page have we an uploaded a photo of the page to Clik

  • Is there a requirement to fill out any client specific paperwork ? (if so has it been uploaded to clik)

Certification - Electrical and Gas Jobs only

  • If a certificate is required is the certificate number recorded on Clik in 'actual work done'

  • If a certificate is required, is the certificate on the respective certificate software? (if yes, cross reference the certificate numbers)

  • If a certificate has been issued, has the test meter got a valid calibration

  • Has the engineer uploaded the FGA print out/PDF to Clik?

  • If there is a FGA, does the information tally with the gas certificate and Clik?

Engineer information

  • Engineer(s) on the job

  • Has the engineer(s) got a valid Gas Safe Card?

  • Has the engineer(s) got the correct qualification for the job

Vehicles and Equipment

  • Vehicle registration(s) number

  • Is there a valid MOT & Tax https://www.gov.uk/check-mot-status

  • Has the engineer completed a vehicle inspection form for the last month?

  • Has the engineer completed a ladder inspection form for the last month?

Actions and analysis

  • Have you transferred the findings to the relevant Action and Analysis spreadsheet?

  • Have you sent an email to the relevant Team Leader and cc'd the Operations Manager?

  • Please check this box to confirm that all the information contained within this audit is recorded with honesty and integrity

  • Auditor Name

  • Auditor

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