Job Audit

• Document No.

• Audit Title

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• 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)

  Yes

  No

  N/A

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

  Yes

  Yes, but not before the job started

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Has a signature been obtained on Clik?

  Yes

  No

  N/A

• Is there any blank PO's on the job?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

• Is the job completed within the SLA?

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

Certification - Electrical and Gas Jobs only

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

Engineer information

• Engineer(s) on the job

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

Vehicles and Equipment

• Vehicle registration(s) number

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

  Yes

  No

  N/A

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

• Auditor Name

• Auditor

  Sign