Information

  • Property Name

  • Owner.

  • Location
  • Conducted on

  • Kaba Sales Manager Name

  • Property staff present during the site survey

Property Info

  • Select the existing lock brand

  • Select existing lock finish

  • The client wants the new locking system to have same finish ?

  • Property Type

  • Is the property located less than 5 miles from the ocean [Google it]

  • MUST QUOTE OCEAN FRONT FINISH

Guest Rooms

  • Is the client keeping the same doors or replacing with new ?

  • New doors/frames will be factory prepped according to Kaba template ?

  • PLEASE REFER TO SUPPORT SITE FOR LATEST REVISION OF DRILLING TEMPLATE
    [client responsibility to ensure door/frame company adheres to template dimensions]

Guest Room Doors

  • Enter RH Qty

  • Enter LH Qty

  • IF there are any LHR / RHR doors on site, please list the door names or room numbers below.

  • Select door type

  • Do guest room doors have decorative mouldings ?

  • Select moulding type ?

  • Door stile is 5" and more ?<br>[distance between moulding and edge of door]

  • PLEASE TAKE A PHOTO OF GUEST ROOM DOOR WITH EXISTING LOCK AND PLATES OFF

  • Is there any existing dress plates [under plates] ?

  • PLEASE TAKE A PHOTO OF GUEST DOOR WITH DRESS PLATES ON AND OFF

  • Select existing door prep

  • Please enter mortice pocket depth

  • Current mortice is using a standard 8" faceplate [scalp] ?

  • PLEASE TAKE A PHOTO OF CURRENT NON STANDARD MORTICE FACEPLATE

  • Select frame type

  • Select existing frame prep

  • PLEASE TAKE A PHOTO OF EXISTING STRIKES

  • How do you rate overall door & frame condition

Storerrom & Office

Storeroom/Office doors & frames

  • Please add info for one or group of doors with exact material/prep

  • door/group
  • Add door name, location for one of group of doors with exact style and prep. [i. e. GM Office, or 3 storage doors on floor # 5]

  • Select door material

  • Select current door prep ?

  • Doors have decorative panels ? [molding]

  • Under plates [dress plates] currently used on these doors ?<br>If YES, we need pictures showing doors without existing locks/plates

  • Select frame material

  • Select Existing Strikes

Exit Operators, Remote Access

Perimeter Doors - Exit Operators, Remote Access Panels ...

  • Is the property currently controlling access to elevators ?

  • FOR ELEVATOR ACCESS - ADD HERE
    Please add elevator name, location
    [i. e. service elevator by the bar]

  • Elevator info
  • Add elevator name & location

  • Currently controlling access to call this elevator

  • Currently controlling access to certain floors

  • Add more details here.

  • Is this a single or double door ?

  • Both doors are active ?

  • PLEASE ADVISE CLIENT THAT THE ELEVATOR CO MUST BE PRESENT AT THE TIME OF INSTALL
    - We are not responsible for wiring inside the elevator shaft
    - We are not responsible to connect our access control to elevator control board

  • FOR DOOR ACCESS - ADD HERE
    Please add door name, location and applicable info below
    [i. e. Gym door, side exit to parking]

  • Perimeter door
  • Add door name & location

  • Is this a single or double door ?

  • Both doors are active ?

  • TAKE A PICTURE

  • PLEASE CHECK ITEMS CURRENTLY USED ON THIS DOOR

  • Mag lock

  • Double Mag Lock

  • Electric Strike

  • Motion Detector

  • Red exit button [Mushroom]

  • Push bar

  • Surface Vertical Rods

  • Concealed Vertical Rods

Room Config [ILCO FDU]

ROOM CONFIG - Applies if quoting ILCO FDUs only.

  • Is this an existing ILCO client ?

  • Is the property keeping existing database ?

  • PLEASE DETAIL ILCO DATABASE CHANGES REQUESTED

  • ILCO "Standard Configuration" is based on the following,
    - Guest rooms open from 1 >> 16000
    - Common Areas [8] have no auto link
    - Passage mode rooms from 5000 >> 5500
    - No common door suites

  • Build new database as "Standard Configuration" ?<br>

  • Wants to limit room number range ?

  • What is the lowest room number and highest room number ? [i. e. range is room 101 >> 550]

  • Wants customized room numbers ?

  • Specify customization requested ? [i. e. wants room 101 >> 299, odd numbers only, or floor should start with 100 and end at 150]

  • Has common door suites ?

  • Add common door suite number, and inner guest room numbers

  • Common door
  • Common door number & inner room numbers

  • Any meeting rooms required to have passage option ?

  • List all room numbers that will require passage options

  • Any autolink to guest & common areas ?<br>[i. e. automatically grant all guests access to pool but not gym]

  • Add guest common area name & number

  • Common Area
  • Common Area Name [i. e. GYM]

  • Grant access to ALL GUESTS

  • If not ALL GUEST - Specify which guests ? [i. e. guests staying on floor 6, 7 only]

To Quote

WHAT WERE THE OPTIONS DISCUSSED WITH THE CLIENT ?

  • Finish colour requested ?

  • Metal override requested ?

  • Client wants Mag, RFID or both and will decide after ?

  • Wants to interface current PMS ?

  • Client interested to get quote on ILCO/Saflok/Both ?

Select requested ILCO options below

  • Select ILCO lever type

  • Select ILCO mortice type

  • Select metal override type

  • Wants ATLAS ?

  • Select Encoder Type

  • How many encoders required ?

Select requested Saflok options below

  • Select Saflok lever type

  • Select Saflok mortice type

  • Wants a metal override ? [RT ONLY]

  • Wants System 6000 ?

  • Select Encoder Type

  • How many encoders required ?

  • Wants Messenger ?

  • What type of Messenger network

  • Additional notes/reminders ?

Sign Off

SITE SURVEY SIGN OFF

  • Any additional notes can be specified below

  • Client representative full name & title

  • Client representative signature

  • <<<<<<<<<<<<<<<<<<<<<<<< Thank you for your business >>>>>>>>>>>>>>>>>>>

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.