New Surveyor Training - Forms & Tests

• Site conducted

  Select

• Training Manager

  Karl Reynolds

  Kieran Fennelly

  Phil Oughton

• Trainee

• Conducted on

  Date
• Location
  Address

Has the Trainer discussed and explained the following?

• Window Survey

  Yes

  No

• Double check with your Training Manager as the form below has more than likely been discussed/dealt with over the course of your training.

  

• Bay Survey

  Yes

  No

• Double check with your Training Manager as the form below has more than likely been discussed/dealt with over the course of your training.

  

• PVCu Door Survey

  Yes

  No

• Double check with your Training Manager as the form below has more than likely been discussed/dealt with over the course of your training.

  

• Guard Door Survey

  Yes

  No

• Double check with your Training Manager as the form below has more than likely been discussed/dealt with over the course of your training.

  

• Special Survey

  Yes

  No

• Double check with your Training Manager as the form below has more than likely been discussed/dealt with over the course of your training.

  

• Vertical Sliding Window Survey

  Yes

  No

• Double check with your Training Manager. It's unlikely you've measured a Vertical Slider this week so discuss the form if you haven't already done so.

  

• Has your Training Manager discussed the various methods for measuring Box Sash windows, from fitting as inserts, to full ripouts and the different relining options (Plaster, Timber, PVCu)?

  Yes

  No

• Ensure you are fully aware of the above prior to leaving the Academy.

• Has your Training Manager discussed the various methods for measuring Box Sash windows, from fitting as inserts, to full ripouts and the different relining options (Plaster, Timber, PVCu)?

  Yes

  No

• Ensure you are fully aware of the above prior to leaving the Academy.

• Heads left in Form

  Yes

  No

• Double check with your Training Manager. You may have not measured a bay during your training but it's important you understand the process of when and where to leave heads in.

  

• Procedure for Replacing Box Sash Windows Form

  Yes

  No

• Double check with your Training Manager. It's unlikely you'll have measured for a box sash 'box' to remain insitu and the new frames inserted into the existing box but it's important you understand the process behind it, what will stay and what will be removed. Always back this form up with an Order Variation.

  

• Order Variation

  Yes

  No

• Double check with your Training Manager as you will have covered this on your first job and probably every job since.

  

• Site Assessment & Customer Confirmation Form

  Yes

  No

• Double check with your Training Manager as you will have done one of these for every job you've measured this week.

  

• Decorative Order Form

  Yes

  No

• Double check with your Training Manager. If you've done any non-standard leads or bevels this week then you will have filled one of these in

  

• Access Solution Form

  Yes

  No

• Double check with your Training Manager. It's unlikely you've only measured bungalows this week but it's important you understand when & where an Access Solution is required, the type and getting it to the property.

  

• Suspect Material Form

  Yes

  No

• Double check with your Training Manager. You may not have come across any potential suspect materials this week but you still need to be aware of how to fill the form in.

  

• Fitting Instructions & Material List

  Yes

  No

• You fill one of these in for every job so double check. It's important to remember that it is up to you to ensure the fitters arrive with everything they need to complete the installation. Your job is a whole lot more than just making sure the frames fit.

  

• Contract Evaluation

  Yes

  No

• There's a good chance, if you've come across a tricky job this week, you'll have filled one of these in, so double check.

  

• Additional Claims Form

  Yes

  No

• SafeStyle will pay certain discretions based on different criteria (excessive mileage for example). This is the form you use to claim those discretions. If it hasn't been explained ask your Trainer to do so. This form is available in excel if it makes it easier for you to keep a track of what you've claimed.

  

• Envelope Contents Form

  Yes

  No

• Whenever you send your surveys into Head Office (whether that's in person or via Special Delivery, DO NOT use an ordinary Post Box) they must have an accompanying front sheet. This sheet is then used to double check you've sent in what you say have when your surveys are received (being received is the trigger mechanism which gets you paid for your surveys).

  

• Availiability to Provide Self Employed Services Form

  Yes

  No

• In order for SafeStyle(UK) to know when you're available they need you to fill in a calendar form. These are usually emailed out 2 weeks into the month for the following month (March's would be emailed out 2 weeks into February for example). You simply put a cross through the days you're not available or a finish time on those days you want an early finish and email a scanned copy in approximately 10 days before month end. (or better still, the same day you receive it) If you're unsure how to complete one, please ask your trainer.

  

Exams - Have you completed the following?

• Working at Heights

  Yes

  No

• You will have completed this form before you went on your first job with your Trainer. Please click on the link if you feel you would benefit from a refresher. http://www.safestyle-windows.co.uk/working-at-height/

• UKATA Asbestos Awareness

  Yes

  No

• You've probably completed this form recently, if not click on the link and ask your Trainer for asistance. http://lms.learnbyee.co.uk/login/index.php

• LMS Modules

  Yes

  No

• You will not be given any work until all xxx Modules have been completed so it's imperative these are completed as a matter of course.

Have the following been explained to you by the Trainer?

• Safestyle Technical Manual

  Yes

  No

• You will have been issued with a Training Manual either on your first day or before, so please check with your Trainer. Please click on the link to see the latest version. https://acrobat.adobe.com/link/review?uri=urn:aaid:scds:US:44cf7014-aa33-33b1-9072-570cf4a7ab86

• Basic FENSA Rules

  Yes

  No

• FENSA Regulations are the backbone of our industry and understanding them is paramount. You will have likely covered all aspects of them during the course of your training but if you're unsure then click the link to refresh your memory. I highly recommend you familiarize yourself with the applicable parts of the Building Regs which cover our industry. https://documentcloud.adobe.com/link/track?uri=urn%3Aaaid%3Ascds%3AUS%3A550cc98e-b533-46d3-8f01-9a28d15a601d

• Buried Sizes

  Yes

  No

• You can't commit a make size to paper without first taking a look at your buried sizes. Use the link to refresh your memory . https://acrobat.adobe.com/link/track?uri=urn:aaid:scds:US:562fe976-e1b3-373d-8dc2-c7acd52f8f1f

• Georgian Bars

  Yes

  No

• You may not have measured a property with Georgian Bars this week but will have invariably discussed this with your Training Manager, if not, click the link for a quick refresher. https://acrobat.adobe.com/link/review?uri=urn:aaid:scds:US:5010ac9b-d91e-39f5-9e66-26f493fb5ef8

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• It is the responsibility of the Trainee to keep up to date with all the relevant FENSA & Building Regulations

• As a trainee/new starter it is your responsibility to scan and email completed surveys to your Training Manager on the same day the survey is carried out, so that he may check your work. On the following morning you will receive a phone call from your Training Manager who will then run through your surveys with you and provide constructive feedback. All surveys should be posted on a daily basis, to allow Head Office to provide our manufacturing facility with a steady stream of work. Please ensure surveys are received at Head Office no later than 5 days after the completion date. After 5 days, a financial penalty will be applied.

And Finally

• A Technical sheet has been created to help with the most frequestly asked questions/problematic issues. Click on the link for a quick look. If this is something you think would help then ask your Training Manager who will be able to email you a copy. https://acrobat.adobe.com/link/review?uri=urn:aaid:scds:US:ccf45d62-ee8b-39b5-b8a5-d7d9d6c49649

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• Trainee Comments/Suggestions

• Trainees Signature:

  Sign