• Audit Title

  • Document No.

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

  • Select date

  • Purpose of visit

  • Purpose of visit

HomeSafe & DriveSafe

  • Driving behaviours

  • Notes

  • Effective Risk Assessment carried out throughout the visit?

  • Notes

  • Correct use of all equipment during the visit?

  • Notes

  • Overall Safety behaviour during visit?

  • Notes I.e PPE, Usage, Manual handling, Damage awareness, Ladder & Cable hierarchy

Service Excellence

  • What One thing did the engineer introduce new to the customer

  • Customer feedback


  • Photos of job

  • Was job carried out to a level of excellence<br>

  • Notes


  • What have you done since the last visit?

  • Coaching interventions required?

  • Notes

  • Verification, what actions and timescales have been set?

  • Performance interventions required?

  • Notes

  • Actions & Timescales

Closing visit

  • Select date

  • Team Manager

  • Employee

  • Review date & Actions

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.