Operational Support Visit Form V3

• Document No.

• Audit Title

• Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

SEPM

• Do staff have understanding of SEPM?

  Yes

  No

• What is the current SEPM ranking?

• Are improvements required?

  Yes

  No

• Are improvements required for the:

• Other KPI ranking?

  Yes

  No

• Provide written detail:

• Admin KPI Ranking?

  Yes

  No

• Provide written detail:

• Validation KPI Ranking?

  Yes

  No

• Provide written detail:

• Validation Passed 1st Time Ranking?

  Yes

  No

• Provide written detail:

• Overall Drying Ranking?

  Yes

  No

• Provide written detail:

• Overall Drying Ranking?

  Yes

  No

• Provide written detail:

• EOW Drying Ranking?

  Yes

  No

• Provide written detail:

• Complaint Targets?

  Yes

  No

• Provide written detail:

• WIP Targets?

  Yes

  No

• Provide written detail:

Office Set-Up

• How many Administrators are there?

  Select 1 2 3 4 5 6 7 8 9 10

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10

• How many Technicians are there?

  Select 1 2 3 4 5 6 7 8 9 10

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10

• Do the Administrators have two screens?

  Yes

  No

Current Dashboard Management

• What is the oldest Outstanding Claim Admin Reminder?

• What is the oldest Outstanding Site Event Reminder?

• How many Outstanding Site Event Reminders are overdue?

• How many Outstanding Claim Admin Reminders are overdue?

Review of Processes. Have you reviewed the:

• Claim Notification and Booking Inspection Visit?

  Yes

  No

• Were any issues found?

  Yes

  No

• Provide written detail:

• Inspection visit reviewed?

  Yes

  No

• Were any issues found?

  Yes

  No

• Provide written detail:

• Excess Process?

  Yes

  No

• Were any issues found?

  Yes

  No

• Provide written detail:

• Review of Inspection Visit Process?

  Yes

  No

• Were any issues found?

  Yes

  No

• Provide written detail:

• Repudiation Process?

  Yes

  No

• Were any issues found?

  Yes

  No

• Provide written detail:

• Pricing of Inspection Visit Process?

  Yes

  No

• Were any issues found?

  Yes

  No

• Provide written detail:

• Delegated Authority Process?

  Yes

  No

• Were any issues found?

  Yes

  No

• Provide written detail:

• 3rd Party Supplier Process?

  Yes

  No

• Were any issues found?

  Yes

  No

• Provide written detail:

• Completing Tracking Events Process?

  Yes

  No

• Were any issues found?

  Yes

  No

• Provide written detail:

• Invoicing Process?

  Yes

  No

• Were any issues found?

  Yes

  No

• Provide written detail:

• Fraud Process?

  Yes

  No

• Were any issues found?

  Yes

  No

• Provide written detail:

• Complaints Process?

  Yes

  No

• Were any issues found?

  Yes

  No

• Provide written detail:

On-site Attendance

• Were you on-site with the Technician?

  Yes

  No

• Were any issues found?

  Yes

  No

• Provide written detail:

Documentation

• What documentation was left?

• Were any issues found?

  Yes

  No

• Provide written detail:

Action plan

• Provide detail

Training

• Training required?

  Yes

  No

• Provide written detail:

Further visit

• Further Visit required?

  Yes

  No

• Provide written detail: