Cover Sheet
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Accompanied audit conducted by
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Engineer Name
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Conducted on
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Location
PPE Audit
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Audit the engineer PPE indicate the items in their possession.
- Safety Shoes
- Hard Hat
- Bump Cap
- Safety Glasses
- High Vis Jacket
- Cut resistant Gloves
- Electrical Lock Out
- Boilersuit
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Are all PPE items available and in good working order?
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Enter the required PPE and create a follow up task to replace
Engineer Visual Impact
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Does the engineer's personal appearance meet the expected standard?
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Which specific issues are considered to be below standard?
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Record detail of the below standard issues.
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Is the engineers Vehicle in a clean state both inside and out?
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IT IS A COMPANY REQUIREMENT THAT ANY VEHICLE IS KEPT CLEAN AND SERVICED, FAILURE TO DO THIS COULD LEAD TO DISCIPLINARY ACTION AND COSTS FOR REPAIR CAN BE LEVIED TO THE USER.
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Has the engineer carried out routine checks of the Tires, Oil Level, lights and Windshield Wash Level?
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IT IS A COMPANY REQUIREMENT THAT ANY VEHICLE IS KEPT CLEAN AND SERVICED, FAILURE TO DO THIS COULD LEAD TO DISCIPLINARY ACTION AND COSTS FOR REPAIR CAN BE LEVIED TO THE USER.
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Has the vehicle been serviced in-line with the service schedule?
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IT IS A COMPANY REQUIREMENT THAT ANY VEHICLE IS KEPT CLEAN AND SERVICED, FAILURE TO DO THIS COULD LEAD TO DISCIPLINARY ACTION AND COSTS FOR REPAIR CAN BE LEVIED TO THE USER.
Administration records:
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Has the engineer submitted weekly Overtime Claims consistently and accurately?
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WEEKLY TIME SHEETS ARE REQUIRED TO ENSURE OPEX IS ACCURATELY MONITORED AND CONTROLLED WITHIN THE CHANNEL BUDGET, DELAYED CLAIMS MAY NOT BE RECOGNISED FOR PAYMENT AT THE DISCRETION OF THE CHANNEL SERVICE MANAGER.
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Has the engineer submitted an Expense Claim in the last 2 months?
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PLEASE TAKE NOTE THAT THE FINANCE DEPARTMENT WILL NOT CONSIDER CLAIMS VALID WHEN THEY ARE IN EXCESS OF 2 CALENDAR MONTHS OLD, IT'S A REQUIREMENT THAT ALL EXPENSE CLAIMS ARE SUBMITTED WITH VAT RECEIPTS IN A TIMELY MANNER.
Training and Development Records
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Have you completed any training since the last review, Technical, Systems, H&S, interpersonal skills.
- Technical
- H&S
- System
- None
- Interpersonal Skills
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Record the Format of Training
- Academy Course
- Workshop Training
- On-Line knowledge
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Have you logged into Performance Plus within the last month and updated the personal Training Matrix
Onsite Protocol Adherance.
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Job Type observed
- Installation
- Repair
- Preventative Maintenance
- Health Check
- Training
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Does the engineer consistently prepare for installation specific activities
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Has the engineer reviewed the scheduled WO detail.
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Has the "Call Ahead" been completed prior to scheduled visits?
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Has the engineer reviewed the account history and any site specific requirements?
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Did the engineer sign in and meet with the customer representative to understand the current situation?<br><br>
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Did the engineer establish the customer's concerns and expectations, then deliver a course of action to the customer?
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Did the engineer assess/confirm the billing type for the call?
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Did the engineer get customer acceptance of his action plan?
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Did the engineer prepare the work area and assess the specific application?
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Did the engineer use repair protocol and checklists during the repair?
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Did the engineer have the correct tools and spares available?
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Did the engineer follow "change call" procedures (broken call, set return visit, call escalation, etc) if the printer could not be completed in one visit?
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Did the engineer perform health checks on other available printers?
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Did the engineer clean the area of the printer upon completion of the repair?
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Was a Customer Signature captured on the Service Report.
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A SIGNATURE FROM THE CUSTOMER REPRESENTATIVE IS CRUCIAL FOR THE BUSINESS TO LEGALLY INVOICE AGAINST THE T&M LINES
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Does the work description include fluid type and batch numbers for each CIJ printer worked on?
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Fluid Type and batch numbers are crucial to our ability to record trends or batch issues, it's important the details are populated within the Service Report for our records.
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Does the work description include symptoms found, measurements taken, specific items replaced / adjusted, any further actions required to repair. Also include names of customer employees you spoke with, if they directed you in any manner, or had any other concerns. Document any other "events" that occurred pertaining to the service or printers as required?
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Accountability + Technical Excellence + Super Communications = World Class Service!
Commercial Activity
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Has the engineer recorded business intelligence?
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Has the engineer recorded sales leads for capitol equipment
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Has the engineer generated Planned Maintenance work?
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Has the engineer discussed service support with the customer, including service agreements and their benefits?
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Has the engineer completed all paperwork and closed the service call (if complete)?
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Has the engineer thanked the customer and sent a copy of the service report to the customer?
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Has the engineer submitted minor repair quotations?
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Has the engineer identified customer training opportunities?
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Obtain a signature below from the engineer to accept the content and agree actions required following the audit.
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Managers Signature entered below to Sign off content and agreed actions.
