Information

  • Conducted on

  • Prepared by

  • Address

  • Tenant(s) Full Name(s) and DOB(s)

  • Ethnic Origin

  • Religion

  • Nationality

  • Language

  • Gender

  • Sexual Orientation

  • Email Address

  • Telephone Number

  • Name, DOB & Relationship to tenant of all household members

  • Does any member of the household have a disability? If yes, give details.

  • Are the any needs within the household that require an individual service? If so, what is needed?

  • Proof of Identity Seen

  • Proof of Residency Seen

  • Overall impression of the property (internal)

  • Overall impression of the property (external)

  • Does the property look occupied?

  • Did you notice anything suspicious?

  • Is the customer aware of any unauthorised occupants?

  • Details of any items of concern for follow up

  • Rent - is the customer experiencing any difficulties? If so make notes and refer to ICC

  • Issue reminder to tenant re the importance of allowing access for gas servicing and of reporting any repairs immediately to the CSC.

  • Are there any outstanding repairs? If yes, direct to CSC 0845 850 9571

  • Are any aids or adaptations required?

  • If yes, give details:

  • Is the tenant interested in becoming involved in helping us to deliver a better service?

  • If yes, give details:

  • Is the customer looking to move properties?

  • If yes, give details (e.g. Reason for move, type of property needed)

  • Neighbourhood Officer Notes/Comments

  • Customer Signature

  • Officer Signature

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.