Plumbing - Survey - Installation V1.03

• Document No.

• Work Order Number

• Customer Name

• Conducted on

  Date

Details

• Date & Time

  Date

• Work Type

  Select UMP Optant Customer Issue - Update Customer Issue - Closure Memo Z job Exception

  • UMP
  • Optant
  • Customer Issue - Update
  • Customer Issue - Closure
  • Memo Z job
  • Exception

• Work order number.

• Full Address Details
  Address

• Customer Contact Details

• Survey Outcome?

  Select internal Meter Fit - complete section 8 & Sign off Private Dig - complete section 1, 7 & Sign off Public Dig - complete section 1, 7 & Sign off Meter Exchange - complete section 3 & Sign off Screwin - complete section 3 & Sign off R & V - complete section 2 & Sign off Unmeterable Property Complete section 1, 7 & Sign Off Appointment cancelled by customer complete section 5 & Sign Off Appointment Rebooked - Complete section 7 & Sign off No Access - Completed section 5 & Sign Off Customer Refusal - Complete section 6 & Sign Off Pipe Trace - Complete Section 1, 7 & Sign off Melco - Complete section 1 & Sign off New Appointment internal - Complete section 7 & Sign Off other

  • internal Meter Fit - complete section 8 & Sign off
  • Private Dig - complete section 1, 7 & Sign off
  • Public Dig - complete section 1, 7 & Sign off
  • Meter Exchange - complete section 3 & Sign off
  • Screwin - complete section 3 & Sign off
  • R & V - complete section 2 & Sign off
  • Unmeterable Property Complete section 1, 7 & Sign Off
  • Appointment cancelled by customer complete section 5 & Sign Off
  • Appointment Rebooked - Complete section 7 & Sign off
  • No Access - Completed section 5 & Sign Off
  • Customer Refusal - Complete section 6 & Sign Off
  • Pipe Trace - Complete Section 1, 7 & Sign off
  • Melco - Complete section 1 & Sign off
  • New Appointment internal - Complete section 7 & Sign Off
  • other

• Customer going to do alterations to allow a meter it be installed

  YES, Still complete survey

  NO

  NOT SURE

  N/A

• Photo copy of memo

  Media

• General Comment Box

1. External Survey

• 1.01 Has the OSV be located?

  Select Yes No UTL to be passed to SW OSV in Carriageway

  • Yes
  • No
  • UTL to be passed to SW
  • OSV in Carriageway

• 1.02 Have proof of supply been conducted ( Tap Tested )

  Yes

  No

  N/A

• 1.03 Can the meter be installed externally ?

  Select Yes No - For section 1 complete 1.04 & 1.05 then section 7 New Appointment Required No, Pipe Trace Required Appointment cancelled Appointment Rebooked Customer will book new appointment Wet Vax required to clean out chamber Appointment will be Managed Locally OSV in carriageway to be discussed in Governance meeting Possibly OSV leave in, new box brought forward

  • Yes
  • No - For section 1 complete 1.04 & 1.05 then section 7
  • New Appointment Required
  • No, Pipe Trace Required
  • Appointment cancelled
  • Appointment Rebooked
  • Customer will book new appointment
  • Wet Vax required to clean out chamber
  • Appointment will be Managed Locally
  • OSV in carriageway to be discussed in Governance meeting
  • Possibly
  • OSV leave in, new box brought forward

• 1.04 Reason for unmeterable externally

  Select EU11 - Shared Osv EU12 OSV in dangerous location and unable to install in private. EU13 Cables prevent excavation and unable to install in private. EU14 - External Stop tap in carriageway, garden fit not possible EU15 - External pipework material / configuration (includes UTL) EU16 - TBC (Lane Rental/Traffic MGT) EU17 - Unable to excavate due to obstruction ( Concrete, cellar, ETC) garden fit not possible.

  • EU11 - Shared Osv
  • EU12 OSV in dangerous location and unable to install in private.
  • EU13 Cables prevent excavation and unable to install in private.
  • EU14 - External Stop tap in carriageway, garden fit not possible
  • EU15 - External pipework material / configuration (includes UTL)
  • EU16 - TBC (Lane Rental/Traffic MGT)
  • EU17 - Unable to excavate due to obstruction ( Concrete, cellar, ETC) garden fit not possible.

• 1.05 Unmeterable external Comments

• 1.06 OSV public or private

  Public

  Private

  Carriageway

• 1.07 Consent form obtained

  Yes

  Consent form & prepaid Envelope left with Customer

  Consent form & prepaid envelope posted through letter box

  No

  N/A

• 1.08 Photo consent form

  Media

• 1.09 OSV depth?

• 1.10 OSV location?

• 1.11 OSV supported comments

• 1.12 Take photo of OSV location?

  Media

• 1.13 Take Photo of street view, incorporating OSV location

  Media

• 1.14 Surface Material

  Select DBM HRA Concrete Red slabs Grey slabs Buff slabs Unmade Verge Turf Topsoil Block paving Crazy Paving

  • DBM
  • HRA
  • Concrete
  • Red slabs
  • Grey slabs
  • Buff slabs
  • Unmade
  • Verge
  • Turf
  • Topsoil
  • Block paving
  • Crazy Paving

• 1.15 Traffic Management comments

• 1.16 Special care required I.e near School, Hospital etc?

• 1.17 Special care comments

• 1.18 is parking restricted, if yes comment?

• 1.19 External Survey supportive comments?

2. Read & Verify property 1

• 2.01 Has proof of supply been carried out (Tap Test)

  Yes

  No

  N/A
• 2.02 Address meter serving ( Property 1)
  Address

• 2.03 Meter Serial Number

• 2.04 Meter Reading

• 2.05 Photo of Meter Face

  Media

• 2.06 Meter Location

• 2.07 Photo Meter Location

  Media

• 2.08 Supported Comments

2.2 Read & Verify property 2 (if applicable)

• 2.2.01 Has proof of supply been carried out (Tap Test)

  Yes

  No

  N/A
• 2.2.02 Address meter serving ( Property 2)
  Address

• 2.2.03 Meter Serial Number

• 2.2.04 Meter Reading

• 2.2.05 Photo of Meter Face

  Media

• 2.2.06 Meter Location

• 2.2.07 Photo Meter Location

  Media

• 2.2.08 Supported Comments

3. External / internal Meter installation, Screwin / Exchange

• 3.01 Condition Assessment photographs prior to works

  Media

• 3.02 Type of Meter Installation

  Screwin

  Exchange

  Screwin to do

  External inline meter to be exchanged

  Internal exchange to do

• 3.03 PRIVATE ONLY -Consent form Obtained?

  Yes

  Consent form & prepaid Envelope left with Customer

  Consent form & prepaid envelope posted through letter box

  No

  N/A

• 3.04 Photo Consent Form ( Full Page)

  Media

• 3.05 Photo existing meter face prior exchange

  Media

• 3.06 Old meter serial number

• 3.07 Old meter final reading

• 3.08 New meter serial number

• 3.09 New meter start read

• 3.10 Photo meter face

  Media

• 3.11 Meter Location

• 3.12 Photo meter location

  Media

• 3.13 Customer contact made, supply proved, meter tested

  Yes

  No

  N/A

• 3.14 YOUR METER IS HERE PACK handed / delivered to the customer

  Yes

  No

  N/A

• 3.15 External meter supportive comment

4. Meter removal details from Joint / dead supply etc.

• 4.01 PRIVATE ONLY, Consent form has been obtained to remove meter?

  Yes

  No

  N/A

• 4.02 Photo consent form

  Media

• 4.03 Reason for meter removal?

• 4.04 Meter serial number

• 4.05 Meter Reading

• 4.06 Photo removed meter face

  Media

• 4. 07. Meter Removal Supportive comments

5. Access to property

• 5.01 Have You gained access?

  Yes

  No

  Appointment Cancelled on call ahead

  Appointment Cancelled on Door Step

  Customer phoned in and canceled Appointment

• 5.02 Have you tried phoning the customer?

  Yes

  No

  N/A

• 5.03 Have you made contact with the customer via contact Number

• 5.04 Photo mobile phone outgoing call attempt to Customer contact number

  Media

• 5.05 No access, photo property front door & posted missed you card for proof of attendance

  Media

• 5.06 No access supportive comments

6. Customer Refusal

• 6. 01 Customer refused entry / meter installation

  Yes

• 6.02 Reason why customer have refused entry / meter Installation

7. Internal Meter Survey

• 7.01 Can meter be installed internally

  Yes

  No

• 7.02 Can a meter be installed today?

  Yes

  No

  New appointment Required

  New Appointment will be Managed Locally

  Customer Will book a new appointment

• 7.03 Reason why a new appointment is required?

• 7.04 Primary reason for unmeterable internally

  Select IU11- internal Pipework material / condition IU12 - More than 1 meter is required UMP IU13 - More than 2 meters required OPTANT IU14 - ISV not located IU15 - no main ISV for property IU16 - ISV boxed in IU17 - ISV behind kitchen units / appliances IU18 - ISV inaccessible IU19 - Pipework tees off directly after ISV IU20 - Shared ISV IU21 - No room / Safe place at ISV location Communal Facilities

  • IU11- internal Pipework material / condition
  • IU12 - More than 1 meter is required UMP
  • IU13 - More than 2 meters required OPTANT
  • IU14 - ISV not located
  • IU15 - no main ISV for property
  • IU16 - ISV boxed in
  • IU17 - ISV behind kitchen units / appliances
  • IU18 - ISV inaccessible
  • IU19 - Pipework tees off directly after ISV
  • IU20 - Shared ISV
  • IU21 - No room / Safe place at ISV location
  • Communal Facilities

• 7.05 Secondary reason for unmeterable internally if applicable

  Select IU11- internal Pipework material / condition IU12 - More than 1 meter is required UMP IU13 - More than 2 meters required OPTANT IU14 - ISV not located IU15 - no main ISV for property IU16 - ISV boxed in IU17 - ISV behind kitchen units / appliances IU18 - ISV inaccessible IU19 - Pipework tees off directly after ISV IU20 - Shared ISV IU21 - No room / Safe place at ISV location Communal Facilities

  • IU11- internal Pipework material / condition
  • IU12 - More than 1 meter is required UMP
  • IU13 - More than 2 meters required OPTANT
  • IU14 - ISV not located
  • IU15 - no main ISV for property
  • IU16 - ISV boxed in
  • IU17 - ISV behind kitchen units / appliances
  • IU18 - ISV inaccessible
  • IU19 - Pipework tees off directly after ISV
  • IU20 - Shared ISV
  • IU21 - No room / Safe place at ISV location
  • Communal Facilities

• 7.06 Communal Facilities

  Select COMH - Hot water COML - Communal laundry Communal Kitchen COMT - Outside Taps Communal Toilet Guest Room Communal Shower Communal internal Tap Hairdresser None

  • COMH - Hot water
  • COML - Communal laundry
  • Communal Kitchen
  • COMT - Outside Taps
  • Communal Toilet
  • Guest Room
  • Communal Shower
  • Communal internal Tap
  • Hairdresser
  • None

• 7.07 Numbers of bedrooms

• 7.08 Single Occupier

  Yes

  No

• 7.09 Photo unmeterable reason

  Media

• 7.10 Sorry we cannot fit a water meter brochure left with customer

  Yes

  No

  N/A

• 7.11 Internal meter survey supportive comments

8.1 Internal Meter Installation - (Meter 1)

• 8.01 Consent form obtained?

  Yes

  No

• 8.02 Photo consent form (full page shot)

  Media

• 8.03 Take photo of ISV / pipe work prior work commences and TESL have been attached

  Media

• 8.04 Take photo of fitted meter inc. meter face

  Media

• 8.05 Take photo of meter securing points

  Media

• 8.06 Photo meter barcode

  Media

• 8.07 Meter location

• 8.08 List fittings used for internal meter installation

• 8.09 YOUR METER IS HERE PACK handed to customer?

  Yes

  No

• 8.10 Supportive meter installation photos - Any existing damage, condensation, etc.

  Media

8.2 Internal Meter Installation - (Meter 2)

• 8.2.01 Take photo of ISV / pipe work prior work commences and and TESL attached

  Media

• 8.2.02 Take photo of fitted meter inc. meter face

  Media

• 8.2.03 Take photo of meter securing points

  Media

• 8.2.04 Photo meter box barcode

  Media

• 8.2.05 Meter location

• 8.2.06 List fittings used for internal meter installation

• 8.2.07 Supportive meter 2 installation photos - Any existing damage, condensation, etc.

  Media

Work Sign Off

• Customer Signature and Print Name

  Sign

• Plumber Signature and Print Name

  Sign