PMI HEAT - Work In Progress (WIP) inspections

• Conducted on

  Date

• Prepared by

• Location - Please provide full address
  Address

• Engineer Name

  Select

• Engineer Skills - Please select all that apply

  Select

• Audit ID

• Project Source

  Select

• Please provide project source (e.g. supplier)

• Project Name

• Job Reference Number

• Please provide the name of the Lead Engineer of the installation

  Yes

  No

  N/A

• property Tenanted / Void

  Tenanted

  Void

  Homeowner

• Has the engineer parked their vehicle in a suitable position?

  Pass

  Fail

  Prompted

  N/A

• Select all that apply

  Select CAT 1 CAT 2 CAT 3

  • CAT 1
  • CAT 2
  • CAT 3

• Select all that apply

  Select

• Select all that apply

  Select

• Select all that apply

  Select

• Is the engineer wearing the correct uniform?

  Pass

  Fail

  Prompted

  N/A

• Select the correct code

  Select

• Did engineer arrive at agreed appointment time?

  Pass

  Fail

  Prompted

  N/A

• Select correct code

  Select

• Is the engineers ID badge displayed?

  Pass

  Fail

  Prompted

  N/A

• Select correct code

  Select

• On arrival did the engineer confirm the address and job details with the customer?

  Pass

  Fail

  Prompted

  N/A

• Select correct code

  Select

• On arrival did the engineer explain the work to be undertaken?

  Pass

  Fail

  Prompted

  N/A

• Select correct code

  Select

• Was the engineer polite and courteous?

  Pass

  Fail

  Prompted

  N/A

• Select correct code

  Select

Point of Work Risk Assessment

• Has the engineer conducted an initial risk assessment of the property and the working area?

  Pass

  Fail

  Prompted

  N/A

• Select the correct code

  Select

• Where specific hazards have been identified, has the engineer taken the appropriate measures?

  Pass

  Fail

  Prompted

  N/A

• Please select all that apply

  Select CAT 1 CAT 2 CAT 3

  • CAT 1
  • CAT 2
  • CAT 3

• Please select all that apply

  Select

• Please select all that apply

  Select

• Please select all that apply

  Select

• Has the engineer cordoned off the working area (appropriate barriers placed/discussed with the customer working area and requested them to remain away)

  Pass

  Fail

  Prompted

  N/A

• Select correct code

  Select

Audit Inspection Elements

• Please select the elements of the installation that you are witnessing the engineer perform. Select all that apply

  Select

• Please provide specific details on the elements witnessed.

Health and Safety

• Did the engineer select and apply the correct PPE when required and/or when deemed necessary?

  Yes

  No

  N/A

• Select correct code

  Select

• Is the engineer's PPE properly cared for and maintained?

  Yes

  No

  N/A

• Select correct code

  Select

• Did the engineer apply a proactive approach to health and safety?

  Yes

  No

  N/A

• Select correct code

  Select

• Can the engineer explain what near misses and hazards are?

  Yes

  No

  N/A

• Select the correct code

  Select

• Can the engineer explain the process for reporting Accidents, Incidents, Near Misses and Hazards?

  Yes

  No

  N/A

• Select correct code

  Select

Customer Engagement

• Was the engineer sensitive to the customer's needs?

  Yes

  No

  N/A

• Select correct code

  Select

• Did the engineer keep the customer informed of progress?

  Yes

  No

  N/A

• Select correct code

  Select

• Did the engineer demonstrate how to use the equipment and app where applicable?

  Yes

  No

  N/A

• Select correct code

  Select

• Did the engineer identify any customer vulnerabilities?

  Yes

  No

  N/A

• Select all that apply

  Select CAT 1 CAT 2 CAT 3

  • CAT 1
  • CAT 2
  • CAT 3

• Select all that apply

  Select

• Select all that apply

  Select

• Select all that apply

  Select

Use of Tools and Equipment

• Was the engineer proficient in the use of tools and equipment?

  Yes

  No

  N/A

• Select all that apply

  Select CAT 1 CAT 2 CAT 3

  • CAT 1
  • CAT 2
  • CAT 3

• Select all that apply

  Select

• Select all that apply

  Select

• Select all that apply

  Select

• Did the engineer select the correct tools and equipment when required and/or when deemed necessary?

  Yes

  No

  N/A

• Select correct code

  Select

• Are the engineer's tools and equipment properly cared for and maintained?

  Yes

  No

  N/A

• Select correct code

  Select

Competence

• Did the engineer have their competency certs and documentation?

  Yes

  No

  N/A

• Select the correct code

  Select

• Can the engineer demonstrate where and how to access the RAM's and SSOW's?

  Yes

  No

  N/A

• Select the correct code

  Select

Administration

• Has the engineer taken the relevant photographs?

  Pass

  Fail

  Prompted

  N/A

• Select the correct code

  Select

• Has the engineer left the correct paperwork/leaflets with the customer?

  Pass

  Fail

  Prompted

  N/A

• Select the correct code

  Select

• Has the engineer correctly completed an Electrical Installation Certificate and/or Minor Works Certificate - where applicable?

  Pass

  Fail

  Prompted

  N/A

• Select the correct code

  Select

• Has the engineer correctly completed all job details on the handheld device e.g. Jump Tech/On Route etc?

  Pass

  Fail

  Prompted

  N/A

• Select the correct code

  Select

• Audit Outcome

  Pass

  Fail

• Select all that apply

  Select CAT 1 CAT 2 CAT 3

  • CAT 1
  • CAT 2
  • CAT 3

• CAT 1

  Select

• CAT 2

  Select

• CAT 3

  Select

• Was coaching provided during audit?

  Yes

  No

• Please provide details of coaching given

• Suggested Actions

  Select None Re-training Immediate Stand Down (Safety Concerns) Mentoring Additional Audit

  • None
  • Re-training
  • Immediate Stand Down (Safety Concerns)
  • Mentoring
  • Additional Audit

• Provide justification for suggested action

• Auditor Feedback

• Engineer

  Sign

• Auditor

  Sign