Information

  • Document No.

  • Audit Title

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Customer information

  • Sales Manager

  • Select date

  • Is a site visit / survey by Projects required Urgently?

  • Technology

  • Company

  • Site Location (town)

  • Salesforce Opportunity No

  • Site contact for PM

  • Contact telephone number

  • Contact email

Overview of application

  • Overview of application and product description

  • Pack dimensions and orientation

  • Production speeds required

  • Printer environment

  • Trial planned / carried out?

  • Trial funding approved?

  • Revenue and printer values

  • Expected date of order

  • Install date requested by customer?

  • Host machine and type

  • Model number?

  • Installation address

  • Intermittent or Continuous?

  • Printer model?

  • Printer handing?

  • Bracket type?

  • Print positioning system?

  • Control box or Touchscreen?

  • Control Box or Touchscreen bracket?

  • Substrate type?

  • Substrate width min / max

  • Samples completed?

  • Ribbon grade proposed?

  • Pack treatment concerns?

  • Substrate material obtained?

  • Photos of host / area

  • Basic dimensions obtained?

  • Print requirements known?

  • Any special requirements?

  • Training requirements?

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.