Title Page

  • Document No.

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Employee Being Evaluated

Greeting/Mannerism

  • Gave Name and Company

  • Friendly Throughout The Visit

  • Establish Rapport

  • Project Confident Image and knowledge throughout Visit

Identify Customer Need

  • Confirm Understanding of Customers Request

  • Attempted Up sell Opportunity

Install (Service Order)

  • Fill out Install Checklist, Customer Signed, Attached to Vault

  • Review With Customer Everything Completed/uncompleted and any follow up that may be required

  • Equipment/Tools Ready at time of Premise Visit

  • Added all applicable notes/ Time to SO ticket

Trouble Call

  • Review With Customer Everything Completed/Uncompleted and any Follow up that is required

  • Equipment/Tools ready at time of Premise Visit

  • Used Proper Methods to Quickly Efficiently Restore outage

  • Added all applicable notes/time and any readings to TT/ Vault

  • Demonstrated proper use of cable locator

  • Performed Work Within Prescribed Time

  • Added Notes/ Time to Ticket

O.P./ Maintenance

  • Followed Tap-Audit Form (appsuite) Correctly

  • Added all applicable notes/readings/times to TT

Notes

  • Notes

  • Skills Demonstrated

  • What Could Be Improved

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