Title Page
South 8 Safety Portfolio
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Engineer Details
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Prepared By
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Conducted on
Safety Portfolio Year Overview
Safety Portfolio Overview of Year
Quarter 1
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Safety Rating Quarter 1
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Details of QTR 1 and Overview of Actions / Info
Quarter 2
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Safety Rating Quarter 2
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Details of QTR 2 and Overview of Actions / Info
Quarter 3
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Safety Rating Quarter 3
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Details of QTR 3 and Overview of Actions / Info
Quarter 4
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Safety Rating Quarter 4
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Details of QTR 4 and Overview of Actions / Info
End Of Year Review
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End of Year Rating
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End of Year Review Overview and Rating Explanation
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End Of Year Sign Off - Team Manager
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End Of Year Sign Off - Engineer
Quarter 1
TM Risk Assessment
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What EXTERNAL hazards have you identified on this visit? Please Select From The List.
- Strong Winds
- Garden
- Manual Handling
- Traffic / Parking
- Animals / Pets
- Scaffolding
- Uneven Ground
- Working At Height
- Ice / Snow / Wet
- Hazardous Substances
- Decking
- Third Party
- Failing Light
- Gas / Electric
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What INTERNAL hazards have you identified on this visit? Please Select From The List.
- Furniture
- Stairs
- Manual Handling
- Animals / Pets
- Gas / Electric
- Hazardous Substances
- Loft Working
- Working At Height
- Non-Carpeted Flooring
- Third Party
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Are Hazards Removable or Controllable?
Safety Observation for QTR 1
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Select date
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Visit Number
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Type Of Visit.
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Describe what visit the engineer is here to complete and what have you seen upon arrival. (e.g. Engineer walking around property performing risk assessment etc.)
Engineer's Site Preparation.
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What has the engineer identified on site when they first arrived, and what actions have they taken to make the site safe (Get them to explain their risk assessment and thought process)
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What has been witnessed on site?
- Manual Handling
- Van Safety
- Site Assessment
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Manual Handling. What have you seen? What discussions have you had?
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Van Safety. How have they parked? Is the van clean and tidy? What have you discussed on site?
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Site Assessment. What has the engineer done and why? Has anything changed on site? If so have they amended their risk assessment?
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Check the Risk assessment section on the engineers iPad to check what has been recorded versus conversation.
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Variance in detail.
On Site Working.
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External Working Description.
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Describe how engineer is working on site. (Efficiency/Cleanliness/Behaviours/Clipping Techniques etc.)
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Overview of any Coaching conversations had with engineer on site.
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Internal Working Description.
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Describe how engineer is working internally. (Manual Handling/Behaviours/Damage Awareness/Conversations with Customer etc.)
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Overview of any Coaching conversations had with engineer on site.
Ladder Working and PPE
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Describe what the engineer has set up on site, what working methods have they followed. Include discussions around PPE usage, escalation process, and understanding of different methods of access.
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Ladder Type Used
- No Ladder
- Combination Ladder
- Single Section Ladder
- Double Section Ladder
- Triple Section Ladder
- CAT Ladder
- DAT Ladder
- SAT (Rope Access)
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Equipment Used
- 10mm Eyebolt
- 20mm Eyebolt
- Chimney Strop
- Cow's Tail
- Cable Rod's
- Crawl Boards
- Gravel Bag
- Harness
- Karabiners
- LadderMate
- Ladder Spike
- Microlight
- Ratchet Strap
- 5m Rope
- 10m Rope
- 15m Rope
- Rope Grab
- Soft Sling
- Y-Hang
- Other
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What other equipment has been used?
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PPE Used
- Dust Mask
- Over-Ear Defenders
- In-Ear Plugs
- Gloves
- Goggles
- Safety Glasses
- Hard Hat
- Hi Vis Jacket
- Knee Pads
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Is The Dust Mask New and/or in good working condition. (Check Engineer has good stock level of masks)
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Coaching Conversation around Dust Mask Usage. (Replace every day etc.)
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Photos of Engineer Working on Site and Set-Up of Equipment
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Overall Safety Rating Score
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Explanation of Rating. - Overview and Details of what improvements are needed.
Visit Overview.
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Describe the overview of the visit today. What has been discussed, any actions needed to be followed up next time.
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Check Box for IDD
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Reason For IDD
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TM
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Notes.
Additional Visit and information on the day.
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Additional Visit Today or additional Info?
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Visit Details / Overview / Information / Coaching etc
Finish And Follow Up.
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Has engineer finished the visit to required standards, and what will be the focus for next review.
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Team Manager
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Engineer
Quarter 2
Information From QTR 1
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Previous QTR Safety Rating
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Details from previous QTR and any Actions/Follow Up from Previous Visit.
TM Risk Assessment
-
What EXTERNAL hazards have you identified on this visit? Please Select From The List.
- Strong Winds
- Garden
- Manual Handling
- Traffic / Parking
- Animals / Pets
- Scaffolding
- Uneven Ground
- Working At Height
- Ice / Snow / Wet
- Hazardous Substances
- Decking
- Third Party
- Failing Light
- Gas / Electric
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What INTERNAL hazards have you identified on this visit? Please Select From The List.
- Furniture
- Stairs
- Manual Handling
- Animals / Pets
- Gas / Electric
- Hazardous Substances
- Loft Working
- Working At Height
- Non-Carpeted Flooring
- Third Party
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Are Hazards Removable or Controllable?
Safety Observation for QTR 2
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Select date
-
Visit Number
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Type Of Visit.
-
Describe what visit the engineer is here to complete and what have you seen upon arrival. (e.g. Engineer walking around property performing risk assessment etc.)
Engineer's Site Preparation.
-
What has the engineer identified on site when they first arrived, and what actions have they taken to make the site safe (Get them to explain their risk assessment and thought process)
-
What has been witnessed on site?
- Manual Handling
- Van Safety
- Site Assessment
-
Manual Handling. What have you seen? What discussions have you had?
-
Van Safety. How have they parked? Is the van clean and tidy? What have you discussed on site?
-
Site Assessment. What has the engineer done and why? Has anything changed on site? If so have they amended their risk assessment?
-
Check the Risk assessment section on the engineers iPad to check what has been recorded versus conversation.
-
Variance in detail.
On Site Working.
-
External Working Description.
-
Describe how engineer is working on site. (Efficiency/Cleanliness/Behaviours/Clipping Techniques etc.)
-
Overview of any Coaching conversations had with engineer on site.
-
Internal Working Description.
-
Describe how engineer is working internally. (Manual Handling/Behaviours/Damage Awareness/Conversations with Customer etc.)
-
Overview of any Coaching conversations had with engineer on site.
Ladder Working and PPE
-
Describe what the engineer has set up on site, what working methods have they followed. Include discussions around PPE usage, escalation process, and understanding of different methods of access.
-
Ladder Type Used
- No Ladder
- Combination Ladder
- Single Section Ladder
- Double Section Ladder
- Triple Section Ladder
- CAT Ladder
- DAT Ladder
- SAT (Rope Access)
-
Equipment Used
- 10mm Eyebolt
- 20mm Eyebolt
- Chimney Strop
- Cow's Tail
- Cable Rod's
- Crawl Boards
- Gravel Bag
- Harness
- Karabiners
- LadderMate
- Ladder Spike
- Microlight
- Ratchet Strap
- 5m Rope
- 10m Rope
- 15m Rope
- Rope Grab
- Soft Sling
- Y-Hang
- Other
-
What other equipment has been used?
-
PPE Used
- Dust Mask
- Over-Ear Defenders
- In-Ear Plugs
- Gloves
- Goggles
- Safety Glasses
- Hard Hat
- Hi Vis Jacket
- Knee Pads
-
Is The Dust Mask New and/or in good working condition. (Check Engineer has good stock level of masks)
-
Coaching Conversation around Dust Mask Usage. (Replace every day etc.)
-
Photos of Engineer Working on Site and Set-Up of Equipment
-
Overall Safety Rating Score
-
Explanation of Rating. - Overview and Details of what improvements are needed.
Visit Overview.
-
Describe the overview of the visit today. What has been discussed, any actions needed to be followed up next time.
-
Check Box for IDD
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Reason For IDD
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TM
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ENG
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TM
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ENG
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TM
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ENG
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TM
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ENG
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TM
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ENG
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TM
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ENG
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TM
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ENG
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TM
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ENG
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TM
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ENG
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TM
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ENG
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TM
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ENG
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TM
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ENG
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TM
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ENG
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TM
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ENG
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TM
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ENG
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TM
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ENG
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TM
-
ENG
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Notes.
Additional Visit and information on the day.
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Additional Visit Today or additional Info?
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Visit Details / Overview / Information / Coaching etc
Finish And Follow Up.
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Has engineer finished the visit to required standards, and what will be the focus for next review.
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Team Manager
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Engineer
Quarter 3
Information From QTR 2
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Previous QTR Safety Rating
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Details from previous QTR and any Actions/Follow Up from Previous Visit.
TM Risk Assessment
-
What EXTERNAL hazards have you identified on this visit? Please Select From The List.
- Strong Winds
- Garden
- Manual Handling
- Traffic / Parking
- Animals / Pets
- Scaffolding
- Uneven Ground
- Working At Height
- Ice / Snow / Wet
- Hazardous Substances
- Decking
- Third Party
- Failing Light
- Gas / Electric
-
What INTERNAL hazards have you identified on this visit? Please Select From The List.
- Furniture
- Stairs
- Manual Handling
- Animals / Pets
- Gas / Electric
- Hazardous Substances
- Loft Working
- Working At Height
- Non-Carpeted Flooring
- Third Party
-
Are Hazards Removable or Controllable?
Safety Observation for QTR 3
-
Select date
-
Visit Number
-
Type Of Visit.
-
Describe what visit the engineer is here to complete and what have you seen upon arrival. (e.g. Engineer walking around property performing risk assessment etc.)
Engineer's Site Preparation.
-
What has the engineer identified on site when they first arrived, and what actions have they taken to make the site safe (Get them to explain their risk assessment and thought process)
-
What has been witnessed on site?
- Manual Handling
- Van Safety
- Site Assessment
-
Manual Handling. What have you seen? What discussions have you had?
-
Van Safety. How have they parked? Is the van clean and tidy? What have you discussed on site?
-
Site Assessment. What has the engineer done and why? Has anything changed on site? If so have they amended their risk assessment?
-
Check the Risk assessment section on the engineers iPad to check what has been recorded versus conversation.
-
Variance in detail.
On Site Working.
-
External Working Description.
-
Describe how engineer is working on site. (Efficiency/Cleanliness/Behaviours/Clipping Techniques etc.)
-
Overview of any Coaching conversations had with engineer on site.
-
Internal Working Description.
-
Describe how engineer is working internally. (Manual Handling/Behaviours/Damage Awareness/Conversations with Customer etc.)
-
Overview of any Coaching conversations had with engineer on site.
Ladder Working and PPE
-
Describe what the engineer has set up on site, what working methods have they followed. Include discussions around PPE usage, escalation process, and understanding of different methods of access.
-
Ladder Type Used
- No Ladder
- Combination Ladder
- Single Section Ladder
- Double Section Ladder
- Triple Section Ladder
- CAT Ladder
- DAT Ladder
- SAT (Rope Access)
-
Equipment Used
- 10mm Eyebolt
- 20mm Eyebolt
- Chimney Strop
- Cow's Tail
- Cable Rod's
- Crawl Boards
- Gravel Bag
- Harness
- Karabiners
- LadderMate
- Ladder Spike
- Microlight
- Ratchet Strap
- 5m Rope
- 10m Rope
- 15m Rope
- Rope Grab
- Soft Sling
- Y-Hang
- Other
-
What other equipment has been used?
-
PPE Used
- Dust Mask
- Over-Ear Defenders
- In-Ear Plugs
- Gloves
- Goggles
- Safety Glasses
- Hard Hat
- Hi Vis Jacket
- Knee Pads
-
Is The Dust Mask New and/or in good working condition. (Check Engineer has good stock level of masks)
-
Coaching Conversation around Dust Mask Usage. (Replace every day etc.)
-
Photos of Engineer Working on Site and Set-Up of Equipment
-
Overall Safety Rating Score
-
Explanation of Rating. - Overview and Details of what improvements are needed.
Visit Overview.
-
Describe the overview of the visit today. What has been discussed, any actions needed to be followed up next time.
-
Check Box for IDD
-
Reason For IDD
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
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TM
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ENG
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TM
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ENG
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TM
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ENG
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TM
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ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
Notes.
Additional Visit and information on the day.
-
Additional Visit Today or additional Info?
-
Visit Details / Overview / Information / Coaching etc
Finish And Follow Up.
-
Has engineer finished the visit to required standards, and what will be the focus for next review.
-
Team Manager
-
Engineer
Quarter 4
Information From QTR 3
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Previous QTR Safety Rating
-
Details from previous QTR and any Actions/Follow Up from Previous Visit.
TM Risk Assessment
-
What EXTERNAL hazards have you identified on this visit? Please Select From The List.
- Strong Winds
- Garden
- Manual Handling
- Traffic / Parking
- Animals / Pets
- Scaffolding
- Uneven Ground
- Working At Height
- Ice / Snow / Wet
- Hazardous Substances
- Decking
- Third Party
- Failing Light
- Gas / Electric
-
What INTERNAL hazards have you identified on this visit? Please Select From The List.
- Furniture
- Stairs
- Manual Handling
- Animals / Pets
- Gas / Electric
- Hazardous Substances
- Loft Working
- Working At Height
- Non-Carpeted Flooring
- Third Party
-
Are Hazards Removable or Controllable?
Safety Observation for QTR 4
-
Select date
-
Visit Number
-
Type Of Visit.
-
Describe what visit the engineer is here to complete and what have you seen upon arrival. (e.g. Engineer walking around property performing risk assessment etc.)
Engineer's Site Preparation.
-
What has the engineer identified on site when they first arrived, and what actions have they taken to make the site safe (Get them to explain their risk assessment and thought process)
-
What has been witnessed on site?
- Manual Handling
- Van Safety
- Site Assessment
-
Manual Handling. What have you seen? What discussions have you had?
-
Van Safety. How have they parked? Is the van clean and tidy? What have you discussed on site?
-
Site Assessment. What has the engineer done and why? Has anything changed on site? If so have they amended their risk assessment?
-
Check the Risk assessment section on the engineers iPad to check what has been recorded versus conversation.
-
Variance in detail.
On Site Working.
-
External Working Description.
-
Describe how engineer is working on site. (Efficiency/Cleanliness/Behaviours/Clipping Techniques etc.)
-
Overview of any Coaching conversations had with engineer on site.
-
Internal Working Description.
-
Describe how engineer is working internally. (Manual Handling/Behaviours/Damage Awareness/Conversations with Customer etc.)
-
Overview of any Coaching conversations had with engineer on site.
Ladder Working and PPE
-
Describe what the engineer has set up on site, what working methods have they followed. Include discussions around PPE usage, escalation process, and understanding of different methods of access.
-
Ladder Type Used
- No Ladder
- Combination Ladder
- Single Section Ladder
- Double Section Ladder
- Triple Section Ladder
- CAT Ladder
- DAT Ladder
- SAT (Rope Access)
-
Equipment Used
- 10mm Eyebolt
- 20mm Eyebolt
- Chimney Strop
- Cow's Tail
- Cable Rod's
- Crawl Boards
- Gravel Bag
- Harness
- Karabiners
- LadderMate
- Ladder Spike
- Microlight
- Ratchet Strap
- 5m Rope
- 10m Rope
- 15m Rope
- Rope Grab
- Soft Sling
- Y-Hang
- Other
-
What other equipment has been used?
-
PPE Used
- Dust Mask
- Over-Ear Defenders
- In-Ear Plugs
- Gloves
- Goggles
- Safety Glasses
- Hard Hat
- Hi Vis Jacket
- Knee Pads
-
Is The Dust Mask New and/or in good working condition. (Check Engineer has good stock level of masks)
-
Coaching Conversation around Dust Mask Usage. (Replace every day etc.)
-
Photos of Engineer Working on Site and Set-Up of Equipment
-
Overall Safety Rating Score
-
Explanation of Rating. - Overview and Details of what improvements are needed.
Visit Overview.
-
Describe the overview of the visit today. What has been discussed, any actions needed to be followed up next time.
-
Check Box for IDD
-
Reason For IDD
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
TM
-
ENG
-
Notes.
Additional Visit and information on the day.
-
Additional Visit Today or additional Info?
-
Visit Details / Overview / Information / Coaching etc
Finish And Follow Up.
-
Has engineer finished the visit to required standards, and what will be the focus for next year.
-
Team Manager
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Engineer
