Title Page
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Client or site name
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Conducted on
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Address
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Is this an exisiting customer?
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Existing contract(s) numbers
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Contact(s) visited, rember to include telephone number, mobile number and email address if details not held.
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Prepared by
CCTV
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Is there a CCTV System?
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Who is the existing supplier?
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Are there any current issues?
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What is the cost of the current system or the customers budget for the new system?
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When is the expiry date for the existing supplier?
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Is there a need to add to or change the current system?
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is the system Digital or analogue?
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does the system need to be monitored?
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What accessories will be needed?
- Monitor
- Keyboard and Mouse
- Cabinet
- Shelving
- Lamps
- Redwall/Digital Barrier
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Is a CCTV system needed?
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What is the aim of the new system?
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is the system Digital or analogue?
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does the system need to be monitored?
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What accessories will be needed?
- Monitor
- Keyboard and Mouse
- Cabinet
- Shelving
- Lamps
- Redwall/Digital Barrier
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Add photos here.
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Additional notes
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Planning space
Access Control
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Is there an Access Control system
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Who if anyone is the existing supplier?
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Are there any current issues? What is the need?
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When is the expiry date for the existing supplier?
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What is the cost of the current system or the customers budget for the new system?
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Does this need to be linked to a fire alarm or other system?
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What door funiture is needed?
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Would Cards, Fobs or Biometrics be required?
- Cards
- Fobs
- Biometrics
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Add photos here.
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Planning space
Intruder/Monitoring
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Is there an intruder system
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Who if anyone is the existing supplier?
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Are there any issues with the system or service?
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When is the expiry date for the exisiting supplier?
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is the system currently monitored?
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Who Monitors the system now?
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How is the system monitored? Webway, BT red care, dualcom, etc.
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Is police responce included?
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Does the customer know the URN?
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URN:
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Is there a need to add to or change the current system?
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Is the system wireless or contain wireless components?
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Type of keypad
- Flush
- Surface
- White
- Chrome
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Is a dummy bell box needed?
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Where are they located?
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What type of detectors are needed? (more space in note below for specifics)
- 360
- PIR
- Tritech
- Dueltech
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What additional items are needed?
- Wireless module
- Smart Remote
- Rio
- Fobs
- High Gain Areal
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does the customer need a monitored alarm?
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is the system currently monitored?
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Is police responce needed?
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Does the customer have a URN currently?
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URN number:
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Is an intruder system needed?
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Is the system wireless or contain wireless components?
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Type of keypad
- Flush
- Surface
- White
- Chrome
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Is a dummy bell box needed?
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Where are they located?
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What type of detectors are needed? (more space in note below for specifics)
- 360
- PIR
- Tritech
- Dueltech
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What additional items are needed?
- Wireless module
- Smart Remote
- Rio
- Fobs
- High Gain Areal
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does the customer need a monitored alarm?
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Is police responce needed?
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Does the customer have a URN currently?
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URN number:
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Photos
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Additional notes
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Planning space
Time & Attendance
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Is there a Time and Attendance system?
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Detail mix of MSS, ESS, VT, Mobile Terminal and Mobile users here
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Detail locations here.
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What type of clocking terminal is needed?
- Card
- Fob
- Fingerprint
- Mobile
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What type of users are needed? Add numbers below
- Standard Users
- Virtual Terminal
- Employee Self Service
- Managemant Self Service
- Mobile App Users
- Mobile Terminal Users
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Detail User Quantities Here
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Who if anyone is the exisiting supplier?
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Are there any current issues? What is the need?
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When is the expiry date for the existing supplier?
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Add photos here.
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Planning space
Fire
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Is there a Fire system?
Public Address
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Does the customer have an existing or a need for a Public address System?
Meeting notes
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Meeting notes.
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Add Photos here
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Space for planning
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Summary
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You can add actions to required fields for follow ups