Title Page

  • Client or site name

  • Conducted on

  • Address
  • Is this an exisiting customer?

  • Existing contract(s) numbers

  • Contact(s) visited, rember to include telephone number, mobile number and email address if details not held.

  • Prepared by

CCTV

  • Is there a CCTV System?

  • Who is the existing supplier?

  • Are there any current issues?

  • What is the cost of the current system or the customers budget for the new system?

  • When is the expiry date for the existing supplier?

  • Is there a need to add to or change the current system?

  • is the system Digital or analogue?

  • How many camers are on site now?

  • How many additional cameras are needed?

  • How many days does the data need to be stored for?

  • does the system need to be monitored?

  • What accessories will be needed?

  • Is a CCTV system needed?

  • What is the aim of the new system?

  • is the system Digital or analogue?

  • How many cameras are needed?

  • How many days does the data need to be stored for?

  • does the system need to be monitored?

  • What accessories will be needed?

  • Add photos here.

  • Additional notes

  • Planning space

Access Control

  • Is there an Access Control system

  • Who if anyone is the existing supplier?

  • Are there any current issues? What is the need?

  • When is the expiry date for the existing supplier?

  • What is the cost of the current system or the customers budget for the new system?

  • How many doors are needed?

  • How many doors are needed?

  • How many dobreak glass are needed?

  • Does this need to be linked to a fire alarm or other system?

  • What door funiture is needed?

  • Would Cards, Fobs or Biometrics be required?

  • Add photos here.

  • Planning space

Intruder/Monitoring

  • Is there an intruder system

  • Who if anyone is the existing supplier?

  • Are there any issues with the system or service?

  • When is the expiry date for the exisiting supplier?

  • is the system currently monitored?

  • Who Monitors the system now?

  • How is the system monitored? Webway, BT red care, dualcom, etc.

  • Is police responce included?

  • Does the customer know the URN?

  • URN:

  • Is there a need to add to or change the current system?

  • Is the system wireless or contain wireless components?

  • How many key pads are there?

  • How many key pads are needed?

  • Type of keypad

  • How many sounders are there?

  • How many sounders are needed?

  • Is a dummy bell box needed?

  • How many control boxes are there?

  • How many control boxes are needed?

  • Where are they located?

  • How many door contacts are there?

  • How many door contacts are needed?

  • How many roller door contacts are there?

  • How many roller door contacts are needed?

  • How many break glass/Viper sensors are there?

  • How many break glass/Viper sensors are needed?

  • How many impact/shock sensors are there?

  • How many impact/shock sensors are needed?

  • How many detectors are there?

  • How many detectors are needed?

  • What type of detectors are needed? (more space in note below for specifics)

  • How many panic alarms are there?

  • How many panic alarms are needed?

  • What additional items are needed?

  • does the customer need a monitored alarm?

  • is the system currently monitored?

  • Is police responce needed?

  • Does the customer have a URN currently?

  • URN number:

  • Is an intruder system needed?

  • Is the system wireless or contain wireless components?

  • How many key pads are needed?

  • Type of keypad

  • How many sounders are needed?

  • Is a dummy bell box needed?

  • How many control boxes are needed?

  • Where are they located?

  • How many door contacts are needed?

  • How many roller door contacts are needed?

  • How many break glass/Vipers are needed?

  • How many sock/impact sensors are needed?

  • How many detectors are needed?

  • What type of detectors are needed? (more space in note below for specifics)

  • How many panic alarms are needed?

  • What additional items are needed?

  • does the customer need a monitored alarm?

  • Is police responce needed?

  • Does the customer have a URN currently?

  • URN number:

  • Photos

  • Additional notes

  • Planning space

Time & Attendance

  • Is there a Time and Attendance system?

  • How many employees are there?

  • Detail mix of MSS, ESS, VT, Mobile Terminal and Mobile users here

  • How many shift patterens are there?

  • How many teminals are needed?

  • Detail locations here.

  • What type of clocking terminal is needed?

  • What type of users are needed? Add numbers below

  • Detail User Quantities Here

  • Who if anyone is the exisiting supplier?

  • Are there any current issues? What is the need?

  • When is the expiry date for the existing supplier?

  • Add photos here.

  • Planning space

Fire

  • Is there a Fire system?

Public Address

  • Does the customer have an existing or a need for a Public address System?

Meeting notes

  • Meeting notes.

  • Add Photos here

  • Space for planning

  • Summary

  • You can add actions to required fields for follow ups

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.