Information

  • Technician name & Tech number (this will be document title)

  • Payroll number: (Required for HR)

  • Visit Date/Time

  • Location
  • Completed By:

  • Visit objectives: (If planned, bullet point key areas for discussion).

Pre-visit information:

  • Please include any relevant images:

  • Detail: (Review supporting documentation examples: Team Briefs, Support Plans, KPI, NPS, Any follow up actions from last visit, etc... ).

  • Is there anything you would like to discuss during this visit? (Tech to answer prior to next steps).

On site activity

  • Provide a summary of visit (include actions you took to support your Technician):

  • Please include any relevant images: (All Images should comply with data protection policy).

  • Technician summary of visit:

Company Behaviours & Aspire evidence: (Capture a summary of what behaviours have been observed during the visit).

  • List examples of any actions that support behaviours:

Next steps: (Objectives to support development).

  • Engineer to list agreed actions for next steps.

  • Review date: (In line with S.M.A.R.T action planning).

  • Technician

  • Observer

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.