Key Details
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Location
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Conducted on
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Prepared by
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Client
- 360 Global
- SRS
- Evolution
- LV
- Quadra
- Crawfords
- BNP Paribas
- SRS - Aviva
- Quadra - Sym
- Allianz (LV)
- Davies
- GHG
- Gateley Vinden
- Orchard
- Other
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What is believed to be the purpose of todays visit?
Safety & Health
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Are there any documents or paperwork on site from the work carried out?
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SHEQ please note what is missing in your answer. Why is the paperwork missing? (Call the PM and discuss, noting their answer)
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Has the team correctly protected the property?
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What should they have as protections which is missing?
Environment & Quality
Quality Control
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Have all scheduled items been completed?
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Are all rooms signed off?
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Does all the work carried out meet the given quality standards and specifications?
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Have any damages or defects been found? (If yes, please describe in detail).
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Any additional comments of work and site?
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Are you happy to sign-off the quality of work?
Customer Satisfaction & Project Summary
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Is the customer happy with the way the team has conducted themselves on site during the work?
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Is the customer happy with the communication from the project manager? Do they have the project managers contact details?
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Does the customer have any current concerns they'd like to discuss so we can try and improve their experience with us? If yes, please add notes.
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Is all rubbish removed and has Westone equipment been removed from site? (H&S Board, Signage, Dehumidifier etc)
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Is the project completed?
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Are you happy to pass the project for payment and sign off the work?
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What snagging needs to be resolved? (Have you made the project manager & trade aware?)
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Is the client happy to sign off the work? Are you happy the entire scope has been completed & to the required standard? (Add a picture of the signed satisfaction form)
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Has the policy holder completed the client SAT Form?
