Safety, documents and acknowledgements

Who this is for: field workers.

What you will learn: how to read the right documents, acknowledge required reading and work safely on site.

Before you enter site

1. Read the Access instructions and Dispatch notes.
2. Read the customer's site induction if it is required.
3. Check the branch contact and phone number.
4. Check the asset and location.
5. Confirm you have the right PPE and tools.

If an access instruction is missing or wrong, call the office before you force entry or climb anything.

Required reading

Some documents must be acknowledged before you submit the job. They appear in the job screen with an Acknowledge required reading button.

1. Open the document.
2. Read it.
3. Tap Acknowledge required reading.
4. The acknowledgement is recorded against your user and the document revision.

If the document is out of date, do not acknowledge it. Tell the office.

Documents you may see

Stop-work situations

Stop and call the office if:

• the asset is not what the job says
• the site is unsafe
• live electrical parts are exposed
• there is a gas or refrigerant leak you cannot control
• the customer's equipment is in a dangerous state
• you do not hold the required certification

A delayed job is cheaper than an injury.

Customer conversations

• Explain what you found in plain language.
• Say whether the equipment is safe to use.
• Do not guess at price or lead time.
• Do not criticise another engineer or company.
• Record what you told the customer in a note.

After the work

1. Make the area safe.
2. Clean up and remove waste.
3. Restore isolation and test.
4. Tell the customer what was done.
5. Capture the after photo.
6. Submit the job.

Check your understanding

1. Where do you find required reading?
2. What should you do if a document is out of date?
3. Name three stop-work situations.

Related: Working a job · Checklists and evidence · Safety checklists, RAMS and SPA