Engineer Induction Training Checklist
Section 1: Company Standards and Expectations
Our promise to each other - what we can all expect
Please explain that the following has been explained and understood
Our Values and Standards
What team members can expect from us, and what we expect from the team
What we need to give our clients
What constitutes acceptable and unacceptable behaviour from clients and other collegues
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Quality and Environmental Management
Standards and Expectations
Please confirm that the following has been explained and understood
The engineer has been given access to our environmental and quality documentation
Why continual quality and environmental improvement is important
The importance of proper waste management and the provisions we have for this
The importance of customer feedback
Legal compliance obligations
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Section 2: Company Equipment Overview
Ensure that the engineer's equipment has been signed over
I have transferred ownership of
Vehicle (if applicable) and submitted a vehicle handover form
Test Equipment
IT Equipment
I have also undertaken a full explanation of the use of company equipment and the engineer understands
Electrical Engineers
I have covered the following with the new Electrical Engineer
How to log in to the Laptop & Tablet
Use of Microsoft Outlook on their laptop / how company emails work
How to connect the Laptop to a wifi internet connection
EasyCert
Team Viewer
PAT Engineers
I have covered the following with the new PAT Engineer
How to log in to the Tablet
Use of Mozilla Thunderbird on their Tablet / how company emails work
Reaction Group Results System and sending results to us
How to connect the Tablet to a wifi internet connection
Team Viewer
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Arriving on Site - Key Actions
Key things to be done when arriving at site
The engineer understands that they must:
When leaving home, start the job on synchroteam
Make contact with the named site contact
Introduce themselves as Reaction Group unless it's a subcontracting (Anonymous Subcontracting job)
Sign in the site log book / signing in procedure
Ask about fire procedures / alarm tests / access restrictions / muster points / accident procedures / any other safety requirements
Ask about any known asbestos risk and ask to see any available asbestos register
Ask about any site-specific or site-required PPE
The engineer must also ask the customer to walk them around the site and inform them of the order in which they would like testing performed
Ask about any equipment or areas that must not be tested or isolated
Sign off job information on Tablet
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Section 5 - Technical Training
You must cover all of the technical elements of the engineer's work
Electrical Engineers
You have explained and demonstrated to the engineer how they use their:
Multifunction Tester
PAT Tester (if applicable)
Safety Lock Off Kit
Thermal Imaging Camera
Voltage Tester (if applicable)
You have explained and demonstrated so that the engineer now understands how to conduct the following:
Lock off Procedures
Undertaking thermal imaging on every board as a standard part of our EICR and attach them to your report.
Obtaining R1+R2 Values
RCD/RCBO Testing
Insulation Resistance and associated limitations and safeguarding to avoid damage to electrical equipment (Make sure you note any LIM's in section 4 and make client aware)
Earth Loop Testing
Ring Continuity Testing
Visual Inspection and associated percentages of this test
What we exclude from our EICR in line with our Standard Limitations of Testing
Coding Standards (C1/C2/C3/FI)
Tracing of Unknown Circuits (time limit and expectations)
Tracing circuits (15mins) If there are multiple circuits that are unmarked or unidentified, take multiple readings from different rooms etc and note your results along with a description of each room on a separate sheet in your report.
PAT Engineers
You have explained and demonstrated to the engineer how they use their:
PAT Tester (if applicable)
Microwave Leakage Tester
You have explained and demonstrated so that the engineer now understands how to conduct the following:
Visual Inspection
Removal and inspection of plug tops where applicable
Correct calculation of fuse ratings
Electrical tests using their PAT Tester
The engineer also understands spurious readings that may occur from surge protected extension leads and UPS units
'Fail' results from long extension leads and how to calculate correct earth bond values for long cables
Microwave Leakage Test
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Section 6 - Leaving Site
Requirements for finishing a job
You have explained and the engineer understands the requirements to:
Ensure that all equipment is plugged back in and switched on including paying special attention to high risk items such as fridges and safety equipment
Ensure that all circuits are reenergised and lock off kits are removed
Complete a Fault Defect on Tablet for any dangerous defects that cannot be made safe at time of testing, ensuring that the duplicate pad is signed by the client and a copy sent to the office
Ensure that the site contact or in their absence another responsible person is made aware of any defects or failed appliances sign off on tablet.
Get tablet signed by the client and if conducting PAT, that the Results system is also signed off by the client (Must do this)
Return all keys and access cards to the client
Sign out of the client's site logbook or sign out system
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Section 7 - Pay and Expenses
Ensure that the engineer understands our pay and expenses systems
You have explained and the engineer understands the following
The company pay-run is on the last working day of the calendar month
Our month cut-off for expenses and additional hours submissions is close of play on the 19th of each calendar month
If paid hourly, additional hours for paperwork at home (Electrical Engineers) must be submitted using the Additional Hours form. Furthermore, home-working time will be checked against computer activity
If paid hourly, hours will be calculated on van tracking unless an Additional Hours form has been completed and approved
Pre agreed Weekend and Night working is a job requirement
Expenses System
The engineer understands how to use this system
What they can and can't claim for and what expenses will require a PO to be obtained from the office in advance of purchase
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Sign Off
The trainer and engineer are signing this form to agree that full training has been provided in line with all items on this form. The engineer has raised and questions and they have been satisfactorily answered
Engineer Signature
Engineer Full Name
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Trainer Signature
Trainer Full Name
*
Date
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Month
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Year
Date
Geolocation
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