ISO9001/2015 Internal Audit- SCHEDULED CALL PROCESS V2 Date
10-12-2018
Audit Number
2018 Q3-12
Name of Auditor
Rob May
Scope & Objective of Audit
To check scheduled call process to ensure adherence
Customer Name
Rob May
Customer Order Ref
S1455
Invoice Number
5794
PRIOR TO BOOKING JOB WITH CUSTOMER - CHECK TO MAKE SURE THE ANNUAL CONTRACT HAS BEEN INVOICED. COMMENTS
Not Done
New customer, invoiced after the first visit and acceptance for the quote.
CONTACT CLIENT AND SCHEDULE VISIT DATE / TIME - SEND EMAIL INVITATION FOR ACCEPTANCE. (Service admin)
Done
ON ACCEPTANCE FROM CLIENT, RAISE JOB SHEET AND PRINT A LIST OF SCALES FROM ACT (Service admin)
Not Done
COMMENTS
Unable to print list as a new customer. Engineers first visit completed cal certs with information. No site survey was undertaken.
ASSIGN ENGINEER AND PUT IN SERVICE DIARY AND ON WHITE BOARD (Service admin)
Done
ENGINEER TO ATTEND SITE AND CARRY OUT SERVICE / CALIBRATION ACCORDING TO SCHEDULE (Service Engineer)
Done
ENGINEER TO NOTE ANY WORK DONE OR REQUIRED TO SCALES ON ISSUED SERVICE SHEETS AND RECORD CAL READINGS ON ISSUED CAL CERT. (Service Engineer)
Done
ON COMPLETION OF VISIT, JOB SHEET TO BE COMPLETED BY ENGINEER AND SIGNED BY THE CLIENT. THIS IS TO INCLUDE THE NOTING OF ANY SCALES NOT FOUND TO ENSURE A REPEAT VISIT IS CHARGEABLE. (Service Engineer)
Done
SERVICE NOTES AND CALIBRATION READINGS TO BE RECORDED INDIVIDUALLY ON ACT AGAINST SCALE CARD. CALIBRATION CERTS TO BE SAVED AS PDF'S IN SHARED/SERVICE DEPT/CAL CERTS FOLDER AND ALSO UPLOADED TO SMART VAULT AND EMAILED TO CUSTOMER. (Service admin)
Not Done