Key benefits? 

  • Enables the user to follow a recognised template (2 pages)
  • Can be used as part of the engineer's induction process if required
  • Saves the company a major amount of money in lost and missing items
  • Ensures all issued equipment and apparatus is recorded and signed for
  • Ensures responsibility of the company's expensive equipment e.g. Flue gas analyser, multi-meter, core-drill machine etc
  • Recorded items can be transferred to a main tool matrix and used by planners issuing work, project managers or call centre staff
  • Ensures small items e.g. chargers come back with each item
  • Requests the return of overalls in case of impersonating an employee 

Who would use it? 

  • Lead Engineer
  • Manager
  • Trainer

What is it? 

The 'Engineer Checklist' is a 2 sided form that records all the main items an engineer would start the company with, or return to the company if employment ceases. It saves the line manager trying to remember what has been issued whilst the engineer has been at the company. Other items issued since the induction day would be recorded on the 'Tool / Equipment Register' which is also available. Between the two, they simply take the guesswork out of the situation and enable a swift check when an engineer leaves at short notice. It has been proved that it is particularly useful when more than one engineer leaves at the same time with limited management available to carry out the checks.

When would you use it?  

You would use the 'Engineer Checklist' when you are employing a new engineer or an existing engineer is leaving the company. The form is also a useful aid when sub-contractors are with the company for a short period of time and you want to monitor what is issued and more importantly, what you expect to be returned.

Why would you use it?  

You would use the 'Engineer Checklist' to ensure that as a company you know what equipment each engineer possesses and what you would expect returned if one of them leaves the company. The form has also been used in the past when trying to track either faulty equipment or flue gas analysers that are overdue a service

Additional Information

The form may be a simple one but it is common practice for engineers to leave without a check as managers are too busy or do not have any record or idea what company property the engineer is in possession of. The check is a fairly rapid one when you have the record as it can normally be issued to an engineer (along with the 'Tool / Equipment Register') so they can prepare the items ready for checking on their last day.

Please be aware that to purchase and use this template you must be 'Gas Safe' registered.

MS Excel

Non Members: £3.99 Members: Free