When a contractor attends the site, they must complete health and safety checks before starting any maintenance work.
These checks help confirm that the site is safe and that all requirements are met before work begins. The engineer records the completion of these checks in Access Maintain when they arrive on site.
As an administrator, you can configure which questions appear during this process so that they match your organisation’s health and safety policies by following the steps below:
From the Admin area and click Unit Settings.
Click the Checks & Permits tab.
Unlock the green padlock.
Edit the checks as follows:
To edit an existing arrival check, click the line and amend the text.
To remove a check that is no longer required, untick the box at the end of the line.
Click Add Question to add a new arrival check.
If it only applies to a specific brand, enable the Yes/No toggle.
Click the By Brand button and select a brand from the list.
Tick which site arrival checks apply to a selected brand.
Click Save.
