Engineer manual — completing a job from start to finish

Before travelling

1. Open My Day and select the assigned job.
2. Review the work order, site, scope, planned service activity and any required engineer skills/parts.
3. Check relevant site history, assets, manufacturer references or technical documents where needed.

At the site

1. Open the Job Workspace.
2. Confirm the work order and scope before making records.
3. Use Forms & inspections for the required service/inspection evidence.
4. Use the Site asset register for equipment-level records and equipment tests.
5. Record defects/remedials as they are identified.
6. Add site photos where the job workflow permits and only where appropriate/authorised.
7. Record time, travel and parts used accurately.
8. Complete cause-and-effect records where that job type requires them.

Before completion

1. Confirm required forms/inspections are complete.
2. Review defects and outstanding remedials.
3. Prepare the service report/work summary and recommendations.
4. Create the required certificate or handover evidence where applicable.
5. Follow the configured customer/engineer sign-off workflow.
6. Ensure the job can satisfy field completion rules before marking it complete.

For disciplined jobs, the platform can require a signed matching trade inspection before completion. Form/job discipline mismatches are rejected.