Keep the history together
Gather any operating instructions, previous service records and details of recent faults or repairs. If a problem happens intermittently, note when it occurs and what your team observes.
Share the practical details
Let the team know the site address, arrival arrangements, equipment location and the best site contact. Mention any induction requirements or restrictions on access before the visit.
Describe, don’t diagnose
A plain description of unusual noise, movement or a recurring fault is helpful. Leave investigation and repairs to a competent engineer. If equipment appears unsafe, stop using it and follow your site’s safety procedures.
Ask about the next steps
After the visit, ask the engineer to explain their findings, any recommended work and the relevant records. Keep these with your equipment information for future reference.
